• Click on the Search for Debtor Bookings button.

• The Bookings screen will open.

 

Filters

Filters can be applied to narrow down the data and achieve more accurate and relevant results.

• Select Context Filter from the drop-down menu.

• Context Filter: Gives extra filter options to refine the information on the list.
• Default Filter: Predetermined filters that will always be available to search with.

💡Please Note: On this list screen, the Default filter will only change the Show Only Bookings slider.

• Complete the Patient's Name in the Name field.

• Complete the Patient's Surname in the Surname field.

• Complete the Patient's Identification Number or Passport number in the Patient ID No. field.

• Complete the Patient's Cell Number in the Cell No. field.

• Complete the Debtor's Name in the Debtor Name field.

• Complete the Debtor's Surname in the Debtor Surname field.

• Click on the Diaries drop-down menu and select the appropriate option. 

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• Click on the Booking Types drop-down menu and select the appropriate option.

• Click on the Booking Statuses drop-down menu and select the appropriate option.

• Click on the Date From field, which opens the Date Picker.

 

• Select a date from the date picker.

• Click on the Date To field, which opens the Date Picker.

• Select a date from the Date Picker.

• Click on the Show Only Future Bookings slider to show all future and past bookings.

• Click on the Show Only Future Bookings slider a second time to include only future bookings.

• Click on the Deleted slider to exclude or include deleted bookings.

• Click once to view Bookings that have not been deleted.

• Click a second time to view the Bookings that have been deleted.

• Click on the Debtor Account Identifier field and enter the Debtor Account Identifier.

• Click on the File No. field and enter the Debtor/Patient File Number.

• Click on the Debtor MA No. field and enter the Debtor Medical Aid Number.

• Click on the Update Results button after all filters have been set.

• The Bookings screen will display the chosen filters that have been applied.

 

Action Sidebar

The Action sidebar serves as a quick-access panel that allows healthcare staff to efficiently communicate with a Patient or perform related actions directly from the Booking profile screen. It consolidates all essential contact methods and Patient details in one location to streamline administrative workflows.

• Click on the desired Booking to access the functionality of the Booking Search sidebar.

• • The Booking Search sidebar will open.

• For more information regarding the Booking Search sidebar, please refer to the user manual: Booking Search Sidebar: Navigation and Use.

Page Options

All the additional options that are available for the page.

• Click on the Previous button to navigate to the previous page.

• Click on the Page Number button to navigate to the desired page.

• Click on the Next button to navigate to the next page. 

• Click on the Items drop-down menu to select the number of items that will be displayed on the screen.

• Click on the Export to PDF button to save a PDF file of all the data as a comprehensive report.

• Click on the Export to PDF drop-up menu to access the Export Consolidated PDF option that allows you to generate a single document that combines all the data from multiple sources to provide an overview.

• Click on the Export to CSV button to save the Report in a CSV format. 

💡 Please Note: A Patient file must be selected before exporting data.