How to Search for a Debtor When Making a New Booking

Why This Matters?

The Debtor Search helps you find the correct debtor when creating a new booking. This helps you locate an existing debtor using information already stored in GoodX, so you can link the booking to the correct account.

Using the Debtor Search saves time by making existing debtor information readily available during the booking process. It also helps keep bookings, patient information, and account details correctly connected, supporting accurate record-keeping and smoother administration.

• Start on the Add/Edit Booking screen.

• • For details and navigation, see Add/Edit Booking Screen Navigation.

Let's Follow These Steps

• Click on the Search Debtor by field and enter the desired patient's details.

💡Please Note: Typing a single character into the search field will display a drop-down list. You can search by File No, MA Scheme, MA no, Account, Name, Surname, ID, Mobile, Fixedline or Email.

• • Alternatively, click on the Ellipse button and select the desired debtor from the list. For details and navigation, see Debtors Screen Navigation.

Result

• The information for the debtor who was searched and selected is now populated in the relevant fields.

• • For details and navigation, see Add/Edit Booking Screen Navigation.