Arrival of New Patient

Purpose: If you arrive a new patient who does not yet have an electronic file, the debtor creation screen will pop up to prompt you to complete the debtor and patient's electronic file. As soon as the debtor and patient file has been created and posted, the patient will be marked in the electronic waiting room as arrived. The doctor then knows that the patient is ready for the consultation.

Right click on the New Patient Appointment.
Click on Arrive (CTRL+A).


  • When arriving as a New Patient, the Debtors List (Admittance Screen) will be displayed.
  • A new patient file needs to be opened to enable you to capture transactions for the patient.
Opening a New File / Capturing New Patient Information.
  • Press (F3) or click on the + SYMBOL.


  • Choose the Type of Debtor.
  • The program selects Normal Debtor by default. However, if the patient is for an Insurance Examination or Injury on Duty (IOD), you will need to select the appropriate option.
  • Click OK.


  • Capture the information of the Main Member (the account holder). This person will be liable for the settlement of the account should the Medical Aid decline payment.
  • Use Tab to navigate between the fields.


  • Click on Save (F2).

  • The program will not allow you to save until all the mandatory fields have been captured.
  • Click Yes to confirm the capturing of the new file (Debtor).


  • The next screen pulled through the detail of the Main Member.
  • Complete any additional Information.
  • Click on the  button to save the information.


  • To Add a dependant, click on thebutton.

Complete the Dependent Information. The File number, Surname and Contact Information of the Main Member will pull through - please change if necessary.

  • Remember that both the information of the dependant as well as the main Member Must be captured as displayed on the Medical Aid card.
  • This Information will print on the account statements and will be submitted electronically to the Medical Aid.
  • Click on the  button again when done.

  • Click on OK or press F2.
NOTE: the Colour of the Appointment will change according to your user preference that you specify in the Colours button.


  • The detail of the New Patient is displayed in the timeslot.
  • The Appointment Status changed from Booked to Arrived.


New Function in version 8.0 ONLY:

  • Insert Multiple E-mail addresses on a Single debtor.
    • Med debs >> Admittance >> Debtor Input >> Add the following in the E-mail field:

"anthonymmarcucci@teleworm.us;laurarbryant@rhyta.com;anthonyrpickrell@teleworm.us" >> After filling the rest of the debtors information >> SAVE. 


  • Send mail of choosing >> But for the test to see how the functionality works >> Head to adjusted debtor >> Notebook >> Send mail >> Post mail.
  • Always after a test >> Check Email History, see where mail was sent etc.

Last modified: Thursday, 21 May 2020, 10:34 AM