Diary Administration to Communication (Web App)

Why Use This Function:

This section provides a comprehensive list of all demographic information for Main Members and Dependents stored in the system, serving as a central point from which various functions can be performed or accessed.

The Contents of This User Manual:

• Diary screen.
• Debtor screen.

• This User Manual will start on the Diary screen. 

• Click on the Navigation Wheel button.
  
  

• Click on the Debtors segment. 
  
  
  
  
• The Debtor List screen will open. 

• The following information will show in the columns:
• File Nr: The reference number assigned to the physical file, to retrieve the Debtor or patient's details when needed.
• Deb Nr: The Debtor number  assigned to the individual responsible for managing the account
• Debtor: The full name and surname of the Debtor or Patient responsible for the account.
• ID Number: The Identification Document number of the Debtor or Patient.
• Medical Aid: The name of the Medical Aid Scheme that the Debtor or Patient uses.
• Patient: The outstanding amount that the Patient needs to pay.
• Medical: The outstanding amount that the Medical Aid needs to pay.
• Total: The total amount of the billed after the consultation or treatment that the Patient or Debtor needs to settle, if applicable.

• Click on the Actions button, you will be directed to the account details, the specific Patient's invoices, Notes, Receipts, and Journals.

• Click on the downward arrow, next to the column name, to unsort the columns.

 

💡Please Note: When the user unsort the columns, the columns will either be in alphabetic order or will be in no specific order.

•  Click on the Search Bar to search for a debtor by ID, Name, Medical aid number.

• Click on the Ellipse( ... ).

• The Debtor screen will open.

• Click on the Default Filter drop-down menu to select how the screen will be filtered.

• Click on the Name field to enter the Name of the Patient

• Click on the Surname field to enter the Surname of the Patient.

• Click on the Account Identifier field to enter the Account Identifier code.

• Click on the File No field to enter the File No.

• Click on the ID No field to enter the identification number.

• Click on the Mobile No field to enter the Mobile number.

• Click on the MA No field to enter the Medical Aid number.

• Click on the IOD Claim No field to enter the claim number.

• Click on the MA Scheme field to enter the Medical aid scheme.

• Click on the MA Option field to enter the Medical Aid option.

• Click on the Reset Filters button to reset all fields entered.

• Click on the Update Results button to update the Debtor list.

• Click on the Export to PDF button to export all items to PDF.

• Click on the Up Arrow button to Export Consolidated PDF.

• Click on a Debtor, once selected the Debtor sidebar will open.

• For more information on the Debtor Sidebar please, refer to the user manual: Debtor Screen Sidebar: Navigation and Use.

• Click on the New Debtor button.

• The Debtor screen will open.

• For more information on the how to add a new debtor please refer to the user manual:  How To Create a New Debtor.