Diary Administration to Communication (Web App)

When a debtor has an existing file at the practice and they book a new Injury On Duty (IOD) booking, a duplicate debtor file will need to be created. This will allow the practitioner to capture all the details regarding the IOD separately on the system, this is done to ensure that the correct person is responsible for the payment of the account. The injury on duty file will contain separate information fields that will be needed when the IOD case is submitted, for example, a claim number, date of injury and details relating to the injury.

The Duplicate Debtor Warning will pop up when the same ID number is completed as an existing Debtor on the system. 

• Log in to the GoodX WebApp using your GoodX username and password.
• The Diary main screen will open.

Please Note: Refer to the Duplicate Debtors - IOD Bookings link or related button for more information on How to book the Duplicate Debtors - IOD Booking. 

• When entering a Debtors ID number that is already saved on the system, a Warning message will appear to advise:  Existing debtors with similar ID numbers have been found.

• Click on the burger menu to see the details of the Debtors whose details match the IOD Debtor that the user is trying to make a new booking for.
  

• The Duplicate Debtor screen will open, to show which Debtors were found with similar ID Numbers.

• The information on the Duplicate Debtor screen will be divided into columns:

• #: The debtor file number of the debtor that is / will be duplicated.
• First Name: The first name of the debtor whose details are similar to the debtor that the user would like to make a booking for.
• Last Name: The Surname of the debtor whose details are similar to the debtor that the user would like to make a booking for.
• Cellphone Number: The cellular or mobile number of the debtor whose details are similar to the debtor that the user would like to make a booking for.
• ID Number: The identification number of the debtor whose details are similar to the debtor that the user would like to make a booking for.
• Medical Aid: The name of the company with which the debtor whose details are similar to the debtor that the user would like to make a booking for, has medical insurance or medical aid.
• Medical Aid Option: The name of the medical aid plan corresponding to the medical aid of the debtor that the user would like to make a booking for.
• Date of Injury: The date when the incident took place.
• Last update: When last the details were updated of the debtor that the user would like to make a booking for.
• Similarity: A percentage that indicates how closely the details of the debtor that the user would like to make a booking for matches to the debtor whose details are already on the system.

• Click on the Debtor to select them in order to import the details from their existing file. 
  

• Click on the Close button to cancel the request and return to the Add / Edit Booking screen.

• Click on the Import Debtor button to import the details of the Debtor from the saved Account that the user has selected.

• The Add / Edit Booking screen will open. The existing Debtors details will now be imported from their saved Account.