Debtor Demographic Syncvites
Debtor Demographic data refers to all of the debtors' personal information, such as their Name, Surname, ID number, Telephone Number and Address etc.
A SyncVite is an invitation that the practice sends the patient asking them to share their personal information. The patient has the choice if they would like to share certain information with the practice.
The practice can also use the SyncVite feature to allow the user to update and edit the information that is currently on the practice's database. A SyncVite can be sent with every booking to ensure that the patients' information is correct and up to date.
Once the patient has responded to the Syncvite, the practice will be able to see the patients response.
The user will need to activate the myGC SyncVite option in Entity settings before they are able to send SyncVites to patients, for more information regarding the Entity settings, please refer to the user manual: Entity Settings.
- Log in to the GoodX WebApp using your GoodX username and password.
- The Main Diary screen will open.
- Click on the booking of the patient that the user would like to send a SyncVite to.
- The Sidebar will open.
- For a full explanation of the sidebars' functionality please refer to the user manual: Debtor Sidebar Functionality.
- Click on the myGC button.
- An Attention pop up will appear to advise that the SyncVite has been sent successfully.
- Click on Ok to acknowledge and close the pop-up.
- The patient will receive an SMS to advise them that a specific practice has requested for the patient to share their personal information with the practice.
- For more information regarding the request that has been sent to patients and the process they will follow to accept or deny the SyncVite please refer to the user manual: Debtor Demographic SyncVites - myGC.
- Once the user has accepted or denied the request to share their demographic data the practice will be able to see the response from the debtor. For more information regarding when a patient Accepts or Denies the SyncVite, please refer to the user manuals: Debtor Demographic Syncvite Accepted and Debtor Demographic Syncvite Denied.