Diary Admin to Clinical Information (Desktop App)

Linking a Debtor to a Transaction Group allows the Practice to allocate a Debtor to a group that determines what settlement discount the Debtor qualifies for.

Debtor Transaction Groups need to be created before the user is able to allocate users to a group. For more information regarding how to Add and Edit Debtor Transactions Groups, please refer to the user manual: Debtor Transaction Groups.

• This user will start on the Main Member Input screen.

•  For more information regarding how to navigate to the Main Member Input screen and all the options available, please refer to the user manual: Create New Normal Debtors. 
  
  
• Navigate to the Transaction Group field in the Groups Section.

• Click on the ... (ellipse) button to access the Transaction Groups. 

• The Debtor Transaction group screen will open.

• Click on the desired group that the user would like to allocate the Debtor to.

• Click on the Cancel button to close the screen without linking the Debtor to a Transaction Group and return to the Main Member Input screen.

• Click on the OK button to link the debtor to the selected Transaction Group and return to the Main Member Input screen.

• The linked Trancation Group will now be filled into the Transaction Group field. 

• Click on the Save (F2) button or press the F2 key on the keyboard to post the changes that have been made to the system.

• A Confirm pop-up will appear to ask the user if they would like to Post this record.

• Click on the Cancel button to ignore the request and close the pop-up.

• Click on the Yes button to save all the changes that have been made. The pop-up will close.

• Click on the Exit button or press the F10 key on the keyboard to close the Main Member Input screen and return to the Debtor Manager screen.