How to Search for a Debtor When Making a New Booking

Why This Matters?

• Start on the Add/Edit Booking screen.

• • For details and navigation, see Add/Edit Booking Screen Navigation.

Let's Follow These Steps

• Click on the Search Debtor by field and enter the desired patient's details.

💡Please Note: Typing a single character into the search field will display a drop-down list. You can search by File No, MA Scheme, MA no, Account, Name, Surname, ID, Mobile, Fixedline or Email.

• • Alternatively, click on the Ellipse button and select the desired debtor from the list. For details and navigation, see Debtors Screen Navigation.

Result

• The searched debtor is now selected and populated.

• • For details and navigation, see Add/Edit Booking Screen Navigation.