Course Debtors

Section outline

• Select section General Information

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  General Information

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  • Select activity Debtors Screen Navigation

    

    Debtors Screen Navigation Page
  • Select activity Transaction Batches (Multi Invoice) Navigation

    

    Transaction Batches (Multi Invoice) Navigation Page
  • Select activity Transaction Batch List Screen Navigation

    

    Transaction Batch List Screen Navigation Page
  • Select activity Debtor Screen Sidebar Navigation

    

    Debtor Screen Sidebar Navigation Page
  • Select activity Debtor List Navigation

    

    Debtor List Navigation Page
  • Select activity The Invoice Screen: Navigation and Use

    

    The Invoice Screen: Navigation and Use Page
  • Select activity How to Create an Estimate Invoice

    

    How to Create an Estimate Invoice Page
• Select section Debtors & Patients

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  Debtors & Patients

  • Select activity Authorisation Setup

    

    Authorisation Setup Page
  • Select activity How to Create a New Debtor

    

    How to Create a New Debtor Page
  • Select activity How to Import Debtors by Using Extraction AI

    

    How to Import Debtors by Using Extraction AI Page
  • Select activity Debtor Edit - Add Address Screen: Navigation and Use

    

    Debtor Edit - Add Address Screen: Navigation and Use Page
  • Select activity Add/Edit Address Screen

    

    Add/Edit Address Screen Page
  • Select activity Debtor Edit - Add Contact Point Screen: Navigation and Use

    

    Debtor Edit - Add Contact Point Screen: Navigation and Use Page
  • Select activity Add/Edit Contact Point Screen

    

    Add/Edit Contact Point Screen Page
  • Select activity Debtor Edit - Add Related Party Screen: Navigation and Use

    

    Debtor Edit - Add Related Party Screen: Navigation and Use Page
  • Select activity Add/Edit Related Party Screen

    

    Add/Edit Related Party Screen Page
  • Select activity How to Add New Dependants (Patients)

    

    How to Add New Dependants (Patients) Page
  • Select activity How to View/Edit Debtor and Patient Information

    

    How to View/Edit Debtor and Patient Information Page
  • Select activity Create New IOD Debtor

    

    Create New IOD Debtor Page
  • Select activity Duplicate Debtor Warning

    

    Duplicate Debtor Warning Page
  • Select activity Copy Debtor/Patient Data as Text

    

    Copy Debtor/Patient Data as Text Page
  • Select activity How to Link a Default Referring Practitioner to a Debtor/Patient

    

    How to Link a Default Referring Practitioner to a Debtor/Patient Page
  • Select activity Patient Validation, Dependant Data, New Debtor Import and Benefit Check

    

    Patient Validation, Dependant Data, New Debtor Import and Benefit Check Page
  • Select activity Debtor & Patient Documents: Navigation and Use

    

    Debtor & Patient Documents: Navigation and Use Page
  • Select activity How to Add/Upload Debtor & Patient Documents

    

    How to Add/Upload Debtor & Patient Documents Page
  • Select activity Link to Existing Patient

    

    Link to Existing Patient Page
  • Select activity How to Make a Patient Inactive

    

    How to Make a Patient Inactive Page
  • Select activity Link Clinical Data (Copy Data)

    

    Link Clinical Data (Copy Data) Page
  • Select activity Debtor Cover Sheet

    

    Debtor Cover Sheet Page
  • Select activity How to Download a Patient Label

    

    How to Download a Patient Label Page
  • Select activity Create New Employer

    

    Create New Employer Page
  • Select activity GAP Cover

    

    GAP Cover Page
  • Select activity Debtor Status

    

    Debtor Status Page
  • Select activity How to Edit an Employer on a Debtor's File

    

    How to Edit an Employer on a Debtor's File Page
  • Select activity How to Copy Debtors and Patients to a New Entity

    

    How to Copy Debtors and Patients to a New Entity Page
  • Select activity How to Import Data from the Grand Central Members List

    

    How to Import Data from the Grand Central Members List Page
  • Select activity Grand Central Members List: Navigation and Use

    

    Grand Central Members List: Navigation and Use Page
  • Select activity Medical Aid Option Links - Patient Navigation and Use Screen

    

    Medical Aid Option Links - Patient Navigation and Use Screen Page
  • Select activity Copy Debtor/Patient Data as Text

    

    Copy Debtor/Patient Data as Text Page
  • Select activity Patient Identifier - Face Hash Button

    

    Patient Identifier - Face Hash Button Page
  • Select activity Acceptance of Estimate Invoice

    

    Acceptance of Estimate Invoice Page
  • Select activity Rejecting an Estimate Invoice

    

    Rejecting an Estimate Invoice Page
  • Select activity Estimate Printout

    

    Estimate Printout Page
  • Select activity Patient List Navigation

    

    Patient List Navigation Page
• Select section Billing

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  Billing

  • Select activity Invoice Details Panel - Patient and Debtor Information

    

    Invoice Details Panel - Patient and Debtor Information Page
  • Select activity Invoice Details Panel - Billing Information

    

    Invoice Details Panel - Billing Information Page
  • Select activity Invoice Screen: Invoice Line Details

    

    Invoice Screen: Invoice Line Details Page
  • Select activity Invoicing: EMGuidance

    

    Invoicing: EMGuidance Page
  • Select activity Invoice Screen: Prescription Line Items

    

    Invoice Screen: Prescription Line Items Page
  • Select activity Patient Invoice: Assistant Code

    

    Patient Invoice: Assistant Code Page
  • Select activity Invoice Actions

    

    Invoice Actions Page
  • Select activity Invoice Using AM/PM

    

    Invoice Using AM/PM Page
  • Select activity Split Multi Quantity Invoice Lines into Single Line Items

    

    Split Multi Quantity Invoice Lines into Single Line Items Page
  • Select activity Download and Print Invoice

    

    Download and Print Invoice Page
  • Select activity Print TAX Invoice with Lab Numbers

    

    Print TAX Invoice with Lab Numbers Page
  • Select activity Navigating and Understanding the Account Details Screen

    

    Navigating and Understanding the Account Details Screen Page
  • Select activity Account Details Sidebar: Navigation and Use

    

    Account Details Sidebar: Navigation and Use Page
  • Select activity All Transactions Tab on the Account Details screen - Use and Navigating

    

    All Transactions Tab on the Account Details screen - Use and Navigating Page
  • Select activity Different Tab Functions on the Invoice Line

    

    Different Tab Functions on the Invoice Line Page
  • Select activity Account Details: Navigating the Invoices Tab

    

    Account Details: Navigating the Invoices Tab Page
  • Select activity Booking History Screen: Navigation and Use

    

    Booking History Screen: Navigation and Use Page
  • Select activity Booking History Screen Sidebar Navigation

    

    Booking History Screen Sidebar Navigation Page
  • Select activity Invoices Tab: Invoice Lines

    

    Invoices Tab: Invoice Lines Page
  • Select activity Invoices Tab: Switch Response

    

    Invoices Tab: Switch Response Page
  • Select activity Invoices Tab: Actions

    

    Invoices Tab: Actions Page
  • Select activity Invoices Tab: How to Update the CCA Status

    

    Invoices Tab: How to Update the CCA Status Page
  • Select activity Shift Amounts from the Medical Aid to the Patient and Vice Versa

    

    Shift Amounts from the Medical Aid to the Patient and Vice Versa Page
  • Select activity Promise to Pay

    

    Promise to Pay Page
  • Select activity Invoices Tab: Invoice Receipts

    

    Invoices Tab: Invoice Receipts Page
  • Select activity Allocating a Medical Aid Rejection Message

    

    Allocating a Medical Aid Rejection Message Page
  • Select activity Removing a Medical Aid Rejection Message

    

    Removing a Medical Aid Rejection Message Page
  • Select activity Account Details: Navigating the Estimate Invoices Tab

    

    Account Details: Navigating the Estimate Invoices Tab Page
  • Select activity Account Details: Navigating the Temporary Invoices Tab

    

    Account Details: Navigating the Temporary Invoices Tab Page
  • Select activity Account Details: Navigating the Receipts Tab

    

    Account Details: Navigating the Receipts Tab Page
  • Select activity Account Details: Navigating the Journals Tab

    

    Account Details: Navigating the Journals Tab Page
  • Select activity How to View a Modifier on the Account Details Screen

    

    How to View a Modifier on the Account Details Screen Page
  • Select activity How to Look Up a Billing Item or ICD-10 Code From the Diary Screen

    

    How to Look Up a Billing Item or ICD-10 Code From the Diary Screen Page
  • Select activity ICD10 Builder: Navigation and Use

    

    ICD10 Builder: Navigation and Use Page
  • Select activity How to Bill Macros (Billing Combinations)

    

    How to Bill Macros (Billing Combinations) Page
  • Select activity Macros (Billing combinations) With Modifiers

    

    Macros (Billing combinations) With Modifiers Page
  • Select activity Time Billing Codes with Fixed Prices - Web App

    

    Time Billing Codes with Fixed Prices - Web App Page
  • Select activity Patient/Medical Aid Outstanding Filter

    

    Patient/Medical Aid Outstanding Filter Page
  • Select activity Multi Invoice Change Log

    

    Multi Invoice Change Log Page
  • Select activity Invoicing a Discount Code

    

    Invoicing a Discount Code Page
  • Select activity Adding a Smart Sticker Protocol from the Invoice screen

    

    Adding a Smart Sticker Protocol from the Invoice screen Page
  • Select activity View and Upload documents from the Uploaded Documents tab

    

    View and Upload documents from the Uploaded Documents tab Page
  • Select activity Batch Tracking on Debtor Invoices

    

    Batch Tracking on Debtor Invoices Page
  • Select activity How to Use the Quote Button on the Invoice Screen

    

    How to Use the Quote Button on the Invoice Screen Page
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      Billing Corrections

      • Select activity Invoice Corrections: Credit Notes

        

        Invoice Corrections: Credit Notes Page
      • Select activity Invoice Corrections: Redo Transaction

        

        Invoice Corrections: Redo Transaction Page
      • Select activity Portal Setup: The Cash Register

        

        Portal Setup: The Cash Register Page
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      Receipting

      • Select activity Receipt Screen: Navigation and Use

        

        Receipt Screen: Navigation and Use Page
      • Select activity How to Download a Receipt

        

        How to Download a Receipt Page
      • Select activity Patient Receipt

        

        Patient Receipt Page
      • Select activity Medical Aid Receipt

        

        Medical Aid Receipt Page
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      Receipt Corrections

      • Select activity How to Redo a Receipt

        

        How to Redo a Receipt Page
      • Select activity Receipt Written Back (Reversal)

        

        Receipt Written Back (Reversal) Page
      • Select activity Reallocation of Receipt (Linking)

        

        Reallocation of Receipt (Linking) Page
      • Select activity New Patient Refund

        

        New Patient Refund Page
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      Debt Management

      • Select activity How to Download or Email a Statement

        

        How to Download or Email a Statement Page
      • Select activity QR Code on Statement

        

        QR Code on Statement Page
      • Select activity Print Statement with Lab Numbers

        

        Print Statement with Lab Numbers Page
      • Select activity Print IOD Patient Statement

        

        Print IOD Patient Statement Page
      • Select activity Journals

        

        Journals Page
      • Select activity Age analysis - Reminder SMSes

        

        Age analysis - Reminder SMSes Page
      • Select activity Hide Zero Account (Archiving)

        

        Hide Zero Account (Archiving) Page
      • Select activity Download Audit Statement

        

        Download Audit Statement Page
      • Select activity Advanced Statement

        

        Advanced Statement Page
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      Communication

      • Select activity Generate an Advanced Booking Reminder Report

        

        Generate an Advanced Booking Reminder Report Page