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Debtors
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Debtors
Debtors & Patients
Patient List Navigation
Patient List Navigation
Last modified: Tuesday, 22 September 2026, 8:48 PM
◄ Estimate Printout
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Jump to activity
Debtors Screen Navigation
Transaction Batches (Multi Invoice) Navigation
Transaction Batch List Screen Navigation
Debtor Screen Sidebar Navigation
Debtor List Navigation
The Invoice Screen: Navigation and Use
How to Create an Estimate Invoice
Authorisation Setup
How to Create a New Debtor
How to Import Debtors by Using Extraction AI
Debtor Edit - Add Address Screen: Navigation and Use
Add/Edit Address Screen
Debtor Edit - Add Contact Point Screen: Navigation and Use
Add/Edit Contact Point Screen
Debtor Edit - Add Related Party Screen: Navigation and Use
Add/Edit Related Party Screen
How to Add New Dependants (Patients)
How to View/Edit Debtor and Patient Information
Create New IOD Debtor
Duplicate Debtor Warning
Copy Debtor/Patient Data as Text
How to Link a Default Referring Practitioner to a Debtor/Patient
Patient Validation, Dependant Data, New Debtor Import and Benefit Check
Debtor & Patient Documents: Navigation and Use
How to Add/Upload Debtor & Patient Documents
Link to Existing Patient
How to Make a Patient Inactive
Link Clinical Data (Copy Data)
Debtor Cover Sheet
How to Download a Patient Label
Create New Employer
GAP Cover
Debtor Status
How to Edit an Employer on a Debtor's File
How to Copy Debtors and Patients to a New Entity
How to Import Data from the Grand Central Members List
Grand Central Members List: Navigation and Use
Medical Aid Option Links - Patient Navigation and Use Screen
Copy Debtor/Patient Data as Text
Patient Identifier - Face Hash Button
Acceptance of Estimate Invoice
Rejecting an Estimate Invoice
Estimate Printout
Invoice Details Panel - Patient and Debtor Information
Invoice Details Panel - Billing Information
Invoice Screen: Invoice Line Details
Invoicing: EMGuidance
Invoice Screen: Prescription Line Items
Patient Invoice: Assistant Code
Invoice Actions
Invoice Using AM/PM
Split Multi Quantity Invoice Lines into Single Line Items
Download and Print Invoice
Print TAX Invoice with Lab Numbers
Navigating and Understanding the Account Details Screen
Account Details Sidebar: Navigation and Use
All Transactions Tab on the Account Details screen - Use and Navigating
Different Tab Functions on the Invoice Line
Account Details: Navigating the Invoices Tab
Booking History Screen: Navigation and Use
Booking History Screen Sidebar Navigation
Invoices Tab: Invoice Lines
Invoices Tab: Switch Response
Invoices Tab: Actions
Invoices Tab: How to Update the CCA Status
Shift Amounts from the Medical Aid to the Patient and Vice Versa
Promise to Pay
Invoices Tab: Invoice Receipts
Allocating a Medical Aid Rejection Message
Removing a Medical Aid Rejection Message
Account Details: Navigating the Estimate Invoices Tab
Account Details: Navigating the Temporary Invoices Tab
Account Details: Navigating the Receipts Tab
Account Details: Navigating the Journals Tab
How to View a Modifier on the Account Details Screen
How to Look Up a Billing Item or ICD-10 Code From the Diary Screen
ICD10 Builder: Navigation and Use
How to Bill Macros (Billing Combinations)
Macros (Billing combinations) With Modifiers
Time Billing Codes with Fixed Prices - Web App
Patient/Medical Aid Outstanding Filter
Multi Invoice Change Log
Invoicing a Discount Code
Adding a Smart Sticker Protocol from the Invoice screen
View and Upload documents from the Uploaded Documents tab
Batch Tracking on Debtor Invoices
How to Use the Quote Button on the Invoice Screen
Invoice Corrections: Credit Notes
Invoice Corrections: Redo Transaction
Portal Setup: The Cash Register
Receipt Screen: Navigation and Use
How to Download a Receipt
Patient Receipt
Medical Aid Receipt
How to Redo a Receipt
Receipt Written Back (Reversal)
Reallocation of Receipt (Linking)
New Patient Refund
How to Download or Email a Statement
QR Code on Statement
Print Statement with Lab Numbers
Print IOD Patient Statement
Journals
Age analysis - Reminder SMSes
Hide Zero Account (Archiving)
Download Audit Statement
Advanced Statement
Generate an Advanced Booking Reminder Report
Invoice Details Panel - Patient and Debtor Information ►
