Debtors

Patient Maintenance

Create a patient account

  1. From the Main Dispense screen, tap the Accounts tile (or press <F6>) to open the Patient Maintenance form and the Debtors form.

  2. Search for a patient name. and tap the relevant entry in the Search results.
    • If the patient record already exists, select it to pre-fill the relevant fields in the Debtors form.
    • If the patient record does not exist, tap New (or <CTRL + M>) to open the Customer Create form.
  3. In Debtors - Customer Create, enter or update the patient details and set the Opening Balance for the account.

  4. In Account Details, set the Account Type and the Credit Limit.

    A patient can have multiple accounts of different types.

  5. Save your changes to open the Debtors - Account Management form.

  6. Review all other details and edit them (if required), then tap Save.

    The patient and account details are now saved in Patient Maintenance.

    The patient record is now linked to the customer (account) record.

    When this patient is selected, the account details also display in the Accounts tile on the Main Dispense screen.

  7. Press [ESC] to close the Debtors form.

Set up autocharge

  1. From Patient Maintenance, open Extra Details.
  2. Change to Autocharging? toggle to Yes.

Dispense for a patient with an account

When dispensing for patient with an account, the Account Charge Type prompt is displayed.

  1. At the prompt, select from the following options:
    • <ESC>: Do not charge to the account.
    • <Initial>: select the account to send this charge to (Personal, TAC, Workcover, Other).
    • R: Remember account selection for next time?

  2. Complete the dispensing as per normal.

Edit a script for a patient with an account

When editing a script with was charged to an account, the Account Charge Type prompt is displayed.

  1. At the prompt, select from the following options:
    • <L>: Leave charge on the account.
    • <R>: Remove charge from the account (and send to the POS).

  2. Complete the dispensing as per normal.

Unlink a patient from a customer (account) record

  1. From the Main Dispense form, tap the Accounts tile (or press <F6>) to open the Debtors form.

  2. In Debtors, tap Match (or <ALT + 5>).
  3. In Debtors - Account Management, tap Remove to unlink the patient from the customer.