Updating a Customers Third Party References
This article will explain how to use the different options available on the Third Party References page.
In MediBooks customers and businesses can be associated with any number of third parties for insurance purposes, and a default third party can be set so whenever an invoice is created for a customer the desired third party will be selected by default.
Using the reference details table reference numbers and start and end dates can be added to a third party, if an end date is used once this date is reached the policy will expire and certain behaviour may occur, which can be controlled using the settings explained in Changing What Happens When Policy End Date is Reached.
Opening the Third Party References Page
Go to the Customer Tab within MediBooks.
Search for the Customer/Business required (Details of how to search are available in Searching). Select the Customer you wish to Link by Clicking on the Customer. In the Menu bar, select [Modify], then [Third Party References].
This will open a new screen that contains details of any existing Third Parties the customer is currently referenced to.
Adding a Third Party to a Customer Account
Ensure the correct customer has been selected and open the Third Party References page, to add a Third Party Reference, Click [Add].
Select the required Third Party from the Pop-Up screen (shown below).
Click [OK].
The selected Third Party will now appear in the customer’s third parties box.
If you are happy with the changes click [Save].
Removing a Third Party
Ensure the correct customer has been selected and open the Third Party References page. Select the third party you would like to remove and click [Remove].
If you are happy with the changes click [Save].
Setting a Default Third Party
Ensure the correct customer has been selected and open the Third Party References page, select a default Third Party by Clicking on the tick boxes on the left side of the list.
If you are happy with the changes click [Save].
Modifying the Third Party Reference Details Table
Ensure the correct customer has been selected and open the Third Party References page. Select a third party, and on the right-hand side of the screen, click on the item in the "Value" column that you wish to edit. This has been highlighted in the image below.
If you are happy with the changes click [Save].
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