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Setup Banks To Be Used For Patients Direct Debit Payments - Enterprise

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I-Clarity Version: Enterprise - View the i-Clarity version of this article
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When you are setting up a Direct Debit for a patient and you enter their bank details, i-Clarity can pull through the Bank's address based on the sort code entered. You can go to the Maintenance Module, use the Search bar to search for banks and populate a list of Banks and addresses. Fill in the boxes at the bottom of the page from left to right.

  1. Type the sort code of the bank in the first box.
  2. Type the name of the bank in the 'Bank Name' box.
  3. The next three boxes are address boxes and the fourth is the 'Postcode' box.
  4. You can add the branch telephone number in the 'Telephone' box.
  5. The email address for the Bank can go in the 'Email' box.

Click the '+' button to add the Bank details.

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