| I-Clarity Version: Enterprise - View the i-Clarity version of this article | Views: 35 |
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.
- Type the sort code of the bank in the first box.
- Type the name of the bank in the 'Bank Name' box.
- The next three boxes are address boxes and the fourth is the 'Postcode' box.
- You can add the branch telephone number in the 'Telephone' box.
- The email address for the Bank can go in the 'Email' box.
Click the '+' button to add the Bank details.
