You need to update patient details in two places: in your dental software and in Payt. Always update the details in both systems. If you only update Payt, the old details will be imported again with the next declaration that you submit from your dental software.
Step 1: Update details in your dental software
Start by updating the details in your dental software (e.g. Exquise, Novadent or Simplex). This ensures that future declarations automatically arrive in Payt with the correct details.
Step 2: Update details in Payt
Find the right patient in Payt and open the customer card.
Click 'Actions' in the top right and select 'Update customer details'.
Update the details and click 'Update customer details' at the bottom of the screen to save.
Resend the invoice
Did an invoice or reminder fail to arrive because the email or postal address was incorrect? Once you've updated the address, you can resend the email or letter directly from the invoice page.
Go to the invoice in Payt.
Find the step you want to resend in the timeline on the right.
Click the three dots next to the message and select 'Resend email'.
