Payment Plan (Medical Practitioner): Configuration

The Payment Plan List is where all the different payment plans will be created with the amount and number of installments. The list needs to be created to enable step 2 and 3 to be completed, and enable the system to post the invoices on the accounts. 

  • Log in to the GoodX Desktop App with your username and password.
  • Double click on the MedDebs module.

To enable the Payment Plan, you have to Enable the Episode Screen in Options.

  • From the menu bar, click on Batch Transactions.


  • From the sub-menu, click on Payment Plan.
  • From sub-menu 2, click on Payment Plan List.


The first selection is the Payment Plan List:
  • The Payment Plan List will appear.


  • The following information will appear:
    • Acc. Number: The account number is the number that the system creates when a new account is created.
    • File No: The hardcopy file number is the number that is on the debtor/patient's file.
    • Account Name: The name of the account holder as it is on the debtor's file.
    • Patient Name: The name and surname of the patient.
    • Medical Aid: The name of the medical aid that the patient is using.
    • Quoted: The amount that the practitioner quoted the patient for the procedure.
    • Billed: The amount that the patient is billed for. The amount that the debtor needs to pay.
    • Rem. Amount: The remaining amount that still needs to be paid.
    • Inst. Amount: The total amount of the previous installment.
    • Status: The column will indicate whether the account is active or inactive.
    • Installments: The number of installments that went through to the medical aid.
  • Click on the Add button in the bottom left corner to add the correct debtor.


  • The Main Member Input screen will appear, search for the correct debtor.

  • Click on the chosen debtor, click on the Ok button or F2 on your keyboard.
  • The Dependant Input screen will appear.

  • Click on the OK button or F2 on your keyboard.


  • The Payment Plan Details screen will appear.


  • Enter the Quoted, Primary amount, and the number of Instalments that the Patient must pay, for example, 12 Months.
  • Enter the Primary- and the Instalment billing code with the ICD-10 Codes.
  • Choose the Start and Primary billing date.
  • Select the correct Treating provider, Referring provider, and Service Center.
  • Click once on the Save button to save the Payment Plan details.


  • The Payment Plan List will appear.


The second selection on the Payment Plan is Show Payment Plan Invoice for the Start date of the Treatment (To view the Payment Plan that has been set up):

  • From the Batch Transactions drop-down, click Payment Plan.
  • Click on Show Payment Plan Invoices for date.


  • Choose the Supply Invoice Date and it will show you the Payment Plan Invoices that have been created for the Invoice dates and Information on the Account, Service Centre, Start Date, Remaining Instalments, Code, ICD-10 Codes and the amount that will go off on the next step.


 The third selection on the Payment Plan is how to Generate Payment Plan Invoices that you must do every Month to bill the Invoices on the Payment Plan.

  • From the Batch Transactions drop-down, click Payment Plan, click on Generate Payment Plan Invoices.


  • The Installment Invoices screen will appear.



  • Tick the Instalment Run for Month Has Not Been Done, complete the Invoice Date for the selected Invoice on the Payment Plan.
  • On the Instalment Invoices, it will also show you the Invoice Period, Last Invoice Date, and the Last Invoice Period.
  • Click on the OK button.


  • A Generated Payment Plan will appear.


  • Click on the Print button to print the Generated Payment Plan.


  • Click on the Post invoice button.


  • A Posted Batch screen will appear.


  • Click on the OK Button to post the invoice.

Last modified: Friday, 16 April 2021, 2:29 PM