Billing to Debt Management (Web App)

Topic outline

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  Billing to Debt Management (Web App)

  The Web App user manuals under this section of the Learning Centre are for functions that are used in the business processes from Billing to Debt Management.
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  Billing

  • Macros (Billing Combinations) Page
  • Estimates/Quotes Create, View, Print and Email Page
  • Acceptance of Estimate Invoice Page
  • Rejecting an Estimate Invoice Page
  • The Invoice Screen: Navigation and Use Page
  • Invoicing: EMGuidance Page
  • Patient Invoice: Assistant Code Page
  • Invoice Using AM/PM Page
  • Split Multi Quantity Invoice Lines into Single Line Items Page
  • The Multi Invoice Screen: Navigating and Use Page
  • Download and Print Invoice Page
  • Print TAX Invoice with Lab Numbers Page
  • Invoice Management Tab: Navigation and Use Page
  • Posted Invoices Subtab Page
  • Posted Invoices Tab Sidebar: Navigation and Use Page
  • Invoice Management Subtab Page
  • Navigating and Understanding the Account Details Screen Page
  • Account Details Sidebar: Navigation and Use Page
  • All Transactions Tab on the Account Details screen - Use and Navigating Page
  • Different Tab Functions on the Invoice Line Page
  • Account Details: Navigating the Invoices Tab Page
  • Booking History Screen: Navigation and Use Page
  • Invoices Tab: Invoice Lines Page
  • Invoices Tab: Switch Response Page
  • Invoices Tab: Actions Page
  • Invoices Tab: How to Update the CCA Status Page
  • Shift Amounts from the Medical Aid to the Patient and Vice Versa Page
  • Promise to Pay Page
  • Invoices Tab: Invoice Receipts Page
  • Allocating a Medical Aid Rejection Message Page
  • Removing a Medical Aid Rejection Message Page
  • Account Details: Navigating the Estimate Invoices Tab Page
  • Account Details: Navigating the Temporary Invoices Tab Page
  • Account Details: Navigating the Receipts Tab Page
  • Account Details: Navigating the Journals Tab Page
  • Notebook Screen: Navigation and Use URL
  • Modifier on Invoice Page
  • How to Look Up a Billing Item or ICD-10 Code Page
  • ICD-10 Codes Page
  • Diagnosis/Observations and Treatment Planning (Dentist / Specialist ONLY) URL
  • Dental Specification on Invoice Screen URL
  • Periodontal Charting URL
  • Stock Invoicing Page
  • Macros (Billing combinations) With Modifiers Page
  • Time Billing Codes with Fixed Prices - Web App Page
  • Estimate Printout Page
  • Patient/Medical Aid outstanding filter Page
  • Multi Invoice Change Log Page
  • Invoicing a Discount Code Page
  • Adding a DAMA Protocol from the Invoice screen Page
  • View and Upload documents from the Uploaded Documents tab Page
  • Medical Aid List Screen: Navigation and Use Page
  • Medical Aid List Screen: Navigating the Administrator Tab Page
  • Medical Aid List Screen: Navigating the Scheme Tab Page
  • Medical Aid List Screen: Navigating the Medical Aid Option Tab Page
  • Multi Invoice Screen: Load Batch Navigation and Use Page
  • Batch Tracking on Debtor Invoices Page
  • How to Use the Quote Button on the Invoice Screen Page
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  Billing Corrections

  

  • Invoice Corrections: Credit Notes Page
  • Invoice Corrections: Redo Transaction Page
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  Claim Administration (GoodX Switch & Online patient payments)

  

  Information is documented in the Switching: Claim Administration Book on the book case. Click on this image:

  

  
  
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  Receipting

  All Electronic Remittance Advice (ERA) information can be found under the Switching: Claim Administration book on the book case.
  

  • Receipt Screen: Navigation and Use Page
  • Patient Receipt Page
  • Download and Print Receipt Page
  • Medical Aid Receipt (Single Payment) Page
  • The Cash Register Page
  • Portal Setup: The Cash Register Page
  • Web Setup: User Entity Settings - General Settings URL
  • Web Setup: Entity Settings - Entity Settings URL
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  Receipt Corrections

  

  • Receipt Written Back (Reversal) Page
  • New Patient Refund Page
  • Reallocation of Receipt (Linking) Page
  • Receipt Redo Page
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  Debt Management

  
  Before starting with Debt Management, Journals can be used for the following:
  

  • Small balance Write Off
    
  • Settlement Discount
    
  • Bad Debt Write Off
    
  • Bad Debt Recovered 
    
  • Hand Over
    
  • Interest
    

  NOTE: DO NOT USE JOURNALS TO CORRECT ERRONEOUS INVOICES OR RECEIPTS - Otherwise your reporting will be incorrect as Journals do not correct your turnover and cash flow reports.
  
  

  • Download and Print Statement Page
  • QR Code on Statement Page
  • Print Statement with Lab Numbers Page
  • Print IOD Patient Statement Page
  • Debtor Statement (Bulk) Page
  • Journals Page
  • Credit Control Management (Automated Credit Control) Setup Page
  • CCM: Groups Page
  • CCM: Statuses Page
  • CCA: Actions Page
  • Audit Log Page
  • Age analysis - Reminder SMS's Page
  • Hide Zero Account (Archiving) Page
  • Download Audit Statement Page
  • Debtor Statement Profile List Page
  • Advanced Statement Page
  • Statement Parameters Page
  • How to set up a Report Profile Page
  • How to Copy Report Profiles to Other Entities Page
  • How to Add/Edit CCA Groups and Statuses Page
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  Communication

  • Generate an Advanced Booking Reminder Report Page