6. Debtors


  • Debtor toggles:
    • Use postal code book: It will automatically pick up postal codes for all areas
    • Print over entities: Set up a report over a few entities
    • Default Single Invoice Statement: Will print singe Invoice on Statement that is outstanding
  • Account Prefix: Is the Debtor Prefix
  • Statement Setup:
    • Local Setup: The Statement Setup is per station in a Practice
    • Entity Setup: The Statement Setup is per entity in a Practice
    • Global Setup: The Statement Setup, all entities will look at the same Statement Setup
  • Global long messages: Actual Statement Settings that will permanently print a message out on statements
  • Get Authorisation on patient: Only for certain disciplines where applicable
  • ID Validation: Will do a valid/actual check if the ID number is correct and valid.
  • Default ID: Tick the one below that will be defaulted on the Debtor Input screen to validate debtor
    • RSA ID
    • Passport
    • Other
  • Block savings of valid email: Won't save the debtor if the email isn't valid
  • Block savings of invalid cellphone: Won't save debtor if the phone number isn't valid
  • Allow employer field to be skipped in debtor input screen: Select if employer details can be skipped
  • All debtor fixed data input in capitals: Force all input in Capital letters
  • Display color of debtor status: To change the color of debtors on the debtor screen ex Active/Inactive/Discontinued
  • Episode Management: Template tool for certain disciplines. Template to keep track and in sync with every Doctor and that specific Doctors billing. (Communication template Tool)
      • None: Default
      • Normal: Option for all Orthodontic Practices (this feature is used with a Payment Plan)
      • Express: Client specific
      • Laboratory Requisition: Option for all Pathologist Practices. Every Lab will get a specific lab reference number as per setup
  • Min. Sec. to wait before emailing Statements: Takes GoodX time to generate batches of .pdf to send to Patients
  • Model Debtor (Optional): The default debtor that will be mirrored for all new debtors (Doctor, Referring Doctor, Service Centre)
  • Patient default Gender: The gender that will be the default option on the debtor input screen
    • None
    • Male
    • Female
  • Default terms: The default set days a debtor/medical aid will have to settle/pay account for a patient
  • New debtor SMS:
    • Afrikaans: 
    • English: 
  • Global data: Default Setup that must be sorted out before the site start. If all entities will share the same data according to:
    • No global data - N/A
    • Debtors & Medical Aids: (NOT ADVISABLE) - This means that all entities will share debtor information which may have legal implications
    • Only Medical Aids: By default ON
    • Lists & Medical Aids - N/A
  • Debtor status: N/A
    • Local List & Local Status:
    • Global List & Local Status:
    • Global List & Global Status:
  • Share debtor File number: If global debtors will share the same file number or have separate file numbers per entity
    • Global directory
  • Debtor Notes:
    • Allow users to edit or delete old notes (Debs & Creds): This setting MUST NEVER be switched on unless on request in writing from Doctor. No notes must be edited or deleted from the system.
    • Unlinked debtor notes for Supervisors only: N/A
    • Create entry in debtor notebook for emails: Every time you send an email it will automatically add the whole email/template/text in the notebook
  • Custom-made Report Forms: The details that the Practice want to be printed on the Reports/Statements/Invoices
    • Do not print GoodX/Buro logo on the bottom of the statement: This is only applicable if the Practice doesn't have their own logo
      • Statement: Always default.
      • Debtor label: By default, we always use the "Thermal Layout" (FCL to customize logo if otherwise requested)
      • Signata label: By default, we always use the "Thermal Layout" (FCL to customize logo if otherwise requested)
      • Custom labels: By default, we always use the "Thermal Layout" (FCL to customize logo if otherwise requested)
  • "Now Due" Description on statement: Message that will be printed on Statement/Invoice/Age Analysis
    • Afrikaans: Gelde Verskuldig
    • English: Money Now Due
  • Credit Control Process:
    • CCA Setup: Processes for credit control. Credit Control processes setup for Invoices.
      • Not enabled
      • Invoice Level (Service Date): Date Invoice was posted
      • Invoice Level (Capture Date): Date Invoice was captured