Account outstanding

The account outstanding is the total rand value that is not yet paid by the patient or medical aid. The total amount the Debtor is owing to the Practice.


Web App:

Shortcut default: Ctrl + A (Ctrl and A keys together on the keyboard)

Roadmap 1:  T Diary > Booking slot (If a booking was made) > SB > Top right block

Roadmap 2: T Diary >  Booking slot > SB > B Account details > T Account details - Right side of screen

Roadmap 3: T Debtors > S Debtors list > Debtor >  SB > Top right corner

Roadmap 4: T Debtors > S Debtors list > Debtor > SB > B Account details > T Account details > Right side of screen

User manual link: Account Details


Desktop App:

Shortcut: F10 (F10 key on the keyboard ) on the correct patient booking 

Roadmap 1: Mod Diary > Booking slot (when booking was made) > SB >  Financial block (Scroll down) 

Roadmap 2: Mod Diary > B Acc Enq > S Account query 

Roadmap 3: Mod Med Debs > B Acc Enquiries > S Choose a debtor > S Account query

Roadmap 4: Mod Med Debs > M Queries > SM Account > S Choose a debtor > S Account query

User manual link 1: Account summary

User manual link 2: Account Enquiries



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