Glossary: Medical | Dental | Allieds

The Dashboard screen provides quick, centralised access to the Reports that have been selected in the User Settings Reports panel. The Dashboard is designed to give Practitioners and Admin Staff insight into critical operational and financial metrics, without having to navigate through multiple menus or generate reports manually. By displaying only the relevant Reports, the Dashboard ensures that Admin Staff and Practitioners only sees the data that matters most to their role whether it’s turnover, booking trends, or clinical case summaries. This focused access improves decision-making, streamlines workflows, and enhances productivity across the Practice.

Web App: 

The Date is the Time and Day stamp of the transaction or work that was done. Dates are important to draw the correct reports and financial details.

The date is also important to claim from the medical aid.

There are 3 types of dates in GoodX.

• Transaction date
• Capture date
• Financial period

Please refer to the different date types for more information.

The date submitted on the Claim history screen is when the claim was sent to the medical aid.

Web App:

Debtor Demographic data refers to all of the debtors' personal information, such as their Name, Surname, ID number, Telephone Number and Address etc. A SyncVite is an invitation that the practice sends the patient asking them to share their personal information. The patient has the choice if they would like to share certain information with the practice. The practice can also use the SyncVite feature to allow the user to update and edit the information that is currently on the practice's database. A SyncVite can be sent with every booking to ensure that the patients' information is correct and up to date.

The Debtor Drilldown Report is a detailed financial Report which gives an overview of all transactions on the system within a specific timespan, on specific accounts, and types of transactions, using specific selected groupings and filters to customise the Report to the information you want to see.

Web App:

The Debtor Information is the demographic information from the Main Member or the person responsible for the payment of the account. Demographic information is information that contains personal information of the debtor or patient such as Full name, Surname, Identification number, Contact number, Address and Medical Aid details.

Web App:

Desktop App:

The Journals Batch screen will allow the user to do the same type of journal on multiple debtors before posting the journals, building a batch and then post. 

Reasons for journals:

• Small balance writes off. (Example: Writes off amounts under R20.00 )
  
• Settlement Discount. (Example: Give patient R200 discount for settling the account.)
  
• Bad Debt. The outstanding amount that is not collectable from the patient can be written off as Bad Debt.

Web App:

Desktop App:

The Debtor Label is a sticker with the Main Member demographic information on. The sticker can be stuck on to the file with the account number.