GoodX Healthcare Glossary
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Date submittedThe date submitted on the Claim history screen is when the claim was sent to the medical aid. | |
Debtor & Patient DocumentsDebtor & Patient Documents are securely stored in the respective Debtor or Patient file and play a crucial role in maintaining accurate and comprehensive records for the Practice. These documents ensure compliance with legal and administrative requirements while facilitating efficient Patient management. Examples of such documents include a valid Medical Aid card for verification of benefits, an Identification Document to confirm the Patient’s identity, signed Terms and Conditions outlining the agreement between the Practice and the Patient and/or Debtor, and Consent forms required for medical procedures or data sharing and any other relevant documentation that you require.
Shortcut: N/A Roadmap 1: NW > MOD Diary - S Diary > Booking - SB Diary > B Add Documents - S Upload Documents Roadmap 2: NW > MOD Diary - S Diary > Booking - SB Diary > B Account Details - S Account Details > T Uploaded Documents - S Upload Documents Roadmap 3: NW > MOD Debtors - S Debtors > Select Debtor - SB Debtor > B Account Details - S Account Details > T Uploaded Documents - S Upload Documents Roadmap 4: NW > MOD Diary - S Diary > T Hospital Round List - S Hospital Round List > Select Patient - SB Patient > B Account Details - S Account Details > T Uploaded Documents - S Upload Documents User Manual Link: Debtor Documents: Navigation and Use | |
Debtor Demographic SyncviteDebtor 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. | |
Debtor Drilldown ReportThe 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: Shortcut: N/A Roadmap: NW > MOD Reports - S Reports > B Add New - S Report Profile > DM Report Type > Debtor Drilldown Report - S Debtor Drilldown Report User Manual Link: How to Generate a Debtor Drilldown Report Desktop App:
Shortcut: N/A Roadmap: MOD Med Debs - S Debtor Manager > M Print > SM Debtor Transaction Drilldown (Daybook) - S Current Profile Daybook Report > Select desired profile > B Print to Grid - S Report Parameters User Manual Link: Debtor Transaction Drilldown (Daybook) | |
Debtor InformationThe 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:
Shortcut: N/A
Roadmap 1: NW > MOD Diary - S Diary > Booking > SB Diary > B Debtor Edit - S Debtor Details Roadmap 2: NW > MOD Diary - S Diary >> Booking > PU Add/Edit Booking > B Edit Debtor - S Debtor Details Roadmap 3: NW > MOD Debtors - S Debtors > Search Relevant Debtor > Select Relevant Debtor > SB Debtor > B Debtor Edit - S Debtor Details Roadmap 4: NW > MOD Debtors - S Debtors >> Select Relevant Debtor - S Account Details > T Debtor Details - S Debtor Details
User Manual Link: Desktop App:
Shortcut: F2 (F2 button on the keyboard) - To insert a debtor's information in the system. Roadmap 1: Mod Diary > M Appointment options > Debtor information > Main Member Input Roadmap 2: Mod Diary > B Debtor List > Choose debtor > T Input (F7) Roadmap 3: Mod Diary > B Acc. Enq > S Choose a debtor > B ... > Choose debtor > T Input (F7) Roadmap 4: Mod Med debs > B Acc Enquiries - S Choose a debtor > B ... > Choose debtor > T Input (F7) Roadmap 5: Mod Med debs > M Debtors > SM Admittance > Choose debtor > T Input (F7) Roadmap 6: Mod Med debs > B Admittance > Choose debtor > T Input (F7) User Manual Link: | |
Debtor Journals: Batch screenThe 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:
Web App: Shortcut default: N/A Roadmap 1: N/A User manual link: N/A Desktop App: Shortcut: N/A Roadmap: Mod Med debs > M Transactions > SM Debtors Journals : Batch screen - S Debtor journals User manual link: | |
Debtor LabelThe 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. | |
Debtor ListA list with all the demographic information of the Main Members and Dependants on the system. A lot of different functions can be completed or accessed from the list. Web App:Desktop App: Shortcut: N/A Roadmap 1: MOD Diary > S Diary > TB > B Debtor List - S Main Member Input User manual link: Debtor List | |
Debtor SearchProviding a search function that searches your Desktop or Web App for Debtors is a design strategy that offers users a way to find content (such as Debtor or Patient demographic information). The search function makes it easier for users to locate and access Debtors or Patients instead of having to scroll through the list especially if it's a big Practice with a lot of Debtor files. Web App: Shortcut default: N/A Roadmap: S Diary > T Debtors > S Debtors > F Search. User Manual Link: Debtor Search Desktop App: Shortcut: F9 (F9 button on the keyboard) Opens up the list of Debtors Roadmap 1: Mod Diary > B Debtor List (F9) > S Main Member Input > F Search. Roadmap 2: Mod Med Debs > B Admittance > S Main Member Input > F Search. User Manual Link 1: Fuzzy Debtor Search User Manual Link 2:
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