Glossary: Medical | Dental | Allieds

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Desktop App:

An E-mail is a message service that allows users to send letters electronically from one device to another via the internet. A Template is an electronic document that is used and has a predetermined page layout and style that can be changed to create the final product that is needed. A Template will show where specific page elements should go and may include mandatory standard text or graphics. E-mail Templates allow users to create standard E-mails to send out to Debtors/Patients. When sending E-mails users can select the relevant Template that will be sent. Creating E-mail Templates saves time and creates uniformity when communicating with Patients via E-mail.

The EDI Response Service Date Change allows the user to receive a message advising that the date of the service on the Invoice which was submitted to the Medical Aid has been changed.

Please Note: The date on the Invoice must be changed in order for this function to work. 

Web App:

Using an EDI Reversal is important when a submitted claim has been rejected by the Medical Aid due to errors or incorrect information. Instead of creating a new claim from scratch, the reversal allows you to correct and resubmit the original claim accurately. This helps to maintain clean records, avoid duplicate submissions, and ensure quicker resolution and payment from the Medical Aid.

Web App:

Roadmap: NW > MOD Communication - S Switch History > Invoice > B View Response - S Switch Details > B Reverse - S Switch Details

User Manual Link: WA: EDI Reverse

Desktop App:

Roadmap:  MOD MedDebs >> S Debtor Manager > TB Admittance B > S Main Member Input > Account B (F9) > S Account Query > Invoice > T GoodXSwitch > S GoodXSwitch > B Reverse Claim > S Confirmation > B Send Now >

User Manual Link: DA: Reversal and re-submission of Claims

System options allow the user to set up the system to suit the needs of the practice and activates/deactivates certain functions in the system.

The EDI Settings is the switch that establishes communication to and from medical aids so that the practice can properly administrate their claims. GoodX Switch allows the user to submit claims directly and in real-time into all major medical aid computer systems and to receive proof of submission and delivery of claims directly into GoodX. It's important that the EDI Settings are set up correctly.

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Desktop App:

Editing the Practitioner's details allows the user to update and change the current personal details of a Practitioner. Being able to make changes to the Practitioner's details is a useful tool for keeping important information up to date. 

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Desktop App:

You would use this function when you need to capture or update Employer details that is linked to a Debtor. This is especially useful for keeping a clear record of where the Debtor works, which can be important for billing, reporting, or claim purposes. In Injury on Duty claims (IOD), it’s not just useful but it’s essential. The Employer’s information is a required part of the documentation for processing engineering duty claims. By adding it here, you're making sure all the necessary details are in place to avoid delays later in the process.

Web App:

Editing an Electronic Remittance Advice (ERA) is important for maintaining accurate financial records within the Practice. When discrepancies or errors are identified in the ERA, making the necessary corrections ensures that all Debtor accounts reflect the correct payment information. This process helps in proper account management and reduces billing discrepancies, ensuring that the Practice's financial data remains reliable and up-to-date.

Web App:

The Main member demographic details can be edited when the patient arrives, if any information on the Main Member has changed, out of the appointment time slot.

The shortcut "F2" (F2 button on the keyboard) can be used when the correct timeslot is highlighted, to edit the demographic details of the Main member.

Editing an image gives you the ability to modify the currently selected image. This can include drawing, labelling, or adjusting the image to highlight specific details or areas of interest better.

User Manual Link: How to Edit Images