Glossary: Medical | Dental | Allieds

Jinja2 Templating Codes allow you to extract data from completed Workflow Events and populate a Report that is sent to either the Patient, the Referring Practitioner, or the Specialist to whom the Patient is referred. Almost any information completed/added to a Workflow Event Template (Custom, Examination, Eye Eval 2, Quick Note, Sick Note etc.) can be extracted from the completed Workflow Event and added to a Report. Special Placeholders are used in the code of the Report to be able to extract the desired information. Using Jinja 2 gives you cohesiveness in your Reports, saves time and provides the flexibility to customise your Reports to suit your needs.

💡Please Note: You need to contact your FCL in order to set this up as you will not be able to do this on your own. 
All data required in the Report will need to be completed in the various Workflow Events, or else errors will occur when trying to generate the Report.

💡Please Note: Currently there are only 4 Jinga2 Templating Codes available: Current Events, Clinical History, Medical History, Booking Past.

Journals are done to adjust a Patient's account by either adding or removing amounts due to a specific reason by assigning these amounts to specific income or expenditure ledger accounts. It serves as a record for various transactions related to Invoices, and should only be used for the following purposes:

• Create Opening Balances for new GoodX systems
• Small Balance Write-Off
  
• Settlement Discount
  
• Bad Debt Write-Off
  
• Bad Debt Recovered
  
• Hand Over
  
• Interest

Journal Actions are specified Journal Transactions which are pre-defined for ease of use. Journal Actions have fixed pre-defined Ledger Accounts and Descriptions. Journal Actions are set up to post only as a Credit or Debit amount. The system will automatically use the correct calculations to process the Journal Actions as defined by the Practice Manager, which keeps the transactions neat and avoids mistakes.

Please Note: Journals are not to be used to rectify incorrect invoices or receipts. Using Journals to fix errors will cause incorrect reporting, as Journals do not correct turnover and cashflow reports.

There are six reasons that a user will post a Journal, for these reasons please refer to the glossary entry: Journal Reasons.

Web App:

Desktop App:

Debtor Journal correction will be used when the Journal action function was used to post a journal on the account and it was a mistake.

The journal can be reversed with the debtor journal correction.

Web App:

Desktop App:

Journal Actions are specified Journal Transactions which are pre-defined for ease of use. Journal Actions have fixed pre-defined Ledger Accounts and Descriptions. Journal Actions are set up to post only as a Credit or Debit amount. On the Batch screen, the user will need to indicate whether the amounts are Credit (+) or Debit (-) amounts, in order for the system to calculate correctly. The system will use the correct information as indicated by the user to process the Journal Actions as defined by the Practice Manager, which keeps the transactions neat and avoids mistakes. 

There are six reasons that a user will post a Journal, for these reasons please refer to the glossary entry: Journal Reasons.

Web App:

Desktop App:

Journals should only be used for the following 6 reasons:

• Small Balance Write-Off: The account balance is under a certain amount and the Practice is clearing the account. Small balances are written off because the resources needed to collect them, outweigh the value of the balance and therefore can't be justified. Each Practice will use their own discretion in determining what amounts will be written off.
• Settlement Discount: The Debtor/Patient would like to settle their account in full and by doing so the Practice has granted a discount on the account.
• Bad Debt Write Off: No payment has been received toward the account, The Practice has decided that they would rather write the debt off as they have tried all avenues to collect the debt without success. The Practice does not foresee that the payment will be recovered.
• Bad Debt Recovered: Debt that was previously written off, due to non-payment, and the fact the Practice thought that the money would not be recovered, has now been paid.
• Hand Over: The account has been handed over to a third party in order to collect the funds that are owed. The Practice hopes that by paying for third-party collection services, the outstanding funds will be recovered. 
• Interest: A fixed percentage of the outstanding amount based on how long the account is overdue. Interest that has accumulated due to late payments will need to be allocated, to advise where the funds came from.