Billing to Debt Management (Desktop App)

The function will be used when the practice starts on GoodX for the first time and wants to bring debtors patient closing balances from a previous system. These are amounts that still need to be collected from the patient. This assists the practice and ensures a correct age analysis. 

• Log in to GoodX Desktop App with your username and password.
• Double click on the MedDebs module.

• Click on the Batch transactions tab.

• From the drop-down, click on the Opening balances: Patients.

• The Select Period screen will appear.

• Click on the OK button or F2 on your keyboard.

• The Opening Balance Input screen will appear.

• Choose the Patient/Private option in the Post account.

• Contra account: This will always be SCR1.

• Click on the Import data button to import the new data.

• Select From external file (e.g. CSV).

• There are two options to import a profile:
• Already saved profile.
• Create a new profile.

Already saved profile:

• Click on the ellipse (...) to import the correct file and complete the information.

• Upload the profile file that you created before.

• Click on Open to open the Debtors Opening Balance screen.

Please Note: Because the user already created a profile, the system will automatically pull the data through according to the profile created.

• Click on the Text file to Import ellipse to import the CSV file that the user created.

• Click on the Open button to continue.

• The user will again be directed to the Debtors Opening Balance screen.
• Click on the Process text file button.

• The Display Report screen will appear.

• The following information will display on the screen:
• Records Read: The total amount of records that the system picked up.
• Records Accepted: The total amount of records that the system accepted. This option needs to be the same as the records read.
• Records Rejected: If any of the records were rejected it will show on this line.
• Click on the Close button to continue.

• The imported data will appear on the Opening Balance Input - Debtors screen.

• Click on the OK button.

• A confirmation screen will pop up, click on the OK button.

• The Journal summary screen will appear.

• Click on the Close button to exit the Opening Balance screen.

Create a new profile:

• Complete the following information:

• Delimiter: It is normally a comma (,) or a dash (/)
• Data Heading Length: The first few rows of the excel spreadsheet before the data that is captured.
• Data Footer Length: The total amount of rows left at the bottom of the excel spreadsheet after the data is captured.
• Debtor Identifier Type: Choose between Account Number or File number. The user will identify the patient via what they selected.

• Debtor Identifier: Enter the column number of the Excel spreadsheet where the Debtor name is stated.
• Transaction Description: Enter the column number of where the transaction amount is allocated.
• Current: Enter the column number of the current amount of the debt that needs to be collected.
• 30 days: Enter the column number of the amount on 30 days that still needs to be collected.
• 60 days: Enter the column number of the amount in 60 days that still needs to be collected.
• 90 days: Enter the column number of the amount on 90 days that still needs to be collected.
• 120 days: Enter the column number of the amount on 120 days that still needs to be collected.
• 150 days: Enter the column number of the amount on 150 days that still needs to be collected.
• 180 days: Enter the column number of the amount on 180 days that still needs to be collected.
• Click on the Save profile button to save the import profile data.

• Click on the Process text file button to continue.

• Click on the Close button.
• Choose the correct Contra Account and date

• Click on the OK button
• Click on OK (again) to confirm journal batch