Course Billing to Debt Management (Web App)

Section outline

• Select section Billing to Debt Management (Web App)

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  Billing to Debt Management (Web App)

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  The Web App user manuals under this section of the Learning Centre are for functions that are used in the business processes from Billing to Debt Management.
• Select section Billing

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  Billing

  • Select activity How to Create an Estimate Invoice

    

    How to Create an Estimate Invoice Page
  • Select activity Acceptance of Estimate Invoice

    

    Acceptance of Estimate Invoice Page
  • Select activity Rejecting an Estimate Invoice

    

    Rejecting an Estimate Invoice Page
  • Select activity Estimate Printout

    

    Estimate Printout Page
  • Select activity The Invoice Screen: Navigation and Use

    

    The Invoice Screen: Navigation and Use Page
  • Select activity Invoice Details Panel - Patient and Debtor Information

    

    Invoice Details Panel - Patient and Debtor Information Page
  • Select activity Invoice Details Panel - Billing Information

    

    Invoice Details Panel - Billing Information Page
  • Select activity Invoice Screen: Invoice Line Details

    

    Invoice Screen: Invoice Line Details Page
  • Select activity Invoicing: EMGuidance

    

    Invoicing: EMGuidance Page
  • Select activity Invoice Screen: Prescription Line Items

    

    Invoice Screen: Prescription Line Items Page
  • Select activity Patient Invoice: Assistant Code

    

    Patient Invoice: Assistant Code Page
  • Select activity Invoice Actions

    

    Invoice Actions Page
  • Select activity Invoice Using AM/PM

    

    Invoice Using AM/PM Page
  • Select activity Split Multi Quantity Invoice Lines into Single Line Items

    

    Split Multi Quantity Invoice Lines into Single Line Items Page
  • Select activity Download and Print Invoice

    

    Download and Print Invoice Page
  • Select activity Print TAX Invoice with Lab Numbers

    

    Print TAX Invoice with Lab Numbers Page
  • Select activity Add New Batch (Multi Invoice) Screen: Navigating and Use

    

    Add New Batch (Multi Invoice) Screen: Navigating and Use Page
  • Select activity Transaction Batch (Multi Invoice) Screen: Navigating and Use

    

    Transaction Batch (Multi Invoice) Screen: Navigating and Use Page
  • Select activity Invoice Management Tab: Navigation and Use

    

    Invoice Management Tab: Navigation and Use Page
  • Select activity Posted Invoices Subtab

    

    Posted Invoices Subtab Page
  • Select activity Posted Invoices Tab Sidebar: Navigation and Use

    

    Posted Invoices Tab Sidebar: Navigation and Use Page
  • Select activity Invoice Management Subtab

    

    Invoice Management Subtab Page
  • Select activity Navigating and Understanding the Account Details Screen

    

    Navigating and Understanding the Account Details Screen Page
  • Select activity Account Details Sidebar: Navigation and Use

    

    Account Details Sidebar: Navigation and Use Page
  • Select activity All Transactions Tab on the Account Details screen - Use and Navigating

    

    All Transactions Tab on the Account Details screen - Use and Navigating Page
  • Select activity Different Tab Functions on the Invoice Line

    

    Different Tab Functions on the Invoice Line Page
  • Select activity Account Details: Navigating the Invoices Tab

    

    Account Details: Navigating the Invoices Tab Page
  • Select activity Booking History Screen: Navigation and Use

    

    Booking History Screen: Navigation and Use Page
  • Select activity Invoices Tab: Invoice Lines

    

    Invoices Tab: Invoice Lines Page
  • Select activity Invoices Tab: Switch Response

    

    Invoices Tab: Switch Response Page
  • Select activity Invoices Tab: Actions

    

    Invoices Tab: Actions Page
  • Select activity Invoices Tab: How to Update the CCA Status

    

    Invoices Tab: How to Update the CCA Status Page
  • Select activity Shift Amounts from the Medical Aid to the Patient and Vice Versa

    

    Shift Amounts from the Medical Aid to the Patient and Vice Versa Page
  • Select activity Promise to Pay

    

    Promise to Pay Page
  • Select activity Invoices Tab: Invoice Receipts

    

    Invoices Tab: Invoice Receipts Page
  • Select activity Allocating a Medical Aid Rejection Message

    

    Allocating a Medical Aid Rejection Message Page
  • Select activity Removing a Medical Aid Rejection Message

    

    Removing a Medical Aid Rejection Message Page
  • Select activity Account Details: Navigating the Estimate Invoices Tab

    

    Account Details: Navigating the Estimate Invoices Tab Page
  • Select activity Account Details: Navigating the Temporary Invoices Tab

    

    Account Details: Navigating the Temporary Invoices Tab Page
  • Select activity Account Details: Navigating the Receipts Tab

    

    Account Details: Navigating the Receipts Tab Page
  • Select activity Account Details: Navigating the Journals Tab

    

    Account Details: Navigating the Journals Tab Page
  • Select activity Notebook Screen: Navigation and Use

    

    Notebook Screen: Navigation and Use URL
  • Select activity How to View a Modifier on the Account Details Screen

    

    How to View a Modifier on the Account Details Screen Page
  • Select activity How to Look Up a Billing Item or ICD-10 Code From the Diary Screen

    

    How to Look Up a Billing Item or ICD-10 Code From the Diary Screen Page
  • Select activity ICD10 Builder: Navigation and Use

    

    ICD10 Builder: Navigation and Use Page
  • Select activity Diagnosis/Observations and Treatment Planning (Dentist / Specialist ONLY)

    

    Diagnosis/Observations and Treatment Planning (Dentist / Specialist ONLY) URL
  • Select activity Dental Specification on Invoice Screen

    

    Dental Specification on Invoice Screen URL
  • Select activity Periodontal Charting

    

    Periodontal Charting URL
  • Select activity Stock Invoicing

    

    Stock Invoicing Page
  • Select activity How to Bill Macros (Billing Combinations)

    

    How to Bill Macros (Billing Combinations) Page
  • Select activity Macros (Billing combinations) With Modifiers

    

    Macros (Billing combinations) With Modifiers Page
  • Select activity Time Billing Codes with Fixed Prices - Web App

    

    Time Billing Codes with Fixed Prices - Web App Page
  • Select activity Patient/Medical Aid outstanding filter

    

    Patient/Medical Aid outstanding filter Page
  • Select activity Multi Invoice Change Log

    

    Multi Invoice Change Log Page
  • Select activity Invoicing a Discount Code

    

    Invoicing a Discount Code Page
  • Select activity Adding a Smart Sticker Protocol from the Invoice screen

    

    Adding a Smart Sticker Protocol from the Invoice screen Page
  • Select activity View and Upload documents from the Uploaded Documents tab

    

    View and Upload documents from the Uploaded Documents tab Page
  • Select activity Medical Aid List Screen: Navigation and Use

    

    Medical Aid List Screen: Navigation and Use Page
  • Select activity Medical Aid List Screen: Navigating the Administrator Tab

    

    Medical Aid List Screen: Navigating the Administrator Tab Page
  • Select activity Medical Aid List Screen: Navigating the Scheme Tab

    

    Medical Aid List Screen: Navigating the Scheme Tab Page
  • Select activity Medical Aid List Screen: Navigating the Medical Aid Option Tab

    

    Medical Aid List Screen: Navigating the Medical Aid Option Tab Page
  • Select activity Batch Tracking on Debtor Invoices

    

    Batch Tracking on Debtor Invoices Page
  • Select activity How to Use the Quote Button on the Invoice Screen

    

    How to Use the Quote Button on the Invoice Screen Page
• Select section Billing Corrections

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  Billing Corrections

  

  • Select activity Invoice Corrections: Credit Notes

    

    Invoice Corrections: Credit Notes Page
  • Select activity Invoice Corrections: Redo Transaction

    

    Invoice Corrections: Redo Transaction Page
• Select section Claim Administration (GoodX Switch & Online patient payments)

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  Claim Administration (GoodX Switch & Online patient payments)

  

  Information is documented in the Switching: Claim Administration Book on the book case. Click on this image:

  

  
  
• Select section Receipting

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  Receipting

  All Electronic Remittance Advice (ERA) information can be found under the Switching: Claim Administration book on the book case.
  

  • Select activity Receipt Screen: Navigation and Use

    

    Receipt Screen: Navigation and Use Page
  • Select activity Patient Receipt

    

    Patient Receipt Page
  • Select activity How to Download a Receipt

    

    How to Download a Receipt Page
  • Select activity Medical Aid Receipt (Single Payment)

    

    Medical Aid Receipt (Single Payment) Page
  • Select activity The Cash Register

    

    The Cash Register Page
  • Select activity Portal Setup: The Cash Register

    

    Portal Setup: The Cash Register Page
  • Select activity Web Setup: User Entity Settings - General Settings

    

    Web Setup: User Entity Settings - General Settings URL
  • Select activity Web Setup: Entity Settings - Entity Settings

    

    Web Setup: Entity Settings - Entity Settings URL
• Select section Receipt Corrections

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  Receipt Corrections

  

  • Select activity Receipt Written Back (Reversal)

    

    Receipt Written Back (Reversal) Page
  • Select activity New Patient Refund

    

    New Patient Refund Page
  • Select activity Reallocation of Receipt (Linking)

    

    Reallocation of Receipt (Linking) Page
  • Select activity How to Redo a Receipt

    

    How to Redo a Receipt Page
• Select section Debt Management

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  Debt Management

  
  Before starting with Debt Management, Journals can be used for the following:
  

  • Small balance Write Off
    
  • Settlement Discount
    
  • Bad Debt Write Off
    
  • Bad Debt Recovered 
    
  • Hand Over
    
  • Interest
    

  NOTE: DO NOT USE JOURNALS TO CORRECT ERRONEOUS INVOICES OR RECEIPTS - Otherwise your reporting will be incorrect as Journals do not correct your turnover and cash flow reports.
  
  

  • Select activity How to Download or Email a Statement

    

    How to Download or Email a Statement Page
  • Select activity QR Code on Statement

    

    QR Code on Statement Page
  • Select activity Print Statement with Lab Numbers

    

    Print Statement with Lab Numbers Page
  • Select activity Print IOD Patient Statement

    

    Print IOD Patient Statement Page
  • Select activity Debtor Statement (Bulk)

    

    Debtor Statement (Bulk) Page
  • Select activity Journals

    

    Journals Page
  • Select activity Credit Control Management (Automated Credit Control) Setup

    

    Credit Control Management (Automated Credit Control) Setup Page
  • Select activity CCM: Groups

    

    CCM: Groups Page
  • Select activity CCM: Statuses

    

    CCM: Statuses Page
  • Select activity CCA: Actions

    

    CCA: Actions Page
  • Select activity Audit Log

    

    Audit Log Page
  • Select activity Age analysis - Reminder SMS's

    

    Age analysis - Reminder SMS's Page
  • Select activity Hide Zero Account (Archiving)

    

    Hide Zero Account (Archiving) Page
  • Select activity Download Audit Statement

    

    Download Audit Statement Page
  • Select activity Debtor Statement Profile List

    

    Debtor Statement Profile List Page
  • Select activity Advanced Statement

    

    Advanced Statement Page
  • Select activity Statement Parameters

    

    Statement Parameters Page
  • Select activity How to set up a Report Profile

    

    How to set up a Report Profile Page
  • Select activity How to Copy Report Profiles to Other Entities

    

    How to Copy Report Profiles to Other Entities Page
  • Select activity How to Add/Edit CCA Groups and Statuses

    

    How to Add/Edit CCA Groups and Statuses Page
• Select section Communication

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  Communication

  • Select activity Generate an Advanced Booking Reminder Report

    

    Generate an Advanced Booking Reminder Report Page