Switching: DA: Batches - All Transactions | GoodX Software Learning Centre

DA: Batches - All Transactions

Claim/Switch History is used to view all the claims and their statuses that have been sent through to the Medical Aid.
It is very IMPORTANT for the Practice to go through the Switch History every day to make sure all claims are processed successfully.

Sign in to the GoodX Desktop using your GoodX username and password.
From the Navigator Double Click on the MedDebs Module

The Main MedDebs screen will open

From the Menu bar, click on EDI Batch Management
From the drop-down, click on Batches - All transactions

You will be directed to the Batch History Screen

From the menubar, click on View

From the dropdown there are options
Reset Grid Layout: Resets the layout to the default layout

Click Yes to confirm that you would like to reset the layout to default
Click Cancel if you do not want to reset the layout to default

Show Legend: Shows the legend to enable the user to interpret the EDI screen

From the Menubar, click on Actions

Statements for all transactions on this batch: Allows you to print statement for all the transactions from the statement enquiry screen

Report Writer: Allows you to access the Debtor Report Writer screen

Reprint Batch: Allows you to do a batch reprint of the debtors' invoices

Select Financial Year: Select the financial year from the drop-down

Search: Search for a transaction on the list by typing in the search textbox field

Click on the refresh button to refresh the transactions on the list

Select the Transaction Type from the drop-down box

Invoices: All Invoice batches
Credit Notes: All Credit Note batches

Columns

Fin. Year: The financial year in which the batch was processed
Batch No: The batch number
Last Tran. date: The last transaction date on the batch
Amount: Total batch amount
Count: How many transactions are in the batch
Outstanding: The outstanding amount in the batch
Med. Outstanding: Total outstanding from the Medical Aid in the batch
Pat. Outstanding: Total outstanding from the Patient in the batch

Batch Details

Double click on the batch line to open the details of the batch the EDI Batch screen will open

Batch Columns

PMB: Prescribed Minimum benefit condition
Template No.: The template number used for the document that was created
Inv. No.: The invoice number associated with the transaction
Service Date: The date the patient was at the practice
Date Posted: The date the invoice/credit note was posted
Account Number: The debtors' account number
File Number: The file number that is associated transaction
Detail: Debtor information
Service Centre: Where the appointment of the transaction took place
Invoiced: The total amount of the invoice
Received: Payment toward the invoice that was received
Journals: Journal amount if applicable
Outstanding: Total amount of the invoice that is outstanding
Med. Outstanding: The total amount owed by the Medical Aid
Pat. Outstanding: The total amount owed by the Patient
EDI Status: Electronic Data Interchange status
Medical Aid: The medical aid who the patient belongs to
doid: Global reference identification number

Journals

Select a transaction
Click on Move Outstanding to Medical Aid to do a journal directly from the batch screen and move outstanding amount to the Medical Aid