Switching: Claim Administration

Certain Medical Aids can only receive claims in batches and not real live claims. The batches can be viewed and sent to medical aid.

• 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 menu Click on Batches - all Switches 

• A pop-up will appear and disappear: Preparing Report

• You will be directed to the Batches -all switches, Deb/Cre Test Tab,

• There are 3 different viewing criteria accessible by clicking on the respective tabs at the top of the Batches -all switches screen
• Deb Outstanding Percentage per batch
• Chart- Debtor outstanding per period 
• DebKreTestBandedView
  
  

Deb Outstanding Percentage per batch

• Shows all the switch transactions divided by columns 

• Columns 
• Batch: Batch Number 
• EDI Status: Batch Status 
• Start Date:
• End Date: 
• Turnover: Invoice value 
• cashflow: 
• journals: shows the amount if a journal as done
• outstanding: total amount outstanding 
• %outstanding: The percentage of the transaction that is outstanding 
• No of claims: The number of claims per EDI Status 

• Double click on the batch to view the transactions within the batch 

Chart- Debtor outstanding per period 

• This chart shows the percentage of debtor outstanding amounts in correlation to the period in the form of a bar graph 

DebKreTestBandedView

• This shows the percentages in a banded view 
• Account:
• Sorting: 
• Account Number:
• Opening Balance:
• Total:
• Movement: 
• Turnover:
• Cashflow:
• Journals: shows the amount if a journal as done
• Total Movement (Turn+Cash+Jnl):
• Deb Open: 
• Outstanding: 
• Closing Balance: 
• Total:
• Difference: 
• Movement Closing: 

Options on each view 

• Mail a view: Allows you to save and mail the view of the tab that you are on 

• Save a copy to your computer 

• The list attachment will open along with an Email screen 
• Add the Email address, where you would like to send it
• Add the Subject in the Subject Field 
• Type a message in the Message Field 

• Click on OK to send the Email

• A pop-up message will appear, Click on OK to close the box 

• An example of the email that will be sent

• Mail all views: Allows you to send all views from all 3 tabs 

• Save a copy to your computer 

• The attachments of all views will open along with an Email screen 
• Add the Email address, where you would like to send it
• Add the Subject in the Subject Field 
• Type a message in the Message Field 

• Click on OK to send the Email

• A pop-up message will appear, Click on OK to close the box 

• An example of the email that will be sent

• Print: Allows you to print the list of the view of the Tab you are currently on 

• You will have the following options to do with this list :

• Email: Email the list 
  
  
  
  
• Print Preview: Preview how your list will look when you print a hard copy 
  

  

• Save: Save a digital copy to  your computer
  

  

• Page Setup: Opens the page setup screen 
  

  

• Print: Prints to the Set-up printer
  

  

• Close: Closes the screen and returns to the Medical Aid Options screen 
  

  

• Export: Allows you to save a copy on the computer in different formats 

• Save a copy to your computer

•  When you are satisfied with what you have done and finished reviewing click on Exit to return to the Main Med Debs page