GoodX Manage for Hospitals

A Credit Controller is a Company or Individual who manages and is responsible for collecting debt and ensuring payments come in on time, at the Practice. The Credit Controller is also responsible for following up on late payments and Debtors that have missed payments. The Credit Controller will send out communication to the Debtor/Patient as a reminder that payment is due for outstanding invoices at the Practice.

Linking a Credit Controller to a Medical Aid will advise the system who is responsible for the credit control at the Practice.

GoodX has a Credit Control Assistant (CCA) which assists the Practice to manage the business processes within the Practice, that are associated with the collection of outstanding debt from Medical Aids and/or Patients. The function will be used for assisting in Credit Control/Debt collection, SMS, Emails and Cycle steps are pre-defined. The CCA keeps all communication in connection with the account of the Patient between a Patient/Medical Aid and Practice. For more information regarding the set-up of the CCA please refer to the user manual: Using the Credit Control Assistant (CCA).

• Log in to the GoodX Desktop App with your GoodX username and password.
• From the Navigator, Double Click on the GoodX Manage module.

• The GoodX Manager screen will open.

• Click on Global lists on the menubar.

• Click on Credit Controller/Scheme Linking on the submenu.

• The Credit Controller/Scheme Linking screen will open.

• Click on the Filter on scheme field to start typing the name of the desired Medical Aid option, to search for the Medical Aid for whom the user would like to add the Credit Controller.

• Enter the name of the desired Medical Aid. The list will shorten as the user types, only 1 character is needed for the list to start filtering.

• Click on the Medical Aid to which the user would like to link a Credit Controller.

• Click on the corresponding field in the Credit Controller column. 

• The Credit Controller drop-down menu will become available.

• Select an option from the list that has become available.

Please Note: The options that are available on the list will be determined by the Credit Controllers that the Practice has set up.

• The selected option will be applied to the desired Medical Aid.

• Alternatively, Click on the Credit Controllers drop-down menu to select the desired Credit Controller.

• Select an option from the list that has become available.

Please Note: The options that are available on the list will be determined by the Credit Controllers that the Practice has set up.

• Click on the Update all button to allocate the selected Credit Controller to all the Medical Aids currently on the filtered list. 

• The Credit Controller column will be updated with the selected option.

Please Note: Once the Credit Controller has been selected the system will automatically save the details.

• Click on the Exit button to close the screen and return to the GoodX Manager screen.