Hospital Reports

The Finalised Date Age Analysis is a report which indicates all the amounts that are still outstanding or have not been paid yet, after the Hospital Case has been finalised. The data that appears on the report will be determined by the Settings and Parameters that the user has set up and selected when the Report was set up. For example, data available on the report includes: Total and Current outstanding amounts for Patient and Medical Aid over different time periods such as 30, 60, and 90 days etc. 

Settings and Parameters are factors that will be taken into consideration to determine what information and data will be generated on a report. Settings and Parameters allow the user to customise the information that appears on the report to their specific needs.

• The contents of this User Manual will consist of the following information:
• New Profile 
• Edit Profile 
• Delete Profile 
• Print Direct
• Print to Grid 
• Set as Default 
• Options 
• Close

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

• The Debtor Manager screen will open.

• Click on Print on the menubar.

• Click on Finalised Date Age Analysis on the submenu. 

• The Current profile: Finalised Date Age Analysis screen will open.

New Profile

Allows a user to create a new report profile with customised options to suit the needs of the practice.

• Click on the New button.

• A New profile pop-up will appear.

• Click on the Please enter the new name text field to input a new name for the profile.

• Click on the Cancel button to cancel the request, the pop-up will close and return to the Current profile: Finalised Date Age Analysis screen.

• Click on the OK button to save the new profile name.

• The Finalised Date Age Analysis screen, Report Parameters tab will open, in order to set up the new profile.

• An explanation for each option will be given: 

• Specify Dates For Report: The different types of dates relating to the Hospital cases which will be taken into consideration when the report is generated to determine what data will be included in the report.

• Case Dates: The dates that will be used to determine exactly what data will be displayed per case and the date type when the report is generated.

 

• Select an option by clicking on the relevant radio button:
• All Dates: All the dates of cases on the system. 
• Cases Admitted Between Specific Dates: The time period between two dates when cases were created to admit Patients to the Hospital. 
• Cases Discharged Between Specific Dates: The time period between two dates when Patients were discharged from the Hospital.
• Cases finalised between Dates: The time period between two dates of the cases that have been finalised.

Please Note: Between Dates options will open the dates section where the user can select the dates.

• From: The date on which the data on the report will start.
• Click on the From drop-down menu to select the desired start date from the date picker.
• To: The date on which data included in the report will end. 
  • Click on the To drop-down menu to select the desired end date from the date picker.

Please Note: Dates can be entered manually using a dd-mm-yyyy format.

• Case Types to include: The kinds of cases that will be considered when the report is generated.

• Select an option by ticking the relevant checkbox.
• Per diem Cases: A per diem case is a special agreement between the Medical Aid and Hospital, where a fixed negotiated fee is charged for certain procedures.
• Normal Cases: Standard rates are charged for all procedures relating to the case.

Please Note: Users are able to select more than one option.

• Patient Status: The current stage of the Patients case, when the report is generated.

• Select an option by ticking the relevant checkbox.
• In Hospital: The Patient is currently still in the Hospital.
• Discharged: The Patient is well enough to go home and was released from Hospital. 
• Transferred: The Patient has been transferred from the Hospital to a different facility, in order to continue their medical care.
• Deceased: The Patient has passed away.

Please Note: Users are able to select more than one option.

• Amounts: The outstanding amounts on the Patients' account for the case. 

• Select an option by clicking on the relevant radio button:
• All: All outstanding amounts will be included in the report.
• Specific Amount (Total): The total outstanding account is equal to, greater than, between two amounts or less than a certain amount. When selected, the user will be asked to enter the desired values.

• Click on the Save Profile button once satisfied with the selection criteria that will be used to generate the report. The selected criteria will be used by default on the report profile, every time the report is printed in future unless changed.  

 

• An Information pop-up will appear to ask whether the user would like to overwrite the current profile.

• Click on the No button to cancel the request to overwrite the profile.No changes that have been made will be saved. The pop-up will close, and the user will return to the Finalised Date Age Analysis screen, Report parameters tab.

• Click on the Yes button to save the current selection that has been made. The pop-up will close, and the user will return to the Finalised Date Age Analysis screen, Report parameters tab.

• Click on the Next button to continue.
  

• The Finalised Date Age Analysis report will generate and will display on the screen.
• For an Explanation of the Export and Print options for the report, please refer to the user manual: Finalised Date Age Analysis Report.

• For an extensive explanation regarding the information that is displayed on the report please refer to the user manual: Finalised Date Age Analysis Report: Layout and Calculations. 

• Click on the Exit button to close the report and return to the Current profile: Finalised Date Age Analysis screen.

 

• Notice that the new profile that has been created has been added to the profile list.

• Select the desired report profile by clicking on the profile to make a selection.

• Click on the Edit button. 
  

• The Finalised Date Age Analysis screen, Report parameters tab will open.

• Make the necessary changes by changing the settings, using the parameter explanations as explained in the New Profile section of this user manual.

• Click on the Save Profile button to save the changes that have been made.
• An Information pop-up will appear: Overwrite Profile?