Setup Debtors' Status
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Setting up the Debtors' Status allows the Practice to display a pre-setup warning on a Debtors' file. The warning will be displayed every time a booking is made. An icon will also display on the booking timeslot when a booking is made for a patient to whom the Practice has allocated a status. Statuses can be set up to suit the needs of the Practice. For example, a status can be added to indicate that the Debtor is a slow payer, the Patient has a payment arrangement, is eligible for discounts/special rates, pays on time or the Debtor's account has been handed over for collection.
- Log in to the GoodX Desktop App with your username and password.
- From the Navigator, Double Click on the GoodX Med Debs Module.
- The Debtor Manager screen will open.
- Click on Lists on the menubar.
- The Lists sub-menu will open.
- Click on Deb Status List on the submenu.
- The Status screen will open.
- Click on the + button to create a Status.
- The Change Status Tab will open.
- All the fields on the Status screen will now be explained.
- English Description: The unique detailed explanation and description of the procedure in English.
- Afrikaans Description: The unique detailed explanation and description of the procedure in Afrikaans.
- Post Invoice as private: If a patient is private, meaning the patient does not have medical aid the user will check the box.
- No Invoice may be posted: If the user does not want to post the Invoice the user will check the box.
- Only Supervisor may change status: If the user checks the box only the Supervisor may change status.
- Diary - no appointments:
- Suspended:
- Click on the Text Colour field to change the colour of the text.
- Click on the Background Colour field to change the Background Colour.
- The user will be able to Change the colours of the Text and Background.
- Once the user changes the colours, the Afrikaans description and English description fields will change to the colour the user has selected.
- Click on the Save button to save any changes that have been made.
- Click on the Cancel button to go back to the previous screen, the changes will not be saved.
- The Status will be added to the Status list once the user is done adding the Status.
Last modified: Tuesday, 4 April 2023, 7:09 AM