After Discharge: Hospital Patient Administration

Journals are done to modify a Patient's account by either adding or removing amounts due to a specific reason by assigning these amounts to specific income or expenditure ledger accounts. It serves as a record for various transactions related to Invoices, and should only be used for the following purposes:

• Create Opening Balances for new GoodX systems
• Small Balance Write-Off
  
• Settlement Discount
  
• Bad Debt Write-Off
  
• Bad Debt Recovered
  
• Hand Over
  
• Interest

Please Note: Journals are not to be used to rectify incorrect Invoices or Receipts. Using Journals to fix errors will cause incorrect reporting, as Journals do not correct turnover and cashflow reports.

• This user manual will start on the Case Account screen. 

• For more information regarding how to navigate to the Case Account screen, please refer to the user manual: Case Screen - Case Account Tab.

• Click on the desired Invoice on which you would like to do a Journal.
  

• The Invoice will expand.

• Click on the Actions tab.

• Click on the Journal button under the Actions tab.

• The Journal screen will open.
  

Please Note: The Case Number and Patient Name and Surname information will only display on the Journals screen if you navigate to the Journal from the Case Account screen.

• Complete/Select the relevant information/options in the Journal sidebar:

• Date: The date of the Journal transaction.
• Journal Types: The Journal reason is used to describe the type of the Journal being captured.
• Comments: Any additional information regarding the Journal transaction.
• Total: The amount that the Journal will be for.
• Unallocated: The amount that still has to be allocated to an Invoice or line item.

Please Note: If the exact amount of the Total matches a line item on the Invoice the amount will automatically be allocated to that specific line.

• Click on the  Allocate to Patient Amount button to auto-allocate the Total Amount from the oldest line item on the Patient outstanding amount.

• Click on the Clear Amounts button to clear all allocations that have been made. 

• The amounts can also be entered manually in the relevant fields.

Please Note: A minus (-) in front of the amount decreases the outstanding amount on the account. Adding a plus (+) in front of the amount increases the outstanding amount on the account.

• Click on the Post button to Post the Journal.