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Monthly Internal Controls
Financial Reports: Income Statement Report (Desktop)
Financial Reports: Income Statement Report (Desktop)
Completion requirements
Last modified: Wednesday, 15 April 2026, 4:53 PM
◄ Debtor/Patient Report Writer: Column Selection
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Diary User Preferences
User Preferences: General Tab
User Preferences: Medical/Paramedic Tab
User Preferences: Diary Tab
User Preference: Diary view
User Preference: Miscellaneous
Diary Shortcuts
MedDebs Shortcuts
Change Language to Afrikaans or English
Change Language
Switch between Entities
Functions removed from version 7.8 and not available in version 8.0
Functions removed from version 7.6 and not available in version 8.0
Comparison between GoodX version 7.8 and 8.0
Help Information
Create a New Report: Debtor Transaction Daybook Drilldown Report
Debtor Transaction Drilldown (Daybook)
Custom Reports: Setup and Save (DayBook)
Age Analysis
Custom Reports: Setup and Save (Age Analysis)
Filing
Birthday List
Case Report Writer
Case Report Writer - Settings and Parameters
Filters: Case Report Writer
Debtor & Patient Report Writer
Theatre Usage
Fixed fees/Per Diem
Discharged not final billed
Case Statistics
Case Statistics - Settings and Parameters
Consolidated Case Report
Consolidated Case Report - Settings and Parameters
Consolidated Case Report - Layout
Clinical Management Types
Case Management Report
Finalised Date Age Analysis Report
Finalised Date Age Analysis Report: Settings and Parameters
Finalised Date Age Analysis Report: Layout and Calculations
Print Case Management Report
Email Case Management Report
Bed Management Report: Navigation and Use
Download and Print a Bed Mangement Report
Overview of the Diary
Build Tables / Maintain Timeslots
Diary Navigation (Desktop)
Diary Statuses
Diary Colours
Enable Colours
Status Colours - Legend
Enabling of the Sidebar
Widgets on the Sidebar
Use of the Sidebar in the Diary
Diary Filter
Apply best fit to column
Reset Grid layout
Theatre / Surgery
New Time slot
Fix timeslot
Delete Time slot
Timeslot History
Multi Doctor View Screen
Save Layout for Multi-diary View
Add a Treating Doctor
Edit a Treating Doctor
Add a Referring Doctor
Default Service Centre and Type of Appointment
Add Place of Service (New Service Centre)
List of entities
Help Information
Make Doctor Active
Make a Doctor Inactive
Add an Assistant in Med Debs version 7.8 and 8.0
Add an Assistant in GX Manage version 7.8 and 8.0
Link Assistant to a Creditor in MedDebs version 7.8 and 8.0
View Creditor (Assistant) Account
Patient Invoice: Assistant Code
Assistant Code 0018 Using Modifiers
Combinations (Protocols)
Print Combinations With Items
Print Combinations with Inactive items
Combinations: Start and end date
Export Combinations
Invoice Patients
Simple Invoice
Simple Invoice Screen
Simple (Dental Chart) Invoicing for Dental Practices
Comprehensive Invoice
Multi Invoice Screen
Setting Prices to Zero
Allocating Discounts on Invoices using Discount Tariff Codes
Setting up Estimates Templates
Estimates lists
Estimate Lists: Procedure Description List
Estimate Lists: Appointment Description List
Estimate Notes
Estimate List: Other doctors
Save an Estimate
Invoice an Estimate
View Estimates
Estimates from Simple Dental Screen
Submitting a Claim
Claim Submission: Zero Amounts
Submitting WCA Claims
Payment Plan (Medical Practitioner): Configuration
Payment Plan (Dental and Ortho): Configuration
Step 1: Payment Plan List
Step 2: Payment Plan Show Payment Plan Invoices for Date
Step 3: Generate Payment Plan Invoices
Post Invoice
Anaesthetics Code Billing
Self Billing Assistant Modifier
AM/PM Billing
VAT How
VAT Rate Change Procedure
Debtor List (Desktop)
Fuzzy Debtor Search (version 8.0)
Debtor Status List
Create New Normal Debtors
Linking a Debtor to a Transaction Group
Create New Insurance Debtor
Create WCA and RMA Debtors
Create a Non-medical Debtor
Create New Debtors and Dependants - Using the Import Data function
Add Dependants
Dependant Type
Patient Validation and Data Imports
View or Update Debtor Information
View or Update Patient/Dependant Information
Change Debtor Type (Normal, IOD, etc.)
Duplicate Debtors
Make a Patient Inactive (New Medical Aid)
Make a Patient Inactive (Deceased)
Copy Debtors - New Medical Aid
Copy Debtor to another Medical Aid
Copy Debtor to another Entity
Add an Employer
Add Insurance Agents
File Cover Sheet
Custom Labels: Signata / Patient File / Hospital Case
Print patient label
Postal Codes
Log: Data Changes
Debtor Document Manager (Doc Man)
Enabling of the Episode screen in Options
List of Episode Series
Book Episode Numbers
Report
Change Status of an Episode Number
Cancel Range Of Episodes
Explanation of the Episode Screen
Invoicing from MedDebs
Invoicing from the Diary
Stock Report Writer
Stock Movement per Detail
Stock Movement per Period
Stock Item Info
Search
Waiting List
Book New Patient
New Walk-in Patient
New Insurance Examination
New Insurance examination: Walk-in
Book Existing Patient
Book Walk-in Patient (Existing Patient)
Insurance Examination (Existing Patient)
Insurance examination: Walk-in (Existing Patient)
Theatre Bookings
Other Appointments
Arrival of Existing Patient
Arrival of New Patient
Un-arrive of Patient
Treated
Treatment not complete
Follow up functions
Extend an Appointment
Cancel Appointment
Postpone Appointment
Cancel a range of appointments
Move Appointments
Copy Appointments
Copy as Text
Change Reason for Appointment
Get new patient fixed data
Range of Appointments
Waiting Room
Emergency Appointment (Walk-in)
Change Status of Appointment: Emergency / Normal
Invoice Corrections: Credit Notes 7.6
Invoice Corrections: Credit Notes 7.8
Invoice Corrections: Credit Notes 8.0
Invoice Corrections: Redo Transaction and Credit Note
Change Details on Invoice (NO CREDIT NOTE)
New Debtor Journal Capturing Screen: Default User Preference
Credit Note in Previous Financial Period
How to Undo the Capture of a Single Stock Item
Message Book
Notebook (Desktop)
Autotext: Notebook
Example SMS Templates
SMS to selected Debtors on Age Analysis
Reminder SMS/Email of Appointment (Diary)
Batch Transactions: SMS History
Batch Transactions: E-mail History
General Statement Message
Task List (MedDebs)
Repeatable Tasks
Print Task Lists
Task List (Desktop)
Birthday List
SMS From Notebook
To Access the Patient Clinical Information
Clinical Information (Allergies / Chronic Info)
Clinical Notes
Clinical Reports
History
Deleted Allergies
Patient Documents
Medical Certificate (Sick Note)
Autotext: Clinical Reports
Prescription Letter
Reprint of Script copy
Tooth History (Dentists)
Patient Receipt: Invoice Level
Patient Receipt: Item level
Patient Receipts - Unlinked
Medical Aid Receipt: Invoice Level
Medical Aid Receipt: Item Level
Medical Aid Receipts - Unlinked
Receipt Screen Overview
Understanding Medical Codes And Modifiers
How are codes and Modifiers Controlled and Managed?
Medical Code Categories
Procedure Code
ICD-10 Code
Material / Consumables (F10)
Prescribe / Dispense (F12)
Change Tariff amounts for Procedure Codes (Only 7.6 version)
SAMA Billing Rules
Types of Modifiers
Using Modifiers in GoodX
Modifier Billing Suggestions in the Desktop App
Medical Aids: Medical Aid Lists
Levy on Medical Aid
DBBS - Levy on Medical Aid
Medical Aid Levy Calculations
Medical Aids: Schemes
Medical Aids: Administrator
Medical Aids: Clearing house
Medical Aids: Managed Care
Medical Aid Posting Formulas
Medical Aid EDI Switches
Medical Aids: Anaesthetic rules
DA: Allocating a Medical Aid Rejection Message
DA: Remove Medical Aid Rejection Message
Tariff Codes Lists
Filtering of Tariff Codes
Edit Tariff Codes
Code Lists
Prescription Codes
CPT4 Codes
Cost Centres
Medicine Formularies
Medicine
Material
Time Billing Codes with Fixed Prices - Desktop App
Modifiers: 0051 to duplicate with 0057
Setup of Medical Aid Rejection Message
Setting up Time Billing Codes with Fixed Prices
Procedure Price List Screen Overview
How to Enable/Disable EDI Switch on Medprax Scheme Settings
Maintain Local Pricelists (Desktop)
How to Copy Local Prices and/or RVUs to Another Year
How to create a Cash Register
Cash Register Receipt
End Session
Capture User Cashup
End Cash Register Session
Reconcile Session
Receipts Written Back
Add to Receipt
Link Unlinked Receipts with Zero Receipts / Autolink Receipts
Move Receipt from one Debtor to another
Receipt corrections - Item Level
Payment to Patient / Medical Aid (Refund)
Payment to Patient / Medical Aid Written Back (Refund)
Payment To Patient / Medical Aid Add
Debtor Journals: Batch Screen
Journal Actions: Debtor Journals (Batch)
Journals: Old Screens
Inter debtor journals
Debtor / Med.Aid Outstanding
Patient and Medical Aid Paid
Debtor Enquiries
Item Level
Account Query from Diary screen
Account Query version 7.6
Account Query Screen
Account Query: Item Level Summary
Account Query: Item Level Allocation History
Account Query: Debtor Journal (Ledger)
Account Query: Debtor Journal (Ledger Action)
Account Query: Total value of Split Transaction
Account Query: Summary of Receipts
Account Query: Shift outstanding Amount to Patient/Medical Aid
Account Query: Post Assistant Invoice to Creditor
Account Query: Change Invoice Details
Account Query: Change Item Details
Account Summary
Print Tax Invoice
Reprint of Invoice
Print TAX Invoice with Lab Numbers
Print TAX Invoice without ICD-10 Code
Invoice Printing Setup
E-mail Tax Invoice
Invoice Email Setup
Setup a New Statement
Print Statement Normal
Print Statement with Lab Numbers
Print/Save Statement as PDF
Print a Debtor Statement from an Appointment
Print a Debtor Statement without selecting an Appointment
Statement Notes
General statement message
Calculate Interest
Adding Interest to Debtor
Adjustment Journals per Invoice
Adjustment Journals Per Debtor
Post stored Adjustment Batch
Reverse a Journal Batch
Opening Balances: Patients
Opening Balances: Medical Aid
Opening Balances: Patients: Import
View busy batches
Archiving and Restoring of Transactions version 7.6
Archiving of Transactions version 8.0
Restore Archived Transactions version 8.0
Archive Enquiry
Insurance agent
Queries: Totals
Email Mulitple Invoices
Debtor Transaction Groups
Setup Example for Bulk Statements
Debtor Statement Bulk
Credit Control Guidelines
Using the Credit Control Assistant (CCA)
Business Process Design
Example for Credit Control Cycle Steps
CCA Categories & Process Implementation
Credit Control Setup
Multiple Debtors Actions
Multiple Invoice Actions
End Batches (All transactions)
Debtors Month-End ONLY version 7.6
Multiple Financial Month-End ONLY version 7.6
Multiple Debtors & Month-End version 7.8
How to do Month End on Desktop
Index of Reports
Reports Terminology
Options to Print
Day end: Print days List of Invoices (Diary)
Daily Reports: Diary - Follow up Visits
Daily Reports: Diary - Birthday List
Daily Reports: Diary - Print Day Grid
Daily Reports: Diary Export
Daily Report: Diary - Print Diary
Daily Reports: Diary - Turnover per Provider
Daily Reports: Debtor Transaction Drilldown (Daybook) (MedDebs)
Debtor Transaction Drilldown (Daybook) Settings and Parameters
Daybook Tabs and Report Filters
Example Custom Reports: Setup and Save (DayBook)
Daily Reports: MedDebs - Unlinked Receipts Report
Debtor Status Audit Report
Webinar: ICD10 Statistics Report
Code Statistics
Daily Turnover Report (Desktop)
Monthly Reports: Diary Statistics
Monthly Reports: Diary - Recalls (Follow Up)
Monthly Reports: Diary - History Log
Monthly Reports: MedDebs - Age Analysis
MedDebs: Age Analysis Report Settings and Parameters
MedDebs: Age Analysis Report Filters
MedDebs: Example Custom Reports: Setup and Save Age Analysis
Debtor Days Calculation
Monthly Reports: Financial Reports - Debtor Statistics
Debtor Statistics: Settings and Parameters
Monthly Reports: MedDebs - Assistant Audit Report
Monthly Reports: MedDebs - Assistant Age Analysis
Monthly Reports: MedDebs - List of "Redo-Invoices"
Monthly Reports: MedDebs - Multi Invoice Report
Monthly Reports: MedDebs - Invoices Outstanding
MedDebs - Invoices Outstanding Report Settings and Parameters
MedDebs: Invoices Outstanding Report Filters
MedDebs: Example Custom Reports: Setup and Save Invoices Outstanding
Debtor/Patient Report Writer (Overview)
Debtor/Patient Report Writer: Column Selection
