After Discharge: Hospital Patient Administration

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Unlinked Receipts are money that was received but not allocated to a specific Invoice. The unlinked Receipt can be linked by using a Zero Receipt and moving the money from one line to the correct lines or Invoice.When there are unlinked Receipts, the age analysis will be showing incorrectly. The account will show outstanding amounts as a plus and minus amount on the unlinked Receipts that it looks like overpayments on the Invoice lines. But the total on the account will display correctly.

• Log in to the GoodX Desktop using your GoodX user name and password.
• From the Navigator Double Click on the Med Debs Module.

• The Debtor Manager screen wil open.

• Click on the Receipt button located on the Toolbar.

• Choose Patients - Invoice Level or Medical Aid - Invoice Level.
  

• The Cashbook screen will open.
  

• Click on the Relevant Cashbooks.
  

• Click on the OK button.
  

• The Financial period screen wil open.
  

• Select the time frame the user wold like to use.
  

• Click on the OK button.
  

• The Deb. Receipts screen will open.
  

•  An explanation of the fields on the Deb. Receipts screen wil be given and an indication:

• Date: The year, month and day (yyyy-mm-dd) on which the transaction has taken place.

• Link Receipt to: The user wil pick wether they want to unlink the Receipt to a Patient or Medical aid.

• Discription: State the reason why the user wants to Unlink the Receipt for instance if the wrong Receipts is linked to the wrong patient.

• Payment: The payment method used by the Debtor when the Debtor paid the Invoice.

• Reference No: The user is allowed to add an identifying Reference Number, for any inquiries that may come up regarding the linking of the Reciept.

• Branch Code: Branch Code of the bank the user used to pay the Invoice.

• Deb Receipts: The Deb Receipt number wil be generated automaticaly but the user will be able to put in there own number.

• Amount: The Amount the user wishes to unlink.

•  Click on the (eleips ...) button once all the fields are filled in.

• The Debtor section will open.

• Click on the Invoice Radio button to switch from Item to Invoice.

• Click on the Amount field.

• Click on the Tab key on the users keybord.
• The Main Member Input screen will open.

•  Click on the Debtor the Recipt will be linked to.
  

• Click on the OK button.

• The Debt. Receipts screen will open.

• Click the Tab Key on the users keybord.
• The Receipt line section wil open.

• The user will now enter the Amount into the Received field.

• Click the Tab Key on the users keybord.
• The Invoice line will higlight in blue.

• Click the Done button.

• The Deb. Receipt screen will open.

• Click on the Done button. 

• The Document Options pop-up wil appear.

• Click on the Continue button.

• The Debtor section will now close.

• Click the Exit button.

• The Batch screen will open.

• Click on the Post button.

• The Debtor Manager screen wil open.

• The Unlinked Receipts wil now show on the Account Details screen.

• For more information on how to get to the Account Query screen please refer to the user manual: Account Query Screen.