Billing to Debt Management (Desktop App)

The function will be used when the practice starts on GoodX for the first time and wants to bring debtors medical aid closing balances from a previous system. These are amounts that still need to be collected from the medical aid. This will assist the practice to get a correct age analysis.

• Sign in to the GoodX Desktop App using your GoodX username and password.
• Double click on the MedDebs module

• Click on the Batch transactions tab

• From the drop-down, click the Opening Balances: Medical aid

• Click on the correct financial period, click on the OK button or F2 on your keyboard

• Click on the Medical aid option from Post to account

• Complete the following information:
• Description: The system will automatically pull through the Opening Balance description
• Post to account: Where the account should be posted to
• Medical Aid: The opening balance account should be posted to the patient's medical aid
• Patient/Private: The opening balance account should be posted to the private patient because they pay for the account themselves and not through the medical aid
• Post as: Post the opening balance as a procedure or as medicine
• Procedure: When the patient has been for an operation of some sort you should click on the procedure option
• Medicine: When the patient needs to get medicine, you should click on the medicine option

• Click on Import data

• Click on the ellipse (...) to import the correct file

• Complete the correct information and click on the Process text file
• Click on the Close button
• Enter the correct Contra Account and Date

• Click on the OK button
• Click on OK (again) to confirm the journal batch