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