Switching: Claim Administration

To send Bulk SMS's and Statements directly from the EDI Claim History screen

A new button Multi-account actions have been added on the EDI claim history screen. Upon pressing the button the user will be able to either send Multiple SMS's or Statements. The user will for example filter on EDI Status and be able to send SMS or Statements to only these Debtors.

• Sign in to the GoodX Desktop using your GoodX username and password.
• From the Navigator Double Click on the MedDebs Module 
  

• From the Menubar on the main MedDebs screen, click on EDI/Batch Management
• Click on GoodXSwitch from the drop-down menu
• Click on Claim History from the submenu 

• You will be directed to the GoodXSwitch Claim History screen
• Here you will filter using the many filter options at the top of the screen 

Filter 

• Fetch & Refresh data: Click to refresh the list 
• Include Resolved Claims: Will include all debtors whose claims have been resolved  
• Include Credited Claims: Will include all claims that have been credited  
• Show ICD10 and Authorization: Shows ICD10 and authorization 

• Search 
• Type in the search box, click Search to find 

• Filter between dates: Tick the check box to use this function to filter between two dates

• Using : Drop-down Box 
• Service Date : The date the patient was at the practice 
• Capture Date: The date the invoice was captured
• Submission Date: The date the claim was submitted 

• From: Select the starting date from the calendar drop-down
• To: Select the end date from the calendar drop-down

• Filter on Status: Select an option from the drop-down box 
• Filter on Medical Aid: Select an option from the drop-down box 

• Click on the Apply Filter button to apply the filters you have selected  

• Click on the Clear Filters button to Clear all filters that have been selected 

Multi Actions 

• From the main Toolbar Click on the Multi-Account Actions button 
• From here the user will be able to either Send SMS's or Print Statements. 

Send Bulk SMS's

• To send SMS's click on Send SMS's to the list of multiple debtors that you have filtered above

• A pop-up box will appear to confirm whether you want to send an SMS to multiple debtors, as filtered from the list  
• Click on OK to Send the SMS or click Cancel to cancel the action

• The Message screen will pop-up where you will be able to select your message from the pre set up messages on the drop-down box

• Sms Method: When you would like to send the SMS
• Now: Send the message immediately 
• Later (15): Sends the message at a later stage select a date and time in the Send date drop-down
• Send Date: Select the date and the time from the drop-down if you want the SMS to go out at a specific Date & Time 
• Click on OK when you are satisfied with your selection  

• Click on the Send button to send your SMS 

• Click on Cancel to return to the GoodXSwitch Claim History screen

Print Statements 

• To Print Statements Click on Print Statements 

• The Statement enquiry screen will pop-up
• You will then be able to print statements directly from GoodXSwitch as you would do from the MedDebs Screen. 
• Follow the link to the user manual on how to Print Statements   

• When you are done and satisfied with what you have done, Click on OK on the GoodXSwitch Claim History screen to return to the Main MedDebs Screen