Credit Control Setup

Abbreviations
Auth - Authorisation number
CCA - Credit Control Assistant
CMS - Council for Medical Schemes
COID - Commissioner of Injury on Duty (See WCA)
EDI - Electronic Data Interchange
HCP - Health Care Provider
M/aid - Medical Aid(s)
PM - Practice Manager
PMB - Prescribed Minimum Benefit
RAF - Road Accident Fund
WCA - Workmen's Compensation Act (See COID)
WCL - Workmen's Compensation Letter

Initial setup by supervisor

Entity setup - Debtors - CCA options:

CCA options:
- debtor level (Simple CCA)
- invoice level - service date
- invoice level - capture date
After the rest of the setup has been done you can do the next two steps
Initiate cca structure and data
Set correct invoice status group on deboop


CCA defaults: default medical aid links when updating medprax:
Procedures
Medicine
Lab



GXManage setup:


Note: All emails, final demands, sms's and front cover letter templates that you want to use in the credit controller must be set up beforehand.

  • Step1: Create credit control categories
  • Step2: Create credit control sub categories
  • Step3: Create collection cycle steps for each categories
  • Step4: Link credit control categories, sub categories and collection cycles together 
  • Step5: Link medical aids to categories
  • Step6: Reasons for changing sub categories


Step1:  Create credit control categories

The purpose of the credit control categories is to group different payment options and different medical aids to follow specific collection cycles.

Example:

  1. If the patient has medical aid 1, you have to follow collection cycle 1.
  2. If the patient has medical aid 2, you have to follow collection cycle 2.
  3. If it is a private account, you have to follow collection cycle 3.

These are the main collection cycle categories:

  • Medical aid
  • Private
  • WCA

Setup can be done in GX Manage

  • Global list
    • Credit control assistant options
      • Credit control categories
        • (+) Add code






Step2: Credit control sub categories

The sub categories are set up to decide which collection cycle will be used. The decision depends on if the invoice has a PMB (Prescribed Minimum Benefits) or not.

These are the main sub categories that are linked to the credit control categories:

  • Normal -  follow the normal collection cycle
  • PMB - this account has a PMB cycle and follows a different collection cycle, medical aid has to pay by law
  • Hybrid - Change your collection cycle




Step3:  Create collection cycle steps for each category

The collection cycle is where you map out on what day after the service date you want to follow up on an account or send out a SMS.



To add the credit control steps for each category, click on show steps and the (+) to add



Take note:

1. Only 15 steps can be added.

2. Steps can only be used in order of appearance.

3. Steps can be edited after setup, but not deleted, because invoices will already have been linked to the step.

Guideline for the medical aid credit control steps:












Guideline for the private credit control steps:









After the steps has been created edit the collection cycle to set the first status




Step4: Link credit control categories, sub categories and collection cycles together 




Step5: Link medical aids to categories





Step6: Reasons for changing sub categories


Last modified: Thursday, 3 March 2022, 6:05 AM