Billing to Debt Management (Desktop App)

Part 1 (Header)

Enter the appropriate information in the HEADER (Part 1) of the receipt

• Date: Enter the date that the payment reflect on your bank
  
• Description: Enter the name of the Medical aid and the date of the remittance in the field
  
• Payment: Payment from a Medical Aid is mostly received electronically
  
• Reference no: Enter your statement reference number
  
• Amount: Capture the Total amount Paid to the Practice as reflected on the remittance
  
• Tab
  

Part 2 (Debtor)

• Enter the DEB number of the first debtor on the remittance advice
  
• Press Tab
  
• Type the amount paid for that debtor in the Amount field
  
• Press Tab
  
• Note that the Level (F4) defaults on the Invoice radio button

Part 3 (Detail)

A list of the outstanding invoices on the account will be reflected.

• Select the correct invoices to be paid
  
• Allocate the payment by:
  
• Entering the amount in the Amount column against the correct invoice (item)
  
• Pressing the F7 shortcut key or clicking on the Auto mark Patient (F7) button
  
• Press Tab
  
• The Invoice line will turn Blue
  
• Repeat the process until all the amounts have been captured and the Balance = R0.00
  

• Click on Done or use the shortcut key F2
  
• Click on Accept
  
• A second line reflects in the Debtor screen with the balance of the remittance advice
  
• Select the next debtor on the remittance, type in the paid amount and repeat the allocation process
  

Allocate a negative amount ( When the medical aid took money back from a debtor)

• Type in your debtor and the amount as a negative
  
• Tab
  
• Enter the negative amount with the correct service date
• Done(F2)

Repeat until all the debtor payments on the remittance have been allocated and the amount to allocate equals R0.00

• Click on Done or use the shortcut key F2
  
• Click on Accept
  
• Click on Done (again)
  
• Click on Accept (again)
  
• Click on Exit