Credit Control Management (Automated Credit Control) Setup
In modern medical practice, providing comprehensive healthcare to people in need is not the only important function that takes place. An equally important function, which actually affects the financial survival of the practice if it is not managed efficiently - the effective Control and Administration of Patient Accounts.
GoodX's Credit Control Assistant (CCA) assists the practice to manage the business processes within the practice that are associated with the collection of outstanding debt from Medical Aids and/or Patients. The function will be used for assisting in Credit Control/Debt collection, SMS, Emails and Cycle steps are pre-defined. The CCA keeps all communication in connection with the account of the patient between a patient/medical aid and practice.
If you would like to use the CCA, please contact GoodX so that the Set-Up can be done by our consultants and training can be booked at our offices. Please read the notes below and follow the instructions for the setup of the CCA. The information that we need from your practice, is described in the business process design link below.
TAKE NOTE: The CCA setup should be done once, so it is imperative that the business process setup must be decided on in advance.
It is possible to set up Groups and Statuses. Statuses are linked to Groups. There are pre set up Events that can be enabled on Groups and Statuses. Actions can be linked to Events. The user will enable Events on the Groups and Statuses and then link actions to the Events. Statuses will always override Groups.
- The contents of this User Manual will consist of the following information:
- Activate the CCA
- Import Templates
- Log in to the GoodX WebApp using your GoodX username and password.
Activate the CCA
- To activate the CCA please refer to the Settings Manual: Entity Settings.
Import Templates
Please Note: Templates will need to be imported or created before the CCA can be used.
- To import or create templates for the Credit Control Assistant please refer to the user manuals: Workflow Event Template: SMS Template and Workflow Event Template: Email Template to set up templates specifically for the CCA.