WA: Submitting a Claim

  • GoodX uses a Switching Partner which is a system that sends Medical Aid claims to the Medical Aid and receives the response for the claim.
  • The Switching Partner will assist in the electronic submitting of the claim (bill) of the Patient's Invoice. This will assist in seeing if the Medical Aid has received the claim, and if the claim is correct, according to the response that will be received.
  • The response is a good indication if the claim will be paid, but this is not 100% proof that the claim is going to be paid. There can also be other reasons why the Medical Aid will not pay the Claim even if all the information on the claim is correct.

How and Where to submit a Claim to the Medical Aid:

  • On the Dairy screen, click on a Patient that you want to bill and click on Invoice on the Sidebar


  • If the Patient has any allergies saved on his file it will pop up when opening the Invoice screen so that the Doctor are aware before prescribing Medication. (The Allergies can be saved in the Clinical Information of the Patient.)


  • The Allergies will be displayed in the top right corner
  • On the Invoice Details screen click on Add Procedure. 
  • On the Invoice Lines, you must capture the following:
    • Diagnosis: ICD10 Code - if you do not know the code, you can click on the ICD10 button button to open the list of ICD10 codes
    • Code: The code is the Procedure code or the Stock Item code. You can also search by the Name or Description in the Code field
    • QTY: The quantity that was used on the patient
    • Amount: It will automatically be calculated from the price list loaded onto the system
    • MA Liable & Patient Liable: The amounts in the Medical aid Liable will post on the Patient account as Medical aid Liable and will be sent to the medical aid. Patient Liable will be posted as Private and the patient will be liable for the amount.
    • Private tick: The line will be posted as private and not be sent to the Medical aids.
    • Auth: When the patient needs authorisation from the medical aid for a procedure, you will create an Authorisation number (Auth). Click here for the instructions to create an Auth. You can change the Auth details per line on this column.
    • (+): Plus sign is to add a line and the minus sign is to delete a line before you post the line
    • When you add a stock item, you will be asked for Days supplied and Signata
    • Days supplied: How many days will the patient be able to use the medication that was provided
    • Signata: How must the Patient use the Medication
  • After you have captured all the line items, click on Post Only, if you want to post the Invoice but not switch/submit it to the Medical Aid
  • Click on the Arrow if you want to Post and Switch to the Medical Aid; you have a choice if you want to Post and Switch without waiting for the response from the Medical Aid or you can wait for the response and see immediately if your claim has been approved or rejected, Post (Await Response).


  • Save will Save your invoice under Quotation. Click here for more information on Estimates/Quotations.
  • Get Costs will pull through the prices when the items are imported from a Combination or when the costs on the Invoice lines have not been calculated. 
  • Close will exit the Invoice and the Invoice will not be posted.
How and Where to view the EDI Response:

  • Open the Account Details screen
  • Click on Invoices
  • Click on the Invoice and select the Switch Response tab. The status of the claim will show here. For more information on the EDI Response click on the link.


Last modified: Wednesday, 6 May 2020, 9:51 AM