Billing to Debt Management (Desktop App)

The purpose of the Report Setup is to set up the settings for the style the Invoice will print and the printer settings from where the Invoice will print.

• Log into the GoodX Desktop App with your username and password
• Double click on the MedDebs module

• From the menu bar, click on the Admittance button

• Search for the correct Debtor for the invoice

• Click on the account button or F9 on your keyboard

• Click on the correct invoice to be printed and click on the Reprint button

• Click on the Invoices option and click on the Print button

• From the Invoice print screen, click on the Report option 
  

•  From the drop-down menu, click on the Invoice option

• A pop-up will appear where you can create a New print template, Edit an existing template, Print the Invoice, or Delete the setup template that was created. 
• Click on the correct Invoice template and click on the Edit button

TAKE NOTE: The Style and Printer setup will be exactly the same under the 'New' and 'Edit' options.

• The Report setup screen will open. You can filter and set up print settings under the Report setup.

Style Setup:

• Complete the following information:
• Suppress printing of diagnosis: Tick this setting if you want to print the Invoice without displaying the diagnosis/ICD-10 code. The diagnosis will no longer display on the Invoice. 
• Notebook:
• Append notebook (do not store message):
• Append notebook (store message):
• Do not append notebook:
• Append notebook (fixed message):
• Print dependant nr on invoice: This option will print the patient's dependant number on the Invoice eg. 00, 01.
• Display claim codes: This option will display and print all the procedure codes that were claimed on the Invoice.
• Print Referring Doctors on Invoice: This option will print the Referring Doctors details on the Invoice if there is one.
• Print Unit Price on line items: This option will print the price per unit per line on the Invoice.
• Print Authorization no. on line items: This option will print the authorization on all lines billed on the Invoice.
• Print a secondary practice description:  This is a small description of the practice 
• Print own heading: A heading that you created for the practice
• Print banking details on invoice: This option will print the practice/doctor banking details for payments on the Invoice.
• Print Patient ID on invoice: This option will print the patient's 13 digit ID number on the Invoice.
• Print Main Member ID: This option will print the Main Members 13 digit ID number on the Invoice. 
• Default qty to 1.00 when qty < 1.00 for procedures: 
• Report Name: This is the name of the Report template that was created to print the Invoices from. 

• Click on the OK button when done with settings to save changes made.

• Click on the Cancel button to exit the settings screen without saving.