Queries: Totals


Generates a Totals report of all the outstanding amounts per age: Total, Medical Aid and Patient in table and graph form 

  • Sign in to the GoodX Desktop using your GoodX username and password.
  • From the Navigator Double Click on the MedDebs Module 



Generate the Report 

  • From the main MenubarClick on Queries 
  • Click on Totals 



  • You will be directed to the Totals screen where you will see a summary of the practices' Totals in Graph and Table form


  • Ageing: There are 3 sections into which the ages are dividedTotal, Medical Aid and Patient 
  • Days: Are divided into the following sections:
    • Posted Ahead: Total balances ahead 
    • Current: Total currently outstanding  
    • 30 Days: Totals in arrears by 30 days or more 
    • 60 Days: Totals in arrears by 60 days or more 
    • 90 Days: Totals in arrears by 90 days or more 
    • 120 Days: Totals in arrears by 120 days or more 
    • 150 Days: Totals in arrears by 150 days or more 
    • 180 Days: Totals in arrears by 180 days or more 

  • Percentages are worked out as follows: 
    • Outstanding: Outstanding Line total, divided by the grand total, multiplied by 100 = Line percentage 
    • Instances: Instance Line total, divided by the instance total, multiplied by 100 = Line percentage

  • Total
    • Total Outstanding: The total amount outstanding in the specific age 
    • Total Instances: Total invoices that are outstanding per age 
    • % Total Outstanding: Percentage total amount outstanding per age 
    • % Total Instances: Percentage of outstanding invoices per age 
  • Medical Aid
    • Medical Aid Outstanding: The total amount outstanding in the specific age for the Medical Aid
    • Medical Aid Instances: Total Medical Aid invoices that are outstanding per age 
    • % Medical Aid Outstanding: Percentage of what the medical aid owes 
    • % Medical Aid Instances: Percentage of outstanding invoices per age that need to be  paid by the Medical Aid 
  • Patient
    • Patient Outstanding: The total amount outstanding in the specific age owed by the patient
    • Patient  Instances: Total patient  invoices that are outstanding per age 
    • % Patient Outstanding: Percentage of what the patient owes 
    • % Patient Instances: Percentage of outstanding invoices per age that need to be paid by the patient

    Print the Report 
    • Click on Print to print your Total Query Report 
    • You will have the option to Specify Columns to Print  
    • Make your selection and click on Next


    • Your report will display on your screen 


    • You will have the following options, click on an option to action:
    • Email: Send the report via electronic mail 


    • Print Preview: View what the report will look like if you print a hard copy 


    • Save: Saves your report where you want to save it on your computer for later use and reference 


    • Page Setup: Allows you to open your printer page set-up 
     

    • Print: Sends the report to your set-up printer and allows you to print a hard copy 

    • Close: Closes the report and returns to the main MedDebs page 

          Last modified: Wednesday, 18 November 2020, 3:23 PM