Billing to Debt Management (Web App)

The purpose of the Account Details screen is for the User to access all Account-Related matters, Print Invoices / Receipts / Statements, Download or Email Invoices / Receipts / Statements, make Clinical Notes, perform Special Actions, and view the History (Archived Transactions) of the Debtors Account in one screen.

• Log in to the GoodX WebApp using your GoodX username and password.
• From the Diary screen, click on the correct Patient booking. 

• The Sidebar will open on the right-hand side of the screen. 

• Click on the Account Details button.

• The Account Details screen will open.

• From the Account Details screen, the User can access all Account-Related matters, Print Invoices / Receipts / Statements, Download or Email Invoices / Receipts / Statements, make Clinical Notes, perform Special Actions, and view the History (Archived Transactions) of the Debtors Account.

Receipts

• Receipt Lines, you can see on what Invoice the Receipt was posted with the Invoice number/date, in what Cashbook it was received and if it was for Patient or Medical Aid liable.