Billing to Debt Management (Web App)

Invoice Management allows the user to generate a report based on the Invoices that have been created in the system. This includes posted temporary and estimated invoices. The user is also able to send bulk SMS"s, Emails, and Payment links directly from the Invoice Management screen.

• Log in to the GoodX Web App using your GoodX username and password.
  
• The Diary screen will open. 

• Click on the Navigation Wheel on the Navigation Bar.
  

• The Navigation Wheel will open.

• Click on the Reports segment.
  

• The Dashboard screen will open.

• Click on the Invoice Management tab.

• The Invoice Management screen will open.

• An explanation will be given for each invoice type option in the filter section: 

• Invoice Type: The user can choose from three invoice types.
• Posted: A posted invoice is a financial document that has been posted and accepted by the patient and details the products, quantities, and agreed-upon fees for services delivered by the user.
• Temporary: An invoice that was created but not posted is referred to as a temporary invoice.
• Estimate: An Estimate Invoice is similar to a quote that the user provides to the patient, who may then decide whether or not to continue the procedure or send it to the Medical Aid to see whether or not the Medical Aid would pay and, if so, how much.

• From: Select the dates from which invoices should be filtered in the upper right corner menu.

• When the user selects the From filter, a date picker appears, allowing the user to select a date range to filter from.

• To: After selecting where one wants to filter the date from, users may also select which date they want to go to.

• When the user has clicked on the To filter, a date picker will appear and the user will be able to select a date to filter to.

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• Credit Control Assistant: 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. Select the preferred status before filtering the results

• Invoiced Amount: The Invoiced Amount is the amount that the practitioner charged the patient for the consultation. The user can filter and select the desired amount or the closest approximation by using the free field filter.
• Invoiced Amount Dropdown: The user can utilize this filter drop-down menu to find the desired invoice by filtering the invoice.

• >: The user can use the greater than symbol to filter invoiced amounts that are greater than a specific amount. 
• >=: The user can utilise the greater than or equal symbol to filter invoiced amounts that are greater or equal to a particular amount.
• =: The user can use the equality symbol to filter for a certain invoiced amount.
• <=: The less than or equal symbol can be used to select invoiced amounts that are smaller or equal to a specific amount.
• <: The lesser than symbol can be used to filter invoiced amounts that are less than a certain amount.

Please Note: The Outstanding, MA (Medical Aid) Outstanding, and PAT (Patient Account Total) Outstanding amounts have the same drop-down menu as the Invoiced Amount.

• Outstanding Amount: This is the sum that the patient or medical aid has not yet paid. The user can filter and select the desired amount or the closest approximation, by using the filter drop-down men

• Medical Aid Outstanding: This function allows the user to easily filter any outstanding amount that the Medical Aid still owes. The user can filter and select the desired amount or the closest approximation, by using the filter drop-down menu.

• Patient Outstanding Amount: This is the amount for which the patient is directly accountable for payment. The user can filter and select the desired amount or the closest approximation

• Treating Provider: This is a health care professional who has evaluated the patient directly. Here the user can enter the treating provider's name and the results can be filtered accordingly.

• Credit Control Assistant: 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. If the user wants to import data and then filter the results, users can choose their desired status here.

• Debtor Info: This function allows the user to search for the specific debtor or medical aid information.

• Scheme Name: The user can use this function to filter the results by entering the name of the medical aid.

• Invoice Number: This is a unique identifier for the billing that has been posted.

• After the user has filled in the required information, the user can press the Search button, which will apply the filters to the invoices.
• The filtered results will appear after the user presses the Search button. Click on the desired invoice.

Bulk Actions

From the Invoice Management Screen, Bulk Actions can be used to send mass SMSes, emails, and payment links, as well as produce a call note for the selected invoices.

• At the top right corner of the Invoice Management screen the user will see the Bulk Actions sidebar.

• An explanation will be given for each option:

• SMS: The user will be able to send bulk SMS's to the patients linked with the invoices they have chosen by using the bulk SMS's button.

• Email: The bulk Email button can be utelised by the user to send mass emails to the patients associated with the invoices they have selected.

• Dial: By pressing the Dial button the user can generate a call event for the selected debtors.

• Payment Link:  When the user clicks this Payment Link button this action will produce a payment link request for the selected debtors.

• Notes on Debtors: When the user selects the Notes on Debtors button, a note will be created for the selected debtor or debtors.

• CCA Status :When the user selects the CCA Status button, an Attention screen appears, allowing the user to select a CCA Status for all of the invoices that have been selected.

• Click on the CCA Status a dropdown will appear.

• The user can choose the CCA Status to update all of the invoices that have been selected.
• For more information regarding the CCA Statuses ,please refer to the user manual : WA: CCA Statuses.

• Debtor Edit: If any personal information has changed, the user can click the Debtor Edit button to edit and update the debtor or patient information.
• After the user clicks the Debtor Edit button the Debtor Details screen will open.

• Click the Save button after editing the debtor information to save changes made.

Please Note: After the Save button has been clicked the user will return to the Invoice Management screen.

• Click on the Account Details button to access all account-related matters.

• The  Account Details screen will open with all the related invoices.

• For more information regarding the Account Details screen, please refer to the user manual : WA: Account Details.
• Click on the Close button to return to the Invoice Management screen.