GoodX Supervisor for Medical | Dental Practices

• Cut-off rule (also Pat.amt): Provides the user with the option to shift the short paid Medical aid invoice amount to the Patient amount. If the total amount is less than the Cut-off Amount an automatic writer off journal will be done on these accounts when the eRA is posted. 

Please Note: If the Cut-off rule (also Pat. amt) was selected the user will need to set up the Cut-off Amount.

• Cut-off Amount: The system will look at the selected amount before performing the eRA journal. The Practice needs to decide what the amount will be.
• Click on the Cut-off Amount field to enter the desired amount that will be used for the Cut-off rule (also Pat. amt).

Unresolve payments where...

The Unresolved function will mark the payments as unresolved when the correct amount that was claimed is not on the eRA, but an overpayment or short payment is.

• Tick the checkbox of the desired option:
  
• Overpayments occur: When the Medical Aid has paid more than the claimed amount. The payment will be left unresolved in the eRA Manager. The user can then investigate why Medical Aid overpaid the account and manually resolve the problem.
  
• Short payments occur: When the Medical Aid has paid less than what was claimed. The payment will be left unresolved in the eRA Manager. The user can then investigate why the Medical Aid short paid the account and manually resolve the problem.
  

The resolve function will mark the payments as resolved when the paid amount and unmatched amount equal to zero. There are no discrepancies on the eRA and a full matching can be done.

• Paid amount and unmatched amount = 0: Will mark the payment as resolved when the paid amount and unmatched amount equal to zero. For example the paid amount (R300) and the unmatched amount (R300) = 0.
  
• Tick the checkbox to select the option.
  

• Try to auto-link partial matched payments: If both of the below is true the system will apply the item matching from the invoice line items:
  
• Checks if there is only 1 distinct invoice number on the matched items of the payment. 
  
• Checks if the total paid amount of the payment matches the total Medical Aid outstanding of the invoice.
  
• Tick the checkbox to select the option. 
  

Codes to be moved

Add Code

• Click on the + button to add a default billing code that will be moved.

• The Code: screen will open.

• Click on the text field to enter the desired code.

• Click on the Cancel button to close the Code screen and return to the eRA Matching Options - General tab without adding a new code.

• Click on the OK button to save and add the new code to the Codes to be moved list. The Code screen will close automatically.

• The code that has been added will appear on the list.

Delete Code 

• Select the desired code on the list that the user would like to remove from the Codes to be moved list.

• Click on the - button.

• A Confirm pop-up will appear to ask the user if they are sure that they would like to delete the code.

• Click on the No button to ignore the request and close the pop-up, the code will not be deleted from the list.

• Click on the Yes button to continue to remove the desired code from the list.

• Click on the Print Options button to print the setup of all System Options Tabs.

• Click on the Save button to save the changes that have been made.

Please Note: The Save button will only appear if changes have been made to the settings.

• The Confirmation Changes screen will open. 

• Click on the Please specify a reason for the changes made text box to give a reason as to why the changes have been made.

• Click on the Cancel button to go back to the EDI screen, no changes will be saved. 
  

• Click on the OK button to save changes made.
  

• Click on the Exit button to close the System Options EDI Connection screen and return back to System Options main screen.