Course Desktop App

Section outline

• Select section Diary Admin to Clinical (Desktop App)

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  Diary Admin to Clinical (Desktop App)

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  The Desktop App user manuals under this section of the Learning Centre are for functions that are used in the business processes from Appointments to Clinical Information.

  
  
• Select section Introduction & Versions

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  Introduction & Versions

  • Select activity Diary User Preferences

    

    Diary User Preferences Page
  • Select activity User Preferences: General Tab

    

    User Preferences: General Tab Page
  • Select activity User Preferences: Medical/Paramedic Tab

    

    User Preferences: Medical/Paramedic Tab Page
  • Select activity User Preferences: Diary Tab

    

    User Preferences: Diary Tab Page
  • Select activity User Preference: Diary view

    

    User Preference: Diary view Page
  • Select activity User Preference: Miscellaneous

    

    User Preference: Miscellaneous Page
  • Select activity Diary Shortcuts

    

    Diary Shortcuts Page
  • Select activity MedDebs Shortcuts

    

    MedDebs Shortcuts Page
  • Select activity Change Language to Afrikaans or English

    

    Change Language to Afrikaans or English Page
  • Select activity Change Language

    

    Change Language Page
  • Select activity Switch between Entities

    

    Switch between Entities Page
  • Select activity Functions removed from version 7.8 and not available in version 8.0

    

    Functions removed from version 7.8 and not available in version 8.0 Page
  • Select activity Functions removed from version 7.6 and not available in version 8.0

    

    Functions removed from version 7.6 and not available in version 8.0 Page
  • Select activity Comparison between GoodX version 7.8 and 8.0

    

    Comparison between GoodX version 7.8 and 8.0 Page

    Webinar Tutorials about all the Functions are available in the links within this Article.
    

  • Select activity Help Information

    

    Help Information Page
  • Select activity Create a New Report: Debtor Transaction Daybook Drilldown Report

    

    Create a New Report: Debtor Transaction Daybook Drilldown Report Page
  • Select activity Debtor Transaction Drilldown (Daybook)

    

    Debtor Transaction Drilldown (Daybook) Page
  • Select activity Custom Reports: Setup and Save (DayBook)

    

    Custom Reports: Setup and Save (DayBook) Page
  • Select activity Age Analysis

    

    Age Analysis Page
  • Select activity Custom Reports: Setup and Save (Age Analysis)

    

    Custom Reports: Setup and Save (Age Analysis) Page
  • Select activity Filing

    

    Filing Page
  • Select activity Birthday List

    

    Birthday List URL
  • Select activity Case Report Writer

    

    Case Report Writer Page
  • Select activity Case Report Writer - Settings and Parameters

    

    Case Report Writer - Settings and Parameters Page
  • Select activity Filters: Case Report Writer

    

    Filters: Case Report Writer Page
  • Select activity Debtor & Patient Report Writer

    

    Debtor & Patient Report Writer Page
  • Select activity Theatre Usage

    

    Theatre Usage Page
  • Select activity Fixed fees/Per Diem

    

    Fixed fees/Per Diem Page
  • Select activity Discharged not final billed

    

    Discharged not final billed Page
  • Select activity Case Statistics

    

    Case Statistics Page
  • Select activity Case Statistics - Settings and Parameters

    

    Case Statistics - Settings and Parameters Page
  • Select activity Consolidated Case Report

    

    Consolidated Case Report Page
  • Select activity Consolidated Case Report - Settings and Parameters

    

    Consolidated Case Report - Settings and Parameters Page
  • Select activity Consolidated Case Report - Layout

    

    Consolidated Case Report - Layout Page
  • Select activity Clinical Management Types

    

    Clinical Management Types Page
  • Select activity Case Management Report

    

    Case Management Report Page
  • Select activity Finalised Date Age Analysis Report

    

    Finalised Date Age Analysis Report Page
  • Select activity Finalised Date Age Analysis Report: Settings and Parameters

    

    Finalised Date Age Analysis Report: Settings and Parameters Page
  • Select activity Finalised Date Age Analysis Report: Layout and Calculations

    

    Finalised Date Age Analysis Report: Layout and Calculations Page
  • Select activity Print Case Management Report

    

    Print Case Management Report Page
  • Select activity Email Case Management Report

    

    Email Case Management Report Page
  • Select activity Bed Management Report: Navigation and Use

    

    Bed Management Report: Navigation and Use Page
  • Select activity Download and Print a Bed Mangement Report

    

    Download and Print a Bed Mangement Report Page
• Select section Diary Administration

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  Diary Administration

  • Select activity Overview of the Diary

    

    Overview of the Diary Page

    Purpose: This is the main overview of the Diary that is meant for both the Practitioner and Receptionist. It is a quick overview of how to access the GoodX Manual, how to log into your GoodX, and the basics of the Home Screen that's applicable to the two rolls. 

  • Select activity Build Tables / Maintain Timeslots

    

    Build Tables / Maintain Timeslots Page
  • Select activity Diary Navigation (Desktop)

    

    Diary Navigation (Desktop) Page
  • Select activity Diary Statuses

    

    Diary Statuses Page
  • Select activity Diary Colours

    

    Diary Colours Page
  • Select activity Enable Colours

    

    Enable Colours Page
  • Select activity Status Colours - Legend

    

    Status Colours - Legend Page
  • Select activity Enabling of the Sidebar

    

    Enabling of the Sidebar Page
  • Select activity Widgets on the Sidebar

    

    Widgets on the Sidebar Page
  • Select activity Use of the Sidebar in the Diary

    

    Use of the Sidebar in the Diary Page
  • Select activity Diary Filter

    

    Diary Filter Page
  • Select activity Apply best fit to column

    

    Apply best fit to column Page
  • Select activity Reset Grid layout

    

    Reset Grid layout Page
  • Select activity Theatre / Surgery

    

    Theatre / Surgery Page
  • Select activity New Time slot

    

    New Time slot Page
  • Select activity Fix timeslot

    

    Fix timeslot Page
  • Select activity Delete Time slot

    

    Delete Time slot Page
  • Select activity Timeslot History

    

    Timeslot History Page
  • Select activity Multi Doctor View Screen

    

    Multi Doctor View Screen Page
  • Select activity Save Layout for Multi-diary View

    

    Save Layout for Multi-diary View Page
  • Select activity Add a Treating Doctor

    

    Add a Treating Doctor Page
  • Select activity Edit a Treating Doctor

    

    Edit a Treating Doctor Page
  • Select activity Add a Referring Doctor

    

    Add a Referring Doctor Page
  • Select activity Default Service Centre and Type of Appointment

    

    Default Service Centre and Type of Appointment Page
  • Select activity Add Place of Service (New Service Centre)

    

    Add Place of Service (New Service Centre) Page
  • Select activity List of entities

    

    List of entities Page
  • Select activity Help Information

    

    Help Information Page
  • Select activity Make Doctor Active

    

    Make Doctor Active Page
  • Select activity Make a Doctor Inactive

    

    Make a Doctor Inactive Page
  • Select activity Add an Assistant in Med Debs version 7.8 and 8.0

    

    Add an Assistant in Med Debs version 7.8 and 8.0 Page
  • Select activity Add an Assistant in GX Manage version 7.8 and 8.0

    

    Add an Assistant in GX Manage version 7.8 and 8.0 Page
  • Select activity Link Assistant to a Creditor in MedDebs version 7.8 and 8.0

    

    Link Assistant to a Creditor in MedDebs version 7.8 and 8.0 Page
  • Select activity View Creditor (Assistant) Account

    

    View Creditor (Assistant) Account Page
  • Select activity Patient Invoice: Assistant Code

    

    Patient Invoice: Assistant Code Page
  • Select activity Assistant Code 0018 Using Modifiers

    

    Assistant Code 0018 Using Modifiers Page
  • Select activity Combinations (Protocols)

    

    Combinations (Protocols) Page
  • Select activity Print Combinations With Items

    

    Print Combinations With Items Page
  • Select activity Print Combinations with Inactive items

    

    Print Combinations with Inactive items Page
  • Select activity Combinations: Start and end date

    

    Combinations: Start and end date Page
  • Select activity Export Combinations

    

    Export Combinations Page
  • Select activity Invoice Patients

    

    Invoice Patients Page
  • Select activity Simple Invoice

    

    Simple Invoice Page
  • Select activity Simple Invoice Screen

    

    Simple Invoice Screen Page
  • Select activity Simple (Dental Chart) Invoicing for Dental Practices

    

    Simple (Dental Chart) Invoicing for Dental Practices Page
  • Select activity Comprehensive Invoice

    

    Comprehensive Invoice Page
  • Select activity Multi Invoice Screen

    

    Multi Invoice Screen Page
  • Select activity Setting Prices to Zero

    

    Setting Prices to Zero Page
  • Select activity Allocating Discounts on Invoices using Discount Tariff Codes

    

    Allocating Discounts on Invoices using Discount Tariff Codes Page
  • Select activity Setting up Estimates Templates

    

    Setting up Estimates Templates Page
  • Select activity Estimates lists

    

    Estimates lists Page
  • Select activity Estimate Lists: Procedure Description List

    

    Estimate Lists: Procedure Description List Page
  • Select activity Estimate Lists: Appointment Description List

    

    Estimate Lists: Appointment Description List Page
  • Select activity Estimate Notes

    

    Estimate Notes Page
  • Select activity Estimate List: Other doctors

    

    Estimate List: Other doctors Page
  • Select activity Save an Estimate

    

    Save an Estimate Page
  • Select activity Invoice an Estimate

    

    Invoice an Estimate Page
  • Select activity View Estimates

    

    View Estimates Page
  • Select activity Estimates from Simple Dental Screen

    

    Estimates from Simple Dental Screen Page
  • Select activity Submitting a Claim

    

    Submitting a Claim URL
  • Select activity Claim Submission: Zero Amounts

    

    Claim Submission: Zero Amounts Page
  • Select activity Submitting WCA Claims

    

    Submitting WCA Claims Page
  • Select activity Payment Plan (Medical Practitioner): Configuration

    

    Payment Plan (Medical Practitioner): Configuration Page
  • Select activity Payment Plan (Dental and Ortho): Configuration

    

    Payment Plan (Dental and Ortho): Configuration Page
  • Select activity Step 1: Payment Plan List

    

    Step 1: Payment Plan List Page
  • Select activity Step 2: Payment Plan Show Payment Plan Invoices for Date

    

    Step 2: Payment Plan Show Payment Plan Invoices for Date Page
  • Select activity Step 3: Generate Payment Plan Invoices

    

    Step 3: Generate Payment Plan Invoices Page
  • Select activity Post Invoice

    

    Post Invoice Page
  • Select activity Anaesthetics Code Billing

    

    Anaesthetics Code Billing Page
  • Select activity Self Billing Assistant Modifier

    

    Self Billing Assistant Modifier Page
  • Select activity AM/PM Billing

    

    AM/PM Billing Page
  • Select activity VAT How

    

    VAT How Page
  • Select activity VAT Rate Change Procedure

    

    VAT Rate Change Procedure Page
• Select section Debtors & Patients

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  Debtors & Patients

  There are different debtor types, example:

  1. Normal (Private or Medical Aid patient)
  2. Insurance
  3. IOD.

  For every insurance examination and IOD case per Normal Debtor, a new electronic patient file must be created.

  • Select activity Debtor List (Desktop)

    

    Debtor List (Desktop) Page
  • Select activity Fuzzy Debtor Search (version 8.0)

    

    Fuzzy Debtor Search (version 8.0) Page
  • Select activity Debtor Status List

    

    Debtor Status List Page
  • Select activity Create New Normal Debtors

    

    Create New Normal Debtors Page
  • Select activity Linking a Debtor to a Transaction Group

    

    Linking a Debtor to a Transaction Group Page
  • Select activity Create New Insurance Debtor

    

    Create New Insurance Debtor Page
  • Select activity Create WCA and RMA Debtors

    

    Create WCA and RMA Debtors Page
  • Select activity Create a Non-medical Debtor

    

    Create a Non-medical Debtor Page
  • Select activity Create New Debtors and Dependants - Using the Import Data function

    

    Create New Debtors and Dependants - Using the Import Data function URL
  • Select activity Add Dependants

    

    Add Dependants Page
  • Select activity Dependant Type

    

    Dependant Type Page
  • Select activity Patient Validation and Data Imports

    

    Patient Validation and Data Imports URL
  • Select activity View or Update Debtor Information

    

    View or Update Debtor Information Page
  • Select activity View or Update Patient/Dependant Information

    

    View or Update Patient/Dependant Information Page
  • Select activity Change Debtor Type (Normal, IOD, etc.)

    

    Change Debtor Type (Normal, IOD, etc.) Page
  • Select activity Duplicate Debtors

    

    Duplicate Debtors Page
  • Select activity Make a Patient Inactive (New Medical Aid)

    

    Make a Patient Inactive (New Medical Aid) Page
  • Select activity Make a Patient Inactive (Deceased)

    

    Make a Patient Inactive (Deceased) Page
  • Select activity Copy Debtors - New Medical Aid

    

    Copy Debtors - New Medical Aid Page
  • Select activity Copy Debtor to another Medical Aid

    

    Copy Debtor to another Medical Aid Page
  • Select activity Copy Debtor to another Entity

    

    Copy Debtor to another Entity Page
  • Select activity Add an Employer

    

    Add an Employer Page
  • Select activity Add Insurance Agents

    

    Add Insurance Agents Page
  • Select activity File Cover Sheet

    

    File Cover Sheet Page
  • Select activity Custom Labels: Signata / Patient File / Hospital Case

    

    Custom Labels: Signata / Patient File / Hospital Case Page
  • Select activity Print patient label

    

    Print patient label Page
  • Select activity Postal Codes

    

    Postal Codes Page
  • Select activity Log: Data Changes

    

    Log: Data Changes Page
  • Select activity Debtor Document Manager (Doc Man)

    

    Debtor Document Manager (Doc Man) Page

    To save Documents eg. ID and Medical Aid Card.

    Can be accessed from MedDebs and the Diary.

    
    

  • Select activity Enabling of the Episode screen in Options

    

    Enabling of the Episode screen in Options Page
  • Select activity List of Episode Series

    

    List of Episode Series Page
  • Select activity Book Episode Numbers

    

    Book Episode Numbers Page
  • Select activity Report

    

    Report Page
  • Select activity Change Status of an Episode Number

    

    Change Status of an Episode Number Page
  • Select activity Cancel Range Of Episodes

    

    Cancel Range Of Episodes Page
  • Select activity Explanation of the Episode Screen

    

    Explanation of the Episode Screen Page
  • Select activity Invoicing from MedDebs

    

    Invoicing from MedDebs Page
  • Select activity Invoicing from the Diary

    

    Invoicing from the Diary Page
  • Select activity Stock Report Writer

    

    Stock Report Writer URL
  • Select activity Stock Movement per Detail

    

    Stock Movement per Detail URL
  • Select activity Stock Movement per Period

    

    Stock Movement per Period URL
  • Select activity Stock Item Info

    

    Stock Item Info URL
• Select section Appointments

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  Appointments

  • Select activity Search

    

    Search Page
  • Select activity Waiting List

    

    Waiting List Page
  • Select activity Book New Patient

    

    Book New Patient Page
  • Select activity New Walk-in Patient

    

    New Walk-in Patient Page
  • Select activity New Insurance Examination

    

    New Insurance Examination Page
  • Select activity New Insurance examination: Walk-in

    

    New Insurance examination: Walk-in Page
  • Select activity Book Existing Patient

    

    Book Existing Patient Page
  • Select activity Book Walk-in Patient (Existing Patient)

    

    Book Walk-in Patient (Existing Patient) Page
  • Select activity Insurance Examination (Existing Patient)

    

    Insurance Examination (Existing Patient) Page
  • Select activity Insurance examination: Walk-in (Existing Patient)

    

    Insurance examination: Walk-in (Existing Patient) Page
  • Select activity Theatre Bookings

    

    Theatre Bookings Page
  • Select activity Other Appointments

    

    Other Appointments Page
  • Select activity Arrival of Existing Patient

    

    Arrival of Existing Patient Page
  • Select activity Arrival of New Patient

    

    Arrival of New Patient Page
  • Select activity Un-arrive of Patient

    

    Un-arrive of Patient Page
  • Select activity Treated

    

    Treated Page
  • Select activity Treatment not complete

    

    Treatment not complete Page
  • Select activity Follow up functions

    

    Follow up functions Page
  • Select activity Extend an Appointment

    

    Extend an Appointment Page
  • Select activity Cancel Appointment

    

    Cancel Appointment Page
  • Select activity Postpone Appointment

    

    Postpone Appointment Page
  • Select activity Cancel a range of appointments

    

    Cancel a range of appointments Page
  • Select activity Move Appointments

    

    Move Appointments Page
  • Select activity Copy Appointments

    

    Copy Appointments Page
  • Select activity Copy as Text

    

    Copy as Text Page
  • Select activity Change Reason for Appointment

    

    Change Reason for Appointment Page
  • Select activity Get new patient fixed data

    

    Get new patient fixed data Page
  • Select activity Range of Appointments

    

    Range of Appointments Page
  • Select activity Waiting Room

    

    Waiting Room Page
  • Select activity Emergency Appointment (Walk-in)

    

    Emergency Appointment (Walk-in) Page
  • Select activity Change Status of Appointment: Emergency / Normal

    

    Change Status of Appointment: Emergency / Normal Page
  • Select activity Invoice Corrections: Credit Notes 7.6

    

    Invoice Corrections: Credit Notes 7.6 Page
  • Select activity Invoice Corrections: Credit Notes 7.8

    

    Invoice Corrections: Credit Notes 7.8 Page
  • Select activity Invoice Corrections: Credit Notes 8.0

    

    Invoice Corrections: Credit Notes 8.0 Page
  • Select activity Invoice Corrections: Redo Transaction and Credit Note

    

    Invoice Corrections: Redo Transaction and Credit Note Page
  • Select activity Change Details on Invoice (NO CREDIT NOTE)

    

    Change Details on Invoice (NO CREDIT NOTE) Page
  • Select activity New Debtor Journal Capturing Screen: Default User Preference

    

    New Debtor Journal Capturing Screen: Default User Preference Page
  • Select activity Credit Note in Previous Financial Period

    

    Credit Note in Previous Financial Period Page
  • Select activity How to Undo the Capture of a Single Stock Item

    

    How to Undo the Capture of a Single Stock Item Page
• Select section Communication

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  Communication

  • Select activity Message Book

    

    Message Book Page
  • Select activity Notebook

    

    Notebook Page
  • Select activity Autotext: Notebook

    

    Autotext: Notebook Page
  • Select activity Example SMS Templates

    

    Example SMS Templates Page
  • Select activity SMS to selected Debtors on Age Analysis

    

    SMS to selected Debtors on Age Analysis Page
  • Select activity Reminder SMS/Email of Appointment (Diary)

    

    Reminder SMS/Email of Appointment (Diary) Page
  • Select activity Batch Transactions: SMS History

    

    Batch Transactions: SMS History Page
  • Select activity Batch Transactions: E-mail History

    

    Batch Transactions: E-mail History Page
  • Select activity General Statement Message

    

    General Statement Message Page
  • Select activity Task List (MedDebs)

    

    Task List (MedDebs) Page
  • Select activity Repeatable Tasks

    

    Repeatable Tasks Page
  • Select activity Print Task Lists

    

    Print Task Lists Page
  • Select activity Task List (Desktop)

    

    Task List (Desktop) Page
  • Select activity Birthday List

    

    Birthday List Page
  • Select activity SMS From Notebook

    

    SMS From Notebook Page
• Select section Clinical Information

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  Clinical Information

  • Select activity To Access the Patient Clinical Information

    

    To Access the Patient Clinical Information Page
  • Select activity Clinical Information (Allergies / Chronic Info)

    

    Clinical Information (Allergies / Chronic Info) Page
  • Select activity Clinical Notes

    

    Clinical Notes Page
  • Select activity Clinical Reports

    

    Clinical Reports Page
  • Select activity History

    

    History Page
  • Select activity Deleted Allergies

    

    Deleted Allergies Page
  • Select activity Patient Documents

    

    Patient Documents Page
  • Select activity Medical Certificate (Sick Note)

    

    Medical Certificate (Sick Note) Page
  • Select activity Autotext: Clinical Reports

    

    Autotext: Clinical Reports Page
  • Select activity Prescription Letter

    

    Prescription Letter Page
  • Select activity Reprint of Script copy

    

    Reprint of Script copy Page
  • Select activity Tooth History (Dentists)

    

    Tooth History (Dentists) Page
  • Select activity Patient Receipt: Invoice Level

    

    Patient Receipt: Invoice Level Page
  • Select activity Patient Receipt: Item level

    

    Patient Receipt: Item level Page
  • Select activity Patient Receipts - Unlinked

    

    Patient Receipts - Unlinked Page
  • Select activity Medical Aid Receipt: Invoice Level

    

    Medical Aid Receipt: Invoice Level Page
  • Select activity Medical Aid Receipt: Item Level

    

    Medical Aid Receipt: Item Level Page
  • Select activity Medical Aid Receipts - Unlinked

    

    Medical Aid Receipts - Unlinked Page
  • Select activity Reciept Screen Overview

    

    Reciept Screen Overview Page
• Select section Billing: Medical Coding & Medical Aids

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  Billing: Medical Coding & Medical Aids

  • Select activity Understanding Medical Codes And Modifiers

    

    Understanding Medical Codes And Modifiers Page
  • Select activity How are codes and Modifiers Controlled and Managed?

    

    How are codes and Modifiers Controlled and Managed? Page
  • Select activity Medical Code Categories

    

    Medical Code Categories Page
  • Select activity Procedure Code

    

    Procedure Code Page
  • Select activity ICD-10 Code

    

    ICD-10 Code Page
  • Select activity Material / Consumables (F10)

    

    Material / Consumables (F10) Page
  • Select activity Prescribe / Dispense (F12)

    

    Prescribe / Dispense (F12) Page
  • Select activity Change Tariff amounts for Procedure Codes (Only 7.6 version)

    

    Change Tariff amounts for Procedure Codes (Only 7.6 version) Page
  • Select activity SAMA Billing Rules

    

    SAMA Billing Rules Page
  • Select activity Types of Modifiers

    

    Types of Modifiers Page
  • Select activity Using Modifiers in GoodX

    

    Using Modifiers in GoodX Page
  • Select activity Modifier Billing Suggestions in the Desktop App

    

    Modifier Billing Suggestions in the Desktop App Page
  • Select activity Medical Aids: Medical Aid Lists

    

    Medical Aids: Medical Aid Lists Page
  • Select activity Levy on Medical Aid

    

    Levy on Medical Aid Page
  • Select activity DBBS - Levy on Medical Aid

    

    DBBS - Levy on Medical Aid Page

    This is only applicable for De Beers Acute Medical Scheme

  • Select activity Medical Aid Levy Calculations

    

    Medical Aid Levy Calculations Page
  • Select activity Medical Aids: Schemes

    

    Medical Aids: Schemes Page
  • Select activity Medical Aids: Administrator

    

    Medical Aids: Administrator Page
  • Select activity Medical Aids: Clearing house

    

    Medical Aids: Clearing house Page
  • Select activity Medical Aids: Managed Care

    

    Medical Aids: Managed Care Page
  • Select activity Medical Aid Posting Formulas

    

    Medical Aid Posting Formulas Page
  • Select activity Medical Aid EDI Switches

    

    Medical Aid EDI Switches Page
  • Select activity Medical Aids: Anaesthetic rules

    

    Medical Aids: Anaesthetic rules Page
  • Select activity DA: Allocating a Medical Aid Rejection Message

    

    DA: Allocating a Medical Aid Rejection Message Page
  • Select activity DA: Remove Medical Aid Rejection Message

    

    DA: Remove Medical Aid Rejection Message Page
  • Select activity Tariff Codes Lists

    

    Tariff Codes Lists Page
  • Select activity Filtering of Tariff Codes

    

    Filtering of Tariff Codes Page
  • Select activity Edit Tariff Codes

    

    Edit Tariff Codes Page
  • Select activity Code Lists

    

    Code Lists Page
  • Select activity Prescription Codes

    

    Prescription Codes Page
  • Select activity CPT4 Codes

    

    CPT4 Codes Page
  • Select activity Cost Centres

    

    Cost Centres Page
  • Select activity Medicine Formularies

    

    Medicine Formularies Page
  • Select activity Medicine

    

    Medicine Page
  • Select activity Material

    

    Material Page
  • Select activity Time Billing Codes with Fixed Prices - Desktop App

    

    Time Billing Codes with Fixed Prices - Desktop App Page
  • Select activity Modifiers: 0051 to duplicate with 0057

    

    Modifiers: 0051 to duplicate with 0057 Page
  • Select activity Setup of Medical Aid Rejection Message

    

    Setup of Medical Aid Rejection Message Page
  • Select activity Setting up Time Billing Codes with Fixed Prices

    

    Setting up Time Billing Codes with Fixed Prices Page
  • Select activity Procedure Price List Screen Overview

    

    Procedure Price List Screen Overview Page
  • Select activity How to Enable/Disable EDI Switch on Medprax Scheme Settings

    

    How to Enable/Disable EDI Switch on Medprax Scheme Settings Page
  • Select activity Maintain Local Pricelists (Desktop)

    

    Maintain Local Pricelists (Desktop) Page
  • Select activity How to Copy Local Prices and/or RVUs to Another Year

    

    How to Copy Local Prices and/or RVUs to Another Year Page
• Select section Receipting: The Cash Register

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  Receipting: The Cash Register

  Benefits of using the Cash Register in the Practice:

  1. Processing and Recording of payment transactions in the Practice to enable the tracking of Patient transactions.
  2. Speeding up checkout time.
     
  3. Save unnecessary costs of receipt books by using the receipt option of the Cash Register module.
     
  4. Cash Registers can be set up per user so that each user can end his or her session and do a cash-up after ending a session and do a proper capture of the user cash-up for auditing purposes.
     
  5. End the Cash Register session after collecting all the payments for the day so that the day becomes an auditable unit.
     
  6. At the end of the session, the Cashier / Receptionist counts all payments received for the day for reconciliation with the system.

  The Cash Register is listed as the second Module on the Navigator.

  • Select activity How to create a Cash Register

    

    How to create a Cash Register Page
  • Select activity Cash Register Receipt

    

    Cash Register Receipt Page
  • Select activity End Session

    

    End Session Page
  • Select activity Capture User Cashup

    

    Capture User Cashup Page
  • Select activity End Cash Register Session

    

    End Cash Register Session Page
  • Select activity Reconcile Session

    

    Reconcile Session Page
• Select section Receipt Corrections

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  Receipt Corrections

  Receipt Written Back:

  • Reversal of an Incorrect Receipt

  • Select activity Receipts Written Back

    

    Receipts Written Back Page
  • Select activity Add to Receipt

    

    Add to Receipt Page
  • Select activity Link Unlinked Receipts with Zero Receipts / Autolink Receipts

    

    Link Unlinked Receipts with Zero Receipts / Autolink Receipts Page
  • Select activity Move Receipt from one Debtor to another

    

    Move Receipt from one Debtor to another Page
  • Select activity Receipt corrections - Item Level

    

    Receipt corrections - Item Level Page
• Select section Debt Management: General

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  Debt Management: General

  
  Before starting with Debt Management, Journals can be used for the following:
  

  • Small balance Write Off
  • Settlement Discount
  • Bad Debt Write Off
    
  • Bad Debt Recovered 
  • Hand Over
  • Interest
    
    

  PLEASE NOTE: DO NOT USE JOURNALS TO CORRECT ERRONEOUS INVOICES OR RECEIPTS - Otherwise your reporting will be incorrect as Journals do not correct your turnover and cash flow reports.
  

  
  

  • Select activity Payment to Patient / Medical Aid (Refund)

    

    Payment to Patient / Medical Aid (Refund) Page
  • Select activity Payment to Patient / Medical Aid Written Back (Refund)

    

    Payment to Patient / Medical Aid Written Back (Refund) Page
  • Select activity Payment To Patient / Medical Aid Add

    

    Payment To Patient / Medical Aid Add Page
  • Select activity Debtor Journals: Batch Screen

    

    Debtor Journals: Batch Screen Page
  • Select activity Journal Actions: Debtor Journals (Batch)

    

    Journal Actions: Debtor Journals (Batch) Page
  • Select activity Journals: Old Screens

    

    Journals: Old Screens Page
  • Select activity Inter debtor journals

    

    Inter debtor journals Page
  • Select activity Debtor / Med.Aid Outstanding

    

    Debtor / Med.Aid Outstanding Page
  • Select activity Patient and Medical Aid Paid

    

    Patient and Medical Aid Paid Page
  • Select activity Debtor Enquiries

    

    Debtor Enquiries Page
  • Select activity Item Level

    

    Item Level Page
  • Select activity Account Query from Diary screen

    

    Account Query from Diary screen Page
  • Select activity Account Query version 7.6

    

    Account Query version 7.6 Page
  • Select activity Account Query Screen

    

    Account Query Screen Page
  • Select activity Account Query: Item Level Summary

    

    Account Query: Item Level Summary Page
  • Select activity Account Query: Item Level Allocation History

    

    Account Query: Item Level Allocation History Page
  • Select activity Account Query: Debtor Journal (Ledger)

    

    Account Query: Debtor Journal (Ledger) Page
  • Select activity Account Query: Debtor Journal (Ledger Action)

    

    Account Query: Debtor Journal (Ledger Action) Page
  • Select activity Account Query: Total value of Split Transaction

    

    Account Query: Total value of Split Transaction Page
  • Select activity Account Query: Summary of Receipts

    

    Account Query: Summary of Receipts Page
  • Select activity Account Query: Shift outstanding Amount to Patient/Medical Aid

    

    Account Query: Shift outstanding Amount to Patient/Medical Aid Page
  • Select activity Account Query: Post Assistant Invoice to Creditor

    

    Account Query: Post Assistant Invoice to Creditor Page
  • Select activity Account Query: Change Invoice Details

    

    Account Query: Change Invoice Details Page
  • Select activity Account Query: Change Item Details

    

    Account Query: Change Item Details Page
  • Select activity Account Summary

    

    Account Summary Page
  • Select activity Print Tax Invoice

    

    Print Tax Invoice Page
  • Select activity Reprint of Invoice

    

    Reprint of Invoice Page
  • Select activity Print TAX Invoice with Lab Numbers

    

    Print TAX Invoice with Lab Numbers Page
  • Select activity Print TAX Invoice without ICD-10 Code

    

    Print TAX Invoice without ICD-10 Code Page
  • Select activity Invoice Printing Setup

    

    Invoice Printing Setup Page
  • Select activity E-mail Tax Invoice

    

    E-mail Tax Invoice Page
  • Select activity Invoice Email Setup

    

    Invoice Email Setup Page
  • Select activity Setup a New Statement

    

    Setup a New Statement Page
  • Select activity Print Statement Normal

    

    Print Statement Normal Page
  • Select activity Print Statement with Lab Numbers

    

    Print Statement with Lab Numbers Page
  • Select activity Print/Save Statement as PDF

    

    Print/Save Statement as PDF Page
  • Select activity Print a Debtor Statement from an Appointment

    

    Print a Debtor Statement from an Appointment Page
  • Select activity Print a Debtor Statement without selecting an Appointment

    

    Print a Debtor Statement without selecting an Appointment Page
  • Select activity Statement Notes

    

    Statement Notes Page
  • Select activity General statement message

    

    General statement message Page
  • Select activity Calculate Interest

    

    Calculate Interest Page
  • Select activity Adding Interest to Debtor

    

    Adding Interest to Debtor Page
  • Select activity Adjustment Journals per Invoice

    

    Adjustment Journals per Invoice Page
  • Select activity Adjustment Journals Per Debtor

    

    Adjustment Journals Per Debtor Page
  • Select activity Post stored Adjustment Batch

    

    Post stored Adjustment Batch Page
  • Select activity Reverse a Journal Batch

    

    Reverse a Journal Batch Page
  • Select activity Opening Balances: Patients

    

    Opening Balances: Patients Page
  • Select activity Opening Balances: Medical Aid

    

    Opening Balances: Medical Aid Page
  • Select activity Opening Balances: Patients: Import

    

    Opening Balances: Patients: Import Page
  • Select activity View busy batches

    

    View busy batches Page
  • Select activity Archiving and Restoring of Transactions version 7.6

    

    Archiving and Restoring of Transactions version 7.6 Page
  • Select activity Archiving of Transactions version 8.0

    

    Archiving of Transactions version 8.0 Page
  • Select activity Restore Archived Transactions version 8.0

    

    Restore Archived Transactions version 8.0 Page
  • Select activity Archive Enquiry

    

    Archive Enquiry Page
  • Select activity Insurance agent

    

    Insurance agent Page
  • Select activity Queries: Totals

    

    Queries: Totals Page
  • Select activity Email Mulitple Invoices

    

    Email Mulitple Invoices Page
  • Select activity Debtor Transaction Groups

    

    Debtor Transaction Groups Page
  • Select activity Setup Example for Bulk Statements

    

    Setup Example for Bulk Statements Page
  • Select activity Debtor Statement Bulk

    

    Debtor Statement Bulk Page
• Select section Debt Management: The Credit Control Assistant (CCA)

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  Debt Management: The Credit Control Assistant (CCA)

  In modern medical practice, providing comprehensive healthcare to people in need of it is not the only important function that takes place. An equally important function, which actually has an effect on the financial survival of a practice if it is not managed efficiently - the effective control and administration of patient accounts. 

  GoodX's Credit Control Assistant (CCA) 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. The function will be used for assisting in Credit control/Deb collection, SMS, Emails and cycle steps are pre-defined. The CCA keeps all communication in connection with the account of the patient between a patient/medical aid and practice.

  If you would like to use the CCA, please contact GoodX so that the set up can be done by our consultants and training can be booked at our offices. Please read the notes below and follow the instructions for the setup of the CCA. The information that we need from your practice, is described in the business process design link below.

  The example in excel is provided as a guideline. In order for GoodX to set up the CCA, please comply with the following procedure:

  1. Download the example, change or add the processes you require and indicate your time frames and which steps you want to be taken with each collection process. The clearer your instructions, the easier the setup will be.

  2. Send the document back to help@goodx.co.za so that GoodX can do your setup according to your needs.

  3. Make arrangements for training at the GoodX offices.

  Note: the CCA setup should be done once, so it is imperative that the business process setup is decided on in advance.

  • Select activity Credit Control Guidelines

    

    Credit Control Guidelines Book
  • Select activity Using the Credit Control Assistant (CCA)

    

    Using the Credit Control Assistant (CCA) Page
  • Select activity Business Process Design

    

    Business Process Design Page
  • Select activity Example for Credit Control Cycle Steps

    

    Example for Credit Control Cycle Steps File
  • Select activity CCA Categories & Process Implementation

    

    CCA Categories & Process Implementation File
  • Select activity Credit Control Setup

    

    Credit Control Setup Page
  • Select activity Multiple Debtors Actions

    

    Multiple Debtors Actions Page
  • Select activity Multiple Invoice Actions

    

    Multiple Invoice Actions Page
• Select section Month-end

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  Month-end

  The reports for the Desktop App can be found under the Desktop App Reports book on the home page of the Learning Centre. Before reports can be generated, clients who use the month end functionality, must first do a Debtors month end.

  Practices that use the GoodX Month-end system have to do the Debtors month-end at the end of each month.

  Practices that use the Accounting Module must also complete a Financial Month-end in the GX Manage Module. Click here for instructions.

  
  

  • Select activity End Batches (All transactions)

    

    End Batches (All transactions) Page
  • Select activity Debtors Month-End ONLY version 7.6

    

    Debtors Month-End ONLY version 7.6 Page
  • Select activity Multiple Financial Month-End ONLY version 7.6

    

    Multiple Financial Month-End ONLY version 7.6 URL
  • Select activity Multiple Debtors & Month-End version 7.8

    

    Multiple Debtors & Month-End version 7.8 URL
  • Select activity How to do Month End on Desktop

    

    How to do Month End on Desktop Page
• Select section Desktop App Reports

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  Desktop App Reports

  • Select activity Index of Reports

    

    Index of Reports Page
  • Select activity Reports Terminology

    

    Reports Terminology Page
  • Select activity Options to Print

    

    Options to Print Page
• Select section Daily Internal Controls

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  Daily Internal Controls

  • Select activity Day end: Print days List of Invoices (Diary)

    

    Day end: Print days List of Invoices (Diary) Page
  • Select activity Daily Reports: Diary - Follow up Visits

    

    Daily Reports: Diary - Follow up Visits Page
  • Select activity Daily Reports: Diary - Birthday List

    

    Daily Reports: Diary - Birthday List Page
  • Select activity Daily Reports: Diary - Print Day Grid

    

    Daily Reports: Diary - Print Day Grid Page
  • Select activity Daily Reports: Diary Export

    

    Daily Reports: Diary Export Page
  • Select activity Daily Report: Diary - Print Diary

    

    Daily Report: Diary - Print Diary Page
  • Select activity Daily Reports: Diary - Turnover per Provider

    

    Daily Reports: Diary - Turnover per Provider Page
  • Select activity Daily Reports: Debtor Transaction Drilldown (Daybook) (MedDebs)

    

    Daily Reports: Debtor Transaction Drilldown (Daybook) (MedDebs) Page
  • Select activity Debtor Transaction Drilldown (Daybook) Settings and Parameters

    

    Debtor Transaction Drilldown (Daybook) Settings and Parameters Page
  • Select activity Daybook Tabs and Report Filters

    

    Daybook Tabs and Report Filters Page
  • Select activity Example Custom Reports: Setup and Save (DayBook)

    

    Example Custom Reports: Setup and Save (DayBook) Page
  • Select activity Daily Reports: MedDebs - Unlinked Receipts Report

    

    Daily Reports: MedDebs - Unlinked Receipts Report Page
  • Select activity Debtor Status Audit Report

    

    Debtor Status Audit Report Page
  • Select activity Webinar: ICD10 Statistics Report

    

    Webinar: ICD10 Statistics Report URL
  • Select activity Code Statistics

    

    Code Statistics Page
  • Select activity Daily Turnover Report (Desktop)

    

    Daily Turnover Report (Desktop) Page
• Select section Monthly Internal Controls

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  Monthly Internal Controls

  • Select activity Monthly Reports: Diary Statistics

    

    Monthly Reports: Diary Statistics Page
  • Select activity Monthly Reports: Diary - Recalls (Follow Up)

    

    Monthly Reports: Diary - Recalls (Follow Up) Page
  • Select activity Monthly Reports: Diary - History Log

    

    Monthly Reports: Diary - History Log Page
  • Select activity Monthly Reports: MedDebs - Age Analysis

    

    Monthly Reports: MedDebs - Age Analysis Page

    
    
  • Select activity MedDebs: Age Analysis Report Settings and Parameters

    

    MedDebs: Age Analysis Report Settings and Parameters Page
  • Select activity MedDebs: Age Analysis Report Filters

    

    MedDebs: Age Analysis Report Filters Page
  • Select activity MedDebs: Example Custom Reports: Setup and Save Age Analysis

    

    MedDebs: Example Custom Reports: Setup and Save Age Analysis Page
  • Select activity Debtor Days Calculation

    

    Debtor Days Calculation Page
  • Select activity Monthly Reports: Financial Reports - Debtor Statistics

    

    Monthly Reports: Financial Reports - Debtor Statistics Page
  • Select activity Debtor Statistics: Settings and Parameters

    

    Debtor Statistics: Settings and Parameters Page
  • Select activity Monthly Reports: MedDebs - Assistant Audit Report

    

    Monthly Reports: MedDebs - Assistant Audit Report Page
  • Select activity Monthly Reports: MedDebs - Assistant Age Analysis

    

    Monthly Reports: MedDebs - Assistant Age Analysis Page
  • Select activity Monthly Reports: MedDebs - List of "Redo-Invoices"

    

    Monthly Reports: MedDebs - List of "Redo-Invoices" Page
  • Select activity Monthly Reports: MedDebs - Multi Invoice Report

    

    Monthly Reports: MedDebs - Multi Invoice Report Page
  • Select activity Monthly Reports: MedDebs - Invoices Outstanding

    

    Monthly Reports: MedDebs - Invoices Outstanding Page
  • Select activity MedDebs - Invoices Outstanding Report Settings and Parameters

    

    MedDebs - Invoices Outstanding Report Settings and Parameters Page
  • Select activity MedDebs: Invoices Outstanding Report Filters

    

    MedDebs: Invoices Outstanding Report Filters Page
  • Select activity MedDebs: Example Custom Reports: Setup and Save Invoices Outstanding

    

    MedDebs: Example Custom Reports: Setup and Save Invoices Outstanding Page
  • Select activity Debtor/Patient Report Writer (Overview)

    

    Debtor/Patient Report Writer (Overview) Page
  • Select activity Debtor/Patient Report Writer: Column Selection

    

    Debtor/Patient Report Writer: Column Selection Page
  • Select activity Financial Reports: Income Statement Report (Desktop)

    

    Financial Reports: Income Statement Report (Desktop) Page
• Select section New section

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  New section
• Select section New section

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  New section
• Select section New section

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  New section