31 Snyman RoadBrummeria, Gauteng0184

GoodX Software ©

Release Version : 7.6.1603.11

Release Notes

Bug Fix : 6 change(s)

GXMantis: 011616

The issue where Ampersand(&) and other characters caused the system to respond incorrectly when doing a

license check, has been resolved.

Odoo:

Special characters, causes the system to prompt the license warning screen incorrectly

GXMantis: 011530

The issue with the member's email which didn't populate on custom labels, has been resolved.

Odoo: 55403

Member email does not populate on custom label

GXMantis: 011448

This issue has been resolved. Only the status of the reversal claim will now change on the Claim History

screen.

Odoo: 10533

Reversed claims displayed as duplicate entries on EDI history screen

GXMantis: 011079

IF a claim is sent without a diagnosis, the switch will reject the claim (SWRej), with the following header

level message:

"Unexpected error occurred: Some line items do not have a diagnosis associated with it. Please fix and

resubmit".

Odoo: 58506

GoodXSwitch unexpected error when no diagnosis is selected

GXMantis: 011714

The issue where restoring transactions from a debtor's account archive, only restored the last linked

document, has been resolved. (Med Debs >> Debtors >> Archive Accounts / Restore Archived Transaction)

Odoo:

Rebuild Archive Index only keeps last linked document

GXMantis: 011662

The issue where empty HealthSuit3 ERA's pulled through on the ERA manager, has been resolved.

Odoo: 59374; 59375

Empty HealthSuite3 ERA's

1 of 42016/03/11 Copyright © GoodX Software

31 Snyman RoadBrummeria, Gauteng0184

GoodX Software ©

Release Version : 7.6.1603.11

Release Notes

Data Services : 2 change(s)

GXMantis: 011668

The Subfile Detail Integrity test will now be on by default.

Odoo:

Subfiledetail debug test always on

GXMantis: 011608

The "Format '%d' invalid or incompatible with argument" error, has been resolved.

Odoo:

gxconvertto7 error with converting combinations

2 of 42016/03/11 Copyright © GoodX Software

31 Snyman RoadBrummeria, Gauteng0184

GoodX Software ©

Release Version : 7.6.1603.11

Release Notes

Development : 10 change(s)

GXMantis: 011625

This new feature can be located in GXoptions >> System Options >> Debtor Transactions(2) tab.

There is a button named "Set Debtor Journal Screen Preference across multiple entities" that will give the users

the option to set a default to either the old or new Debtor Journal screen across entities.

*Please see Appendix 11637

Odoo:

New Debtor Journal Screen: Ability to switch to old/new screen across entities in GXoptions

GXMantis: 011613

The issue with the sorting on the "GoodXSwitch Claim History" screen that listed claims in the incorrect

order, has been resolved.

New sorting will be:

1) service date (newest first)

2) invoice number (newest first)

3) debtor number

Odoo:

GoodXSWitch Claim History sorting

GXMantis: 010582

Please see Appendix 10582 below on how the new Switch (GoodXSwitch) works:

Odoo: 58506

GoodXSwitch status review & changes

GXMantis: 011637

New debtor journal capturing screens have been added.

*Please see Appendix 11637

Odoo:

New Journal item level allocation screen option

GXMantis: 011656

The following changes have been made on the "GoodXSwitch Claim history" screen:

- The check box "Display Warning Indicator" has been removed. This is now a default function.

- The "Warning Indicator" will have a drop down yes/no/all/custom options, for display purposes.

- "Proc" will now also display in Orange (a new color), if there are warning(s) on a claim.

- The warning indicator will now also display if there are "warning" type of messages on header level.

Odoo:

GoodXSwitch warning indicator changes

3 of 42016/03/11 Copyright © GoodX Software

31 Snyman RoadBrummeria, Gauteng0184

GoodX Software ©

Release Version : 7.6.1603.11

Release Notes

GXMantis: 011643

New changes have been made on the Assistant Audit report in Financial reports.

*Please see Appendix: 11643.

Odoo: 58155

Assistant audit report: Assistant %payment

GXMantis: 011542

The issue where the estimate did not "import" into the Surgery list on the Diary, has been resolved.

Odoo: 53003

Surgery: Estimate procedure import

GXMantis: 011658

New functionality has been added where the grid layout of the GoodXSwitch Claim History screen can be

"reverted" back to the "default settings". This is done in:

Med Debs >> EDI (menu) >> GoodXSwitch >> Claim History >> Screen (menu) >> Reset Grid Layout.

*Please note a confirmation screen will pop up >> yes >> the changes will only take place the next time the

user go into the screen.

Odoo:

Reset GoodXSwitch Claim History screen grid to default layout

GXMantis: 011525

The "Out of memory" error the user received when importing a large ERA, has been resolved.

Odoo: 45560

ERA out of memory

GXMantis: 011588

No patient levy amounts will be sent through as a negative amount.

Odoo:

GoodXSWitch & SwitchOn financials simplified

Total : 18 change(s)

4 of 42016/03/11 Copyright © GoodX Software

Appendix 11637

New Debtor Journal Capturing Screens.

Summary New screens to capture debtor journals have been developed.

Objectives:

Empower users to capture debtor journals at item level.

Ability to capture debtor journals in batches. Batches can be saved for review before posting.

Ability to post debtor journals on account enquiry screen.

Setup The new screens will be switched on per default in the new release.

The previous screens can be switched on in GXoptions:

Debtor Journal Capturing Screen:

Batch Screen – will display the new screens

Single Journal Capturing - will display the old screens.

Journal Actions: Apply debtor transaction side rules strictly (default – switched on)

Switched on:

o Journal actions with a ‘D’ side may only be posted against source documents with an outstanding

value less than or equal to zero.

o Journal actions with a ‘C’ side may only be posted against source documents with an outstanding

value greater than zero.

Switched off:

o Any journal action may be posted against any source document.

Transaction screens

Where to access the new screens

Depending on how the toggles are set in the previous section, the old/new transaction screen will display in GXdebs:

Transactions -> Debtor Journals: Batch Screen

Transactions -> Journal Actions -> Debtor Journals

Transactions -> Journal Actions -> Debtor Journals Corrections.

The new screens are also available on the debtor enquiry screen on the right click. They will only appear on the

right-click menu if the user has access to the function in the main screen.

The rest of this document will only discuss the new screens.

Posting transactions

From the main menu

1. Select the function from the menu. A screen is displayed allowing the user to create a new posting batch or

continue editing an existing batch.

2. Click “process batch” to start capturing transactions.

3. Click “Next Debtor” to process the next debtor.

4. The system will display a list of journals that have already been captured and set the cursor to the “debtor

account” field.

5. Add another debtor, or click “Post/Save/Cancel” to post, cancel or save the batch.

Posting transactions from the account enquiry

The account enquiry work the same way as the ordinary transaction screens except for the following:

The transaction capturing cannot be stored in a batch – thus the batch screen will not be displayed

The relevant debtor and source document (as selected on the account screen) will automatically be filled in

and cannot be changed.

Appendix: 10582

7.6 GoodX Switch

Contents Patient Validation ................................................................................................................................... 1

Submitting of a claim .............................................................................................................................. 5

Account screen........................................................................................................................................ 7

Different EDI Response Status .............................................................................................................. 11

Patient Validation The patient validation is used to see if the patient is a valid and active member on the medical aid.

There is a validation Icon from the admittance screen.

Click on “+” button >>

Choose the povider which is GoodXSwitch

Wait for the response

Your response wil show if it is a valid or invalid patient.

If it is an invalid patient, please make sure all the patient information is correct and try again

Another way to do validations is by using the Multi-invoice screen

1) Browsing for a desired debtor.

2) Select Debtor/ Patient.

3) Click on validation.

Submitting of a claim Invoice can be done as normal.

1) Manually type in debtor number or search through the debtor list.

2) Billing take place

3) Post captured items/procedures/etc.

After you’ve captured your invoice you can post it as normal

Send your claim via GoodXSwitch

Send now: Send your claim through to the medical aid & view the response later.

Send & Wait: Send your claim through to the medical aid and wait for the response.

Send Later: Manualy resubmit the claim (send it in a batch).

Cancel: Do not send the claim to the medical aid.

If you clicked on send and wait, wait for your response

For most of the medical aids you will see if the medical aid will pay the account or not.

Account screen From the account screen you can view your EDI Response again, Reverse account and Resubmit

To view your EDI Response

If any mistakes were made on the claim, you can amend the mistake, Reverse the claim and

Resubmit

To reverse the claim click on the GoodX Switch icon and then reverse claim

You can also view your response, View Claim History which will show all the submissions and

reversals of the claim, Re-Apply response update: NOT RECOMMENDED. This will apply the financials

and status as on the latest response on the claim (may result in shifting of amounts between medical

aid and patient ).

After you’ve reversed the claim you can resubmit it again.

You will receive a new EDI Response.

The EDI Claim History will provide you with a list of all the claims that has been / or can be submitted

electronically.

Please

Fetch new feedback from the medical aid and refresh

Filter between dates

Filter per collum, like the EDI Status

Send/ resend all claims according to your filter

Do a patient Validation, view EDI Response and Reverse claims

View Debtor information screen and the account

Print (specify columns): Print al visible claims on the screen / per column

Export: Export to programs like Excel

Please note:

Each user (Per Windows user) can now fully customize the screen to their liking.

Drag columns and filter

Different EDI Response Status

Code Notes Long Description

Proc Full Payment Processed

Proc Processed with warnings no one or more lines Processed

MFRej

Line Level Adjudicated rejections, e.g.:

Rejected By Medical Aid

Funds depleted,

not covered,

member resigned,

Unknown Dependent (GEMS)

SWRej

Invalid/Insufficient data on claim (nappi, icd10, dep. code, treating doctor)

Rejected By Switch Header level rejections on Medikredit claims

Invalid member/patient details (Discovery, Medscheme, Edifact, Medikredit)

ItemLvl Rejection exists on claim lines Refer to item level status

MFAck

No rejections on batch destinations Delivered to Medical aid

Discovery will process and respond with financial result (e.g. "B2B 007" response)

SWRcpt The claim has been submitted to the switch - awaiting first response from the medical aid

Received By Switch

SWAccept Processed by switch; Awaiting response from Medical aid

Accepted By Switch

Appendix 11643

Assistant %payment report

New check options have been implemented for the “Assistant Audit Report”.

The functionality can still be found under:

Financial reports >> Creditors >> Assistant Audit Report.

New Tick options are highlighted below:

The following figures will explain how each option (Screen) works.

Payment Allocated to Item:

Percentage Payment (% of total paid on invoice)