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)
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