GoodX Software Notes 7.8.1607.08.pdf · Odoo: Import validation: ... An additional button ......

31 Snyman RoadBrummeria, Gauteng0184

GoodX Software ©

Release Version : 7.8.1607.08

Release Notes

Bug Fix : 49 change(s)

GXMantis: 012322

The Code_S error when doing a Patient import validation, has been resolved.

Odoo:

Import validation: Code_S error

GXMantis: 011800

The issue where the procedure codes were overwritten in the combination list if a space was in front of the

Combination code, has been resolved.

Odoo:

Procedure code overwritten on combination

GXMantis: 011802

The issue where an item would not post with an amount of R0.00 when the item's amount has been set to R0.00

on the multi- invoicing screen has been resolved. An additional button (Set item to zero (Alt+Z)) to set

an item to R0.00 have also been added, as well as two drop down items to set all items to R0.00 or to reset

all items to their normal values have also been added. The button is only available to users with the

privilege of 'Billing Supervisor'.

Odoo: 43512

Setting item amount to R0.00 on the invoicing screen and then posting the invoice.

GXMantis: 011803

The issue where the Receipt age analysis report incorrectly generated the wrong totals, have been resolved.

Odoo:

Receipt Age Analysis total incorrect

GXMantis: 011808

The "Cannot perform this operation on a closed dataset" error the user received when generating a report

for the previous financial year, after the year-end process was done, has been resolved.

Odoo:

"Cannot perform this operation on a closed dataset" after year-end is done

GXMantis: 011815

The issue with the financial year field that was not automatically populated on the report parameters screen has been

resolved.

Odoo:

Episode Report, financial year not populated on parameters

GXMantis: 011845

The issue where the receipt description would print over the amount, has been resolved.

Odoo:

Blank paper statement: Print over amount

GXMantis: 011848

The issue where the incorrect debgroup was displayed on the Debtors Statistic report due to price updates,

has been resolved.

Odoo:

Debtors Statistics Report: Issue when debgroep changes with price update

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Release Notes

GXMantis: 011906

The SQL error the user received when saving a report, has been resolved.

Odoo:

Financial reports: Issues with saving reports

GXMantis: 011951

The issue where invoices are done in the previous financial year and the cheques in the current

financial year and then doesn't print on the payment advice report, has been resolved.

Odoo: 61513

Creditors: Statement not displaying creditor cheques CLONED]

GXMantis: 011956

The issue where the Import Debtor would prompt a new debtor screen when a selected user has been selected, has

been resolved.

Odoo:

Import Debtor: Opens new screen

GXMantis: 011960

The issue with date input not working correctly on the "Price list exception" screen, has been resolved.

Odoo:

Date input error on price list exception screen, code exceptions tab

GXMantis: 011971

The issue with the "Debtor/Patient Report Writer" in the Global Reports that only generated the report for

the entity that you are logged into has been resolved. A screen now pops up where you can select the

entities for which the report should be generated.

Odoo:

Debtor/Patient Report writer: Gloreps not working correctly

GXMantis: 011975

The issue where the reset Debtors status functionality did not worked, has been resolved.

Odoo:

Reset Debtor status: Inactive

GXMantis: 012074

The issue on the Diary where practitioners was spelled as "practioners", has been resolved.

Odoo:

Diary Multi-doctor list translation

GXMantis: 012256

The issue where the General Statement contained unreadable characters when statement style is set to "On the same

statement, summary only" has been resolved.

Odoo:

Statement Style - On the same statement, Summary only: Un-readable text

GXMantis: 012258

The issue where the Patient ID would be toggled as default on the Print active view under Transaction Drilldown report,

has been resolved.

Odoo:

Patient ID issue on "Print Active View - Choose Columns"


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Release Notes

GXMantis: 012260

The issue with the Diary, history log report that had two entries for a booked patient, with the first

entry empty, has been resolved.

Odoo:

Diary: History log report, booking a patient adds two entries in history log report

GXMantis: 012261

The "Get Delayed Responses" tick option will now by default be toggled (on), but will be hidden from the

users view.

Odoo:

GoodXSwitch Claim History: "Get Delayed Responses" changes

GXMantis: 012264

The SQL error the user received when searching for more than 2 years, has been resolved.

Odoo:

Diary search error: Past two years

GXMantis: 012266

The Access Violation error, when printing directly in Financial Reports >> Complete Trial Balance

(Calculated) has been resolved.

Odoo:

Financial report: Access violations errors

GXMantis: 012271

The following changes have been made on how the Employer field will validate:

- If toggled: Gxoption >> System options >> Debtors >> Debtor toggles >> Allow employer field to be skipped...

- The system will not prompt Employer screen if tabbed through.

- If the user does fill in something and it match: The system will let the user tab through.

- If the user does fill in something that doesn't match: The system will prompt the employer field.

- If canceled: System will clear the field.

- If NOT toggled: Gxoption >> System options >> Debtors >> Debtor toggles >> Allow employer field to be skipped...

- The system will prompt Employer screen if tabbed through.

- If the user does fill in something and it match: The system will let the user tab through.

- If the user does fill in something that doesn't match: The system will prompt the employer field.

- If canceled: System will clear the field.

Odoo:

Debtor Input: employer field

GXMantis: 012274

The issue with the Practice Perfect button that was sometimes visible in the Diary or Invoice screen has

been resolved.

Odoo:

Practice Perfect button displayed in Invoicing


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Release Notes

GXMantis: 012277

The issue where the user would receive a SQL error when trying to use the "Initialize Global data" button in

GxManage, has been resolved.

Odoo:

SQL error when user want to "Initialize Global Data"

GXMantis: 012282

The error "Field 'docnr' not found" when submitting a claim during the posting of an invoice has been

resolved.

Odoo:

Field 'docnr' not found when trying to sumbit a claim when posting an invoice

GXMantis: 012293

The issue with a claim that carried different statuses on different views has been resolved.

Odoo:

GoodXSwitch Batch submission problem

GXMantis: 012307

The SQL error: "null value in column 'adir' violates not-null constraint" when working with the Anesthetic

rule on Scheme Input screen, has been resolved.

Odoo:

Load new Scheme SQL Error: "null value in column 'adir' violates not-null constraint"

GXMantis: 012312

The multi-lang issue on the tasklist widget, has been resolved.

Odoo:

Diary Translation issue Tasklist in Afrikaans

GXMantis: 012316

The issue with modifier codes that deleted procedure codes when invoiced from a combination code has been

resolved.

Odoo:

Bug on Fixed combinations

GXMantis: 012326

The issue where the user would receive a SQL error when trying to rebuild the Diary time tables between

specific dates, spanning over different years, has been resolved.

Odoo:

Diary tables not building over years

GXMantis: 012370

The issue where the user was unable to use the right click functionality on the "Setup Goodx Context",

has been resolved.

Odoo:

PATNO Macro not pulling through correct code

GXMantis: 012371

The issue where the macro's are not saved, has been resolved.

Odoo:

Macros are not added to GoodX Context Menu setup


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Release Notes

GXMantis: 012425

New changes have been implemented.

The Cash register rounding will now be done to the nearest 10c.

Odoo:

Cash register rounding

GXMantis: 012432

The issue where the new Clinical notes did not work with local and global Debtors on the same database,

has been resolved.

Odoo:

New Clinical notes cannot work with local and global Debtors on the same DB

GXMantis: 008632

The issue where the App. Type status was not set to "Treated" on an arrived patient after invoicing was

done, has been resolved.

Odoo:

Diary: Status does not update to "Treated"

GXMantis: 011458

The issue where the system allowed the user to transfer items in the same bin and warehouse, has been

resolved. The system will give a warning message saying it would not be possible.

Odoo:

Transfer item within the same warehouse

GXMantis: 011482

The multi-language issue within the admittance screen, has been resolved.

Odoo:

Multi-language issue on right click from admittance screen

GXMantis: 011489

The transaction dates on the Debtor Report Writer are now pulling through.

Odoo:

Transaction dates on Debtor Report Writer not pulling through

GXMantis: 011491

The issue where the "Apply Medical aid Formularies" tick in gxoptions did not work correctly, has been

resolved. If the tick is on, a portion will be posted against the patient. If the tick is off, nothing will

post to the patient portion.

Odoo:

GxOptions: "Apply Medical aid Formularies" works incorrectly

GXMantis: 011671

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

Odoo:

Member email does not populate on custom label


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Release Notes

GXMantis: 011704

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 Phone home issue

GXMantis: 011747

The issue where a combined invoice printed R0.00 for the patient portion has been resolved.

Odoo:

Print Combined Invoice prints R0.00 for patient portion

GXMantis: 011750

The SQL error on the Drill down button on the ICD10 statistics report has been resolved.

Odoo:

ICD 10 report : SQL error - Column bb.grouping

GXMantis: 011753

The issue where the Medical aid list didn't update when changes were made on a option/scheme, has been

resolved.

Odoo:

Medical aid switch list: Visual bug

GXMantis: 011757

The issue where the Debtor number of a patient's cancelled appointment was not showing in the Diary's

History Log Report, has been resolved.

Odoo:

Diary: History Log report - Debtor number not showing

GXMantis: 011759

The issue where the Modifier did not display in the "red field" on the new Comprehensive invoice screen,

has been resolved.

Odoo:

New Comprehensive invoice screen: Modifier does not display in red field

GXMantis: 011780

This tick function no longer bear consequence on the 7.6 and higher versions. Hence it has been removed.

Odoo:

Remove ICD10 option on the Debtor/Patient report writer

GXMantis: 011785

The issue where the user would receive an error when "use another price list to calc fee" is checked but no

price list was linked to a code, has been resolved.

The system will now handle this correctly, and will default to the original price list if a non-existent

price list is linked.

Odoo:

Invalid price list number for procedure file error


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Release Notes

GXMantis: 011787

The issue where the date reverted to "today" when compiling an Invoices Outstanding Report between capture

dates have been resolved.

Odoo: 55053

Invoices Outstanding report dates issue


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Release Notes

Development : 20 change(s)

GXMantis: 011771

Shortcut functionality has been implemented.

Users will now have the option to use the shortcut keys on the Repeat script screen.

Odoo:

Invoice repeats: Assign button to a shortcut

GXMantis: 011843

The issue where the previous year's transactions were not loaded on the Item Level Receipt Correction

screen has been resolved.

Odoo:

Item Level Receipt Correction Screen doesn't load previous year transactions

GXMantis: 011738

Please see Appendix 11738 below on how the new Switch (GoodXSwitch) works:

Odoo:

GoodXSwitch status review & changes

GXMantis: 012038

The issue with some functions in the Multi-View of the Diary being grayed out, has been resolved. All the

functions available on the "right click" on the Multiple Doctor's Diary will now work.

Odoo:

Re-write Multi-view Drs screen?

GXMantis: 012034

New Functionality has been added:

- When either the Debtor or Patient cell number is longer than 10 numbers, the system will indicate that

the number provided is longer.

- When hovering with the mouse over the contact number field and it is incorrect, a warning message will

pop up.

Odoo:

Cellphone number: More than 11 digits

GXMantis: 011754

This function no longer bear consequence on the 7.6 and higher versions. Hence it has been removed.

Odoo:

Removal of debit order

GXMantis: 012161

A toggle enablement has been introduced.

Please see Appendix 12161 for more information on how the function works.

Odoo:

Discovery Barcode Paper Claims(QR Code)


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Release Notes

GXMantis: 012207

Payment plan option will now be available for Dental use as well.

Odoo:

Payment plan for Dental

GXMantis: 011874

The issues where the "patient validation: import data" feature would overwrite the saved dependent code,

patient number, etc. has been resolved, and a new feature has been implemented.

*Please see Appendix 11874

Odoo:

GoodXSwitch patient validation: Import data issues

GXMantis: 012336

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

*Please see Appendix: 12336.

Odoo:

Assistant audit report: Assistant %payment

GXMantis: 012320

The repeat scripts dialog has been modified to store the user selection (E.G. Dispense/Prescribe) and to

automatically re-select it, the next time the dialog is opened.

Odoo:

Repeat scripts: Prescribe or Dispence to default on last use

GXMantis: 011796

The issue during invoicing with the warning message that a patient is affected by a substance, that automatically

disappeared, has been resolved.

Odoo:

Warning for allergies when invoicing, disappears after 2 seconds without user acceptance

GXMantis: 011798

The issue where the details on the line item over rejection/warnings on the EDI claim response did not

display, has been resolved.

Odoo:

GoodX Switch: EDI Claim response printout

GXMantis: 011423

The following changes have been made on the printing of reports to HTML:

- Report captions displayed in Bold

- Display indicator for "Global data".

- Inner code changes.

Odoo:

Stock Reports header description


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Release Notes

GXMantis: 011439

New feature has been implemented:

The state of the "Display grouping" group box (bottom right on the multi-invoice screen) should now be

stored and "remembered" for the next invoice.

Note: It will be saved per user.

Odoo:

Multi-invoice grid screen: "Remember" Group by Box for non-episode sites

GXMantis: 011967

A new column to display procedure modifiers has been added to the Daybook Report/Debtors Transaction Drill

Down, on the Invoice Details tab.

Odoo:

Same line Modifiers does not appear on reports

GXMantis: 011459

Functionality has been added to the system to switch on episode management for a practice after having

already posted invoices.

To switch on episode management, the following has to be done:

- GXOptions >> System Options >> Debtors >> Episode Management >> select Normal.

- Click "update data".

- Save and exit.

Odoo:

Initializing episode management after transactions already posted

GXMantis: 012298

New development has been implemented for the use of the Diary colour status.

- The user will now have the option to select a colour from a palette of 16 million odd colours.

Odoo:

Diary: Limited number of available colours

GXMantis: 012269

The "List Index out of bounds error" on Global Reports for the Drilldown report (user activity) has been resolved.

Odoo:

GloRep "List index out of bounds" error on Daybook (user activity) report

GXMantis: 011985

Small changes have been made on the Simple Billing - Summary Screen.

The order is still in descending order from newest to old, but the order will be done according to item

number.

Odoo:

Simple invoice: Summary screen invoice order


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GoodX Software ©


Release Notes

Industry Requirement : 1 change(s)

GXMantis: 011450

Functionality has been added to remove the HealthBridge message from all modules.

To remove this message, the user needs to "Double-click" on the message, confirm he/she has read the

message and accept that the HealthBridge functionality has been suspended.

Odoo:

Removal of healthsuite3 warning message


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Release Notes

New Feature : 1 change(s)

GXMantis: 011963

New feature has been implemented on the Risk age analysis.

The user should now be able to generate between "To service dates".

Odoo:

Calculated Risk Age Analysis


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Release Notes

Request : 6 change(s)

GXMantis: 012342

"Periodontal Interface" has been renamed to "GoodX Dental"

Odoo:

Rename "Periodontal Interface" to "GoodX Dental"

GXMantis: 011659

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

Odoo:

Surgery: Estimate procedure import

GXMantis: 011790

The focus will always be on the first record on the GooXSwitch Claim history screen.

Odoo:

GoodXSwitch Claim History: Top record focus

GXMantis: 011957

A new column "Warehouse" has been implemented on the ledger report.

Odoo:

Ledger report: new column "Warehouse"

GXMantis: 012032

New Functionality has been implemented on the Debtor input screen.

- Dropdown functionality under title has been implemented

Odoo:

Additional title on Debtor and Patient input screen

GXMantis: 012052

Please see Appendix 12052

Odoo:

Global Debtor status

Total : 77 change(s)


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Appendix: 11738

7.8 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

Page 1

Appendix: 12161

Discovery Barcode Paper Claims

Contents Discovery Barcode (QR) paper claim enablement…………………………………………………..1

Where the Discovery Barcode Functionality can be found in GoodX……………………...2

Discovery Barcode paper claim Enablement.

The enablement toggle can be located under the following:

GxOpsies >> System options >> Global Toggles >> “Enable QR Code (Paperclaim)

Page 2

Where the Discovery Barcode functionality can be found in GoodX

Med debs >> Admittance screen/ Account enquires >>

Select debtor >> Account (F9)…

The following invoice types can be printed using the QR code.

Description MedFd Pat Pays Private

Consults/Procedures /P /Q /X

Medicine /C & /M /W /N

Technical/Lab /L /R /T

Prescription /V

Other Any Other

Please note that the Barcode system can only take a maximum of 15 items to work. Any more than 15 items and

the system will collapse.

Page 3

Selective reprint of items: Example 1

So for example if the user has selected the /P invoice and do a reprint, it will only print /p items

Select invoice >> Reprint >> tick “Paperclaims” >> Print.

Example 1

Appendix 11874 GoodXSwitch Patient Import.

Screen:

The symbol is an indication that there is a possible mismatch: a match was found, but the number of fields to be updated (i.e. the local data differs from the imported data) exceed 2.

Mathing Process Flow: Get List of

dependents where d.o.b. AND dep.no

matches

Single Matching Record ?

YES

Match Found

NO

Single Matching record ?

Get List of dependents

where d.o.b. OR dep.no matches

YES

NO

No Match

Number of fields to be updated ?

Show Warning Indicator

>2

Hide Warning Indicator

<= 2

Appendix 12336

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)

Appendix: 12052

Global Status

New changes have been implemented for Global debtors only.

- Where the user has the option to share Debtor status lists (List only)

- Other option where the user has the option to share the list, plus share statuses

The set up can be found under System Options >> Change… (on the menu bar)

Global Status: Status list

The set up can be found under System Options >> Change >> Change to Global status list

This function will only share the debtor list among Global entities.

Example 1: Debtor status list

Entity 37 and 38 are shared with the same debtor list and will display like the following:

Entity: 37

Entity: 38

Example 2: Debtor status and Share statuses

The set up can be found under System Options >> Change >> Change to Global status list & Share

Statuses.

This function will share the debtor list and global statuses.

Entity 30 and 31 are shared with the same debtor list and Share statuses. It will display like the

following:

Entity: 30

Entity: 31

Date post:	31-Mar-2018
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