Oodoo: Addressed the error the user received when using the deposit re-allocation function on the Financial module.

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1 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : General : 14 change(s) Bug Fix : 10 change(s) Stock control report: Totals vs Ledger(s) GXMantis: Addressed the issue where the Control report: Ledger vs Totals report on the gxstock module did not populate the totals column. Deposit re-allocation SQL error GXMantis: Oodoo: Addressed the error the user received when using the deposit re-allocation function on the Financial module. Estimates Nappi codes display GXMantis: Oodoo: Addressed the issue where under certain circumstances Nappi codes did not print on the estimate printouts. Stock movement report: Warehouse filter not working GXMantis: Addressed the issue where the Stock movement detail report did not prompt the user for warehouses when the report has been set up for "choose warehouse". XML_post: Prescriptions to post as non-stock GXMantis: Addressed the issue where prescriptions did not post correctly as non-stock transactions. Invoice outstanding report SQL error: column "entity" does not exist GXMantis: Oodoo: The SQL error: "column 'entity' does not exist" the user received when generating an Invoice Outstanding report, has been resolved. Payment plan issues continued GXMantis: Addressed a variety of issues which prevented users to use the payment plan functionality outside of Dental or Orthodontics environments. This function will now work correctly for all specialities. Recall sms templates does not pull though GXMantis: Oodoo: Addressed the issue where the recall sms templates did not pull through to the sms screen. APIupdater debdir config issue GXMantis: Addressed the issue where the APIupdater incorrectly populated config values under certain circumstances. 11/9/ of 7 Copyright GoodX Software

2 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : General : 14 change(s) Bug Fix : 10 change(s) Multi SMS/ SMS number does not pull through on Diary view GXMantis: Oodoo: Addressed the issue where the Patient cell phone number did not pull through as expected on the Multi SMS/ screen in the Diary module. Development : 1 change(s) Stock take posting changes GXMantis: Functionality has been adjusted to handle the posting of stocktake procedures more accurately, actively preventing the user from posting negative stock if the specific warehouse is set up not to allow negative stock. The user will be presented with a screen to inform them that the batch will not be posted if the quantity of the stock take is negative on a warehouse that does not allow negative stock. New Feature : 2 change(s) Activate/deactivate ledgers GXMantis: New functionality has been added to the ledger manager screen that will allow users to activate or deactivate ledgers when creating a new ledger schema or when a new install takes place. A new button on the top of the screen named "activate/deactivate" has been added for this function, with an added checkbox to only display active ledgers, or to display all. **Please note this function is available per ledger schema and not per entity, therefore, if a ledger is being activated or deactivated it will be on all the entities with the same ledger schema and the user will not be able to do so if transactions have been posted on that ledger. GXWEB indicator GXMantis: A new indicator (**GXweb**) has been added to all the Module main screens status bar (bottom left corner) to indicate if a practice has GxWeb enabled. Request : 1 change(s) Tasks filters screen changes GXMantis: The following changes have been made to the task list screen: - The ability to filter on columns (sate, names, etc.). - The ability to shrink multiline entries. - The ability to export the task list to multiple formats, including Excel, TXT, HTML, XML, and CSV. 11/9/ of 7 Copyright GoodX Software

3 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : GxPrices : 14 change(s) Bug Fix : 11 change(s) Creating local copy of pricelist: Crashes when no local price filled in on source rcf list GXMantis: Addressed the issue where the user was unable to create a new locally pricelist where no local prices were filled in. Edit billing groups error GXMantis: Oodoo: Addressed the error the user received when editing a billing group on the gxprices module. SQL error: Function lysglb.glist_editable_view_sql GXMantis: Addressed the error the user received when using the "import list of filedata pricelist" function on the GxPrices module, preventing the user from doing any filedata imports in the system. Import function similar to DMA import, but with ability to set default linking type GXMantis: Addressed the issue where import of DMA and any other file imports within the gxprices module didn't execute as expected. Billing group issues when creating empty Hospital price lists GXMantis: Addressed the issue where the user was unable to generate a new empty Hospital pricelist. Balanced billing cannot be updated on the postgres price lists GXMantis: Addressed the issue where the user was unable to save their changes on a pricelist. Include other unit types in calculation" not working GXMantis: Oodoo: Addressed the issue where the "update all price lists" didn't work as intended. Price lists not reflecting prices GXMantis: Addressed the error the user received in the GxPices module, causing the price lists to not display as expected. 11/9/ of 7 Copyright GoodX Software

4 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : GxPrices : 14 change(s) Bug Fix : 11 change(s) Gxprices tool issues GXMantis: Oodoo: Addressed various issues the user received on the gxprices module: 1. Materialized views did not refresh as expected, giving the user a false "completed" message. 2. Creating a new local pricelist will now correctly carry over all of the selected tariff codes from the main list. 3. Addressed the error the user received when generating 15% vat prices on the "maintain local price lists" screen. Local collection error GXMantis: Oodoo: Addressed the issue where the user received the error "import interrupted error message field forced_pricelist_calc_rule not found debug place 5" when creating a new price collection. Pricelist tool: Able to choose a Per Diem pricelist on the facility pricelist column GXMantis: The issue where the new created Per diem price list incorrectly displayed in the Facility Pricelist column when price list linking was done, has been resolved. The new created Per diem price list will now only display in the Per diem list column. Development : 2 change(s) Remove pricelist features from GxManage GXMantis: The user will now be required to do all price-list related actions from the GxPices module. The following buttons will force the user to make use of the GxPices module. - Add code - Edit code - Link price list to medical aids and all its other functionality. A pop op message will display, directing the users to the GxPices module: "This function is not available in this version. Please use the price module for setup". Add notebooks and document manager per pricelist GXMantis: New functionality has been added to the GxPrices module that will allow the user to add notes and documents to a pricelist collection. New Feature : 1 change(s) 11/9/ of 7 Copyright GoodX Software

5 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : GxPrices : 14 change(s) New Feature : 1 change(s) Ability to set the rounding of the price per pricelist for the Postgres lists GXMantis: A new function has been implemented to do rounding on the price list itself or across multiple price lists. These rounding functions are: - None - To the Nearest 10c (Except/Including) - To the nearest rand (Except/Including) 11/9/ of 7 Copyright GoodX Software

6 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : Hospital : 3 change(s) Development : 2 change(s) Hospital case outstanding amounts on receipts GXMantis: Oodoo: Added functionality to the receipts screen that will display the case outstanding amounts per case. The user can stipulate to either allocate an amount to the full account by entering the debtor number or case allocation by entering the case number. Hospital ERA issues with cases GXMantis: Oodoo: The following changes have been made to the ERA screen: 1. Matching did not pick up journal debtors on the era screen when "always unlinked toggle" was enabled. 2. New matching phase: discovery eras trying to match "deductible" journal debtors to cases. 3. Fixed SQL syntax when "match fixed fee" toggle was enabled. 4. ERA batch edit screen can search on the case number. 5. Fixed access violation when trying to auto-allocate per invoice number. Request : 1 change(s) Add items to print on Case manager report GXMantis: Oodoo: The following changes were made on the Case management functionality: - New field "hospital case manager" under the hospital tab in system options. - Bed movement has been changed to pick up the movement from the accommodation codes that are available. - Case management report setup change to select the type of codes (rate/stock). For a more detail explanation of the new changes, please see updated appendix /9/ of 7 Copyright GoodX Software

7 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : Medical : 4 change(s) Bug Fix : 3 change(s) General Statement Message: Banking details report issue GXMantis: Oodoo: Addressed the issue where the Debtor statement message log did not correctly display the user that made the last changes to the Debtor statement messages. Save this combination as... error GXMantis: Oodoo: Addressed the error the user received when using the "save this combination as... " option on the combination screen. Repeat prescription issue GXMantis: Oodoo: Addressed the issue where chronic prescriptions would post as acute prescriptions when doing repeat prescriptions. Development : 1 change(s) Estimate HTML layout changes GXMantis: Oodoo: Changes have been brought onto the estimate print screen, changing the layout of the HTML view. Tariff Schema Versions PGPL 5.36 PGPL_MPV 1.18 PLVAT TD 1.80 TLM 5.26 TSCJ TSTO Total : 35 change(s) 11/9/ of 7 Copyright GoodX Software

8 Appendix 17529: Case Management Information: Case Management Reports are used to send updates to the medical aids. It is a report that summarizes what has happened on the case. Contents: Information: 1 System Options configuration 2 Where to find it? 3 Setup Profiles: 4 Style Tabsheet 5 Print Summary 5 Print Additional Staff 6 Print Bed Management 7 Print Clinical Notes 8 Contents Tabsheet 9 Case Clinical Note Dates 11 Printer Tabsheet 12 Report Format 12 Statement Form Tabsheet 13 template 13 Case Management address per Medical Aid Scheme 14 Saving the address 14 Items to print in detail section 16 Case Document Manager 17

9 System Options configuration The Hospital case manager field can be located under the hospital tab in System option. GxOptions >> System options >> Hospital tab >> Hospital Case manager (Seen in figure 1.1.a and report printout 1.1.b below) Figure 1.1.a: Hospital case manager name will appear on the Case management report. Please note that the case manager details are called from the user information. Figure 1.1.b: Case management report printout displaying Case manager details.

3) Figure 1.2: Case management report located within the case management screen.

10 Where to find it? Case management report can be found on the hospital case list screen. Case management screen >> Print Case Drop Down >> Print Case Management (Seen in figures 1.2 & 1.3) Figure 1.2: Case management report located within the case management screen. Admittance/Account Enquiry >> Print >> Case Management Report Figure 1.3: Case Management report under the debtor s/case account.

11 Setup Profiles: Multiple profiles can be setup for various uses.

Summary Prints the summary of the case grouped by billing class. (See figure 2.

12 Style Tabsheet Figure: Various information to be displayed on the final report printout Print Summary Prints the summary of the case grouped by billing class. (See figure 2.1.1a and figure 2.1.1b) Report Example Figure 2.1.2: Visual display on what kind of information is going to be displayed on the report

displayed on the case report Report Example Figure 2.

13 Print Additional Staff Prints the staff sheet of the case. Figure 2.2.1: Case information where the user can add relevant staff to be displayed on the case report Report Example Figure 2.2.2: Visual display on what kind of information is going to be displayed on the report

14 Print Bed Management Please note that this feature works differently based on the previous function. The bed movement has been changed to pick up the movement from the accommodation codes that are available. Figure Accommodation codes used from the item level detail (Turnover oly) screen in account enquiries screen. Report Example Figure 2.3.2: Visual display on what kind of information is going to be displayed on the report

15 Print Clinical Notes A new component has been added, to allow the user to capture clinical notes for the case. Figure 2.4.1: Case management info screen, where the users can add clinical notes on the relevant case. Report Example Figure 2.4.2: Visual display on what kind of information is going to be displayed on the report

Contents Tabsheet Users can now choose which code types they want to see on the report. (Seen in figure 2.5.

16 Contents Tabsheet Users can now choose which code types they want to see on the report. (Seen in figure ) Figure 2.5.1: Gives the user the option to force types of Tariffs/stock to be displayed on the report. Please note that items selected will always print when configured here. Figure 2.5.2: Functionality location where users can choose items to display on case report printout.

If there is something marked to print but not selected in the report setup, it will still print. This screen then acts as a "override" screen. Example: Accommodation and Equipment item is selected.

17 If there is something marked to print but not selected in the report setup, it will still print. This screen then acts as a "override" screen. Example: Accommodation and Equipment item is selected. Figure 2.5.3: Selectable items to/not to display on the case report printout. Please note that we do explain what figure and figure functionality does in Items to print in detail section. Figure 2.5.4: For example, the user the option to force types of Tariffs/stock to be displayed on the report. Report setup is set to select theater codes only.

18 Figure 2.5.5: Visual display on what kind of information is going to be displayed on the report Case Clinical Note Dates The user can choose between printing all the clinical notes or between dates.

19 Printer Tabsheet Report Format Figure 2.6.1: Visual display on what kind of information is going to be displayed on the report All formats are PDF (requires wkhtmltopdf.exe) Single address and PDF formats have the option to book PDF into the document manager.

20 Statement Form Tabsheet Figure :Visual display on what kind of information is going to be displayed on the report template If the report is Single address then the user can specify the template to use when sending s. To set up templates GxManage >> Global Lists >> Template Statement Category is used for Case Management Templates

Case Management Email address per Medical Aid Scheme An email address for case management can be saved per medical aid scheme.

21 Case Management address per Medical Aid Scheme An address for case management can be saved per medical aid scheme. Saving the address This is not compulsory, if the address is filled in on the scheme the report profile will use this by default, if no is saved, the user will have to specify the each time the report is printed. Med Debs >> Lists >> Medical aids >> Schemes >> Search for Scheme >> Edit Figure 3.1 Case manager address per schema.

E-mail from the scheme being used by default. Figure 3.

22 from the scheme being used by default. Figure 3.2 Visual display on what kind of information is going to be displayed on the report

Items to print in detail section By default, no items are printed in detail on then case management report. This can be manually overridden in the account enquiry screen.

23 Items to print in detail section By default, no items are printed in detail on then case management report. This can be manually overridden in the account enquiry screen. Account Enquiry Screen >> Click on an invoice >> Special Actions >> Choose items to print on case management report Figure 4.1: Functionality location where users can choose items to display on case report printout. All Items will be shown for the case that is linked to the invoice chosen. Figure 4.2: Selectable items to/not to display on the case report printout. Report Example Figure 4.3: Visual display on what kind of information is going to be displayed on the report.

documents. Figure 5.1: Documents located on the case information screen.

24 Case Document Manager If the report profile is setup to add printed report to the document manager, the saved reports can be viewed under the case documents. Figure 5.1: Documents located on the case information screen. List of case documents Figure 5.2 List of pdfs within the document manager screen.

GoodX Software. Statement run GXMantis:

GoodX Software. Statement run GXMantis: GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : 8.0.1811.06 General : 21 change(s) Bug Fix : 14 change(s) Stock movement: Warehouse filter not working GXMantis: 017269