GoodX Software. Statement run GXMantis:

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1 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : General : 21 change(s) Bug Fix : 14 change(s) Stock movement: 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 setup for "Choose warehouse". Invoice outstanding report SQL Error: column "entity" does not exist GXMantis: Addressed the issue where the user would receive the error "SQL Error: column 'entity' does not exist" when generating an invoice outstanding report. Statement run GXMantis: Oodoo: Addressed the issue on statement run where the "Specific Amount: Per Age" filter raised an exception. This option should be used to filter on account level for a specific amount on a specified age outstanding value. E.g. to generate a list of all accounts where there is an outstanding amount of R100 on either 30 days or 60 days outstanding. Recall SMS Templates does not pull though GXMantis: Addressed the issue where the Recall SMS Templates did not pull through to the SMS screen. XML_post: prescriptions to post as non-stock GXMantis: Addressed the issue where Prescriptions did not post correctly as non-stock transactions. Repeat Prescription issue GXMantis: Addressed the issue where Chronic prescriptions would post as Acute prescriptions when performing a Repeat Prescription. Mulit SMS/ SMS number does not pull through on Diary view GXMantis: Addressed the issue where the Patient cell phone number did not pull through as expected on the Multi SMS/ screen in the Diary module. Editing codes on invoice screen not saving GXMantis: Addressed the issue where the system prevented the user to save any changes made to the procedure codes within the invoice screen. 11/6/ of 8 Copyright GoodX Software

2 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : General : 21 change(s) Bug Fix : 14 change(s) Estimates Nappi codes display GXMantis: Addressed the issue where under certain circumstances Nappi codes did not print on Estimate printouts. 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. Stock levels affected by credit notes on prescriptions GXMantis: When performing a credit note on a prescription invoice ( /V ), the system will now handle the transaction as a non-stock transaction, thus no effect on stock levels. Cashbook: Financial Dep/Chq screen focus issue GXMantis: Oodoo: Addressed the issue where the Bank statement deposit screen on the Financial module did not follow the correct order when allocating funds to an account, causing the focus of the payment field to focus on the bottom line of the bank statement. 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. Report screen: Grid views displayed incorrectly GXMantis: Addressed the issue where additional tabs would open when saving the grid layout on the Creditor age analysis. Development : 4 change(s) FD migration: Cash registers GXMantis: Oodoo: Changes have been made to the Cash register screen to discontinue unused and redundant options and to add new functions to the screen. Please see Appendix for a more detailed breakdown of changes. 11/6/ of 8 Copyright GoodX Software

3 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : General : 21 change(s) Development : 4 change(s) XSL printout changes GXMantis: Updated the XSL report screen (displaying after any transactions posted) to give a more detailed report. Changes will be as follows: Oodoo: Making the screen more Printer-friendly - Displaying line detail per item more clearly - Displaying version information and other database information Please see Appendix for a more detailed explanation of the changes and information given. 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. Calculated age analysis optimization GXMantis: Addressed speed issues affecting the Complete Age Analysis on the Financial reports module New Feature : 2 change(s) Activate/Deactivate Ledgers GXMantis: Oodoo: 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 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) 11/6/ of 8 Copyright GoodX Software

4 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : General : 21 change(s) Request : 1 change(s) Tasks filters screen changes GXMantis: The following changes have been made to the Tasklist screen: The ability to filter on columns (site, 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 11/6/ of 8 Copyright GoodX Software

5 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : GxPrices : 14 change(s) Bug Fix : 11 change(s) Tariff Code: ICD10 link to tariff GXMantis: Addressed the issue where the system would not handle ICD-10 codes correctly if the user set up a specific procedure code to be used in conjunction with a specific ICD-10 code diagnostic on the Dental simple invoice screen. Edit billing groups error GXMantis: Addressed the error the user received when trying to edit a relevant billing group on the GxPrices module. Hospital 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. Price-list Tool: Able to choose a per-diem price-list on the facility price-list column GXMantis: Oodoo: 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. Price lists not reflecting prices GXMantis: Addressed the error the user received in the GxPrices module, causing the price lists to not display as expected. 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 price list. Billing group issues when creating empty Hospital price-lists GXMantis: Addressed the issue where the user was unable to generate a new empty hospital price list. Include other unit types in calculation" not working GXMantis: Addressed the issue where the "Update all price lists" function didn't work as intended. 11/6/ of 8 Copyright GoodX Software

6 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 local price list where no local prices were present. 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. SQL Error while importing filedata from GxPrices GXMantis: The SQL Error: "function lysglb.glist_editable_view_sql(integer, unknown) does not exist at character 9" the user received when making use of the "import list of file data price-list" function on the GxPrices module, has been resolved. Development : 2 change(s) 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. 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 price list 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 pricelists" screen. 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 of across multiple price lists. These rounding functions is: - None - To the Nearest 10c (Except/Including) - To the nearest rand (Except/Including) 11/6/ of 8 Copyright GoodX Software

7 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : Hospital : 6 change(s) Bug Fix : 3 change(s) Gas codes linked to theatre time issues GXMantis: Addressed the issue where the gas codes did not take the Theatre times into consideration when billing. Final invoice post Per-diem not working GXMantis: Addressed the issue where the system did not take the Per Diem function into account when posting a Final invoice on a case. Hospital/Day-clinic: Final invoice post Per-diem issue GXMantis: Addressed the issue where the per-diem was incorrectly applied on a case after a Final invoice has been posted. Development : 1 change(s) Hospital Case outstanding amounts on receipts GXMantis: 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. Request : 2 change(s) Add items to print on Case manager report GXMantis: A few changes 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 Hospital Case Admission: Display debtor notes & medical aid notes GXMantis: New functionality has been added to the Case admittance screen that will display the medical aid notes and the debtor notes when creating a new case for a debtor. 11/6/ of 8 Copyright GoodX Software

8 GoodX Software 31 Snyman Road Brummeria, Gauteng 0184 Release Notes Release Version : Medical : 4 change(s) Bug Fix : 2 change(s) General Statement Message: Banking details report issue GXMantis: 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. ICD10: Tariff code linking GXMantis: Addressed the issue where the system would not handle ICD-10 codes correctly if the user set up a specific procedure code to be used in conjunction with a specific ICD-10 code diagnostic on the Dental Simple invoice screen. Development : 2 change(s) Save this combination as... error GXMantis: Addressed the error the user received when using the "Save this combination as... " option on the Combination screen. Estimate HTML layout changes GXMantis: 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 TSTO Total : 45 change(s) 11/6/ of 8 Copyright GoodX Software

9 Appendix: GoodX Cash register changes 2018 Introduction: Changes have been implemented into the Cash register screen that will remove discontinued or redundant fields, in order to improve the performance and usability of the screen, making the screen less cluttered and streamlining the function to improve understanding. The current screen, as seen below, has been tweaked and adjusted to allow for the more streamlined functionality. All fields marked by a RED box has been removed from the current screen: Figure 1: Indication where the highlighted functionality has been removed from the cash register screen.

10 New screen and function The following figure will show how the screen will look from this version: Figure 2: Screen clean up of the Cashregister fixed data screen.

11 Setting up per user cashbooks Functionality has also been improved to allow the user more control over setting the Cash register module to either allow the user to set a specific cashbook to a user, or to give them a choice upon launching the screen, and access can be found on the screen below: Figure 3: Setup per user in System options screen. Please note, the above mentioned toggle will affect the Cash register module in the following way:

12 Toggle off >> not per user Upon logging into the Cash register module, the user will be prompted to choose a specific Cash register: Figure 4: Cash register prompt screen showing all visible cash registers. The Administration tab will then look as follows: Figure 5 Administration functionality displayed on the cash register modules.

13 The user will see that under administration options, only one option will be available. Toggle on >> per user Figure 6 Toggled applied, screen changes on the Cash register module. With the toggle selected, the user will have access to a second menu item which the user will be able to use in order to configure specific Cash registers that will automatically be selected when the user enters the Cash register module. This setup will also bypass the Cash register selection screen and will take the user directly to the landing page.

14 Appendix: GoodX XSL changes Introduction: Changes have been made to the XSL printouts on the XML posting feature (Screen that pops up after posting a transaction) This screen will be a user preference, that can be toggled on or off in Medical/Paramedic >> Display transaction post result Changes will be as follows: 1. Making the screen more Printer friendly 2. Displaying line detail per item more clearly 3. Displaying version information and other database information

15 The new XSL print-out screen will look as follows: o Figure 1 The new XSL stylesheet which will display when performing invoice and credit notes. This is compared to the old screen that will look as follows: Figure 2 Previous XSL stylesheet method used.

16 Schema version information tab: A new tab has been added to the Help screen, which will show the user the current Schema version of the application. The tab is called Schema Version Information and the screen will display as follows: Med debs module >> Help >> Information >>Schema Version Information. Figure 3 Schema version information screen displaying the systems current version.

17 Appendix 15814: 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

18 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.

19 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.

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

21 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

22 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

23 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

24 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

25 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 : Functionality location where users can choose items to display on case report printout.

26 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.

27 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.

28 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.

29 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

30 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.

31 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

32 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.

33 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.