Best Practice Guidelines: Healthcare Practice Management

18. Appendix D: Training Programs: Fundamental practice management & Software

Take note: All training items marked with:

  • DA is only available in the Desktop App
  • WA is only available in the Web App


Training program
Diary (WA & DA)
Training program for bureaux
Worklist (WA) / MedDebs (DA)

Introduction to GoodX Software

  • GoodX as a complete medical practice management solution
  • Ongoing Learning
  • The GoodX Client Portal & Software Support
  • Appendix A: Configuration of GoodX & Onboarding
  • Appendix B: Web App Roles & User Access
  • Appendix C: Tariffs

Introduction to GoodX Software

  • GoodX as a complete medical practice management solution
  • Ongoing Learning
  • The GoodX Client Portal & Software Support
  • Appendix A: Configuration of GoodX & Onboarding
  • Appendix B: Web App Roles & User Access
  • Appendix C: Tariffs
 Introduction to Critical Business Processes
  • The What, Why, Who and How of Critical business processes
  • Introducing roles & responsibilities in the practice
  • Patient's flow in the practice
  • Short summary of procedures in the practice
  • The myGC Patient Portal & grandXchange
  • Overview of the diary screen
  Introduction to Critical Business Processes
  • The What, Why, Who and How of Critical business processes
  • Introducing roles & responsibilities in the practice
  • Patient's flow in the practice
  • Short summary of procedures in the practice
  • The myGC Patient Portal & grandXchange
  • Overview of the worklist / MedDebs screen
 

Appointments

  • Book Existing Patient
  • Book New Patient
  • Arrive New Patient
  • The patient portal: myGrandCentral
  • Arrive Existing Patient
  • Walk-in and emergency appointment
  • WA: Change Status of Appointment
  • DA: Change status to Emergency
  • WA: Change Type of Appointment
  • Extend Appointment
  • Move Appointment
  • Copy Appointments
  • Cancel Appointment
  • WA: Repeat Bookings (Range of Appointments)
  • DA: Range of Appointments
  • Book Other Appointments
  • Theatre Bookings

Appointments

  • WA: Diary Stack view
  • WA: Book Existing Patient
  • WA: Book New Patient

Debtors & Patients

  • Create new debtor
  • Add dependents
  • Edit Patient or Debtor Information
  • Patient Validation, Dependant Data and Benefit Checks
  • DA: Make a Patient Inactive: Deceased
  • DA: Make a Patient Inactive: New Medical Aid
  • Make a Patient Inactive 
  • DA: File Cover Sheet
  • Debtor Documents
  • Patient Documents

Debtors & Patients

  • Create new debtor
  • Add dependents
  • Edit Patient or Debtor Information
  • Patient Validation, Dependant Data and Benefit Checks
  • DA: Make a Patient Inactive: Deceased
  • DA: Make a Patient Inactive: New Medical Aid
  • Make a Patient Inactive 
  • DA: File Cover Sheet
  • Debtor Documents
  • Patient Documents

Communication

  • WA: Tasks
  • Reminder SMS / Emails
  • DA: Birthday List

Communication

  • WA: Tasks
  • Reminder SMS / Emails
Diary Administration
  • WA: Diary Different Views (Render Policy)
  • WA: Debtor Cover Sheet
  • DA: File Cover Sheet
  • Multi-Doctor View Screen
  • WA: Diary Status
  • WA: Diary Types
  • Use of the Side panel (WA) / Sidebar (DA)
  • Waiting Room (WA: Stack View and Visibility)
  • Theatre / Surgery
  • Debtor Documents
  • Patient Documents
  • Print Diary
  • WA: Available Bookings
  • WA: Timeslot History
  • DA: Waiting List
  • DA: Diary Statuses
  • DA: Diary Colours
  • DA: History Log
Diary Administration
  • WA: Debtor Cover Sheet
  • WA: Diary Status
  • WA: Diary Types
  • WA: Use of the Sidebar
  • Debtor Documents
  • Patient Documents
Clinical info
  • To Access the Patient Clinical Information
  • Medical History
  • Medical Certificate (Sick Note)
  • Clinical Reports
  • WA: Easy events configuration
  • WA: General Examination
  • WA: Quick Note
  • WA: Use phone as clinical camera
  • WA: Script (Chronic and Acute)
  • WA: Referral Letter
  • WA: Email and Print Forms
  • WA: Authorisation Setup
  • WA: Clinical History
  • DA: Clinical Information (Allergies & Chronic)
  • DA: Clinical Notes
  • DA: Deleted Allergies
  • DA: Patient Documents
  • DA: Prescription Letters & Signata
  • DA: Docman
N/A
Billing
  • Optimisation of Turnover
  • Billing and Understanding of Coding
  • Medical Coding Information
  • Billing Macros / Protocols / Combinations
  • WA: Invoice Screen
  • WA: Observations and Treatment Planning
  • WA: Periodontal Charting
  • DA: Simple Dental Invoice Screen
  • DA: Multi-Invoice
  • DA: Setting up Estimates Templates
  • Save an Estimate
  • View Estimates
  • Invoice an Estimate
  • Account Enquiries
  • EDI Accounts
  • Add an Assistant (Specialists)
Billing
  • Optimisation of Turnover
  • Billing and Understanding of Coding
  • Medical Coding Information
  • Billing Macros / Protocols / Combinations
  • WA: Invoice Screen
  • DA: Episode Management
  • DA: Simple Dental Invoice Screen
  • DA: Multi-Invoice
  • DA: Setting up Estimates Templates
  • DA: Save an Estimate
  • DA: View Estimates
  • DA: Invoice an Estimate
  • DA: Add an Assistant
  • Account Enquiries
  • EDI Accounts
Billing Corrections
  • Credit Notes
  • Redo Transaction
  • DA: Edit Invoice
Billing Corrections
  • Credit Notes
  • Redo Transaction
  • DA: Edit Invoice

Claim Administration

  • Submitting a Claim
  • EDI Response Status Screen
  • Claim History Screen
  • Reversal, Redo's and Resubmission of Claims
  • Resolve Claim

Claim Administration

  • Submitting a Claim
  • EDI Response Status Screen
  • Claim History Screen
  • Reversal, Redo's and Resubmission of Claims
  • Resolve Claim
Receipting
  • Cash Register
  • Patient Receipt: Invoice Level
  • Patient Receipt: Item Level
  • WA: Remittance Advice (Medical Aid Receipt): Invoice and Item Level
  • DA: Medical Aid Receipt: Invoice Level
  • DA: Medical Aid Receipt: Item Level
  • ERAs (Electronic Remittance Advice)
Receipting
  • Patient Receipt: Invoice Level
  • Patient Receipt: Item Level
  • WA: Remittance Advice (Medical Aid Receipt): Invoice and Item Level
  • DA: Medical Aid Receipt: Invoice Level
  • DA: Medical Aid Receipt: Item Level
  • ERAs (Electronic Remittance Advices)
Receipt Corrections
  • WA: Linking Unlinked Receipts
  • DA: Linking Unlinked Receipts with Zero Receipts
  • Receipt Written Back
 Receipt Corrections
  • WA: Linking Unlinked Receipts
  • DA: Linking Unlinked Receipts with Zero Receipts
  • Receipt Written Back
Debt Management
  • Age Analysis
  • Notebook
  • SMS & Email History (WA: Admin Event History)
  • SMS Templates
  • WA: Email Templates
  • Journals
  • DA: Assistants
Debt Management
  • Age Analysis
  • Notebook
  • SMS & Email History (WA: Admin Event History)
  • SMS Templates
  • WA: Email Templates
  • Journals

Basic Reports

  • Age Analysis
  • Debtor Transaction Drilldown (Daybook Report)

Basic Reports

  • Age Analysis
  • Debtor Transaction Drilldown (Daybook Report)