Best Practice Guidelines: Healthcare Practice Management & POPIA Compliance Framework: Appendix A: Training Programs: Fundamental Practice Management & Software

Best Practice Guidelines: Healthcare Practice Management & POPIA Compliance Framework

Best Practice Guidelines: Healthcare Practice Management
&
POPIA Compliance Framework

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GoodX online Learning Centre

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16. Appendix A: 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 Tutorials, Webinars, Blogs, Nutshells (ongoing training) Software Support & Service Requests Technical Background Login Process Explain Key commands: Save, Close, Post Understand the different types of Transactions in GoodX 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 Waiting Room (WA: Stack View and Visibility) Theatre / Surgery Debtor Documents WA: Available Bookings WA: Timeslot History WA: Explain the colours of Booking Icons on Diary Patient Dashboard 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: General Examination WA: Quick Note 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 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 Save temporary Invoice Post Invoice 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 Impact on Turnover 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 Resolve Claim Explain all the different Rejection statuses	Claim Administration Submitting a Claim EDI Response Status Screen Claim History Screen Reversal, Redo's and Resubmission of Claims Resolve Claim
Receipting Effect on Cash Flow 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 Effect on Cash Flow 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 WA: Reports (Graphs and Details) DA: Assistants	Debt Management Age Analysis Notebook SMS & Email History (WA: Admin Event History) SMS Templates WA: Email Templates Journals
Summary Explanation of the function of each Tab in the following screens: Diary Debtors
Basic/Financial Reports Age Analysis Debtor Transaction Drilldown (Daybook Report) Invoices Outstanding Debtor Statistics Unlinked Receipts	Basic/Financial Reports Age Analysis Debtor Transaction Drilldown (Daybook Report) Invoices Outstanding Debtor Statistics Unlinked Receipts

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