GoodX Web Settings

 

User Entity Settings are set per User per Entity to customise the program to the specific needs of the Practice. The User Entity Settings will determine how functions are set up and work or are displayed per User in the Entity. If a User wants to set up Custom Settings that are unique to their User, they can log in with their User credentials and change the User Entity Settings accordingly. The Settings will only change for the specific User and not all the Users. 

Please Note: User Entity Settings will always override Entity and Diary settings for the specific User. If the User Entity Settings are not set up, the Settings will default back to the Entity Settings.

• The contents of this user manual will consist of the following information:
• Theming
• Booking Statuses
• Booking Types 
• General Settings 
• Easy Events 
• Clinical Form Settings
• Patient File Settings
• Case Management Settings
• Task Settings

• This user manual will start on the Diary screen.

• Click on the Settings button in the top right corner.

• The Settings screen will open.

• Click on the User Entity Settings tab. 

• The User Entity Settings screen will open.

• An explanation will be given for each panel on the User Entity Settings screen:

Theming

Theming changes the layout, look and feel of your Booking and the Booking Fields displayed on the Diary.

• Click on the Theming panel.

• The Theming panel will expand.

• For more information regarding all the options on the Theming panel, please refer to the user manual: Theming.

Booking Statuses 

Booking Statuses show the progress of the appointment and at what stage the Patient is within the Practice's Appointment Process. Booking Satuses can be set up per Practice.

• Click on the Booking Statuses panel.

• The Booking Statuses panel will expand.

• For more information regarding all the options on the Booking Statuses panel, please refer to the user manual: Booking Statuses.

Booking Types

Allows you to set up what Types of Bookings can be made at the Practice. Booking Types can indicate what type of treatment the Patient will receive. Examples include Telemed, Tooth Extraction, Root Canal, Emergency etc.

• Click on the Booking Types panel.

• The Booking Types panel will expand.

• For more information regarding all the options on the Booking Types panel, please refer to the user manual: Booking Types.

General Settings 
Enables you to configure User-specific General Settings, including VoIP extensions, preferences on the Invoice screen, Diary Widgets, Cash Register usage for the user, and the appearance of the User's Diary etc.

• Click on the General Settings panel.

• The General Settings panel will expand.

• For more information regarding all the options on the General Settings panel, please refer to the user manual: General Settings.

Easy Events 

Allows you to set up Shortcut buttons to other features. Saves time and allows you to create Forms for the Patient from several different screens where the buttons appear.

• Click on the Easy Events panel.

• The Easy Events panel will expand.

• For more information regarding all the options on the Easy Events panel, please refer to the user manual: Easy Events.

Clinical Form Settings

Consists of the Settings for Scripts as well as the EMR Settings for the Practice.

• Click on the Clinical Form Settings panel.

• The Clinical Form Settings panel will expand.

• For more information regarding all the options on the Clinical Form Settings panel, please refer to the user manual: Clinical Form Settings.

Patient File Settings

Allows the user to set up Quick Filters to make navigation of the Patient's Clinical History easy and more efficient.

• Click on the Patient File Settings panel.

• The Patient File Settings panel will expand.

• For more information regarding all the options on the Patient File Settings panel, please refer to the user manual: Patient File Settings.

Case Management Settings

Used to set up what Template of the Discharge Form will be used when a Patient is Discharged from the Hospital.

• Click on the Case Management Settings panel. 

• The Case Management Settings panel will expand.

• For more information regarding all the options on the Case Management Settings panel, please refer to the user manual: Case Management Settings.

Task Settings

Allows the user to set up the Users they most frequently assign Tasks to for easier access and ease of search.

• Click on the Task Settings panel.

• The Task Settings panel will expand.

• For more information regarding all the options on the Task Settings panel, please refer to the user manual: Task Settings.
  

• Click on the Save button to save all the changes that have been made.