GoodX Web Settings

Diary Settings are set per Diary to customize the program to the specific needs of the Practitioner in their Practice.

If a Practice has multiple Diaries, every diary and the diary settings need to be set up for that specific Practitioners needs. 

Booking Templates: The purpose of the Booking Templates is to pre-set up different templates for the bookings that are available at the Practice. This will save time when booking in Patients as all the necessary information will already be completed on the Add/Edit Booking screen.

To access the Settings:

• From the Diary screen, click on the Settings button in the top right corner.

• Click on Diary Settings.

• Click on the Booking Templates Setup Panel
• Name: This is the name of the booking Template. 
• Type: This is the booking Type eg. Consultation, Follow Up, Emergency, Botox, Medical Assessment etc.
• Status: This is the booking Status eg. Booked, Ready, Arrived.
• Location: This is where the booking will take place in the Practice eg Room 1 or Room 2.
• Duration: This is the duration of the booking.
• Treating Doctor: This is the Doctor that will treat the Patient.
• Service Center: This is the place of service where the booking will take place eg in Rooms or in Hospital.
• Reason: This is the reason for the booking. This will indicate what the patient is booked for eg. a Consultation or Follow Up etc.
• Red button: This button will allow you to remove/delete the booking template.
• Orange button: This button will allow you to update/edit the booking template if you want to change or remove any information on the selected booking template. 

• Add new booking template (+): Click on the add new booking template button to create a new booking template.

• The Booking Template screen will open. 
• The Diary, Date, Time, Treating Doctor and Service Center will be completed by default. (You can change the default details if you want to).
• Select the Booking Type and Status (both these are required fields).
• Type in a Reason for the booking. Click on Save when everything is completed.
• Name: This is the name of the booking Template. 
• Type: This is the booking type eg. Consultation, Follow Up, Emergency, Botox, Medical Assessment etc.
• Status: This is the booking status eg. Booked, Ready, Arrived.
• Location: This is where the booking will take place in the Practice eg Room 1 or Room 2.
• Duration: This is the duration of the booking.
• Treating Doctor: This is the Doctor that will treat the Patient.
• Service Center: This is the place of service where the booking will take place eg in Rooms or in Hospital.
• Reason: This is the reason for the booking. This will indicate what the patient is booked for eg. a Consultation or Follow Up etc.

• Enter name: Enter a name for the booking template that you created. This name will be the Template name on the Diary. Click on OK when done.

• The new booking Template will display under the Booking Templates in Settings.

• Click on Save to save the new Settings.

• Click on Close to exit the Settings screen without saving.

• The Booking Templates will display as follow in the Diary. 
• In the top right corner, on the New Booking button, click on the drop-down button to see the available booking templates that's been set up in Settings.