Diary Administration to Communication (Web App)

An insurance examination is an examination that the Insurance companies require when a person applies for life insurance or any company that needs a physical examination on the person's body.

The appointment type New insurance examination is used to create an insurance examination on a new patient that does not have an electronic file at the practice. The electronic file must still be created when the patient arrives at the practice. The insurance booking allows you to add the insurance form, reference number, and necessary information the company needs for their documentation.

This type of booking can be chosen, depending on your type of setup.

• Log in to the GoodX Web App with your username and password.
• From the Diary screen, in the top right corner, click on New Booking

• Or Double click on a timeslot.

• The Add/Edit booking screen will appear.

•  Change the booking Type to Insurance examination from the drop-down menu.

• Search for the correct debtor if the patient already has a file
  

• Complete the following information:
• Diary: Ensure that you have the correct diary, this must be the diary of the doctor that the patient wants to see.
• Type: From the drop-down, you have already select Insurance Examination
• Status: The status of an appointment is to show in which stage the appointment is currently at. The system will automatically change the appointment to the appropriate status.
• Location: From the drop-down, you have options to choose from. The location is the different beds and rooms that are available. The doctor will be able to see where the patient is or where the patient will be going.
• Date: Ensure that you are on the current date.
• Time: Ensure that you are at the current time.
• Duration: How long the appointment's going to be, depending on the setup per practice, you are able to change the duration.
• Treating Doctor: Search for the correct treating doctor.
• Reason: This is a free text field where you can enter the reason given by the patient for the appointment.
• Service Centre: The service center is where the patient will be treated. From the drop-down, you are able to select the applicable center.
• CRM: You can ask the patient how did they hear about your practice and select the applicable answer from the drop-down.
• Debtor: Search for the correct debtor with the debtor's Name, Surname, Id, or Medical Aid number.

• Click on the Save button to book the patient.

• Click on the Close button to exit without saving.

• The New Booking will appear on the Diary.