Diary Admin to Clinical Information (Desktop App)

The appointment type New Insurance examination: Walk-In is used to create an insurance examination on a patient without an electronic file at the practice and does not have an appointment and walks-in to the practice asking for assistance. The insurance booking allows you to add the insurance form reference number and necessary information the company needs for their documentation. The electronic file must still be created.

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.

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

• Log in to the GoodX Desktop App with your username and password.
• Double click on the Diary module.

• There are two methods to book a New Insurance examination: Walk-in:
• Book a New Insurance examination from the menu bar.
• Right-click on the correct timeslot function.

Book a New Insurance examination from the menu bar:

• The Diary screen will appear, click once on the correct timeslot.

• From the menu bar, click on Appointments.

• From the sup menu, click on New Insurance examination: Walk-In.

• The New Patient screen will open, complete the correct information.
• To create a new patient, click on the Book New Patient link for more information on how to create a new patient.

• Click on the OK button or F2 when done to create the new patient.

• Click on the Cancel button to exit without saving.

• The new walk-in insurance booking will appear on the Diary.

Right-click on the correct timeslot function:

• From the Diary screen, right-click on the correct timeslot.

• Click once on Patient appointment
• From the sup menu, click on New Insurance examination: Walk-in.
• The New patient screen will appear, complete the correct information.

• Remember to create a new debtor. For more information on how to create a new Insurance Debtor, click on the Create New Insurance Debtor link to see how to create a debtor file.