GoodX Manage for Medical

The Appointment Types manual will explain how and where to access and set up your Appointment Types.

There are different types of Appointments. The types can be set up or the default can be used. The type will indicate what kind of booking this is, for example, Consultation or Follow-Up.  The type can assist in planning the Diary and treatment more effectively. These types can be used to draw reports and filter information.

• Log in to the GoodX Desktop App with your username and password.
• From the Navigator Double Click on the GoodX Manage Module. 

• The GoodX Manage screen will open.

• On the Menubar, click on the Global Lists menu. 

• The Global Lists sub-menu will open. 
• Click on the Diary sub-menu.

• In the Diary sub-menu, click on the Diary lists sub-menu.

• The Lists screen will open. 

• Under the Type section, click on the Types of Appointment option.

• The Types of Appointments that is set up will open.

• Click on the (+) button to ADD a new Appointment Type.

• The Appointment Type (%From%) pop up will open. 

• Complete a new Appointment Type in the text field and click on  OK.

• The new Appointment Type will now be added to the List of Appointment Types.
  

• Click on the correct Appointment type that you want to Delete. 

• After selecting the Appointment type, click on the (-) button  to DELETE the Appointment Type. If an appointment type is not selected, the appointment type that's currently selected will be deleted. 

• A Warning confirmation pop up will open.

• Click on Yes to delete the appointment type or  No to cancel and not delete the appointment type.

• Click on the correct Appointment type that you want to Edit. 

• After selecting the Appointment type, click on the upward arrow button  to  EDIT an Appointment Type.

• The Appointment Type (%From%) pop up will open. 

• Edit or Update the Appointment Type in the text field and click on  OK.

• The Appointment type will now display the edited / updated name on the list.  
  

• Click on the Print button to print the list of Appointment types.

• Click on the Exit button to close the Diary Lists screen.