GoodX Web Settings

Why Use This Function:

purpose

The Contents of This User Manual:

• Attachments
• Assigned User

• This user manual will start on the Settings screen.

• Click on the Entity Settings tab.

• The Entity Settings screen will open.

• Click on the Workflow Event Templates panel.

• The Workflow Event Templates panel will open.

• Click on the Choose Event Type To Add Template For... drop-down menu.

• The  Choose Event Type To Add Template For... drop-down menu will open.

•  Click on Email template to set up.

• Click on the Add Template button.

• The Workflow Event Template screen will open.

• Click on the Template Description field to give the Email Template a specific name or description.
  

• Click on the Placeholder drop-down menu.

• The Placeholders drop-menu will open.

• Select the information you want to insert into the email from the Placeholder drop down-menu, the Patient Full Name placeholder will automatically insert the patient’s name, and the Treating Doc Full Name placeholder will automatically insert the treating practitioner’s full name. 

💡Please Note: If any information in the patient’s file is incomplete, it will not pull through and must be added manually when sending the email.

• Complete the following information:
  
• To: A placeholder will be used here for the patient’s email address. The system will automatically insert the patient’s email when sending an email using the template.
  
• Cc (Carbon Copy): Enter any email addresses here if you want to send a copy of the email and have all recipients see each other’s addresses.
  
• Bcc (Blind Carbon Copy): Enter email addresses here if you want to send a copy of the email without the other recipients seeing that this contact received it.
  
• Subject: The subject line is the first text recipients see after your sender name. Keep it clear, informative, and concise so it immediately communicates what the email is about.

💡Please Note: If the patient’s email address is not completed in their record, it will not pull through. You will need to manually enter the email address.

Attachments

Attachments allow you to include additional documents with the email, such as a Debtor Statement, Debtor Invoice, or any other relevant file, so that the recipient receives all necessary information in one email.

• Click on the Attachments button.

•  An Attention screen will open.

• Tick the Debtor Statement, Debtor Invoice, or both checkboxes to include them in the email.

• Click on Choose File to to upload a file from your device.

• The File Upload window will open.

• Select the file you wish to import.

• Click on the Open button to import the file.

• Click on the Ok button to attach the file.

• The attached files will now appear at the bottom of the Workflow Event Template screen.

Assigned User

The user responsible for sending and managing this email workflow event.

• Click on the  Assigned User drop-down menu.

• The Assigned User drop-down menu will open.

• Select one or more Assigned Users for the template.

• Check the Hide Goodx Users check box to hide Goodx users.

• Click on the Collapse All button.