GoodX Web Settings

GoodX can assist in sending text messages/emails/events to the Patient or Debtors. Different Email Templates can be set up for this purpose in Settings.

Set-up

• Log into the GoodX Web App with your username and password.
• On the Diary screen, click on the Settings button in the top right corner

• Click on the Entity Settings tab.

• Click on the Workflow Event Templates panel.

• From the Dropdown menu, the list of Templates will open. Click on Email template to set up.

• Click on the Add Template button when you've selected Email from the list

• The Workflow Event Template screen will appear.

• The user can give their Email Template a specific Name/Description in the Template Description field.

• The user can use different "Placeholders" in the Email that will automatically import the information from the system ex Name of the Patient/Date/Practice Name etc.

• Complete the body of the Email Template and use the different placeholders if you want to.

• Complete the following information:
• To: A placeholder will be used here for the email address of the Patient. The system will automatically import the patient's email address when sending an Email using the Template.

TAKE NOTE: If the Debtor's/Patient's email address was not completed in the Debtor screen, it will not pull through when sending an email. You will have to manually type in the email address.

• Cc (Carbon Copy): Put the email address(es) here if you are sending a copy of their information (and you want everyone to explicitly see this)
• Bcc (Blind Carbon Copy): Put the email address here if you are sending them a Copy and you do not want the other recipients to see that you sent it to this contact.
• Subject: An email subject line is the first text recipients see after your sender name when an email reaches their inbox. It is important to keep an email subject line informative, catchy, and brief so it immediately informs the Patient what the email is about.
• The user is allowed the add Attachments to the email by clicking on the blue plus sign.

• An Attention screen will appear where the user can choose a file or tick the Debtor Statement box.

• Click on the OK button to continue.

• To save the email template, click on the Save button.

• Click on the Close button to exit without saving.

• The user will be directed to the Settings screen. Click on the Save button to save the new changes and to successfully exit the screen.

• Click on the Close button to exit without saving.