Diary Administration to Communication (Web App)

• Due Date and Time: The date (yyyy/mm/dd) and time (hh:mm) by which the new Task Item needs to be completed.
• Click on the Date Placeholder field.
• Click on the Choose... drop-down menu to access the list of placeholders.

• Select a relevant placeholder from the Choose drop-down as previously explained above in the user manual.

• Click on the Days to Add field.
• Use the Days to Add selector or Type in a relevant number of days to add to the value of the Date Placeholder field.

• Priority: The Task Item's urgency, which is determined by how quickly the Task Item should be performed.
• Select the relevant Priority for the Task Item being created:
• Grey: Unknown - No priority has been allocated to the Task Item.
• Blue: Low - The Task Item is not urgent or of great importance.
• Green: Normal - The Task Item should be attended to as soon as the more critical Task Item has been attended to.
• Yellow: High - The Task Item is of great importance and should be attended to as soon as possible.
• Red: Very Urgent - The Task Item should be looked at immediately and will take preference over all other Task Items.

Please Note: By default, the Task Item's urgency will be green.

• Hide GoodX Users: Allows the user to exclude support users when allocating Task Items. Support users assist when users are having trouble with their system. Support users will log in with their own credentials to ensure POPI Act compliance and to keep an audit trail. Hiding GoodX users will ensure that Task Items are not allocated to support users.
• Tick/Untick the Hide GoodX Users checkbox to hide/show GoodX users.

• Assign User: Allows the creator of the Task Item to allocate the Task Item to a specific user.
• Click on the Assign User drop-down menu to select the name of the user.

• Click on the user to whom the Task Item will be assigned.

• The user that has been selected will be added to the Task Item. 

Please Note: The creator of the Task Item is able to assign more than one user to the same Task Item by following the same steps as Assign User.

• Click on the Remove (-) button to remove a user from the Task Item.
  

• The user will be removed from the assigned users' list.

• No Suggested Event: Allows the user to select a Workflow Event that needs to be completed with the Task Item, for example, a Script, Sick Note, Custom Form, Examination form, Email, SMS, etc.  
• Click on the No Suggested Event drop-down menu.

• Click on the desired Workflow Event that the user would like to add to the Task Item.

• No Diary: Allows the user to choose the diary to which the Task Item will be linked.
• Click on the No Diary drop-down menu to select a diary.

Please Note: The options that are available will be dependent on the setup of the Practice.

Add a Debtor/Patient

• Click on the Debtor drop-down menu to select whether the user would like to allocate a specific Debtor/Patient to the Task Item. 

• Click on the desired option to make a selection:
• Debtor: The person who is responsible for the payment of the account.
• Patient: The person who will be consulting with or being treated by a Practitioner within the Practice. 

• Click on the Choose... drop-down menu to access the list of placeholders.
  

• Select a relevant placeholder from the Choose drop-down as previously explained above in the user manual.

• Request: Allows the creator to give a full explanation of what is expected of the assigned user/s in order to complete the Task Item. 
• Click on the Request free text field to add the details of the Task Item.

• Click on the Complete button when satisfied with the content that has been entered for the Task Item.