GoodX Web Settings

Why Use This Function:

Patient Setup allows Practices to create and configure Patient Classifications and Tags, providing a flexible way to organise and identify Patients. Tags can be customised to suit the Practice’s needs and applied in multiple combinations to a single Patient, making it easy to highlight important information or group Patients by specific criteria. This improves visibility, enhances record management, and helps Practitioners quickly identify key details about their Patients.

The Contents of This User Manual:

• Classifications
• Tag Setup

• This user manual will start on the Entity Settings tab, Settings screen.

• For more information on navigating to the Entity Settings tab, please refer to the user manual: How to Navigate the Settings Screen.

• Click on the Patient Setup panel.

• The Patient Setup panel will expand.

• An explanation of the Patient Setup panel will be given:

Classifications 

The Classification section allows you to create and manage Patient categories. These categories, such as Traits, Special Care, or Gender Identification, help group Patient Information in a structured way. This makes it easier to organise, filter, and retrieve Patient data as needed.

• Click on the Add Classification button.

• A New Classification field will be added.

• Click on the Classification Name field to add a Name for the Classification.

• Click on the Trashcan button to Disable a Classification.

💡Please Note: A Red Line will appear through the Classification indicating it has been disabled, and can be re-enabled.

• Click on the Re-enable button to Enable a Classification.

Tag Setup

The Tag Setup section defines and manages detailed identifiers, or tags, associated with each classification. Tags provide granular information that can be assigned to a Patient within the classification framework. The Selectable checkbox determines whether a tag can be chosen when setting up or editing a Patient Profile. Proper use of tags enables precise Patient grouping, filtering, and reporting, supporting accurate data management and analysis.

• Click on the Add Root Element button.

• A New Root Element will be added.

• Click on the Tag Setup Name field to add a Name for the Element.

• Click on the Selectable checkbox to mark whether the Element should be visible or not.

• Click on the Add Child Element button to add an additional line to the Root Element.

💡Please Note: The Child Element function will only be available after a Root Element has been saved.

• Click on the Trashcan button to Disable the Element.

💡Please Note: After disabling an Element, the Trashcan button will change to a Re-enable button, which can be used to re-enable the Element.

• Click on the Save button to save all changes made.