GoodX Web Settings

The Configuration of the Letter Event allows the Practitioner to set up Letter Templates that they can use to seamlessly integrate examination information into a Letter specifically designed for Referral purposes. The information will automatically populate all the relevant information onto the form. This allows for the efficient inclusion of relevant details from the examination, ensuring comprehensive and accurate communication when referring a Patient to another Healthcare Professional or Specialist. Using the Letter streamlines your referral process and eliminates the need for duplicate work. 

Please Note: The Letter option is only available for certain Clinical Forms.

• This user manual will start on the Diary screen.

• Click on the Settings button in the top right corner.

• The Settings screen will open.

• Click on the Entity Settings tab. 

• Scroll down to Click on the Workflow Event Templates panel.

• The Workflow Event Templates panel will expand.

• Click on the Choose Event Type to Add Template for... drop-down menu.

• Select the Letter event.

• Click on the + Add Template button.

• The Letter Workflow Event Template screen will open.

• Click on the Template Description field to enter a Name for your Letter Template.

Please Note: Templates can be added for each Letter Type you require, based on your specific needs.

• Click on the Placeholders Choose... drop-down menu to add Placeholders to the template. For more information, regarding Placeholders and how they work please refer to the user manual, Workflow Event (WFE) Placeholders.

Sections

Each Letter will be divided into different sections.

• Click on the Title field and add a Heading to your Letter.

Preamble

The initial section that is before the main body of the Letter. The Preamble is used as an introduction and contains things such as a greeting and remarks that establish the context or purpose of the Letter.

• Click on the +Add button in the Preamble section.

• The Add Section screen will open where you can build the Preamble section of your letter.

• Click on the Text field to enter the desired information.

• Click on the Choose... drop-down menu to select a Placeholder to add. For more information regarding what a Placeholder is and an explanation of what information each Placeholder will populate, please refer to the user manual: Workflow Event (WFE) Placeholders.

• After the Placeholder is selected it will be added to the Text field.

• Click on the Ok button to save once you are satisfied with the information that you have added.

• The information that was Entered will now be displayed in the Preamble section. 
  

• Click on the Edit button if you would like to make any changes to the information within the section.

Clinical Form

A Clinical Form is used to document the outcomes of an examination of the Patient. The contents of the selected form that was completed will appear here. 

• Click on the Config button to set up the Form that will be used as well as the fields that you would like to Exclude from the Letter.

• The Choose Paths to Omit From Print screen will open.

• Click on the Template drop-down menu to select the Form Template that you would like the Letter to populate from.

Please Note: For the purpose of this user manual the Eye Eval 2 form will be used.

• The fields of the form that have been selected will populate into the Visible section of the Choose Paths to Omit From Print screen.

• Click on a field that you would like to Exclude from the Letter. 

• The selected field will be added to the Not Visible section of the Choose Paths to Omit From Print screen. 
  

Please Note: These are the fields that you have chosen not to be populated on the Letter.

Please Note: If you added a field to the Not Visible section by accident, you are able to Click on the field to move it back to the Visible section.

• Click on the Ok button to save the Configuration.

Postamble

The Postamble section follows the main body of the Letter, summarising key points and often expressing gratitude and to contact the referring Practitioner should they need more information. 

• Click on the +Add button in the Postamble section.

• The Add Section screen will open where you can build the Postamble section of your Letter.

 

• For more information on how to add details to the Add Section screen, please refer to the explanation given in the section: Preamble.

• Click on the Ok button to save.

• The information that was Entered will now be displayed in the Postamble section. 

• Click on the Save button to save the contents of the Letter that you have just set up.

• The Letter that was set up will appear on the Workflow Event Template list. 

Please Note: The Template has not been saved as yet and has been highlighted in red. The Template will first need to be Saved.

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

Please Note: Once the Letter has been successfully saved it will no longer be highlighted in red.