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Case Management Settings (Entity)
Case Management Settings (Entity)
Last modified: Tuesday, 18 November 2025, 4:04 PM
◄ Patient Setup
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How to Navigate the Settings screen
Setup Wizard
User Access
Default Role Groups
GoodX Web Portal
User Settings
General Settings
Navigation (Wheel) Settings
Hidden function of the Navigation Wheel
Setting up Authorisation Factors
Login Combinations
How to Add an Email Signature
Key Bindings
The Dashboard Screen: Navigation and Use
Booking Status List: Set Up Booking Notifications
How to Set Password Expirations
How to Set Up a Custom Segment
User Entity Settings: Navigation and Use
User Entity Settings - Theming
Booking Statuses
Booking Types
General Settings: Navigation and Use
Easy Events
Clinical Form Settings - User Entity Settings
User Entity Settings: Patient File Settings
Case Management Settings
Task Settings
Script
Diary Settings (General)
Diary Settings
Sync GoodX Diary with Google Calendar
Diary Settings - Theatre Setup
Day Setup
Booking Events Template Setup (Diary Settings)
Understanding the use of Booking Event Template Setup
Booking Event Template Set up: FAQ's and Examples
Booking Status Setup
Booking Type Setup
Booking Templates Setup
Booking Status Change Triggers (Change booking status in response to an action)
Booking Status Change Actions (Perform an action in response to a booking status change)
Online Presence Settings
Questionnaire Form Settings
Setup Scenarios: Booking Event Template Setup
How to Add a Custom Form to a Booking Type
Entity Settings Tab: Navigation and Use
Entity Settings Panel
Online Profile: Medibase Verification Part 1
Online Profile: Link Practitioner Part 2
VoIP Settings: Navigation and Use
How to Set Up Task Statuses
Document Settings
Pathology Settings
Print Templates
Workflow Event Templates
Workflow Event Templates List
Workflow Event Template Setup: SMS Template
Workflow Event Template: SyncVite Form
Workflow Event Template Setup: Email Template
Booking Events Template Setup (Entity Settings)
Understanding the use of Booking Event Template Setup
Booking Event Template Set up: FAQ's and Examples
Add Drawable Image to Custom Form
Workflow Event Template: Recurring Assessment Setup
Invoice Settings
ERA Settings
Model Validation
Debtor Type/Group Settings
Booking Location Setup
CRM Settings
Entity Settings - Patient File Settings: Navigation and Use
Event Subtypes and Colour
Questionnaire Form Settings
External Program Launchers
Clinical Form Settings
EMR Case Types
Script and Sick Note
EMR Settings
Template Print Settings
Disabling of QR Codes
Patient Setup
Report Settings
PDF Printover Setup
How to Use Placeholders
PDF Printover - Customisable Field Types
Workflow Event Templates: How to Set up a Letter Event
How to Bypass a Second Count on a Stock Take
Entity Setup: Navigation and Use
Adding a Treating Practitioner from the Settings Screen
Assistant Setup
User Setup
User Privileges
Privilege Group List: Navigation and Use
How to Create a New Custom Privilege Group
User Entity Privilege Links: Navigation and Use
Services
Billing Settings
Macro Settings
Clinical Procedures Settings
Script Line Macro Settings
Dental Billing Settings
User Management Tab: Navigation and Use
Users: Navigation and Use
Authentication Factors: Navigation and Use
Sessions: Navigation and Use
Profile Setup Tab: Navigation and Use
Report Settings ►
