How to Navigate the Settings screen

Why Use This Function:

Settings are configured to customise the GoodX program according to the specific needs of each Practice. By tailoring settings such as Billing, Clinical, Diary, and User Permissions, the system becomes aligned with the workflows, medical services, and administrative preferences of the Practice. This ensures that you are able to work efficiently, comply with industry requirements, and deliver a seamless Patient experience. Proper configuration also supports accurate record-keeping, reporting, and integration between various modules in the software.


The Contents of This User Manual:

  • User Settings
  • User Entity Settings
  • Diary Settings
  • Entity Settings
  • Entity Setup
  • Billing Settings

  • This user manual will start on the Diary screen.


  • Click on the Settings button on the Navigation bar.


  • The Settings screen will open on the User Settings tab.



User Settings 
Set per User to customise the program to the specific needs of the user. The User Settings will determine how functions are set up and work or display per user.

💡Please Note: User Settings always override Entity Settings.


    • For more information regarding all the User Settings, please refer to the user manual: User Settings.

User Entity Settings 
Set per User per Entity to customise the program to the specific needs of the Practice. The User Entity Settings will determine how functions are set up and work or are displayed per User in the Entity. If a User wants to set up Custom Settings that are unique to their User, they can log in with their User credentials and change the User Entity Settings accordingly. The Settings will only change for the specific User and not all the Users. 

  • Click on the User Entity Settings tab.


  • The User Entity Settings tab will open.



Diary Settings
Refers to the configuration options that allow Practices to customise how their Diary will work. These settings control aspects such as consultation types and durations, Practitioner availability, Booking Intervals, recurring appointments, and rules for cancellations or double bookings. Properly configured Diary Settings help streamline appointment management, improve time utilisation, and ensure a smooth workflow for both Practitioners and administrative staff.

💡Please Note: Diary Settings will need to be set up for each Diary used at the Practice.

  • Click on the Diary Settings tab.


  • The Diary Settings tab will open.


 

Entity Settings
Entity Settings allow you to configure various preferences on an Entity level, including Online Profiles, VoIP, Task, and Document settings. You are able to also set up different Templates, Forms, and Settings associated with Patient Files and Case Management.

  • Click on the Entity Settings tab.


  • The Entity Settings tab will open.


Entity Setup 
Allows you to configure the Treating Practitioners, Assistant Practitioners, System Users, and the services to which this specific Entity is subscribed. This ensures that all Users and services are correctly linked to the Entity, enabling accurate record-keeping, efficient scheduling, and seamless billing within the system.

  • Click on the Entity Setup tab.


  • The Entity Setup tab will open.

    • For more information regarding all the Entity Setup, please refer to the user manual: Entity Setup.


Billing Settings 
Configured per Entity to tailor the system to the specific needs of the Practice. These settings are designed to streamline the billing process by enabling the use of preconfigured Macros, Clinical Procedures, and Script Macros, making the billing experience faster, more efficient, and user-friendly.

  • Click on the Billing Settings tab.


  • The Billing Settings tab will open.

    • For more information regarding all the Billing Settings, please refer to the user manual: Billing Settings.

Last modified: Tuesday, 6 May 2025, 7:54 AM