Configuration Segment

Why This Matters?

The Configuration Segment is the control centre for setting up part of your GoodX system. It brings together the settings used to configure your practitioners, locations, medical aids, online bookings, and other practice-specific requirements. Configuring these features to match how your practice works helps ensure your daily workflows run smoothly. This makes everyday tasks such as managing schedules, processing payments, communicating with your team, and maintaining patient records easier and more efficient.

• Start on the Configuration segment, Cash Register Management screen.

• • For navigation, see Navigation Wheel.
    
    

Sections

• Practice Setup
  • Practitioner Setup
  • Service Centres
  • Debtor Statuses
  • Medical Aid List
  • Instant Message Groups
  • Online Presence
  • Smart Stickers Group
  • Credit Control Management
  • Profile Setup
• Diary Setup
• Cash Register
• Template Setup
• User Management
• Custom Fields

Practice Setup

💡 Please Note: To open each tab, click the Practice Setup drop-down menu.

Practitioner Setup

• Practitioner Setup: Manage and configure medical practitioners in the practice. For details, see Practitioner Setup Navigation.
  
  

Service Centres

• Service Centres: Set up and manage practice billing locations, such as hospitals or rooms. For details, see Service Centres Tab Navigation.
  
  

Debtor Statuses

• Debtor Statuses: Configure tags to identify specific characteristics, behaviours, or circumstances associated with a debtor. For details, see Debtor Statuses Navigation.
  
  

Medical Aid List

• Medical Aid List: View a list of medical aid plans for debtors and patients. For details, see Medical Aid List Tab Navigation.
  
  

Instant Message Groups

• Instant Message Groups: Organise staff into groups for internal communication by role, department, or team. For details, see Instant Messaging Groups Tabs Navigation.
  
  

Online Presence

• Online Presence: Manage practice branding, contact details, and online booking options. For details, see Online Presence Tab Navigation.
  
  

Smart Stickers Setup

• Smart Stickers Setup: Set up clinical guidelines and medical procedure protocols. For details, see Smart Stickers Tab Navigation. 
  
  

Credit Control Management

• Credit Control Management: Configure automated financial workflows and debt collection rules. For details, see Credit Control Management Navigation.
  
  

Profile Setup

• Profile Setup: Configure debtor statements, reports, and the Patient Dashboard layout. For details, see Profile Setup Tab Navigation.
  
  

Diary Setup

• Diary Setup: Create and configure practitioner diaries and link them to the relevant locations and practitioners. For details, see Diary Setup Tab Navigation.
  
  

Cash Register

• Cash Register: Process patient payments, run daily cash-up sessions, and reconcile sales. For details, see The Cash Register.
  
  

Template Setup

• Template Setup: Define the structural content for various workflow templates. For details, see Template Setup Tab Navigation.
  
  

User Management

• User Management: Control system access by adding, editing, or disabling user accounts. For details, see User Management Tab Navigation.
  
  

Custom Fields Management

• Custom Fields Management: Create and manage custom data fields and drop-down lists. For details, see Custom Fields Management Navigation.