Diary Screen Navigation

Why This Matters?

The Diary screen is the central point for managing the practice's daily appointments, activities, and workflow. It provides a clear, customisable view of time slots, making it easy to schedule and manage bookings, monitor practitioners' availability, and track activities throughout the day.

From creating a booking through to the patient's arrival, consultation, and completion of the visit, information and actions can be recorded and managed through the Diary. This provides a clear overview of what is happening within the practice and helps keep appointments, patient activity, and administrative processes organised.

Using the Diary screen helps the practice make better use of available time, coordinate daily activities, reduce scheduling errors, and maintain a smooth patient flow. With the information and tools needed to manage the day's activities in one central location, the Diary supports efficient practice operations and a more organised patient experience.

• Start on the Diary screen.

Sections

• Practice Logo
• Navigation Wheel
• Diary Tabs
• User Toolbar
• User Menu
• Minimiser
• Diary Options
  • Diary Date
  • Diary View
  • Diary Actions
• Diary Sidebar
• Booking Information
  
  

Practice Logo

• This is your practice's logo and can be updated and changed according to your specific practice. For details, see Entity Settings Panel.
  
  

Navigation Wheel

• The Navigation Wheel provides quick access to the various modules. For details, see Navigation Wheel.
  
  

Diary Tabs

• Theatre Manager: Streamline the management of theatre bookings within a practice. For details, see Theatre Manager: Navigation and Use.
• Dashboard: Provides access to various reports for monitoring practice activity and performance. For details, see Dashboard Tab Navigation.
• Patient Identifier: Confirm the identity of a patient. For details, see How to Use the Patient Identifier.
• Clinical Reports: Access to clinical information and tools. For details, see Clinical Reports: Navigation and Use.
• Hospital Rounds: Manage admitted patients and record daily clinical information. For details, see Hospital Rounds List Screen - Navigation and Use.
• Inbox: Manages incoming and outgoing communications. For details, see Inbox Screen: Navigation and Use.
  
  

User Toolbar

• Entity Drop-Down Menu: Switch between entities associated with your practice. For details, see Entity Setup.
• User: Displays the currently logged-in staff member. 

💡 Please Note: Practices with only one entity may not have the Entity drop-down menu available. Entities are created during the initial installation of the system and cannot be created manually; however, the details of an existing entity can be updated if required.

User Menu

• Settings: Customise the Diary screen to suit your workflow and manage bookings. For details, see How to Navigate the Settings screen.
• About: Provides information about the software version, installation, user manuals, changelogs, and active services. For details, see About Page Navigation.
• Logout: Securely ends your current GoodX session.
  
  

Minimiser

• The Minimiser allows screens and functions to remain open in the background without needing to save and close them. For details, see How to Use the Minimiser.
  
  

Diary Options

• Practitioner Menu: Select which practitioner’s Diary to be displayed. For details, see How to Add a New Practitioner.
• Display Options: Customise the information shown on the Diary screen. For details, see How to Change Display Options.
• Filter Bookings: Quickly find bookings in the Diary by filtering specific patient or debtor information. For details, see How to Use the Diary Filter.
  
  

Diary Date

• Arrows: Navigate between dates.
• Date Picker: Select a specific date.
• Now: Return to the current time and date.
• Refresh: Reload the page. 

💡 Please Note: You can also use the Refresh button to reload the webpage if content appears outdated, cached, or if there has been a loss of connection.

Diary View

• Diary Types: View and organise the Diary for effective management of bookings. For details, see Diary Types Navigation.
• Render Policies: View all bookings for the day in a way that best suits their preferences. For details, see How To Change Diary Views (Render Policies).
  
  

Diary Actions

• ICD-10 Code Lookup: Search for and apply ICD-10 diagnosis and billing item codes. For details, see How to Look Up a Billing Item or ICD-10 Code From the Diary Screen.
• Download/Print Diary: Download or print hard copies of the Diary. For details, see How to Download/Print the Diary.
• Debtor Booking Search: Quickly search for bookings linked to a specific debtor or patient. For details, see How to Search for a Booking.
• Available Booking Times: View available booking time slots across all Diaries. For details, see Available Bookings Screen Navigation.
• New Booking: Create a booking for new or existing patients. For details, see How to Book an Existing Patient.
  
  

Diary Sidebar

• The Diary sidebar provides a central access point to information and actions related to a specific diary entry. For details, see Diary Sidebar Navigation.
  
  

Booking Information

• The Booking Information displays appointment time, patient and practitioner details, and booking icons. For details, see Booking Timeslot Navigation.

💡 Please Note: Timeslot intervals in the Diary can be customised to suit the needs of the practice, including the length of booking intervals and the information displayed.