Diary Administration to Communication (Web App)

  

An Electronic Diary allows a user to manage the workflow at the Practice and the Practitioner's time. An Electronic Diary keeps a record of all bookings, transactions, and events that happen daily, by means of time slots, from the time a booking is made, the Patient arrives at the Practice and even after the Patient has consulted with a Practitioner.

• The contents of this user manual will consist of the following information:
• Navigation Bar
• Diary Options 
• Diary Sidebar
  
• Booking Information

• This user manual will start on the Diary screen.
  

• An explanation will be given for each field and option, available on the Diary screen: 

Navigation Bar

The Navigation Bar acts as a menu, allowing the user access to different features which are available from the Diary screen.

• An explanation will be given for each field and option, available on the Navigation Bar:
  
  

• Practice Logo: The Practice can upload their own logo to display on the left corner of the Diary screen. 

• For more information on how to upload the Practice Logo, please refer to the user manual: Entity Settings.

• Tabs: Each tab on the Navigation Bar will allow the user to access different features. 

• For an extensive explanation of each tab and its features, please refer to the user manual: Diary Segment.

• Entity: An Entity is a financial organisation that is unique to the Practice number, each Practice number will require its own entity in the GoodX system. Group Practices will have one global Practice number that will allow them to have one entity with many Practitioners of different specialities under the same entity. A practice will need to be registered as a group practice in order to do this. Non-Medical businesses will not require a practice number for an entity on the GoodX system.

Please Note: Entities are set up with the initial install, and the user is not able to create new entities, however, the details of the Entity can be changed. 

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

•  Click on the Entity drop-down menu to switch between entities.

• Click on the Search for Entity... field to enter the name of the Entity that the user is looking for if the name of the Entity is not on the list. The list will shorten as the user types.

Please Note: Practices with only one Entity will not have the option of the Entity drop-down. 

• User: The name of the User that is currently signed in to the GoodX Web App.

• Settings: Options that can be configured to customise the program to the needs of the user and Practice. Users are able to customise the appearance, and set up the security preferences, performance settings etc, allowing the program to be personalised and more efficient to use for the users.

•  For more information regarding how all the settings work, please refer to the user manuals in the book: Web App Settings.

• About: Shows information regarding the installation of the software, the current version of the software, access to the user manuals, changelogs, what additional services the user is subscribed to, as well as a test that the user can use to evaluate themselves on the basic system features.

•  For more information regarding the About feature, please refer to the user manual: About (Diary Information).

• Floater: With the Floater users can open multiple tabs and screens at once and navigate between them without having to close the screen. The colour of the Floater changes to indicate that the floater is in use (blue) or the system has lost connection (red). 

• For more information on how the Floater works, please refer to the user manual: How to Use the Floater.
  
  

Diary Options 

Diary Options allow the user to customise how the Diary screen appears and allows the user to access several extra features specifically for the Diary.

• An explanation will be given for each field and option available on the Diary Options:

• Practitioner: Each Practitioner will have their own Diary, and the user is able to switch between the Diaries.
• Click on the Practitioner drop-down to switch to a different Practitioner's Diary from the list that has become available.

• Click on the desired Practitioner's Diary.

• Display Options: Display Options allows the user to change the display of the Diary to suit their personal preferences. Changing the display can assist the user in easily navigating to what they would like to have displayed on the Diary. To make the Diary look less cluttered, users can choose to exclusively display the active bookings. In addition, users have the ability to show or hide tasks and manage them, along with viewing all bookings on the Diary. 

• For more information regarding the different Display Options, please refer to the user manual: Display Options.

• Filter Bookings: Allows the user to only display the bookings and tasks that meet the search criteria which has been set. Users are able to filter using any information that is displayed on the booking or task. 

• For more information on how to filter, please refer to the user manual: Diary Filter.

• Date: Displays the date of the Diary page that the user is currently on.

Please note: When clicking on the Date Picker a Calendar will open up giving you the ability to just select the desired Date.

• Click on the Now button to navigate to the Current Time Line on today's date.

• Click on the Refresh button to reload the page to the latest version of the webpage.

Please Note: Users are also able to use the refresh button to reload the webpage that may have been caused by outdated or cached content or a loss in connection.

• Diary Types: Allow the user to view and organise the diary for sufficient management of bookings. The user has the ability to view several Diaries at once. If the Practice has more than one Practitioner, they will be able to view multiple days on one screen, allowing them to see all the bookings in the coming days. The user is able to customise the view of the diary to suit the specific needs of the Practice. 

• For an extensive explanation of the different Diary Types, please refer to the user manual: Diary Types.

• Render Policies: A simple way for the user to view all the bookings for the day, in various ways best suited to the user. The views can range from the default Diary screen to a more condensed set-up with all the bookings for the selected date in a list view, or stacked by type, time or status. 

• For an extensive explanation of the different Diary Types, please refer to the user manual: Diary: Different Views (Render Policies).

• ... (Elipse): Allows the to look up various codes such as Billing Codes, including Procedure, Medicine, Material and any Macros that have been set up. Users are also able to look up ICD10 codes. For an extensive explanation of how to search for codes, please refer to the user manual: Procedure/Material/Medicine/Macro/ICD-10 Search Code Lookup.

• Print: Users are able to print hard copies of the diary for a selected period of time. Having hard copies of the bookings on the diary is useful during power outages or when there is an interruption of the users' internet connection. For an extensive explanation of how to Print the Diary, please refer to the user manual: Print Diary.

• Search: Users are able to search for a specific Debtors booking by Name, Surname or ID number. Users are able to search for bookings within a selected time frame. For more information regarding the Search function on the Diary, please refer to the user manual: Search for a Debtor's Booking.

• Available Bookings: Open appointments on the diary which has not been booked or reserved. The user is able to quickly see what booking timeslots are available on the selected date or time period. Using the booking search function will ensure that double bookings don't occur. For Practices with multiple Practitioners, a list will appear for every Practitioner at the Practice. Users can give the Patient the option to book with a different Practitioner if the requested Practitioner is not available.

• New Booking: Creating a new booking allows the user to book a new appointment on the Diary to consult with a Practitioner. 
• For more information on how to make a new booking for a Patient on the Diary, please refer to the user manuals: Book Existing Patient and Book New Patient.

Diary Sidebar 

The Diary Sidebar is an extended screen on the right-hand side of the screen once a booking is selected, where more functions and information is shown about the Patient who has been booked. The Diary Sidebar is mainly used to be able to navigate to the different screens quickly.

  

• For an extensive explanation of the Dairy Sidebar, please refer to the user manual: Diary Sidebar: Navigation and Use.

Booking Information

Details relating to the Booking that has been made, such as the date and time of the Booking, the Patient for whom the Booking is and why the Patient is consulting with the Practitioner.

Please Note: Timeslot intervals are customisable to the needs of the Practice. To set up the intervals of the timeslots, please refer to the user manual: Day Setup.

Please Note: The fields and information which appear on the Booking can be customised to suit the needs of the Practice or user. 

• For more information regarding how to customise what information will be shown, please refer to the user manual: General Settings.
• For more information regarding all the fields that are displayed on the booking, please refer to the user manual: Booking Fields.