GoodX Web Settings

Why Use This Function:

The Booking Status Setup function allows you to create and manage a tailored list of booking statuses that appear when scheduling appointments in the Dairy. Clearly defined statuses help keep your appointment workflow organised, consistent, and easy to follow. This not only keeps you team aligned on each booking's status but also improves communication, minimises confusion and creates a smoother experience for both staff and patients.

The Contents of This User Manual:

• Dairy Settings
• Booking Status Setup
• Add New
• Calculate Wait Time

• This user manual will start on the Dairy screen.

• Click on the Settings button.

• The Settings screen will open.

• For more information on the Settings screen please refer to the user manual: How to Navigate the Setting screen.

Dairy Settings

To configure preferences and manage settings related to the scheduling diary, including appointment availability, time slots, calendar views, and notification options to ensure efficient appointment management.

• Click on the Dairy Settings tab.

• The Dairy Settings panel will open.

💡Please Note: Diary settings are configured per diary to customise the program according to the specific needs of each Practice. For more information on Dairy Settings, please refer to the user manual: Dairy Settings (General).

Booking Status Setup

To define and manage the various booking statuses used within the Diary, enabling Practices to track Patient appointment progress, customise status labels and colours, control visibility, and configure the sequence of patient flow for efficient scheduling and wait time tracking.

• Click on the Booking status Setup panel.

• The Booking Status Setup panel will expand.

💡Please Note: By default there will be pre-loaded booking statuses where you can add and remove statuses that are custom to your Practice.

Add New

To add a new booking status that more accurately represents a specific stage in the appointment process. This new status will support clearer scheduling, reduce ambiguity for staff, and improve the overall efficiency and accuracy of appointment tracking and reporting.

• Click on the Add New Status button to set up a new custom booking status.

• a new panel will be created where the New Booking Status can be set up.

• Click on the New Status Field and enter the Booking Status name that will be displayed.

• Click on the Colour field to select the preferred colour that will reflect on the Diary when choosing this Booking Status.

• To change the colours, Click on the colour that the  Practice wishes to change it to.

• Click on the Font Colour field to select the preferred font colour.

• To change the colours, Click on the colour that the user wishes to change to change it to the preferred colour.

• Click on the Visible button to mark the Booking Status as visible/invisible.

• Click on the Next Status button.

• The Next Status drop down menu will open please select the appropriate option. 

 

• Click on the Outstanding Threshold field and enter the appropriate option.

• Click on the Dustbin button to remove a Booking Status.

• An attention pop-up will appear with a confirmation message asking you if you are sure you want to delete slash disable the status. Click on okay to confirm or cancel to close.

• The Booking Status is now disabled and not permanently deleted.

• Click on the Re-Enable button to re-enable a Booking Status.

Calculate Wait Time

The calculate wait time function is used to determine the duration between a Patient's scheduled appointment time and the actual time they are seen by a Practitioner. This helps evaluate operational efficiency, identify delays, and improve the Patient experience by monitoring and minimizing wait times.

• Click on the Arrived Status field.

• The Arrived Status drop down menu will open choose the appropriate option.

• Click on the Final Status (to calculate wait time).

• The Final Status drop down menu will open choose the appropriate option.

• Click on the Save button to save the changes.

• Click on the Close button to return to the Diary screen without saving any changes.