How to Set up the Theatre Manager



Diary Settings are set per Diary to customise the program to the specific needs of the Practitioner in their Practice.
If a Practice has multiple Diaries, every diary and the diary settings need to be set up for that specific Practitioners needs. 

Setting up the Theatre will allow the user to customise the theatre to their preference and how theatre bookings display on the diary, and to set up forms that will automatically be added to the theatre booking when the booking is made. Theatre bookings will show the practitioner what bookings have been made on the diary for the theatre and which patients are being operated on. Timeslots will be marked to show that the practitioner is at the hospital in the theatre and not at the practice.

  • Log in to the GoodX Web App with your GoodX username and password.
  • The Diary screen will open.


  • Click on the Settings button in the top right corner.


  • Click on the Diary Settings tab. 


  • Please ensure that the user is on the correct diary if the practice has multiple diaries before enabling the Theatre Settings.


  • Click on the Theatre Setup panel to expand the settings.


  • The Theatre Setup panel will expand.


  • An explanation will be given of each field: 


    • Activate theatre bookings on the diary: This will allow the practitioner to set up and use the Theatre Manager.
      • Tick the checkbox to enable the Theatre Bookings


    • Type of practitioner that will be using theatre list: The kind of practitioner that will be using the theatre list.
      • Click on the Select practitioner type drop-down menu to select the type of practitioner that will be using the Theatre Manager. 
        • Select an option from the list that has become available: 

        • Surgeon: A specialist practitioner that performs surgery on patients. If the Type of practitioner that will use the theatre list is set as a Surgeon, the Surgeon will be the Treating Doctor and the Anesthesiologist will be the Referring DoctorThe main treating practitioner will use the normal billing process to bill the patient. For an extensive explanation on billing a patient, please refer to the user manual: The Invoice screen.
        • Anaesthesiologist: A specialist practitioner who administers and monitors anaesthesia during surgery. When selecting an anesthesiologist, the Billing section will appear on the Theatre Manager to be completed. For an extensive explanation of the Theatre Manager, please refer to the user manual: Theatre Manager Overview.
        • Hospital: A medical facility where patients go for surgery and receive pre and post-operative care to recover.


    • Colour of timeslots to indicate theatre list on diary: This allows the user to set a colour that the practitioner will use to indicate theatre bookings on the diary. The colour will be turquoise by default. 
      • Click on the colour field to change the colour.
        • The colour selector will open.

        • One of the following methods can be used to select a colour:
          • Click on a colour on the colour bar.

          • Click on the desired colour to make a selection.

          • Click on the dropper and navigate to the colour of choice to select it. The dropper tool can be used to select any colour on the screen. 

          • The RGB colour codes can be entered (if known) into their respective fields by clicking on the field to input the code.

          • Press Enter on the keyboard to use the selected colour, the desired colour will fill the block.


    • Show operation progress on diary: Will display the progress on the diary such as the Cost Estimate, Patient Consent, Authorisation, Custom Forms, etc that's been completed in the Theatre Manager. 
      • Click on the checkbox to activate the setting.


    • Create auto booking for every operation: Allows a user to create a booking on the diary as soon as the Patient details and operation info is completed in the Theatre Manager for a specific booking type. For an extensive explanation of Booking Types please refer to the user manual: Booking Type Setup.
      • Click on the Create auto booking for every operation drop-down menu to select an option from the list that has become available.

Please Note: The list that will appear will be dependant on the booking types that have been set up for the practice. 


    • Display booking status colour and information icons on operation: This will display the booking icons available for the operation and the colour that was selected for the chosen booking status.
      • Click on the checkbox to activate the setting.


    • Additional Forms to Link to Operation: This will allow the user to add forms to link to the operation every time a Theatre booking is made.
      • Click on the Add drop-down menu to select an option from the list that has become available. 

Please Note: The list that will appear will be dependant on the forms that have been set up for the practice. For more information on how to set up the forms please refer to the user manual: Work Flow Event Templates.

      • The selected form will be added to the forms list. More than one form can be selected to be added to the list.


    • The information on the list will be divided into columns:
      • Type: The kind of form that is linked to the Theatre booking.
      • Description: An explanation of what the form is used for.
      • Actions: The type of actions available on the line.
        • Click on the red trashcan to delete the form from the list.

    • Click and drag the sorting arrows up or down to move the desired form and drop it into a new place on the list. This allows the user to order the list according to their preferences.

      • When the form is dropped into the desired place, the user will see the form in its new location on the list.


Click on Close to exit the Settings screen without saving and return to the main Diary screen.

  • Click on Save to save the new settings, the screen will close and return to the main Diary screen. 


Last modified: Thursday, 18 April 2024, 12:08 PM