GoodX Web Settings

Diary Settings are set per Diary to customise the program to the specific needs of the Practitioner in their Practice.

• Log in to the GoodX Web App using your GoodX username and password.
• From the Diary screen, click on the Settings button in the top right corner.

• Click on Diary Settings.

• Click on the Diary Settings Panel.

• The Diary Settings panel will expand.

Diary Settings

• Name: The Name is the Diary Name that will display on the Main Diary screen.  
• Default Treating Doctor: The default Treating Doctor is the default doctor linked to all bookings in the diary. (This setting can be overwritten by the default Treating Doctor on User Entity Settings.)

• Default Service Centre: The default Service Centre is the default Service Centre linked to all bookings on the specific diary. (This setting can be overwritten by the default Service Centre in User Entity Settings.)

• Default Booking Type: The default Booking Type option is the type of appointment the patient is coming for eg. Consultation, Follow Up, Emergency or Medical Assessment. 

• Default Diary Type: The default Diary Type option is the way the Diary will display. There are 5 options to choose from:
• Timeslot (Overlap): Bookings at the same time will display next to each other on the timeslot. 
• Timeslot (Stacked): Bookings at the same time will display stacked below each other (this is the suggested setting to use). 
• Stacked by Time: Bookings will stack on top of each other in time order and will not display timeslots.  
• Stacked by Type: Bookings will stack on top of each other in booking type order and will not display timeslots. 
• Stacked by Status: Bookings will stack on top of each other in booking status order and will not display timeslots. 

• Default Location: The default Location option in the Room/Location in the practice where the treating Doctor does the consultation or the procedure.

• Default Post Invoice Action Override: The default Post Invoice Action Override setting is the default action that you want to display on the Invoice screen when doing an Invoice. 
• None: The None option will not set a default post action and leave the action as None.
• Post Only: The Post Only option will post an invoice but not switch it to Medical Aid.
• Post and Switch: The Post and Switch option will post and switch the Invoice to the Medical Aid without waiting for an EDI response.
• Post (Await Response): The Post (Await Response) option will post and switch the Invoice to the Medical Aid and pop up the EDI response from the Medical Aid saying if the claim was fully processed, rejected or short paid.

• Reset to Entity Default: The Reset to Entity Default can be set in the Entity Settings Tab but if you would like to override the entity setting on the specific diary.

• Default Create Action Button: The default Create Action button setting will change the Diary 'Event Create' button to whatever option you select under the 'Create Action' button. 

Please Note: Refer to the youtube video above on How to set up your default create action button.

• The 4 options will display as follow in the Diary:

• None: The system will default the button to the New Booking button. 

• New Booking: The New Booking option will display the New Booking button and create a Booking. 

• New Task: The New Task option will display the New Task button and create a Task. 

• New Operation: The New Operation option will display the New Operation button and create a Theatre  booking. 

• Automatic SMS Reminders for Patient Bookings: The Automatic SMS Reminder function will send out automatic SMS reminders to the patients to remind them of their appointments at the Practice. When the box is ticked, the following options will appear:

• SMS Template: select the SMS Template that you want to use for the Reminder SMS for the patient's appointment (the Templates will be set up under Entity Settings, the Workflow Event Templates Panel).
• Days before booking: The days before booking option is where you will set how many days before the appointment the SMS should be sent out. If you choose to send the SMS reminders 1 or 2 days before the booking the system will fetch the new bookings every 30minutes and add them to the SMS reminder list. This will prevent new bookings that are made after the scheduled send out time to not miss out on a Reminder SMS. 
• Time to send: The exact time the reminder needs to be sent to the patient from the system. 

• Repeat Bookings: Repeat bookings are typically used for an "Out of Office" type booking for example to book out holidays or leave but can also be used to book a specific patient for more than one follow-up appointment. A range of bookings can be made, either weekly/monthly or yearly.
• Type Colour Show On "Type Status" Column on Booking: If this setting is ticked, the colour of the booking types will display on both sides of the booking and not just on the right side of each booking. 

• Use CRM (Client Relations Management): The CRM adds an option with a drop-down list on the booking screen to choose where the patient heard about the practice and the practice will be able to draw statistics from this data for marketing purposes. For example, Facebook, Google, Word of mouth, Friend referral etc.
• Use Clinical Management: The Clinical Management will display a series of data that correspond to Clinical Tasks and decisions aimed at managing a patient from the EMR Form with a specific condition or disease.

Please Note: Refer to the Clinical Management related buttons at the beginning of this manual to open the related manuals on How to set up your Clinical Management on the different screens.

• New Appointment on Historic Bookings, Clinical/Invoicing: The New Appointment on Historic Booking option allows you to create follow up appointments that are linked to the previous booking.
• Booking type: The Booking type option allows you to set the default booking type that the historic booking will be made with eg. Consultation/Follow Up.

• Create/View Popup on Viewing of Posted Invoices: The Create/View Popup on Viewing of Posted Invoices setting will pop up a screen to ask if you want to view the Invoice that was already posted on that specific day or create a new invoice. 
• Booking type: The Booking type option allows you to set the default booking type that the new booking will be made with eg. Consultation/Follow Up.

• Wait Time Calculation - ignore early arrival time: The Wait Time Calculation setting will ignore the Arrived status and calculate the time from the booking start time. 

• Sync this Diary with other calendars: Other applications can import bookings from this diary using this URL. Click on the link or related button at the beginning of this manual to open the Sync GoodX Diary with Google Calendar Manual on How to sync the GoodX Diary on other calendars.  

 

• Click on Close to exit the Settings screen without saving.

• Click on Save to save the new Settings.