GoodX Web Settings

Entity Settings are set per Entity and not per user to customize the program to the specific needs of the Practice. The entity settings will determine how functions are set up and work per entity.

The purpose of creating and enabling the Document types is to encourage the Practice to go Paperless. This setting will allow you to scan and upload all documents and papers into the GoodX system and group the documents into certain types.

To access the Settings:

• From the Diary screen, click on the Settings button in the top right corner.
  

• Click on Entity Settings

• Click on the Document Settings Panel.

• Document Classification: Any document that needs to be scanned and uploaded onto a patient/debtor's file eg. ID / Medical Aid Card. 
• Name: The name of the document that needs to be uploaded eg. Medical Aid Card/ID (the Practice can set up their own names)
  
• GoodX Type: The type of document eg. Financial/Practice/Personal etc. 
• Tick box: Tick the box next to the document type if you want that specific document to be a required document in the Practice. The Patient file will indicate when the required documents have not been loaded onto the file yet.
• You can set up Document types for the Debtor (Main Member file), the Patient or Printouts (all other documents). When the documents are uploaded you will select who it is for and it will then indicate if its a Debtor, Patient or Printout document. 

• Add a new Type (+): click on the 'Add a new Type' button to add/create a new type. You can give your type a Name, select a GoodX type and tick the box to enable it for practice use. 

• Click on Save to save the new Settings.

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