GoodX Web Settings

Why Use This Function:

The Settings function provides access to important services such as SMS communication, emailing, invoicing, managing claims, processing payments, and dialing. It ensures that Entities can configure and manage their operational settings efficiently. Access is available from the Diary screen by clicking the Settings button and navigating to the Entity Setup tab.

The Contents of This User Manual:

• Access from the Diary Screen
• Service Activation
• Testing SMS and Email Services
• Completing the Test

• This user manual will start on the Settings screen.

• For more information regarding the Settings screen, please refer to the user manual: How to Navigate the Settings Screen.

• Click on the Entity Setup tab.

• The Entity Setup screen will open.

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

💡Please Note: Take note that Entity Setup is set per entity to customise the program to the specific needs of the Practice. 

• Click on the Services panel.

• The Services panel will expand.

• An explanation will be given of the Services panel:

Service Activation

To enable or disable a service, simply tick or untick the box next to each option:

• SMS – Activates the ability to send SMS messages from the system.

• Emailing – Enables email functionality for sending electronic communication.

• Whatsapp – Enables Functionality for Whatsapp.

• Invoicing – Allows the creation and management of invoices within the system.

• Switching – Enables medical aid switching and access to relevant medical aid information.

• Payments – Activates functionality for processing and managing payments.

• Dial – Enables the system’s voice calling feature for telephonic communication.

💡Please Note: These functions can be turned on or off by ticking or unticking the box next to the service, based on the Practice’s needs.

Testing SMS and Email Services

💡Please Note: Under the Actions column, you’ll find test buttons that allow you to check whether the SMS and Email services are functioning correctly after activation.

• Click the Test button next to the relevant service (SMS or Email).

• An attention pop-up will appear.

• For SMS, enter a valid mobile number.

• For Email, enter a valid email address.

Completing the Test

• After entering the valid cell phone number or email address, click the OK button.

• A Test Services pop-up will appear to display the status of the SMS or email being tested.

• Allow the system a moment to complete the tracking process.

💡Please Note: This step ensures that the communication service is successfully reaching its destination.

Viewing the Test Status

The Status will indicate the current stage of the tracking process. Possible statuses may include:

• Time Out – The test did not complete within the expected time.

• Busy – The system is still processing the test.

• Done – The test has completed successfully.

Once the status shows Done, click the OK button to close the pop-up and complete the process.

SMS Test:

• When the SMS test is successful, the following message will be delivered to the mobile device:

Email Test:

• If the email test is successful, the user will receive an email with the same confirmation message:

• Click on the Save button to save your changes.

💡Please Note: This email will either be in your inbox or spam folders.