Services





Why Use This Function:

Setting up services within the Settings section is a crucial step in laying the groundwork for seamless operations across your Practice or Entity. From facilitating smooth and professional communication to ensuring accurate invoicing and streamlined claim submissions, this configuration underpins every core function. It also enables efficient payment processing and effective call management. By properly configuring these services, you not only enhance operational efficiency but also ensure full compliance with system requirements, helping your Practice run reliably, compliantly, and with minimal disruption.


The Contents of This User Manual:

  • Testing SMS and Email Services
  • Viewing Test Status


  • This user manual will start on the Settings screen.

  • Click on the Entity Setup tab.

sa

    • The Entity Setup screen will open.


💡Please Note: The 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.

  • 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.
  • Fax: Enables you to send documents as paper copies.
💡Please Note: Some services may require additional setup or activation by GoodX Support before they become fully functional. Ensure to liaise with the support team when enabling features like VoIP or WhatsApp integration.

Testing SMS and Email Services

Under the Actions column, test buttons allow you to check whether the SMS and Email services are functioning correctly after activation.

  • Click the Test button next to the relevant service.

test

  • An Attention! pop-up will appear prompting you to enter a cellphone number.

dw

  • Alternatively, an Attention! pop-up will appear asking you to enter an email address.
w

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

ok


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

wd

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

Viewing the Test Status

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

  • Time Out: The test was not completed within the expected time.

  • Busy: The system is still processing the test.

  • Done: The test was completed successfully.

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

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

s

    • Click on the Save button to save your changes.

save

💡Please Note: If the email is not in your Inbox, please check your spam folder.


Last modified: Wednesday, 16 July 2025, 11:07 AM