GoodX Web Settings

Why Use This Function:

An Assistant is a trained medical professional who supports the Practitioner during clinical procedures. Their responsibilities include conducting physical examinations, diagnosing and treating illnesses, ordering and interpreting tests, counselling Patients on preventive care, assisting during examinations, treatments, or surgical procedures, preparing equipment, and ensuring that procedures run smoothly and safely. Because the Assistant directly participates in billable clinical activities, their details must be correctly captured in the system.

Setting up a Medical Assistant allows the Practice to accurately record who assisted in each procedure, which is essential for billing, compliance, and reporting. It ensures that the correct assistant fees are charged, that procedure records are complete, and that the Practice maintains a clear audit trail of everyone involved in the Patient’s care.

💡Please Note: Assistants are set up per Entity, making their details visible and available to all users within that specific Entity on the Assistants List.

• This user manual will start on the Settings screen, User 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 to expand.

• Click on the Assistant Setup panel to expand.

Add a New Assistant Practitioner

• Click on the Add or Edit Assistant Practitioners button.
  

• The Assistant Practitioners screen will open.

• Click on the Add New Practitioner button.

• Complete the fields to add the new Practitioner:
  

• Title: The formal title of the practitioner. In this case, it can vary (Mr, Ms, Sister, Dr, etc.) depending on the assistant you are adding.
• Initials: The initials of the practitioner, taken from the first letter or letters of their first and middle names.
  
• Name: The first name of the Assistant Practitioner.
  
• Surname: The surname of the Assistant Practitioner.
  
• Practice No.: The Practice number issued by the BHF (Board of Healthcare Funders). This identifies the Practitioner or Practice when claims are submitted.
  
• Council No. The professional registration or council number of the assistant is registered. This depends on the Practitioner type and the regulatory body they fall under.
  
• Type: The category or role of the Practitioner. In this case, it would be Assistant, but may include other support roles depending on system configuration.
  
• Telephone No.: The Practice landline number or the assistant’s direct line, if applicable.
  
• Cellphone No.: The personal or professional cellphone number of the assistant.
  
• Fax No.: The fax number for the Practice or Practitioner. Often optional if fax is not used.
  
• Email: The email address of the Assistant Practitioner to whom communication can be sent.
  
• Physical Address: The physical location of the Assistant Practitioner. This is usually the Practice address or the location where the Practitioner works.
  
• Postal Address: The postal address of the Assistant Practitioner. This can be different from the physical address.
• Code (Physical): The postal code associated with the physical address.
  
• Code (Postal): The postal code associated with the postal address.
  
• Qualification: The formal qualifications of the Assistant Practitioner, such as certificates, diplomas, or degrees relevant to their role.
  
• Status: Indicates whether the Practitioner is currently Active (available and in use) or Deleted (removed from the system).
  
• Medibase Status: Shows whether this Practitioner’s details are linked or not linked to Medibase for validation or lookup purposes.
  

💡Please Note: Not all fields need to be completed. These details must be carefully checked to ensure they are accurate, as all claims submitted to the Medical Aid utilise this information. If any key detail, such as the Practice Number, is incorrect, the claims will not be paid to the Practice.

• Click on the Save button when done, and the details are completed.  
  

• Once an Assistant Practitioner has been created, the new Practitioner's information will be visible in the Assistant Setup panel.

Edit an Assistant Practitioner

•  Click on the Add or Edit Assistant Practitioner button. 

• The Assistant Practitioners screen will open.

• Click on the Edit button to edit your desired Practitioner.

• The Add/Edit Practitioner screen will open.

💡Please Note: If you need to update or change any details for the Assistant Practitioner, please ensure you have selected the correct Practitioner before clicking Edit.

• Click on the Delete button to delete the selected Practitioner.

• Click on the Unlink from Medibase button to remove the association with the Medibase system.

• Click on the Save button to save the new Settings.