Triage (Web App)

Normal Express Booking is to make a new booking on the Diary for a new patient. The express booking will automatically create a debtor file.

• Log in to the GoodX Web App with your username and password
• From the Diary screen, click once on the New Booking button

• Or double click on the correct timeslot
  

• The Add/Edit Booking screen will appear, complete the correct information
  

• Complete the following information:
• Diary: Ensure that you have the correct diary, this must be the diary of the doctor that the patient wants to see.
• Type: From the drop-down, you can select the correct appointment type
• Status: The system will automatically change the appointment as Booked because the patient is standing in front of you.
• Location: From the drop-down, you have options, because the patient is standing in front of you, it will be set as None.
• Date: Ensure that you are on the current date.
• Time: Ensure that you are at the current time.
• Duration: Set by default 15 min, you are able to change the duration.
• Treating Doctor: Search for the correct treating doctor.
• Reason: This is a free text field where you can enter the reason given by the patient for the appointment.
• Service Centre: From the drop-down, you are able to select the applicable centre.
• CRM: You can ask the patient how did they hear about your practice and select the applicable answer from the drop-down.

• Capture the New Patient's Information.
• It is important that you capture all the patient's details (Full names and surname, date of birth, ID/Passport, Medical Aid and contact number.)

• Click on the SAVE button to capture the express booking.

TAKE NOTE: The express booking Add/Edit Booking screen will only display and require the Patient Details.

• The detail of the booking will reflect in the selected time slot.
  
• The file will also be opened on the system with all the details that you captured on the booking screen.