Diary Admin to Clinical Information (Desktop App)

User preferences are set per user to customize the program to the specific needs of the user. The user can set the following:

1. The type of screens to be used.
2. The layout of the screens.
3. The type of system functions to be used.
4. The way the user will search for data on the system.
5. The layout of the diary.

• You can access the preferences from Any Module in the Desktop App
• The User Preferences can be found in the same place from every module

• Sign in to the GoodX Desktop using your GoodX username and password.
• From the Navigator Double Click on the Any Module 
  
  

• From the Menu Bar, Click on Program
• Click on User Preferences from the drop-down 

• Click on the Diary Tab

• Display patient details on arrival of an existing patient: 

• When an existing patient arrives at the practice and you mark the patient as arrived, the admittance screen (Deblist) will open so that you can confirm that all the patient information is still the same.

• Go to next Appointment after Invoicing: 
  

• The marker will immediately move to and select the next appointment after invoicing a patient. 

• Enable case view in theatre list 

• When this is enabled it will show all available fields in the theatre scheduling section 

• Warn if a new task has been assign to the user: 
  

• The Tasklist button in the Diary will turn red when a user assigned a new task for you.

• Centre Focused timeslot on refresh of grid

• When clicking on the refresh button on the task menu at the top of the screen, the current (now) time be centre to the middle of the diary page.  

• Display Debtor notes : Will open the Debtor Notebook, dependant on your selection 

• On Booking:
• Tick this checkbox if  you would like the patient notebook to display on booking of an appointment 
• On Arrival
• Tick this checkbox if you would like the patient notebook to display on the arrival of a patient.

• Display Message book: Will open the Debtor messages, dependant on your selection 

• On Booking:
• Tick this checkbox if  you would like the patient notebook to display on booking of an appointment 
• On Arrival
• Tick this checkbox if you would like the patient notebook to display on the arrival of a patient.

• Always display debtor notes (even of there are no notes)
• Displays the debtor note pop-up screen even if no notes have been made for the selected debtor

PLEASE NOTE: When the "Always display debtor Notes" tick is used one of the following must also be ticked:

• On booking: As you are done entering booking details 
• On arrival: As soon as you mark the patient as Arrived 

• Multi-doctor view saving: 
• Allows you to choose which diary date should it save the view for, for the next time you log in

• Default Dates to last used
• Automatically opens the diary to the date that you last used 
• Default Dates to Today
• Automatically opens the diary to the date of the current day 
• Default Dates to date from main diary 
• Automatically opens the diary on the same date as the main diary for all doctors 

• Waiting list columns: 
• Tick the columns you want to be able to view on the waiting list.
• Requested Date : The date the appointment was requested 
• Patient Name: Patients Details  
• Tel Number : Patients Telephone number 
• Description : The details provided by the patient ( complaint)
• Date/Time Added: When the patient was added to the waiting list 

• Click OK when satisfied with your settings to save 

• Click Cancel to close the screen or cancel (changes will not save)