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 

• You will be directed to the User preferences screen 
• Click on the Medical/Paramedic Tab

• Display Transaction Post Result
  

• Always (Report): This option will display the Summarised billing, after the billing was posted, with an indication if the invoice was posted successfully or if it has failed.

• Only errors: This option will only display the summarised billing if there were any errors after posting and will no post the transaction

• Always (Message): This option will only show a pop-up message after the billing was posted ex. One Transaction posted successfully 

• Display patient allergies when capturing Invoices
  

• An allergy warning is displayed when invoicing, should a patient's allergies be documented in the Patient Information 

• Test for generic equivalents when capturing invoices

• If there is a generic equivalent for a medication invoiced, the message will pop up to inform the user of such. This is mostly the case with Formularies

• Capturing Diagnosis

• No Diagnosis: You will not have the option to select the diagnosis code on the invoice screen (Hospitals will always choose this option as the diagnosis is linked to the case)
• Choose Diagnosis: You will need to choose the ICD-10 code on the invoice capturing screen (Medical Practices will always choose this option)
• Diagnosis as on price list: This option will only be selected if the diagnosis codes are linked to the pricelists (this is only applicable to certain specialities - the ICD-10 code linked to the item will be added) 

• Validating Diagnosis

• Validate after each code: Validate whether each code is a valid ICD-10 code ( does the code match the gender of the patient or if the procedure or medication used can be billed on that specific ICD-10 code 
• Validate entire code selection: Validate whether all the codes used are valid after everything has been captured before you post the invoice 

• Capture signata when invoicing medicine

• A Signata is a description of how the prescribed medication should be taken by the patient. This option allows the user to capture the signata or not

• Capture time when invoicing anaesthetic time codes
  

• This function enables the user to capture the time (13:00-15:00) of the anaesthetics instead of the duration (120 minutes)

• Print debtor invoice when posting invoices
  

• When ticked, the debtor invoice will print on posting of the invoice 

• Print debtor statement when posting invoices
  

• When selected, the debtor statement will print on posting of the Invoice

• Print debtor statement on dependant post
  

• A statement is printed after a dependant is invoiced and posted (F3 key on the keyboard -shortcut )

• Default on: Print prescription labels 

• When selected, the medicine labels will print by default on posting of the Invoice

• Default on: Print Medicine Prescription

• When selected, the medicine prescription will print by default on posting of the Invoice

• Default on: Print Medicine Summary label

• When selected, the medicine summary label will print by default on posting of the Invoice

• Use Main Member info on a Patient input screen

• When ticked, the info captured on the Debtor Input screen is imported as the first patient on the Patient Input screen.

• Close EDI when resending transactions
  

• When resubmitting a claim via EDI (from the account query screen), the batch automatically closes

• Display number of transactions posted in Cashbook
  

• The number of transactions in the Cashbook is displayed

• Realtime EDI options available: GoodXSwitch
• This will be the options available to you when using GoodXSwitch 

• NB: Choose only one or the other :
• ALWAYS ''Send Now'', after ...  seconds of waiting: Send the claim to the Medical Aid automatically after a chosen amount of seconds 

OR

• Send Now, do not wait: Will send a claim immediately 
• Send Now, wait for feedback: Will Send it immediately and provide feedback immediately, if possible 
• Send Later: Will allow you to send your claim later 

• Click on OK  when satisfied with your settings to save

• Click on Cancel to close the screen or cancel - your settings will not save