Course Diary Admin to Clinical Information (Desktop App)

Section outline

• Select section Diary Admin to Clinical (Desktop App)

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  Diary Admin to Clinical (Desktop App)

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  The Desktop App user manuals under this section of the Learning Centre are for functions that are used in the business processes from Appointments to Clinical Information.

  
  
• Select section Introduction & Versions

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  Introduction & Versions

  • Select activity Diary User Preferences

    

    Diary User Preferences Page
  • Select activity User Preferences: General Tab

    

    User Preferences: General Tab Page
  • Select activity User Preferences: Medical/Paramedic Tab

    

    User Preferences: Medical/Paramedic Tab Page
  • Select activity User Preferences: Diary Tab

    

    User Preferences: Diary Tab Page
  • Select activity User Preference: Diary view

    

    User Preference: Diary view Page
  • Select activity User Preference: Miscellaneous

    

    User Preference: Miscellaneous Page
  • Select activity Diary Shortcuts

    

    Diary Shortcuts Page
  • Select activity MedDebs Shortcuts

    

    MedDebs Shortcuts Page
  • Select activity Change Language to Afrikaans or English

    

    Change Language to Afrikaans or English Page
  • Select activity Change Language

    

    Change Language Page
  • Select activity Switch between Entities

    

    Switch between Entities Page
  • Select activity Functions removed from version 7.8 and not available in version 8.0

    

    Functions removed from version 7.8 and not available in version 8.0 Page
  • Select activity Functions removed from version 7.6 and not available in version 8.0

    

    Functions removed from version 7.6 and not available in version 8.0 Page
  • Select activity Comparison between GoodX version 7.8 and 8.0

    

    Comparison between GoodX version 7.8 and 8.0 Page

    Webinar Tutorials about all the Functions are available in the links within this Article.
    

  • Select activity Help Information

    

    Help Information Page
• Select section Diary Administration

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  Diary Administration

  • Select activity Overview of the Diary

    

    Overview of the Diary Page

    Purpose: This is the main overview of the Diary that is meant for both the Practitioner and Receptionist. It is a quick overview of how to access the GoodX Manual, how to log into your GoodX, and the basics of the Home Screen that's applicable to the two rolls. 

  • Select activity Build Tables / Maintain Timeslots

    

    Build Tables / Maintain Timeslots Page
  • Select activity Diary Navigation (Desktop)

    

    Diary Navigation (Desktop) Page
  • Select activity Diary Statuses

    

    Diary Statuses Page
  • Select activity Diary Colours

    

    Diary Colours Page
  • Select activity Enable Colours

    

    Enable Colours Page
  • Select activity Status Colours - Legend

    

    Status Colours - Legend Page
  • Select activity Enabling of the Sidebar

    

    Enabling of the Sidebar Page
  • Select activity Widgets on the Sidebar

    

    Widgets on the Sidebar Page
  • Select activity Use of the Sidebar in the Diary

    

    Use of the Sidebar in the Diary Page
  • Select activity Diary Filter

    

    Diary Filter Page
  • Select activity Apply best fit to column

    

    Apply best fit to column Page
  • Select activity Reset Grid layout

    

    Reset Grid layout Page
  • Select activity Theatre / Surgery

    

    Theatre / Surgery Page
  • Select activity New Time slot

    

    New Time slot Page
  • Select activity Fix timeslot

    

    Fix timeslot Page
  • Select activity Delete Time slot

    

    Delete Time slot Page
  • Select activity Timeslot History

    

    Timeslot History Page
  • Select activity Multi Doctor View Screen

    

    Multi Doctor View Screen Page
  • Select activity Save Layout for Multi-diary View

    

    Save Layout for Multi-diary View Page
  • Select activity Add a Treating Doctor

    

    Add a Treating Doctor Page
  • Select activity Edit a Treating Doctor

    

    Edit a Treating Doctor Page
  • Select activity Add a Referring Doctor

    

    Add a Referring Doctor Page
  • Select activity Default Service Centre and Type of Appointment

    

    Default Service Centre and Type of Appointment Page
  • Select activity Add Place of Service (New Service Centre)

    

    Add Place of Service (New Service Centre) Page
  • Select activity List of entities

    

    List of entities Page
  • Select activity Help Information

    

    Help Information Page
  • Select activity Make Doctor Active

    

    Make Doctor Active Page
  • Select activity Make a Doctor Inactive

    

    Make a Doctor Inactive Page
• Select section Debtors & Patients

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  Debtors & Patients

  There are different debtor types, example:

  1. Normal (Private or Medical Aid patient)
  2. Insurance
  3. IOD.

  For every insurance examination and IOD case per Normal Debtor, a new electronic patient file must be created.

  • Select activity Debtor List

    

    Debtor List Page
  • Select activity Fuzzy Debtor Search (version 8.0)

    

    Fuzzy Debtor Search (version 8.0) Page
  • Select activity Debtor Status List

    

    Debtor Status List Page
  • Select activity Create New Normal Debtors

    

    Create New Normal Debtors Page
  • Select activity Linking a Debtor to a Transaction Group

    

    Linking a Debtor to a Transaction Group Page
  • Select activity Create New Insurance Debtor

    

    Create New Insurance Debtor Page
  • Select activity Create WCA and RMA Debtors

    

    Create WCA and RMA Debtors Page
  • Select activity Create a Non-medical Debtor

    

    Create a Non-medical Debtor Page
  • Select activity Create New Debtors and Dependants - Using the Import Data function

    

    Create New Debtors and Dependants - Using the Import Data function URL
  • Select activity Add Dependants

    

    Add Dependants Page
  • Select activity Dependant Type

    

    Dependant Type Page
  • Select activity Patient Validation and Data Imports

    

    Patient Validation and Data Imports URL
  • Select activity View or Update Debtor Information

    

    View or Update Debtor Information Page
  • Select activity View or Update Patient/Dependant Information

    

    View or Update Patient/Dependant Information Page
  • Select activity Change Debtor Type (Normal, IOD, etc.)

    

    Change Debtor Type (Normal, IOD, etc.) Page
  • Select activity Duplicate Debtors

    

    Duplicate Debtors Page
  • Select activity Make a Patient Inactive (New Medical Aid)

    

    Make a Patient Inactive (New Medical Aid) Page
  • Select activity Make a Patient Inactive (Deceased)

    

    Make a Patient Inactive (Deceased) Page
  • Select activity Copy Debtors - New Medical Aid

    

    Copy Debtors - New Medical Aid Page
  • Select activity Copy Debtor to another Medical Aid

    

    Copy Debtor to another Medical Aid Page
  • Select activity Copy Debtor to another Entity

    

    Copy Debtor to another Entity Page
  • Select activity Add an Employer

    

    Add an Employer Page
  • Select activity Add Insurance Agents

    

    Add Insurance Agents Page
  • Select activity File Cover Sheet

    

    File Cover Sheet Page
  • Select activity Custom Labels: Signata / Patient File / Hospital Case

    

    Custom Labels: Signata / Patient File / Hospital Case Page
  • Select activity Print patient label

    

    Print patient label Page
  • Select activity Postal Codes

    

    Postal Codes Page
  • Select activity Log: Data Changes

    

    Log: Data Changes Page
  • Select activity Debtor Document Manager (Doc Man)

    

    Debtor Document Manager (Doc Man) Page

    To save Documents eg. ID and Medical Aid Card.

    Can be accessed from MedDebs and the Diary.

    
    

• Select section Appointments

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  Appointments

  • Select activity Search

    

    Search Page
  • Select activity Waiting List

    

    Waiting List Page
  • Select activity Book New Patient

    

    Book New Patient Page
  • Select activity New Walk-in Patient

    

    New Walk-in Patient Page
  • Select activity New Insurance Examination

    

    New Insurance Examination Page
  • Select activity New Insurance examination: Walk-in

    

    New Insurance examination: Walk-in Page
  • Select activity Book Existing Patient

    

    Book Existing Patient Page
  • Select activity Book Walk-in Patient (Existing Patient)

    

    Book Walk-in Patient (Existing Patient) Page
  • Select activity Insurance Examination (Existing Patient)

    

    Insurance Examination (Existing Patient) Page
  • Select activity Insurance examination: Walk-in (Existing Patient)

    

    Insurance examination: Walk-in (Existing Patient) Page
  • Select activity Theatre Bookings

    

    Theatre Bookings Page
  • Select activity Other Appointments

    

    Other Appointments Page
  • Select activity Arrival of Existing Patient

    

    Arrival of Existing Patient Page
  • Select activity Arrival of New Patient

    

    Arrival of New Patient Page
  • Select activity Un-arrive of Patient

    

    Un-arrive of Patient Page
  • Select activity Treated

    

    Treated Page
  • Select activity Treatment not complete

    

    Treatment not complete Page
  • Select activity Follow up functions

    

    Follow up functions Page
  • Select activity Extend an Appointment

    

    Extend an Appointment Page
  • Select activity Cancel Appointment

    

    Cancel Appointment Page
  • Select activity Postpone Appointment

    

    Postpone Appointment Page
  • Select activity Cancel a range of appointments

    

    Cancel a range of appointments Page
  • Select activity Move Appointments

    

    Move Appointments Page
  • Select activity Copy Appointments

    

    Copy Appointments Page
  • Select activity Copy as Text

    

    Copy as Text Page
  • Select activity Change Reason for Appointment

    

    Change Reason for Appointment Page
  • Select activity Get new patient fixed data

    

    Get new patient fixed data Page
  • Select activity Range of Appointments

    

    Range of Appointments Page
  • Select activity Waiting Room

    

    Waiting Room Page
  • Select activity Emergency Appointment (Walk-in)

    

    Emergency Appointment (Walk-in) Page
  • Select activity Change Status of Appointment: Emergency / Normal

    

    Change Status of Appointment: Emergency / Normal Page
• Select section Communication

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  Communication

  • Select activity Message Book

    

    Message Book Page
  • Select activity Notebook

    

    Notebook Page
  • Select activity Autotext: Notebook

    

    Autotext: Notebook Page
  • Select activity Example SMS Templates

    

    Example SMS Templates Page
  • Select activity SMS to selected Debtors on Age Analysis

    

    SMS to selected Debtors on Age Analysis Page
  • Select activity Reminder SMS/Email of Appointment (Diary)

    

    Reminder SMS/Email of Appointment (Diary) Page
  • Select activity Batch Transactions: SMS History

    

    Batch Transactions: SMS History Page
  • Select activity Batch Transactions: E-mail History

    

    Batch Transactions: E-mail History Page
  • Select activity General Statement Message

    

    General Statement Message Page
  • Select activity Task List (MedDebs)

    

    Task List (MedDebs) Page
  • Select activity Repeatable Tasks

    

    Repeatable Tasks Page
  • Select activity Print Task Lists

    

    Print Task Lists Page
  • Select activity Task List (Diary)

    

    Task List (Diary) Page
  • Select activity Birthday List

    

    Birthday List Page
  • Select activity SMS From Notebook

    

    SMS From Notebook Page
• Select section Clinical Information

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  Clinical Information

  • Select activity To Access the Patient Clinical Information

    

    To Access the Patient Clinical Information Page
  • Select activity Clinical Information (Allergies / Chronic Info)

    

    Clinical Information (Allergies / Chronic Info) Page
  • Select activity Clinical Notes

    

    Clinical Notes Page
  • Select activity Clinical Reports

    

    Clinical Reports Page
  • Select activity History

    

    History Page
  • Select activity Deleted Allergies

    

    Deleted Allergies Page
  • Select activity Patient Documents

    

    Patient Documents Page
  • Select activity Medical Certificate (Sick Note)

    

    Medical Certificate (Sick Note) Page
  • Select activity Autotext: Clinical Reports

    

    Autotext: Clinical Reports Page
  • Select activity Prescription Letter

    

    Prescription Letter Page
  • Select activity Reprint of Script copy

    

    Reprint of Script copy Page
  • Select activity Tooth History (Dentists)

    

    Tooth History (Dentists) Page