Diary Admin to Clinical Information (Desktop App)

As the user enters any information in the search field and pauses for a moment, the system will search on the entered information and sort it according to probability. 

• Log in to the GoodX Desktop using your GoodX username and password.

• From the Navigator Double Click on the MedDebs Module. 

• The main MedDebs page will open.

Please Note: Fuzzy Debtor Search will need to be set up, this only has to be done once per user to set this up, please refer to the user manual: 
User Preferences: General Tab 

• On the main MedDebs screen click on the Admittance button. 

• The Main Member screen will open.

• At first, the user will notice the screen has no filters applied, so the system will by default view 15 debtors at all times.
  

Please Note: how the search method operates:

• When the practice has more than 30 Debtors where the Surname matches with for example "Smith" the system will display the Top 15 debtors with a probability closest to a 100% match.
  
• The list will decrease by adding more information to the search criteria.
  
• Probability column: This will indicate the closest possibility of the desired search results. (Defaulted near the end of the Grid, Column can be moved) 

• Start to type the name or surname in the Search text field to start the search, in this case: SMIT
  • A list will populate with all the possibilities, sorting the results from the highest to the lowest probability percentage of what is being searched for.

 

• More Specific Search: The user is looking for Gretchen Smith. 
  
• In the search text field type a partial search phrase in this case: SMITH GR
  
• A list will populate with all the possibilities, sorting the results from the highest to the lowest probability percentage of what is being searched for.

• The more information that is entered in the search field will cause the probability to change.

• The more information the list and system are given to work with the higher the probability will become until the desired result is found.
  

• Double Click on the debtor of choice to open the Input Screen. For an extensive explanation of how the Input Screen works please refer to the user:  manual: View or Update Debtor Information. 

• If the debtor still cannot be found, a new debtor will need to be added, to create a new debtor, please refer to the user manual: Create New Normal Debtors