Diary Admin to Clinical Information (Desktop App)

Topic outline

• 

  Diary Admin to Clinical (Desktop App)

  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.

  
  
• 

  Introduction & Versions

  • Diary User Preferences Page
  • User Preferences: General Tab Page
  • User Preferences: Medical/Paramedic Tab Page
  • User Preferences: Diary Tab Page
  • User Preference: Diary view Page
  • User Preference: Miscellaneous Page
  • Diary Shortcuts Page
  • MedDebs Shortcuts Page
  • Change Language to Afrikaans or English Page
  • Change Language Page
  • Switch between Entities Page
  • Functions removed from version 7.8 and not available in version 8.0 Page
  • Functions removed from version 7.6 and not available in version 8.0 Page
  • Comparison between GoodX version 7.8 and 8.0 Page

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

  • Help Information Page
• 

  Diary Administration

  • 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. 

  • Build Tables / Maintain Timeslots Page
  • Diary Navigation Page
  • Diary Statuses Page
  • Diary Colours Page
  • Enable Colours Page
  • Status Colours - Legend Page
  • Enabling of the Sidebar Page
  • Widgets on the Sidebar Page
  • Use of the Sidebar in the Diary Page
  • Diary Filter Page
  • Apply best fit to column Page
  • Reset Grid layout Page
  • Theatre / Surgery Page
  • New Time slot Page
  • Fix timeslot Page
  • Delete Time slot Page
  • Timeslot History Page
  • Multi Doctor View Screen Page
  • Save Layout for Multi-diary View Page
  • Insert bookmark Page
  • Add a Treating Doctor Page
  • Edit a Treating Doctor Page
  • Add a Referring Doctor Page
  • Default Service Centre and Type of Appointment Page
  • Add Place of Service (New Service Centre) Page
  • List of entities Page
  • Help Information Page
  • Make Doctor Active Page
  • Make a Doctor Inactive Page
• 

  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.

  • Debtor List Page
  • Fuzzy Debtor Search (version 8.0) Page
  • Debtor Status List Page
  • Create New Normal Debtors Page
  • Linking a Debtor to a Transaction Group Page
  • Create New Insurance Debtor Page
  • Create WCA and RMA Debtors Page
  • Create a Non-medical Debtor Page
  • Create New Debtors and Dependants - Using the Import Data function URL
  • Add Dependants Page
  • Dependant Type Page
  • Patient Validation and Data Imports URL
  • View or Update Debtor Information Page
  • View or Update Patient/Dependant Information Page
  • Change Debtor Type (Normal, IOD, etc.) Page
  • Duplicate Debtors Page
  • Make a Patient Inactive (New Medical Aid) Page
  • Make a Patient Inactive (Deceased) Page
  • Copy Debtors - New Medical Aid Page
  • Copy Debtor to another Medical Aid Page
  • Copy Debtor to another Entity Page
  • Add an Employer Page
  • Add Insurance Agents Page
  • File Cover Sheet Page
  • Custom Labels: Signata / Patient File / Hospital Case Page
  • Print patient label Page
  • Postal Codes Page
  • Log: Data Changes Page
  • Debtor Document Manager (Doc Man) Page

    To save Documents eg. ID and Medical Aid Card.

    Can be accessed from MedDebs and the Diary.

    
    

• 

  Appointments

  • Search Page
  • Waiting List Page
  • Book New Patient Page
  • New Walk-in Patient Page
  • New Insurance Examination Page
  • New Insurance examination: Walk-in Page
  • Book Existing Patient Page
  • Book Walk-in Patient (Existing Patient) Page
  • Insurance Examination (Existing Patient) Page
  • Insurance examination: Walk-in (Existing Patient) Page
  • Theatre Bookings Page
  • Other Appointments Page
  • Arrival of Existing Patient Page
  • Arrival of New Patient Page
  • Un-arrive of Patient Page
  • Treated Page
  • Treatment not complete Page
  • Follow up functions Page
  • Extend an Appointment Page
  • Cancel Appointment Page
  • Postpone Appointment Page
  • Cancel a range of appointments Page
  • Move Appointments Page
  • Copy Appointments Page
  • Copy as Text Page
  • Change Reason for Appointment Page
  • Get new patient fixed data Page
  • Range of Appointments Page
  • Waiting Room Page
  • Emergency Appointment (Walk-in) Page
  • Change Status of Appointment: Emergency / Normal Page
• 

  Communication

  • Message Book Page
  • Notebook Page
  • Autotext: Notebook Page
  • Example SMS Templates Page
  • SMS to selected Debtors on Age Analysis Page
  • Reminder SMS/Email of Appointment (Diary) Page
  • Batch Transactions: SMS History Page
  • Batch Transactions: E-mail History Page
  • General Statement Message Page
  • Task List (MedDebs) Page
  • Repeatable Tasks Page
  • Print Task Lists Page
  • Task List (Diary) Page
  • Birthday List Page
  • Placeholders Page
  • SMS From Notebook Page
• 

  Clinical Information

  • To Access the Patient Clinical Information Page
  • Clinical Information (Allergies / Chronic Info) Page
  • Multi-Patient Allergy Linking Page
  • Clinical Notes Page
  • Clinical Reports Page
  • History Page
  • Deleted Allergies Page
  • Patient Documents Page
  • Medical Certificate (Sick Note) Page
  • Autotext: Clinical Reports Page
  • Prescription Letter Page
  • Reprint of Script copy Page
  • Tooth History (Dentists) Page
  • Clinical: Estimates Page