Timeslot History

Timeslot history is a function where a user can view the historical record and all the changes that have taken place on a specific timeslot.

  • The contents of this User Manual will consist of the following information:
    • View 
    • Print

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



The Diary screen will open.




View

  • Right Click on the specific timeslot of which the history would like to be seen.
    • Click on Other options from the drop-down menu.
    • Click on Timeslot History Log from the submenu.


  • The Log Fixed Data Change screen will open. 
    • This is where the history of the specific time slot can be seen.


  • The columns provide information about the following: 
    • Action Date: Date and Time when the changes were made. 
    • Appointment Date: The date that the patient visited the practice or when the appointment was booked for. 
    • User: The person who was responsible for making the booking or making any changes to the booking. 
    • Action: All the changes that were made to the booking. 
    • Deb: The debtors' account number.
    • Deb name: The name of the Debtor, the person who is responsible for the account. 
    • Pat Name: The name of the patient for who the booking was made.
    • Doctor: The treating doctor name. 
  • Click on View on the menubar to change the way the list is viewed by selecting an option from the menu.


    • Expanded: Expands the view of the list. 
    • Collapsed: Shrinks the view after it has been expanded.


Print

  • Click on Print, to print the history log of the specific timeslot. 

  • The Specify Columns To Print screen will open. 
    • Check the boxes of the columns that would like to be printed. 


  • Click on Next when satisfied with the selection that has been made.


  • A preview of the report will show on the screen. 
    • The following options will be available for the report:
      • Email: Email the list. 
        • Email Options: This allows the user to choose how the report is attached. 
          • HTML: Send the email with an HTML link.  
          • PDF: Attaches the report in a .pdf format to the email. 

      • Print Preview: Preview how the list will look when a hard copy is printed. 

      • Save: Save a digital copy to the computer. 

      • Page Setup: Opens the page setup screen. 

      • Print: Prints a hard copy to the Set-up printer.

      • Close: Closes the screen and returns to the List screen. 

  • Click on Done to close the screen and return to the main Diary screen.




Last modified: Tuesday, 2 March 2021, 9:47 AM