Diary Administration to Communication (Web App)

Allows users to set up custom communication events using Workflow Event Templates to schedule them to be sent out before or after the booking takes place or at a specific time, which will be triggered when a booking is made on the diary. This saves time and allows the patient to complete forms before they visit the practice, and surveys after they have been to the practice, this also ensures that communication from the practice is automated.

• The contents of this User Manual will consist of the following information:
• Set up of Event Template Scheduling. 
• Using Booking Events. 

Setup of Event Template Scheduling 

Before Event Template Scheduling can be used, it is necessary to do the set-up thereof. 

• To set up the different templates and how to schedule them please refer to the following user manuals: 
• Booking Event Template Setup.
• Booking Type Setup.
• Workflow Event Templates.

Using Booking Events 

What will happen when a booking is made, once the Booking Events have been scheduled and set up.

• Log in to the GoodX WebApp using your GoodX username and password.
• The main Diary screen will open. 

• Make a Booking on the diary.
• For an extensive explanation on how to make a booking please refer to the user manual: Book Existing Patient.

• Once the booking has been made, all the Booking Event Templates that have been scheduled during the setup will go out automatically to the debtor/patient for who the booking was made, depending on the setup that was done.

• Check to see if the Templates that have been set up, were sent successfully.
• For an extensive explanation on how to check whether the communication was sent successfully please refer to the user manual: SMS / Email / Notebook History: Admin Event History.