Reports (Web App)

The Case Management Report will display a series of data that correspond to Clinical Tasks and decisions aimed at managing a patient from the EMR Form with a specific condition or disease.

• The contents of this User Manual will consist of the following information:
• Date Range
• Diary Selection
• Doctor Selection
• Results

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

• Click on the Dashboard tab on the Navigation bar.

• The Reports screen will open.

Please Note: The Case Management Report must be enabled in the Settings. Refer to the User Settings - Reports link or related button at the beginning of the Manual to open the Reports Manual on How to set up the Case Management Report. The Report must be set up per Entity. 

• Click on the Case Management panel to expand it.

• The Case Management Report will open.

Date Range

• The Date Range will allow the user to choose a From and To date to display the Case Management for one day or a certain amount of days.
  

• Click in the From date field. The From date is the start date of the Report.

• The calendar date picker will open where the user can select the From date.

• Click in the To date field. The To date is the end date of the Report.

• The calendar date picker will open where the user can select the To date.

Diary Selection

• Click on the Diary Selection drop-down arrow to open the drop-down menu, the user can select the applicable Diary to display the Case Management Report for.
  

• The Diary selected, will display in the Selected Diaries field.

Doctor Selection

• The Doctor Name and Surname can be searched in the Doctor Selection field. 

• When the user types the Name and Surname the Doctor list will appear where the user can select the applicable Doctor.

• The Refresh button will Refresh and fetch any new data or changes that were made.
  

Results

• The Case Management Results will display the Report with the details, that was completed in the EMR Form.
  

Please Note: Refer to the Billing & Administration link or the related button at the beginning of this Manual to open the Manual on How to do the Billing and Invoice from the EMR Form.

• The following information will display on the Case Management Report under the Results section. The information is pulled through from the EMR Form:

• Invoice Number: The invoice number will display the Invoice number for this specific Invoice that was posted for the Patient. An invoice number is a unique number allocated to the billing that was posted. This can be used as a system reference, in communications, and to view the audit trail of that number.
• Diary: The Diary will display the name of the Diary that the Patient was booked and the EMR Form completed. 
• Patient: The Patient will display the Name and Surname of the Patient the EMR Form was completed for and the Invoice posted.
• Booking date + time: The booking date and time will display the date and time the Patient was booked on the Diary.

• EMR Codes: The EMR Codes will display the Codes that was selected in the EMR Form under the Billing & Administration section and Added to the Invoice.

• Create Date: The Create Date will display the date and time the EMR Form was created for the Patient.
• Code: The Code column will display the Tariff Code that was selected from the Consultations and Procedures section. A Tariff Code is a code allocated to a procedure or consultation with an amount linked to the code. Tariff Codes are normally received from Medical Aids with a description and an amount per speciality. 
• Description: The Description column will display the description / name of the Tariff Code for example Clinical Interventions or Urine Dipstick.
• Quantity: The Quantity column will display the number of the Procedure that is being billed. 
• Price: The price column is the sales price for one quantity or the pack price depending on the item/consultation or procedure. The price is VAT inclusive but mark-up exclusive.
• Total Price: The Total Price is the total of all the Codes costs / prices that were added on the Invoice from the EMR Form, calculated together.
• Total Price ALL EMR billings: The Total Price ALL EMR billings is the total of all the Codes costs / prices that were added on the Invoice from the EMR Form, calculated together.

• Estimate Codes: The Estimate Codes will display the Estimates that were saved from the Invoice screen after the Codes were added to the Invoice from the EMR Form under the Billing & Administration section.

• Please refer to the EMR Codes section for a detailed explanation of the fields under the Estimate Codes.

• Posted Invoice Codes: The Posted Invoice Codes will display the Invoices that were Posted to the Patient Account from the Invoice screen after the Codes were added to the Invoice from the EMR Form under the Billing & Administration section.

• Please refer to the EMR Codes section for a detailed explanation of the fields under the Posted Invoice Codes.
  

• Total Prices across all listed bookings: The Total Prices across all bookings will display the total for the EMR Codes, Estimate Codes and Invoices Code that were billed for the Patient from the EMR Form.

• EMR Codes: The EMR Codes will display the Total Price for the Codes that was selected in the EMR Form under the Billing & Administration section and Added to the Invoice.
• Estimate Codes: The Estimate Codes will display the Total Price for the Estimate Codes that were saved from the Invoice screen after the Codes were added to the Invoice from the EMR Form under the Billing & Administration section.
• Invoice Codes: The Invoice Codes will display the Total Price for all the Invoices that were Posted to the Patient Account from the Invoice screen after the Codes were added to the Invoice from the EMR Form under the Billing & Administration section.

• Click on the Diary tab to close the Reports screen.