Navigation Wheel



Why Use This Function:

The Navigation Wheel makes navigation easier for you to go to where you would like to work on the system and is divided into segments based on the various modules available on GoodX Web. The Navigation Wheel is completely customisable to your needs by only configuring the specific segments that you will use and have access to. The Learning Centre and The Client Portal can also be accessed directly from the Navigation Wheel.

💡Please Note: This is the default set-up of the Navigation Wheel and the Navigation Bar items can be customised to the needs and preferences of the Practice. When a segment is greyed out, the segment is either still in development or not available to you due to access restrictions.

The Navigation Wheel is a new permanent feature that is located in the top left-hand corner of the screen next to the Practice logo from which you can select a segment (module) to access all the different menus for the features that are available in GoodX Web.

💡Please Note: The Navigation Wheel can be hidden, but you should take note that no other features or menus will be available, other than what is on the specific segment which has been set as the default. For more information on how to hide the Navigation Wheel, please refer to the user manual: Hidden function of the Navigation Wheel.

The Contents of This User Manual:

  • Configuration Segment (Green)
  • Diary Segment (Teal)
  • Debtors Segment (Blue) 
  • Communication Segment (Indigo)
  • Hospital Segment (Purple) 
  • Stock Segment (Pink)
  • Creditors Segment (Red)
  • Accounting Segment - Still in Development
  • Reports Segment (Yellow) 
  • Custom Segment (Charcoal) 
  • Learning Centre 
  • Client Portal

  • This user manual will start on the Diary screen.


  • Click on the Navigation Wheel on the Navigation Bar to access the different segments (modules) and their menus within GoodX Web. 


  • The Navigation Wheel will open.


💡Please Note: The Navigation Wheel is available from all modules for easy navigation between the different modules. Each segment represents a Module.

  • The Navigation Wheel is divided into segments. 
    • An explanation will be given for each segment and which features can be accessed from the segment:

Configuration Segment (Green)

Configuration is the management of certain features within the GoodX Web to allow you to manage the software to the specific needs of the Practice. For example, you will be able to access the Cash Register, Medical Aid List, Practitioner Setup, Audit Log, Smart Stickers Setup, Workflow Event Config, User Management and Profile Setup info from the Configuration segment.



  • For an extensive explanation of the functionality and features which are available on the Configuration Segment, please refer to the user manual: Configuration Segment.
Diary Segment (Teal) 

The Diary segment offers the ability to access and manage the Patients' information all from one screen, from the time a booking is made, the Patient arrives at the Practice and even after the Patient has consulted with a Practitioner. The Diary segment is the most versatile segment in the GoodX Web App. An Electronic Diary allows you to manage the workflow at the Practice and the Practitioner's time. An Electronic Diary keeps a record of all bookings, transactions, and events which happen daily, by means of time slots. For example, you will be able to access the Theatre Manager, Dashboard, Patient Identifier, Clinical Reports, Hospital Round List (if applicable) and the Inbox from the Diary segment.

  • For an extensive explanation of the functionality and features which are available on the Diary Segment, please refer to the user manual: Diary Segment. 

Debtors Segment (Blue) 
The Debtors segment allows you to manage and access Debtor and Patient information and capture multiple transactions without making a booking on the diary first. For example, you will be able to access the Debtors Statements, Multi Invoice, ERA Management, Invoice Management, Debtor Validation, Patient Identifier, CRM and Clinical Reports from the Debtors segment.

  • For an extensive explanation of the functionality and features which are available on the Debtors Segment, please refer to the user manual: Debtors Segment. 

Communication Segment (Indigo)

Communication is the key to managing a Practice successfully. Using the communication segment allows for the sending, receiving and management of information relating to the communication of Debtors and Patients and/or Medical Aid. You are able to access all the features which relate to communication. For example, Switch History, ERA Management, Tasks, Inbox, CRM, Admin Event History and Instant Messaging from the Communication segment.

  • For an extensive explanation of the functionality and features which are available on the Communication Segment, please refer to the user manual: Communication Segment.


Hospital Segment (Purple) 

Specifically for Hospitals, sub-acute and Day Clinics. The Hospital segment allows you to manage all the aspects of a successful medical facility from the Hospital segment. Only Practices who are registered as a Hospital entity will have access to the features of the Hospital segment, which includes the Diary, Hospital Case List, Theatre Manager, Bed Management, Recurring Service Management, Meal Management, and Kitchen.

  • For an extensive explanation of the functionality and features which are available on the Hospital Segment, please refer to the user manual: Hospital Segment.

Stock Segment (Pink)

Stock Management gives the Practice the ability to keep track of how much stock is in their inventory at any given time. Stock Management can also be used to ensure the funds of the business are not spent on unnecessary products and the correct stock is available to treat Patients. 


  • For an extensive explanation of the functionality and features which are available on the Stock Segment, please refer to the user manual: Stock Segment.


Creditors Segment (Red)

A Creditor is an entity, a company or a person of a legal nature which has provided goods, services, or a monetary loan to a Practice. Creditors refer to the party which has delivered a product or service and is owed money by one or more Debtors. Once a Creditor has delivered the goods/service, the payment is expected at an agreed-upon date. Using the Creditors segment will allow you to manage and set up Creditors and Transaction Task List within the Practice.


  • For an extensive explanation of the functionality and features which are available on the Creditors Segment, please refer to the user manual: Creditors Segment.


Accounting Segment - Still in Development
The purpose of Accounting is to report on all financial transactions within a financial period and reflects the cash flow of the Practice. The information is used to make decisions about how to manage the Practice. 


  • Once the Accounting segment is active, the colour of the segment will change. You will then be able to click on the segment to access and use the Accounting features. 
💡Please Note: The Accounting Module on the Web App is currently still in development and is only available on the GoodX Desktop App. Please refer to the book on the learning centre home page: Accounting Management.


Reports Segment (Yellow) 

A report is a document which organises and presents certain data for the purpose of gathering specific information. Reporting within the Practice is a fundamental part of managing Patients, and ensuring a Practice is financially stable. You are able to access all the features relating to reporting, such as Reports, Dashboard, CRM, Invoice Management, Admin Event History, Switch History, Credit Control Management, Audit Log and Clinical Reports from the Reports segment. 

 

  • For an extensive explanation of the functionality and features that are available on the Reports Segment, please refer to the user manual: Reports Segment.

Custom Segment (Charcoal) 
Allows you to select specific Navigation bar items that suit the needs of the Practice. The custom segment will allow you to only access the functions and features relating to the duties of that specific role or user within the Practice. 

  • The Custom segments' Navigation bar will need to be set up with the preferred features that suit you, for setup up please refer to the user manual: General Settings.


💡Please Note: The Navigation settings will need to be set up per Practice. For more information, please refer to the user manual: Navigation (Wheel) Settings.

  • For an extensive explanation of the functionality and features which are available on the Custom Segment, please refer to the user manual: Custom Segment.

Learning Centre
The GoodX Learning Centre gives you access to frequently updated user manuals and tutorial videos on how the software works, which enables you to help yourself to use the software to its maximum benefit.

  • Click on the Learning Centre icon in the center of the Navigation Wheel.





💡Please Note: You are able to log in with your username and password or view the Learning Centre as a guest.


Client Portal 

The GoodX Client Portal allows registered users to log and view support requests (tickets) in the GoodX Management System when they are experiencing issues or would like to make requests regarding development and to give feedback on the services received.

  • Click on the Client Portal icon in the center of the Navigation Wheel.


Last modified: Wednesday, 26 March 2025, 7:29 AM