Diary Administration to Communication (Web App)

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The Audit Diary is used by the Medical billing Bureaus as an admin tool.

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

• Click on the Diary Types drop-down in the top right corner to access the different views of the Diary. 

• The drop-down menu will open.

• Click on the Audit Diary option.

• The Audit Diary screen will open.

• Click on the Filter Options panel.

• The Filter Options panel will expand.

• Additional fields will be explained below.

• Diaries: All diaries available for auditing will be under the Diaries drop-down list.

• Debtor Search: The search function makes it easier for users to locate and access Debtors or Patients instead of having to scroll through the list especially if it's a big Practice with a lot of Debtor files. 

• From: The specific date from which the user would like to start the auditing process.
• Click on the From field to open up a Date Picker.

• Choose the relevant date to start the auditing process from.

Please Note: The date in blue is the selected date, and the date in orange is the current date. The default date will always be seven days prior to the current date.

• To: The specific date that the user would like the auditing process to end. 
• Click on the To field to open up a Date Picker.

• Choose the relevant date to end the auditing process.

• Invoiced: The current billing status of a booking. 
• Click on the Invoice drop-down menu.

• All: The Diary will show all of the bookings regardless of their invoice status.
• Not Posted: The bookings that have not had their invoices posted will be listed.
• Temporary: Only bookings with temporary invoices will be listed.
• Estimate: Bookings that currently only have estimates will be listed.
• Posted: Bookings with posted invoices will be filtered. 

• Choose the relevant invoice status to filter the bookings by.

• Advance Search: xx

• Diary Name: The diary linked to a treating Practitioner, which has been selected for an audit.

• Booking Statuses: Group the bookings by the current point at which the booking is running, for example, Booked, Arrived, Ready, etc. 

• Booking Types: Group the bookings by the category of the booking, for example, Consultation, Walk-in, Emergency, etc. 

• Multiselect Mode: