GoodX Web Settings

• Log in to the GoodX Web App with your GoodX username and password.
• The Diary screen will open. 

• Click on the Settings button in the top right corner.

• Click on the User Settings tab. 

• Click on the General Settings panel to expand the settings.

• The General Settings panel will expand.

• Scroll down to the Navigation section.

Hide Navigation Wheel

Allows the user to hide and unhide the Navigation Wheel. Hiding the Navigation Wheel, will remove the Navigation Wheel from the menubar and will allow the user to only work on the default screen that has been set up. 

• Tick the Hide Navigation Wheel checkbox to hide the Navigation Wheel. 

• For more information on Hiding the Navigation Wheel, please refer to the user manual: Hidden function of the Navigation Wheel.

Default Menu

The menu that the user would like to be displayed by default when they log in to the GoodX Web App.

• An explanation will be given for each option:

• Default Menu: The navigation bar that will open by default when the user logs into GoodX Web.
• Click on the Default Menu drop-down menu to select which navigation bar will open by default. These are the main segments that can be chosen, and each segment has its own respective navigation menu.

• Click on the desired option to make a selection. 

Menu Default Screen

The default screen which will be displayed that will correspond to the navigation menu when each of the Navigation Wheel segments is opened. For a more detailed explanation of each segment, please refer to the user manual: Navigation Wheel.

• Click on the corresponding Menu Default Screen drop-down menu to select which screen will be displayed when a specific segment is opened.
  
  
• Configuration: Allows the user to access the  Cash Register, Audit Log, Doctors, DAMA Setup and Workflow Event Type info.  Configuration is the way components are assembled to make up the GoodX system.

• Select an option from the list that has become available for the screen that will open by default, for example, when the Cash Register Management Screen is selected every time the user clicks on the Configuration segment the Cash Register Management Screen will open. 
  

• Cash Register Management Screen: The screen that is used to set up the cash register, for more information on this screen, please refer to the user manual: The Cash Register.
  
• Audit Log Screen: The screen where the event log for each invoice and what actions were performed on that specific invoice is. For more information regarding how the Audit Log screen works, please refer to the user manual: CCA Audit Log.
  
• Dama Setup Screen: The screen that is used to set up the Disease Administration and Management Assistant. For more information regarding the Dama setup, please refer to the user manual: DAMA.
  
• ERA Management Screen: The screen where Electronic Remittance Advice management is done. For more information regarding how the ERA Management screen works, please refer to the user manual: WA: ERA's (Electronic Remittance Advice).

• Diary: An Electronic Diary keeps a record of all bookings, transactions and events that happen daily, using time slots.
  

• Select an option from the list that has become available for the screen that will open by default, for example, when the Any Diary Screen is selected every time the user clicks on the Dairy segment the main Diary screen will open. 
  

• Any Diary Screen: The screen of the main Diary. For an extensive explanation of the Diary screen, please refer to the user manual: Overview of the Diary.
  
• Theatre Manager Screen: The Main screen of the Theatre manager. For an extensive explanation of the Theatre Manager, please refer to the user manual Theatre Manager Overview.
  
• Dashboard Screen: The overview of the statistics screen of all the reports that are available. For an extensive explanation of how the Dashboard works, please refer to the user manual: Reports.
  
• Clinical Reports Screen: The Pathology Interface is used to access and view the pathology reports from one screen. The user can also manage the results straight from this screen by sending SMS's and emails, calling the patient, or editing/viewing tasks and the pathology report.  For an extensive explanation of how the Clinical Reports work, please refer to the user manual: Clinical Reports.

• Debtors: A debtor is a person who is responsible for the payment of the account. 
  

• Select an option from the list that has become available for the screen that will open by default, for example, when the Debtor Management Screen is selected every time the user clicks on the Debtors segment the Debtors List Screen will open. 
  

• Debtor Management Screen: The screen with a list with all the demographic information of the Main Members and Dependants on the system. For more information regarding the Debtors Management screen, please refer to the user manual: Debtor List.
• Debtor Statement Screen: The screen that allows the user to generate and print /download statements. For more information regarding the Debtors Statement, please refer to the user manual: Debtor Statement. 
• Era Management Screen: The screen where Electronic Remittance Advice management is done. For more information regarding how the ERA Management screen works, please refer to the user manual: WA: ERA's (Electronic Remittance Advice).
  
• Invoice Management: Allows the user to generate a report based on the Invoices that have been created in the system. This includes posted, temporary and estimate invoices, the user is also able to send bulk SMSes, Emails, and Payment links directly from the invoice management screen.
• CRM Screen: The Customer Relation Manager screen enables a user to send to build and send bulk SMSes and Emails to patients. For more information regarding how to send bulk SMSes and Emails, please refer to the user manual: Booking Reminder SMS/Email. 
• Clinical Reports Screen: The Pathology Interface is used to access and view the pathology reports from one screen. The user can also manage the results straight from this screen by sending SMS's and emails, calling the patient, or editing/viewing tasks and the pathology report.  For an extensive explanation of how the Clinical Reports work, please refer to the user manual: Clinical Reports.

• Communication: Allows the user to access all the features that relate to communication with the patient and/or Medical Aid. 

• Select an option from the list that has become available for the screen that will open by default, for example, when the Switch History Screen is selected every time the user clicks on the Communication segment the Switch History Screen will open. 
  

• Hospital: This segment is specifically for hospitals and clinics, and will only be available for these types of entities. 
  

• Select an option from the list that has become available for the screen that will open by default, for example, when the Any Diary Screen is selected every time the user clicks on the Hospital segment the main Diary screen will open. 
  

• Any Diary Screen: The screen of the main Diary screen. For an extensive explanation of the Diary screen, please refer to the user manual: Overview of the Diary.
  
• Case Management Screen: The screen where vase management is done. A case is where a patient is admitted to the hospital/day clinic/rehab for a certain medical condition or procedure. For an extensive explanation of the Case Management screen, please refer to the user manual: Case Management Screen Overview.
  
• Theatre Manager Screen: The screen where Theatre Management is done, which will assist the Practice in managing their Theatre bookings. For an extensive explanation of the Theatre Manager, please refer to the user manual: Theatre Manager Overview.
  
• Bed Management Screen: The screen that assists the hospital in managing the total number of patients that the hospital can assist, where the patients are in the hospital, and how many beds are occupied or unoccupied. For an extensive explanation of Bed Management, please refer to the user manual: WA: Bed Management Overview. 
  
• Recurring Service Management Screen: The screen that allows the user to set up services that are used frequently on a recurring basis. For an extensive explanation of Recurring Services, please refer to the user manual: WA: Recurring Services Management Overview.
  
• Meal Management Screen: The screen that allows the user to set up meals that will be available for patients to order whilst admitted to the hospital. This feature is still in development.
  
• Kitchen: The screen that shows what meals have been ordered by patients, will display on the Kitchen screen. This feature is still in development.

• Reports: A report is a document that organises and presents certain data for the purpose of gathering specific information.
  

• Select an option from the list that has become available for the screen that will open by default, for example, when the Dashboard Screen is selected every time the user clicks on the reports segment the Dashboard screen will open. 
  

• Dashboard Screen: The screen that gives the user an overview of the statistics of all the reports that are available for the practice or practitioner. For an extensive explanation of how the Dashboard works, please refer to the user manual: Reports.
  
• CRM Screen: The Customer Relation Manager screen enables a user to send to build and send bulk SMSes and Emails to patients. For more information regarding how to send bulk SMSes and Emails, please refer to the user manual: Booking Reminder SMS/Email. 
• Invoice Management: Allows the user to generate a report based on the Invoices that have been created in the system. This includes posted, temporary and estimate invoices, the user is also able to send bulk SMSes, Emails, and Payment links directly from the invoice management screen. 
• Credit Control Management: Assists the practice to manage the business processes within the practice that are associated with the collection of outstanding debt from Medical Aids and/or Patients. The function will be used for assisting in Credit Control/Debt collection, SMS, Emails and Cycle steps are pre-defined. The CCA keeps all communication in connection with the account of the patient between a patient/medical aid and practice. For more information regarding the Credit Control Assistant, please refer to the user manual: Credit Control Assistant (Automated Credit Control) Setup.
  
• Admin Event History: The history of all SMS's and Emails that have been sent can be accessed from the Admin Event History screen. For more information regarding how the Admin Event History Screen works, please refer to the user manual: SMS/Email/Notebook History: Admin Event History.
  
• Switch History: The screen with all the information about when the claim of the patient's visit was Switched and sent to the medical aid, the response to the claim, rejections and reversals. For more information regarding how the Switch History screen works, please refer to the user manual: WA: EDI Switch History.
  
• Audit Log: The screen where the event log for each invoice and what actions were performed on that specific invoice is. For more information regarding how the Audit Log screen works, please refer to the user manual: CCA Audit Log.
• Clinical Reports Screen: The Pathology Interface is used to access and view the pathology reports from one screen. The user can also manage the results straight from this screen by sending SMS's and emails, calling the patient, or editing/viewing tasks and the pathology report.  For an extensive explanation of how the Clinical Reports work, please refer to the user manual: Clinical Reports.

• custom: The screen that will open when the custom segment is opened. Allows the user to select specific Navigation bar items that suit the needs of the user and the practice. 
  

• Select an option from the list that has become available for the screen that will open by default, for example, when the Any Diary Screen is selected every time the user clicks on the Custom segment the main Diary screen will open. 
  

• Any Diary Screen: The screen of the main Diary screen. For an extensive explanation of the Diary screen, please refer to the user manual: Overview of the Diary.
  
• Debtor Management Screen: The screen with a list with all the demographic information of the Main Members and Dependants on the system. For more information regarding the Debtors Management screen, please refer to the user manual: Debtor List. 
  
• Task Screen: The screen where a user is able to create tasks for staff members. For more information regarding how to send bulk SMSes and Emails, please refer to the user manual: Task Lists. 
  
• Theatre Manager Screen: The screen where Theatre Management is done, which will assist the Practice in managing their Theatre bookings. For an extensive explanation of the Theatre Manager, please refer to the user manual: Theatre Manager Overview.

Custom Menu 

Allows the user to select specific Navigation bar features to suit their needs or the needs of the practice.

• Click on the + Add screen button.

• A new screen drop-down menu will be added to the list of screens that will be added to the custom Navigation bar. The Any Diary screen will be selected by default.

• Click on the AnyDiaryScreen drop-down menu to select the screen the user would like to add to the custom Navigation bar. 

• Click on an option to make a selection.
  
  
• The selected option will now appear in the drop-down menu as the screen that will open the custom Navigation bar.

Please Note: The order of the screens will be in the order as they have been added. The order of the screens can be changed.

• Click on the +Add dropdown button.

• A new Dropdown field will open will be added to the list where a few screens can be placed under a custom drop-down menu.

• Click on the Dropdown field to change the name of the custom menu.

• Click on the +Add screen button to add a screen to the new drop-down menu.

 

• A new screen drop-down menu will be added to the list of screens that will be added to the custom drop-down menu. The Any Diary Screen will be selected by default.

• Click on the AnyDiaryScreen drop-down menu to select the screen the user would like to add to the custom drop-down. 

• Click on an option to make a selection.
  
  
• Click on the corresponding red delete button to delete the screen that has been added.

• Click on the selector icon next to the screen that the user would like to move to a different position on the list.

• Drag the screen drop-down menu up or down to move the position of the screen on the list and drop to keep the position that the screen drop-down was moved to. 

• Click on the Close button to exit the settings screen and return to the Diary screen without saving any of the changes that have been made.

• Click on the Save button to save the settings that have been set up and return to the main Diary screen.