Reports Segment



A Report is a document that 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 that a Practice is financially stable. The user is able to access all the features that relate to reporting, such as Report History, Report Dashboard, Customer Relations Manager, Invoice Management, Admin Event History, Switch History, Audit Log and Clinical Reports from the Reports segment. 

The Reports segment forms part of the Navigation Wheel. For more information regarding the functionality of the Navigation Wheel, please refer to the user manual: Navigation Wheel.

Please Note: This is the default set-up of the segment and the Navigation Bar items can be customised to the needs and preferences of the Practice. For more information regarding the customisation of the segment please refer to the user manuals: General Settings and Navigation (Wheel) Settings.

  • The contents of this user manual will consist of the following information:
    • Reports
    • Dashboard
    • CRM
    • Invoice Management
    • Credit Control Management 
    • Admin Event History 
    • Switch History 
    • Audit Log
    • Clinical Reports
  • Log in to the GoodX Web App with your GoodX username and password.
  • The Diary screen will open.


  • Click on the Navigation Wheel.


  • The Navigation Wheel will expand.


  • Click on the Reports segment.
  

  • The Dashboard screen will open. 


    • An explanation will be given for each tab available on the Report Navigation Bar:

Reports
Allows the user to access the Report Data of all reports that have been generated.

  • Click on the Reports tab.


  • The Report History screen will open.

    • For an extensive explanation of the different Reports on GoodX Web, please refer to the book on the Learning Centre home page: Web App Reports. 

Dashboard
An overview of the statistics of all the reports that are available for the Practice or Practitioner. The reports can be generated directly from the Dashboard screen.

  • Click on the Dashboard tab.


  • The Dashboard screen will open.


    • For an extensive explanation of how the Dashboard works, please refer to the user manual: Reports.
CRM
The Customer Relation Manager enables a user to send to build and send bulk SMSes and Emails to Patients. For example, if twelve Patients are booked for the next day an SMS can be sent out reminding them of the appointment. This function can also be used for outstanding amounts on files as well as Birthday wishes. 

  • Click on the CRM tab.


  • The Build Bulk Email/SMS screen will open.
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 report screen.

  • Click on the Invoice Management tab.


  • The Invoice Management screen will open.


    • For more information regarding Invoice Management, please refer to the user manual: Invoice Management.
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.

  • Click on the Credit Control Management tab.


  • The Credit Control Management screen will open.
Admin Event History
All SMS's and Emails that have been sent can be accessed from the Admin Event History screen. Users will be able to view all communication that has been sent to a Debtor or Patient like Booking Reminders, Payment Requests, Patient Surveys, Clinical Documents etc. The user will be able to see if the communication that was sent went through successfully and resend already sent communications.

  • Click on the Admin Event History tab.


  • The Admin Event History screen will open.

Switch History
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. 

  • Click on the Switch History tab.


  • The Switch History screen will open.


    • For more information regarding how the Switch History screen works, please refer to the user manual: WA: EDI Switch History.
Audit Log
An event register for all transactions and what actions were performed on a specific transaction. GoodX can investigate why triggers did not take place, maybe due to a Setup issue. An Audit Log gives the user information about when actions were triggered in the software and the details of the user who performed the actions.

  • Click on the Audit Log tab.


  • The Audit Log screen will open.


    • For more information regarding how the Audit Log screen works, please refer to the user manual: Audit Log. 
Clinical Reports
Allows the Practitioner to access summaries of Pathology results and Chronic Script Expiry. 

  • Click on the Clinical Reports tab.


  • The Pathology screen will open.
    • 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.


  • Click on the Chronic Script Expiry sub-tab.
    • Allows the user to access a list of all the Chronic Scripts that have been issued to advise the age of the script and how many repeats are still available and when the scrips will expire.


    • The Chronic Script Expiry screen will open.


      • For an extensive explanation of how the Chronic Script Expiry screen works, please refer to the user manual: Clinical Reports.
Last modified: Thursday, 31 August 2023, 2:26 PM