Creditors Management

A user is able to electronically communicate with a Creditor/Supplier with the use of Email services. An Email is a letter/message that can be sent via an internet connection, a user does need an Email address to have the ability to send Emails.

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

• Click on the Navigation Wheel.

• The Navigation Wheel will open.

• Click on the Creditors Segment on the Navigation Wheel.

• The Creditors screen will open.

• Click the desired Creditor to whom the Email will be sent.

• The Creditor Sidebar will open.

• Click on the Email button located on the Creditor Sidebar.

• The Email - Workflow Event screen will open.

• Complete the fields with the relevant information:
• To: The Email address of the Creditor who will receive the Email.
• Type in the Email address of the desired recipient or Click on the To drop-down next to the To field.

• The To drop-down menu will open.

• Select the desired Creditor who will receive the Email.

• A user is also able to select a Practitioner from the Medibase as the recipient of the Email.
• Click on the Search Medibase button next to the To field.

• The Search Medibase screen will open.

• For an explanation regarding how to search and select a Practitioner from the Medibase List, please refer to the user manual: Medibase List Search.
• Once the user has selected the desired Practitioner from the Medibase List the Practitioner's Email address will automatically be filled into the To field.

• Cc: Carbon Copy - Mailing addresses of other recipients who will also receive the Email as a reference to take note of the Email sent to the primary recipient.
• Bcc: Blind Carbon Copy - A copy of the original Email will be sent to the added mailing addresses without the primary recipient's knowledge, which is used for privacy purposes.
• Subject: A single line of text that informs the recipient what the Email is about.

• Click on the Free Text Box, once the previous fields have been completed. 
  

• Type in the message that the user wants to convey to the recipients of the Email.

Please Note: The Free Text box does not contain a character limit.

• Click on the Close button to exit the Email - Workflow Event screen without sending the Email.

Please Note: Once the Close button is clicked all the information on the Email - Workflow Event screen will not be saved.

• Click on the Send button to send the Email and exit the Email - Workflow Event screen.