Topic outline
Web App Reports
It is vital for any Medical Practice that the Practice Manager ensures that the Critical Business processes are successfully completed. This will reduce the risk of all kinds of losses, eg Data loss and Financial losses.
The following diagram gives an Overview of the Internal Controls that need to be performed on a regular basis. The Controls are performed by:
- Generating the relevant Reports available on the GoodX Software System;
- Analysing & Interpreting the information in the Reports; and
- Responding to the information, by eg making corrections on the system OR implementing Management decisions based on the information to make the Practice more profitable.
The Best Practice Guidelines Booklet can be found under Guidelines on the Home page.
The Internal Controls diagram is divided into six time periods (daily, weekly, monthly etc) during which the Internal Controls are to be performed.
Actions and Reports that share a common emphasis are grouped together into Segments, eg cash reconciliation includes petty cash and cash collected at the cash registers.
Segments are grouped together within the time periods so that the Practice Manager will be able to see at a quick glance which controls must be performed during which time period. As the financial year proceeds, following the Diagram's flow will assist the Practice Manager to complete all the necessary tasks and Reporting to complete the whole year's Internal Controls.
Take Note:
- The GoodX Web App's reporting functionality can be extended with the reporting functionality in the GoodX Desktop App. The GoodX Desktop App is extremely customisable and we therefore provide a link at the bottom to the Desktop App Reports for your convenience.
- The Reports are listed according to the periods and segments from left to right and marked with the segment names.
- See the index of reports.
- Reports are found in either the Diary Module or the MedDebs Module. The heading will clarify in which Module the Report can be generated.
- The Best Practice Guidelines Book can be found under Guidelines on the Home page.
- Make sure you understand the terminology used for generating and interpreting the reports correctly.
Web App Reports
The reports for the Web App can be found under the Web App Reports book on the home page of the Learning Centre.
Desktop App Reports
You are welcome to Navigate to the GoodX Desktop App Reports from the Book Case on the Home page or Click on this link.