GoodX Web Settings

Why Use This Function:

Patient File Settings allow you to manage how clinical events are displayed and accessed within the system. By setting up Quick Filters, the Practice can easily narrow down and organise Patient clinical records based on specific criteria.

This helps improve efficiency when reviewing a Patient’s clinical history, reduces the time spent searching for information, and supports consistent workflows across the Practice. It ensures that information is easy to find, enhances clinical decision-making, and helps maintain smooth and efficient administration within the Practice.

The Contents of This User Manual:

• Patient File Settings
• Quick Filters

• This user manual will start on the Settings screen.

• For more information on the Settings screen, please refer to the user manual: How to Navigate the Settings screen.

• Click on the User Entity Setting tab.

• The User Entity Settings screen will open.

• For more information on the User Entity Setting screen, please refer to the user manual: User Entity Settings: Navigation and Use.

Patient File Settings

The Patient File Settings tab enables the customisation of how Patient information is presented and accessed within the system. It includes features such as Quick Filters, which enhance navigation and simplify the viewing and management of clinical events within a Patient’s file. By tailoring these settings, Practices can create more efficient workflows that align with their specific operational needs.

• Click on the Patient File Settings panel.

• The Patient File Settings panel will expand.

Quick Filters

The Quick Filters panel enables you to create custom filters for Patient clinical events, facilitating the easy location and review of specific types of information within the Patient File. By setting up these filters, you can streamline the display of clinical data, reduce manual searching, and support faster, more focused decision-making during Patient care.

• Click on the Quick Filters panel.

• The Quick Filters panel will expand.

• Click on the Add button.
  

• The Add New Quick Filter Name field will expand.

•  Enter the desired name of your New Quick Filter in the text field.

• Tick the Checkbox to mark this Quick Filter to be utilised by default.

• Click on the Trashcan button to delete this Quick Filter.

• Click on the Quick Filter panel to expand.

• Click on the Font Colour panel.

• The Colour Picker Tool will open. 

• Select the new desired colour.

• Click on the Select Clinical Types drop-down menu.

• The Select Clinical Types drop-down menu will expand.

• Select the Clinical Event Types to be filtered within the Patient File screen.

• Click on the Select Clinical Templates drop-down menu.

• The Select Clinical Templates drop-down menu will expand.

• Select the specific Clinical Templates you wish to apply.

💡Please Note: Templates can be reordered by dragging and dropping them into the desired arrangement.

• Click on the Save button to save the changes.

• The Quick Filters will be displayed in the Patient File as shown below.