GoodX Web Settings

Privileges

Please Note: Each role in the Practice will have different access, depending on their responsibilities for more information regarding different roles in the Practice, please refer to the chapter in the Best Practice Guidelines: Healthcare Practice Management & POPIA Compliance Framework: Web App Roles & User Access.

• Tick the checkbox of the desired user privilege which the user will have.
  

• Untick the checkbox to remove the privilege from the user.
  

• An explanation will be given for each Privilege option:

Please Note: Privilege Options will be categorised alphabetically. 

• Administrator Invoice Post: 
• admitting_procedure.create: The user is able to create Procedures which are used to admit Patients to the Hospital. For more information regarding Admitting procedures, please refer to the section: Admitting Procedure in the user manual: How to Create a New Hospital Case.
• Base User: A standard or typical user of the system without any specialised privileges or additional features.
• Bed Management: Assists the Hospital in managing the total number of Patients the Hospital can assist, where the Patients are in the Hospital, and how many beds are occupied or unoccupied. Bed Management can be used to assist in the organising of the Hospital. Patients can be moved to different beds, rooms, and wards from here. A Patient can also be discharged from the Bed Management screen and Recurring Services can be allocated. Users will have full access to Bed Management features. For more information regarding Bed Management, please refer to the user manual: Bed Management Screen: Navigation and Use. This permission also enables the Bed Management screen.
• bed_patient_transfer.create: Users will have the ability to move Patients from one Bed/Ward to another Bed/Ward or is able to transfer the Patient out of the Hospital to another facility. For more information regarding how to transfer a Patient to a New Ward/Bed, please refer to the user manual: Transferring a Patient to a New Ward/Bed.
• bed_patient_transfer.read: The user will have the ability to view the Bed Transfer of a Patient.
• bed_patient_transfer.update: The user will be able to update and transfer a Patient who is already in a bed to a new Ward/Bed. For more information regarding how to transfer a Patient, please refer to the user manual: Transferring a Patient to a New Ward/Bed.
• bed.update: 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. This also enables certain screens and features that are accessible directly from the Bed: Kitchen Management, Meal Management and Recurring Services.
• Billing Management: Managing and administering the Billing and Invoicing activities of the Practice. Involves tasks related to generating Invoices, tracking payments, managing accounts, and ensuring accurate and timely billing for services provided to Patients.
• billing_item.create: Allows the user to create new Billing Items and Enables the Billing Setting screen. For more information on creating new billing items, please refer to the user manual: Add Item.
• billing_item.update: Allows the user to make changes to Billing items. For more information on how to make changes to billing Items, please refer to the user manual: Edit Item.
• Booking Management: Making bookings and overseeing the booking process at the Practice. Users will be able to make and manage bookings, from the initial enquiry to the end of the booking process, when the booking has been finalised.
• booking_status.create: Booking Statuses assist with the Patient flow of the Practice, users are able to see where a Patient needs to go next within the booking process. For more information regarding how to set up Booking Statuses for the Practice, please refer to the user manual: Booking Status Setup.
• booking_status.update: Updating the status of a booking will ensure that users are able to see where the Patient is currently within the booking Patient flow process of the Practice. For more information regarding how to advance the status of a Patient, please refer to the user manual: Advancing the Status of a Booking.
• booking_type.create: Used to indicate what type of appointment the Patient made to see the Practitioner, for example, Consultation, Telemed, Follow-up etc. Practices can create Booking Types which suit the needs of the Practice. For more information on how to create new booking types, please refer to the user manual: Booking Types.
• booking_type.update: Allows the user to change the Booking Type of the Patient's booking, for example, if the wrong Booking Type was selected.
• booking.create: The ability to make and save bookings. For more information regarding how to create and save a booking, please refer to the user manuals: Book New Patient and Book Existing Patient.
• booking.update: To edit the information of a booking which has already been created.
• Case Management: Hospitals and emergency Room facilities use Cases. A case is a global term for the entire process when a Patient is admitted to the Hospital. Users will be able to create and manage the entire case process from start to finish.
• Cash Register Admin: Manages the processes and practices involved in effectively and efficiently handling and overseeing the use of Cash Registers in the Practice. Involves various tasks related to the operation, security, and maintenance of cash registers and cash transactions. For more information regarding the use of the Cash Register, please refer to the user manual: The Cash Register.
• cash_register_session.create
• cash_register_session.read
• cash_register_session.update
• cash_register.create
• cash_register.update
• clinical_procedure.create
• clinical_procedure.update
• Clinical: All medical relevant notes, forms and examinations, which Healthcare providers can make and/or complete for a Patient. For more information regarding how Clinical information can be captured, please refer to the user manual: Clinical Screen Overview.
• Credit Note: When billing was captured incorrectly a Credit Note will be issued to be able to redo the transaction. Users will be able to process and capture Credit Notes. For more information on how to capture a Credit Note, please refer to the user manual: Invoice Corrections: Credit Notes.
• credit_control_group.create
• credit_control_group.read
• credit_control_group.update
• credit_control_status.create: Allows the user to create new statuses within the Credit Control Manager. For more information regarding the statuses of the Credit Control Assistant, please refer to the user manual: CCA: Statuses.
• credit_control_status.read
• credit_control_status.update
• credit_note.create
• credit_note.read
• creditor_group.create
• creditor_group.read
• creditor_group.update
• creditor.create: Allows the user to add a new supplier to the system, who supplies goods and services to the Practice. Once a Creditor has delivered the goods/service, the payment is expected at an agreed-upon date. For more information regarding how to create a Creditor, please refer to the user manual: WA: Creating a Creditor/Supplier.
• creditor.read: Grants the user access to view the demographic information of the Creditors who have already been set up on the system.
• creditor.update: Allows the user to edit and make changes to an existing supplier, which has already been set up at the Practice.
• dashboard.read
• Debtor Patient Management: Manage and access Debtor and Patient information and capture multiple transactions without making a booking on the Diary first. Users will have full access to the Debtors Segment on the Navigation Wheel. For more information regarding all the features of the Diary module, please refer to the user manual: Debtors Segment.
• debtor_statement_profile.create: A specific access level or permission of the system, which grants users the ability to create Debtor Statement Profiles. Allows users to generate and configure Debtor statements, which contain information related to the financial status, transactions, and account statements of Debtors.
• debtor_statement_profile.read: Grants users the ability to view Debtor Statements or profiles. Allows users to access and retrieve information related to the financial status, transactions, and account statements of debtors.
• debtor_statement_profile.update: A specific access level or permission of the system, which grants users the ability to update Debtor Statement Profiles. Allows users to make changes to existing Debtor Statement Profiles. For more information regarding Debtor Statement Profiles, please refer to the user manual: Debtor Statement Profile List.
• debtor.create: Creating a Debtor will allow the user to create a new electronic file for a person who is responsible for the payment of the account. For more information regarding how to Create a New Debtor, please refer to the user manual: Create New Debtor.
• debtor.statement
• debtor.update: Gives the user the ability to make changes to, edit and update the demographic information of the Debtor with the most up-to-date details. For more information regarding how to View or Update Debtor and Patient Information, please refer to the user manual: View or Update Debtor and Patient Information.
• Diary Management: The process of making bookings and coordinating the electronic diary of the Practice. Users will have full access to the Diary segment. For more information regarding all the features of the Diary module, please refer to the user manual: Diary Segment.
• diary.create: Allows the user to set up the Diary of the Practice.
• diary.update
• docman_file.create
• docman_file.read
• docman_file.update
• Doctor Management: Manage the information relating to the Practitioners at the Practice.
• doctor.create
• doctor.create: Add a new profile for a Practitioner at the Practice, if they have not yet been created. For more information regarding how to create a new Practitioner, please refer to the user manual: List of Doctors.
• doctor.update_admin: Grants the user access to be able to change and edit the demographic details of all the Practitioners registered on the system. For more information regarding Practitioners of the Practice, please refer to the user manual: List of Doctors.
• doctor.update: Grants the user access to be able to change and edit the demographic details of all the Practitioners registered on the system. For more information regarding Practitioners of the Practice, please refer to the user manual: List of Doctors.
• document_class.create
• document_class.update
• document_type.create
• document_type.update
• Documents: Access to be able to upload and view document files uploaded to the system.
• Download Documents Files: The ability to be able to save files from the system to the user's device, which was previously uploaded.
• Edit Era Header and Payments: Allows the user to make changes to the Electronic Remittance Advice header and manage, update and revise the ERA. For more information regarding how ERA Management works, please refer to the user manual: WA: ERA Management Screen Overview.
• employer.create: An Employer is a person or company that renumerates staff members for the work that they do. Employer's details will be added to the Debtor's file to keep record of where the Debtor works. For more information on how to Create a New Employer, please refer to the user manual: Create New Employer.
• employer.update: Allows the user to make changes to the information of the Employer, which has already been captured on the system.
• EMR Stage 1: Users are able to capture information within the First stage of the Emergency Room Form.
• EMR Stage 2: Users are able to capture information within the Second stage of the Emergency Room Form.
• EMR Stage 3: Users are able to capture information within the Third stage of the Emergency Room Form.
• EMR Stage 4: Users are able to capture information within the Fourth stage of the Emergency Room Form.
• EMR Stage 5: Users are able to capture information within the Fifth stage of the Emergency Room Form.
• EMR Stage 6: Users are able to capture information within the Sixth stage of the Emergency Room Form.
• EMR Stage 7: Users are able to capture information within the Seventh stage of the Emergency Room Form.
• EMR Stage 8: Users are able to capture information within the Eighth stage of the Emergency Room Form. 
• EMR Stage 9: Users are able to capture information within the Ninth stage of the Emergency Room Form.  For more information regarding the EMR Form, please refer to the user manual: EMR Form Overview.
• Entity Management: An Entity is a financial organisation that is unique to a specific Practice number, each Practice number will require their own entity in the GoodX system. Group Practices will have one global Practice number which will allow them to have one entity with many Practitioners of different specialities under the same entity, a Practice will need to be registered as a group Practice in order to be able to operate under one entity. Non-Medical businesses will not require a Practice number for an entity on the GoodX system. Allows the user to maintain and set up each Entity at the Practice. For more information regarding how to manage the settings of an Entity, please refer to the chapter: Entity Settings.
• entity.update: Grants the user the ability to make changes to the information of the Entity as set up on the system. For more information on how to make changes to the Entity Settings, please refer to the Web App settings chapter: Entity Settings.
• era.create
• era.update
• hospital_case_auth.create: Allows the user to create new Medical Aid authorisation numbers for Debtors/Patients. For more information regarding authorisation, please refer to the user manual: WA: Case Screen - Authorisation.
• hospital_case_auth.delete: Grants the user access to remove an authorisation number from the Hospital Case.
• hospital_case_auth.update: Allows the user to capture and update Medical Aid authorisation numbers for Debtors/Patients. For more information regarding authorisation, please refer to the user manual: WA: Case Screen - Authorisation.
• hospital_case_doctor.create
• hospital_case_doctor.read
• hospital_case_doctor.update: Allows the user to change the Practitioner on a Hospital Case.
• hospital_case_fixed_fee.create
• hospital_case_fixed_fee.read
• hospital_case_fixed_fee.update
• hospital_case.cancel
• hospital_case.create: Allows users to add a new Hospital Case. For more information regarding how to create a Case, please refer to the user manual: WA: Create a New Hospital Case.
• hospital_case.read: Allows the user to view all the details of the Hospital Case.
• hospital_case.update: Allows users to maintain and edit the information on a Hospital Case. For more information regarding how to create a Case, please refer to the user manual: WA: Create a New Hospital Case.
• hospital_round.create: Creating a Hospital Round List assists the Practitioner in managing the care of their Patients whilst in Hospital. Users will have the ability to add a new list to the Hospital Round Management. For more information regarding how to create a Hospital Round List, please refer to the user manual: Hospital Round Management (Overview).
• hospital_round.read: Allows the user to view the Hospital Round List.
• hospital_round.update: Making changes to the Hospital Round List enables users to edit and make notes on an existing list. Users will have the ability to edit, update and make changes to the Hospital Round List. For more information regarding how to make changes to a Hospital Round List, please refer to the user manual: Hospital Round Management (Overview).
• invoice.create:
• invoice.post:
• Invoice.post_admin:
• invoice.read:
• invoice.switch
• invoice.update
• Invoicing: A document used to bill a Patient for services rendered. Users will be able to create and bill Invoices and will have access to all features regarding the Invoice. For more information regarding the Invoice screen, please refer to the user manual: The Invoice Screen.
• Journal: A journal will be done to deduct amounts from the Patient's account for a specific reason, such as Small Balance Write-Off, Settlement Discount, Bad Debt Write-Off, Bad Debt Recovered, Hand Over and Interest. Journals are not to be used to rectify incorrect invoices or receipts. Using Journals to fix errors will cause incorrect reporting, as Journals do not correct turnover and cashflow reports. Users will have access to be able to issue and capture Journals on a Debtors account. For more information regarding Journals, please refer to the user manual: Journals.
• journal.create
• journal.read
• journal.update
• ledger.create: Allows the user to manage and add new custom ledgers. For more information on how to create a new ledger, please refer to the user manual: Add a New Ledger.
• ledger.read
• ledger.update: Grants the user access to manage and maintain the Ledgers of the Practice which has already been created.
• medical_history.read: Gives the user access to be able to view the Patient's Medical History.
• medical_history.update: Allows the user to access, view, add and edit the Patient's Medical History. For more information regarding a Patient's Medical History please refer to the user manual: Medical History.
• mouth.create
• mouth.read
• mouth.update
• patient_classification.create
• patient_classification.update
• patient_link_group.create
• patient_link_group.update
• patient_tag.create
• patient_tag.update
• patient.create: Create a Patient Patient profile for new Patients. For more information on how to create a new Patient, please refer to the user manual: Add New Dependants.
• patient.update: Make changes to an existing Patient. For more information regarding how to View or Update Debtor and Patient Information, please refer to the user manual: View or Update Debtor and Patient Information.
• privilege_group.create:
• privilege_group.read:
• privilege_group.update:
• purchase_task.create:
• purchase_task.post:
• purchase_task.read:
• purchase_task.update:
• Reallocate Receipts: Enables the user to reassign a receipt that was allocated or linked to the incorrect Invoice/Invoice line. The Receipt will need to be allocated to the correct Invoice/Invoice line. Linking payments to Invoices, assisting with complete and accurate record keeping in the Practice. For more information regarding how to Reallocate Receipts, please refer to the user manual: Reallocation (linking) of Receipt.
• receipt.correction
• receipt.create
• receipt.post
• receipt.read
• receipt.update
• Receipting: The process of generating and issuing Receipts for transactions or payments received. The details of a financial transaction, such as the amount paid, the date of payment, the items or services purchased, and any other relevant information will appear on the Receipt. For more information regarding the Receipt, please refer to the user manual: Patient Receipt.
• Redo Invoices: Used to correct a mistake on the Invoice by creating a credit note and recreating the transaction by applying the corrections before posting the Invoice again. For more information regarding how to Redo a Transaction, please refer to the user manual: Invoice corrections: Redo Transaction.
• Redo Receipts: To recreate or reissue a receipt for a transaction which has previously been captured. Involves generating a new receipt with updated or corrected information to replace the original receipt. For more information regarding how to redo a receipt, please refer to the user manual: Receipt Redo.
• Refund Receipts
• report_group.create
• report_group.read
• report_profile.create
• report_profile.read
• report_profile.update
• report.read
• Reporting: Generating, Analysing, and presenting information related to various aspects of the Practice's operations, performance, and Patient care. Reporting involves compiling data, interpreting, and creating reports which provide valuable insight for decision-making, quality improvement, compliance, and overall Practice management. For more information regarding Reporting, please refer to the user manual: Reports Segment.
• Reverse Receipts: The ability to reverse a Receipt transaction.
• Save Bookings: The ability to make and save bookings. For more information regarding how to create and save a booking, please refer to the user manuals: Book New Patient and Book Existing Patient.
• Save Cash Register
• script_line_macro.create: Allows the user to create script line macros from within the Script screen. For an extensive explanation of how to save script lines to a macro, please refer to the section Save Script Lines to a Macro in the user manual: Advanced Scripting & Generic Medicine.
• script_line_macro.update
• service_center.create: Creating a Service Centre allows the Practitioner to set up various locations where Patients will be treated. For more information regarding how to create service centres, please refer to the user manual: Create a Service Centre.
• service_center.update: Allows the user to make changes to Service Centres, which have already been set up for the Practice.
• session.read
• Site Admin
• stock_category.create
• stock_category.read
• stock_category.update
• stock_item.read
• stock_warehouse.create: Grants the user permission to be able to create warehouses if the Practice is set up to use stock. For more information on how to create a warehouse, please refer to the user manual: Setup of the Warehouses.
• stock_warehouse.read
• stock_warehouse.update: Allows the user to edit and make changes to the stock warehouses.
• Super User
• Super User: Has full administrative rights on the system. Advanced permissions and capabilities allow them to perform additional functions, access restricted areas, and configure settings which regular users may not have.
• Supervisor Functions: A supervisor has the ability to make changes to the global settings of the system, and give or revoke privileges of users as well as customise the system to the needs of the Practice and users. Supervisor settings can only be set up and maintained from the Desktop App. For more information regarding the Supervisor, please refer to the book on the Learning Centre bookshelf: Supervisor: Medical.
• Task Assignment: The user is able to allocate a task to the user who will be best suited to handle the task. For more information regarding how to create and assign tasks, please refer to the user manual: Create A New Task.
• template.create: Grants the user permission to set up and add new custom event templates. For more information on how Workflow event templates work, please refer to the user manual: Workflow Event Templates.
• template.read
• template.update: Allows the user to make changes to event templates, which have already been created on the system.
• theater_session.create
• theater_session.read
• theater_session.update
• tooth_modifier_override.update
• User Entity link Management
• User Entity Settings: Customises the system to the needs and preferences of all users at the Practice. For more information on the available User Entity settings, please refer to the user manual: User Entity Settings.
• User Management: The process of administering and controlling user accounts within the system. Involves tasks such as creating user accounts, assigning roles and permissions, managing user information, and ensuring the security and integrity of user data. For more information regarding User Management, please refer to the user manual: User Management.
• user_entity_link.create
• user_entity_link.read
• user_entity_link.update
• user_entity_link.update_own_settings
• user_entity_privilege_link.create
• user_entity_privilege_link.delete
• user_entity_privilege_link.read
• user.update
• workflow_event_template.create: Allows the user to create workflow events for the Patient, for example, Quicknotes, Call Events, Emails, SMSes, Tasks etc.
• workflow_event_template.update
• workflow_event_type.update
• workflow_event.create_admin
• workflow_event.create_clinical: Allows the user to create workflow events from the Clinical Case screen, for example, Sicknotes, Scripts, Pathology Requests, General Examination forms, etc.
• workflow_event.emr_stage0
• workflow_event.emr_stage1
• workflow_event.emr_stage2
• workflow_event.emr_stage3
• workflow_event.emr_stage4
• workflow_event.emr_stage5
• workflow_event.emr_stage6
• workflow_event.emr_stage7
• workflow_event.emr_stage8
• workflow_event.read_clinical: Gives the user the ability to read and view the Patient clinical notes which the Treating Practitioner has made on the Patient file.
• workflow_event.read_emr_stage0
• workflow_event.read_emr_stage1
• workflow_event.read_emr_stage2
• workflow_event.read_emr_stage3
• workflow_event.read_emr_stage4
• workflow_event.read_emr_stage5
• workflow_event.read_emr_stage6
• workflow_event.read_emr_stage7
• workflow_event.read_emr_stage8
• workflow_event.restore_clinical
• workflow_event.task_assign
• workflow_event.unlock
• workflow_event.update_admin
• workflow_event.update_clinical