Diary Administration to Communication (Web App)

Topic outline

• 

  Diary Administration to Communication (Web App)

  The Web App user manuals under this section of the Learning Centre are for functions that are used in the business processes from Appointments to Diary Administration.

  
  

  • How to access the GoodX Learning Centre for GoodX Web App URL
• 

  Introduction & Overview

  • Webinar: Introduction to GoodX & Training URL

    We provide links throughout this manual to the webinar held on 28 March 2019. The trainer was Pierre de Klerk. You are welcome to view past webinars by other trainers on fundamental training and other topics. We also have short webinars eg Scripts in a nutshell, that provide short sessions on specific topics of interest.

    Enjoy our training material from the comfort of your own office or home at a time that is suitable to your schedule.

    (To view in full screen, hover over the webinar in play mode and click on the Full Screen image in the bottom right corner.)

  • GoodX Web App Tutorials URL

    You will find all available GoodX Web App Tutorials in the GoodX Web YouTube Channel. If you subscribe to the Channel, you will receive Notifications of new tutorials explaining new functions in GoodX Web App.

    The tutorials are also available in the user manuals.

  • Tutorial: GoodX Web App Main Overview URL

    This is the Main Overview Video that is meant for both the medical practitioner and receptionist. A quick overview of How to Access the GoodX Web Online Manual, How to Log into your GoodX Web site, and the pure Basics of the Home Screen that's applicable to the two parties.
    

  • Log in to the GoodX Web App Page
  • How to Use the Floater Page
  • Debtors Transactions File
  • Navigation Wheel Page
  • Configuration Segment Page
  • Diary Segment Page
  • Debtors Segment Page
  • Communication Segment Page
  • Hospital Segment Page
  • Stock Segment Page
  • Creditors Segment Page
  • Accounting Segment Page
  • Reports Segment Page
  • Custom Segment Page
  • Automatic Logout - GoodX Web App Page
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  Diary Administration

  

  • Diary Screen Page
  • Diary: Different Views (Render Policies) Page
  • Display Options Page
  • Navigating the Different Diary Types Page
  • Multi Diary View Screen Page
  • Multi-day Diary Page
  • Audit Diary Page
  • Diary Filter Page
  • New Time Slot Page
  • Diary Sidebar: Navigation and Use Page
  • Booking Icons Explained Page
  • View Booking History Page
  • Timeslot History Page
  • List of Entities Page
  • List of Practitioners Overview Page
  • Add a Treating Practitioner Page
  • Add a Referring Practitioner Page
  • Add an Assistant Practitioner Page
  • Add a Staff Doctor Page
  • Delete a Doctor Page
  • Undelete a Doctor Page
  • Edit a Doctor Page
  • Import a Doctor Page
  • Link and Unlink a Doctor Page
  • Filter a Doctor Page
  • Medibase List Search Page
  • Download/Print Diary Page
  • myGC Features and Workflow Page
  • Grandcentral Settings (myGrandCentral Setup) URL
  • About (Diary Information) Page
  • Print Booking Label Page
  • How to Send a Custom Form Page
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  Debtors & Patients

  There are different debtor types, example:

  1. Normal (Medical Aid patient)
  2. Private
  3. Insurance
  4. IOD.

  For every insurance examination and IOD case per Normal Debtor, a new electronic patient file must be created.

  • Debtor List Page
  • Debtor Search Page
  • Advanced Debtor Search Page
  • Debtor Screen Sidebar: Navigation and Use Page
  • How to Create a New Debtor Page
  • Duplicate Debtor Warning Page
  • Create New IOD Debtor Page
  • Create Insurance Debtor Page
  • Copy Debtor/Patient Data as Text Page
  • Add New Dependants (Patients) Page
  • View or Update Debtor and Patient Information Page
  • Patient Validation, Dependant Data, New Debtor Import and Benefit Check Page
  • Debtor Documents: Navigation and Use Page
  • How to Add/Upload Debtor Documents Page
  • Patient Documents Page
  • The Patient Dashboard Page
  • Edit The Patient Dashboard Page
  • How to Add a Line Graph to the Patient Dashboard Page
  • How to Add an Image Graph to the Patient Dashboard Page
  • How to Add a Scatter Graph to the Patient Dashboard Page
  • How to Add a Text Graph to the Patient Dashboard Page
  • Outstanding Documents on Debtor and Patient Page
  • Make a Patient Inactive (Deceased/Own Medical Aid/Duplicate File) Page
  • Link Clinical Data (Copy Data) Page
  • How to use the Patient Identifier Page
  • Patient Identifier - Face Hash Button Page
  • Presentation: Patient Identifier File
  • Debtor Cover Sheet Page
  • Print Patient Label Page
  • Create New Employer Page
  • Debtor Demographic Syncvites Page
  • Debtor Demographic Syncvite Accepted Page
  • Debtor Demographic Syncvite Denied Page
  • GAP Cover Page
  • Debtor Status Page
  • Edit Employer Page
  • How to Copy Debtors and Patients to a New Entity Page
  • How to Verify Patient Bookings From the Diary Page
  • How to Verify a Patient Booking with the Patient Identifier Page
  • Grand Central Syncvite Import Screen: Navigation and Use Page
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  Appointments

  
  

  • Available Bookings Screen Page
  • Duplicate Debtors - IOD Bookings Page
  • Search for a Debtor's Booking Page
  • Book New Patient Page
  • Book an Appointment for a new Patient from the Diary Timeslot Page
  • Book an Appointment for a new Patient from the New booking button Page
  • Location linked to entity (service center) on new booking Page
  • Make a Walk-in booking for a new Debtor/Patient Page
  • New Patient - Emergency Appointment Page
  • New Insurance Examination Page
  • New Insurance Examination: Walk-in Page
  • Create New Express Booking (Normal/Private/IOD/Insurance) Page
  • Make a Booking for an Existing Patient Page
  • Automatic Booking Page
  • Book Walk-in Patient (Existing Patient) Page
  • Emergency Appointments (Existing Patient) Page
  • Insurance Examination (Existing Patient) Page
  • Insurance examination: Walk-in (Existing Patient) Page
  • Telehealth URL
  • Authorisation Setup Page
  • Book other Appointments Page
  • Advancing the Status of a Booking Page
  • Change Information on an Appointment Page
  • Change type of Appointment Page
  • Repeat Bookings Page
  • Un-Arrive a Patient Page
  • Waiting Room Page
  • Extend an Appointment Page
  • Move an Appointment Page
  • Copy Booking Page
  • Cancel an Appointment Page
  • Cancel a range of appointments Page
  • Event Template Scheduling Page
  • Booking Fields Page
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  Communication

  
  

  • Notebook Screen: Navigation and Use Page
  • Birthday SMS Page
  • Navigating the Build SMS/Email Tab Page
  • Automatic Booking Reminder SMS Page
  • Send an SMS Page
  • Actions Overview Page
  • SMS/Email/Notebook History: Admin Event History Page
  • Task Lists Screen Overview Page
  • Create A New Task Page
  • Task Item Options Page
  • Workflow Event Template: Send SMS Page
  • Workflow Event Template: Send Email Page
  • Workflow Events Overview Page
  • Instant Message Page
  • VoIP Page

    
    

  • Making a VoIP Call Page
  • Workflow Event - Call Event Page
  • Auto Dialler Page
  • Age analysis - SMS reminder URL
  • Creating a Note in the Notebook Page
  • Workflow Event Template Setup: Task Item Page
  • Send an Email Page
  • Recall Report Screen: Navigation and Use URL
• 

  GoodX Mobile

  • GoodX Mobile: Navigation and Use Page
  • GoodX Mobile: Diary Screen Page
  • How to Add/Edit Bookings on GoodX Mobile Page
  • GoodX Mobile: How to Make Repeat Bookings Page
  • GoodX Mobile: Delete a Booking Page
  • GoodX Mobile: Debtors Screen Page
  • How to Add a New Debtor or Patient on GoodX Mobile Page
  • GoodX Mobile: Quick Note Page