Clinical Information (Web App)

Why Use This Function:

Adding/Editing Templates allows your Practice to streamline communication and documentation while ensuring consistency across different scenarios. Customised templates enable you to send targeted messages, such as appointment reminders, payment follow-ups, or test result notifications, without manually drafting each one every time.

This not only saves time but also improves efficiency by automating repetitive tasks. Standardised templates help maintain accuracy, ensuring compliance with regulatory requirements while reducing the risk of errors. Additionally, having a variety of templates enhances Patient engagement by providing clear, relevant, and timely communication. By supporting different workflows within the Practice, multiple templates ensure that both medical and administrative processes run smoothly, improving overall organisation and Patient care.

The Contents of This User Manual:

• Add 
• Edit

• This user manual will start on the Workflow Event Templates screen.

• For more information on how to navigate to the Workflow Event Templates screen, please refer to the user manual:  Workflow Event Templates: Navigation and Use.

Add

Allows you to set up and add new Workflow Event Templates.

• Click on the + Add New button to set up a new Workflow Event Template.

• The Select Workflow Event Type screen will open.

• Click on the Choose the Type of Workflow Event Template you Would Like To Create drop-down menu to select the desired template from the list of templates that has been preloaded to add it as a Workflow Event.

• Click on the Manual button to add a blank template of the Workflow Event.

• Alternatively, Click on the Import button to import an existing template from a template that was loaded onto the GoodX Cloud.

💡Please Note: Templates will be available that have been set up by GoodX and can be imported to use. For more information on how to import Workflow Event Templates, please refer to the user manual: How to Import Workflow Event Templates.

• The Workflow Event Template that has been selected will open, for you to set up.

💡Please Note: Each Workflow Event Template set-up is different and will be dependent on the template that was selected.

• Please refer to the sections and the manuals within those sections for an extensive explanation of the setup of each  Workflow Event/form:
• General Examination Forms
• Special Investigation Forms
• Results

• Once the setup of the desired template has been completed, it will be added to the Workflow Event Templates list.

• More options are available from the Workflow Event Template sidebar. For more information regarding the sidebar, please refer to the user manual: Workflow Event Template Sidebar Navigation and Use.

Edit

Allows you to make changes to your existing Workflow Event Templates.

• Double-click on the desired template.

• The template will open where you are able to make the desired changes.