Course New User Fundamentals (Web App)

Section outline

• Select section Quick Start for the Web App

  Collapse Expand

  Quick Start for the Web App

  Collapse all Expand all

  The following resources provide a streamlined introduction to primary Web App functionalities, facilitating a swift and efficient onboarding process.
  
  For a more in-depth understanding of the software's extensive features, we recommend reviewing the complete GoodX user documentation, or taking part in the available course content displayed. We trust that these tools will serve as a valuable asset to your practice’s growth and productivity.
  
  

  
• Select section Introduction to GoodX Web and How to Log in

  Collapse Expand

  Introduction to GoodX Web and How to Log in

  • Select activity Label

  • Select activity How to Log in to the GoodX Web App

    

    How to Log in to the GoodX Web App URL
  • Select activity Automatic Logout

    

    Automatic Logout URL
• Select section Diary Administration

  Collapse Expand

  Diary Administration

  • Select activity Text and media area

  • Select activity Navigating the Diary Screen

    

    Navigating the Diary Screen URL
  • Select activity Navigating the Diary Sidebar

    

    Navigating the Diary Sidebar URL
• Select section Debtors & Patients

  Collapse Expand

  Debtors & Patients

  • Select activity How to Create New Debtor

    

    How to Create New Debtor URL
  • Select activity Debtor Sidebar Functionality

    

    Debtor Sidebar Functionality URL
  • Select activity How to Add New Dependants (Patients)

    

    How to Add New Dependants (Patients) URL
  • Select activity View or Update Debtor and Patient Information

    

    View or Update Debtor and Patient Information URL
  • Select activity Debtor List Screen: Navigation and Use

    

    Debtor List Screen: Navigation and Use URL
  • Select activity Patient Validation, Dependant Data, Debtor Import and Benefit Check

    

    Patient Validation, Dependant Data, Debtor Import and Benefit Check URL
  • Select activity Navigating the Patient Dashboard

    

    Navigating the Patient Dashboard URL
• Select section Appointments

  Collapse Expand

  Appointments

  • Select activity How to Book a New Patient

    

    How to Book a New Patient URL
  • Select activity How to Book an Existing Patient

    

    How to Book an Existing Patient URL
  • Select activity How to Cancel an Appointment

    

    How to Cancel an Appointment URL
  • Select activity How to Move an Appointment

    

    How to Move an Appointment URL
  • Select activity How to Extend an Appointment

    

    How to Extend an Appointment URL
• Select section Communication

  Collapse Expand

  Communication

  • Select activity How to Navigate and Use the Notebook Screen

    

    How to Navigate and Use the Notebook Screen URL
  • Select activity Patient Commuication (CRM)

    

    Patient Commuication (CRM) URL
  • Select activity Automatic Booking Reminder SMS

    

    Automatic Booking Reminder SMS URL
  • Select activity Task Lists Screen Overview

    

    Task Lists Screen Overview URL
• Select section Clinical Information

  Collapse Expand

  Clinical Information

  • Select activity Clinical Screen: Navigation and Use

    

    Clinical Screen: Navigation and Use URL
  • Select activity Clinical Screen Sidebar: Navigation and Use

    

    Clinical Screen Sidebar: Navigation and Use URL
  • Select activity How to Use the Allergies Panel

    

    How to Use the Allergies Panel URL
  • Select activity Basic Script Features

    

    Basic Script Features URL
  • Select activity How to Create a Sick Note (Medical Certificate)

    

    How to Create a Sick Note (Medical Certificate) URL
  • Select activity Referral Letter

    

    Referral Letter URL
  • Select activity How to Make Quick Notes

    

    How to Make Quick Notes URL
  • Select activity How to Add a Practitioner's Signature to Clinical Forms

    

    How to Add a Practitioner's Signature to Clinical Forms URL
  • Select activity How to Capture Images

    

    How to Capture Images URL
  • Select activity Cloud Capture: Navigation and Use

    

    Cloud Capture: Navigation and Use URL
  • Select activity How to Set Up Custom Forms

    

    How to Set Up Custom Forms URL
  • Select activity Add a Smart Sticker Protocol to a Patient

    

    Add a Smart Sticker Protocol to a Patient URL
  • Select activity Overview of the Customisable Examination Form Set Up

    

    Overview of the Customisable Examination Form Set Up URL
  • Select activity Medical History Tab: Navigation and Use

    

    Medical History Tab: Navigation and Use URL
  • Select activity How to Compare Medical History

    

    How to Compare Medical History URL
• Select section Billing & Corrections

  Collapse Expand

  Billing & Corrections

  • Select activity How to Navigate Invoice Screen

    

    How to Navigate Invoice Screen URL
  • Select activity Account Details Overview

    

    Account Details Overview URL
  • Select activity Dental Specification on Invoice Screen

    

    Dental Specification on Invoice Screen URL
  • Select activity Invoice Corrections: Credit Notes

    

    Invoice Corrections: Credit Notes URL

    All corrections on Invoices MUST be done with Credit Notes. If you would like to Redo the Transaction, see the link below.

  • Select activity Invoice Corrections: Redo Transaction

    

    Invoice Corrections: Redo Transaction URL
• Select section Claim Administration

  Collapse Expand

  Claim Administration

  • Select activity Switch Details Screen: Navigation and Use

    

    Switch Details Screen: Navigation and Use URL
  • Select activity The ERA Management Screen

    

    The ERA Management Screen URL
• Select section Receipting & Corrections

  Collapse Expand

  Receipting & Corrections

  • Select activity Receipt Screen Explanation

    

    Receipt Screen Explanation URL
  • Select activity Patient Receipt

    

    Patient Receipt URL
  • Select activity How to Manually do an ERA

    

    How to Manually do an ERA URL
  • Select activity How to Download a Receipt

    

    How to Download a Receipt URL
  • Select activity Receipt Written Back

    

    Receipt Written Back URL

    Incorrect Receipts must be Written Back/Reversed with a Receipt Written Back.
    

• Select section Debt Management

  Collapse Expand

  Debt Management

  • Select activity Journals

    

    Journals URL

    Journals are used ONLY for the following purposes:

    • Settlement discount
      
    • Small balance write off
      
    • Bad Debt write off

    DO NOT USE JOURNALS TO CORRECT ERRONEOUS INVOICES OR RECEIPTS - otherwise your reporting will be incorrect as journals combine your turnover and cash flow.

  • Select activity Download and Print Invoice

    

    Download and Print Invoice URL
  • Select activity How to Download a Receipt

    

    How to Download a Receipt URL
  • Select activity How to Download or Email a Statement

    

    How to Download or Email a Statement URL
• Select section Reports & Internal Controls

  Collapse Expand

  Reports & Internal Controls

  • Select activity Practice Turnover Report

    

    Practice Turnover Report URL
  • Select activity Practice Overview Report

    

    Practice Overview Report URL
  • Select activity Turnover Report (Codes billed)

    

    Turnover Report (Codes billed) URL
  • Select activity Doctor Overview Report

    

    Doctor Overview Report URL
  • Select activity Booking Status Report

    

    Booking Status Report URL
  • Select activity Booking Type Report

    

    Booking Type Report URL
  • Select activity How to Generate a Debtor Drilldown Report

    

    How to Generate a Debtor Drilldown Report URL
  • Select activity Age Analysis Report

    

    Age Analysis Report URL
• Select section FAQs

  Collapse Expand

  FAQs

  Not available