Book an appointment for a new or existing patient, edit a current appointment, or view a patient's appointment history.
Understand which reports to run, what the report parameters mean, and how to use reports to pay providers.
Create an account for a patient if the patient has seen the doctor and is paying their account after the consultation.
Create an account for a patient if the patient has seen the doctor and is paying their account at a later date.
How to correct a number of common account creation errors, including an incorrect account owner, wrong payment type, and adding an account to the wrong banking batch.
How to create a banking batch for reconciliation, including creating a Banking Details report that can be used when making bank deposits for the practice.
How to create an account for single-organisation compensation (such as WorkCover) or schemes that involve multiple organisations including employers and insurers.
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