Version 7 Video Practice Checklist

Version 7 Video Practice Checklist

Printable checklist for Staff

General

Know how to access training videos

Know how to Show / Hide menus

Know how to customise window size to fit to workstations monitor size

Know how to adjust column width

Know how to Show / Hide columns

Client / Patient Record

Can add new client records

Can add new patient records

Can search for existing client

Can search for existing patient

Appointment Book

Can Make appointments for existing client

Can Make Appointment for New Client

Can make appointment for existing client and New Patient

Can find client with no active patient from Appointment book search

Searching for Names with spaces

Can move appointments between staff, days and diaries

Can arrive and confirm appointments

Can print diary consent forms

Can look up previous clinical notes from appointment book

Know how to customise holding tank position, grid lines, appointment details and text size

Billing

Can make bill from Appointment book or billing menu

Can add retail and service item to a bill

Can add Drug to a bill and edit / print drug label

Can add procedure to a bill (Kit/Surgery/Macro Complex product)

Can delete item from a bill

Can print / email certificates from bill

Can change staff id for an item on a bill

Can scan barcoded items onto bill

Can add another patient to a bill

Can add a discount to a bill / item

Can Refund an Item

Can fix Billing Mistakes

Bill Payments Practice

Can take Payment for a bill

Can split a payment for a bill (eg half eftpos, half cash)

Can take overpayment for a bill

Delete or Amend Payment on a bill

Charge a bill to account

Can pay an outstanding account

Can take a deposit

Can apply credit to Account

Can refund deposit

Clinical History

Can add clinical notes

Can add clinical notes templates

Add clinical notes template from Product

Can Attach PDF / Images

Can lookup Previous Clinical Notes

Can email previous clinical notes

Record unfinished clinical notes to lookup later

Creditors / Stock Control

Can make and edit orders manually

Can make and edit automatic orders

Can create /edit new creditor invoices

Can convert orders to invoice and edit

Can edit downloaded invoices

Can make stock adjustment

End of Day / Month

Can complete and end of day

Fixing Billing Mistakes

Can complete an end of month (let support staff now if they need to roll back month to do)

Reports / Exports

Can generate reports or exports that you have previously generated each month

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