Logging Into Clinic to Cloud

General

• Quickstart Video: How to Log In
• Logging Into Clinic to Cloud
• Saving Clinic to Cloud as a Bookmark in Google Chrome
• Resetting Your Password
• Changing Your Password

Appointments & Scheduler

Appointments

• Telehealth Appointment Guide
• Booking a New Patient Appointment
• Booking an Existing Patient Appointment
• Non-Patient Appointments
• Reading and Managing Appointments
• Printing the Day’s Schedule

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Contacts & Companies

• Adding and Editing Contacts
• Secure Messaging Contact Setup
• Updating Company Details

Commonly Used Icons

• Overview of Commonly Used Icons
• Quick Change to Scheduler Category
• Using the Schedule Review

Waiting Room

• Waiting Room Setup
• Using the Waiting Room

Patient Management

Demographics

• Patient Management
• Patient Demographics
• Entering a Postal Address
• Defining Patient Gender
• Managing Patient Referrals
• Patient Account Info

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Patient Portal

Set Up the Patient Portal

• What is the Patient Portal?
• Patient Portal Setup Guide
• Patient Portal Guide for Admin
• Want to learn more about the Patient Portal?
• Coming soon to the Patient Portal
• Adding Consent and Waiting List Disclaimer

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Using the Patient Portal for Practices

• Adding Patients to the Patient Portal
• Managing Uploaded Documents
• Frequently Asked Questions: Patient Portal

Using the Patient Portal for Patients

• Patient's Guide to the Patient Portal
• Booking Appointments in the Patient Portal
• Changing Patient Portal Passwords

Communications

Secure Messaging

• Actioning Secure Messages
• Sent Secure Messages
• Unassigned Secure Messages

Recalls

• Patient Recalls
• Recall Management

Notifications

• Setting Up SMS Reminders
• Manual SMS Messages

Documents & Letters

Documents

• Document Template Creation

Letters

• Admin Letter Workflow Tips
• Doctor Letter Workflow Tips
• Creating Letters
• Unsigning Letters
• What does Send All mean?
• Signed not Sighted Letters

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Templates

• Adding a Signature to Your Letter Templates
• Including Pathology and Imaging Results in Templates
• Using Tags to Prefill templates
• Configuring Provider Templates
• Creating Fee Estimate Templates

Billing & Claiming

Invoicing

• Creating a New Invoice
• Generating Outpatient Invoices
• Generating Inpatient Invoices
• Creating Bulk Bill and DVA Invoices
• Invoicing Health Funds via ECLIPSE
• Manually Creating Health Fund Invoices

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Patient Claiming

• Processing a Private Invoice

Medicare Claiming

• Medicare Forms for Online Claiming
• Managing Invoices for Claiming
• Exception and Rejection Handling
• Manually Finalising a Claim
• Writing Off a Claimed Invoice
• Managing Finalised Claims

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Tyro

• Tyro Terminal Integration
• Using Easyclaim with an Integrated Tyro Terminal
• Processing an EFTPOS Payment Using Tyro
• Submitting an Extras Cover Claim via Tyro

Fees & Schedules

• Adding Allied Health Item Numbers
• Non-Medicare Item Numbers
• Adding and Editing Stock Items
• Adding Billable Items
• Adding a Concession Private Fee Schedule
• Uploading AMA, Workcover and WAGMSS Fee Schedules

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Troubleshooting

• Validation Error: Patients with failed age validation
• Reversing an Invoice
• Error Code: invalid referral.provider: Checksum didn't match
• Error Code: INVALID item.date: Required and must be after [patient.dateOfBirth] and be before today item.date:
• Error Code: INVALID item.serviceText
• Error [9202]- Invalid Value For Data Item

Procedure Management

Fee Estimate/Quote

• Creating Fee Estimates
• Pending Fee Estimates
• Invoicing from a Fee Estimate
• Creating Procedure/Fee Estimate Checklists
• Accessing a Patient's Fee Estimate History
• Print Settings for Fee Estimates

Procedure Appointments

• Managing Booked Procedures
• Booking Procedure Appointments
• Updating Procedure Types

Operating Lists

• Creating Operation Lists
• Activating Operating Lists

Operation Report

• Operation Reports

Reporting

Reports

• Uninvoiced Appointments Report
• Item Number Payments Report
• Item Number Service Date Report
• Aged Debtors Report
• Receipt Billing Report
• GST Items Report

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Daily Banking

• Generating the Daily Banking Report

Troubleshooting

• Reporting FAQs

Pathology & Imaging

Results

• My Lab Results
• Unassigned Lab Results
• Error Lab Results

Requests

• Setting Lab Request Favourites
• Creating Pathology Requests
• Creating Imaging Requests

Printing & Scanning

Printing

• Printing Middleware Setup for Mac OS X
• Printing Middleware Setup for PC
• Printing Patient Labels

Scanning

• Practice Middleware Setup for PC
• Practice Middleware Setup for Mac OS X
• Linking Scanned Documents

Troubleshooting

• Adjusting Browser Print Settings
• Practice Middleware Troubleshooting Guide

Clinical

Consult Screen

• Opening a Quick Consult
• Linking a Result to a Request
• The Clinical Journey
• Recording Consult Notes
• Setting Favourites: Medication, Imaging And Pathology
• Prescribing Medications

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Obstetrics & Gynaecology

• Enabling the O&G Modules
• The Gynecology/Fertility Consult
• The Obstetrics Consult
• Creating a Birth Record
• The Postnatal Check
• Adding End Pregnancy Reasons

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Provider Settings

• Turning On/Off the 90 Day Gap Option
• Configuring Provider Settings
• Configuring Account Details
• Editing Provider Settings
• 'Letters to Create’ Settings
• Updating Provider Number Settings

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Troubleshooting

• Reconfiguring Favourites After a MIMS Update

Doctor App

iOS

• Logging Into the Doctor App (iOS)
• Settings (iOS)
• Adding An Appointment (iOS)
• Consults (iOS)
• Patients (iOS)
• Lab Results (iOS)

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Android

• Logging Into the Doctor App (Android)
• Settings (Android)
• Adding An Appointment (Android)
• Consults (Android)
• Patients (Android)
• Lab Results (Android)

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Troubleshooting

• Viewing Investigation Results from the Doctor App

Voice Recognition

General

• Doctor's Guide to the Voice Recognition Workflow
• Admin's Guide to the Voice Recognition workflow
• Voice Recognition Fact Sheet
• Voice Recognition Commands

Sonic Mic 3 Dictation Device

• Speechmike Setup On Google Chrome
• Speechmike Setup On Firefox
• Reviewing Speechmike Settings On Google Chrome
• Reviewing Speechmike Settings On Firefox

Configure Your Practice

Practice Details

• Updating Your Practice Contact Details
• Adding Your Practice ABN
• Practice Logo Setup
• Updating Practice Bank Details
• Multi-Factor Authentication
• Creating Label Favourites

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Locations

• Adding a Location
• Updating Your LSPN

MIMS

• Organising Your MIMS Subscription

Users

• User Types
• Add New User Alert
• Adding Practice Admin and Receptionists
• Creating a New Clinician Account
• Accessing Clinician Settings as an Administrator
• Locking and Removing Users

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Doctor Schedule

• Creating Your Schedule
• Defining Scheduler Categories

Practice Customisation

• Adding Patient Account Types
• Updating Appointment Types

Troubleshooting

• Restoring Deleted Items

Onboarding Pack

Welcome

• System Requirements
• Your Onboarding Pack and Checklist
• Your Training Practice
• Your Onboarding Spreadsheet

Practice Setup

• Submitting Your Medicare Forms
• Your Secure Messaging Setup
• Linking Your MIMS Subscription
• Requesting Your Tyro Payment Terminal

Data Conversion

• Uploading Your Existing Data
• Checking your Trial Conversion
• Uploading your Data for your Final Conversion

Training

• Your Training Program
• Starting Your Zoom Meeting
• Letter Workflow Guide

Get Ready

• Downloading the Doctor App
• Logging Into Clinic to Cloud
• Your Practice Middleware Setup
• Advice for Pathology & Imaging Companies
• Setting Up One-Click Printing
• Setting Your Favourites

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Your Start Date

• Your Start Date Starter Pack
• Using Shortcuts in Clinic to Cloud
• Creating Effective Reports

Do You Need Help?

• How We Help You

GP

GP Consult Screen

• Completing a Patient Profile
• Opening a Quick Consult
• Reviewing Past Issues
• Using Consult Cards
• Recording Diagnoses
• Using Observation Cards

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Video Tutorials

Doctor Videos

• Doctor | How to review pathology results
• Doctor | Creating Rx, requesting pathology and imaging tests
• Doctor | Patient clinical file explained

Practice Admin videos

• Practice Admin | Setting drop down - Merge Patients
• Practice Admin | Setting drop down - Migration
• Practice Admin | Setting drop down - Deleted Items
• Practice Admin | Setting drop down - Fee Estimate Templates
• Practice Admin | Setting drop down - Document Templates
• Practice Admin | Setting drop down - Checklists and Notifications

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Reception Videos

• Reception | Using The Scheduler (Video)
• Reception | Internal Messaging and eTasks (video)
• Reception | How to Easily Find a Free Appointment Time Slot (Video)
• Reception | Booking an Appointment for an Existing Patient (Video)
• Reception | Booking an Appointment for a New Patient (Video)
• Reception | Secure Messaging (Video)

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Product Updates

2020

• 15 September - Updating your Practice Middleware
• 15 September - Supported Browsers and Operating Systems
• 1 September - Product Update
• 20 August - Product Update
• 4 August - Product Update
• 1 August - Health Fund Updates

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2019

• Product Update – Automated Claiming
• 10 November 2019 - Health Fund Schedule Updates
• 25 September 2019 - Product Update
• 17 September 2019 - Product Update
• 31 July 2019 - Product Update
• 12 July 2019 - Product Update

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