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Knowledge Base Created with Sketch.

KNOWLEDGE BASE

Video Tutorials

VIDEO TUTORIALS

Release Notes Created with Sketch.

PRODUCT UPDATES

★Promoted articles Recently viewed
  • ★MBS/DVA & Health Fund Fee Schedule Updates
  • ★Tyro Terminal Integration
  • ★Managing Booked Procedures
  • ★Practice Middleware Setup for Windows
  • ★Downloading the Doctor App

Knowledge base

Logging Into Clinic to Cloud

General

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

Appointments & Scheduler

Appointments

  • Printing the Day's Schedule
  • Booking a New Patient Appointment
  • Booking an Existing Patient Appointment
  • Non-Patient Appointments
  • Reading and Managing Appointments
  • Arriving a Patient
See all 13 articles

Contacts & Companies

  • Address Book Video
  • Using & Understanding the Contacts List
  • Secure Messaging Contact Setup
  • Add or Edit a Contact
  • Add or Edit a Company

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 Training Video
  • Sending and Actioning eTasks
  • Adding a New Patient
  • Patient Management
  • Patient Demographic Window
  • Managing Patient Referrals
See all 16 articles

Patient Portal

Patient Portal Information for Patients

  • Saving the Patient Portal as a Bookmark in Google Chrome
  • Logging into the Patient Portal
  • Patient Guide to the Patient Portal
  • Booking Appointments in the Patient Portal
  • Completing a Survey on the Patient Portal
  • Quotes in the Patient Portal
See all 10 articles

Patient Portal Information for Practices

  • Webinar - Introducing the new Patient Portal
  • What is the Patient Portal?
  • Patient Portal Setup Guide
  • Configuring a Doctor's Settings for the Patient Portal
  • Patient Portal Guide for Admin
  • Adding Patient Portal Consent
See all 13 articles

Automated Online Payments

  • Online Payments are here!
  • How to set up Online Payments
  • Stripe Account Setup - Company
  • Stripe Account Setup - Individual/Sole Trader
  • Creating Additional Stripe Accounts
  • Portal Payments Dashboard Overview
See all 9 articles

Communications

Secure Messaging

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

Recalls

  • Adding Patient Recalls
  • Recall Management

Notifications

  • Communications Video
  • Setting Up SMS Reminders
  • Manual SMS Messages

New Template & Letter Workflow

Letter Workflow

  • [COMING SOON] Attaching Information to a Patient's Letter
  • [COMING SOON] Doctor Letter Settings
  • [COMING SOON] Editing a Letter (Doctor)
  • [COMING SOON] Editing a Letter (Admin)
  • [COMING SOON] Creating a Document (Doctor)
  • [COMING SOON] Creating a Document (Admin)
See all 10 articles

Template Library

  • Deleting a Template in the New Template Library
  • New Template Editor - Details Tab
  • New Template Editor - Toolbar Tab
  • Cloning a Template with the New Template Editor
  • Editing a Template with the New Template Editor
  • Creating a Template with the New Template Editor
See all 9 articles

Documents & Letters

Documents

  • Documents & Letters Doctor Video
  • Documents & Letters Admin Video
  • 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
See all 7 articles

Templates

  • Using Tags to Prefill 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

  • Inpatient Billing Video
  • Outpatient Billing Video
  • Creating a BUPA ADF Invoice
  • Creating a New Invoice
  • Generating Outpatient Invoices
  • Generating Inpatient Invoices
See all 22 articles

Patient Claiming

  • MBS/DVA & Health Fund Fee Schedule Updates
  • Processing a Private Invoice

Medicare Claiming

  • Submit All Draft Invoices for Medicare/DVA
  • Medicare Forms for Online Claiming
  • Managing Invoices for Claiming
  • Exception and Rejection Handling
  • Manually Finalising a Claim
  • Writing Off a Claimed Invoice
See all 9 articles

ECLIPSE Claiming

  • Submit All Draft Invoices for ECLIPSE

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
See all 9 articles

Troubleshooting

  • Validation Error: Patients with failed age validation
  • Refunding & 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

  • Procedure Management Video
  • Creating Fee Estimates
  • Pending Fee Estimates Report
  • Invoicing from a Fee Estimate
  • Creating & Using Procedure/Fee Estimate Checklists
  • Accessing a Patient's Fee Estimate History
See all 7 articles

Procedure Appointments

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

Operating Lists

  • Creating Operating Lists
  • Activating Operating Lists

Operation Report

  • Operation Reports

Reporting

Reports

  • Reporting Video
  • Uninvoiced Appointments Report
  • Item Number Payments Report
  • Item Number Service Date Report
  • Aged Debtors Report
  • Receipt Billing Report
See all 26 articles

Daily Banking

  • Daily Banking Video
  • The Daily Banking Report

Troubleshooting

  • Reporting FAQs

Pathology & Imaging

Results

  • Pathology and Imaging Video
  • 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 Windows
  • Scanning Videos
  • Practice Middleware Setup for Mac OS X
  • Linking Scanned Documents

Troubleshooting

  • Adjusting Browser Print Settings
  • Practice Middleware Troubleshooting Guide

Clinical

ePrescribing

  • eScripts - Development Progress

Consult Screen

  • Clinical Training Video
  • Adding a Diagnosis using Snomed Clinical Terms
  • Completing a WorkCover Certificate of Capacity
  • Linking a Result to a Request
  • Opening a Quick Consult
  • The Clinical Journey
See all 23 articles

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
See all 7 articles

Provider Settings

  • Turning On/Off the 90 Day Gap Option
  • Configuring Provider Settings
  • Configuring Provider Account Details
  • Editing Provider User Settings
  • Letters to Create Settings
  • Updating Provider Number Settings
See all 9 articles

Troubleshooting

  • Reconfiguring Favourites After a MIMS Update

Doctor App

iOS

  • Doctor App Video
  • Logging Into the Doctor App (iOS)
  • Settings (iOS)
  • Adding An Appointment (iOS)
  • Consults (iOS)
  • Patients (iOS)
See all 10 articles

Android

  • Logging Into the Doctor App (Android)
  • Settings (Android)
  • Adding An Appointment (Android)
  • Consults (Android)
  • Patients (Android)
  • Lab Results (Android)
See all 9 articles

Troubleshooting

  • Viewing Investigation Results from the Doctor App

Voice Recognition & Dictation

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

  • Customer Referral Program
  • Updating Your Practice Contact Details
  • Adding Your Practice ABN
  • Practice Logo Setup
  • Updating Practice Bank Details
  • Multi-Factor or Two Factor Authentication
See all 8 articles

Locations

  • Adding a Location - Minor ID per Practice
  • Adding a Location
  • Updating Your LSPN

MIMS

  • Organising Your MIMS Subscription

Users

  • Creating a New Clinician Account - Minor ID per Practice
  • User Types
  • How to Add a New User
  • Accessing Clinician Settings as an Administrator
  • Locking and Deactivating Users
  • Editing Provider Numbers

Doctor Schedule

  • Defining Scheduler Categories

Practice Customisation

  • Logging back into Xero
  • Adding Patient Account Types
  • Adding & 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

  • Checklist: Adding a New User to your Practice
  • Submitting Your Medicare Forms
  • Submitting Your Medicare Forms - Minor ID per Practice
  • 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
  • Your Practice Middleware Setup
  • Advice for Pathology & Imaging Companies
  • Setting Up One-Click Printing
  • Setting Your Favourites
  • Tyro Integration Guide
See all 7 articles

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

Video Tutorials

Online Group Training Videos

  • Admin A
  • Admin B
  • Clinical
  • Obstetrics & Gynaecology
  • Patient Portal
  • Procedure Management
See all 7 articles

Self Directed Training Videos

  • Clinical Consult
  • Inpatient Billing
  • Procedure Management
  • Appointments & Scheduler
  • Patient Management
  • Address Book
See all 15 articles

Doctor Videos

  • Creating a Pathology Request (video)
  • Creating an Operation Report (video)
  • Actioning Incoming Lab Results (video)
  • Prescribing Medication (video)
  • Adding a Quick Consult (video)
  • Customising your Clinical Window (video)
See all 9 articles

Practice Admin videos

  • Location Management & Configuring LSPN (video)
  • Configuring Email & SMS Appointment Reminders (video)
  • Updating Practice Details (video)
  • Merging Patients (video)
  • Practice Admin | Setting drop down - Deleted Items
  • Practice Admin | Setting drop down - Fee Estimate Templates
See all 11 articles

Reception Videos

  • Sending & Managing eTasks (video)
  • Creating a Private Invoice (video)
  • Taking and Applying Deposits (video)
  • Sending Manual SMS (video)
  • Appointment History (video)
  • Internal Messages (video)
See all 27 articles

Patient Portal Videos

  • [COMING SOON] What is the Patient Portal? (video)
  • [COMING SOON] Patient Portal Setup Guide (video)
  • [COMING SOON] Setting up a Provider for the Patient Portal (video)
  • Adding a Patient Questionnaire to the Patient Portal (video)
  • Telehealth Workflows through the Patient Portal (Video)
  • Managing Uploaded Documents through the Patient Portal (Video)
See all 10 articles

Product Updates

2021

  • November 3 Update
  • September 3 - Product Update
  • September 1 - Product Update
  • 1 July 2021 - Health Fund Schedule Updates
  • 2 July - Product Update
  • 30 June - Product Update
See all 32 articles

2020

  • 30 December - Product Update
  • 3 December - Product Update
  • 25 November - Product Update
  • 17 November - Product Update
  • 1 November - Health Fund Updates
  • 9 October - Product Update
See all 26 articles

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
See all 9 articles

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