Your Onboarding Spreadsheet

Your dedicated Onboarding Manager will provide you with Your Onboarding Spreadsheet. Once completed, your Onboarding Manager will commence building your new Clinic to Cloud practice. 

The Onboarding Spreadsheet will collect the following information: 

  Practice Details

Enter your Practice Details, Appointment Types, Non-MBS Item Numbers, Procedure Names (if relevant) and answer additional set up questions.

  Locations

Enter all locations your doctors will be working at, including Clinics and Hospitals. 

  Users & Roles

Enter all users within your practice that will require a login to your Clinic to Cloud practice. 

  Doctor Details

Please specify the following under the applicable 'Doctor Name': 

  • Specialty
  • Medical Registration Number
  • Prescriber Number
  • Provider Numbers
  • Private Fees
  • Favourite Item Numbers

  Doctor Schedules

Please specify the following under the applicable 'Doctor Name', before completing the scheduler: 

  • Scheduler Increments
  • When does week 1 start? - for doctorswith a fortnightly or monthly roster/schedule

Once you have completed the above, under the correct week, specify the start/finish times, location and categories along each day under the right week. 

Example: 

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