admin training manual - wordpress.com · 2020. 5. 14. · training manual. content: 1. etasks 2....
TRANSCRIPT
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ADMIN TRAINING MANUAL
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Content:
1. eTasks2. Booking Appointments3. Patient Profile4. Invoicing5. Claiming6. Letters7. Reports8. Templates9. Procedure Management10. Scanned Documents11. Lab Results 12. Secure Messaging 13. Help Centre
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eTasksLearn how to Add/Edit eTasks here!
1
https://trust.clinictocloud.com.au/hc/en-us/articles/115006481107-How-To-Add-Edit-eTasks-In-A-Consult-
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Booking AppointmentsLearn how to Book an Appointment for a new patient here and for an existing patient here!
2A
https://trust.clinictocloud.com.au/hc/en-us/articles/115003002108-How-to-book-a-new-patient-appointmenthttps://trust.clinictocloud.com.au/hc/en-us/articles/115002884127-How-to-book-an-existing-patient-appointment
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Booking AppointmentsManually confirm/cancel appointment by clicking edit or cancel
2B
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Booking AppointmentsLearn how to use the Waiting List, Recalls and Send a Manual SMS here!
2C
https://trust.clinictocloud.com.au/hc/en-us/articles/115002997248-Commonly-Used-Icons
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Patient ProfileLearn how to manage the Patient’s Profile!
3
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InvoicingLearn how to create the right type of Invoice here!
4
https://trust.clinictocloud.com.au/hc/en-us/articles/115006341807-How-To-Create-An-Invoice
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ClaimingLearn how to submit Medicare Claims here and how to submit ECLIPSE Claims here.
5
https://trust.clinictocloud.com.au/hc/en-us/articles/115003746247-How-To-Submit-Medicare-Bulk-Bill-DVA-Claimshttps://trust.clinictocloud.com.au/hc/en-us/articles/115003861488-How-To-Submit-Eclipse-Claims
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LettersLearn how to manage the Letters List here!
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https://trust.clinictocloud.com.au/hc/en-us/articles/115015898768-Creating-letters
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ReportsLearn how to complete your Daily Banking and run useful Reports!
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TemplatesLearn how to create Document and Letter Templates here!
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https://trust.clinictocloud.com.au/hc/en-us/articles/115003858468-How-To-Create-a-Document-Template
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Procedure Management9Learn how to create a Fee Estimate, Book Procedure Appointment and print the Operation List.
https://trust.clinictocloud.com.au/hc/en-us/articles/115008747827-How-To-Create-A-Fee-Estimate-https://trust.clinictocloud.com.au/hc/en-us/articles/115008906748-How-To-Book-An-Appointment-For-a-Procedurehttps://trust.clinictocloud.com.au/hc/en-us/articles/115002734668-How-To-Create-An-Operating-List
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Scanned DocumentsLearn how to view and manage Scanned Documents here!
10
https://trust.clinictocloud.com.au/hc/en-us/articles/115002622087-How-To-Link-A-Scanned-Document
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Lab ResultsLearn how to manage Lab Results here!
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https://trust.clinictocloud.com.au/hc/en-us/articles/115006520948-Unassigned-Lab-Results
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Secure MessagingLearn how to manage your Secure Messages here and Link to your Contacts here!
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https://trust.clinictocloud.com.au/hc/en-us/articles/115006342887-Unassigned-Secure-Messageshttps://trust.clinictocloud.com.au/hc/en-us/articles/115015820327-Setup-a-contact-for-secure-messaging
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Help CentreFind more in our Help Centre by clicking here and typing in a keyword in your search
13
https://trust.clinictocloud.com.au/hc/en-us/categories/202758288-Clinic-to-Cloud-Provider-Doctor-App
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THANK YOU