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Members library

The procedure library

Every reception and admin procedure, kept current, written once and worded for your front desk. Search for what you need, or browse by area.

Choose your library

Enrolment and eligibility
ADM-014

New patient enrolment

Enrol a new patient so the enrolment is valid, funded and compliant.

ADM-016Coming soon

Newborn enrolment

Enrol a newborn and link the record to the family.

ADM-017Coming soon

Re-enrolment

Re-enrol a returning or lapsed patient.

ADM-018Coming soon

Eligibility and second checks

Confirm eligibility and run the second checks.

ADM-019Coming soon

Adding visitors and casual patients

Register a visitor or casual patient and bill the visit correctly.

ADM-020Coming soon

Enrolment and funding related queries

Answer common enrolment and funding questions at the desk.

Appointments and bookings
APP-002Coming soon

Booking GP appointments

Book, move and cancel a GP appointment cleanly.

APP-003Coming soon

Booking nurse appointments

Book, move and cancel a nurse appointment cleanly.

APP-005Coming soon

Repeat prescriptions

Take and process a repeat script request.

APP-008Coming soon

Manage My Health sign-up

Sign a patient up to the Manage My Health portal.

Accounts and payments
ACC-001Coming soon

Invoicing and payment

Raise an invoice and take payment at the desk.

ACC-003Coming soon

Splitting accounts

Split an account across more than one payer.

ACC-004Coming soon

Transferring credit between accounts

Move credit from one account to another correctly.

ACC-006Coming soon

Cash refunds

Process a refund correctly and keep the trail clean.

ACC-007Coming soon

Applying credit to a patient account

Apply a credit to a patient account and keep the trail clean.

ACC-008Coming soon

Setting up corporate accounts

Set up a corporate or third-party billing account.

ACC-009Coming soon

Creating new service codes

Add a new service code so it bills the right amount.

ACC-010Coming soon

Changing appointment and service code amounts

Update appointment or service code pricing safely.

ACC-011Coming soon

Running statement workflows

Run the end-of-cycle statement workflow.

Scanning and documents
DOC-001Coming soon

Scanning patient documents

Scan and file physical documents to the record.

DOC-002Coming soon

Inbox and outbox notifications

Work the notifications inbox and outbox.

DOC-004Coming soon

Attaching documents from email

Attach an emailed document to the right record.

DOC-005Coming soon

Uploading photos

Upload and attach patient photos to the record.

Transfers
TRF-001

Transferring records out

Send a patient's records out promptly and lawfully when they leave.

TRF-002

Receiving records in

Match and file an incoming record against the right patient, safely.

TRF-003Coming soon

Meeting the transfer timeframes

Track transfers so none breach the timeframe.

Complaints and safety
CMP-001

Patient feedback and complaints

Receive, record and escalate a complaint to HDC Code standards.

CMP-003

Aggressive or threatening behaviour

Keep staff and patients safe when someone becomes aggressive at reception.

CMP-005Coming soon

Emergency and fire

Respond to an emergency or fire at the practice.

Privacy and consent
PRV-001Coming soon

Privacy Act obligations

Meet your Privacy Act obligations at the desk.

PRV-002Coming soon

Sharing information with consent

Release information only with valid, recorded consent.

PRV-003Coming soon

Enduring Power of Attorney

Handle an Enduring Power of Attorney correctly.

Billing pathways
BIL-001Coming soon

ACC consultations

Bill an ACC consultation correctly.

BIL-003Coming soon

Immunisations

Bill immunisation visits.

BIL-004Coming soon

Maternity

Handle maternity registration and billing.

BIL-005Coming soon

WINZ

Complete WINZ paperwork and billing.

BIL-006Coming soon

Police and NZDF medicals

Process police and NZDF medical requests.

Nothing matches that yet

Try a simpler word, or ask for it. Anything subscribers request gets built into the next monthly update.

indici library

Coming soon

The Medtech library is live today. The indici set is being built now, procedure by procedure. If your practice runs on indici, tell us which procedures you need first and we will put them at the front of the queue.

Request an indici procedure