ADMIN TRAINING MANUAL

Content:

1. eTasks2. Booking Appointments3. Patient Profile4. Invoicing5. Claiming6. Letters7. Reports8. Templates9. Procedure Management10. Scanned Documents11. Lab Results 12. Secure Messaging 13. Help Centre

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-

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

Booking AppointmentsManually confirm/cancel appointment by clicking edit or cancel

2B

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

Patient ProfileLearn how to manage the Patient’s Profile!

3

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

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

LettersLearn how to manage the Letters List here!

6

https://trust.clinictocloud.com.au/hc/en-us/articles/115015898768-Creating-letters

ReportsLearn how to complete your Daily Banking and run useful Reports!

7

TemplatesLearn how to create Document and Letter Templates here!

8

https://trust.clinictocloud.com.au/hc/en-us/articles/115003858468-How-To-Create-a-Document-Template

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

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

Lab ResultsLearn how to manage Lab Results here!

11

https://trust.clinictocloud.com.au/hc/en-us/articles/115006520948-Unassigned-Lab-Results

Secure MessagingLearn how to manage your Secure Messages here and Link to your Contacts here!

12

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

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

THANK YOU