Help Manual

Introduction

Shortcuts

Staff

Logging on
Locking your computer
Setting up a staff member
Using an appointment template

Practitioner Information
Role-based access

Patients

Finding patients
New patients
Patient details
Patient relationships and families
Patient schemes
Patient actions

Appointments

Document Templates

Generating documents from a template
Editing and creating documents
Importing and exporting documents

Mail

Downloading mail
Scanning documents
Viewing mail

GP2GP (Transferring Notes)

Process incoming GP2GP mail
Send clinical notes using GP2GP
Set up a GP2GP task

Accounts

Point of sale
Outstanding account payment
Statements
Cash up report

Advanced Accounts
Corrections, credit and reverse payments
Refunds
Bad debts
Schedules
Debtors

Accounts Setup Screen
New Service – Quick Add
Setting up services payable by other parties
Setting up services payable to the practice
Updating ACC fees
Updating ACC, GMC, and Consultation fees for under 13

Clinical Notes

General Information
Consultation Note
Review Notes
Measurements

Investigations (Labs/Radiology)
Investigations by indication
Ordering tests
Viewing results

Letters
Letter writer
Viewing old Letters

Immunisations
Immunisations
Vaccine groups
National Immunisation Register

Prescriptions
Prescribing drugs
Searching for drugs
Adding new drugs and instructions
Regular medication
Alerts and allergies
Drug log
Repeat Prescriptions

Profile
Adding profile items
Editing profile items
Search notes for profile items
Profile details

Forms
Finding and using forms
Off work Certificate
Sickness benefit
Accident certificate
Diabetes form
Gastroenteritis form
Cardiovascular risk form
Maternity form
Creating, editing and deleting forms
Importing and exporting forms
Basic form properties
Control properties
Rules and pre-populate

Tools
Auto text
Attachments
Diagrams
Disease coding
Post-it notes
Suggestions

Tasks (Recalls and To Do jobs)

Viewing tasks
Adding tasks
Editing tasks
Task actions
Immunisation schedules
Task Management (processing recalls)
Setting up task batches
INR management

Query Builder

Using Query Builder
Layout for results table
Saved query
Reports
Actions

Special Functions

ACC e-lodgement
Capitation Registers (CBF) Files
Clinical Performance Indicators (CPI)
Counties Manukau Disease Management
Diabetes Get Checked
Setting up E-referrals
IMS
Send Text messages to your patients

Set Up

Software License Agreement
Setting up e-Schedule
Hardware and Windows configuration
SQL server configuration

Maintenance

Backing up MyPractice
Reindexing the database
Updates