For Receptionists

Tutorials for receptionists

 

 

 

 

 

 

 

Patient Registration

Appointments

Accounts

Suggested Training CheckList

  • Find a patient 
    • Using surname and firstname
    • Using date of birth
    • Using NHI Number
    • Identify correct patient from list with duplicate names
  • Find Inactive Patient
  • Add a new Patient
    • Mrs Daisy Duck
    • dob 12/6/1975
    • American and Samoan
    • TV Presenter
    • 29 Carlton Gore Road, Newmarket,Auckland
    • Ph 544 67787
    • Mobile 021 7896787
    • CSC 897709870  Expires on 27/12/2015
    • Wants to be a regular patient, Signed enrollment form today
    • Has NZ Residency
    • Born in USA
    • Previous GP was Dr F N Stein, Palmerston North
  • Make Appointment 
    • For today at 3:30pm
    • On Monday , In 2 weeks from today at 10am
    • Double length appointment with a note for immigration medical (11:00-11:30am)
    • Print appointment reminder for patient
    • Double book 2 patients at 5pm today
    • Non Patient appointment for Lunch meeting with Drug Rep at 1pm tomorrow
    • Home visit at 4:30 pm
    • Update patients phone number
    • Walk-In appointment
    • Move appointment from 10am to 2pm
    • Delete appointment at 4:30
  • Arrive Patient
    • Check address on arrival
    • Cancel Arrival
    • Move to Nurses room
  •  Leave Patient
    • Find Patient in appointmentment book or Leaving List
    • Bill patient for a standard consultation
    • Accept payment by EFPOS
    • Print a receipt
  • ACC invoice
    • Bill a patient for an accident related consultation
      • Consultation Fee payable by ACC
      • Co-payment Payable by the patient
    • Add Extra service (Abrasion < 4cm)
    • Accept payment for part of the co-payment e.g. $10.00 cash
    • Print an invoice for the payment
  • Other Common Scenarios 
    • Patient wants to pay old account
    • Patient wants a copy of a receipt for the last payment
    • Patient wants a 12 month report for WINZ
    • Change of address to 345 Hillsborough Rd, Mt Roskill.
    • Change appointment to next day
  • Check till amounts with cash up report
    • Enter missing payment