• Launch DC
• Select Calendar View and select Calendars and select Show Full Screen Appointment Book and minimise. Do this for as many Calendars as you wish.
• Return to List View

Patient Arrives

• Double click on patient in List View or right-click and select Edit Client to open their record.
• Confirm details.
  • Phone
  • SMS, OK?
  • Email
  • Address
  • Contact / NOK
  • Insurance
  • Referral
• Right-click on List View and select Arrived.
• On Patient going into Consultation, optional to right-click and select In Consult

Patient returns to pay

• Right-click on the patient in the List View and select Invoice Client or with the Patient highlighted in the List, press CTRL+I
• Check details on invoice.
• Add any additional Item Codes

Patient Claim

Select Receipt on the sidebar.

• Enter payment method.
• Select Claim on the sidebar.
• Select Transmit
• Statement of Claim or Lodgment Advice appears on screen and saves as PDF in Client Communications. Can print if required. However, offer to email receipt by selecting the drop down on the Print button and selecting Email Payer

Direct Bill Medicare – DVA

• Change Rate to DVA In Rooms
• Select DVA Claim button on the sidebar.

Direct Bill Medicare – Bulk Bill

• Change Rate to Bulk Bill
• Select Bulk Bill Claim button on the sidebar.

End of Day

SMS to confirm appointments. This can be done by carrying out the steps below or by automating to send in Utilities - Configure - SMS

• Go to two days ahead.
• Click anywhere on the list to highlight.
• Press CTRL+A to select ALL on the list.
• Right-click and select Send SMS Reminder
• Appointment Status changes to SMS Sent

Verify tomorrow’s list.

• Select tomorrow.
• Click anywhere on the list to highlight.
• Press CTRL+A to select ALL on the list.
• Right-click and select Verify Patients
• If verified, the verified column changes to YES.
• Select the heading verified to group No
• Double click on each and go to Insurance tab and select verify here.

Print tomorrow’s list

• Select tomorrow on the Calendar.
• Select Location at the top of The CONTROL Centre
• Select Reports – Appointments and desired Layout.
• Select Print

Banking

• Check in List View that Appointment Status is Receipted
• When all receipting has been completed for the day, select Reports – Bank Deposit
• Select EFTPOS and confirm total agrees with EFTPOS settlement.
• Select Cash and Cheques and confirm totals agree with monies on hand.
• Print the Cash and Cheques Bank Deposit for banking.
• If any errors, go to the Receipt and edit it.