Mini Videos

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Ever wanted to know how to find out something small and see it in action, so you can apply it in your practice? That's what mini videos are for! Here is a collection of our mini videos.

Contents

Getting Started

How do I change my background colour in HealthKit?

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How do I change my timezone in HealthKit?

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How do I change my time format in HealthKit from 12 to 24 hour and vice versa?

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How do I change the default location State in my HealthKit?

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Your Profile

How do I change my name or my email address that I use to login to HealthKit?

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How can I speed up my public profile verification?

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How do I add additional one-off availability to my calendar?

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How do I remove a practitioner from a particular location? How do I "un-archive" a practitioner from a particular location?

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How do I add a room or equipment to my practice?

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How do I change the look and feel of my email reminders (e.g. make the text bold)?

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How do I change who my reminder emails and emailed invoices are sent from (reminder sender address)?

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How do I confirm that my reminders or emailed invoices are being sent (reminder report)?

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What are HealthKit credits and how do I buy them?

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How can I buy more HealthKit credits?

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How do I make my practice name appear on patients' bank statements when I process payments (payments descriptor)?

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How do I change the default wording on my appointment confirmations, reminder SMS and emails, and emailed invoices?

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Different people in my practice want reminders sent at different times. How do I allow different people in my practice to have different reminder and emailed invoices preferences?

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I want reminders to come from my practice name / Can I own the phone number for reminders rather than sharing it with other businesses?

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How do I make my mobile number visible on my profile?

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Is there a link I can put on my website to your online booking system?

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Your Patients

I call my patients "clients" and sometimes I see supervisees. How do I change the terminology I use to describe the people I see?

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My patient list is limited and only showing only a few patients - how do I fix it?

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How do I get a list of all my patient’s email addresses?

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How do I export my Patient List to MailChimp?

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I accidentally created two patient profiles for the same patient and both patient profiles have information in them - how do I merge duplicate patient profiles?

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How do I change the number of appointments available under a referral? (e.g. appointment limit)

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Why is my appointment not showing the referral/ why is the referral displaying as invalid?

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I have accidentally created two sets of claiming details on a patient's funding page (e.g. two sets of Medicare or DVA claiming details) - how do I merge the duplicate claiming details?

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I'm not seeing a patient anymore (i.e. I have discharged the patient). How do I archive the patient?

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How do I delete a patient profile from my patient list?

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How do I create a patient waiting list?

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Appointments

How do I change my calendar preferences, and change the hours and days that my HealthKit calendar shows?

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How do I zoom my calendar in and out to change my time blocks?

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How do I see multiple practitioners' diaries at the one time in my group practice?

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How do I change my appointment colours and/or how do I change the text colour on an appointment?

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How do I search for the next available appointment?

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How do I make a patient appointment in a room or equipment?

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How do I add a fee for an appointment if I didn't add the fee when I made the appointment?

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How do I create a group appointment in HealthKit?

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How do I create a personal appointment in HealthKit?

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How do I create an online video consultation appointment and see the patient online using HealthKit (and Coviu)?

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How do I cancel or delete an appointment, and what is the difference between them?

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Patient Records

How do I set a specific practitioner as a patient's main practitioner?

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Why aren't my notes there when I look for them ?

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How do I use annotatable body charts?

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How do I print clinical notes?

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How do I add or scan files to a patient record?

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How do I create a new clinical note? And how do I link a referral to it?

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How do I link referrals to existing clinical notes?

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How do I send patient notes through secure messaging?

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My practitioners have Personal Access - how do I share specific patient records between practitioners?

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How do I use dynamic terms

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Patient Tools

How do I invite a patient to the patient portal?

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Introduction to the patient portal

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Invoicing

Different practitioners in my practice charge different amounts for the same treatment fee/item number - how do I create custom fees for different practitioners in HealthKit?

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How do I add a fee for an appointment if I didn't add the fee when I made the appointment?

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How do I group existing fees and invoices for a patient onto the one invoice?

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How do I add a fee to an invoice when an item number is missing and I get an error message from Medicare?

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How do I delete an old fee that’s been used on invoices previously?

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How do I change the fee amount that I charge on an invoice on a one-off basis (i.e. only on this invoice)?

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How do I change a fee on my fees list?

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How do I create a quote?

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How do I convert a quote?

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How do I invoice third parties for patient appointments, reports and assessments?

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I have the same funding body listed twice on my Funders List and both of the listings have been used for invoices - how do I merge duplicate funding body listings?

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My patient has two sets of Medicare/DVA claiming details on their Funding page and as a result the referral details are not showing on the patient's invoices - how do I merge duplicate claiming details?

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How do I set up individual ABNs for practitioners within my group practice?

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How do I add provider numbers for my locations and invoices in my practice?

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What is a Payee Provider Number and how do I add one?

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How to take a deposit in HealthKit and how do I use the deposit as payment for an invoice/appointment?

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How can I apply a voucher in HealthKit and how do I use the voucher as payment for an invoice/appointment?

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How can I apply a discount to a payment for an invoice/appointment?

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How do I create packaged bookings: where do I set them up and how do I create the invoice?

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Different people in my practice want payments processed to different accounts. How do I allow different people in my practice to have different deposit accounts and payments preferences?

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Why are some of my invoices showing as partially paid and at the same time, creating two invoices?

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How do I connect my Tyro terminal to my HealthKit? How do I process health fund claims in Tyro through HealthKit?

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I have marked an invoice as paid, but have realised that I made a mistake. How do I remove or change a payment on an invoice?

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I have marked an invoice as paid by credit card rather than processed through electronic payment processing. How do I process the payment again? And if I don't know which payments were affected, how can I find out?

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How do I change a practitioner's Minor ID/Location ID in HealthKit?

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How do I verify a patient's Medicare or DVA card details (i.e. online patient and veteran verification)?

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My patient is a child. How do I add a claimant to Medicare rebate?

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How do I add a second claimant for a Medicare rebate?

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I need to add additional information to my Medicare claim - how do I do it? How do I process two Medicare rebates for the same patient on the one day?

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How do I add the accepted disability on a DVA claim?

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How do I cancel and reset a Medicare rebate paid to a patient?

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How do I reset a bulk bill or DVA rebate (i.e. a rebate to be paid to me/my practice)?

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Why is my bulk bill still showing as pending after several days?

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I processed an invoice as a Medicare/DVA invoice, but need to change it to another funding arrangement. How do I do this and how do I void the Medicare/DVA fee?

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How do I delete an expense?

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How do I set up LanternPay and how do I process a TAC claim?

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How do I set up Medipass and how do I process a Medipass claim?

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Practice Reports

How do I run a report?

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How do I get a list of all patients a practitioner sees?

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How do I run a report to see which referrals are about to run out?

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How do I know if a reminder or emailed invoice has been sent? How do I create a report showing all of my reminders?

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Login & Access

How do I change the email address that I use to login to HealthKit?

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How do I create a group practice in HealthKit? How do I add a practitioner or administrative staff member in HealthKit?

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How do I invite a practitioner who is already using HealthKit to my practice?

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How do I add a practitioner?

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How do I change someone's access level in HealthKit?

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How do I restrict access to patient information for practitioners who have left the practice?

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How do I hide patient names?

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How do I restrict access so users can only see patient records at the clinic where they work?

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I want a practitioner who has Personal Access to have access to another practitioner's patient profile - how do I make this happen?

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How do I deactivate a user?

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