ePractice
Bite-size
You must have previously logged in to a live ePractice site using your own username and password, which mustn’t be shared with anyone. All training is done online using Microsoft Teams, so ahead of the session please make sure that the computer you’re using has a working microphone and speaker (or headset).
What you'll cover | Modules 1A - 1C
1A Settings | 15 minutes
Find out how to turn on custom invoice numbering – do things your way. Learn how to manage the settings for your personal details, password and marketing communication.
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1B Configuration | 15 minutes
Discover how to integrate with services from our partners e.g. patientzone. See how to search the invalid procedure combinations for Aviva, Bupa, Healix Health Services and VitalityHealth. Find out where to access insurer addresses and learn how to add custom details too.
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1C Guideline pricing | 15 minutes
Understand setting up a Pricing Matrix –make it quicker and easier to invoice by adding fees to your invoices automatically.
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What you'll cover | Modules 2A - 2D
2A Invoice auto-population | 15 minutes
If you’re a surgeon, anaesthetist or radiologist with an ePractice Lite or Pro subscription and undertake treatment at a hospital, this one’s for you. Find out about the full benefits of this time-saving feature.
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2B Invoicing Quick eBill | 15 minutes
Discover the quickest and easiest way in ePractice to invoice electronically – used for the Clearing Service and Online Payments.
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2C Invoicing Advanced Bill | 15 minutes
Understand how to create an invoice to be printed or sent electronically and know exactly what’s required to complete it successfully.
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2D Bill status & failed bills | 10 minutes
Understand the different types of invoices that can be created and what the status reveals about each one. Discover how to deal with failed electronic invoices, paper invoices waiting to be printed and invoices still in draft. Learn how to use the quick copy invoice function.
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What you'll cover | Modules 3A - 3C
These modules are for ePractice Lite & Pro subscribers only
3A Payment allocation | 20 minutes
Learn how to manage your payment transactions and understand reallocating shortfalls and non-payments. Discover how to print receipts and shortfall letters.
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3B Insurance bulk payments & remittances | 15 minutes
Discover how to create a bulk payment, allocate payments and deal with unassigned credits. As well as viewing and printing insurer remittances, you’ll also learn how to make use of the automatic remittance import and reconciliation functionality (known as automatic bulk payment).
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3C Outstanding debt | 20 minutes
Learn how to take control of your practice finances to ensure you’re paid for the services you provide in full. Understand how to set different aged debt bands for different types of payors - use these to create reminder letters to chase outstanding debt.
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