Office tasks

Reception staff Attend all appointments for the specialists as outlined in this guide. Starting an encounter  Open Clinical Records Select Waiting Room from the top menu. Double-click your next patient. The encounter ...

What to check in the appointment and patient record when making a booking. What to check in Appointment Details Double-click the patient's booking to open the Appointment Details screen and check. The appointment Duration ...

Each day, details of claims payments made to the specialists are sent to Zedmed and reconciled against the outstanding invoices.  Ramsay reconciliation workflow: Go to Zedmed's Management tab. Select Claims . Select the...

Claims can be rejected for a full invoice or an item within an invoice, and each is handled differently Rejected claims for an item  in an invoice If an invoice item is rejected when performing a reconciliation, you will receive the messa...

It's important to make sure your banking balances before closing the batch so you know you have an accurate financial record.  Step 1  – Print and close the banking session To perform this step: Go to Reception > Banking >...

Upload a patient's file from your local workstation to Zedmed Cloud, then attach the file to that patient's clinical record under Incoming Documents.  The Incoming Documents destination supports PDF, DOC and RTF file types. To upload a patient...

Scan referrals and save them to the patient's record in Zedmed Cloud. Scanned files are automatically uploaded to the cloud every 2 to 6 minutes. You can also manually upload scanned documents instantly, as explained in the 'Quickly upload a s...

Make a Health Fund the default Payer on a patient's record. This is recommended for specialists and practices that do ECLIPSE billing. This means the Health Fund will show as the payer on reports rather than the patient. To make a Health Fund the p...