PracSuite

Important Information For New Zealand Users

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Notice Board Widget

View current weather and the week's forecast on your home screen

Adding a Weather Widget

Advanced Search Tips

Exporting and Importing Clinical Notes & Form Templates

Adding and Removing Client Tags in Bulk

Setting Your Business When Logging Into PracSuite

Outlook requesting credentials for iCalendar synchronisation - March 2022

Choose your preferred way of generating patient file numbers

Customising Patient File Numbers

Adjusting the text size throughout PracSuite

How to Clear Your Web Browser Cache

PracSuite Update History

Using My Tasks

Customising the Dock and Menu Bar

Using the Task Widget

Using the Chat Function

Using Dictation/Voice to Text with PracSuite

Displaying Practitioner SIRA and AHPRA details on your Invoices

Using Coviu Alongside PracSuite

Adding PracSuite to your Mobile Home Screen

Updating Default Practitioners in Bulk

Removing Item Codes

How to Merge PDFs in PracSuite

Managing Support At Home Invoicing in PracSuite

Using Mail Merge with the Patient List

Bulk Billing vs Patient Claims: Understanding Medicare Gap Fees

Your options for Medicare bulk billing AoB compliance, including the current transition period and what PracSuite supports.

Medicare Bulk Billing Assignment of Benefits FAQs

Managing a Change of Business Location or ABN in PracSuite

Miscellaneous

Need to speak with our helpdesk team? Open a support case

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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