The article outlines the PracSuite setup process including:
Tyro Health Online (Optional)
Tyro Health EFTPOS (Optional)
Forms (Optional)
Online Booking (Optional)
Welcome Email
To begin the owner of the account must complete their PracSuite registration process. This process begins with a simple Welcome Email that will be sent to the account holder. If you have not received your Welcome Email, please contact Smartsoft support.
After clicking the Get Started button, they will be asked to set their Password and Security Questions.
Upon logging in for the first time the user can then configure their Two-Factor Authentication as per the following article: Setting up 2FA
Once logged in you are officially ready to start setting up your PracSuite account!
Setup Widget
To help you through the setup process, we recommend adding the Setup Checklist widget to your PracSuite Home Screen.
Select the Customise button in the top right of your Home Screen and drag and drop the PracSuite Setup Checklist widget as shown below:
After adding the widget, you'll find helpful links to articles and video guides, as well as a handy checklist to keep track of your progress.
PracSuite Setup Essentials
We recommend reading through the following articles to learn more about the recommended settings to configure before you can go live with PracSuite.
General System Settings
Enter the details of your PracSuite account.Settlement Accounts
Enter banking details for incoming payments.
Businesses
Create business entities and locations.
Professions
Create professions that will be allocated to your practitioners.
Rosters
Create rosters to determine when practitioners are available for appointments.
Practitioner files
Create practitioner files, which are linked to both businesses and professions.Apply rosters and set availability per practitioner.
SMS Templates
Create SMS templates.
Email Templates
Create Email templates.
Letter templates
Create Letter templates.
Appointment Types*
Appointment Types represent the bookings in your calendar for your services.
Fee Categories*
Fee Categories are primarily used to identify the funding nature for a patient's services.
Item Codes*
Item Codes are added to invoices for your services and stock/products.
SMS Credit Purchase Settings
Enable SMS credit purchasing to send SMS messages from PracSuite.
*If you are migrating from Front Desk, please DO NOT add any of the following unless directed by Smartsoft:
Appointment Types
Item Codes
Fee Categories
Third-Party Payers
Referring Doctors
Referring Organisations
These will be added automatically through our data migration services. If you are uncertain, please discuss with Smartsoft before adding data manually.
You can create a few test patient files for training purposes but please limit the number of these patients to 10 or under. Creating too many patient files before the transfer can cause delays with the transfer itself as these need to be manually removed before the transfer can start.
Completing Your Training
If you have purchased 3 x 1-hour guided Zoom setup and training sessions, you will have received links to book these with our team. If you have not received these links, please contact our Business Care team.
With the setup process complete, you are now ready to begin training. The links below allow you to access the pre-recorded training videos.
1. Admin Training
The Admin Training session includes:
Working with patient files.
Creating and managing appointments.
Invoicing and payments.
Basic end-of-day reporting.
2. Practitioner Training
The Practitioner Training session includes:
Creating and managing clinical notes.
Clinical note templates.
Advanced reporting.
Tyro Health Online (Optional)
Tyro Health Online is the backbone of the following online claiming and digital payment features in PracSuite:
Medicare Bulk Bill and Patient claiming
To use any of the above features, you will need to set up your Tyro Health Online account and integrate it with PracSuite. If you're
If you want to use the Medicare/DVA claiming features, note that you must submit provider registration paperwork to Services Australia. You will be guided through this process while setting up your Tyro Health Online account. Note that Services Australia can take several business days to process your registration for online claiming via Tyro Health Online.
If you're migrating from other software with integrated Medicare/DVA claiming, DO NOT submit the paperwork to Service Australia until 5 days before your data migration. Submitting the paperwork for online claiming via Tyro Health Online will DEACTIVATE any existing Medicare & DVA Online claiming functionality you have in place in other software.
If you choose not to use the Tyro Health Online integration, the only other integrated method of Medicare claiming is via the Tyro Health EFTPOS terminal.
Tyro Health EFTPOS (Optional)
PracSuite also offers integration with Tyro Health EFTPOS, a physical payment terminal at your reception desk that can process card payments, health fund claims and Medicare Easyclaim transactions. You can learn more about the differences between Medicare claiming via Tyro Health Online and Tyro Health EFTPOS here.
Forms
Forms allow you to create fully customisable patient forms (e.g. new patient forms) that can be automatically sent to patients in Appointment Confirmations and Reminders. Patients can complete forms on their own device or on a tablet provided in the practice. Once completed, a patient's form responses are seamlessly updated on their patient file.
Online Booking
Online bookings for individual and group appointments are available to all PracSuite users at no additional cost. PracSuite also offers both a guest booking path (patients do not require a login) and a client login portal, which allows patients to check upcoming appointment times, as well as options to cancel and reschedule their appointments.
Note: If you're waiting for Appointment Types to be transferred across from Front Desk, you will only be able to work through this process following your data migration.
Tips for NDIS Providers
Further information about tools available to NDIS Providers can be found in the article below.
Booking Your Data Migration
Once you have completed your setup and training for PracSuite you are now ready to book your migration date. This is the day we will migrate your data from your old system into PracSuite, and the day you will go live!
We highly encourage you to read through the data migration frequently asked questions below:
Call us on 1800 18 18 20 and speak to our helpdesk team and make a booking.
Need help?
Have a question about PracSuite? Please use the Live Chat service within PracSuite to contact Smartsoft and we'll do our best to help.
