SimpleClinic.net

Getting Started 11

• Getting Started Checklist
• How to fill out your services import spreadsheet
• Using pre-loaded products (feeds) in SimpleClinic
• Logging into your account
• The Dashboard and SimpleClinic menu

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FAQ 8

• How do I get support on SimpleClinic?
• How to disable and clear autofill
• How to add to home screen on your mobile device
• How to clear cache
• How to add documents to your website

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Training Videos 13

• Business Setup video
• Online Booking Process video
• Editing working hours video
• Managing the Diary video
• Treatment Note Workflow video

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Patient Management 10

• Introduction to Patient Management
• How to add a new patient
• Adding General Files
• Can multiple pracs share a client record?
• How to archive & unarchive a patient

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Patient Portal 10

• Invite for Patient Portal
• How to use the Patient Portal (for praccies)
• Patient Portal Troubleshooting (for praccies)
• Patient Portal - Password Reset
• Online Patient Prescription Ordering & Prescription Expiry

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Treatment Notes 3

• Introduction to Treatment Notes
• Sharing treatment notes between practitioners in a multi-practitioner clinic
• Hiding empty fields in consolidated view

Prescriptions 10

• Introduction to Prescriptions
• Customise Portal Configuration for Online Prescription Invoice View
• Change Title of Prescription
• How to clone a prescription
• Create & insert favourite protocols

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Label Printing 4

• How to use label printing
• Create a printing preset on Mac
• Creating a printing preset on Windows
• Brother QL-700 Troubleshooting

Invoices 9

• How to create a new invoice
• Send patient copy of invoice
• How to add provider numbers to an invoice
• Add T&C's/Bank Details to an invoice
• Create invoice email templates

View all 9

Expenses 1

• How to create new expenses

Payments 8

• Payment Integrations
• Integrating Stripe & SimpleClinic
• Integrating Square & SimpleClinic
• Square Payment Integration Workflow
• Adding Credit Card Details

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Vouchers 4

• Introduction to Vouchers
• Hiding vouchers from the Dashboard
• Invoicing appointments from pre-payment (vouchers)
• Setup Billing Schedules OLD

Diary Management 10

• Introduction to Diary Management
• How to change the timezone for your clinic
• How to edit working hours
• Colour coding the Diary
• How do I change my profile picture?

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Online Booking 9

• Set up Online Booking for your website
• Online Booking Workflow Video
• How to prevent services from displaying in online booking
• How do I enable pre-payment for online booking?
• Multiple timezone support for online booking

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Workshops 2

• Create workshops, webinars and events
• View Workshop Registrations

Online Programs 13

• Checklist for creating course material
• Add a Course Material (NEW)
• Add a New Course Lesson (NEW)
• How to Create a Program (NEW)
• Create and View Program Enrolments (NEW)

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Inventory 8

• How to add new inventory items
• How to create pricing rules
• Items not showing in the inventory
• How do I hide & unhide items?
• Create Herbal Cream

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Orders & Stock 6

• READ FIRST - Introduction to Orders & Stock management
• Orders & Stock Tutorial Video
• Managing Supplier Information
• Creating and editing an Order
• Low stock notifications in prescriptions and invoices

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Liquid Herbal Dispensing 5

• Creating containers for liquid herbs
• Adding liquid herbs to Inventory
• Using the Liquid Herbal Builder
• Can I hide the liquid herbal amounts from the prescription?
• Set an expiry date on herbal formulas & compounding

Compound Dispensing 2

• Creating containers for compounds
• Adding compounding ingredients to Inventory

Billing Schedules 2

• Setup Billing Schedules
• Cancel Billing Schedule

Discount coupons 2

• Creating discount coupons
• Applying a discount coupon

Services 10

• How to add new services/consults
• How to add a Discovery Call
• Set Up Metabolic Balance Services
• Setting up online & in clinic consultations
• How to increase service/consult prices

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Reporting 1

• SimpleClinic reports

Content 5

• How do I create custom fields?
• How do I create content blocks?
• How do I create appointment types?
• How to access Marketplace Content Blocks
• How to access Marketplace Protocols

Forms 5

• How to create or edit Intake Forms
• How do I add an electronic consent form?
• Common Scenarios for not receiving an online form
• How to move an unlinked intake form
• How to ensure Intake Form is completed

Document Library 3

• Uploading documents to SimpleClinic Document Library
• How do I add PDF's to my automatic booking email?
• How to send document attachments to patients

Employees 5

• Introduction to Employees
• What are the different user roles and their access in SimpleClinic?
• Create an employee
• How to create a practitioner branding override
• Resetting an employee's password

Multi Location 3

• Setup multiple locations
• Defining a location on invoices
• Offer Services on a particular day

Messages 16

• SMS options
• Setting a SMS identity
• Supported merge tags in messages
• Common Reasons for SMS failure
• Common reasons for confirmation & reminder message failure

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Marketing 6

• How to link SimpleClinic to MailChimp
• How to link SimpleClinic to ActiveCampaign
• How to link SimpleClinic to MailerLite
• Prevent patients being added to email marketing
• How to export clients

View all 6

Ariya Health 2

• Ariya Health Integration - setup and ordering
• Ariya Health Liquid Herbal Dispensary

Metagenics 1

• Metagenics Integration - setup and ordering

Xero integration 9

• Getting Started with Xero
• Configuring Xero Integration
• Reconcile in Xero by matching invoices
• Reconciling in Xero using a Settlement Account
• Common Xero Errors

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External Calendars 3

• Introduction to synchronising with external calendars
• Configuring external calendar integration
• Removing calendar synchronisation

Online Telehealth Consultations 9

• Telehealth Introduction
• How to connect your SimpleClinic account to Zoom
• How to use the SimpleClinic Telehealth Platform
• How to enable video conferencing for services
• How to include the Zoom meeting link in your booking emails

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Vitae Mosaic 2

• How to use Vitae Mosaic
• Using Vitae Mosaic for Follow Up Appointments

Tests 3

• How to record pathology & tests for each patient
• How to define custom tests
• How to set default pathology test markers for all patients

Metabolic Balance 9

• Metabolic Balance Overview
• Metabolic Balance Complete Setup Video
• Connecting to Metabolic Balance
• Setting up Metabolic Balance forms
• Set Up Metabolic Balance Services

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Bundles 2

• How to create and redeem a Bundle
• Bundle Examples

i-screen 3

• How to connect your SimpleClinic account to i-screen
• How to send a pathology referral to your patient using i-screen
• How to view your i-screen results

Emotional Release Technique (ERT) 2

• Connect Emotional Release Technique (ERT) {formally NER}
• How to use Emotional Release Technique (ERT) {formally NER}

Meal Planning 1

• Create a Meal Plan (BETA)