Introduction
Keyboard Shortcuts
Backups
Historical Genie Backups
Genie Automated Backup
Restoring A Backup
Server - Data Corruption
Solo - Reference
Menus Overview
The File Menu
The Open Menu
The Records Menu
The Billing Menu
The Patients Menu
The Appts Menu
The Special Menu
Setting Up Genie
Practice Preferences
The Practice Details Tab
The Miscellaneous Tab
The Practice Letterhead Tab
The Images and Attachments Tab
The Clinical Tab
Carrier Identifiers
User Preferences
The Details Tab
The General Tab
The Clinical Tab
The Correspondence Tab
The Practice Sites Tab
The Security Tab
The ECLIPSE Tab
Bank Accounts
Printing Preferences
Troubleshooting
The Reception Module
Appointments
Appointment Preferences
The Main Tab
The Appearance Tab
The Column Order and Rooms Tab
Using The Appointment Book
Appointment Views
Appointment Scheduler
Adding An Appointment
Editing An Appointment
Appointment Types
Appointment Status
Edit Patient
Moving/Copying Appointments
Deleting/Restoring Appointments
Cancellation List
Finding an Appointment
Double booking an Appointment time
Repeating Appointments
Printing Appointment Book
Linking a Procedure to an Appointment
Appointment Reminders
Genie SMS Reminders
Setting Up Automated SMS Reminders
Sending SMS Manually
SMS Replies
SMS Reporting and History
Email Reminders
Theatre Lists
Set Up
Printing a Theatre List
Preop Notifications Check
Invoicing
Account Holders
Account Holders for Organisations
Both Parents as Account Holders
Medicare and DVA Account Holder Records
Creating an Invoice
Invoicing an Organisation
Invoicing Workcover
WorkCover Online
Adding Items to an Invoice
Other Item Information
Searching the Fee Schedule
Selecting the Practice
Selecting the Site of Service
Multiple Procedure & Diagnostic Rules
Known Gap Amounts
Assistant's Fees
Invoice Memos
Setting/Increasing Private Fees
Adding and Editing Billing Items
Updating Fee Schedules
Checking Appointments Have Been Billed
Invoicing from the Patient List
Deferring Invoices
Receipting
Receipting Directly from an Invoice
Receipting an Existing Invoice for a Patient
Paying the Gap
Receipting an Existing Invoice for an Organisation
Discounts
Applying when Invoicing
Applying when Receipting
Reversing a Discount
Modifying a Discount
Deposits
Accepting A Deposit
Deleting A Deposit
Using A Deposit
Quotes
Preparing Quotes
Printing a Quote
Creating Quote Templates
Invoicing Directly From A Quote
Private Health Fund Fees
Account History
Reprinting an Invoice or Receipt
Printing a Statement
Print Report
Finding A Batch
Itemised Receipt
Modifying an Invoice
Modifying an Item
Changing the Account Holder or Patient
Deleting an Invoice
Applying a Credit to an Invoice
Deleting a Payment
Using a Dummy Bank Account (Refunding a Payment)
Banking
Manual Batching
Creating a New Batch
Receipting a Batch
Overseas Students (OSHC Allianz)
Invoicing
Batching OSHC Allianz Invoices
Online Claiming Installation
Install/Upgrade Genie
Install HIC Online - Windows
Install HIC Online - Macintosh
Install iKey Drivers
Configure Genie
Create the PSI Store
Set Up for a Proxy Server
Using Medicare Online
Bulk Bill and DVA Claims
Creating a New Transmission
Retrieving Reports for the Claim
Reviewing Exceptions for a claim
Receipting Claim Payments
Patient Claims
Invoicing
No Payment/Gap Paid By Patient
Patient Paid Full Amount
Transmitting Batched Claims
"Post-Invoice" Claiming and Deleting
Online Patient Verification
Using Online Verification
Updating Certificates
Troubleshooting Online Claiming
Error Messages
The PSI Store, Certificates & Passwords
Referral/Reply Letters (Patient Correspondence)
Setting up the Default Template
Setting up the 4D Write Area
Adding New Templates
Fields & Expressions Tabs
Editing Templates
Reviewing Correspondence
Importing Remotely Typed Letters
Macros
Transcription Services
Exporting Demographics
Importing Returned Letters
Electronic Correspondence (Sending via 3rd Party)
Writing the Letter
Checking Imported Letters
3rd Party Providers
Sending in CDA Format
Letter Templates
Merged Letters
Setting up the 4D Write Area
Creating the Letter
Saving/Deleting the Template
Printing Merged Letters
Custom Forms
Recalls
Creating a Generic Recall Template
Recalls Due
Flagging of Patient Record
Printing the Recall List
Pathology/Radiology Recalls (Investigation Action List)
Scanning
ImagePro
Configuring ImagePro
Using ImagePro
Scanning Within Genie
Batch Processing
ImagePro Troubleshooting
Scanner Issues
Permission Errors (Mac Only)
Attachments
Using the Attachments Window
Searching for Attachments
Stock Control
Setup
Managing Stock
Invoicing Stock
Stock Reporting
Tasks
Labels
Clinical
The Main Page
Using the Contact List
Using the Display Area
The Other Page
Vaccinations
Editing Vaccines and Vaccine Sets
Transmitting to AIR
Obstetrics History
Adding a New Pregnancy
Current Pregnancy Tab
Antenatal Visits
Birth and Postnatal
The Pending Births List
20 and 30 Week Antenatal Invoicing
The IVF Module
IVF Treatment Cycles
Admin
Cycle Details
OPU Details
Laboratory
Embryo Tracking
NPSU
Exporting NPSU Data
Pregnancy
Embryo Thawing
Semen Analysis
Semen Prep
Semen Freeze
Consultation Notes
Drawing Module
The Tools Menu
Specifying a Fee to Charge
Prescribing
Prescription Display
Button Description
Adding a New Prescription
Searching Prescriptions
Printing Prescriptions to Multiple Patients
Medication Sets
NPS Documents
NPS RADAR Document
NPS PILs Documents
Updating NPS Documents
Submission of Usage Statistics
Recalls
Disease Register
Diabetes Care Status (EPC Summary)
Checklists
Creating a Checklist
Using Checklists
Editing Checklists
Uploading/Downloading Checklists
My Health Record
My Health Record Setup
Using My Health Record
Using the NPDR
Assisted Registration
Pathology and Radiology
Ordering Pathology
Ordering Radiology
Importing Downloaded Results
The Downloaded Results List
Matching and Linking Results to Patients
Reviewing Correspondence
Procedures
Adding a Procedure
Pending Procedures
The Procedure Window
Procedure Templates
Printing an Audit Report
Conversion Ratios
Images
Attaching Images
Viewing Images
Offsite Logging
Copying the Data File from the Server
Running an Offsite Log
Importing Logs
Features List
Database Replication
Synchronising With Outlook/iCal
Bariatrics
Bariatric Data
Visits
Comorbidities
Operations
Measurements
Graphs
Bariatric Reports
Operations
Graphs
Reports
Practice Management
Maintenance and Reports
The General Page
The Daily Page
The Monthly Page
The Practice Analysis Page
The Administrator Page
Other Reports Page
The Disease Coding Page
Security
Add/Delete Users
User Access
Edit Groups
Passwords
Updates
Automated 'Special Menu' Update
Manual Web Update
Updating for Offsite Logging
Archiving
Queries & Searches
The Query Editor
Simple Queries
Wild Card Searches
Searching Across Related Tables
Saving a Query for Reuse
ICPC/ICD10, Consult & Prescription Searches
Searching Attachments/Images
Quick Reports
Report Builder
Saving/Loading Reports
Email
Setup
Technical Reference
Connections
Network Troubleshooting
Client-Server Errors
Error - 10030/10001
Macintosh
Windows
Troubleshooting Check List
GenieWeb
Control Window
GenieWeb Client
Appointments
Patients
Tasks
Address Book
Review Correspondence
Pathology & Radiology
Features List
Troubleshooting

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