1. From the dashboard Click Patients
2. Search or scroll My patients list to find the patient
3. Click on patients name or Show
4. Click Edit
5. Scroll down to Demographics
6. Drop boxes down to select values
7. To save changes Click Update Patient
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- Appointments - Overview
- Appointment Calendar
- Find Next Available Appointment
- Create a Patient Appointment
- Double Booking an Appointment
- Edit an appointment
- Move or Rebook an appointment
- Copying an Appointment
- Cancel an Appointment
- Re-schedule an Appointment
- Change the Status of an Appointment
- Deleting an Appointment
- Showing Appointment Details
- Advanced appointment
- Dealing with no shows
- Telehealth with Coviu
- Telehealth with Microsoft Teams
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- Correspondence - Overview
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- Correspondence Tabs - Overview
- Correspondence Tab - Inbox
- Correspondence Tab - Outbox
- Correspondence Tab - Draft
- Correspondence Tab - Held
- Correspondence Tab - All
- Correspondence Tab - Archive (Patient only)
- Correspondence Tab - Bulk Print (Global/Location/Provider only)
- Correspondence Tab - Enquiry
- Correspondence Tab - Assessments
- Transcribed letters
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- CareRight Billing and Claiming Overview
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- Patient Accounts - overview
- Activate/Deactivate an account
- Add Account Flags
- Create a New Patient Account
- Review an Existing Account - Enquiries
- Edit an existing patient account
- Invoicing from Patient Accounts
- Adjustments - From patient Accounts
- Estimate from patient account
- Take a Deposit or Credit - Via Patient Accounts
- Refunds
- Opening Balance - Only be used when organisations initially implement CareRight.
- Access Patient Accounts
- Account Statement
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- Claiming Basics - Overview
- Managing and Tracking Claims - Statuses and Filters
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- In Hospital Claims - Overview
- IHC - Generate an Eclipse claim
- IHC - Generate a Thelma file
- IHC - Generate an HC21 Form
- Held Claims - Overview
- Express IHC Claiming
- Type C Certificate in Claiming
- Theatre Banding and Multiple Theatre Rule for IHC Billing
- Transitioning to Ecplise IHC Claiming
- Resubmit an IHC Claim
- IHC - Editing Accommodation Code
- IHC Claims for Deceased Patients
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- Error 2030 - Additional information required. If Accommodation Status Code is set to 'A' then Same Day Code must be set to '0', '1' or '2'. Error located in Segment EPD.
- IHC - Support Process
- Troubleshooting - Overview
- Error 8018 - Date of Birth doesn't match Medicare Records
- DHSEIN 10: Service temporarily unavailable
- Error 9602 - This claim cannot be lodged through this channel. Please submit the claim via an alternative Medicare claiming channel.
- Workcover Claim Submission Guide
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- Checklists
- Setting up Two Factor Authentication (2FA)
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- Manual Upload of Documents
- Accepted File Sizes
- Accepted File Types
- Documents Provider
- Bulk Documentation Importation
- Categorisation of Documents
- Deleting a Document
- Display of Documents
- Document Management
- Documents Imported as Unmatched
- Matching Documents
- Statuses of Documents
- Uploading the Same Document Twice
- Viewing Documents
- SAML
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- Charts
- Fluid Charts
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- Patient Summary - Training Topics
- Search and Creating Patient Records
- Patient Banner Configuration (Super User)
- Patient Demographics
- Custom Patient Fields (Super User)
- Patient Addresses, Phone & Consent
- Relationships & Emergency Contacts (previously NoK)
- Patient Notices - Using Notices
- Configuring Patient Notices (Super User)
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- My Health Record Overview
- View My Health Record - General Staff
- View My Health Record - Provider
- My Health Record - Access code
- Access required to Patient's My Health Record
- Common problems if there are issues with My Health Record
- Upload to My Health Record
- Usage - Auditing and Logs (System Administrators)
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- Admissions in Statutory Report Records
- Cannot Access the User Guide
- Display statutory reporting records which have been flagged for resubmission
- Document types and size limit in CR
- How do I add the new COVID19 MBS items?
- How to access a different part of CareRight without exiting the current page
- How to check Statutory Report for changed Admissions
- How to configure Sinch MessageMedia from SOAP (Legacy) to REST within CareRight.
- How to enter patient nicknames or alias in CareRight without impacting Online Patient Verification (OPV)?
- How to Find Medicare Payments
- Implement a new feature or functionality of CareRight
- Printing in CareRight
- Professional Contact requires Professional Category to be set for online claims
- Project Delivery at Clintel - The importance of Scope of the Project
- Reporting on Doctors finance
- Reversing an Invoice
- System Configuration and Training
- Tracking Un-invoiced Admissions
- Understanding Health Fund Codes
- What clinical information integrates with Assessment and Letter writing
- When I upgraded to 6.66, why did some of my templates change?
- Why is my item price incorrect?
- Gender & Sex modelling within CareRight
- Reverse overview
- Dishonoured cheque adjustment
- Appointments End-to-End Configuration Summary
- Patients with a single name
- How to remove the older appointment from the system ?
- DB4 / DB4E Assignment of benefit (digital signature)
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- Appointments - overview
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- Appointment Types
- Calendar Session Types
- Creating an Unavailable Session Type
- Calendar Sessions
- Cloning Sessions
- Create Sessions for a Provider
- Defining Calendar Session Types
- Deleting or Making a Session Inactive
- Editing Calendar Sessions
- Initial Setup for Unavailable Session Type
- Restricting Appointment Types Allowed in a Session
- Set the Default Appointment Type
- Set Up Appointment Statuses
- Create a new appointment type
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- Limit Item Types Available for Invoicing
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- PRODA Configuration for your Organisation
- Health Identifier Service and My Health Record Configuration
- Tools and External Links
- Postcodes
- PRODA Configuration - HPOS - Connecting clinicians/providers to your service
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- 6.74.1 Schema Changes
- 6.56 - Schema Changes
- 6.70.2 Schema Changes
- 6.74.3 Schema Changes
- 6.70.1 Schema Changes
- 6.57 - Schema Changes
- 6.71 Schema Changes
- 6.75 Schema Changes
- 6.71.1 - Release Notes
- 6.57.1 - Schema Changes
- 6.71.2 Schema Changes
- 6.76 Schema Changes
- 6.58 - Schema Changes
- 6.71.3 Schema Changes
- 6.76.1 Schema Changes
- 6.59 - Schema Changes
- 6.71.4 Schema Changes
- 6.77 Schema Changes
- 6.60 - Schema Changes
- 6.71.5 Schema Changes
- 6.77.1 Schema Changes
- 6.71.6 Schema Changes
- 6.61 - Schema Changes
- 6.71.7 Schema Changes
- 6.77.2 Schema Changes
- 6.62 - Schema Changes
- 6.72 Schema Changes
- 6.72.1 Schema Changes
- 6.78 Schema Changes
- 6.78.1 Schema Changes
- 6.78.4 Release Notes
- 6.78.4 Schema Changes
- 6.81 Schema Changes
- 6.63 - Schema Changes
- 6.72.2 Schema Changes
- 6.72.3 Schema Changes
- 6.78.2 Schema Changes
- 6.64 Schema Changes
- 6.73 Schema Changes
- 6.78.3 Schema Changes
- 6.81.4 Release Notes
- 6.65 - Schema Changes
- 6.65.1 Schema Changes
- 6.80 Schema Changes
- 6.65.2 Schema Changes
- 6.65.3 Schema Changes
- 6.66 Schema Changes
- 6.67 Schema Changes
- 6.67.1 Schema Changes
- 6.67.2 Schema Changes
- 6.67.3 Schema Changes
- 6.67.4 Schema Changes
- 6.67.5 Schema Changes
- 6.67.6 Schema Changes
- 6.67.7 Schema Changes
- 6.67.8 Schema Changes
- 6.68 Schema Changes
- 6.68.1 Schema Changes
- 6.68.1.1 Schema Changes
- 6.68.2 Schema Changes
- 6.69 Schema Changes
- 6.69.1 - Schema Changes
- 6.70 Schema Changes
- 6.69.2 Schema Changes
- 6.69.3 Schema Changes
- 6.67.1 Schema Changes
- 6.79 Schema Changes
- 6.56 - Release Notes
- 6.67 - Statutory Reporting Changes
- 6.70.2 - Release Notes
- 6.74.1 Release Notes
- 6.70.1 - Release Notes
- 6.57 - Release Notes
- 6.71 - Release Notes
- 6.74.3 Release Notes
- 6.57.1 - Release Notes
- 6.75 Release Notes
- 6.58 - Release Notes
- 6.71.2 - Release Notes
- 6.76 Release Notes
- 6.59 - Release Notes
- 6.71.4 - Release Notes
- 6.76.1 Release Notes
- 6.60 - Release Notes
- 6.71.5 - Release Notes
- 6.77 Release Notes
- 6.61 - Release Notes
- 6.77.1 Release Notes
- 6.77.2 Release Notes
- 6.62 - Release Notes
- 6.72 - Release Notes
- 6.78 Release Notes
- 6.78.1 Release Notes
- 6.63 - Release Notes
- 6.78.2 Release Notes
- 6.64 - Release Notes
- 6.73 Release Notes
- 6.78.3 Release Notes
- 6.65 - Release Notes
- 6.79 Release Notes
- 6.85 Schema Changes
- 6.65.1 - Release Notes
- 6.78.5 Release Notes
- 6.80 Release Notes
- 6.84.3 Release Notes
- 6.84.4 Release Notes
- 6.84.5, 6.83.5 Release Notes
- 6.85.1 Release Notes
- 6.88 Release Notes
- 6.65.2 - Release Notes
- 6.86.1 Release notes
- 6.89.4, 6.89.5, 6.89.6, 6.89.7, 6.89.8, 6.89.9 Release Notes
- 6.90 Patch Releases
- 6.95 Schema Changes
- 6.98 Schema Changes
- 6.65.3 - Release Notes
- 6.66 - Release Notes
- 6.67 - Release Notes
- 6.67.1 - Release Notes
- 6.67.2 - Release Notes
- 6.67.4 - Release Notes
- 6.67.5 - Release Notes
- 6.67.6 - Release Notes
- 6.67.7 - Release Notes
- 6.67.8 - Release Notes
- 6.68 - Release Notes
- 6.68.1 - Release Notes
- 6.68.1.1 - Release Notes
- 6.68.2 - Release Notes
- 6.69 - Release Notes
- 6.69.1 Release Notes
- 6.70 - Release Notes
- 6.69.2 - Release Notes
- 6.69.3 - Release Notes
- 6.81 Release Notes
- 6.81.5 Release Notes
- 6.79.1 Release Notes
- 6.90.1 Schema Changes
- 6.81.1 Release Notes
- 6.93 Schema Changes
- 6.81.1 Schema changes
- 6.82 Release Notes
- 6.81.2 Release Notes
- 6.81.2 Schema changes
- 6.81.3 Release Notes
- 6.81.3 Schema Changes
- 6.81.4 Schema Changes
- 6.81.5 Schema Changes
- 6.82 Schema Changes
- 6.83 Release Notes
- 6.83 Schema Changes
- 6.84 Release Notes
- 6.83.1 Release Notes
- 6.83.1 Schema Changes
- 6.83.2 Release Notes
- 6.84 Schema Changes
- 6.83.3 Release Notes
- 6.84.1 Release Notes
- 6.83.4 Release Notes
- 6.84.1 Schema Changes
- 6.85 Release Notes
- 6.84.2 Release Notes
- 6.86 Release Notes
- 6.86 Schema Changes
- 6.87 Release Notes
- 6.86.1 Schema Changes
- 6.87 Schema Changes
- 6.87.1 Release Notes
- 6.87.1 Schema Changes
- 6.87.2 Release Notes
- 6.88 Schema Changes
- 6.89 Release Notes
- 6.88.1 Release Notes
- 6.87.4 Release Notes
- 6.89 Schema Changes
- 6.89.1 Release Notes
- 6.89.1 Schema Changes
- 6.89.2 & 6.89.3 Release Notes
- 6.90 Release Notes
- 6.89.4 Schema Changes
- 6.91 Release Notes
- 6.90 Schema Changes
- 6.92 Release Notes
- 6.91 Schema Changes
- 6.93 Release Notes
- 6.92 Schema Changes
- 6.94 Release Notes
- 6.95 Release Notes
- 6.94 Schema Changes
- 6.96 Release Notes
- 6.96 Schema Changes
- 6.97 Release Notes
- 6.97 Schema Changes
- 6.98 Release Notes
- 6.99 Release Notes
- 7.0.0 Release Notes
- 7.1.0 Release Notes
- 6.99 Schema Changes
- 7.0.0 Schema Changes
- 7.1.0 Schema Changes
- 7.2.0 Release Notes
- 7.2.0 Schema Changes
- 7.3.0 Release Notes
- 7.3.0 Schema Changes
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- 7.4.0 Release Notes
- 7.5.0 Release Notes
- 7.4.0 Schema Changes
- 7.5.0 Schema Changes
- 7.6.0 Release Notes
- 7.7.0 Release Notes
- 7.8.0 Release Notes
- 7.6.0 Schema Changes
- 7.7.0 Schema Changes
- 7.8.0 Schema Changes
- 7.9.0 Release Notes
- 7.10.0 Release Notes
- 7.11.0 Release Notes
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- Assessment (Forms) Builder Window
- Assessment (Forms) Details
- Assessment Printing
- Assessment Summary Display
- Assessment Types
- Considerations and Guidelines
- Creating an Assessment (Forms) on Approval
- Exporting and Importing Assessments
- Managing Assessments
- New Assessment (Forms)
- Updating an Existing Assessment (Forms)
- Assessments - Capturing Rich Text Clinical Notes via Journal Log
- Event Trigger Script Processing
- Import_data in the assessment
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- Available Assessment (Forms) Elements
- Building Tables
- HTML Formatting
- Performing Calculations (Expression Language)
- Sending an SMS via Assessments (Forms)
- Using Show If Element to Hide Table Data
- Warning - Using Required Fields
- What clinical information integrates with Assessment and Letter writing
- Assessment Triggers
- Assessments - Perform an OPV and OEC
- Assessment Pattern and Other attributes
- Assessments - Restrict Access/update actions for Users
- Assessments Building Basics
- Assessment Automations
- Assessment list overview
- Minimum System Requirements
- Dataset Reporting - Accounting - Data Dictionary/Terms
- Online Payments with Stripe
- Authorisation Requests and Signable Forms
- Online Enquiries and Expressions of Interest
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