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Getting Started - Basic Orientation

Be guided through some key areas of Practice Toolkit

Updated over 2 weeks ago

Like any new system it can be a bit daunting knowing where to start... To help you get the maximum value of Practice Toolkit, here are some useful things to be aware of...

  1. An intro Video, if you prefer seeing to reading

  2. Settings

  3. Help & Support

  4. Feedback & Improvement

  5. Tools

  6. Support Widget

    Welcome to Practice Toolkit! This guide will help you navigate our platform efficiently and make the most of its features designed specifically for GP practices

    Quick Start Video

    Before diving in, we recommend watching our orientation video here. It provides a visual overview of the key features you'll be using daily.

    Essential Navigation Areas

    1. Settings

    • Customise your practice profile

    • Configure EMIS integration settings

    • Manage user permissions and access levels

    • Set up automated recall preferences

    • Adjust notification preferences

    2. Core Tools

    • Patient Recall Optimiser: Streamline your patient recall process

    • Code Cleanser: Maintain accurate clinical coding

    • Claims Calculator: Track and optimise practice revenue All tools are accessible via the main dashboard and fully integrated with EMIS.

    3. Help & Support

    • Access our comprehensive knowledge base

    • Live chat support during business hours

    • Email support for non-urgent queries

    • Scheduled training sessions

    • Troubleshooting guides

    4. Feedback & Improvement

    We're committed to continuous improvement based on your input:

    • Submit feature requests

    • Report issues

    • Share improvement suggestions

    • Track the status of your submissions Your feedback directly influences our development roadmap, as we reinvest in improvements requested by users.

    5. Support Widget

    Located in the bottom-right corner of every screen, our support widget offers:

    • Instant access to help articles

    • Quick contact options

    • Guided tutorials

    • FAQ section

    Getting Help

    If you need assistance at any point:

    • Click the support widget

    • Schedule a training session through your dashboard

    • Contact your dedicated account manager

    Next Steps

    1. Complete your practice profile setup

    2. Watch the orientation video

    3. Schedule your first training session

    4. Start with the Patient Recall Optimiser tool

    5. Explore additional features at your own pace

    Remember, Practice Toolkit was designed by GPs for GPs, with a focus on reducing administrative burden and enhancing patient care. We're here to support your journey to more efficient practice management.

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