Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Mums Matter Psychology Bookings Administrator Orientation
Getting Started - Welcome and Background Information
Orientation Package
Client Process Overview (3:34)
Communication
Policies and Procedures
IT Security
Risk Management for Administration Personnel
Waitlist Policy and Procedure
Client Consent Form
Logging in to your Accounts
Mums Matter Psychology Email (5:09)
2-Factor Authentication for Email (2:39)
Halaxy (2:33)
Acuity (1:01)
Retool (4:09)
Click Send (1:06)
Intranet
Using the Intranet (3:54)
Overview
Overview of Bookings Administrator Tasks
General reception and administration tasks
Email Enquiries
Out of Office Message
ClickSend
Using ClickSend (4:15)
Acuity
Booking, Rescheduling and Cancelling Appointments (3:56)
Appointment Types (3:17)
Scheduling Appointments Outside of Normal Working Hours (1:00)
Blocking Session Times (1:15)
Appointment Filling
Clinician Weekly Scheduling Preferences Form and Spreadsheet
Cancelled and Rescheduled Appointments
Placeholder Appointments
Filling Existing Priority Clients (6:45)
Filling Existing Clients (3:35)
Filling New Clients (8:00)
Offering Extra Services Type Appts from Retool (3:15)
Confirmation of Booking or Failure
New Client Booking Administration
New Client Set Up Overview
Automated Welcome Emails
New Client Email Flag
Halaxy Fee List and Staff File
New Client Set Up and Registration Form (6:08)
Charging and Refunding the Holding Fee (3:02)
Charging Holding Fee from Halaxy and Labelling (2:43)
When a Card is Declined for the Holding Fee
New Clients BUPA and Problem-Solving Booking Administration
Booking Administration Differences from Medicare Appointments
New Clients Relationship Counselling Booking Administration
New Relationship Counselling Booking Email Flag
New Client Set Up and Registration Form in Halaxy (5:47)
New Client Booking in Acuity (1:44)
Share Client Registration Form with Relationship Counsellor (0:42)
Restrict access to Relationship Counselling notes for the current clinician (1:29)
Other Actionable Email Alerts
New Client Attended
Clinician Change
Discharged Client Moved to Current
Discharged Client Not Responded to No MHCP (1:22)
Invalid Phone Number
Stuck in Intake Status
Discharged client after cancelling first appointment (0:58)
Discharged Client who has not responded to 6 SMS (5:25)
Client Reached 20 Session Limit and Gap Fee Applies (0:37)
Gap Fee Exemption - Health Care Card Holders
Removed Self from Waitlist
Client Returning to Therapy
Other Non-Actionable Email Alerts
New Waitlist Entry
Discharged Client who has not rebooked after Canceling Intake
Repeat Referral
Communicating from Halaxy
Faxing from Halaxy (2:44)
Email and SMS from Halaxy (3:00)
Teach online with
Halaxy Fee List and Staff File
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock