1

After creating a patient, complete their record so claims and communications work smoothly. Open the patient.

After creating a patient, complete their record so claims an
2

Step 2
3

Step 3
4

Open Medicare and Funding in the patient sidebar. It holds every government funding identifier.

Open Medicare and Funding in the patient sidebar. It holds e
5

Enter the Medicare card number and the patient’s I.R.N. — their position number on the card.

Enter the Medicare card number and the patient's I.R.N. — th
6

Step 6
7

Further down there are sections for the individual healthcare identifier, D.V.A. card details, concession cards, and N.D.I.S. plan information.

Further down there are sections for the individual healthcar
8

Click Save Changes.

Click Save Changes.
9

Next, add an emergency contact. Open Contacts in the sidebar and click Add contact.

Next, add an emergency contact. Open Contacts in the sidebar
10

Step 10
11

Enter their name and how they’re related to the patient.

Enter their name and how they're related to the patient.
12

Step 12
13

Step 13
14

Add a phone number.

Add a phone number.
15

Switch on Emergency contact so they’re flagged for the whole team.

Switch on Emergency contact so they're flagged for the whole
16

Click Add contact to save.

Click Add contact to save.
17

The contact appears in the Emergency Contacts card, marked with a red Emergency badge.

The contact appears in the Emergency Contacts card, marked w
Private health funds

The Medicare & Funding page covers government identifiers. Private health fund claims are handled at invoicing time (via the Tyro terminal), so there’s no health fund field on the patient record itself.