Pracsoft Basic Training, Full Day, Sydney

Morning Session

Introduction to MedicalDirector PracSoft

  • Move between Appointment Book, Waiting Room and Patient Details screens
  • Add Users, Practitioners, and create practitioner billing profile

Patient Details

  • Search for existing patient’s
  • Add and edit patient details
  • Validate patient’s IHI
  • Perform Medicare OPV check to minimise ‘exceptions’

Appointment Book

  • Develop an understanding of common appointment book features
  • Manage practitioner availability
  • Make patient appointments
  • Add appointment types and allocate SMS patient reminders
  • Transfer patient’s into the waiting room

Record Visit

  • Select invoice type: Private, Bulk Bill, DVA, Institutional
  • Select service items to bill
  • Record payment options, generate invoices and receipts
  • Place the visit on hold

Afternoon Session

Billing Processes

  • Batch Bulk Bill & DVA claims, send through Medicare Online
  • Use Medicare Online to forward Immunisation details
  • Request Medicare Processing and Payment Reports
  • Resolve Medicare ‘exceptions’

Advanced Billing Processes

  • Process payments after date of visit
  • Edit vouchers, Reverse accounts and receipts


  • Access a variety of financial and demographic reports from MedicalDirector PracSoft
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