KB-110TrainingReference

Quick reference: reception

The page to pin beside the front-desk monitor: each task, where it lives, what to press, and the day in order.

Print this page: the Help Centre's print view drops the navigation.

The desk's day in five steps, from signing in to billing, with the one rule beneath.

I want to…

I want to…	Where	What to press	More
Book an appointment	Calendar	Practitioner column, type, start time; confirm	KB-038 — Book, reschedule and track appointments in the Calendar
Mark a patient arrived	Calendar	The appointment → arrived	KB-076 — Appointment statuses from pending to completed, and what "At reception" means
An online request	Bookings	Confirm, decline or reschedule	KB-022 — Booking system sync issues — first steps
Clear a sick doctor's day	Utilities → Clear a practitioner's day	Preview, then one reason	KB-039 — Clear a practitioner's day when they call in sick
Find a patient who left	Patients	Tick include departed	KB-041 — Find a departed patient, reactivate them, or record a death or departure
Work a recall	Recalls	Send reminder, Log contact, Book appointment	KB-051 — Run recalls: book from a recall, and why a recall stays open or comes back
Bill a visit	Billing → Consults	Record; issue and receipt under Invoices	KB-052 — Raise, correct and claim an invoice, including when "Send to Medicare…" is blocked
Fix a sent invoice	Billing → Invoices	Void and reissue — never edit	KB-052 — Raise, correct and claim an invoice, including when "Send to Medicare…" is blocked
Check a claim	The invoice	Send to Medicare…	KB-052 — Raise, correct and claim an invoice, including when "Send to Medicare…" is blocked
File paper	Utilities → Scanning	Patient, date on the letter, doctor; File	KB-047 — Scan and file paper letters, including the appliance's pre-filled suggestions
Email a letter	The patient's record	The refusal names what is missing	KB-050 — Email a letter to a patient: password, refused characters, "I can't open it"
Merge duplicates	Utilities → Duplicate patients	Opens Settings → Merge patients; a person decides	KB-042 — Find and merge duplicate patient records

The day in order

	Do	More
1	Sign in with your code; read Today	KB-031 — Set up two-factor sign-in for Curaeon, and fix a code that is rejected, already used or timed out
2	Work Bookings — nothing reaches the Calendar until you confirm	KB-022 — Booking system sync issues — first steps
3	Mark arrivals; at reception means paying and rebooking	KB-076 — Appointment statuses from pending to completed, and what "At reception" means
4	Scan the post; work Recalls and Failed reminders	KB-047 — Scan and file paper letters, including the appliance's pre-filled suggestions
5	Bill and receipt each visit	KB-052 — Raise, correct and claim an invoice, including when "Send to Medicare…" is blocked

Before you call support

Check	More
Version banner? The server needs a restart	KB-037 — Screens blank or behaving oddly after an update: the version-mismatch banner
One computer or everyone? Try the next computer	KB-068 — Use the standalone admin console when the main app won't load
Message not sent? An administrator reads Settings → Patient messaging	KB-060 — Patient emails or SMS reminders not arriving: check Settings → Patient messaging
Asked why you are opening a record? Normal — answer it	KB-062 — Why Curaeon asks your reason for opening a record
Note the screen, the time and the exact message	KB-082 — What to have ready before you contact support

Clinic cannot see patients? Call 1300 XXX XXX, option 1 (KB-006 — How to report a clinic-down emergency (and what happens next)).

The one rule

Never put a patient's name, Medicare number, date of birth or clinical detail in a ticket, email or text. The screen, the time and the message find the fault (KB-007 — Why we never need patient details in a support ticket).

Start here: KB-093 — Start here: I work at reception.