Curaeon Help Centre / KB-112
Open in the Help Centre →  ·  All topics
KB-112TrainingReference
Draft. This article is awaiting technical review and may change — if anything here conflicts with advice from our team, follow the team.

Quick reference: practice manager

The page to pin beside the manager's monitor: each task, where it lives, what to press, and the routines by day, week and month.

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

The manager's routines in five steps, from the dashboard to backups, with the one rule beneath.
The manager's routines in five steps, from the dashboard to backups, with the one rule beneath.

I want to…

I want to… Where What to press More
Add a starter Settings → Users The narrowest of four roles; extras under Settings → Permissions KB-034 — Choose the right role and permissions for a new staff member
Reset a password or 2FA Users Reset KB-032 — Reset a colleague's password or 2FA, or recover when the only administrator is locked out
Close a leaver's access Utilities → Active sessions, then Settings → Users End sessions; deactivate KB-084 — New staff onboarding and offboarding checklist
Roster, leave, online types Settings → Rosters, Appointment types Online on only for what patients may request KB-040 — Set up rosters, leave and online-bookable appointment types, and handle online booking requests
Bring letters in Settings → Templates Upload KB-049 — Build and import letter templates: Word upload, merge fields, pronoun fields, snippets
Change idle sign-out Utilities → Active sessions Sign-out after inactivity, 5–120 minutes KB-033 — Change how long Curaeon waits before signing you out, and end a session left open
Month-end statements Billing → Aged debtors Cutoff, then Record statement run KB-053 — Month-end and end of day: aged debtors, statement runs and bank reconciliation
Match the bank End of day Import bank statement KB-053 — Month-end and end of day: aged debtors, statement runs and bank reconciliation
Sign the weekly review Settings → Security review Sign it off, with a note KB-064 — Sign off the weekly Security review, and act on alerts and audit-log check warnings
Answer "who saw my record?" Settings → Audit log, patient selected Print access report KB-063 — Answer "who has seen my record?": print a patient access report
Hold a record Settings → Records retention Legal hold on the row KB-066 — Keep, hold or destroy patient records past retention
Seats, tier, invoices Support portal, Billing & subscriptions The matching request KB-071 — Add or reduce seats, change SLA tier, get an invoice copy or fix a failed direct debit

The routines

When Do More
Daily Dashboard: alerts and a review waiting come first KB-064 — Sign off the weekly Security review, and act on alerts and audit-log check warnings
Daily End of day — takings by payment method KB-053 — Month-end and end of day: aged debtors, statement runs and bank reconciliation
Monday Sign off the Security review; note the audit-log strip's fingerprint KB-064 — Sign off the weekly Security review, and act on alerts and audit-log check warnings
Weekly Utilities → Data quality and Duplicate patients KB-081 — Fix data-quality gaps before they become rejected claims or lost letters
Monthly Statement run, bank reconciliation, and make restore-drill at the server KB-067 — Set up nightly backups, a second copy and a monthly restore drill

Before you call support

Check More
The version banner: a restart, not a call KB-037 — Screens blank or behaving oddly after an update: the version-mismatch banner
Settings → Patient messaging names what a channel is missing KB-060 — Patient emails or SMS reminders not arriving: check Settings → Patient messaging
Settings → AI Appliance: status, and Link security days left KB-057 — Check appliance health and link security in Settings → AI Appliance, and revoke a certificate
Main app down? http://<practice-server>:8080/admin still works KB-068 — Use the standalone admin console when the main app won't load
Have the screen, time, message and who is affected 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

Deactivate a leaver — never delete, never reassign. Their account name stays in a log kept seven years and shown to accreditors (KB-084 — New staff onboarding and offboarding checklist).

Start here: KB-095 — Start here: I'm the practice manager.