Editable, ready to brandDrop in your logo, fees and local detail where it's marked. Word file plus a PDF copy.
NZ general practice · admin & reception
The how for the day.
Editable admin and reception procedures for New Zealand general practice, written by someone who's actually done the job. Tagged to the Foundation Standard, and kept current when the rules change.
Network and single-practice plans · editable Word + PDF
Tagged to the Foundation StandardEvery procedure points to the right indicator, so it pulls its weight at assessment.
Kept currentWhen ACC, privacy or the standards shift, we update what's affected and tell you what changed.
The library
The procedures your front desk runs on every day.
Not policies that sit in a folder. The actual steps for the jobs your reception and admin team do every day, written plainly and meant to be followed when it's busy.
01
Enrolment & eligibility
New, newborn, re-enrolment, second checks, and eligibility, against current requirements.
02
Appointments & bookings
Booking by service type, phone consults, interpreters, DNA management, prescriptions.
03
Accounts & payments
Invoicing, EFTPOS and cash, refunds, splitting accounts, banking, account queries.
04
Scanning & documents
Inbox and outbox, scanning patient records, admin notes, uploading photos, portals.
05
Transfers
Records in and out, within the timeframes, done the way the rules actually require.
06
Complaints & incidents
Feedback, complaints to the HDC Code, and handling aggressive or concerning behaviour.
07
Privacy & consent
Day-to-day handling under the Privacy Act and the Health Information Privacy Code.
08
Billing pathways
ACC, immunisations, maternity, NZDF and police medicals, WINZ, and more.
Over 60 procedures, with more added all the time, behind one login.
How it works
Subscribe, make it yours, stay current.
Step one
Subscribe your practice or network
One login for a single practice, or a network licence covering all your sites, priced so the network comes out ahead.
Step two
Make each procedure yours
Open the Word file, fill in your logo, fees and local bits where they're marked, and it's yours.
Step three
Let it stay current
When standards or the law change, we update the procedures it touches and tell you what changed and why.
Coming soon
The training that teaches the why.
The library gives your team the how. The course teaches the why behind it, so your reception team gets the reasoning, not just the steps, and knows what to do when the day goes sideways.
The whythe reasoning behind each procedure
The judgmenthandling the cases the steps don't cover
The linkeach lesson points to the procedure it teaches
Ready when you are