Internal learning · Live demo
Practice software how-to coach for allied health clinic staff
Answers staff how-to questions about Cliniko, billing and front-desk procedures step by step from the group's own guides, sends the short video, and passes set-up changes to the operations manager.
Talk to Tama at Northshore Physio and Rehab Group
Northshore Physio and Rehab Group is made up. Tama is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Every new coordinator and physio asks the same Cliniko questions, and the answers live in one experienced coordinator's head. Mistakes in billing and appointment types take hours to unpick.
How it works
- Answers how-to questions in Teams from the group's written guides
- Gives the steps in order and sends the two-minute video if there is one
- Explains the house rules, such as who can create appointment types
- Passes set-up changes and system faults to the practice operations manager
- Passes ACC funding questions to the ACC coordinator
What it connects to
- Mele (front-desk coordinator)How do I bill an ACC follow-up in Cliniko? It keeps going to the patient.
- AgentHi, it's Tama. The ACC claim number has to be on the patient file before you raise the invoice. Open the patient, add the claim number under Concessions, then raise the invoice and choose the ACC billing contact. There's a 2-minute video in the Learning hub, here's the link.
- Mele (front-desk coordinator)Thanks. Can I make a new appointment type for ACC hand therapy?
- AgentOnly Hannah Kerr sets up appointment types. I've sent her your request so she can check whether one already exists.
Illustrative conversation. Names, numbers and details are made up.
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