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 patient enrolment · Newborn enrolment · Re-enrolment · Eligibility and second checks
02
Appointments & bookings
Booking appointments · Repeat prescriptions · Manage My Health sign-up
03
Accounts & payments
Invoicing and payment · Splitting accounts · Transferring credit · Cash refunds
04
Scanning & documents
Scanning patient documents · Inbox and outbox · Attaching email documents · Uploading photos
05
Transfers
Transferring records out · Receiving records in · Meeting the timeframes
06
Complaints & safety
Feedback and complaints · Aggressive behaviour · Emergency and fire
07
Privacy & consent
Privacy Act obligations · Sharing information with consent · Enduring Power of Attorney
08
Billing pathways
ACC · Immunisations · Maternity · WINZ · Police and NZDF medicals
Over 60 procedures, with more added all the time, behind one login.
Free sample
See exactly what you're getting.
Download a finished procedure, no signup needed. This is Patient feedback and complaints, written and laid out like everything in the library and mapped to the HDC Code of Rights.
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.
Shaped by you
Can't find a procedure? Request it.
Subscribers can request a procedure for the next monthly update. The most-wanted get written and added to the library for everyone, so it grows in the direction practices actually need. If a request is too specific to one practice, we'll say so and offer to build it as a custom one-off, rather than add it to the shared library.
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