zedmed
Table of Contents
Table of Contents
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Glossary
CLINICAL
Running an encounter
Clinical overview
Starting an encounter
Recording an encounter
Patient demographics
Patient summaries
Patient history
End of encounter billing
Customising Clinical layout
Results inbox
Results Inbox training video
Managing the Results Inbox
Assign or reassign results
Scan results & documents
Summary Views Results
Customising the Results inbox
Clinical features
Secure Send
Heidi AI
The Doctors App
Quick Documents
Clinical Letter Writer
My Health Record
HealthShare directory
Heidi AI FAQ
Telehealth on-prem
Problems module
Add problem from ICPC
Add existing/recent problem
Add problem using free text
Summary Views Problems
Drugs module
Write a prescription
Write a compound drug script
Script Details screen
Reprints and cancellations
Summary Views Medications
Selecting drugs using MIMS
Observations module
Record physical measurements
Record INR measurements
Record pathology results
Record respiratory functions
Summary Views Observations
Referrals module
Write a referral letter
Write a pathology referral
Write a radiology referral
SmartForm & SR referrals
Summary Views Referrals
Immunisations module
Immunise an adult
Immunise a child
Transmit immunisations to AIR
Summary Views Immunisations
Allergies module
Record an allergy
Record no known allergies
Remove an allergy
Summary Views Allergies
Other modules
Chronic Disease Management
Pregnancy features
Examination Templates
Backdate
Diagrams module
Capture/Import (Image)
Clinical Calculators
Clinical resources
Clinical reports menu
Heidi AI set up account
Flexi reports
My Health Record FAQ
Document versioning
Outbox Viewer
Zedmed Auto Text
Clinical tasks
Write Batch Letters
Write ReturnToWorkSA eWCC
Create To do lists
Spell check
OFFICE
Patients
Register/update a patient
Find existing patient
Attend a patient
Invoice a patient
Add or change a referral
Archive or merge patients
Account Enquiry guide
Appointments
Find an appointment
Book an appointment
Cancel an appointment
Appointment display options
Manage the Waiting Room
SMS confirmations & reminders
Send a manual recall
Send a manual reminder
Surgical bookings
Scheduling
Create a schedule
Change a schedule (ongoing)
Extend a schedule (one-off)
Mark a period as unavailable
Scheduling FAQ
Scheduling video guide
Online Appointments
Online Appointments FAQ
Patient guide to OLA
Reception guide to OLA
Reconcile new OLA
OLA document requests
OLA Release notes
Set up Online Appointments
Zedmed SMS
Set up SMS
SMS Configurations
Managing SMS messages
ZedSMS Message Centre
Top up ZedSMS credits
Customise SMS text
Marketing Messages
All SMS send options
Telehealth (on-prem)
Telehealth on-prem
Telehealth setup
Telehealth quickstart
Telehealth FAQ
Management reports
Patients Report
Recalls Report
Statistics Report
Referral Doctors Statistics
Referrals Expiring Report
Patient Service Report/Bulk SMS
Assistant Service Report
Daily reports
Transaction GST Report
Attendance Report
Appointment Report
Appointment Audit Report
Waiting Times Report
Practice reports
Finding the right report
Reports video guide
Referral Doctors Report
Treating Doctors Report
Item Report
Payment Gateway
Payment Gateway FAQ
How to request a credit card
How to use Payment Gateway
OLA bookings with PG
ePayment Reconciliation report
Payment Gateway refunds
Office features
Intramail system
Shortcut keys
Office letters & labels
Classic & modern themes
Logins & passwords
Change your password
Switch branch or user
TeamViewer QuickSupport
Release notes
Zedmed's Current Release
Zedmed v36.2.0
Zedmed Version 35
BILLING
Payers & fees
Payers, items & fees overview
Managing Item fees
Update existing Medicare fees
Update Other Fees
Add a new Medicare item
Add a non-Medicare item
Add a new fee type
Extend a fee's end date
Derived item fees
Change a practice's private fees
Invoice creation
Bulk Bill & DVA invoicing
ECLIPSE (Fund) invoicing
Private Patient invoicing (MAOnline/Tyro Easyclaim)
3rd party invoicing (e.g TAC)
Suppressed invoices (for claims)
Billing options
Cancel an invoice (void)
Create a quote
Charge a non-attendance fee
Assisted billing
Bulk Billing consent
Take a deposit (allocate later)
Deferred billing (pay later)
If Medicare rebate goes to clinic
Troubleshoot billing & claims
Billing terminology & concepts
Claim management
Reconcile payments
Review claims
Manually Associate Receipts
Receipt a Medicare payment for a voided invoice
Receipt ECLIPSE payment for a voided invoice (Patient payer)
Videos for Claims & Payments
Receipt ECLIPSE payment for a voided invoice (Fund payer)
3rd party billing
3rd party receipting
3rd party adjustments
Refund a 3rd party
3rd party unallocated credits
Medicare unallocated credits
Batching invoices and receipts
Private patient billing
Private patient receipting
Private patient adjustments
Refund a private patient
Refund an ePayment
Reversing MA Online payments
Credit an overcharge
Payer management
Create a new payer
Make Medicare/DVA the payer
Make a health fund the payer
Make the patient the payer
Make family member the payer
Add 3rd party payer (e.g.TAC)
Deactivate/activate a payer
Banking
Best practice banking
Using batches and sessions
Banking reports
Debtors Report
Managing Transfers In & Out
Resolving incorrectly receipted accounts
Incentives & plans
MyMedicare
Medicare Plus
Changes to MBS items, Bulk Billing & CDM
CDM plan & template changes
CLOUD
New to cloud
First time login & 2FA setup
What will change (browser)
What will change (AppStream)
Cloud login
Logging into Zedmed Cloud
Logging in using AppStream
Changing your cloud password
Help: 2FA with no internet
Help: Forgot password/phone
Cloud UI
Cloud navigation video
Web browser menu
Appstream menu
Copy paste in cloud
Cloud UI Tips & Tricks
Cloud tasks
Cloud scanning
Cloud printing
Cloud file uploads
Cloud file downloads
Request forms
Change user access request
Add/disable user request
Cloud resources
Cloud TeamViewer
Troubleshooting & FAQ
Login loading issue
SaaS tasks & backups
Zedmed Cloud feature support
Zedmed Cloud requirements
Features
Zedmed Mobile (for Telehealth)
Tyro Terminal selector
Office RTF templates
Cloud Admin
Zedmed Mobile setup
Secure messaging setup
Middleware install
Single sign-on
SSO FAQ
SSO login using Duo
SSO login using Okta
SSO Troubleshooting
VIDEOS
ADMIN
Office setup
Appointments & Activities
Create a custom Reminder
Schedule reminders
Schedule recalls
Set up recall types
Add new patient types
Add Address Book contacts
Edit Message of the Day
Software updates
All release notes
Zedmed upgrade guide
Zedmed specifications
Zedmed firewall settings
NASH certificates
Update MIMS
Change the Zedmed theme
Templates & forms
Zedmed templates overview
Clinical templates
Office templates (FRM Word)
Office templates (RTF Internal)
Create custom invoices
Set up electronic signatures
PM notifications
Practice setup
Practice details
Add a hospital
Add a branch
Rename a branch
Set up Eclipse
Set up drop-down Lists
Set up CDM plan prompts
Register for Medicare claims
Practice definable fields
Add clinical library files
ACIR Immunisation defaults
Set Site Type (Specialist/GP)
Auto-add Referral doctor
Staff setup
Add/Remove staff
Add a new doctor
Disable a doctor
Register doctor for claims
Add a new resource
Accounts & security
Void Claim services role
Reset a users password
Claims & Payments access
Integration support
Clinical Integrations
Surgical Partners
eRx ePrescribing
HealthShare
ReturnToWorkSA
MyHealth Record
Stock Management
Cubiko practice intelligence
Setup Tyro on-prem terminals
Assign Tyro cloud users
Doctors App setup
Practice guidance
Expiring NASH certificate
Zedmed best practice guide
Payroll tax change preparations
Measuring practitioner's time
Practice checklists
Payment Gateway
Onboarding Payment Gateway
eCommerce registration tips
Create Tyro API password
PG Reconciliation password
Set up Payment Gateway
Create Tyro refunder account
Secure Send
Secure Send setup
Secure Send FAQ
Secure send templates
Secure Send logo
SmartForms
HL SmartForms install
HL SmartForms upgrade
HL SmartForms v35 to v36
SmartForms troubleshooting
Incentives and plans
Error codes
AIR error codes
Medicare rebate exceptions
Medicare error codes
ECLIPSE errors
Stock Management (Hidden-all linked)
Home
Troubleshooting & FAQs
Webinars
Version: 1.00 | Last Modified on 12/11/2025 8:13 am AEDT
Webinar 4: Results & Appointments (23 Oct 2025)
Webinar 3:
Manage Patient Information (Merge / Archive / Scanning / SMS)
(8 Oct 2025)
Webinar 2:
WP Templates & Sending letters
(24 Sept 2025)
Webinar 1: Billing and Claims (10 Sept 2025)
