The Open Menu

Patients

Opens the Patient's List. Inactive patients will display in grey. Flagged patients will display in red. Right clicking on a Patient's name in this window will display a drop down menu allowing you to quickly perform common tasks (e.g. open the patients demographic window, invoice or receipt a patient, SMS the patient, or open their clinical record). To print a list of patients, see the Report Builder section.

Appointments

Opens the Appointment book.

For more information on using the Appointment book, please refer to the Appointments section.

Address Book

Holds all your addresses for Specialist and GP's.

The Merge button allows you to merge two address book records. Highlight the two records whilst holding the Ctrl key.

The Download Genie Users button allows you download the addresses of other Genie users in your state who have registered on our Web Service.  Once you have downloaded this list, clicking on the Display Genie Users button will display just this list.

The Web Upload button allows you to upload your address book to the Genie Solutions Web Server so that other Genie users can download a doctor database into their address book. The Web Download button allows you to download specific doctors or doctors from a specific postcode etc into your own address book from the doctor database that is populated by other Genie users on the Genie Web Server. They will then be marked as Web Import in their address book entry.

The Text Search button allows you to perform a free text search for any word or phrase contained anywhere in address book records.

New records can be added via the Blue Plus  sign.

Enter in the Doctor's details and assign their appropriate Category and/or Specialty. This is particularly relevant for your Anaesthetists if you wish to reference them in your Procedure records. Assistants need to have the Assists at Operations checkbox ticked at top right of the window so they can be referenced in Procedures and Billing. It is also important to mark your doctor's as either

The symbol allows you to locate the address on Google Maps.

The Correspondence tab allows you to enter the Doctor's preferred method of communication details if they use a Third Party Carrier to send and receive correspondence.  Additionally, you can enter in the Doctor's Carrier Identifiers in this window.

Outgoing Letters

Accesses the Review Correspondence window so you can review your outgoing letters before they are sent to the recipient. See Reviewing Correspondence in the Clinical Section

Incoming Letters

Accesses your letters that have come in from other providers via 3rd party carriers such as Healthlink etc. so you can check and link them. See Checking Imported Letters in the Electronic Correspondence section.

Correspondence Log

Keeps track of all incoming and outgoing letters sent electronically via a third party. See Electronic Correspondence.

Importing Transcribed Letters

Opens the Import Letters window which allows you to import remotely typed letters. See Importing Remotely Typed Letters in the Patient Correspondence section.

Tasks

Tasks allow you to communicate internally with other users.

For more information see Tasks in the Reception Module.

Email

Opens the Email module within Genie.

For more information on using Email within Genie, please refer to the Email section.

Procedures

Displays a list of patients who have Procedure created for them.

For more information on Procedures, please refer to the Procedures chapter.

Employers

Displays a list of all Employers.

These records are typically created via Workcover claims.

For more information on Workcover claims, please refer to Invoicing Workcover.

Account Holders

Opens up the Account Holders window.

This displays a list of all patients and organisations who have had an Account created for them.

Before a Health Fund or Organisation can be billed, they must have an Account Holder record.

To create a new Account Holder you need to click on the Blue Plus sign which opens the window below.

The Update Balance button can be used in situations in which a patient's account displays an outstanding balance, yet you know that this is not true. Clicking on the Update Balance button refreshes the account balance for that account holder.

You can specify which fee schedule an organisation uses when billing by selecting it from one of the two drop down menus at the bottom right of the window.

You can Blacklist a patient,  which prevents an appointment being made for them, by double clicking on their name in the Account Holders window and ticking the Blacklist checkbox.

Bank Accounts

Provides a list of all Bank Accounts entered into Genie.

This window allows you to edit the details of pre-existing Bank Accounts, as well as Add or Delete Bank Accounts.

Account Messages

Allows you to set the Account Messages which will be displayed on overdue invoices.

Billing Items

Opens the Billing Items window. To see how to print a list of Private fees, see the Report Builder section. For information on how to set or increase fees, see Increasing Fees. For importing Health Fund Fees, see Private Health Fund Fees.

Pathology & Radiology

For more information, please refer to Pathology and Radiology Results.

Investigations Action List

Allows you to deal with Patients' pathology results.

For more information, please refer to Pathology Recalls.

Investigations Audit

All Pathology and Radiology requests which are printed from Genie are recorded in this window.

On a regular basis you should check that your requested tests have been performed by clicking on the Audit button. Genie will then check each request for a matching result. For requests which don't have a matching result, it should be assumed that the patient hasn't had the requested test performed, and should be followed up as appropriate.

Note: This audit only checks Pathology requests, NOT Radiology requests.

Additionally, you can re-print any tests which have been ordered (e.g. the patient loses the request form), by double clicking on the patients name and clicking on the Reprint button.

Patient Handouts

Allows you to store patient handouts (e.g patient information sheets) which have been created in another program (e.g. Microsoft Word), on either the Client machine or on the Server. Storing the handout on the Server will allow all users to have access to the handout, while storing the handout on the Client only allows access from that machine. Documents need to be saved in the Handouts folder within the Genie folder on either machine.

Genie Message Board

Opens a window displaying all messages posted in the last 24 hours. To subscribe to the Genie Message Board, go to www.geniesolutions.com.au.

Double clicking on a message will take you directly to that post in the Forum. If you have not recently logged onto the Forum, you will be required to do so.

Right clicking on the message will allow you to either view the full message in a separate window, or to open the message board log in window.

MIMS Abbreviated

Provided you have a current subscription with MIMS, this opens the MIMS Quarterly allowing you to search for specific drug information, without having to access a clinical file.

MIMS Annual

Provided you have a current subscription with MIMS, this opens the MIMS Annual providing more detailed drug information.

NPS RADAR Documents

Provides evidence-based information on new drugs, research and PBS listings and is published by the National Prescribing Service (NPS), for health professionals.

IVF Treatment Cycles

Becomes active when your Practice Type is set to Obs/Gynae/IVF Specialist.

Day Surgery Admissions

Becomes active when your Practice Type is set to Day Surgery.