Webinar recap

• Best practices for running Gentu reports (daily, weekly, monthly, yearly).
• How to set up SMS templates and automated schedules for reminders.
• Sneak peek into upcoming features in the Gentu roadmap.

Key takeaways

• Gentu Reports (Daily): Reconcile end-of-day banking to maintain reporting accuracy. (01:44)
• Gentu Reports Weekly: Check claims control, organisational remittance, and missing invoices. (03:33)
• Gentu Reports Monthly: Review unresolved invoices, financial reports, deposits, and assistant reports. (07:33)
• Gentu Reports Yearly: Run financial, referral, and item reports for strategic insights. (13:39)
• SMS Scheduling: Automate reminders and confirmations; customise templates for appointment types and telehealth. (16:13)
• What’s Next: Quick scripts, email letters to practitioners, appointment book enhancements, and mobile app updates. (30:02)

Reporting Best Practices

• End-of-Day Banking
  • Reconcile daily to avoid discrepancies.
  • Cross-check banking report totals with F-POS merchant copies.

• Weekly Reports
  • Claims Control: Monitor Medicare, DVA, Eclipse claims.
  • Organisational Remittance: Allocate lump-sum third-party payments.
  • Missing Invoices: Ensure all appointments and procedures are billed.

• Monthly Reports
  • Unresolved Invoices: Track outstanding accounts by age.
  • Financial Report: Export for doctors, bookkeepers, or accountants.
  • Deposit Report: Verify allocations and follow up on surgical deposits.
  • Assistant Report: Review assistant billing by surgeon and service date.

• Year-End Reports
  • Referral Report: Analyse referral sources and revenue.
  • Item Report: Track item usage and billing trends.

SMS Templates & Scheduling

• Create preset templates for common scenarios (e.g., missing referral, telehealth).
• Automate appointment confirmations and reminders by type and provider.
• Use reference fields for dynamic details (date, practitioner, location).
• Monitor SMS delivery and responses via appointment icons.
• Enable auto top-up to avoid running out of credits.

What’s Coming Next in Gentu

• Quick Scripts: Faster prescribing for common medications.
• Email Letters: Send directly to practitioners from patient letters.
• Appointment Book Enhancements: Day notes, find next appointment, and cancellation tracking.
• Mobile App Updates: Easier image/document uploads and workflow improvements.
• eBookings Enhancements: Additional integrations and streamlined processes.