Genie Implementation - What you'll need to provide

We want to ensure that you can get the most out of your implementation day so we've designed the below checklist to help assist with maximising your training time and ensure that we can personalise your Genie database accordingly. Please provide the relevant items to your implementation co-ordinator at least a week before your implementation.  If you haven't you will need to ensure that you do have them available on the day of your training

Organising your Letter Templates/Patient Handouts 

• For any existing letter templates you have been using and wish to continue to use in Genie we recommend copying these letters into a Microsoft Word document to then be able to transfer into Genie. 
• Practice letterhead and individual doctors letterheads (if applicable) in Word or similar format if possible. 
• The ideal size for the letterhead to optimise clear printing should be 793px*170px to ensure it fits neatly 
• If the letterhead requires a logo, a copy of the logo in .jpg, .bmp or .tiff format
• Standard letter templates to be created in Genie (please note that Genie staff will show you how to set up templates yourself, and will have time to do one or two as an example only)
• Patient handouts in electronic format (eg Word, PDF etc)

Appointment book  

• Please prepare and have a record of each of your doctors' schedule
• Appointment preferences for each provider including appointment types

Billing

• List of current private fees you will be using
• AMA fee schedule (if applicable)
• Bank account details so that we may configure the bank accounts.
• If using ECLIPSE have your BUPA payee ID available and information about your doctor's billing arrangements with each health fund.

Clinical

• MIMS prescribing number to provide to trainer - MIMS website
• Have your lab software installed -  Pathology & Radiology
• Have third party correspondence software installed - Electronic Correspondence - Secure Messaging Providers

Non-Converted Data

• Manual records of the patient data your site has recorded for the transition period of Genie Solutions migrating your data.