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These guides are organised by what you’re trying to get done, not by which screen it happens on. If you’re looking for what a particular page does, the Web App section covers that. They’re in the order most people need them: one claim by hand, then what to do when one comes back, then the setup that stops you doing it by hand at all.

Submit a Claim

The full claim form, for the visit that doesn’t fit a pattern.

Fix a rejected claim

Find what the Ministry refused or paid short, correct it, and send it back.

Set up a patient roster

Build a recurring patient group once, then bill it in seconds every visit.

Bill a whole roster for a visit

Code and submit an entire patient group from one sheet.

Import Claims from my EMR

Turn an EMR export into a day’s worth of claims in one pass.

Bill the anaesthesia stipend

H010A, one claim per service date — one day at a time or a whole schedule.

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Also useful

Share a roster with a colleague

Hand a copy of a patient list to someone covering for you.

Read a remittance advice

What the Ministry paid, against what you claimed.

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Where to start

If you’re new, the shortest path to a submitted claim is:
1

Finish onboarding

Your account has to be activated before anything can be submitted. See Onboarding.
2

Bill one visit by hand

Submit a claim once, so you’ve seen what a claim is made of.
3

Then stop doing it by hand

Move to rosters or EMR import, depending on whether your day comes off a floor or out of an EMR.