Course outline:
The Billings & Quotes course will help Genie® customers minimise errors in your quoting, invoicing and receipting procedures – ensuring your financial data is kept up to date and accurate. You’ll learn how to take a proactive approach to managing your practice’s accounts, leaving you with more time in your day. You will learn:
- Account history and management
- Billing functions and reporting
- Dealing with health fund fees
- Editing patient account holders and information
- Creating and managing quotes
- Invoicing
- Deposits and refunds
Suitable for:
Genie® practice managers or admin managers that have already received basic training from a Genie Trainer and have some experience using the software. This course is also a great professional development opportunity.
Terms and Conditions
Magentus has a strict no refund policy for cancellations made within 7 business days’ of the training course due to the costs associated with running the course. Your position on the course can be transferred to another staff member from the same practice or another Genie practice provided Magentus is given at least 2 business days’ notice of the change. If you are unable to attend a course, or arrange a replacement, you may request that the course material be posted to you. Please note: Magentus reserves the right to reschedule or cancel courses due to insufficient attendees.
