Welcome to Splose! This guide is designed to get you familiarised with your workspace. As a practitioner, you will be working day-to-day in your workspace and utilise many of the features in Splose.

While the possibilities are endless for what you can do in Splose - this guide will cover the basics of getting started. It’s recommended to explore our support centre or send us a message via chat if you have any questions.

This guide covers how to:

Update your personal account information

Begin by updating your personal details, timezone and see your account role.

Next, select the locations that you work at, and the services that you provide.

Add your professional title, and draw your signature (which can be used in letters and progress notes).

Add your provider numbers.

If you plan on offering online bookings, switch on and add a professional statement.

Set up two-factor authentication (2FA)

You can provide greater protection for your account by enabling two-factor authentication and using an authentication app like Google Authenticator. Two-factor adds an additional security step when logging in to your account.

All active members will need to enable two-factor authentication if your workplace uses the Xero integration.

Set up your availability

Set up your availability to determine when appointments can be scheduled with you from the calendar, and online bookings (if you offer it). Head to My account > Availability to update your availability.

You can also set up your availability based on the locations you work at, which updates in real-time. Create repeating rules and enter your availability for specific days.

Create progress notes

Learn how to add a progress note for a client. Your workspace admin will need to set up your progress note templates for your workspace and can assign a default progress note template to services to help speed up note writing. There’s plenty of question types you can include like multiple choice, checkboxes, pain scales, signature, paragraph text and more.

Familiarise yourself with the client details page

Store important client details such as Medicare details, health fund details health, NDIS details, emergency contact, related clients, referral sources and more.

Once you are familiar with the client details page, you can add a new client, update client details, archive a client and permanently delete a client.

Set up the calendar

Click on the Calendar page and find the filter and settings icon.

Click the filter icon and select the locations and practitioners to display.

Then click the settings icon to customise the calendar display.

Schedule appointments

Learn how to create, edit, cancel and archive appointments.

Clients can be kept updated automatically using communication templates for appointment confirmations, reminders, appointment updates and cancellations.

Create an invoice

As you probably want to get paid for your services rendered, you will want to learn how to create an invoice for a client or contact. You can print or email an invoice to clients and contacts and then pay an invoice.

Set up cases

Set up cases to organise and group together face-to-face appointments, provider travel, non-face-to-face support activities, class passes, Medicare plans, NDIS budgets and more.

Cases allow you to set and track the number of appointments used in a case, such as Medicare plans and client funding, in the case of NDIS plans and worker's compensation insurance funding.

Send a message to your team

Say hello to your team by letting them know that you have successfully joined the workspace. Use the Messages feature from your home page to send a welcome message.

User guides for other members

You can also view the guide for practice manager, practitioner admin, receptionist and accountant.

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