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. Have peace of mind that we offer unlimited free support for you and all members in your workspace.
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 the chat if you have any questions.
This help guide will cover:
- How to update your personal details
- How to keep your account secure with 2-factor authentication
- How to set up your availability
- How to start with progress notes
- How to manage clients
- How to schedule appointments from your calendar
- How to create an invoice
- How to use cases
- How to set up online bookings
Update your personal account information
It’s important that your account details are entered correctly. You can update your account information, add provider numbers, set a timezone, update your email, add a signature (to be used in letters and progress notes).
Next, select the locations you work at and the services you provide.
Add two-factor authentication to your account
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.
Set your availability
If you provide appointments, then you will want to set up your availability.
Your availability determines when you can be booked for appointments from the calendar by yourself and other members. It also determines when you can be booked for appointments from your online bookings page.
You can also set up your availability based on different locations you work at, which gets updated in real-time. The monthly calendar editor allows you to create repeating availability, and edit your availability on specific days in the future.
Start creating progress notes
You are likely going to want to record all your progress notes for clients. Your workspace admin will have set up your progress note templates for you and assigned a default progress note template to services which help auto-select a progress note for you for appointments you offer. There’s plenty of question types you can include like multiple choice, checkboxes, pain scales, signature, paragraph text and more! Notes are incredible, flexible, secure and auto-saving! Learn how to create a progress note for a client.
Familiarise yourself with the client's section
You will want to review the client details page to see all of the information that can be stored for your clients.
You can store personal information like Medicare details, health fund details health, NDIS details, emergency contact, related clients and referral sources.
Create appointments and group appointments
Adding a new appointment takes just a few steps, with most information being pre-filled upon appointment creation. Clients can be kept updated automatically by setting up 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.
Getting started with cases
Cases help you to organise appointments, supporting activities, class passes, client injuries, Medicare plans, NDIS budgets and more! Cases allow you to tie a lot of information to a particular case.
You can also:
- Add appointments to a case
- Add supporting activities to a case
- Invoice appointments from a case
- Invoice supporting activities from a case
Turn on online bookings
If you plan on offering online bookings, you can also enable online bookings for yourself in My account.
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.