# Bilby: Support Documentation

> Support documentation for using Bilby.

- [Bilby user guide](https://docs.bilby.health/index.md): How to run your practice in Bilby, from the first sign-in to Medicare claims.
- [Getting started](https://docs.bilby.health/getting-started/overview.md): Take a new practice from its first sign-in to its first booking.
- [Create an account and sign in](https://docs.bilby.health/getting-started/create-account.md): Create your Bilby login, sign in, reset a password and set up two-step verification.
- [Set up a new practice](https://docs.bilby.health/getting-started/set-up-practice.md): Create the practice in Bilby and answer the first setup questions.
- [Finish setting up the practice](https://docs.bilby.health/getting-started/first-setup.md): The settings an admin should check, in order, before the first booking.
- [Roles and what each can see](https://docs.bilby.health/getting-started/roles.md): What admins, practitioners and reception can see and do.
- [Invite your team](https://docs.bilby.health/getting-started/invite-team.md): Invite staff, accept an invitation, change roles and link users to practitioners.
- [Add a practitioner](https://docs.bilby.health/getting-started/practitioners.md): Add a practitioner, fill in their profile, locations, services, hours and leave.
- [Find your way around](https://docs.bilby.health/getting-started/getting-around.md): The sidebar, search shortcuts, notifications and using Bilby on a phone.
- [Your account and the sidebar](https://docs.bilby.health/getting-started/account.md): The account menu, your email signature, switching practice and choosing what the sidebar shows.
- [Troubleshooting getting started](https://docs.bilby.health/getting-started/troubleshooting.md): Fixes for sign-in, invitation and setup problems.
- [Calendar and bookings](https://docs.bilby.health/calendar/overview.md): Book, move and cancel appointments, block time, and work the front desk queues.
- [Find your way around the calendar](https://docs.bilby.health/calendar/using-the-calendar.md): Change the view and date, choose practitioners and locations, and read appointment blocks.
- [Book an appointment](https://docs.bilby.health/calendar/book-an-appointment.md): Book from the calendar or a patient, find the next free time, link a referral and hold a time.
- [Repeat appointments](https://docs.bilby.health/calendar/repeat-appointments.md): Create a series and change one appointment or the rest of it.
- [The appointment panel](https://docs.bilby.health/calendar/appointment-panel.md): Change an appointment's status, edit it, and reach its fee and invoice.
- [Move, cancel or delete an appointment](https://docs.bilby.health/calendar/move-or-cancel.md): Move an appointment, cancel it, mark did not attend, or delete it.
- [Block out time with an event](https://docs.bilby.health/calendar/events.md): Block time for meetings, leave or anything that isn't a patient visit.
- [Waitlist](https://docs.bilby.health/calendar/waitlist.md): Keep a list of patients who want an earlier time, and offer them one.
- [Awaiting payment and online requests](https://docs.bilby.health/calendar/front-desk-queues.md): Confirm or release held bookings, and approve or reject online booking requests.
- [Clinic closure dates](https://docs.bilby.health/calendar/closure-dates.md): Close the whole practice for public holidays and shutdowns.
- [Per-location schedules](https://docs.bilby.health/calendar/per-location-schedules.md): Say which location each day's hours are worked at.
- [Troubleshooting the calendar](https://docs.bilby.health/calendar/troubleshooting.md): Fixes for common calendar and booking problems.
- [Patients](https://docs.bilby.health/patients/overview.md): Find and add patients, keep their details and files up to date, and record referrals and who pays.
- [Find and add a patient](https://docs.bilby.health/patients/find-and-add.md): Search for a patient and add a new one, including from any picker.
- [The patient record](https://docs.bilby.health/patients/patient-record.md): The tabs on a patient's record, editing their details, and sending a booking link or form.
- [Patient files](https://docs.bilby.health/patients/files.md): Upload, preview, rename and delete files, accept files from patients, and upload many at once.
- [Read details from a referral PDF](https://docs.bilby.health/patients/read-a-referral.md): Let Bilby read a referral letter and suggest details for you to check and save.
- [Referrals](https://docs.bilby.health/patients/referrals.md): Add a referral, fill it from a PDF, and see how sessions are counted.
- [Set up who pays](https://docs.bilby.health/patients/who-pays.md): Add a funding arrangement so invoices go to the right billing party.
- [Merge duplicate patients](https://docs.bilby.health/patients/merge.md): Merge two records for the same person, and undo a merge.
- [Questions about patients](https://docs.bilby.health/patients/questions.md): Answers to common questions about patient records.
- [Clinical](https://docs.bilby.health/clinical/overview.md): Write and publish notes, prescribe, request pathology and send clinical letters.
- [Write a clinical note](https://docs.bilby.health/clinical/write-a-note.md): Start a note, use templates and placeholders, and add formatting, tables and images.
- [Save, publish and amend notes](https://docs.bilby.health/clinical/save-and-publish.md): How saving works, publishing a note, amending it and seeing its history.
- [Withdraw, delete and export notes](https://docs.bilby.health/clinical/withdraw-delete-export.md): Withdraw a published note, delete a draft, export notes to PDF and attach files.
- [Set up note templates](https://docs.bilby.health/clinical/note-templates.md): Create the templates that give notes, letters and reports a ready-made structure.
- [Prescribe](https://docs.bilby.health/clinical/prescribe.md): Write prescriptions with ScriptPad from the patient's record.
- [Pathology requests](https://docs.bilby.health/clinical/pathology.md): Write pathology requests and set up saved tests.
- [Clinical letters](https://docs.bilby.health/clinical/letters.md): Email letters, choose where they go, and set up letter emails and the letterhead.
- [Troubleshooting clinical work](https://docs.bilby.health/clinical/troubleshooting.md): Fixes for common problems with notes, prescribing, pathology and letters.
- [Messages and follow-up](https://docs.bilby.health/messages/overview.md): Text and email patients, run reminders and recalls, and talk to your team.
- [Send messages to patients](https://docs.bilby.health/messages/messages.md): Start a conversation, send or schedule an SMS or email, and see a patient's message history.
- [Patient replies and the SMS limit](https://docs.bilby.health/messages/patient-replies.md): How replies reach the right patient, YES to confirm, cancel words, STOP and START, and the monthly SMS limit.
- [Appointment reminders](https://docs.bilby.health/messages/reminders.md): Set up automatic reminders, and send one by hand.
- [Recalls](https://docs.bilby.health/messages/recalls.md): Set up rules that remind patients when they're due back.
- [Bulk messages](https://docs.bilby.health/messages/bulk-messages.md): Send one SMS or email to many patients, now or later.
- [Email signatures and templates](https://docs.bilby.health/messages/signatures-and-templates.md): Set practice and personal signatures, and save reusable emails.
- [Notifications](https://docs.bilby.health/messages/notifications.md): What the bell shows and what raises a notification.
- [Pipelines](https://docs.bilby.health/messages/pipelines.md): Track patients through stages and see who to chase.
- [Team chat](https://docs.bilby.health/messages/team-chat.md): Channels and direct messages for your staff.
- [Troubleshooting messages](https://docs.bilby.health/messages/troubleshooting.md): Fixes for common problems with messages, reminders and team chat.
- [Forms](https://docs.bilby.health/forms/overview.md): Build forms, send them to patients and read the answers.
- [Build a form](https://docs.bilby.health/forms/build-a-form.md): Set up a form's pages and questions, link answers to the patient's details, preview and publish.
- [Skip rules, scoring and alerts](https://docs.bilby.health/forms/skip-rules-and-scoring.md): Show questions only when needed, score answers into bands, and flag answers that need attention.
- [Send a form to a patient](https://docs.bilby.health/forms/send-a-form.md): Send one or several forms, share a link, and remind or cancel.
- [See answers and scores](https://docs.bilby.health/forms/answers-and-scores.md): Read a patient's answers and scores, and apply changes to their details.
- [Draft a form with AI](https://docs.bilby.health/forms/draft-with-ai.md): Describe a form or attach a blank one, and Bilby drafts it for you to check.
- [PDF forms](https://docs.bilby.health/forms/pdf-forms.md): Send a PDF for the patient to fill in and sign.
- [Troubleshooting forms](https://docs.bilby.health/forms/troubleshooting.md): Fixes for common problems with forms.
- [Billing and payments](https://docs.bilby.health/billing/overview.md): Set fees, raise invoices, take payments and deposits, refund, and send invoices to Xero.
- [Services and fees](https://docs.bilby.health/billing/services-and-fees.md): Set up the services you offer and their fees, including MBS and DVA items.
- [Find and create invoices](https://docs.bilby.health/billing/invoices.md): Find an invoice, read its status, and create one from an appointment or on its own.
- [Work on an invoice](https://docs.bilby.health/billing/work-on-an-invoice.md): Change fees and the due date, choose who the invoice is billed to, and void it.
- [Take payments and deposits](https://docs.bilby.health/billing/take-payment.md): Take a payment by card or another method, use prepaid funds, and ask for a deposit.
- [Email an invoice](https://docs.bilby.health/billing/email-an-invoice.md): Email an invoice, with a Stripe payment page if you like.
- [Refund a payment](https://docs.bilby.health/billing/refunds.md): Refund all or part of a payment, and which payments you can't refund here.
- [HICAPS claims](https://docs.bilby.health/billing/hicaps.md): Claim through HICAPS from an invoice.
- [Xero](https://docs.bilby.health/billing/xero.md): Check an invoice's Xero sync and work the Xero queue.
- [Billing settings](https://docs.bilby.health/billing/billing-settings.md): Billing parties, funding sources, payment methods and invoice emails.
- [Troubleshooting billing](https://docs.bilby.health/billing/troubleshooting.md): Fixes for common billing problems.
- [Medicare and DVA](https://docs.bilby.health/medicare/overview.md): Check Medicare details, claim bulk bills and rebates, collect assignment of benefit, and claim from DVA.
- [Check Medicare, concession and IHI details](https://docs.bilby.health/medicare/patient-checks.md): Check a patient's Medicare card, eligibility, concession and IHI.
- [Bulk bill a claim](https://docs.bilby.health/medicare/bulk-bill.md): Send a bulk bill claim for one invoice or many.
- [Claim a patient rebate](https://docs.bilby.health/medicare/patient-rebates.md): Claim a patient's Medicare rebate, cancel one, or claim many at once.
- [Claim statuses and errors](https://docs.bilby.health/medicare/claim-statuses.md): What each claim status means, refreshing claims, and what to do when Medicare returns an error.
- [Assignment of benefit](https://docs.bilby.health/medicare/assignment-of-benefit.md): Get the patient's signed assignment of benefit for a bulk bill.
- [Medicare statements](https://docs.bilby.health/medicare/statements.md): Print or send a Medicare statement, and the private location warning.
- [Claim from DVA](https://docs.bilby.health/medicare/dva.md): Which items are DVA items, what a DVA claim needs, and how to send one.
- [Troubleshooting Medicare and DVA](https://docs.bilby.health/medicare/troubleshooting.md): Fixes for common Medicare and DVA claiming problems.
- [Referrers](https://docs.bilby.health/referrers/overview.md): Keep the directory of referring doctors and practices complete and free of duplicates.
- [Referrers](https://docs.bilby.health/referrers/referrers.md): Find, add and edit the doctors who refer patients to you.
- [Referring practices](https://docs.bilby.health/referrers/referring-practices.md): Add referring practices and fill in their missing details.
- [Merge duplicate practices and referrers](https://docs.bilby.health/referrers/merge-duplicates.md): Use Clean up to find duplicate practices and referrers and merge them.
- [Fill in missing details in bulk](https://docs.bilby.health/referrers/bulk-missing-details.md): Look up missing details for many referring practices at once.
- [Questions about referrers](https://docs.bilby.health/referrers/questions.md): Answers to common questions about referrers and referring practices.
- [Online booking and patient pages](https://docs.bilby.health/online-booking/overview.md): Let patients book online, send private booking links, run the patient portal, and see what patients see.
- [Turn on online booking](https://docs.bilby.health/online-booking/booking-page.md): Turn on your booking page and choose the locations, services and hours patients can book.
- [Online hours and booking mode](https://docs.bilby.health/online-booking/online-hours.md): Set each practitioner's online hours, offer fixed session times, and choose instant booking or requests.
- [Your practice page and private locations](https://docs.bilby.health/online-booking/practice-page.md): Your public practice page, and keeping a location's address private.
- [Private booking links](https://docs.bilby.health/online-booking/private-booking-links.md): Send one patient a link to book and pay a deposit.
- [Patient portal](https://docs.bilby.health/online-booking/patient-portal.md): Turn on the portal, how patients sign in, and what they can do there.
- [Pages patients see](https://docs.bilby.health/online-booking/pages-patients-see.md): Every page a patient may see, and what each one does.
- [Troubleshooting online booking](https://docs.bilby.health/online-booking/troubleshooting.md): Fixes for common online booking and portal problems.
- [Reports and records](https://docs.bilby.health/reports/overview.md): Run reports, read the activity log, import data, manage your Bilby plan, and export or delete the practice.
- [Run a report](https://docs.bilby.health/reports/run-a-report.md): Pick a report, filter it, choose dates and columns, export it and save it.
- [Look up activity](https://docs.bilby.health/reports/activity.md): See who did what, and when.
- [Import from Halaxy](https://docs.bilby.health/reports/import.md): Bring patients and history across from Halaxy.
- [Manage your Bilby plan](https://docs.bilby.health/reports/plan.md): How Bilby charges, subscribing, changing the card, and what read-only means.
- [Export or delete the practice](https://docs.bilby.health/reports/export-and-delete.md): Download your practice's data, schedule deletion, and restore the practice.
- [Troubleshooting reports and records](https://docs.bilby.health/reports/troubleshooting.md): Fixes for common problems with reports, imports and your plan.
- [Integrations](https://docs.bilby.health/integrations/overview.md): Connect and check Medicare, HICAPS, Xero, Stripe, SMS, email and ePrescribing.
- [Set up Medicare](https://docs.bilby.health/integrations/medicare-setup.md): Register a PRODA device, activate it in Bilby, and check Location IDs and your HPI-O.
- [Keep Medicare working](https://docs.bilby.health/integrations/medicare-upkeep.md): Renew the security key and device registration, deactivate Medicare, and fix problems.
- [HICAPS](https://docs.bilby.health/integrations/hicaps.md): Connect HICAPS and choose a program for each funding source.
- [Connect Xero](https://docs.bilby.health/integrations/xero-setup.md): Connect Xero, choose the income account and tax rate, and map payment methods.
- [Xero sync options](https://docs.bilby.health/integrations/xero-options.md): Choose what goes to Xero and when, disconnect, and fix problems.
- [Card payments (Stripe)](https://docs.bilby.health/integrations/stripe.md): Connect your Stripe account so patients can pay by card.
- [SMS](https://docs.bilby.health/integrations/sms.md): Turn on SMS with your practice's own number, the monthly limit, and turning it off.
- [Email sending](https://docs.bilby.health/integrations/email-sending.md): Send email from your practice's own address, and where replies go.
- [ePrescribing (ScriptPad)](https://docs.bilby.health/integrations/eprescribing.md): What Bilby sets up, and setting up each prescriber.
- [Automatic helpers](https://docs.bilby.health/integrations/automatic-helpers.md): Reading referral letters, finding missing practice details and drafting forms.
- [Questions about integrations](https://docs.bilby.health/integrations/questions.md): Answers to common questions about connecting services.


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