The patient record
The top of the record shows the patient’s name, date of birth and status, with Book appointment and the More patient actions menu (three dots). What’s in that menu depends on your role. If the record says the patient is deceased, confirm this before you book more appointments or submit claims. Each part of the record has its own tab: details, appointments, notes, prescriptions, billing, referrals, messages, files and forms. See Clinical, Billing and payments, Referrals, Messages and follow-up, Patient files and Forms. An appointment with a clinical note or billing activity can’t be deleted. Cancel it instead.Edit patient details
- Open the patient’s Details tab.
- Select the pencil button on the section you want to change.
- Make your changes, then select Save in the bar at the bottom of the screen.
Stop SMS to a patient
Edit the personal details and turn off Allow SMS messages, then save. A patient who replies STOP to a text is opted out too, and START opts them back in.Medicare card and DVA details
On the Details tab, select Add card details (or Edit card details) and enter the card. For a veteran, add the DVA file number and card. If you don’t know the IRN, use 1. Saving a changed card clears its last check, so check it with Medicare again. See Medicare and DVA.Funding identifiers
Private health fund, NDIS, WorkCover and TAC numbers are on the Billing tab, under Funding arrangements.Make a patient inactive
On the Details tab, set the patient status to inactive. Inactive patients aren’t offered when you book, but their record stays and you can find them in search. Set them back to active at any time.Send a booking link
Not every practice has this yet. Bilby turns it on for each practice. If you can’t see it, contact Bilby support.