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Electronic billing & collection | Module 1

Settings & configuration

Whether you’re new to ePractice or have been using it for a while you’ll benefit from this 30-minute module. Learn the tips and tricks of how to customise ePractice - make the most of your working day.

You must have previously logged in to a live ePractice site using your own username and password, which mustn’t be shared with anyone. All training is done online using Microsoft Teams, so ahead of the session please make sure that the computer you’re using has a working microphone and speaker (or headset).

What you'll cover


Find out how to turn on custom invoice numbering – do things your way. Learn how to manage the settings for your personal details, password and marketing communication. Discover how to integrate with services from our partners e.g. patientzone. See how to search the invalid procedure combinations for Aviva, Bupa, Healix Health Services and VitalityHealth. Find out where to access insurer addresses and learn how to add custom details too. Understand setting up a Pricing Matrix –make it quicker and easier to invoice by adding fees to your invoices automatically.