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Gensolve Enterprise Manager
Gensolve Enterprise Manager
Accounting
Administration
Videos
Appointments
Banking & daily takings
Billing & payments
Clients
Clinicians
Conditions & medical notes
Front office
Gensolve API
Healthlink
Internet connection
Letters & Templates
Products
Reports
Troubleshooting
Working with files
Web portal
Custom forms
HICAPS
Installation & troubleshooting
Medicare
Online payment
Telehealth
Third party integration
Tyro
Workcover
The Workspace
Managing Conditions
Using the Support Centre & Accessing Information
Setting up your Organisation
Payments
managing and billing
Main Form
Banking and receipts
Business
Debtors and Creditors
Payroll
GPM Web Booking Portal
processes
Sending Emails From GPM
Hints & Tips
GPM Start-Up Training
ACC
Contract
Built-In Reports
GPM_Light
Gensolve Practice Manager
Login in GPM Web
Appointment
Condition
Release Notes
New Zealand Release Notes
Audio New Zealand
AU Release Notes
UK Release Notes
Erent
Gensolve Audio Enterprise Manager
ACC
Accounting
Administration
Appointments
How To Create A Bank Reconciliation Using QIF File
ACC Insurer Schedules
ACC Payments Rejections
Loans Introduced
Working with Account Entries and Ledgers
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Knowledge Centre
Gensolve Enterprise Manager
Gensolve Enterprise Manager
Accounting
Administration
Videos
Appointments
Banking & daily takings
Billing & payments
Clients
Clinicians
Conditions & medical notes
Front office
Gensolve API
Healthlink
Internet connection
Letters & Templates
Products
Reports
Troubleshooting
Working with files
Web portal
Custom forms
HICAPS
Installation & troubleshooting
Medicare
Online payment
Telehealth
Third party integration
Tyro
Workcover
The Workspace
Managing Conditions
Using the Support Centre & Accessing Information
Setting up your Organisation
Payments
managing and billing
Main Form
Banking and receipts
Business
Debtors and Creditors
Payroll
GPM Web Booking Portal
processes
Sending Emails From GPM
Hints & Tips
GPM Start-Up Training
ACC
Contract
Built-In Reports
GPM_Light
Gensolve Practice Manager
Login in GPM Web
Appointment
Condition
Release Notes
New Zealand Release Notes
Audio New Zealand
AU Release Notes
UK Release Notes
Erent
Gensolve Audio Enterprise Manager
ACC
Accounting
Administration
Appointments
How To Create A Bank Reconciliation Using QIF File
ACC Insurer Schedules
ACC Payments Rejections
Loans Introduced
Working with Account Entries and Ledgers
Gensolve Enterprise Manager
Are you looking for help with Gensolve's flagship windows application, installed on your computer?
Creditor Bank Account History
View Appointments with Former Providers
Clinician Appointment Counts
Archiving of Claims for Medicare Online
HealthNow Payment
Working with ACC ICP Contracts
Using a Spellchecker in AEM
Test
Accessing Vald Performance
Creating BCTI's for Commission Payments
Recovery Plans and Managing Debtors
Accepting and Declining an ACC ICP Contract
Adding ACC ICP Outcome Measures
Maintaining ACC45 Claim Numbers
Working with Contract Contacts
Setting up to work with ACC
Subscribe to Medical Objects Messaging Service
Using Medical Objects Messaging Service with GPM
Using Careway
Accounting
Creating Salary with Expenses
Balance Sheet by Site
How to Display the Asset Invoice Number Inside the Payment Report
How to Create a Statement Batch
How to Create a Ledger Budget
Managing Ledger Budgets
How to Create a Commission Template
How to Manage a Commission Due and Batch
How to Apply Item Ledgers
Write Off Item Details
Uncleared Items
Trial Balance (date range)
Trial Balance (as at a date)
Revenue Item Details
Revenue Details
Profit & Loss vs Budget
Profit & Loss Statement
Profit & Loss By Site
Profit & Loss By Month
Ledger Transactions
Ledger Posting Monthly Summary
Fixed Asset Schedule
Current Accounts
Current Account Transactions
Cash Revenue Details
Balance Sheet
Setup a New Insurer
Create a New Creditor
Create a Manual Bank Reconciliation
Create A Bank Account
Email Statement Batches
Email Numerous Invoices to One Debtor
Change the Amount of an Invoice Item
Create a GST Return
Debtor Revenue Summary
Managing Items in Xero
See more
Administration
Adding New Staff to GPM
Create an Email Template
How to Create a System User
Create an Appointment Schedule
Create a New Clinician
Verify a Vendor's Internet Domain
Auto Schedule SMS Messages
How Is An SMS Message Created
Create an SMS Template for Reminders
Create a User Access Role
How to Restrict Service Charges by Provider Type
How to Make a Service Charge Usable for a Specific Debtor Only
Adding New Staff to GPM
How to Create an Email Template for Custom/Smart Form
How to Remove Staff from GPM
How to Change an ACC Contract Type
How to Add an Additional ACC Provider Contract
How to Edit a Letter Template
How to Add a Provider to a Site
How to Create a New Service Charge
How to Search Sites for Calendar View in GPM
Customise Graphics
Create a Letter Template
Delete Previously Verified or Registered Email Addresses from GPM
Change Password Policies
Change Password
Change Colours used for Medical Notes
Setup SMS Messaging
Create a New Client
Create a New Site
Show Previous Appointment Schedules for Inactive Clinician
Provider Appears Twice on Appointment Book
Change the Colour of an Appointment
Change a Service Charge Amount
Add an Image to my Email Signature
Add a Public Holiday
Restrict Service Charges by Provider Type
GST Number
Clinicians not at Site Appear in Event User Selection List
Changing a User's Access Privileges
Email Addresses Marked as Spam
Add Provider Contract Settings to a Site
Enable Provider Web Access
See more
Videos
How to Create a Child Ledger
How to Create an Employee Salary Payment
Appointments
Book an Appointment Again
Reorder Site Tabs
Create a Clinician Appointment
Vertical Writing on Appointment Book
How to Create a Follow Up Appointment
Print Daily Appointments
Appointment Charges Paid by Debtor Bulk Funding
Appointment Book Shows Provider with No Appointment
How to Set an Appointment Status
Create a Personal Trainer Appointment
How to Pay an Appointments Using a Membership
How to View Appointments with Former Providers
Create a Quick Appointment
An Overview of the Appointment Book Display Options
Set a Default Appointment Duration
Re Book a Cancelled/No Show Appointment
Prevent Booking Outside of Available Hours
Identify Clinician Appointment Types
Delete a Paid Appointment
Create Recurring Client Appointments
Adjust the First Day of the Week showing on the Calendar
Set an Appointment Status
Create & Apply Discounted Charges
An Overview of the Appointment Book Display Options
Prevent Overlapped Appointments
How to Create an Appointment
Which User Created or Edited an Appointment?
Provider Not Showing On Appointment Book
Appointment Slip Footer Text
Edit an Invoiced Appointment
See more
Banking & daily takings
Create a Banking Entry
Create Daily Takings
Daily Takings Fails To Include a Payment Type
Billing & payments
Client Payments
Create a Partial Payment
Create a Client Refund
How to Create a Simple Client Payment
Next Appointment Details in the Invoices
Create a Custom Debtor Invoice
Assign a Charge to Another Client
Aged Debtors Report & Client Payment Discrepancy
How to Use a Previous Overpayment
Create an Overpayment
How to Create a Client Write-Off
How to Create a Client Statement
How to Transfer Credit from One Client to Another Client
How to Make a Payment using a Credit
How to Reassign an Invoice to a New Debtor
Create a Simple Client Payment
Change the Debtor Invoice Details
How to Create a Multiple Payment Receipt
Payment Information on Invoices Details Screen
Appointment Billing Options
Invoicing a Debtor From an Appointment
Wrong Details on Client Invoice
How to Create a New Debtor
How to Create a Client Invoice
How to Generate a Receipt for a Cash Sale
Debtor Statement - Remittance Advice not Printed
Adding Footer Text to an Invoice
See more
Clients
Merge a Duplicate Client
Find a Client
Navigate to GPM Web from GPM
How to Update a Client's Vaccination Status
GPM Integration with MailChimp
How to Create a Letter for a Client
Adding a Client to and Working with the Waiting List
Upload Files
Highlight a Client
Record of SMS Messages Sent to Clients
See more
Clinicians
Restricted Clinical Notes
Conditions & medical notes
Cannot Edit Medical Notes Drawings
Change a Condition when Medical Notes Exist
Attachments in Medical Notes
Managing Conditions & Medical Notes
Discharge a Condition
How to Change an Appointment Type without Losing Notes
Create Daily Notes
Medical Notes
Medical Notes Window
Assessment Type
Client Conditions
How to Copy a Contract Type
Create Medical Notes Based on a Deleted Exam
Configure the Allowance Per Condition
Check Whether Objective Notes Have Been Changed
Change an Appointment Type without Losing Notes
Merge Conditions
Create Notes Based on a Deleted Appointment
Manage Clinician's Default Assessment Type
Create/Copy Notes Based on Another Condition
Clinician Medical Notes Settings
Exam Notes Not Carried Forward to New Appointment
Medical Notes are Not Displayed as Expected
Medical Notes are Greyed Out/Disabled
How to Create a Private Client Condition
See more
Front office
Create a New Referrer
Create Client Notes on a Class
Add a Client to a Class
Cancel & Refund a Membership
Managing Client Groups
Remove Multiple Clients from Client Groups
Add Clients to Client Groups
How to Charge a Class to a Client's Membership
Using Another Client's Membership Card
Invoicing Classes to an Insurer
How to Change the Class Details
Manage Classes
How to Set Up SMS Reminders for Class Attendees
How to Reassign Non-Completed Events
Create a New Weekly Class
Send Communication to a Client Group
List Clients in a Group
How to Create a Client Group
See more
Gensolve API
How to get started using GPM's API
Healthlink
Manage Messages Received from HealthLink
Using HealthLink Messaging Service with GPM
HealthLink Blood Test Results
HealthLink Questions
Why a Healthlink message sent is now in the Failed folder?
HealthLink Messages Stuck in Outbox
What do the Healthlink Message Statuses mean?
Send a Message via HealthLink Messaging
Setup a Referrer for HealthLink Messaging
Subscribing to HealthLink Messaging Service
See more
Internet connection
How to Test your Internet Connection Speed
Cannot Access GPM using Hotel Internet Access
Letters & Templates
How to Unlock a Letter or Uploaded File
Add a Restriction for Clients that Have an Event
How to Send Letters as a PDF
System Crashes When Bulk Emailing
How to Create Mailshots
Letter Template Displays in an Unreadable Format
How to Set the Date Format in an Excel Template
Restrict User Access to Letters
See more
Products
Transfer a Product
Record a Product Use
Enter a Product Purchase
Create a Stock Take
Update the Product List
Create a Product
See more
Reports
How to Run a Report
Send a Report via Email
HTML API Reports
How to Export Data to Excel using a Template
How to Run a Template Merge and Send Bulk SMS
Run a Report
See more
Troubleshooting
Installing Gensolve Practice Manager
Before You Begin
Troubleshooting GPM Installation
Application Cannot be Started
Cannot Access Gensolve Feature Suggestion Box
Upload Data Files for Migration
Installing the HICAPS Terminal & Software
Troubleshooting .NET 4 & Crystal Reports 2013
Installing .NET 4 & Crystal Reports 2013
System Requirements
Running ShowMyPC
Installing Microsoft Security Essentials
Logging In to Gensolve Practice Manager
See more
Working with files
Save or Send a file in PDF format
Converting .doc to .docx Files
Upload Large Files
Restrict Access to Client Uploads
Web portal
Managing in GPM Appointments Booked Online
Web Portal Configuration - Clinicians Settings
Appointment Booking Web Portal Configuration
Web Portal Configuration - Vendor Custom Settings
Web Portal Configuration - Custom Text Settings
Setting Up Service Charges for the Appointment Booking Web Portal
Web Portal Configuration - General Settings
Login & Booking Processes within Appointment Booking Web Portal
Web Portal Configuration - General Settings
Track Appointments booked as Google Analytics Conversions
Appointment Booking Web Portal Configuration
Web Portal Configuration - Custom Text Settings
Web Portal Configuration - Clinicians Settings
Web Portal Configuration - Vendor Custom Settings
Setting Up Service Charges for the Appointment Booking Web Portal
See more
Custom forms
System Fields for Exam Entry Forms
System Fields for Assessment Entry Forms
Medical Notes - Daily Notes Tab
Condition Details Form
Medical Notes - General Health Tab
Adding the Score and Formula Field into a Contract Custom Form
System Fields for Client Entry Forms
Sending Custom Forms
How to Create a Custom Form
How to Group Custom Forms
How to Set Custom Forms as Completed When a Form is Saved Online
Save an HMTL snapshot when completing custom forms
Form Fields for All Owner Types
Client Details Form
System Fields for Form Entry Forms
Shortcuts on Form Fields for Custom Forms
Adding a Number Text Box into a Custom Form
Adding a Formula Field into a Custom Form
Changing the Location of a form object
Changing the Size of a form object
Setting up a Default Button on a Custom Form
Storing Scores on Form Entries
An Overview of Custom Forms
See more
HICAPS
Using HICAPS with GPM
Cancel a HICAPS Transaction
Perform a Medicare Bulk Billing Claim via HICAPS
Create a HICAPS Payment Type
Installation & troubleshooting
Installing the HICAPS Terminal and Software
Web Access to Appointment Book
Troubleshooting HICAPS Installation
Medicare
Managing Medicare Claims with GPM
Performing Medicare Claims via HICAPS
Setting up to Perform Medicare Claims via HICAPS
Perform a Medicare Bulk Billing Claim via Tyro
Submit Stored Claims for Medicare
How to Perform a Medicare Bulk Billing Claim via Medicare Online
Medicare Online Claim Reports
Setting Up to Perform Medicare Claims with GPM
How to Perform a DVA Claim via Medicare Online
Update and Validate Medicare Provider No's
Medicare Online Patient Claim and Claiming for Clients Under 14
Reconciliation / Automatic Reconciliation of Medicare Claims
Reconciliation / Manual Reconciliation of Medicare Claims
Set KM and service details on a Medicare/DVA claim
Using Medicare Online with Gensolve
Medicare Claim Report Screen and Accessing Reports
Medicare Online Patient Claim Same Day Delete
Medicare Online Patient Claims Resulting in a Pendable Claim Status
Managing Medicare Claims with HICAPS or TYRO Easyclaim
Performing Medicare Claims via Tyro
Post Medicare Claims Actions via HICAPS or TYRO Easyclaim
Setting Up to Perform Medicare Claims with GPM
Claiming and Submitting Stored Bulk Bill and DVA Claims
Perform a DVA Claim via Medicare Online
Create a Medicare Product
Create a Medicare Service Charge
Update & Validate Medicare Provider No's
Update & Validate Referrers Medicare Provider No´s
Setting Up to Perform Medicare Claims via Medicare Online
Post Medicare Claims Actions
See more
Online payment
Stripe Payment
WindCave Payment
Telehealth
Stripe Payment for Telehealth Consultation
Send a Reminder with Telehealth link
Create a New Service Charge for your Telehealth Appointments
Booking a Telehealth Consultation via GPM Appointment Book
Using Telehealth with GPM
Telehealth Initial and Followup Appointments
Booking a Telehealth Consultation via Online Booking Portal
See more
Third party integration
Accessing Physitrack
Accessing Physiotec
Third Party Software Contact Information
Accessing Third Party Applications from GPM
Tyro
Using Tyro with GPM
Cancel a Tyro Transaction
How to Perform a Tyro Eftpos Transaction
Perform a Manual Tyro Transaction
Perform a Tyro Transaction
Configure a Clinician for Tyro
Setting Up to Perform Medicare Claims via Tyro
Create a Tyro Service Charge
Create Tyro Payment Types
Installing & Configuring the Tyro Terminal Adapter
How to Setup a Tyro Device
See more
Workcover
Using WorkCover QLD in GPM
The Workspace
Client Header
Icons
Shortcut Keys
Getting Help
Touring the Workspace
Appointment Book
Main Menu
Top Menu
See more
Managing Conditions
How to Create an Insured Client Condition
Create an Insured Client Condition
Using the Support Centre & Accessing Information
Accessing the Gensolve Suggestion Box Feature
Submitting a Ticket
Logging Into the Gensolve Support Desk
Accessing GPM Release Notes
Setting up your Organisation
Configure a Clinician for HICAPS
Allocate a Client Membership
Create a HICAPS Service Charge
Create an Exam Test Type
Create a Patient Goal
Create a New Membership Type
How to Setup a HICAPS device
See more
Payments
Record a Debtor Invoice Payment
managing and billing
Perform a Manual HICAPS Transaction
Perform a Medicare Claim Reconciliation
How to Perform a HICAPS Transaction
Main Form
Miscellaneous Reports
Quality Reports
Clinician Appointment Schedule - Detailed
Newly Added Help Topics
Clients Not Seen & Not Discharged Report
Intra Referrals Report
Contract Outcome Reporting
Contract Tracking Report
Custom Contract Appointment Detail Report
Referral Source - Clients
Referral Source - Conditions
Why Choose Us - Clients
Why Choose Us - Conditions
New Clients Report
GP Clients Referral Source Report
DNA / Cancellations Report
Condition Summary Report
Condition Referrer/Clinic Summary
Condition Referral Details
Clinician Unique Clients Report
Clinician Capacity
Clients Not Seen Report
Clients Last Appointment Report
Client Referral Detail
Client Demographics Report
User Access Activity
PT Paid Appointments Report
Moved Appointments
Deleted Appointments
Custom Contract Detail Report
Contract Stats
Contract Summary Report
Contract Site Payment Details Report
Contract Provider Report
Contract Export - Provider Hours
Contract Discharge Export
Clinical Reports
Initial vs Follow-Up Report
Incomplete Exams Report
Discharge Summary Report
Condition Follow-Ups Report
Condition Discharge Export
Condition Appointment Allowed Status Report
Clinician Summary Report
Clinician Appointment Treatments
Clinician Appointment Schedule
Client Condition Goals Report
Client Appointments Treatments
Appointments Without Conditions
Appointments Not Completed
Business Reports
Product Sales Detail Report
Product Activity Report
HICAPS Summary Report
Clinician Appointment Summary Report
Clinician Appointment Detail Report
Client Payments Report
Client Memberships
Client Membership Usage Detail
Client Appointment Service Charge Summary
Client Appointment Service Charge Detail
Appointments Without Service Charges
Appointments to Invoice
Appointments Owing
See more
Banking and receipts
Daily Takings by Clinician Report
Banking & Receipts Reports
Business
Running Business Reports
Clinician Revenue Generated Report
Clinician Revenue Generated Report - Detailed Description
Clinician Revenue Paid Report - Detailed
Clinician Revenue Paid Report
Product Stock Levels
Insurer Revenue Report
Expenses
Clinician Appointment Revenue Report
Client Grouping Revenue Report
Business Payments
Bank Reconciliation Items
See more
Debtors and Creditors
Debtors & Creditors Reports
Outstanding Debtor Items
Debtor Listing
Creditor Listing
Aged Debtors
Aged Creditors
See more
Payroll
Payroll Reports
Employee Salary Summary
Employee Salary Detail
GPM Web Booking Portal
GPM Web Booking Portal Setup
processes
Share a Custom Form
Commissions On Hold
Commissions to Users
Managing Commissions
Commission Between Sites
Commission Due & Commission Batches
See more
Sending Emails From GPM
Sending Emails from GPM
Hints & Tips
How to Export Data to Excel
Retrieve Documents from the Recycle Bin
Retrieve Documents from GPM
Retrieve Documents from PC
Retrieve Documents with the Offline File Window
Reorder the Site Tabs
How to Retrieve Documents with the Offline File Window
See more
GPM Start-Up Training
Search for an Existing Client
GPM Start-Up Training
Create a Client Event
Edit an Appointment & Add Charges
Use the Support Centre
See more
ACC
How to Create a New Miscellaneous Item to Bill
How to Create and Send a Schedule to ACC
How to Create a Condition for a New ACC Claim
How to Create an Insurer Schedule
ACC Allied Health Services Contract
ACC Physio MBI Contract
Working with ACC Physio MBI Condition and Appointments
Modifying an ACC32 Request
How to Reject an ACC32
How to Expire an ACC32
ACC32 With Only 1st Appointment Approved
ACC32 Rejected with Appointments Booked
ACC32 Is Not Available to Use on an Appointment
Upload Remittance
How to Download an ACC Remittance
How to Send an ACC45 to ACC
See more
Contract
Multiple Contract Type
How to Set a Contract Invoice to Site
Custom Contract Billing Controls
Contract WIP Report Settings
How to Inactive the Budget Type of a Contract
Contract Charges SMS Reminder Settings
How to Apply Contract Pre-Invoice Verification
Contract Due Events Window
Managing Custom Contracts
How to Create a Contract Appointment
How to Create a Contract Assessment Report
How to Create a Custom Contract
How to Create a Custom Contract and Contract Invoice
How to Set Up a Contract Type
Creating an ACC Contract Schedule
Creating a Contract Invoice
Contract Budget Types
See more
Built-In Reports
Exam Treatment Types
Contract WIP Export
GPM_Light
GPM Light and Web Booking Portal Setup