Using Nookal

User Account

• Change of Ownership - Billing 2.0
• Changing Account Password
• Nookal Dashboard
• Managing Continuing Professional Development (CPD)
• Sharing Files with Staff

Diary

• Navigating Through Locations in the Diary
• Practitioner View Option in the Diary
• Displaying Class View in the Diary
• Printing Appointment List for Practitioners
• Navigating the Mobile Diary

Clients

• How to Add New Clients in Nookal
• Finding a Client's Profile
• Printing or Emailing Pass Redemption Lists
• How to Edit a Pass
• Separating Clients
• Creating Client Titles

See all 13 articles

Cases

• Unlinking Sessions And Deleting Payers
• Managing Client Funding
• Creating Cases and Adding Payers in a Client File
• Setting Up a Medicare EPC or CDM Case
• Merging Cases
• Discharging Cases

Appointments

• Managing Appointments
• Booking an Appointment for an Existing Client
• Managing Recurring Bookings
• Booking an Appointment for a New Client
• Redeeming Passes to Pay for Appointments
• Redeeming Passes to Pay for Appointments - Invoicing 2.0

See all 7 articles

Classes

• Scheduling a Class in the Diary
• Invoicing a Class
• Redeeming Passes to Pay for Classes
• Booking and Managing a Client in a Class
• Invoicing a Class - Invoicing 2.0
• Redeeming Passes to Pay for Classes - Invoicing 2.0

Events and Notes

• Booking an Event
• Creating a Recurring Event
• Adding Participants to an Event
• Editing Events Details
• Adding Notes to the Diary

Clinical Notes and Plans

• Using the Outcome Measures Feature
• Creating a Provider Management Plan
• Linking an Existing Clinical Note to a Booking
• Reviewing and Finalising Student's Clinical Notes
• Writing Clinical Notes
• Accessing and Exporting Clinical Notes

Invoices and Payments

• Generating an Invoice from an Appointment on the Diary
• Finding an Existing Invoice
• Generating Ad-hoc Invoices
• Generating an Invoice from the Accounts Screen
• Applying a Discount to an Invoice
• Adding ICD-10 Codes

See all 22 articles

Invoicing and Payments 2.0

• Creating Invoice Reminders
• Invoice Automation for Uninvoiced Bookings
• How to Create a Consolidated Invoice
• Keeping Track of Ad-hoc Invoices
• Exporting Invoices in Bulk
• Paying Invoices in Bulk

See all 27 articles

Letters and Documents

• Writing a Letter
• Using the Letter CC Option
• Deleting a Letter
• Uploading Files and Documents
• Using Images in Letters
• Using Signatures in Letters

See all 7 articles

Marketing and Communication

• Message Centre
• Using the Waiting List
• Nookal Mail
• Nookal Tasks
• Using Chat
• Managing Notifications

See all 9 articles