Using Nookal

User Account

• Change of Ownership
• 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 Edit a Pass
• Printing or Emailing Pass Redemption Lists
• Separating Clients
• Creating Client Titles
• Creating Gender Titles
• Using Gender Titles

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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 Recurring Bookings
• Booking an Appointment for a New Client
• Booking an Appointment for an Existing Client
• Managing Appointments
• Redeeming Passes to Pay for Appointments
• Understanding Last Modified Updates on Appointments

Classes

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

Events and Notes

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

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

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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

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Marketing and Communication

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

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