The first step to using HealthKit to its fullest potential is to create a profile of you and your practice including professional details, location, practice hours, expertise and languages spoken, as these details appear on your invoices, clinical reports and patient records.
You can make changes to and update your profile and online booking preferences by clicking the Profile tab, then selecting the Personal or Locations pages. You can also update your account settings, set your reminder preferences and add users if you are in a group practice, and change your password through the Profile tab.
Your directory profile
Main article: Your HealthKit directory profile
HealthKit's directory and online bookings service allows you to grow and promote your practice to new patients and referrers through HealthKit's directory and is automatically integrated into your practice management software. New and existing patients can also book directly with you through the HealthKit directory or through your website linked to the HealthKit directory. You have the flexibility to choose the level of information shown on your profile and also provides two online bookings options, all of which can be tailored for each practitioner at each practice location in your practice.
Main article: Practitioner Personal Details
The Personal tab lists your name and professional details (such as profession, qualifications and registration number), which appear on your invoices and billings. The Personal tab also includes your expertise, qualifications and credentials, any languages you speak and professional description, which appear on your profile on the HealthKit directory. You can also set and update your directory profile preferences.
Your birth date is also required for security and verification purposes (it does not appear on your invoices or on your directory profile).
Click the Edit button to update your personal details.
Locations, practice hours and online bookings preferences
You can record the details of each location in which you practice, as well as the hours that you are available to treat patients at each location, set a default location and set a colour for when you see patients at each location. You can also set your online booking preferences for each location and each practitioner at that location.
Click the New Practice button to add a new practice to your list of locations and then add the practice hours you keep and your online booking preferences for that specific location. You can always update locations, hours and online booking preferences by clicking the edit icon near the location or near the practice hours for that location.
In group practices, hours and booking preferences for each practitioner are shown next to each practice in which they work. You can also archive or delete a practitioner from a practitioner location.
Main article: Settings
The Settings page allows you to set your timezone, currency and time format and background colour used throughout your account, as well as set whether you want patient invitation and notes sharing available in your HealthKit. You can also set your default invoice and report template, so that your invoices and clinical reports are printed with your information on them including practice letterheads and logos.
Main article: Payments
The Payments page is where you can add your payment and deposit accounts to enable payments processing and other add-on services (such as text reminders). You can edit or update information by making changes in the fields and clicking Save.
Main article: Reminders
You can set when and how you want reminders and notifications to be sent to patients for appointments, including for appointments at your practice locations as well as home visits. You can add preferences by making changes in the fields and clicking Save. You can also tailor the wording of the reminder or notification by clicking the Edit icons, as well as set up two-way reminders so that patients can confirm their appointments when you send them a reminder and their confirmation is shown on your calendar.
Users and passwords
HealthKit is designed for sole practices, groups practices and large multi-disciplinary clinics alike. The Users page is where practice owners can practitioners and administrative staff to create a HealthKit group practice account, and set and update their level of access. The Users page is also where you set and update your password.