Skip to content
English - Australia
More support
Are you a patient?
  • There are no suggestions because the search field is empty.

Healthengine Product walkthrough videos

Short video walkthroughs of every Practice Admin feature, for your reception and practice management teams. Choose a product below to jump straight to its video, or watch them all from the top.

Jump to a product

Bookings and payments

Reminders and messaging

Arrival, forms and consent

Visibility and insights

Practice setup

Bookings and payments

Online Bookings

Bookings shows every appointment patients make online, and lets you manage them. Here's how to find a booking, change it, and what your patients are told.

In this video

  • 0:14 – Viewing bookings
  • 0:49 – Finding a booking
  • 1:24 – Booking details
  • 1:48 – Cancelling a booking
  • 2:20 – Changing a booking
  • 3:06 – Patient notifications

Back to top

Appointments Setup

Appointments Setup controls what patients can book online: which types you offer, how long they run, and who they're with. Here's how to manage your types, and set them up for each practitioner.

In this video

  • 0:16 – Your appointment types
  • 1:04 – Creating a type
  • 1:36 – Editing a type
  • 2:36 – Setting up a practitioner

Back to top

Waitlist

Waitlist turns cancellations into new bookings at the click of a button. Here's how to set it up, how patients join, and how to fill a gap.

In this video

  • 0:14 – Setting up Waitlist
  • 0:56 – How patients join
  • 1:29 – Your waitlist
  • 2:03 – Adding and editing patients
  • 2:34 – Notifying patients
  • 3:05 – Automatic notifications
  • 3:40 – Good to know

Back to top

Booking Payments

Booking Payments lets patients pay when they book, and lets you collect payment afterwards. Here's how to set it up, price appointments, request payments, and reconcile them.

In this video

  • 0:16 – Connecting Stripe
  • 0:47 – Practitioner accounts
  • 1:14 – Setting appointment prices
  • 2:01 – Skipping payment
  • 2:26 – Payments on a booking
  • 2:56 – Payment requests
  • 3:41 – Reconciliation

Back to top

Reminders and messaging

Reminders Plus

Reminders Plus texts your patients before their appointment, so they can confirm or cancel with a quick reply. It covers every appointment in your practice software, not only those booked on Healthengine.

In this video

  • 0:22 – When reminders go out
  • 1:02 – Who gets reminders
  • 1:38 – Writing your messages
  • 2:26 – What your patient sees
  • 2:54 – Overview
  • 3:32 – History

Back to top

Patient Messenger

Patient Messenger gives your practice its own mobile number, and one inbox for every text conversation with your patients. In the next few minutes, we'll walk through everything you need to use it, day to day.

In this video

  • 0:16 – Finding your way
  • 0:37 – Sending your first message
  • 1:11 – Replies and delivery
  • 1:42 – Finding conversations
  • 2:05 – Notes and linked records
  • 2:27 – Helen and AI managed chats
  • 3:00 – When Helen hands over
  • 3:21 – Opt-outs

Back to top

Communicate

Communicate lets you text an update to lots of patients at once, like a new flu clinic, or a doctor who's away sick. Here's how to set it up, send your first message, and stay within the rules.

In this video

  • 0:16 – Turning it on
  • 0:44 – Writing your message
  • 1:17 – Choosing who to message
  • 1:42 – Checking the cost and sending
  • 2:10 – After you send
  • 2:33 – Acceptable Use Policy

Back to top

Recalls

Recalls help your practice bring patients back for check-ups, screenings and test results. They come from your practice software, and you contact patients by text, email, call or letter.

In this video

  • 0:21 – How recalls reach patients
  • 0:45 – The Actions screen
  • 1:30 – Working a recall
  • 2:20 – Templates
  • 3:01 – Categories and automation
  • 3:38 – Preferences

Back to top

Smart Recalls

Recalls help your practice bring patients back for check-ups, screenings and test results. With Smart Recalls, Helen, your digital assistant, texts patients and books them in. Your team handles the rest.

In this video

  • 0:23 – How Smart Recalls reaches patients
  • 0:56 – The Actions screen
  • 1:46 – Working a recall
  • 2:53 – Templates
  • 3:34 – Categories and automation
  • 4:20 – Preferences

Back to top

Inbox

The Inbox collects real-time notifications about your Healthengine features, such as new bookings, Waitlist matches and form submissions. Here's how to choose what lands in it, read it, clear it, and get alerts as things happen.

In this video

  • 0:19 – Opening the Inbox
  • 0:39 – Choosing your notifications
  • 1:22 – Reading your notifications
  • 1:49 – Dismissing notifications
  • 2:39 – Alerts as they happen

Back to top

AI Receptionist

AI Receptionist takes the pressure off your front desk. Its built-in assistant, Helen AI, answers your calls, manages bookings, and hands over to your team when needed. Here's how to get started, what callers experience, and how to track every call.

In this video

  • 0:22 – Getting started
  • 0:56 – What callers experience
  • 1:55 – Insights
  • 2:51 – Keeping it accurate

Back to top

Arrival, forms and consent

Check-Ins

Check-Ins texts your patients a link before their appointment, so they can check themselves in when they arrive. Here's how to turn it on, choose your preferences, and see what your patients and your team experience.

In this video

  • 0:17 – Turning it on
  • 0:49 – The Check-Ins page
  • 1:08 – Self check-in and place in queue
  • 1:34 – Details, timing and distance
  • 2:01 – Appointment types and saving
  • 2:37 – What your patient sees
  • 3:13 – What your team sees
  • 3:38 – Switching things off

Back to top

Kiosk

Kiosk lets patients check in, and approve bulk billing, on a tablet at your front desk. Here's how to set it up, pair a tablet, and what your patients will see.

In this video

  • 0:15 – Before you start
  • 0:41 – Check-Ins settings
  • 1:05 – Kiosk preferences
  • 1:32 – Pair your tablet
  • 2:13 – Lock it down
  • 2:31 – Patient check-in
  • 3:13 – When it can't check in
  • 3:42 – Bulk Bill Consent on Kiosk

Back to top

New Patient Forms

New Patient Forms lets new patients fill in their details online, before their first visit. Here's how it works, where to find completed forms, and how to customise yours.

In this video

  • 0:16 – How it works
  • 0:45 – Finding completed forms
  • 1:30 – Customising your form
  • 2:29 – Off-platform forms
  • 3:17 – Turning it off

Back to top

Custom Forms

Custom Forms lets you build your own patient forms, send them to patients, and collect their answers in Practice Admin. Here's how it works.

In this video

  • 0:13 – Starting a form
  • 0:40 – Building the form
  • 1:12 – Question types
  • 1:49 – Sending to patients
  • 2:25 – Automation rules
  • 3:13 – Submitted forms
  • 3:39 – Managing your forms

Back to top

Bulk Bill Consent

Bulk Bill Consent texts your patients a link, so they can agree to be bulk billed and assign their Medicare benefit to your practice. Here's how to turn it on, set it up, and keep track of every consent.

In this video

  • 0:17 – Turning it on
  • 0:47 – Choosing appointment types
  • 1:25 – Finishing setup
  • 1:44 – At the clinic
  • 2:16 – What your patient sees
  • 2:57 – Tracking consents
  • 3:40 – Re-sending and manual consent

Back to top

Express Care

Express Care lets patients request medical certificates, repeat scripts and repeat referrals online, and pay only when you approve. Here's how to set it up, hear about new requests, and review them.

In this video

  • 0:18 – Finding Express Care
  • 0:39 – Setting up a request type
  • 1:21 – Scripts, referrals and your policy
  • 1:57 – Getting notified
  • 2:18 – The Overview queue
  • 3:08 – Reviewing a request
  • 3:35 – Approving or rejecting

Back to top

Visibility and insights

Insights

Insights shows how your practice is doing online: bookings, reminders, patient feedback and more. Here's what each box means, and how every number is worked out.

In this video

  • 0:15 – Choosing a date range
  • 0:42 – Online bookings
  • 1:22 – Care experiences
  • 1:45 – Patient satisfaction and retention
  • 2:25 – Online visibility
  • 2:56 – Your booking activity
  • 3:14 – Locked boxes and errors

Back to top

Feedback and Reviews

Feedback and Reviews asks your patients how their visit went, and invites them to review you on Google. Here's how to choose your settings, read the results, and follow up.

In this video

  • 0:16 – How patients are asked
  • 0:51 – Preferences
  • 1:33 – Overview
  • 2:33 – Following up
  • 3:02 – Switching it off

Back to top

Featured Listings

Featured Listings puts your practice in the top three search results on Healthengine, for a suburb and specialty you choose. Here's how to find it, ask for it, buy a listing, and manage the listings you hold.

In this video

  • 0:18 – Opening Featured Listings
  • 0:46 – Asking for a listing
  • 1:14 – Finding a listing
  • 1:56 – Buying a listing
  • 2:40 – Your purchased listings
  • 3:08 – If your page looks different

Back to top

Practice Profile

Your Healthengine profile is what patients see before they book, and you can keep it up to date yourself. Here's how to edit each section, from contact details to photos.

In this video

  • 0:15 – Opening your profile
  • 0:41 – Opening hours
  • 1:10 – Description
  • 1:39 – Images
  • 2:05 – Pricing and payments
  • 2:39 – More details
  • 3:01 – Ratings, links and preview

Back to top

Practice setup

Account

The Account section of Practice Admin is where you control who can log in to your practice, and what each person can do. Let's set up roles, add a staff member, turn on two-step login, and check your subscriptions.

In this video

  • 0:17 – Roles
  • 0:49 – Creating a role
  • 1:23 – Editing and deleting roles
  • 1:49 – Adding a staff member
  • 2:15 – Managing users
  • 2:40 – Authenticators
  • 3:16 – Subscriptions
  • 3:32 – Keeping access secure

Back to top

Manage Practitioners

Manage Practitioners is where you set up the clinicians who appear on your Healthengine profile and take online bookings. Here's how to find your practitioners, add a new one, edit their profile, and hide or remove them.

In this video

  • 0:18 – Your practitioner list
  • 0:55 – Creating a practitioner
  • 2:03 – Editing a profile
  • 3:04 – Appointment types
  • 3:24 – Ordering your team
  • 3:40 – Hiding and removing

Back to top

Patient Search

Patient Search shows you what Healthengine has sent to a patient, and what they've booked, using just their mobile number. It's the quickest way to answer a patient who calls about a text. Here's how it works, and how to block a phone number.

In this video

  • 0:20 – Opening Patient Search
  • 0:40 – Searching by mobile number
  • 1:09 – Bookings
  • 1:34 – Reminders, recalls and more
  • 2:28 – Blocked phone numbers

Back to top

Need a hand?

Our support team is here to help your practice get the most out of every feature. Chat to us via live chat in Practice Admin, or email support@healthengine.com.au.