Your First Week: Admin & Reception
Welcome to the front desk! This is your guided path for the first week — work through it top to bottom, and ask your buddy whenever something doesn’t add up.
Day one
- Welcome & First-Day Setup — apps, accounts and your computer.
- Our Values — what we stand for.
- Client Confidentiality — the one policy to know before you touch the phone.
Your first week
- Daily Tasks — shadow reception and follow the opening-to-close checklist.
- Zanda for Admin — the calendar, appointment statuses and flags.
- New Clients — how enquiries become booked clients.
- Clinic Inboxes & Email — categories, shared addresses and privacy.
- Cancellation Policy — the fees and the phone script.
By the end of week two
- Billings & Payments — process a payment with someone alongside you.
- Medicare — claim a rebate end to end.
- Referrals & Mental Health Care Plans — where they live and how they arrive.
