Practice Admin Guide
Set up and support your practice's case conferences
A step-by-step handbook for practice managers — from your first-day setup to preparing patient rosters, managing consent, and getting each conference ready for your GPs.
Your role, in plain English
The GP hosts the conference, you help them — Conference.care makes it easy for you.
You don't need clinical knowledge and you won't be in the conference itself. Your job is to keep your practice's side of things tidy — patients, rosters, devices, billing — while Conference.care handles the coordination, scheduling and compliance behind the scenes.
What you'll do
- See every conference at your practice at a glance
- Add and update your practice's patients
- Help prepare a roster when needed — add, swap or remove patients
- Open a conference and load it on the GP's device (e.g. a clinic iPad)
- Keep an eye on billing and Medicare prep
- Invite GPs and manage who's a practice admin
What Conference.care handles
- The scheduling and admin legwork
- Assembling the patient's clinical team for each conference
- The software and the technical side
- Consent — for the most part (escalated to you only as a last resort)
- Cancelling or rescheduling — raise it with the team for resolution
Finding your way around
Log in at portal.conference.care. The main menu gives you everything you need:
| Menu item | What it's for |
|---|---|
| Dashboard | Your day at a glance — next conference countdown, consent tracking, recent activity |
| Meeting | Open a live conference |
| Calendar | Every conference at your practice — past and upcoming |
| Patients | Your practice's patient roster |
| Case Conferences | Recurring weekly meeting blocks |
| Conference Requests | Requests coming in from your GPs |
| Billing | Consent & Medicare prep status |
| Practitioners | The GPs at your practice |
The welcome wizard
When you first sign in you'll be walked through a short setup wizard. It takes a few minutes and only needs to be done once.
-
Confirm your practice's GPs
Review the pre-loaded list of GPs. Add anyone who's missing, remove anyone who's moved on. For each GP you'll need their name — their email is optional but triggers a login invitation.
-
Set up conference blocks (optional)
If your GPs hold regular case conferences, you can set up recurring one-hour blocks — weekly or fortnightly. This isn't mandatory and can always be configured later.
-
Agree to Terms of Service
Read the agreement and confirm you're authorised to accept on behalf of your practice.
-
Telehealth setup
You'll be asked whether your practice is equipped for video-based telehealth consultations. Answer and add any notes about special circumstances — then you're through to the dashboard.
Most days there's nothing for you to do
Conference.care handles the coordination and scheduling. You'll only need to step in for the occasional roster change, a new patient, or on conference day itself.
Dashboard overview
Your dashboard shows a read-only snapshot of your practice's conference activity:
- Next conference countdown — when the next one is due
- Eligible for Medicare submission — items ready for billing
- Consent tracking — current consent status across patients
- Recent activity — latest actions at your practice
Adding and updating patients
Adding an individual patient
- Open the Patients section
- Choose to add a patient
- Enter their name, date of birth and contact details
- Select the owning GP — this identifies whose patient they are
Adding multiple patients
Use the CSV import option to add several patients at once. Include each patient's owning GP in the file and the system will process them all together.
Consent handling
Helping prepare a conference roster
- Open the conference from Calendar
- View its details
- Start typing a patient name — the list shows who's available, who's already booked, and who isn't eligible yet
- Manage the roster: swap one patient with another, remove a patient, or add notes for the GP to see
Rescheduling or cancelling
You don't need to attend the conference yourself
The conference is between the GP and the clinical team. Your part is getting everything ready for the GP to start — then you're done.
The shared-device scenario
The most common setup: you open the conference on a shared clinic device (like an iPad) and hand it to the GP at the scheduled time.
Your job — get it ready
- Open the scheduled conference from your admin account
- Use the "Join as GP" button to load it on the device the GP will use
- Hand the device over at the scheduled start time, ready to begin
Not your job — the conference itself
- Once the conference is loaded, you can step away
- The GP and clinical team run the discussion
- You don't need to be present or participate
- Patients usually don't attend (only if the GP invites them)
Billing & Medicare
The Billing section shows where things stand for Medicare submission: which items are eligible, each patient's consent and Medicare card status.
Medicare-eligible items
Items eligible for Medicare submission are listed with status badges showing consent and Medicare card status for each patient. See the badge reference in Part 5 for what each badge means.
Marking an item as billed
You can mark items as billed on a GP's behalf. The system records this action on their behalf and maintains a clear audit trail.
Managing practitioners
Adding or inviting GPs
- Add a GP individually or import several from CSV
- Include an email address to trigger a login invitation
Updating contact information
Added a GP without their email previously? Add the email address on the Practitioners page and the system will resend the invitation.
Granting practice-admin access
Decide who else at your practice should have admin access. You can grant or remove access at any time via a toggle on the Practitioners page.
Patient call history
Open any patient record to view their case-conference history. Past conferences are listed with their recording and finalisation status.
Who does what
A quick summary of responsibilities across Conference.care, your GPs and your admin team.
| Area | Conference.care | GP | Practice admin |
|---|---|---|---|
| Scheduling & admin | Handles the scheduling and admin legwork | Accepts or requests conference times | Oversees the calendar |
| Clinical team | Assembles the clinical team | Decides who's involved | — |
| The conference | Provides the software and tech | Hosts and leads the clinical discussion | Loads it onto the device |
| Consent | Manages consent (escalates as a last resort) | — | Assists if escalated |
| Medicare | Prompts the correct item number | Claims the Medicare item | Keeps an eye on billing |
| Patients | — | — | Adds and updates patients |
| Roster | — | Reviews the roster | Helps prepare when asked |
| Practitioners | — | — | Confirms GPs, manages invites |
| Changes | Handles cancellations & reschedules | Raises the request | Raises the request |
Consent & Medicare status badges
These badges appear throughout the platform to show you where things stand at a glance.
Consent badges
Medicare badges
Common questions
Do I need to attend the conference?
No. The conference is between the GP and the clinical team. Your part is over once it's ready for the GP to start.
I can't see a patient I expected.
You'll see patients at your own practice, grouped under their owning GP. If one's still missing, they may not have been added yet — add them from Patients, or ask us and we'll sort it.
The "Join as GP" button isn't showing.
It appears close to the scheduled start time. Open the conference right when it's due to begin and you'll be able to load it onto the GP's device.
I need a conference moved or cancelled.
Raise a request from the conference, or just tell us. We'll handle the change — including reshuffling the clinical team.
A GP hasn't received their invite.
Check their email on the Practitioners page. If it's missing or wrong, add the correct one and we'll resend the invite.
Need a hand?
We're here to help. Contact us online or call 02 9173 8555 and we'll sort it out.