How-to guides

Sign in methods, password reset, creating an account, and signing out.

The main layout — left nav, workspace, and where to find actions.

Today's bookings and services in one feed, with per-day actions for adding and printing.

Work through outstanding items – starting with claiming actions like rejected and failed claims – from one place, ranked by urgency.

Where actions live — page buttons, row menus, keyboard shortcuts, and the command palette.

How contextual help works, how to search, and where to find everything.

Hide customer names, phone numbers and email addresses on a screen that patients can see.

Walk through the setup wizard the first time you open Light.

Schedule a booking for a customer, or record a walk-in.

How walk-ins are created in Light — customers self-serve via the kiosk or you can launch straight into a service.

Search, filter, and navigate to a specific booking.

Record whether a customer attended their booking or missed it.

Change a booking's title or add notes for staff.

Add, change, or remove services on an existing booking without having to delete and recreate it.

Add, change, or remove the resources assigned to an existing booking without having to delete and recreate it.

Move a booking to a different time, resource, or duration.

Remove a booking and optionally notify the customer.

Cancel many bookings at once — useful when a pharmacist is away or a clinic day is pulled.

Apply, change, or remove a voucher on a service within a booking.

Manually resend the confirmation or prescreener email for a booking from the booking detail page.

Generate a printable daily schedule from the Dashboard.

Bulk-print every booking's intake forms for the day, or print a blank service form for any service.

Choose between Month, Week, Day, and Agenda — and fit the grid to your trading hours.

Drag to move or resize a booking directly on the calendar grid.

Reserve a slot for lunch, a meeting, or anything that isn't a customer booking.

Narrow the calendar to specific resources, services, statuses, or text.

Search, sort, and navigate to a customer record.

Create a new customer record from the Customers page.

Navigate the customer profile – upcoming bookings, services, and the side nav tabs.

Update name, contact details, and identifiers on a customer record.

Add a patient's GP and other health professional contacts against their record, and see the full directory of contacts in Settings.

Create a referral to an outside provider – or record one made to you – on a patient's record, then print the referral letter or open an email draft to send from your own mailbox.

Search the HI Service for a patient's Individual Healthcare Identifier and keep it current.

Merge two records for the same patient, choosing which details to keep.

Remove a customer record and record why.

Add vitals like blood pressure, blood glucose, and cholesterol to any encounter or straight onto a patient's profile, or run a Vitals Recording service, and build up their history in one place.

Navigate the Services list to find an in-progress or completed service.

Navigate the service detail page — forms, notes, files, activity, and claims.

Delete a customer service from the Services list, the Dashboard or the service page.

The side rail on the encounter screen – alerts, claim eligibility, notes, immunisation history, and the patient profile.

Things to fix on the encounter before you submit — patient, encounter, and site issues raised in one panel.

Work through intake and encounter forms on the full-screen workspace.

Fix a mistake on a completed encounter form.

Email any document Light generates as a PDF attachment, or print it straight from the browser without downloading it first.

Generate a take-home PDF for the customer summarising the vaccinations you've just recorded.

Complete a Leave Assessment and issue an absence-from-work certificate for a customer's personal or carer's leave.

Run a guided Health Check that captures a full set of vitals and risk scores in one encounter, then print a branded Health Check Report to hand over or refer on.

Add a MedsCheck or Diabetes MedsCheck to a patient, reconcile their medicines from dispense history or add them manually, produce the Medication Profile Review and Action Plan, then submit the claim.

Add a Meds by Injection (ODT) service, record the injection, and claim it through PPA Online for eligible Section 100 opioid dependence treatment medicines.

Record a medicine administered by injection in an encounter – the medicine, dose, batch, route, and site – then use the note and referral templates to produce a Service Summary or a referral for the patient's healthcare provider.

Review a traveller's itinerary, history, and pre-travel checklist, build their vaccination and traveller's kit plan, then add a Vaccination service to record the immunisations you administer.

Review the patient's questionnaire answers and product ranking, record your case notes and treatment plan, schedule a follow-up, and print a practitioner prescription for the patient or their GP.

Record a UTI consultation guided by your jurisdiction's protocol, moving through it as a wizard or a single scroll, then print the patient summary and any GP referral.

Record a NSW Minor Skin Conditions consultation guided by the NSW Pharmacist Practice Standards – set the clinical impression, work through it as a wizard or a single scroll, and record the outcome.

Use General Consult to record a pharmacy service that doesn't have its own form – select the reason for the consult and record it as a structured SOAP note or a narrative free-form note.

How to record a resupply or continuation in the Hormonal Contraception Consult.

How to prescribe hormonal contraception in the Hormonal Contraception Prescribing consult, and produce the paper script.

Record an oral contraception initiation, change of therapy, or continuation in NSW, then print or email the patient summary and any referral.

Look up a purchaser, review matching history and record a supply or refusal.

Find a saved S3 encounter, change its details or delete an incorrect record.

Find products for an encounter and maintain your site's custom products.

Search, filter, and navigate the claims list.

Review and submit a Ready claim to the provider.

Fix errors on a rejected or failed claim and resubmit.

Re-check an encounter against current reference data to create, update, or remove prepared claims.

Manually abandon a prepared claim that shouldn't be submitted or re-evaluated.

Identify vaccinations recorded directly to AIR so you can claim them manually in PPA, QLD Health, or PRODA.

Navigate the Reports section, change the date range, and export results.

See how many vaccines were given over a period, grouped by antigen and product.

See booking activity by service, split by status, over a date range.

See how many encounters your pharmacy has recorded for each non-vaccination service, and open a filtered list to work through them.

See one row per vaccine administered, with AIR, NIPVIP, CVCP and state-funded claim status, so you can investigate and reconcile the claim errors surfaced on the Claims screen.

See how many patient experience (PREMS) surveys were completed for each service over a period, and export a service's responses as a CSV.

Add a bookable service to your pharmacy — duration, price, availability, and resources.

Set availability hours, booking rules, resources, and limits for a service offering.

Match an offering to any qualifying resource by kind or tag, rather than naming specific resources.

Cap how many bookings a service can take per day, week, month, year, or overall.

Override the service-level default vaccines for a single offering — inherit, custom, or none.

Create a variant of an existing offering — same service, different rules.

Navigate the Services list to find an existing offering or variant.

Record an encounter for a customer who's already in front of you, without creating a booking first.

Set up a Staged Supply plan on a patient's record, print the agreement, record each collection as it happens against a running balance, and generate claims for PPA.

Push an intake or consent form to a paired kiosk so a customer can fill it on the spot, without needing a booking.

Create a room, staff member, or piece of equipment as a bookable resource.

Set a resource's schedule, override site hours, or mark it virtual.

Remove a resource permanently and record why.

Configure your site's weekly operating schedule.

Configure closures and special hours for specific dates.

Activate a PRODA B2B device and submit the HW027 form to enable AIR services.

Link Light to the Pharmacy Programs Administrator for claim submission.

Link Oexa as your pharmacy's CSP in HPOS, then connect the site HPI-O in Light.

Connect Light to your dispense system so you can search your dispense records, add customers to Light, and keep their dispense history up to date automatically.

Diagnose and fix broken PRODA or PPA connections.

Add a user to your site so they can sign in to Light.

Draw or type a signature so it prints automatically on certificates and other documents.

Revoke a user's access to your site.

Configure kiosk behaviour, pair a device, and launch the customer-facing check-in screen.

Edit, revoke, or delete a kiosk device.

Sign the program agreements and enrol your pharmacy so eligible claims start preparing.

Configure pharmacy details, signatory, banking, and invoice prefix so QLD Free Flu claims roll into fortnightly invoices.

Stop preparing claims for a program at this site, with the option to re-enrol later.

Turn on direct online bookings for customers and control the URL, notifications, and what you collect.

Set up the business, banking, and tax details required for claiming.

View and change your Light subscription, add-ons, and payment method.