Karen's Key Tips and Practice Tricks
If you have any feedback, ideas for tips or need assistance contact Karen at Karen.Bolch@wellsouth.org.nz.
14 January 2026 - Manage My Health guide to closing accounts
Notes
This document is provided by WellSouth for general information purposes only and is based on the information available at the time of publication. It is intended to support understanding of Manage My Health account options and does not constitute clinical, legal, or operational advice.
WellSouth is not providing advice or recommendations about whether practices or patients should close, suspend, or continue to use Manage My Health accounts. Decisions about account closure or suspension should be made by practices and patients based on their own circumstances and informed patient consent.
Ability to close patient MMH accounts in your PMS
You may have the option to close patient accounts directly within the practice management system. The change is immediate and frees up email addresses for reuse. It is intended for situations such as incorrect child sing-ups, deceased patients, or self-registration conflicts. Safeguards and confirmation steps ensure that linked services are checked before closure.
Note, if you have not updated your MMH portal to have this function, you will need to contact MMH directly.
Closing MMH account in Medtech Evolution. (data is deleted within 90 days)
From the Home screen, click on the MMH tab, then click on the Register Patient icon, click close this MMH account (highlighted in orange at the bottom of the screen) (view in pdf below).
If you close an account on behalf of a patient, it would be best practice to note the consent in the PMS.
Suspending the MMH account in Medtech Evolution. (Please note: data does not delete from MMH)
From the Home screen, click on the MMH tab, then click on the Register Patient icon, click on Suspend Registration (view in pdf below).
Closing Manage My Health account from the patient’s own portal. (data is deleted within 72 hours)
Closing your account does not delete important health data from your general practice’s patient management system. It will only delete the copy of the data that is/was stored on MMH.
Closing MMH account for patients that do not have access to the portal anymore.
Patient goes to https://managemyhealth.co.nz/ and click the ‘Sign in’ button. Type in the email address that you signed up for Manage My Health with, in the field provided.
Printable PDF here. You can print, laminate and give page two to patients or screengrab to put on website.
19 November 2025 - Charging patients under 14 years of age
Merry Christmas and wishing you all a Happy New Year.
I hope you have enjoyed my tips and tricks pages throughout the year and that they have been helpful for you. I’d really appreciate your feedback, and I’m open to ideas on what to include in 2026 so email karen.bolch@wellsouth.org.nz
Congratulations!!!!
A massive congratulations to all of you who have been busy working your way through the Register Updates in Thalamus, especially the pre-2011 enrolment forms. The results from November to December were great and I look forward to seeing those figures decrease even more over the coming months.
If you require any assistance or have any questions regarding these reports, please feel free to contact me. Stay safe and I hope you all have some relaxing time off over the holiday season and get to spend it with special people.
19 November 2025 - Charging patients under 14 years of age
According to Te Whatu Ora | Health New Zealand, Tamariki (children) aged 13 and under are eligible for free doctor visits at general practices. However, it is always best to check with your specific practice to confirm eligibility.
5 November, 2025 - pre 2011 Patient Enrolment Forms
Te Whatu Ora requires all patients enrolled using pre-2011 enrolment forms to complete a new enrolment form. This is due to mandatory declarations that are missing on the older forms, which no longer meet current enrolment standards.
Printable pdf here - this PDF includes demonstration images for PMS'.
22 October, 2025 - Patient re-enrolment via auditable contact
Patients with a current enrolment can be re-enrolled with your practice through auditable contact.
This may be an effective process for reconnecting with patients who haven’t been seen in the past three years.
Printable pdf here - this PDF includes demonstration images for PMS'.
9 October, 2025 - Patients who go to prison
When enrolled patients go to prison for more than 3 months, you must end their funding for capitation while still keeping them registered within your practice. You can leave the patient as registered in your PMS and end their enrolment in NES. This means that you will no longer receive capitation for this patient until you re-enrol them once they are released from prison.
Printable pdf here - this PDF includes demonstration images for PMS'.
24 September 2025 - Who can claim funded maternity care within New Zealand?
Maternity claiming and eligibility
New Zealand citizens and permanent residents are entitled to free pregnancy care unless they choose a private obstetrician or private sonographer. Non-citizens or non-permanent residents may also be eligible for free or subsidised maternity care under specific conditions.
Printable pdf here.
10 September 2025 - Hardship Fund
This programme provides limited funding to support enrolled and unenrolled patients facing financial hardship and in clinical need to access primary care that they otherwise couldn't afford. Practices/providers have the discretion to allocate this funding as they see fit, subject to these conditions.
Printable pdf here.
27 August 2025 - managing newborn enrolments in primary care
When newborns are enrolled with a general practice at birth, health professionals gain more opportunities to give childhood immunisations on time and maximise the child’s health as they grow.
Printable pdf here
13 August 2025 - eReferral form for Vietnam War veterans
HealthLink and Veterans' Affairs New Zealand are pleased to introduce a new eReferral form that makes it easier and faster for you to complete the Annual Medical Assessment (AMA) for Vietnam veterans. This fully funded assessment helps monitor and support the long-term health of veterans exposed to service-related risks.
Printable pdf here
31 July 2025 - Checking the status of CSC & HUHC for patients within Medtech and Indici
When patients have a Community Services Card (CSC) or High Use Health Card (HUHC), it can affect their funding and costs within a practice.
Printable pdf here Scroll to page 2 for Indici codes and summary info.
16 July 2025 - Drivers licence medical update
Registered Nurses can complete the drivers medical for enrolled patients in full, freeing up valuable GP time.
Resource Link
Printable pdf here.
3 July 2025 - Patient records when a patient transfers to a new practice
The practice newly enrolling the patient is obliged to accept the paper notes along with the electronic records, if the patient has consented to the transfer of records.
Resource Link
Printable pdf here.
18 June 2025 - General Medical Services (GMS) explained
GMS are subsidies paid to general practices under the Section 88 notice to help reduce patient fees for children and subsidy card holders for standard consults.
Resource Link
General Medical Services claim
Printable pdf here.
4 June 2025 - Retention of patient records and confidentiality
Patient health information is highly confidential and must always be handled with care, even after a patient has left the medical centre or is deceased.
Printable pdf here with links to further information.