Welcome to the MediRecords Patients Tutorial.
This four-part tutorial has been written to give new users an informative overview of the Patients section of the MediRecords. In this tutorial, you will learn how to add new patients, edit and delete existing patients, perform quick actions, manage patient accounts and create custom views.
If you are looking for a specific work instruction or function, try looking at the Frequently Asked Questions within the Patients Support Page. Each of these articles contains a detailed work instruction relative to the topic.
Patients Tutorial - Part 1: Overview
The Patients page is located on the third tab on the MediRecords application ribbon.
The default landing page for the Patients section of the MediRecords displays a list of all patient records.
To quickly filter which patients you can see, click Filter to reveal a drop-down list of options. You can filter the list by Usual Practice, Usual Provider or patient Status.
To search for patient, click the Search Box and type in a Keyword. Press Enter and system will refine the list of patients and display a list of the closest matches.
You can search for patients using keywords or numbers from First Name, Last Name, First & Last Name, Address, DOB, Phone Number (Home, Work or Mobile) and Medicare No.
*Note: If you are searching for a patient using the First and Last Name, remember to put a space between the words.
When the list of patients runs across multiple pages, you can navigate back and forward through the pages using the Directional Arrows at the bottom of the patient list.
There four page navigation options. From left to right, they are - Beginning Page, Back 1 Page, (Page Number), Forward 1 Page, Last Page.
This concludes part one of the Patients Tutorial.