The Bank Accounts page is designed for managing the bank accounts linked to your medical practice. The homepage of this section provides a summary of the bank accounts that have been added to your MediRecords.
The settings for Bank Accounts are located within the Accounts section of the Settings page of MediRecords.
To open Settings:
- Click More
- Click Settings
- Click Accounts
- Click Bank Accounts
To add a New Bank Account, click New Bank Account.
Complete the New Bank Account form, and click Save.
The bank account will now appear in the summary of linked bank accounts.
To edit an existing Bank Account, tick the box next to the account name and click Edit Bank.
Edit the banking details required, and click Save to apply the changes.
To delete a Bank Account, tick the box next to the account name and click Delete.
Click Yes to acknowledge that the bank account will be deleted.
To deactivate a Bank Account, tick the box next to the account name, click Status and then Deactivate.
To Activate a Bank Account, tick the box next to the account name, click Status and then Activate.
If you need further assistance please contact support on 1300 103 903 or email at support@medirecords.com