Welcome to the MediRecords Items
This article has been written to give new users an informative overview of Items functionality in MediRecords.
If you are looking for a specific work instruction or function, try looking at the Frequently Asked Questions within the Schedules & Items Settings Support Page. Each of these articles contains a detailed work instruction relative to the topic.
The settings for Items are located within the Accounts section of the Settings page of MediRecords. To open Settings, click More to reveal a drop-down list, and click Settings.
The Items homepage displays a list of all items, belonging to all fee schedules.
To quickly view a summary of item, including the full description and charges, click the > next to the item name to reveal the Item Summary.
To sort the items by Item Number, Name, Schedule Name or anything else, click on the Column Heading to sort in ascending order. Click again to switch to descending order.
To view only items from a specific schedule, click Filter, then click the Schedule Name.
The list now only displays the items from the selected schedule.
To Add a New Item to a Custom schedule, click New Item.
*Note: New items can only be added to Custom schedules. New item cannot be added to system-created schedules, like MBS or DVA*
Click Schedule to select the custom schedule, and then click Item Number and give the item a unique code.
Complete all additional fields as required and then click Save.
To Edit an Item, click the Tick-box next to the item name to reveal a list of additional options for items.
*Note: Only items in Custom schedules can be edited. Items in system-created schedules, like MBS or DVA, cannot be edited*
Click Edit Item to edit the item.
Update all the required fields, and then click Save.
To Delete an Item, click the Tick-box next to the item name to reveal a list of additional options for items.
*Note: Only items in Custom schedules can be deleted. Items in system-created schedules, like MBS or DVA, cannot be deleted*
Click Delete Item to delete the item.
Click Yes to acknowledge that the item will be deleted.
To Change the Status of an item, lick the Tick-box next to the item name to reveal a list of additional options for items.
Click Status and then click Activate or Deactivate.