Manage individual settings and preferences for each users profile.
This tutorial has been written to give new users an informative overview of the functions, features and profile configuration tools that are available in the User Profile Menu. In this tutorial you will learn how to post status updates, quickly open your user settings, and how set your own personal preferences using the profile configuration tools.
If you are looking for a specific work instruction or function, try looking at the Frequently Asked Questions within the User Profile Support Page. Each of these articles contains a detailed work instruction relative to the topic.
Overview
To open the User Profile Menu, navigate to the User Icon, which is the ninth (last) tab on the MediRecords application ribbon.
Click the User Icon to reveal the User Profile Menu.
The User Profile Menu is divided into four sections; My Status, My Settings, Practice and Help & Support / Log Out. Each of these sections will be covered individually in this tutorial.
My Status
My Status, lets you quickly post messages to the Appointments page and the Waiting Room, so that you can let your staff know about the progress of the existing consultation, or whether or not you plan to take a break once the consultation is finished.
When you post a Status Update, it does not post it on the Notice Board. Status updates typically relate to your progress with patient appointments, and by updating your status, you can easily let the practice staff know of any delays, or breaks you plan on taking. With this level of up-to-date information, practice staff can more accurately predict the wait-times for patients sitting in the waiting room.
To Post a Status Update, click the Text-box and type in a status update, and then click Post.
Once a status update has been posted, it will be visible in the Appointments page and the Waiting Room.
In the Appointments page, the will be a small Chat Icon next to the name of a clinician who has posted a status update.
Hover your mouse cursor over the chat icon to reveal the status update.
In the Waiting Room, the status update will be visible next to the name of doctor, providing they currently have a patient in their consulting room.
To Remove a Status Update, click Clear.
My Settings
My Settings, gives you quick access to your User Profile, and your own personal User Preferences.
To Manage your User Profile, click Profile to open the User Settings page.
Your User Profile will open in the User Settings page. From this page you can update or change your Details, Subscription, Security, Identifiers and Biography.
Update your user profile with all the required details, and click Save to apply the changes.
To find out more about your user profile settings, please visit the User Settings support page. This page contains a dedicated User Settings tutorial, as well as detailed work instructions on how to perform most of the common actions associated with user settings.
Click here to open the User Settings support page.
To Manage your User Preferences, click Preferences to open the User Preferences page.
There are seven sections within the User Preferences page - General, Accounts, Appointments, Investigations, Invoices, Prescribing and Eclipse.
In the General section of User Preferences, you can set your Default Practice, Start Up Page, Grid Count, Home Page Filter, Default Patient and Default Clinical Views, and choose whether Consultation Timer starts once you open a clinical record.
If you update or change your general preferences, and click Save to apply the changes.
Practice
Practices displays which practice you are currently logged into. If there are multiple clinics in your MediRecords subscription, this section also allows you to quickly switch between practices.
There is a Tick next to the name of the practice you are logged into. To log into another clinic on your subscription, click the Practice Name.
Help & Support / Log Out
The final section of user profile menu gives you quick access to the MediRecords Support website, and allows you to easily logout of the system.
To Open the MediRecords Support website, click Help & Support to open the page in a new tab.
To Logout of the System, click Logout and you will be logged out and returned to the login screen.
For Information on the Profile Menu, follow the below links
How do I open the User Profile Menu
What-Quick-Actions-are-in-the-User-Profile-Menu-
If you are looking for a specific work instruction or function, try looking at the Frequently Asked Questions within the User Profile Support Page. Each of these articles contains a detailed work instruction relative to the topic.
Overview
To open the User Profile Menu, navigate to the User Icon, which is the ninth (last) tab on the MediRecords application ribbon.
Click the User Icon to reveal the User Profile Menu.
The User Profile Menu is divided into four sections; My Status, My Settings, Practice and Help & Support / Log Out. Each of these sections will be covered individually in this tutorial.
My Status
My Status, lets you quickly post messages to the Appointments page and the Waiting Room, so that you can let your staff know about the progress of the existing consultation, or whether or not you plan to take a break once the consultation is finished.
When you post a Status Update, it does not post it on the Notice Board. Status updates typically relate to your progress with patient appointments, and by updating your status, you can easily let the practice staff know of any delays, or breaks you plan on taking. With this level of up-to-date information, practice staff can more accurately predict the wait-times for patients sitting in the waiting room.
To Post a Status Update, click the Text-box and type in a status update, and then click Post.
Once a status update has been posted, it will be visible in the Appointments page and the Waiting Room.
In the Appointments page, the will be a small Chat Icon next to the name of a clinician who has posted a status update.
Hover your mouse cursor over the chat icon to reveal the status update.
In the Waiting Room, the status update will be visible next to the name of doctor, providing they currently have a patient in their consulting room.
To Remove a Status Update, click Clear.
My Settings
My Settings, gives you quick access to your User Profile, and your own personal User Preferences.
To Manage your User Profile, click Profile to open the User Settings page.
Your User Profile will open in the User Settings page. From this page you can update or change your Details, Subscription, Security, Identifiers and Biography.
Update your user profile with all the required details, and click Save to apply the changes.
To find out more about your user profile settings, please visit the User Settings support page. This page contains a dedicated User Settings tutorial, as well as detailed work instructions on how to perform most of the common actions associated with user settings.
Click here to open the User Settings support page.
To Manage your User Preferences, click Preferences to open the User Preferences page.
There are seven sections within the User Preferences page - General, Accounts, Appointments, Investigations, Invoices, Prescribing and Eclipse.
In the General section of User Preferences, you can set your Default Practice, Start Up Page, Grid Count, Home Page Filter, Default Patient and Default Clinical Views, and choose whether Consultation Timer starts once you open a clinical record.
If you update or change your general preferences, and click Save to apply the changes.
In the Accounts section of User Preferences, you can set your default Practice, Employment Model and Payee Provider Number, and also configure all of your General Ledger Accounts.
If you update or change your accounts preferences, and click Save to apply the changes.
In the Appointments section of User Preferences, you can set your Default Appointment Type, Appointment Provider Filter, Default Appointment View, SMS Template, Default Send Reminder and choose whether to Check Referral Validity on Appointments.
If you update or change your appointments preferences, and click Save to apply the changes.
In the Investigations section of User Preferences, you can set your Default Pathology Provider, Default Radiology Provider and Default Billing Status.
If you update or change your investigations preferences, and click Save to apply the changes.
In the Invoices section of User Preferences, you can set the Precedence Rule, Default Schedule, Default Item, Default Fee Type, Default Invoice Term, Default Invoice and Receipt Templates, choose whether to include referrals for Medicare Billing, whether to show Finalize Account and select your Medicare Provider Type.
If you update or change your invoice preferences, and click Save to apply the changes.
Practice
Practices displays which practice you are currently logged into. If there are multiple clinics in your MediRecords subscription, this section also allows you to quickly switch between practices.
There is a Tick next to the name of the practice you are logged into. To log into another clinic on your subscription, click the Practice Name.
Help & Support / Log Out
The final section of user profile menu gives you quick access to the MediRecords Support website, and allows you to easily logout of the system.
To Open the MediRecords Support website, click Help & Support to open the page in a new tab.
To Logout of the System, click Logout and you will be logged out and returned to the login screen.
For Information on the Profile Menu, follow the below links How do I open the User Profile Menu
What-Quick-Actions-are-in-the-User-Profile-Menu-