User Configuration and Preferences

You can configure a user's default preferences relating to General, Accounts, Appointments, Investigations, and Invoices for individual users.

Open User Configuration and Preferences, and navigate to the User Settings page.

1. Click More at the top of the page to reveal a drop-down list, and click Settings.
2. Click Subscription Details.
3. Click Users.
4. Click the Tickbox next to the name of the user that is being configured. Click Configure.

The User Configuration form is divided into Seven sections this tutorial will cover the following five: General, Accounts, Appointments, Investigations, Invoices, Prescribing, and Eclipse. This guide will provide you with an overview of each of these sections.

General
In the General section, you can configure a user's default preferences relating to -

• Set Default Practice on Login
• Start Up From
• Grid Count - Default display is set to 25 (Max 100)
• Home Page Provider Filter
• Default Patient View
• Default Patient Clinical View
• Default Consultation Type
• Start Consultation Timer (denotes whether the consultation starts when you open a clinical record)
• Chat Notification
• Medical Certificate
• Specialist Letter

Click to change any of these preferences as required.

Accounts
In the Accounts section, you can configure a user's default preferences relating to -

• Practice
• Employment Model
• Payee Provider Number
• Accounts (for Income, Expense, Accounts Receivable, Distribution Account, and Bank Account)

Click to change any of these fields as required.

Appointments
In the Appointments section, you can configure a user's default preferences relating to -

• Default Appointment Type
• Show Providers with Active View (tick the box if preferred to show whichever provider is available for each day)
• Appointment Provider Filter
• Default Appointment View
• SMS Template
• Default Send Reminder
• Check Referral Validity on Appointment
• Send email notification to patient

Click to change any of these fields as required.

Investigations
In the Investigations section, you can configure a user's default preferences relating to -

• Default Pathology Provider
• Default Radiology Provider
• Pathology Requests
• Pathology Clinical Findings
• Radiology Requests
• Radiology Clinical Findings
• Default Billing Status

Click to change any of these fields as required.

Invoices
In the Invoices section, you can configure a user's default preferences relating to -

• Precedence Rule
• Default Payor
• Default Schedule
• Default Item
• Default Fee Type
• Invoice Default Term
• Quote Template
• In-Patient Quote Bill to Patient Template
• In-Patient Quote Bill to Health Fund Template
• Invoice With Tax Template
• Invoice Without Tax Template
• In-Patient Invoice Bill to Patient Template
• In-Patient Invoice Bill to Health Fund Template
• Payment Receipt Template
• Include referral for Medicare Billing
• Enable Consultation Billing
• Medicare Provider Type
• Derive attendance item for Consultation BIlling

Click to change any of these fields as required.

Prescribing

In the Prescribing section, you can configure a user's default preferences relating to -

• Default Product View
• Prescription Print Type
• Safecript

Click to change any of these fields as required.

Eclipse

In the Eclipse section, you can configure a user's default preferences relating to -

• Health Fund
• Claim Type
• Fund Payee Id
• Max Known Gap

Click to change any of these fields as required.

Users can also configure their profile and preferences from within their User Profile. If you would like users to configure their preferences, you could share this guide with them.

User Profile Settings

If you need further assistance please contact support on 1300 103 903 or email at support@medirecords.com