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MediRecords Access and Basic Navigation

Overview
This guide provides a high-level overview and basic navigation of the key features available in MediRecords.

 
ℹ️ We recommend using Google Chrome or Microsoft Edge as your preferred web browsers when accessing MediRecords. The web address is app.medirecords.com.

Table of Contents

  1. 🎓 MediRecords Login

    • Access the platform using your credentials

  2. 🎓 MediRecords Navigation Menu

    • Explore and access key sections from the main menu

  3. 🎓 MediRecords Header Bar

    • Understand icons and shortcuts in the top bar

  4. 🎓 Universal Communications Bar
    • Accessing communication tools
  5. 🎓 Contacting MediRecords Support Team
    • How to contact support directly through the system

🎓 MediRecords Login

 

1. Input your email address that is registered with your account.

 

Input your email address that is registered with your account.

2. Click on Continue.

 

Click on Continue.
ℹ️ If your Tenant is registered for SAML authentication, you will automatically bypass the second login page and be directed straight into the app. You can proceed to Step 8.
 

3. Input your registered login details, starting with your username.

 

Input your registered login details, starting with your username.

4. Then proceed by entering your password.

 

Then proceed by entering your password.
ℹ️ Clicking the eye icon enables users to view their password.

 

5. Select Remember me for quicker access next time.

 

Select Remember me for quicker access next time.

6. If needed, choose Reset your Password for forgotten passwords.

 

If needed, choose Reset your Password for forgotten passwords.
ℹ️ Reset your Password: You will be sent a link to your registered email address. Follow the prompts from there to reset your password.

7. Finally, click Login to access the platform.

 

Finally, click Login to access the platform.
ℹ️ You're now logged in. Explore the latest features, manage patient records, and optimise your workflow.

 

🎓 MediRecords Navigation Menu

 

8. Click the Horizontal Expander Icon to either expand or minimise the Navigation Menu.

 

Click the Horizontal Expander Icon to either expand or minimise the Navigation Menu.

9. Click the Vertical Expander Icon to expand or collapse the submenu options within the Navigation Menu.

 

Click the Vertical Expander Icon to expand or collapse the submenu options within the Navigation Menu.

10. Click on Home to access the MediRecords Home Dashboard.

 

Click on Home to access the MediRecords Home Dashboard.
ℹ️ The Provider's Home Dashboard caters to their tasks and responsibilities. It displays their appointment calendar and clickable widgets which display a tally and that lead directly to key screens. Users can access the MediRecords Knowledgebase, Service Status, and the MediRecords Blog through provided links.

 

11. Choose Appointments to access the Practice's Providers Calendar.

 

Choose Appointments to access the Practice's Providers Calendar.
ℹ️ The Appointments screen shows a provider's daily schedule in time slots. It allows for a single or multiple Provider/Practice View. The agenda view lists appointments for one practice, while the List function shows appointments across all practices. A Search bar helps find past and upcoming appointments for patients.

 

12. Select Waiting Room to access this function.

 

Select Waiting Room to access this function.
ℹ️ The Waiting Room shows live updates of appointments in statuses like Waiting Room, With Provider, and At Billing. Doctors and receptionists can update details, view patient info, and complete appointments. Real-time updates facilitate starting consultations and managing appointment progress. Receptionists handle invoicing, scheduling, and marking appointments as completed after invoicing.

 

13. Select Patients to access a list grid view of existing patient records.

 

Select Patients to access a list grid view of exisiting patient records.
ℹ️ The Patients Grid displays all active patient records within the practice. The search bar allows finding patients by various details. Users can create custom views based on specific criteria and add new patient records by clicking the New Patient button.

 

14. Select Accounts to expand and access the submenu options.

 

Select Accounts to expand and access the submenu options.

15. Click on Sales.

 

Click on Sales.
ℹ️ This section allows users to manage financial transactions related to invoicing and receipting. With this feature, users can handle multiple invoicing processes seamlessly and keep track of outstanding invoices.

 

16. Click on Expenses.

 

Click on Expenses.
ℹ️ This section is where users can record any expenses within the practice.

 

17. Click on Distributions

 

Click on Distributions
ℹ️ This function is employed to monitor the allocation of services among providers.

 

18. Click on Journal

 

Click on Journal
ℹ️ The Journal serves as a daily record of financial transactions, encompassing both inflows and outflows. These transactions are automatically generated when payments and adjustments occur but can also be manually created using the Add Journal button.

 

19. Click on Reconciliation.

 

Click on Reconciliation.
ℹ️ This feature is utilised for reconciling actual balances (EFT, cash, etc.) with the recorded data in MediRecords.

 

20. Click on AIR - Claiming.

 

Click on AIR - Claiming.
ℹ️ AIR, or the Australian Immunisation Register, is a platform within MediRecords used to transmit vaccination records to the register. This service is responsible for updating a patient's immunisation status with Services Australia.

 

21. Click on Claiming

 

Click on Claiming
ℹ️ This is the section where any invoice being electronically transmitted to Medicare, DVA, or a Health Funds undergoes processing. Invoices can be filtered by their status, such as Unclaimed (not yet transmitted), In Progress, and Completed.

 

22. Select More to expand the submenu options.

 

Select More to expand the submenu options.

23. Click on Resources.

 

Click on Resources.
ℹ️ This section assists in managing Practice needs by providing Clinical Templates and Correspondence Contacts, which also include Letter Templates and Drug Recipes. It houses Community-shared templates for investigation requests, referrals, and invoices, while also enabling Practices to create and manage their resources.

 

24. Click on Settings.

 

Click on Settings.
ℹ️ This section serves as the configuration hub for practices. It includes settings for default options, Appointment Sessions and Types, Security Privileges, and SMS Templates. Additionally, it's the place for creating new user accounts or secondary practices and activating integrations with third-party services. 

 

25. Click on Reporting.

 

Click on Reporting.
ℹ️ MediRecords offers a diverse range of reports to help users gain a comprehensive understanding of their practice. These reports cover aspects such as patient demographics, appointment statistics, and financial activity, providing valuable insights into practice operations.

 

26. Click on Audit.

 

Click on Audit.
ℹ️ The System Audit log displays user-generated audit details like patient updates and user logins. The Integration Audit records an audit trail of eRx and Secure Messaging transactions.

 

27. Click on Utilities.

 

Click on Utilities.
ℹ️ This section facilitates the bulk upload of multiple scanned documents, allowing users to assign them to Correspondence, Referrals, and the Providers Inbox within the patient record or Secure Messaging Screen.

 

🎓 MediRecords Header Bar

MediRecords header bar is always present, enabling smooth practice switching. It provides Quick Actions for tasks like creating patient records, scheduling appointments, and creating clinical actions and tasks. It also features shortcuts for messaging, activities, a Find Patient search, and personalised options through the Person Icon for the user logged in.


28. Select the dropdown extender to switch between multiple Practices.

 

Select the dropdown extender to switch between multiple Practices.

29. Choose the option to designate your Practice.

 

Choose the option to designate your Practice.
ℹ️ This is a feature used by Practices to switch between multiple practice accounts seamlessly.

 

30. This action enables users to generate a new patient record swiftly.

 

This action enables users to generate a new patient record swiftly.

31. This action allows users to promptly schedule a new appointment.

 

This action allows users to promptly schedule a new appointment.

32. This action permits users to swiftly create a new clinical action.

 

This action permits users to swiftly create a new clinical action.

33. Users can quickly create a new task using this action.

 

Users can quickly create a new task using this action.

34. To access existing patient records, enter the patient's last name and/or first name, or their Date of Birth in the search field.

 

To access existing patient records, enter the patient's last name and/or first name, or their Date of Birth in the search field.
ℹ️ Format a patient's full name as "Last Name, First Name" with a space after the comma. For DOB searches, use the format DD/MM/YEAR (e.g., 16/12/1982).

 

35. The envelope icon provides quick access to the Secure Messaging screen. Unchecked correspondence and results assigned to a User will be indicated by a notification tally.

 

The envelope icon provides quick access to the Secure Messaging screen. Unchecked correspondence and results assigned to a User will be indicated by a notification tally.
ℹ️ This comprises Correspondence and/or Results received or sent through Secure Messaging, including those in the Holding, Inbox, and Outbox folders.

 

36. The clipboard icon provides quick access to the Activities screen. Any overdue activities assigned to a user will be marked by a notification tally.

 

The clipboard icon provides quick access to the Activities screen. Any overdue activities assigned to a user will be marked by a notification tally.
ℹ️ This encompasses the creation and management of Activity Reminders and items that necessitate action, such as Tasks, Clinical Actions, and Worklists.

 

37. Click the Person Icon, to be presented with multiple options.

 

Click the Person Icon, to be presented with multiple options.
ℹ️ This is unique to the user logged in and providers multiple options to view their profile, set and customise default preferences, access the MediRecords Knowledgebase and log out of the platform when not in use.

 

38. Providers using the Appointment Book feature can set a status that will be visible on the appointment calendar.

 

Providers using the Appointment Book feature can set a status that will be visible on the appointment calendar.

39. Select Profile to view your user profile.

 

Select Profile to view your user profile.
ℹ️ Your access to this area might be restricted based on your Security Role, allowing only viewing privileges. If changes to your Profile are necessary, you might require assistance from a User within your Practice holding the Security Role of Practice Owner or Practice Manager.

 

40. Select Preferences to personalise and set your default settings while using the platform.

 

Select Preferences to personalise and set your default settings while using the platform.

41. Click on Help & Support to access the MediRecords Knowledgebase.

 

Click on Help & Support to access the MediRecords Knowledgebase.
ℹ️ The MediRecords Knowledgebase offers valuable resources, including FAQs and How-to articles, for users navigating the platform.

 

42. Click on Logout when not using the platform.

 

Click on Logout when not using the platform.
ℹ️ A security measure is implemented to automatically log out users after 25 minutes of inactivity in the platform. This timing is fixed and cannot be customised. This measure is crucial to safeguard sensitive data from unauthorised access.

 

🎓 Universal Communications Bar

Located on the right-hand side is the Universal Communication Bar, comprising a Chat function for seamless real-time conversations between users or user groups. It also houses the Notice Board, a platform for Practice wide communication. Furthermore, the Email on Demand feature is readily accessible to users, allowing them to send emails to patients and contacts promptly, regardless of the screen they are currently working on.

43. Select the expander icon to either expand or minimise the bar.

 

Select the expander icon to either expand or minimise the bar.

44. Select the Chat icon to create and manage the chat function.

 

Select the Chat icon to create and manage the chat function.

45. Select the Notice Board icon to view and post practice-wide communications.

 

Select the Notice Board icon to view and post practice-wide communications.

46. Select the Email icon to send emails to Contacts or Patients.

 

Select the Email icon to send emails to Contacts or Patients.

 

🎓 Contacting MediRecords Support Team

Support hours: 7:00 AM - 7:00 PM AEST, Mon-Fri.

Alternative Contact: support@medirecords.com | 1300 103 903


47. For assistance, click the blue bar to send a chat message to our Support Team.

 

For assistance, click the blue bar to send a chat message to our Support Team.

We value your feedback! If you have suggestions for improving this guide, please contact our support team.

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