Practice Preferences & Configuration: Quick Guide

In MediRecords, a single tenant can include multiple practices, each with its own appointment calendar and accounts journal. This flexibility makes it easy to manage different sites or business units under one subscription while still keeping records and finances organised at the practice level. Users can also be assigned to one or many practices, depending on their role and responsibilities.

This article will guide you through everything you need to know about managing practices in MediRecords, from creating a new practice and adding users, to setting up consulting rooms, switching between practices, and updating practice details. You will also learn how to set a default practice for login and how to deactivate or reactivate a practice when needed.

Contents:

1. Creating a Practice
2. Adding Users to a Practice
3. Creating Rooms within the Practice
4. Setting a Default Practice on Login
5. Switching between Multiple Practices
6. Editing a Practice
7. Deactivating & Reactivating Practices

Creating a Practice

1. Click More and select Settings.
    
2. Click on Subscription Details.
    
3. Click Practices to open the list of practices.
    
4. To add a new practice, click New Practice to open the new practice form.
    
5.  Complete the Details section of the form with all the required details and click Save.
   *NOTE: The other sections on the form do not need to be completed right away.

Adding Users to a Practice

1.  Select More from the top of your MediRecords screen, followed by Settings
    
2.  Select Subscription Details:
    
3. Select Users:
   
    
4. Select a User that requires access to the practice by selecting the tick-box to the left of their name, followed by Edit User
    
5.  From the list provided on the left, select Subscription, then mark each tick-box next to the Practice Name the user needs access to, then click Save.
    
6. Once saved, the user will now have now access to other selected practices.

Creating Rooms within the Practice

The Rooms section is for adding consulting rooms to your clinic.

Rooms in MediRecords allow your clinic to set up and manage its consulting spaces.
They help staff identify room availability, allocate rooms to appointments, and keep clinic operations running smoothly. In the Rooms section, you can easily add new consulting rooms by clicking the + symbol, entering the room name, and pressing Enter to save it. For more information on managing rooms, click here for the guide.

Setting a Default Practice on Login

1. Select More from the top of your MediRecords screen, followed by Settings
    
2. Select Subscription Details
    
3.  Select a User.
    
4. Select a user that you want to a user's default practice by selecting the tick-box to the left of their name, followed by Configure
    
5. While on the General tab, select the drop next to default practice to reveal which practices the user has access to.
    
6. Select their default practice from the drop-down list provided, followed by Save:
    

7. Once you save it, For every time you log in you will be routed to the practice that you've selected.

    

   Switching between Multiple Practices

   From the Homepage you will see the MediRecords logo click on the drop-down provided. Select the name of the practice you would like to switch to.

   You will then be successfully moved to the desired practice.

Editing a Practice

1. Click the More and select Settings
    
2. Click Subscription details
    
3. Click Practices
    
4. Click the Tick-box next to the name of the Practice being edited.
    

5. Edit all required Practice information and Click Save to apply the changes.

                                                    The Practice information has been updated

Deactivating & Reactivating Practices

1. Click More and select Settings
2. Click Subscription Details
    
3. Click Practices
    
4. Click the Tick-box next to the name of the Practice in question
5. Click Status to reveal a drop-down list

6. Click Active/Deactivate from the drop-down menu

   The Practice activity status has now been updated