Managing your MediRecords Subscription

Managing your MediRecords subscription is simple with the built-in billing and account tools. From your account, you can review your billing history, view invoice summaries, and track payments, while keeping your business and payment details up to date. You can also export or print invoices, purchase additional SMS credits, update credit card details, and adjust team member subscriptions, so your practice can stay on top of billing and account administration.

Contents:

• Viewing Subscription Billing History
• Viewing a Subscription Invoice Summary
• Viewing Subscription Payment History
• Updating Subscription Payment Settings
• Exporting & Printing Subscription Invoices
• Updating Business Information
• Changing a Team Member’s Subscription
• Troubleshooting

Viewing Subscription Billing History

Your invoices and billing history are always available in your MediRecords account.

To view your billing history:

1. Click More and select Settings from the drop-down menu, then click Subscription Details.
   
    
2. Select Billing.
    
3. Click History.

Viewing a Subscription Invoice Summary

To view the details of a specific invoice:

1. Click More and select Settings from the drop-down menu, then click Subscription Details.
   
    
2. Select Billing.
    
3. Click History.
    
4. Click the ⌄ (downward facing arrow) next to the invoice you want to view.

ℹ️ Note: The invoice summary will appear below the invoice number.

Viewing Subscription Payment History

To review your payment history:

1. Click More and select Settings from the drop-down menu, then click Subscription Details.
   
    
2. Select Billing.
    
3. Open the Payments tab.

Updating Subscription Payment Settings

To update your credit card details:

1. Click More and select Settings from the drop-down menu, then click Subscription Details.
   
    
2. Select Billing.
    
3. Open the Payments tab.
    
4. Click Update Card Details to open the credit card form.
    
5. Enter the Name on Card, Card Number, Expiry Date, and CCV, then click Confirm to save changes.

Exporting & Printing Subscription Invoices

To export or print invoices:

1. Click More and select Settings from the drop-down menu, then click Subscription Details.
   
    
2. Select Billing.
    
3. Open the History tab, tick one or more invoices you want to export or print, and then click Export or Print.

Updating Business Information

To update your billing details:

1. Click More and select Settings from the drop-down menu, then click Subscription Details.
   
    
2. Select Billing.
    
3. In the Details tab, enter the updated business information and click Save to apply the changes.
   

Changing a Team Member’s Subscription

To update a team member’s subscription:

1. Click More and select Settings from the drop-down menu, then click Subscription Details.
   
    
2. Click Users.
    
3. Tick the box next to the team member’s name and click Edit User.
    
4. Open the Subscription tab, update the required details, tick I Agree to acknowledge changes to your monthly subscription, and click Save to apply the changes.

Troubleshooting

The most common issues when managing your subscription come from a required field or acknowledgement being missed. The following cover the cases grounded in the steps above.

Further Reading

• Features of Subscription Modules
• Centralised Billing