Checklist: Creating & Configuring New Providers

This article acts as a practical checklist for configuring new providers in MediRecords. Correct provider setup is essential to avoid issues with clinical access, prescribing, billing, and claiming. 

Not every practice will use every feature listed below; however, each item is included as a reference so you can quickly identify and configure the options relevant to your practice when needed.

Contents

1. Appointments
   • Appointment Settings 
   • Coviu Integration
2. Consultations & Clinical Record
   • Consultation Preferences
   • Heidi AI Scribe
   • My Health Record (MHR)
3. Prescribing & Medications
   • Real-Time Prescription Monitoring
   • Electronic Prescribing
   • Prescribing Preferences
4. Billing & Claiming
   • Medicare Online Claiming Preferences
   • ECLIPSE Inpatient Medical Claims
   • Stripe Online Payments
   • Australian Immunisation Register (AIR)
5. Ready to Practice!

Appointments

Appointment Settings 

These settings control how providers appear in the appointment calendar and how schedules are displayed. Correct configuration helps ensure bookings are accurate and calendars remain easy to manage.

• Appointment preferences and calendar behaviour

• Visible providers in the appointment calendar

• Active-session-only vs fixed provider filters

• Calendar view behaviour on login

• Reducing calendar clutter
  
   

Coviu Integration

This section applies if your practice offers Telehealth appointments using Coviu. Providers must be configured correctly to appear as available for Telehealth bookings.

• Telehealth provider access

• Coviu settings location in Partner Products

• Assigning providers to Telehealth

• Eligibility for Telehealth bookings

Consultations & Clinical Record

Consultation Preferences

These settings affect how providers document consultations and interact with the clinical record. Configuration here can significantly reduce clicks and improve consistency during consults.

• Consult preference access

• SOAP Today’s Note structure

• Note ordering and data capture behaviour

• Default consultation type

• Consultation timer behaviour

Heidi AI Scribe

This section applies if your practice uses Heidi AI Scribe for clinical documentation. Providers must register and connect their accounts before the tool can be used.

• Linking or creating a Heidi account

• Existing vs new account login

• Verification and account setup

• Organisation details and trial setup

• Confirming Heidi connection in MediRecords

My Health Record (MHR)

Access to My Health Record requires specific provider identifiers to be configured. Without this setup, providers will not be able to view or upload MHR information.

• MHR access requirements

• 16-digit HPI-I number

• Identifier location in user settings

• Enabling MHR access

Prescribing & Medications

Real-Time Prescription Monitoring

This setting is critical when prescribing monitored and high-risk medicines. It enables automatic checks against state-based monitoring databases during prescribing.

• RTPM enablement after SafeScript registration

• Required for monitored and high-risk medicines

• Automatic checks during prescribing and edits

• Patient details required for checks

• Alerts and notifications during prescribing

Electronic Prescribing

Electronic prescribing requires both provider registration and correct identifiers in MediRecords. Incomplete setup can prevent scripts from being issued electronically.

• HPI-I requirement for eRx and MHR

• Identifier setup in user profile

• RTPM requirement for monitored medicines

• eRx registration process

• Adding eRx ID to provider profile

Prescribing Preferences

These preferences control how medications are searched, selected, and printed. Tailoring them helps align prescribing with individual provider workflows.

• Prescribing workflow optimisation

• Accessing prescribing preferences

• Default product view options

• Prescription print format options

Billing & Claiming

Medicare Online Claiming Preferencesg

Providers must be configured correctly to submit Medicare claims. Missing or incorrect settings can result in rejected claims.

• Online claiming access

• Provider settings location

• Medicare provider type selection

• Referral requirement for specialists

• Preventing claim rejections

   

ECLIPSE Inpatient Medical Claims

ECLIPSE billing requires additional setup for providers who bill health funds directly. Configuration here helps reduce manual entry and claim errors.

• Eclipse billing enablement

• Health fund and scheme prerequisites

• Invoice and quote template selection

• Referral requirement for claims

• Health fund configuration to reduce clicks

Stripe Online Payments

This section applies if your practice accepts online payments via Stripe. Providers must be linked to a Stripe account before payments can be processed.

• Digital payments via Stripe

• Existing vs new Stripe accounts

• Stripe registration and verification

• Confirming Stripe connection

• Surcharging configuration and compliance

Australian Immunisation Register (AIR)

AIR claiming requires provider numbers to be recorded for each immunisation location. Without this, immunisation claims cannot be submitted.

• AIR claiming eligibility

• Provider numbers per practice location

• Updating own or other providers’ numbers

• Identifier location

• Enabling AIR claiming

Ready to Practice!

With your provider configuration complete, you’re ready to support safe, efficient, and compliant clinical work in MediRecords. Correct setup at this stage helps prevent issues later with access, prescribing, billing, and claiming, and ensures providers can focus on patient care rather than troubleshooting permissions or workflows.

If you’d like to take the next step, the following article provides a complementary overview of what providers do day to day during a consultation. It acts as a practical, task-based reference, outlining the most common clinical activities and linking to deeper guides where needed. Together, these articles form a strong foundation for both configuring providers and supporting them in practice.

Take a look at Consultation Workflow: Getting Started with MediRecords as a Provider.