Accounts Overview
Within the Settings section of MediRecords; the Accounts category allows you to manage accounts related entities such as bank accounts, or the schedules/items that are used extensively in your invoices. This tutorial will offer a high level explanation of this category.
Click More and select Settings.
Click on the Accounts category.
You will be shown the Accounts screen.
Below is a brief explanation for each section:
Bank Accounts
This section allows you to add, delete, and manage the bank account details listed for practices and providers in MediRecords.
Accounts List
This section provides a general overview of the accounts and financial information from the Accounts function in MediRecords. You have the option to add new bank accounts or journal entries here.
Schedules
This section allows you to manage the schedules that are used by your practices and providers in their invoices.
Items
This section allows you to manage the items that are used by your practices and providers in their schedules for invoices.
Need assistance, please contact MediRecords support on 1300 103 903 during business hours OR email support@medirecords.com