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.
Follow these steps:
- Click More
- 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.