User Configuration & Preferences

User Configuration & Preferences

This article will cover how to configure a user's default preferences relating to General, Accounts, Appointments, Investigations, and Billing.

To access your personal Preferences:

1. Click on the Person Icon on the MediRecords menu ribbon.

2. Click Preferences.

MR 2.0 User Icon.png

To access another user's preferences:

1. Click More at the top of the page to reveal a drop-down list and click Settings.

2. Click Subscription Details

3. Click Users

4. Click the Tick-box next to the name of the user that is being configured, then click Configure.

5. This will bring up the User Configuration Form, which is split into 7 sections. When configuring each of the sections, click Save to finalize the changes you have made.

A) General - General settings for the user

a) Set Default Practice on Login - the default practice MediRecords uses for login

b) Start Up From - the default login page

c) Grid Count - the number of records shown per page

d) Home Page Provider Filter - the provider's details impacting the dashboard widgets

e) Default Patient View - the default patient record page opened when accessing a patient record

f) Default Patient Clinical View - the default patient record clinical page

g) Start Consultation Timer - determines if MediRecords starts the consultation timer when accessing a patient's clinical record

h) Chat Notifications - on or off

i) Default Medical Certificate - select a template to be a default medical certificate if required

j) Default Specialist Referral - select a template to be a default specialist referral letter if required

B) Accounts - The accounts associated with the user for MediRecords account keeping purposes

a) Practice - the practice the accounts listed are associated with

b) Employment Model - the mode of employment the user has with the practice

c) Payee Provider Number - if the user will use the practice's provider number

d) Accounts - the General Ledger accounts associated with the user.

Income - any income paid to the doctor
Expense - any expenses the user has incurred for the practice
Accounts Receivable - the unpaid invoiced amount
Distribution Account - the uncleared income the doctor has earned
Bank Account - their associated bank account

C) Appointments - Preferences related to appointments with the user and their default settings for the Appointments Calendar

a) Default Appointment Type - the default appointment type set when making appointments for this user

b) Show Providers with Active Sessions - the Appointments Calendar shows only providers with bookable timeslots available by default

c) Appointment Provider Filter - which doctors can be seen by default when accessing the Appointments Calendar (does not work with Show Providers with Active Sessions)

d) Default Appointment View - the default view for the Appointments Calendar

e) SMS Template - the SMS template used for reminders to patients about appointments with this user

f) Default Send Reminder - the default type of reminder method for patients that have an appointment with this user

g) Check Referral Validity on Appointment - whether MediRecords checks if there is an associated referral with an appointment made with this user

h) Practice List - practices that this provider is available to have an appointment at

D) Investigations - (Clinical & Integrated) The default settings for investigations requests made by this user

a) Default Pathology Provider - the default pathology provider for pathology requests made with this user

b) Default Radiology Provider - the default pathology provider for radiology requests made with this user

c) Default Billing Status - the default requested billing status for investigation requests made by this user to the provider.

E) Invoices - The user's billing preferences

a) Precedence Rule - defines whether MediRecords takes this user's preferences, or the patient being billed

b) Default Schedule - the default schedule used for billing

c) Default Item - the default item that will be auto-inserted when using the Default Schedule

d) Default Fee Type - the default fee type used when using the Default Schedule

e) Invoice Default Term - the default payment terms set on an invoice.

f) Invoice Templates - default templates used when billing

g) Payment Receipt Template - the default template used when generating a receipt

h) Include Referral for Medicare Billing - whether MediRecords requires a referral when billing services to Medicare

i) Show Finalize Account (Integrated Subscription) - whether the user can provide billing details after finishing their consult with the patient

j) Medicare Provider Type - the type of Medicare provider the user is

k) Derive Default Item at Finalize Account (Integrated Subscription) - if an item code is included by default when the user is using the Finalize Account feature