Setting invoice defaults correctly can save both providers and admin staff significant time while ensuring billing consistency across your practice. MediRecords uses the Precedence Rule to determine whether invoice defaults are pulled from the Provider or the Patient when generating a new invoice, quote, or using Consultation Billing.
This article will guide you through how to configure the Precedence Rule in User Preferences & Configuration, explain the differences between selecting Provider or Patient, and show how those settings automatically flow into invoices. By understanding and applying the Precedence Rule, your practice can reduce manual data entry, minimise billing errors, and streamline the patient-to-payment workflow.
What is the Precedence Rule?
The Precedence Rule determines which default invoice data will appear when a new invoice or quote is generated, or when Consultation Billing is used. This can be either the Provider or the Patient.
You can find the Precedence Rule in the User Preferences & Configuration inside the Invoices tab.
Click the Precedence Rule drop-down to select either Patient or Provider.
Precedence Rule - Provider
Precedence Rule - Patient
- Open the Patient Record
- Go to Details
- Open Settings
If you need further assistance please contact support on 1300 103 903 or email at support@medirecords.com
Still need help?
If this article did not fully answer your question, our Support team is here to help. We can assist with troubleshooting, guidance, or clarifying how MediRecords works.
Contact MediRecords Support
Phone: 1300 103 903
Email:
support@medirecords.com
Live chat: Available directly within the MediRecords app or via
the Knowledge Base
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