MediRecords Provider Lookup
This article will introduce our new auto-complete widget, the places you can find it and how to make use of this feature.
Many places in MediRecords contains large list of providers, the Auto-complete widget allows you to quickly search through your providers and select the provider you are looking for.
To find a provider, Simply click within the search bar and enter any one of the following information
- First Name
- Last Name
- User Code
- Provider Number
Note: A minimum of three characters must be entered here before the system can search. Once three characters have been entered, the widget will display possible providers.
The Widget will replace current drop-down list for providers in the following locations:
Filters
Within the below locations you will now be able to search Providers through the Filter button using the Auto-complete widget.
| Tab | Filter Drop-down Altered |
| Appointment Settings | Sessions |
| Secure Messaging |
Holding and Inbox |
| Patient - Accounts | Quotes, Invoices, Adjustments |
| Accounts - Sales or Distributions |
Sales burger icon Distributions burger icon |
| Accounts - AIR Claiming |
AIR Claiming AIR Claiming-Status Complete |
| Account - Claiming |
Unclaimed amount Donut In Progress Donut Claims complete this Week Donut |
Locations where Widget replaces drop-down list of Users
Within the following locations, the auto-complete widget replaces a drop-down list of users, providers and contacts.
| Tab | Feature |
| Appointments Tab |
Create New Appointment Available Time |
| Waiting Room | Walk-in |
| Patient Tabs | New Multiple Patient Invoice |
| Patient - Dashboard |
Chat (Search User) Investigation Shortcuts Shortcut SMS on Demand |
| Patient - Clinical |
Patient Usual Provider Patient Demographics - New Referral New Procedure - Provider, Assistant, Anaesthetist and Paediatrician. Immunisations - Billing Provider Hospitalisations Investigations (Pathology and Radiology) Requests and Results Correspondence (Import) |
| Patient - Accounts |
New Quote New In-patient Quote New Invoice New In-patient Invoice |
| Patient Activities |
New Tasks New Clinical Actions |
| Appointment Settings |
New Sessions New Extra Sessions Holidays |
| Subscription Details Settings |
User Subscription - Identifiers User Configuration - Accounts Billing Subscriptions- Details Home Page Provider Filter - General Appointment Provider Filter - Appointment |
| Secure Messaging |
Inbox - New Letter Writer SMS on Demand |
| Accounts - Sales |
New Quote New In-patient Quote New Invoice New In-patient Invoice |
| Accounts - Distributions | Distributions Provider |
| Reporting |
Patient Visit Report Patient Immunisation Report Procedure Detailed Report Referral Detailed Report Theatre List Report Provider Billing Activity Report Provider Billing Payment Report Claim Payment Report Refund Report Provider Earning Report |
| Utilities | Bulk Scan Upload |
| Home | New Chat - Search User |
Creating and Assigning Task
On the more button of the Assign Task feature of the new referral screen the User can use the Auto-complete widget to search using First Name, Last Name, User Code and Provider Number to select a Provider.
Bank Name and Account Code Field
Within the following locations, the auto-complete widget replaces a drop-down list of Bank Name and Account Codes. To search within these field enter the Bank Name and Account Code.
| Tab | Feature |
| Account Settings | New Bank Account |
| Accounts - Journal | New Journal Entry |
| Accounts - Reconciliation |
New Reconciliation New Adjustment |
| Accounts - Expenses |
New Expense Account |
| Reporting |
Banking Report Income Summary Report |
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For urgent assistance, please contact MediRecords support on 1300 103 903 during business hours.