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, click on the Person Icon on the MediRecords menu ribbon, then click Preferences.
To access another user's preferences, click More at the top of the page to reveal a drop-down list, and click Settings.
Click Subscription Details
Click the Tick-box next to the name of the user that is being configured, then click Configure.
This will bring up the User Configuration Form, which is split into seven sections. When configuring each of the sections, click Save to finalize the changes you have made.
General settings for the user
Set Default Practice on Login - The practice MediRecords will default to when you login.
Start Up From - The page that MediRecords will open to once logged in.
Grid Count - The number of records shown per page.
Home Page Provider Filter - The provider's details impacting the dashboard widgets
Default Patient View - The default page that opens when accessing a patient record.
Default Patient Clinical View - The default tab that opens when selecting the Clinical Tab in a patient record.
Start Consultation Timer - Determines if you want to start a consultation timer when accessing a patient's clinical record.
Chat Notifications - On or off.
Default Medical Certificate - For Providers who have their own default Medical certificate they wish to use when issuing Medical Certificates.
Default Specialist Referral - For Providers who have their own default Referral template they wish to use when issuing Referrals.
The accounts associated with the user for MediRecords account keeping purposes
Practice - The practice the accounts listed are associated with.
Employment Model - The type of employment the user has with the practice.
Payee Provider Number - If the user will use the practice's provider number.
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
Preferences related to appointments with the user and their default settings for the Appointments Calendar
Default Appointment Type - The default appointment type set when making appointments for this user.
Show Providers with Active Sessions - The Appointments Calendar shows only providers with bookable timeslots available by default.
Appointment Provider Filter - Which doctors can be seen by default when accessing the Appointments Calendar (does not work when Show Providers with Active Sessions is ticked)
Default Appointment View - The default view for the Appointments Calendar.
SMS Template - The SMS template used for reminders to patients about appointments with this user.
Default Send Reminder - The default type of reminder method for patients that have an appointment with this user.
Check Referral Validity on Appointment - MediRecords checks if there is an associated referral with an appointment made with this Provider.
Practice List - Practices that this provider is available to have an appointment at.
Investigations (Clinical & Integrated)
The default settings for Pathology/Radiology requests made by this user.
Default Pathology Provider - The default pathology provider for pathology requests made with this user.
Default Radiology Provider - The default pathology provider for radiology requests made with this user.
Default Billing Status - The default requested billing status for investigation requests made by this user to the provider.
The user's billing preferences
Precedence Rule - Defines whether MediRecords takes this user's preferences, or the patient being billed.
Default Payor - The default person/company that will be paying the invoice.
Default Schedule - The default schedule used for billing.
Default Item - The default item that will be auto-inserted when using the Default Schedule.
Default Fee Type - The default fee type used when using the Default Schedule.
Invoice Default Term - The default time given to pay an invoice.
Invoice Templates - Default templates used when billing.
Payment Receipt Template - The default template used when generating a receipt.
Include Referral for Medicare Billing - Whether MediRecords requires a referral when billing services to Medicare.
Show Finalize Account (Integrated Subscription) - whether the user can provide billing details after finishing their consult with the patient.
Medicare Provider Type - The type of Medicare provider the user is.
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
Prescribing (Clinical & Integrated Subscription)
The user's preferences when creating a prescription
Default Product View - The default way MediRecords allows the user to search for medications when prescribing.
Prescription Print Type - The default template used when printing prescriptions.
The user's agreements with health funds for ECLIPSE billing purposes, this is where you will enter in your Fund Payee ID you receive from BUPA etc.
You've completed another MediRecords Tutorial. You should now be able to configure a user's preferences. If this is not what you're looking for, head back to our knowledge base and search for another article.
For urgent assistance, please contact MediRecords support on 1300 103 903 during business hours.