"How Do I?"

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"How Do I?"


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Below is a list of Frequently Asked Questions by existing MediBooks users.
To make it easier to find what you are looking for, we have separated them into headings based on the Tabs in MediBooks.
Although this section is updated regularly, if your question does not appear here, and you cannot find what you are looking for in the Glossary or by using the search feature at the top, right of the page, you can submit your question to support@medibooks.net.

INSTALLATION


How do I Install MediBooks?

How do I setup Syncing with EMIS?

TRAINING


Where can I find information on MediBooks Training?


HOME


How can I view a summary of recent activity?

How can I view a summary of tasks?

How can I view a summary of Memos?

How do I switch users without closing MediBooks?

How do I change my password?

How can I lock MediBooks if I need to leave my desk?

How can I log off a user?

How do I modify the appearance of MediBooks?

How do I change my workflow settings?

How do I change my Profile settings?


FRONT DESK


How do I view pending invoices?

How can I view pending invoices by branch?

How do I view pending invoices by consultant?


CUSTOMER


How do I search for a customer?

How do I create a new customer?

How do I create a new business?

How do I modify an existing customer details?

How do I modify an existing business’ details?

How do I sync details with EMIS?

How can I make MediBooks share the same Demographic information as EMIS?

How can I see if a customer has outstanding debt?


THIRD PARTY


How do I search for Third Parties?

How do I create a new Third Party?

How do I modify an existing Third Party?


REPORTS


How do I view Reports?

How do I run a report?

How do I modify a report?

How can I change the way I view reports?

How do I detach a report?


ADMINISTRATION


How do I add a service I want to bill for to MediBooks?

How do I use the Price List Wizard?

How do I view the Global Catalogue?

How do I modify the Global Catalogue?

How do I configure the Global Catalogue?

How can I view Schemes?

How do I modify Schemes?

How do I create a new scheme?

How do I view Catalogue Pricing?

How do I add a price to the catalogue Pricing?

How do I view statement runs?

How can I print a statement run?

How can I generate a statement run?

How can i view scheduled tasks?

How can I create a scheduled task?


SYSTEM


How can I see who has done what in MediBooks? (Audit Trail)

How do I add a letterhead to MediBooks invoices and Statements?

How do I view existing users?

How do I create a new user?

How can I reset someone else’s password?

How do I view User Groups?

How do I add/remove users from user groups?

How do I disable a user?

How do I view the system Audit Trail?

How do I set system workflows?

How do I set access controls for user groups?

How do I add/remove payment methods?

How do I manage Alerts?

How do I add a licence to Medibooks?

How do I view Branches?

How do I add a branch?

How do I delete a branch?

How do I add Tills?

How do I add Terminals?

How do I change Headers?


ACCOUNTING


How can I create a bill without selecting a consultant?

How can consultants create a bill at the time of consultation?

How can I have the bill ready at the Front Desk to prevent Patients from leaving without paying?

How do I find out which branch or till a payment was processed by?

How do I process a payment?

How do I create an invoice?

How do I create a credit note?

How do I create a debit note?

How do I make a Journal?