Customer
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Contents
- 1 Customer Overview
- 1.1 Account Overview
- 1.2 Searching
- 1.3 Creating a New MediBooks Patient
- 1.4 Creating a New MediBooks Business
- 1.5 Modifying Existing Customers and Businesses
- 1.6 Setting Billing Information Properties
- 1.7 Setting Account Details
- 1.8 Setting Alerts
- 1.9 Third Party References
- 1.10 Syncing a MediBooks Patient from EMIS
Customer Overview
Here you will find information regarding the options available in the Customer section of MediBooks. For guides on the Financial section of this menu, please click here.
Account Overview
How to open the Account Overview page to view a Customer's past transactions.
Searching
How to find a customer by name, number or transaction ID.
Creating a New MediBooks Patient
How to create a new patient.
Creating a New MediBooks Business
How to create a new business.
Modifying Existing Customers and Businesses
How to modify existing patients and businesses.
Setting Billing Information Properties
How to set the billing information for a patient or business.
Setting Account Details
How to set the account details for a patient or business.
Setting Alerts
How to set an Alert.
Third Party References
How to link a patient or business to a Third Party.
Syncing a MediBooks Patient from EMIS
How to sync MediBooks with the current patient open in EMIS.
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