Syncing a MediBooks Patient from EMIS

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• Open EMIS and select the required patient record.


• To import the patient information into MediBooks, Click on the [Sync Icon] which is located within MediBooks and on your Desktop.


• Depending on your system settings, this will give an Account Overview, create an invoice or take you to the Payment screen.

• You can choose which option you prefer. Details of this can be found under the System Settings.

• You will notice on the Customer tab that information on Synced customers is greyed out and cannot be modified:


• If you wish to modify a customer who has been imported from EMIS, update the information in EMIS and then click the [Sync Details] button.


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