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Changing a Schedules File Type
First open the Schedule Explorer. Next right click on the schedule that needs modifying and select "Change File Format". Use the check boxes on the dialog to choose the required File Format and click "Save".Recreate Third Party or Goverment Schedule Document with Unpaid Items
First ensure the Claims File type is enabled for the Schedule. More information on how to change this can be found here: Changing a Schedules File Type The Claims Validation must be set (Not left to none) Right click on the schedule and click ...Sending Statements
First open the desired customer's account overview. Then, click the Statement button. The statement dialog will appear. Account as at date - the statement will show all transactions up to this date (sort of like an end date). Statement Style - ...Account Statuses
There are four different account statuses that can be used in MediBooks Active, Deceased, Suspended, Closed. These statuses have an impact on Statement Runs and Invoice Creation: Active - Statement Runs and Invoice Creation will work normally. ...Manually Deleting the Cache Files
Before starting please ensure that: MediBooks is closed. You have access to the database file path location for your practice as this may need validating once the cache files have been deleted. If you are unsure of what to do for any of the steps ...
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CityPay Integration
Credit card and debit card payments can be processed in Medibooks via the CityPay Virtual Terminal. CityPay Settings The virtual terminal settings can be found in the Virtual Terminal section of the Settings dialog. The Paylink Merchant ID and ...Switching and Logging Off Users
Within the Home Tab, there are 2 Options which will allow you to switch user. In the top left corner of the screen, you will see a [Switch User] button. An image showing the switch user button. You also have the option to [Logoff User]. An image ...Changing Your Password
In order to reset your own password in MediBooks, you must be able to log in to your own account, and with some older versions of MediBooks, you will need to know your old password. If either of these happen, a practice manager can reset your ...Locking MediBooks
If you need to leave your desk, it is possible to Lock MediBooks so no other users can use it. To do this, go to the [Home] Tab An image of the home tab. Click on [Lock]. An annotated image showing the lock button.A Lock screen will appear: An image ...Changing the colour of MediBooks
You are able to customise the look and feel of MediBooks by changing the default colour settings. To do this, go to the [Home] Tab. An image of the home tab. Click on [Modify Appearance]. An annotated image, showing the modify appearance button. ...