User Types

When viewing the User Management page in MediBooks, users are grouped by the type of profile they have. This type can be used to create different default Workflow settings such as what screen should open when a transaction is posted and accounts with the "System Administrator" will get automatic access to the system, overriding their access profile. 

Types are set either by the Medical System or from within each profile's settings. If the Medical System is synced to MediBooks, any changes made to the user type in the Medical System will be reflected in MediBooks once the two have been synced.

The User Type can be changed from the edit user dialog, which is opened by double-clicking on a user on the User Management page. Select a new type from the dropdown box indicated in the image below. Close the dialog using the Save button. 

 

If you are happy with the changes use the Save button on the dark grey bar.

• Related Articles

• Front Desk Auto Refresh Settings

  By default the Front Desk will only auto refresh every 30 seconds between 08:00 - 18:00. The auto refresh can be changed within MediBooks, instructions showing how to do this are shown below. To change the hours that the auto refresh is active, ...

• How Do I Change The Practice Header

  In MediBooks there are two different ways to change the practice header being displayed these are; editing the practice header that is currently being used and selecting a new practice header. Editing the current Practice Header To edit a practice ...

• Restore Invoices after Crash while Printing Invoices from Front Desk

  If while printing invoices from the Front Desk, MediBooks crashes before the invoices can be printed, the Appointment Reconciliation report can be used to find the invoices and print them. Use the filter at the top right to search by Input date and ...

• Updating a Customers Communication Details from the Front Desk

  Suppose a customer is making a payment at the Front Desk and wants to update their contact details so they can have online bills sent to them in the future. In that case, this can be done by right clicking on the bill and opening the Communication ...

• Enabling the Front Desk tab

  To access the Front Desk tab, the relevant Access Plan will need to have the "Create Bill" permission enabled. To learn how to modify permissions in access control. please read: Editing an Access Plan