Enabling the Front Desk tab
To access the Front Desk tab, the relevant Access Plan will need to have the "Create Bill" permission enabled.
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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, ...
Sending Payment Requests as Front Desk staff
One of the ways that payment requests can be posted is directly from the front desk. Bills can be individually selected and posted as required by the front desk, i.e. if a customer has forgotten their wallet or if the front desk is busy. This allows ...
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 ...
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 ...
Creating Invoices Using Third Parties
Open the third party tab, and click the third party you would like to create an invoice for customers. Select [Invoice] from the ribbon bar at the top of the page. The invoice dialog will open. The table on the top left of the screen can be used to ...