Syncing a MediBooks Patient from EMIS

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.

• Related Articles

• Syncing EMIS with MediBooks

  To Sync, EMIS requires that any accounts used for syncing are enabled. As an alternative to enabling each account in EMIS, a default account can be added to the System Setup, which will be used if the current user does not have the required ...

• MediBooks not syncing with EMIS

  If an error starting with "Client side failed to fetch the customer record..." is displayed when trying to sync MediBooks with EMIS. If anyone else is logged into the PC with EMIS loaded please try restarting the computer then logging into MediBooks ...

• Creating a New MediBooks Patient

  Open Medibooks and select the Customer Tab. Click on [New] and select [Patient]. Fill in the Customer Details. Once you are satisfied with the information provided, Click [Save]. Suggested articles: Creating a New MediBooks Business Setting Billing ...

• Linking Medical Practitioners in EMIS to MediBooks

  This functionality is only available from v7.37.13 of MediBooks if you are using a version before this please contact support for assistance. The user Mnemonic in EMIS, is found under Configuration -> Organisation Configuration. Edit the desired user ...

• Linking Branch Names from EMIS with MediBooks

  This feature is available from 7.35.3 of MediBooks onwards. Additional Medical System names can be assigned to branches within MediBooks. This removes the need to create multiple branches if the names in EMIS and MediBooks do not match. When the ...