To find the settings, go to the [Home] Tab.
Click on [Settings].
This will open the settings page. User settings enable changes to be made throughout MediBooks for different boxes and selections.
For example, when creating an invoice the system automatically selects the user logged in as the owner of the invoice. This can be changed in user settings to require the user to select an option manually. Users can also configure which pick list department is shown first, allowing them to view their most popular prices immediately when creating invoices.
Once you have made the required changes to your settings, click [Save].
Related Articles
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 ...
"Logon Failed for user ..." Error Message
If you encounter a message saying "Logon failed for user ..." when logging into MediBooks, the issue can often be caused by incorrect login details being used or the user account in MediBooks not actually existing. To learn how to change your ...
TPP User Mapping, TPP Role Mapping and Access Mapping
For users who integrate with TPP SystemOne, there are two sets of Mapping which will need configuration: Open MediBooks and select the System Tab. TPP Role Mapping Select Role Mapping from the Medical System options on the [System] Tab: This will ...
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, ...
Managing User Groups
Open MediBooks, select the System Tab and open User Management. Click on [User Groups]. Click [Add] to create a new User Group and add users to it. Click [Edit] to modify the users assigned to an existing User Group. Click [Delete] to remove the ...