Viewing Members of Third Parties

Using the Members page in MediBooks you can view all members of a specific third party and their related policy information.

 To open this page go to the Third Party tab and select the third party you would like to look at. Then click [Members].

You may find that you have different columns from the example above, these will have been configured when your practice account was set up.

Customers will be crossed out and written in red when their policy has expired.  

• Related Articles

• Modifying Existing Third Parties

  Go to the Third Party Tab within MediBooks. Search for the required Third Party by clicking on [Third Party Search]. Double Click the ID number of the required Third Party. This will open the Third Party Details. Alternatively, to modify the third ...

• 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 ...

• Deleting a Third Party

  From the third party menu in medibooks "click" on third party search Your list of third parties will appear. Double click the blue ID number to open the third party contact card. Click on actions and the delete button will appear. Click delete, you ...

• Updating a Customers Third Party References

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• Third Party

  Open MediBooks and select the Third Party Tab. Click on [New]. Fill in the Third Party Details in the boxes provided. Once you are satisfied with the information provided, click [Save].