How Do I?
Sending Statements
First open the desired customer's account overview. Then, click the Statement button. The statement dialog will appear. Account as at date - the statement will show all transactions up to this date (sort of like an end date). Statement Style - ...
Did Not Attend (DNA) Charges
DNA Charges are set by Third Party, and can be enabled when adding items to Invoices. To setup the charges, select the Third Party, click Modify, then Third Party Details. Select the Billing Information tab and use the DNA Charges (Did Not Attend) ...
Configuring Quick Bills
This article will describe how to setup quick bills. Instructions on how to raise quick bills are available here: Quick Bills First, open the invoice screen, then click Pick List and Configure. Use the checkboxes in the Quick Bill column to mark any ...
Category Items
The Category status is used to mark bill items to ensure only one item can be added per bill this is sometimes a requirement for third parties or rebate. To mark the bill items as Category, go to Administration - > Global Catalogue. Click the lock ...
Changing the Default Till or Branch for a computer
Default Tills and Branches are assigned by computer, this is set from the Terminals Page of the System Tab. Under the user settings, you can choose if the till or branch are pre-populated with the default left blank. The default till and branch on ...
Quick Bills
Quick bills can be used to raise bills for frequently billed items for the patient currently selected in the medical system. To learn how to setup quick bills please read the article here: Configuring Quick Bills To create a quick bill click on the ...
Printing Invoices in Bulk for insurance
Depending the version of MediBooks that is being used different processes will need to be used. From version 7.37 onwards, transactions can be multi-selected, on the the Bills - All, Bills - Outstanding or Payments screen. Versions earlier than 7.37 ...
Duplicate Accounts
If multiple accounts for the same customer have unintentionally been created. To resolve the duplicate accounts we recommend transferring any balance from the extra account, removing the external ID then setting the account to closed. To learn how to ...
Balance discrepancies
A few places should be checked to locate the cause of balance discrepancies. The Front desk If the customer has a balance but no outstanding bills, go to the front desk tab and ensure there are no bills for the customer. Bills on the front desk are ...
Update Practice/Bank Information on Letters
From version 7.26 onwards of MediBooks letter templates can be used to modify and create new letters, when creating letters, data fields can be used to prepopulate the letter with existing information in MediBooks. The bank information can be ...
How to fix Bills with Historic Data Issues
The first step to resolving historic data issues is to select the desired account, this can be done using the Bill ID if it is known by using the following instructions: Searching for Accounts by Bill ID Next, go to the Account Overview, click ...
Bulk Printing Customer Statements
The first step to printing statements in bulk is to first create a Statement task, to learn how to do this please read: Creating Tasks Next, you will need to ensure that customers have been assigned to the task. Each customer can be assigned to one ...
What to do when a MediBooks Upgrade Fails
If MediBooks fails to complete an upgrade MediBooks will need to be reinstalled. This article provides instructions on how this can be done. First uninstall MediBooks, Microsoft have instructions available on their site explaining how to uninstall ...
Auth Code vs. Auth Ref
In MediBooks Auth Ref. and Auth No. are used in different places across the software, below are descriptions of how each is used. Auth Ref: Authorization reference - This is related to Bills. Usually provided by the insurance company as the reference ...
Using Booking Fees
This article is about booking fees which are used to apply a charge to an invoice whenever "Bookable" items are added to the invoice. The details on the charge such as the amount and what it is displayed as on the invoice can be configured in the ...
Making Changes to Price Lists
To make changes to price lists in MediBooks multiple pages may need to be used. This article will explain how price lists in MediBooks work and when to use each page. Overview of Price Lists MediBooks Each Third Party in MediBooks can have its own ...
Creating Invoices
In MediBooks there are a couple of different ways to create invoices. This article will provide a brief overview of each of these methods and where to find more information, as well as how to use the invoice screen. The most common way create ...
Changing the Billing Pattern of Customers
There are a couple of ways to change the billing pattern of customers in MediBooks. The first is by changing the billing pattern of individual customers, this is useful when you only need to change the information of a few specific customers. This ...
Creating letters
Within MediBooks, there are a number of different ways to create and print letters. One way to create a letter is by attaching it to a statement, to learn how to do this please read: Statement Watermarks and Overdue Account Letters. Another thing to ...
Finding the Reason Rebate Items are Being Rejected
When scheduling invoices from the third party or government tab, sometimes claims may fail. The reason this has happened can be found by clicking on the small triangle next to the rejected claim. This has been illustrated in the example below.
Finding Customer Accounts Recently Opened by User or Time
System Audit page can be used to find all accounts accessed at a certain time or by a certain user. This page can be found under the "System" tab. Open the page and at the top enter the date and select a user from the dropdown box if this is known. ...
Changing What Happens When Policy End Date is Reached
When setting a customer's third-party references it is possible to set a policy start and end date. Using the "System Setup" settings in MediBooks what happens once this end date is set can be controlled. To open the settings select the blue plus in ...
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 ...
Resubmitting Third party and Rebate Schedules
In Payments & Rejections, click on the New button and then filter by Schedule ID. Select all of the bills on the grid. You can do this by selecting the first row and then selecting the last one while holding down the SHIFT key. Once all of the rows ...
Deleting Catalogue Items
If an item is no longer needed and you wish to delete it this can be done from the global catalogue screen. In this example, we are going to delete the Item "GP Consultation No Charge". Make sure the lock in the top left of the screen is unlocked so ...
How Do I Add New Departments In The Global Catalogue
The tabs that separate different types of charges when adding items to invoices for which items can be charged against can be controlled from the Departments tab. This allows your practice to organise the categories for which items can be charged. ...