Administration
Add Items to Price List
To add items to a price list, go to the Administration Tab and select [Catalogue Pricing]. Use the drop down to select the price list. Click Edit Lock. Set the Effective Date to the date you would like the item to be visible from. Double-click an ...
Creating Tasks
The Billing Task Wizard found in Task Scheduling in the Administration tab can be used to bulk-create statements or apply charges or booking fees to customer accounts. To create a task, use [Billing Task Wizard]. Clicking on this button will open a ...
Creating Invoices Using Task Scheduling
There are a couple of different ways to create multi-recipient invoices from the Task Scheduling tab, this article covers creating invoices for members of a Statement Billing Task. Go to the Administration tab, and click [Task Scheduling]. Click the ...
Creating Invoices Using Customer Grouping
Go to the Administration tab, and click [Customer Grouping]. Click "Invoice..." hyperlink, will allow any members of the customer group to be invoiced. Suggested articles: Adding customers to a customer group: Setting Billing Information Properties. ...
Editing an Existing Customer Group
Go to the Administration tab within MediBooks, and click on [Customer Grouping]. This will open the Customer Grouping page. From here you can edit an existing customer group by clicking on the box you wish to change and typing new information in its ...
Adding new Customer Groups
Go to the Administration tab within MediBooks, and click on [Customer Grouping]. This will open the Customer Grouping page. Double-click on the description box and enter new information in its place, this box has been highlighted in the image below. ...
Using the Bulk Billing Pattern Change Dialog
Click [Bulk Billing Pattern Change] on the Customer or Third Party tab ribbon. Select an item from the "Billing Pattern" dropdown, check “Zero Balance Accounts Only” or “Non Zero Balance Accounts Only” and then click on [Search]. The accounts that ...
Task Scheduling
The Task Scheduling page in MediBooks can be used for actions relating to tasks which are used to bulk-create statements or apply charges or booking fees to customer accounts. To learn how to create a task please read: Creating Tasks. To find the ...
Statement Delivery
The Statement Delivery page gives an overview of the Tasks that have been run. The panel on the left allows you to select the task, or right click and select Undo Statement Run to remove it from the list. The selected task will be displayed in the ...
Catalogue Pricing
To view a list of all the prices in your system, go to the Administration Tab and select [Catalogue Pricing]. To edit prices for a date in the past or future set the Effective Date to the desired date. From here, prices can be edited in the system ...
Schemes
You can edit the name and parent scheme of a scheme. First, unlock the list by clicking [Edit Lock] You will now be able to edit fields by double clicking. The [Companies] Column displays which companies are linked to that scheme. Once you have ...
Price List Configuration
It is possible to configure the Departments and Sections in the Global Catalogue so that they are displayed in a way that is convenient to you. To begin, go to the Administration Tab, and click on [Configuration]. You will be given the option to ...
Global Catalogue
The Global Catalogue provides an overview of all the services you provide to Patients, legal firms, insurance companies and Local Authorities. It can be used to create new catalogue items or modify existing items' properties such as making a ...