System
Using WindowsLogon
Using WindowsLogon with MediBooks will enable MediBooks to automatically log in when a specified Windows account is being used. In order to use WindowsLogon it will need to be set as the authentication method on any computers that will be used. To ...
Creating a new Letter Template
The content shown in this article is for version 7.26 of MediBooks and onwards. Open MediBooks and select the System Tab. Then click the [Letter Templates] button. Click [New Template]. Use "Template Name" to change the name of the template. Use the ...
Editing a Letter Template
The content shown in this article is for version 7.26 of MediBooks and onwards. Open MediBooks and select the System Tab. Then click the [Letter Templates] button. Use the dropdown box at the top of the page and select a template. Use "Template Name" ...
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 ...
Creating a New Practice Header
To edit a Practice Header, open MediBooks and select the System Tab. Click the [Practice Header] button. Click [New] on the Menu Bar then fill in the required information Image files for the Header can be loaded, downloaded or deleted from the menu ...
Resetting a Password
Open MediBooks and select the System Tab then [User Management], select the user from the list whose password you would like to reset then click on [Reset Password]. A message will come up, after reading it select [OK]. Once you have finished with ...
Editing a Practice Header
To edit a Practice Header, open MediBooks and select the System Tab. Click the [Practice Header] button. The information in each of the fields can be edited to reflect the changes you wish to make. Image files for the Header can be loaded, downloaded ...
Selecting a Report Header
To select which Practice Header is used for each document type, open MediBooks and select the System Tab. Click the [Report Headers] button. From here you can select a different Practice Header for each document type, selecting from the dropdown menu ...
Editing an Existing Terminal
To Edit an Existing Terminal, open MediBooks and select the System Tab. Click the [Terminals] button. From here you can Edit an Existing Terminal by clicking on the box that contains the details you wish to change. Not all boxes can be edited (i.e ...
Adding a New Terminal
To Add a New Terminal, open MediBooks and select the System Tab. Click the [Terminals] button. From here you can Add a New Terminal by clicking in the indicated box change and typing new information in its place. When you have finished adding ...
Editing an Existing Till
Open MediBooks and select the System Tab. Click the [Tills] button. From here you can Edit an Existing Till by clicking on the box you wish to change and typing new information in its place. When you have finished making changes, click [Save]
Adding a New Till
Open MediBooks and select the System Tab. Click the [Tills] button. From here you can Create a New Till by clicking in the indicated box and typing new information in its place. When you have finished making changes, click [Save] If you would like to ...
Modifying an Existing Branch
Open MediBooks and select the System Tab. Then click the [Branches] button. From here you can Edit an Existing Branch by clicking on the box you wish to change and typing new information in its place. When you have finished making changes, ...
Creating a New Branch
Open MediBooks and select the System Tab. Then click the [Branches] button. From here you can Create a New Branch by entering the details into the indicated boxes then clicking [Save]
Managing Alerts
Open MediBooks and select the System Tab. Then click the [Manage Alerts] button. From here you can manage each Customer Alert set up on your system. Double Clicking on an entry will open a Customer Alert Configuration Screen where you can edit the ...
Payment Methods
Open MediBooks and select the System Tab. Then click the [Payment Methods] button. To create a new Payment Method, enter the details into the relevant box or boxes. Ensure the information is entered correctly as the "Abbreviation" and "Payment ...
Editing an Access Plan
Open MediBooks and select the System Tab. Then click the [Access Control] button. From here you can expand the options and select the specific areas of the program you want the user to have access to by clicking the relevant boxes. When you are ...
Creating a New Access Plan
Open MediBooks and select the System Tab. Then click the [Access Control] button. Click [Create New Access Plan] The Access Plan can be renamed by double-clicking on it and entering the desired text. Once you are satisfied with the Access plan ...
Editing Workflows
Workflows allow you to determine what screens each user will be sent to after certain activities. Open MediBooks and select the System Tab. Then click the [Workflow] button. The type of profile affected by the changes can be selected using the ...
System Auditing
Open MediBooks and select the System Tab. Then click the [System Audit] button. Enter the relevant values in the boxes provided and click [Search]. This will return a list of all System Audit actions carried out based on the selected criteria.
Creating a New User
Open MediBooks and select the System Tab. Then, open the User Management tab. Click on [New User]. Fill in the New User Details in the boxes provided. The [Type] field allows you to select what type of user you are creating. The [Access Control] ...
Modify Users
Open MediBooks and select the System Tab then click on [User Management]. The screen will display all current users on the MediBooks system. To modify an existing user, simply double click the user to open the edit user dialog. To save the changes, ...
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 ...