iMedDoc v4.0

Income Category

The source of Income to the practice can be categorised, in this module, which is to be specified at the time of raising invoices. A default Income Category can also be set.

Create Income Category

Fill in the Category Name which is required to save the Income Category. You can also select a default Income Category by enabling the checkbox. Income Category will appear under Accounts >> Invoice.

Edit Income Category

To edit the Income Category, find the Income Category from the list, select the record and choose edit icon or double click the record. You will see Edit Income Category and change any of the fields and click Save to save changes.

Delete Income Category

To delete an Income Category from your connection, select the record and choose Delete icon, a window pop-ups prompting whether to delete the entry. Click OK to delete the Income Category. Only unused Income Category can be deleted. If a Category is in use, or it is marked as Default the system will not allow you to delete the record.

Archive Income Category

Select an Income Category from your connection and choose Archive from the actions drop down to hide the Income Category from iMedDoc Selection list. Similarly a Income Category can be Unarchived by Selecting the archived Income Category & Click Unarchive tab in the actions menu drop down. This will restore the Income Category available for Selection.

Scan Category

The scan records can be grouped under different Scan categories, which helps organise & manage the scan documents. A default Scan Category can also be set.

Create Scan Category

Fill in the Category Name which is required to save the Scan Category. You can also select a default Scan Category by enabling the checkbox. Scan Category will appear under Patients >> Scans and Tray >> Scan Tray.

Edit Scan Category

To edit the Scan Category, find the Scan Category from the list, select the record and choose edit icon or double click the record. You will see Edit Scan Category page and change any of the fields and click Save to save changes.

Delete Scan Category

To delete Scan Category from your connection, select the record and choose Delete icon, a window pop-ups prompting whether to delete the entry. Click OK to delete the Scan Category. Only unused Scan Category can be deleted. If a Category is in use, or it is marked as Default the system will not allow you to delete the record.

Archive Scan Category

Select Scan Category from your connection and choose Archive from the actions drop down to hide the Scan Category from iMedDoc Selection list.Similarly a Scan Category can be Unarchived by Selecting the archived Scan Category & Click Unarchive tab in the actions menu drop down. This will restore the Scan Category available for Selection.

Letter Category

The Letters can be grouped under different Letter categories, which helps organise & manage the Letter documents. A default Letter Category can also be set.

Create Letter Category

Fill in the Category Name which is required to save the Letter Category. You can also select a default Letter Category by enabling the checkbox. Letter Category will appear under Patients >> Letters.

Edit Letter Category

To edit the Letter Category, find the Letter Category from the list, select the record and choose edit icon or double click the record. You will see Edit Letter Category and change any of the fields and click Save to save changes.

Delete Letter Category

To delete Letter Category from your connection, select the record and choose Delete icon, a window pop-ups prompting whether to delete the entry. Click OK to delete the Letter Category. Only unused Letter Category can be deleted. If a Category is in use, or it is marked as Default the system will not allow you to delete the record.

Archive Letter Category

Select Letter Category from your connection and choose Archive from the actions drop down to hide the Letter Category from iMedDoc Selection list. Similarly a Letter Category can be Unarchived by Selecting the archived Letter Category & Click Unarchive tab in the actions menu drop down.This will restore the Letter Category available for Selection.

Expense Category

The Expenses can be grouped under different expense categories, which helps to organise & manage the expenses reports. A default Expense Category can also be set.

Create Expense Category

Fill in the Category Name which is required to save the Expense Category. You can also select a default Expense Category by enabling the checkbox. Expense Category will appear under Accounts.

Edit Expense Category

To edit the Expense Category, find the Expense Category from the list, select the record and choose edit icon or double click the record. You will see Edit Expense Category and change any of the fields and click Save to update the changes.

Delete Expense Category

To delete Expense Category from your connection, select the record and choose Delete icon, a window pop-ups prompting whether to delete the entry. Click OK to delete the Expense Category.

Archive Expense Category

Select Expense Category from your connection and choose Archive from the actions drop down to hide the Expense Category from iMedDoc Selection list. Similarly a Expense Category can be Unarchived by Selecting the archived Expense Category & Click Unarchive tab in the actions menu drop down. This will restore the Expense Category available for Selection.