FAQ

Appointments

Reports

Documents & Templates

Accounts

Mail

Dictation

Others

Appointments

Yes, you can cancel a selected patient appointment by changing the status of the appointment to 'Cancelled'.

Also you can Reschedule the appointment from Calender More Reschedule OR Patient file Appointment Reschedule

  Click on the status against required appointment.

  Update Status window will open with different status option.

  Click on the required status, which will be updated against the appointment in the listing.

For more information Click here

  You can choose to generate the Clinic list either with Simple or Detailed option.

  Simple Option includes Appointment Time, Patient Name, DOB, Appointment Type & Comments, Total no. of appointments/ surgeries & Date of Clinic list with Consultant Name & service location

  Detail Option includes Appointment Time, Appointment Description, Patient Name, DOB & Contact details, GP Name & Contact Details, Insurer Details & Date of Clinic list with Consultant Name & service location.

  Go to More Settings Calendar Details Appointment Block

  When you click the Create tab, Add Appointment Block window opens

  Enter the description, From Date - To Date, From Time – To Time

  Select Doctor name, color code & week days to be blocked

  Then Click Save, which will create the block & list it the page.

  You can go to the selected day from the Calendar page, and view that the blocked time slot for the selected days are blocked.

Please note that, when the blocked time selected to create an appointment there will be an alert notifying that the time slot is blocked for the selected consultant and will ask 
 if you want continue booking appointment in that blocked time. If you select yes, the appointment/ surgery will be scheduled for the selected time.

Yes, you can add New Appointment Description from More Settings Calendar Details Appointment Description Create

For more information Click here

Mark holidays used to display the particular day clinic’s availability. Go to More menu and select the settings tab. At the left side of the screen you can see an option called Calendar details with the sub menu called Calendar tag which will let you to mark holiday and make a note for a particular period of time in the main calendar screen.

For more information Click here

Reports

  To generate an Invoice Report, Click Accounts Reports Invoice

  Select Filter & set the search criteria in the Filter Page and Click search.

  An Invoice Report will get generated according to the set criteria for search.

  You can export the report as an excel document or print in PDF format.

For more information Click here

  To generate daily billing report, Click Accounts Reports Daily Report

  Select Filter & set the search criteria in the Filter Page and Click search.

  An Invoice Report will get generated according to the set criteria for search.

  You can export the report as an excel document or print in PDF format.

  To view the daily clinic schedule list, you can go to Calendar page & click on the required date.

  The complete schedule for the selected date will be listed in the day view of the calendar.

  To print the list for the particular day, select Appointment / Surgery Print Simple / Detail from the top left ‘More’ tab in the Calendar page, which will generate PDF report.

  You can download it to your system as PDF document or print it through the connected printer.

For more information Click here

  To generate a day’s clinic list in excel format, Click Calendar Select required date, which will open the day view of the select day.

  The complete schedule for the selected date will be listed in the day view of the calendar.

  To generate the list in excel format for the particular day, select Appointment / Surgery export excel from the top left ‘More’ tab in the Calendar page., which will download the clinic list in excel format to your system.

For more information Click here

Patient report lets you to get an entire report of the patient from their initial visit. Open a patient file and click on patient report at the right side of the screen and select the necessary reports that need to be generated.

Documents & Templates

Yes, this can be done. Click on the small square boxes against each required file in the Print Tray page

Select Print button on the extreme Top right corner in the Print Tray page. This will allow you to print multiple letters from the print tray.

  Select the required Patient file Letters Create

  Now you can see an Add Letter window.

  Select the Doctor name, Templates for the respective letter and the Letter description.

  Click save to save the letter, which will open the selected template in MS word.

  Edit the letter content as per your requirement and save the word file, which will automatically get uploaded to iMedDoc EMR in the selected patient records.

For more information Click here

  Placeholders can be added to the letter templates by following the below mentioned path.

  More Settings Templates Double Click the required letter template, which will open the letter content in MS Word.

  Here you can choose the required place holder to be added in the template from the iMedDoc AddIns menu at the top of the screen.

  Save the word file, which will automatically get uploaded to iMedDoc EMR in the selected letter template.

For more information Click here

Letters from Print Tray cannot be removed as they are just imprints of the letter documents created in patient profile to manage the verification & printing.

If you want the letters not to be listed in the Print Tray, by changing their status you can remove them from the listing. But the letters will be available in the respective patient file.

For more information Click here

Yes, you can add new template in your iMedDoc system. Please click on the link below to learn how to add new template.

For more information Click here

Please download and install iMedDoc plugin from the below link and get the letters work fine. If not please check whether the word is crashed in the task manager, if so please end the task and try accessing word letters

http://imeddoc.net/iMedDocWordPlugin.exe

To end the word crash, click the WINWORD.EXE in the task manager and select End process at the bottom of the screen.

To import a scanned document into iMedDoc, go to the patient file and select the scanned document folder. Select the upload button in the scan document module and finally choose the document from the computer, enter the necessary data and click save to upload a document.

For more information Click here

Accounts

  Go to Accounts Invoice.

  Select required Invoice, for which the payment went bad debt.

  Select Bad Debts from the drop down in the top right of the invoice page.

For more information Click here

  Go to Accounts Reports Invoice Summary

  Click on the Filter tab, which opens a filter page with various filtering criteria.

  Select the appropriate criteria & click search.

  Invoice summary for the selected search criteria will be listed in the Invoice Summary page.

  Or if you want no filtering but want the summary of all the Invoices, then Click the Filter tab and Click Search button without entering any search criteria. Then the overall invoice summary will be available on the screen.

  This summary can then be exported in Excel or in PDF format, by clicking the corresponding tab in the top right of the Invoice summary page.

For more information Click here

Select the invoice and click pay, this will take the screen to add receipt. Then change the payment price and click save. This saves the receipt with partial payment for the invoice. The remaining amount will be listed in the Invoice page.

To add and update the procedure price, go to more and select settings tab. Then select the procedure field at the left side of the screen which takes you to the procedure window.

Click on create new to add a new procedure and double click the old procedures to edit the prices.

For more information Click here

Monthly report option is used to get a statement on the invoices generated. To export the monthly report, go to Accounts then reports and then select the Invoice summary from the sub menu.

Click on the filter button and you can enter the data in the necessary fields to filter the report.

For more information Click here

Mail

  Go to More Mail Inbox

  Open the mail with attachment, click the import option which is next to the attachment.

  This will open the patient search screen; Select the respective patient in which the attachment needs to be imported & click Ok.

  The attachment will be saved in respective Patient File Scan Document.

Note: Only PDF attachments can be imported in to iMedDoc EMR.

Dictation

Dictations can be uploaded in two methods from Dictaphone.

  Connect the Dictaphone to the computer. Go to MORE and click dictation, select the dropdown at the right side of the window and choose local upload. Finally upload the documents from the computer.

  Another way of uploading dictation is, go to the particular patient profile, select dictation from the left side of the screen. Select the down arrow, click local upload and upload the respective dictations to the patient profile.

For more information Click here

Others

iMedDoc systems does not allow duplicate creation of Patient Record, based on the First Name- Surname - DOB verification. So sometimes, when the duplicate entry is created with spelling mistake or similar human errors, there will be two or more files for the same patient.

But based on the patient ID referred to the patients, generally the entries will be made to one file only. During such situations, the other Patient files created can be merged with the prime Patient Record using Merge Detail.

The Patient file from which the details are merged will not be listed in the Patient list. Similarly, Contact Details can also be merged.

To Merge Patient Records:

  Go to More Settings Miscellaneous Details Merge Patients.

  Select the Original Patient in the Search box in the Patient Page “MERGE TO”.

  By Clicking on the ‘Add Merge from Patient’ tab, you can add any number of duplicate Patient records.

  Select the Duplicate patient to be merged in the Search box from the “MERGE FROM”. (Use the second tab to select the duplicate patient).

  Then Click on ‘Merge Patient’ button. Now the duplicate patient entries will be merged to the original patient.

Note: Demographic, Contact, Insurance Details & Next of Kin details will not be merged.

  Go to More Settings Contact, search & select the required contact and click the edit tab. There, you can edit all the information of that particular contact.

For more information Click here