How do I change or setup my own password?

To change a password:

1. Select File - Change Password. The Change Password window will be displayed.
2. Enter your old (current) password into the Old Password field. Leave this field blank if you are setting up your password for the first time.
3. Enter in your new password into the New Password field.
4. Re-enter your new password into the Verify Password field.
5. Click OK or press Enter.

NOTE:
If you have forgotten what your password is, the administrator can log on, select Setup - Staff - Members, select the staff member required (eg yourself), select the Security tab and modify the details in the Login Password field.

 

How do I customise my toolbar?

To customise a toolbar:

To access the Setup Toolbar for Staff Member window, select Window - Toolbar - Setup.

The list on the left is titled Not Selected and displays the icons that are not currently included on the toolbar for the staff member logged on. The list on the right is titled Selected and displays the icons that are currently included on the toolbar for the staff member logged on.

To add icons to the toolbar:

1. Highlight the icon required from the Not Selected side.
2. Click the Add Option to Toolbar icon. This will move the icon to the Selected side.
3. Click OK or press Enter.

To remove icons from the toolbar:

1. Highlight the icon to be removed from the Selected side.
2. Click the Remove Option from Toolbar icon. This will move the icon to the Not Selected side.
3. Click OK or press Enter.

To rearrange the order that the icons appear on the toolbar:

1. Highlight the icon that requires moving from the Selected side.
2. Click either the Move Option Up or Move Option Down icons until the icon appears in the desired position.
3. Click OK or press Enter.

Medtech is open but some icons are greyed out and I can't open the windows. Why?

When icons on the toolbar are greyed out:

Ensure that there is a patient on the palette.

 

Does Medtech have an online help file?

To access Medtech help files:

Medtech32 online help is available to all users. Depending on how the online help is accessed, either a general help window will be displayed (allowing the user to search for help via an index) or a screen specific window will be displayed (the user does not have to search via an index as the relevant help screen is already displayed).

Non Screen Specific Help

NOTE:
These instructions are written as though there are no windows open within Medtech32.

1. Select Help - Medtech32 Help or press F1. The Medtech 32 window will be displayed.
2. There are two ways to search for a help file, via the contents or via the index:

Contents – Click the contents button . Green text indicates more information on that topic exists. To access the information click the green text.
Index – Click the index button .

The Help Topics: Medtech32 window will be displayed. Type the topic required in the Type the first few letters of the word you're looking for field. Select the required topic from the list titled Click the index entry you want, and then click Display and then click the Display button .

3. To go back to the previously displayed information, click the back button .
4. To print the help file, select File - Print Topic or click the Print button .
5. To close the help window, select File - Exit or click the Close icon at the top right of the window .

Screen Specific Help

1. Open the window that help is required for eg if help is required on how to add an appointment, open the Appointment Book window.
2. Select Help - Medtech32 Help or press F1.
Green text indicates that there is further information you can access on that topic. Click the green word to access the associated help file.
3. To go back to the previously displayed information, click the back button .
4. To print the help file, select File - Print Topic or click the Print button .
5. To close the help window, select File - Exit or click the Close icon at the top right of the window .

 

How do I add a new service item number into Medtech?

To add a new service Item Number:

1. Select Setup - Accounting - Services.
2. Select Service - New, Ctrl+N or click the Add a new service icon .
3. Enter the new the code of the new service item number into the Code field (eg AF could be the code for Admin Fee).
4. Type the description of the service item number into the Description field.
5. Enter the fees for the service and click OK or press Enter.

If you click OK and receive the following error message - Cannot insert Service Row – ensure that the service item number you are trying to add has not been inactivated. This can be done by clicking the Filter icon and selecting the Include Inactive tick box. If the item number is displayed in the grid with a line through it, double click the item number, un-tick the Inactive tick box and click OK.

 

Is there any way I can practice using Medtech without jeopardising my own data?

To practice in Medtech without using main database:

We encourage you to utilise the Medtech32 training database. This is an ideal utility for familiarisation and training in Medtech32, allowing you to learn without jeopardising the integrity of you own patient data.

To access the training database, follow the steps below:

1. Double click the Medtech32 icon on the desktop.
2. Enter the code of SFE into the Staff Code field.

3. Enter SFE into the password field.

4. Ensure Training Database is selected from the Database dropdown list.
5. Click OK or press Enter.

 

How do I add a new Doctor staff member into Medtech?

To add a new Doctor staff member:

1. Select Setup - Staff - Members. The Staff window will be displayed.
2. Select Staff - New, Ctrl+N or click the Add a new staff member icon . The New Staff window will be displayed, defaulting to the Staff Details tab.
3. Complete the following fields in the Staff Details tab (other fields can be completed if necessary); Code (eg staff initials) and Internal Name. Also, select the Provider and Service Provider tick boxes at the top of the window.
4. Select the Access tab. If the new staff member is to use a password when they login, enter this password into the Login Password field.

Select the level of security the staff member is to have from the Access Rights tick boxes eg Front Desk, Recall / Screening, and Clinical.

5. If any windows are to be displayed automatically when the staff member logs on, select the tick box next to the window that is to be opened.

Select the Remember Screen Positions tick box.

6. Select the Provider tab. Complete the External Name and Qualifications fields.

In the Sequence field, enter in the number in which the doctor is to be displayed in the Appointment Book dropdown list.

Complete the Registration Number fields.

7. If the provider is to have their own logo, select the Logo tab and create the logo as required.
8. Select the Income tab. If the income is going to the new staff member, select the Self radio button and complete the new staff members banking details in the bottom of the window.

If the income this staff member generates is to go to the provider listed in the Patient Register select the Patient's Provider tick box. If the income this staff member generates is to go to another provider select the Nominated Provider radio button and then select the required provider from the Income Provider dropdown list.

9. Click OK.

Please note that the new staff member's tool bar will also need to be configured.

How do I add a new Reception/Front Desk staff member into Medtech?

To add a new Reception / Front Desk staff member:

1. Select Setup - Staff - Members. The Staff window will be displayed.
2. Select Staff - New, Ctrl+N or click the Add a new staff member icon . The New Staff window will be displayed, defaulting to the Staff Details tab.
3. Complete the following fields in the Staff Details tab (other fields can be completed if necessary); Code (eg staff initials) and Internal Name.
4. Select the Access tab. If the new staff member is to use a password when they login, enter this password into the Login Password field.
5. Select the level of security the staff member is to have from the Access Rights tick boxes eg Front Desk, Accounts, and Modify Invoices.
5. If any windows are to be displayed automatically when the staff member logs on, select the tick box next to the window that is to be opened.
6. Select the Remember Screen Positions tick box.
7. Click OK.

Please note that the new staff member's tool bar will also need to be configured.

When I try to finalise my ACC claims I get a message: "There is no account setup for SFE"

An ACC account has not been setup under this provider.  On the toolbar go to Setup -> Staff -> Members -> click on the provider then click on accounts tab. Highlight ACC -> click search and enter the relevant acc account.

Where do I enter in my new ACC45 numbers?

Staff Setup - If ACC45 numbers are usually entered in Staff setup, on the toolbar go to Setup -> Staff -> Members -> double click on the staff name -> Provider/ACC forms -> enter numbers in ACC45 details.

 

How do I configure my printers in Medtech?

To configure printers for Medtech:

1. Select File - Print Setup. The Printer Defaults window will be displayed.
2. Select the printers required for each function from the associated dropdown lists. eg To select your A4 printer click the dropdown arrow beside A4.

If necessary select the Force A5 tick box to force the system to print in A5 size if the printer does not provide a facility for A5 paper.

3. Click OK or press Enter.

How can I nominate a particular printer for a specific document?

To nominate a printer for a document:

1. Select File - Print Setup. The Printer Defaults window will be displayed.
2. Select the Document Defaults tab.
3. Using the dropdown lists next to the required documents, select the printers the documents should be sent to.
4. Click OK or press Enter.

 

The practice has a Cash Draw - How can I configure it to be used in conjunction with Medtech?

To configure a Cash Draw for Medtech:

1. Select File - Print Setup. The Printer Defaults window will be displayed.
2. Select the Ports tab.
3. Select the communications port for the Cash Draw from the Cash Draw dropdown list.
4. Click OK or press Enter.

 

How do I configure our Card Reader in Medtech?

To configure a Card Reader for Medtech:

1. Select File - Print Setup. The Printer Defaults window will be displayed.
2. Select the Ports tab.
3. Select the communications port for the Card Reader from the Card Reader dropdown list.
4. Click OK or press Enter.

Am I able to print documents so they are displayed on the screen prior to printing?

To view printed documents on screen prior to printing:

The majority of documents and reports selected to print can be sent to the Report Manager instead of printing them directly to the printer. The document can then be viewed on screen and checked prior to printing. When printing from the Report Manager there are options to select the number of copies required and the pages desired.

1. To send a document to the Report Manager, select Report Manager from the Print To / Printer dropdown list in the printer window when printing a document.
2. To open the Report Manager, select Report - Report Manager or click the Report Manager icon . Once open, a list of documents that have been sent to the Report Manager (by the logged on staff member) will be displayed.
3. To open a report, double click the left mouse button on the required document, press Ctrl+O or click the Review Report icon .
4. To print the report, click the Print button.
A pop-up window will be displayed allowing the printer, number of copies and desired pages to be selected. Once the details have been completed click OK.
5. If the document is no longer required to be listed in the Report Manager, highlight the document (by clicking on it), press the Delete key on the keyboard or click the Delete Report icon .

NOTE:
Each staff member can only view and print documents that they have generated and sent to the Report Manager under their own login.

 

Where do I enter in my new ACC45 numbers?

Location Setup - If ACC45 numbers are usually entered in the Locations setup, on the tool bar go to Setup -> Location -> Location Settings -> Form/ forms no tab -> enter new numbers.

Where do I enter my practice EDI in Medtech?

On the toolbar go to Setup -> Location -> Location Settings-> double click practice name -> Web forms -> enter in Healthlink details -> Healthlink Mailbox.

 

Where do I setup my quick outbox documents?

Setup -> Reference numbers -> documents tab -> click the drop down boxes and select the documents you want associated with the quick outbox numbers.