User guide
How to use Meditrac
The workspace for a medical practice, and the portal patients use to book and read what the practice has shared. Pick who you are, or search for the job in front of you.
Who are you?
I run the practice
Create a practice account, name the practice, and open the workspace.
I was invited
Open the email, sign in with that address, and start at the front desk.
I am a patient
Create a portal account, confirm your ID, and connect your practice.
Browse by topic
Accounts
Start here
The three kinds of account, and how to move around on a computer or a phone.
2 articles
Clinical
Doctors
Create the practice, see patients, write the visit, and issue a prescription.
16 articles
Front desk
Reception
Join from an invite, find patients, book, and check people in.
6 articles
Portal
Patients
Connect your practice, book a visit, and read shared summaries and scripts.
10 articles
Lookup
Quick reference
A short list of common jobs and where to do them.
1 articles
Common tasks
- Create the practice Create account → Practice → practice name → trial or Paystack
- Add an authenticator More → Security
- Set my name, HPCSA number, and signature My profile
- Invite reception or another doctor More → Staff
- Set hours and visit types More → Schedule
- Add or find a patient Patients, or Search patients in the header
- Write a consult Patient chart → Start visit → Finalise visit
- Issue a script Chart → New prescription, or visit → Give prescription → Sign and issue
- Receive stock More → Inventory → Receive a delivery
- Hand out stock in the room Open visit → Medication issued
- Book a patient Book
- Check a patient in Appointments → actions → Check in
- Approve a portal connection Bell → Approve
- Pay or add a seat More → Billing
- Connect my practice as a patient You → Family and practices → Connect
- Book as a patient Book → Confirm appointment
A short staff walkthrough is also in the app: My profile → View tutorial. If the approval screen shows a support address, use that. Otherwise write to team@meditrac.co.za .