Skip to content
Meditrac practice management software logo Meditrac

Clinical

Doctors

Written for the doctor who runs the practice. Where a step is limited to admins, or to any doctor, that is called out. A doctor who is not an admin can see patients and write clinical records, but cannot invite staff, change billing, or save practice settings.

  1. 01 Creating an account Create a practice account, confirm the email, and sign in. Password reset uses the same message either way. Doctor · Admin · 1 min
  2. 02 Setting up the practice Name the practice, choose a trial or Paystack, and open the workspace after Meditrac approves you. Admin · 2 min
  3. 03 Setting up MFA Add Google Authenticator, confirm the 6-digit code, and remove a factor if you need to. Doctor · Admin · 1 min
  4. 04 Your doctor profile The name, registration number, booking switch, and signature patients and pharmacies see. Doctor · 2 min
  5. 05 Adding users Invite a doctor, receptionist, or admin, and free a seat by revoking or removing someone. Admin · 1 min
  6. 06 Practice settings Name, address, booking rules, logo, prescription look, and which visit measurements to show. Admin · 2 min
  7. 07 Schedules and visit types Weekly hours, a one-off date, and the visit types staff and patients pick when they book. Doctor · Admin · 2 min
  8. 08 Adding a patient Create a chart with an ID or passport so the person can find this practice from the portal. Doctor · Reception · Admin · 1 min
  9. 09 Searching for a patient Search by name, patient number, or phone, or open someone from Recent patients. Doctor · Reception · Admin · 1 min
  10. 10 The patient chart Overview, the visit, amendments, stock handed out in the room, demographics, and archive. Doctor · 3 min
  11. 11 Prescriptions Add medication, sign and issue, download the PDF, or void and reissue. Doctor · 2 min
  12. 12 Inventory Receive a delivery, correct a count, and see what needs ordering. Issuing to a patient happens on the visit. Doctor · 1 min
  13. 13 Appointments The diary, the list, booking a time, check-in, and cancellation. Doctor · Reception · 2 min
  14. 14 Link requests Compare a portal account with the patient file, then approve or reject the connection. Doctor · Reception · Admin · 1 min
  15. 15 Billing The base plan, extra seats, Paystack checkouts, and what to do if the workspace locks. Admin · 1 min
  16. 16 Audit, export, support, and claims The admin tools around the clinical record: audit log, data export, support access, and claims. Admin · 1 min