Audit, export, support, and claims

These sit under More. Reception does not see them. Security, the theme switch, refresh, and the tutorial are available to staff more broadly and are listed at the end.

Audit log

Open More → Audit log. Administrative events only. Clinical note content is not stored here. Filter by From, To, Actor, Action, and Sort.

Data export

Open More → Data export. Download practice export saves a JSON copy of the practice’s operational and clinical records.

Support access

Open More → Support access. Meditrac staff cannot open this practice’s records unless you grant access.

1. 1
   Read the support rules linked on the page.
2. 2
   Enter Why is access needed?
3. 3
   Choose a Duration: 4 hours, 24 hours, or 7 days.
4. 4
   Click Grant access.

Active grants can be revoked. Grants are logged. Do not send charts on WhatsApp.

Claims

Open More → Claims. Medical-aid claims are not available yet. The page says Coming soon.

Security, theme, and the tutorial

• Security is where you add or remove the authenticator. Doctors and admins are asked to use one. For reception it is optional.
• The theme control in the header switches light and dark appearance.
• The refresh control reloads patients and the diary.
• View tutorial on My profile replays the staff walkthrough.