Setting up the practice

Setup is three steps. The workspace opens only after Meditrac approves the practice.

Step 1 — Create your practice

1. 1
   Enter the Legal / practice name.
2. 2
   Optionally enter a Display name. Patients see this when they book. If you leave it blank, the legal name is used.
3. 3
   Enter the practice email and phone.
4. 4
   Tick I also practise here if you will see patients, write visits, and issue prescriptions.

   • Leave it unticked if you only administer the practice and a different doctor will do the clinical work.
5. 5
   Tick the Operator agreement. The practice is the responsible party for patient records. Meditrac processes those records on the practice’s instructions.
6. 6
   Click Continue.

Step 2 — Activate Meditrac

The base plan covers one doctor seat and one receptionist seat, plus the diary, visits, prescriptions, and the patient portal.

1. 1
   Click Continue to Paystack to pay by card, or Continue on 14-day trial to open the workspace first and add billing later.

Step 3 — Practice ready

When the practice is approved, click Open practice workspace, or Invite staff if you want to add reception first.

Trial and a locked workspace

• A Free Trial pill in the header opens Billing while the trial is running.
• If the trial ends or a payment fails, the workspace locks until billing is settled.
• Records stay saved. An admin can open Billing from that lock screen.