Everyone 1 min read
Task index
Common jobs in Meditrac, the screen they live on, and the article that walks through them.
Use this when you know the job and want the screen. Open the task name for the full steps.
| I want to… | Where |
|---|---|
| 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 |