Invoices and Expenses

Features

This section of the User Guide will cover some of the more common settings and options in the Patient section of your MidexPRO system.

MXPAY

3

If you’d like to learn how your practice can take card payments through MidexPRO, call 0330 999 3399 or email support@midexpro.com.

Setting Up

Contact the Support Team to request MXPAY. They will email you the details needed to create an Account. Once you have all the details, we can arrange a call to set up MXPAY. After the call, you will be ready to take Payments through MidexPRO.

How to Take Payments with MXPAY

Open the Invoice you want to take payment for.
Go to Charges & payments and select £ Add patient payment.
Choose the card type from the Method dropdown.
Select MXPAY.
Enter the card number, expiry date, CVC, and postcode.
Click Pay.
The invoice will update to show the payment.

Failed Payments

If a payment fails, restart the process from step 3. Common issues when taking payments are listed below.

If you see “Your payment has failed”, please check that the card number, expiry date, and CVC are entered correctly, as errors can prevent processing.

Card payments cannot be amended once submitted.

Refunds

To issue a refund, log in to your Card Provider Account and process the refund using the payment reference shown on the patient’s invoice. Refunds typically take 5–10 business days. Any refund-related questions should be directed to your Card Provider.

You shouldn’t experience any disruption to MXPAY, but if you need help, the information below may assist.

The MidexPRO Support Team can help with any MXPAY training or system-related queries. Contact us on 0330 999 3399 or support@midexpro.com.

When calling, please quote your MXP reference number and Username.

Payment Links

3

Payment Links work exclusively with MXPAY and generate a unique link using information from MidexPRO. This link allows Patients and Account Holders to pay invoices online 24/7, 365 days a year.

You can include the Payment Link in invoice templates or send it by email or SMS.

To locate your Payment Link, follow one of the processes below.

How to Find your Payment Link – Invoice tab

Open the Invoices tab from the Navigation Bar.
Under Tasks, select Payment Link (Click to copy to clipboard).
Your Payment Link is now copied and ready to paste.

Alternatively, you can access a payment link using the steps below.

How to Find your Payment Link – Maintenance tab

Open the Maintenance tab from the Navigation Bar.
Under Diary, select MXPORTAL setup.
On the right, locate Online Payments to view your Payment Link.
Click the page icon next to the link to copy it to your clipboard.

How to Add Your Payment Link to an Invoice Template

Open the Maintenance tab from the Navigation Bar.
Select Document templates under Wordprocessing.
In Proforma, filter by Invoices to view available templates.
Click Edit on the template you want to update.
Paste your Payment Link into the template.
Click Save to apply the changes.

For guidance on creating an SMS Message Template, see the SMS section of the User Guide. For creating an Email Message Library Template, refer to the Email Message Library section.

How to Find an Invoice Using Payment Links

Below are common errors Patients may encounter when using Payment Links:

Invoice Number – Must include the full invoice number with the prefix, and no leading or trailing spaces.
Email Address – Must match the address in Email 1 (Default) and contain only the email address, with no extra text.
Date of Birth – Must be entered in the correct format: DD/MM/YYYY, including slashes.

eBilling (Healthcode)

3

To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.

Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.

How to Set Up a Label

1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use

If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Xero

3

To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.

Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.

How to Set Up a Label

1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use

If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Healthcode eBilling

3

MidexPRO’s eBilling feature allows Patient Insurance claims to be submitted online via Healthcode, which forwards them directly to Insurers.

Before using eBilling, you must set up an HC Veda account with Healthcode by clicking here and requesting activation of the feature from MidexPRO. Healthcode will then email you your Site ID, Web Services ID, and Password/API Key.

Healthcode charges for this service; any billing queries should be directed to hc@healthcode.co.uk.

Once you have your details, follow the steps below to add them to your MidexPRO account.

How to Link a HC Veda Account

Go to Maintenance in the navigation bar.
Select Integrations under Practice Settings.
Click Electronic Billing.
Enter your Site ID and Web Services ID.
Enter the API Key provided by Healthcode.
Set Billing For and Default Setting
Then click Save Settings.

Each insurer in your practice must have an insurer code (provided by the insurer or clearinghouse). When you select an insurer on an invoice, the correct code is automatically included in the electronic claim.

To see ‘How to Set Up Insurers’, please go to the Set Up section and select Insurers.

Below is the list of insurer codes currently supported by MidexPRO:

Insurer	Insurer code
Aetna	AGB
Alliance Health Corporate	AHC
Alliance Health Group Corporate	AHC
Allianz	AWC
Allianz Worldwide	AWC
Aviva	NUH
AXA	PPP
Bupa	BUP
Bupa Global/Inter	BUI
Cigna International (needs to be lowercase)	cin
Freedom Healthcare	PPP
Healix Health	HHS
PMI	PMI
Preferred Health Care	PRE
Simplyhealth	PPP
The Exeter	EFS
Vitality Health	SLH
Vitality Health Legacy	SLH
WPA	WPA

After setting up the Insurer, you will now need to create the Service Items.

How to Add Service Items

Go to Maintenance in the navigation bar.
Select Integrations under Practice Settings.
Click Electronic Billing.
Enter your Site ID and Web Services ID.
Enter the API Key provided by Healthcode.
Set Billing For and Default Setting
Then click Save Settings.

The Provider is the person carrying out the service in that Practice.

How to Add a Provider

Go to Maintenance in the navigation bar.
Select Providers under Billing Settings.
Click + Add a new provider.
Enter the provider’s details (e.g., name, GMC number).
Enter the GMC number with a leading zero (e.g., 01234567).
Choose the provider’s speciality from the Type dropdown.
Click Save & Close.

Providers need to specify the locations where procedures/services are performed, and this information can be obtained through Healthcode.

How to Add a Provider

Go to Maintenance in the navigation bar.
Click Locations under Billing Settings.
Select + Add a new location.
Enter the location Name.
Enter the Location Code if applicable.
Click Save & Close.

Fixing Errors

When eBilling, errors may occur that prevent an invoice from being sent to Healthcode. If this happens, an error message will explain how to resolve it.

You can also view our full list of Healthcode error codes and fixes by clicking below or following the steps provided.

Click Here To Obtain eBilling Help Guide

How to Order a Prescription

Open the Invoice with the eBilling error.
Click eBilling at the top of the invoice.
Select Submission Status.
Click Help at the bottom of the eBilling window.
The eBilling Help Guide will open with solutions for the errors on your invoice.

eBilling Failures

To view invoices that failed to send to Healthcode, go to the Invoices tab and check eBilling Failures on the right, under the Aged Debtors chart.

Click an invoice to open it and resubmit once the errors are resolved.

CloudRx

3

CloudRx is a digital prescription service that lets prescribers create and send electronic prescriptions directly from CloudRx’s pharmacy for delivery to the Patient.

Key benefits:

Fully integrated with MidexPRO
No extra cost to prescribers
Patients receive secure email/text payment links
Medicines are dispatched once payment is made
Refrigerated transport available
Trackable delivery via DPD and Royal Mail
Licensed to dispense Controlled Drugs
Supports repeat prescriptions

Before ordering prescriptions, please note:

Create a generic service item called “Prescription” to add to invoices.

Patient details must include:

Name
Email
Telephone Number
Address
Date of Birth

Please note that Notes don’t pull through to CloudRx for Patients to see on the Prescription. Please use the drug directions if Patients need to see the notes.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

How to Order a Prescription

Open the Patient you want to create a prescription for.
Click the Prescriptions tab at the top.
Select Add a new CloudRx prescription.
Enter the required details (e.g., repeat prescription info).
Click + Add drug to add a medication.
Add any specific directions if needed.
Click Send to CloudRx.
CloudRx will contact the Patient for payment, and delivery will be the next day if paid before 16:00.

MXTASK

3

To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.

Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.

How to Set Up a Label

1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use

If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

MXDICTATE

3

MXDICTATE is a MidexPRO service that lets you dictate via a mobile app. Your recordings are transcribed and automatically added to your Patient’s documents using your chosen template.

To get started with MXDICTATE, contact our Support Team on 0330 999 3399 or support@midexpro.com.

You can also download our quick-start guide below for full instructions.

DISCLAIMER

MXDICTATE is powered by WeType, an independent third‑party provider. MidexPRO accepts no responsibility or liability for any claims, damages, losses, costs, or expenses arising from your use of, inability to use, or reliance on this service or any related information, even if Avebury Computing Ltd (MidexPRO has been advised of the potential for such damages.

If the patient isn’t in your Practice, the document may be assigned to Anonymous Patient. The steps below explain how to move it.

How To Transfer A File From Anonymous

On the Dashboard, select Review Documents.
Click View all Approved & Reviewed Documents.
Find documents listed under Anonymous Patient and click View.
In the Patient record, click the Eye icon to view the document and confirm the correct patient.
Use the dropdown menu to Download original.
Go to the correct Patient and open the Documents tab.
In Upload your files here, select the document(s) to upload.
Update the Name and Type if needed.
Click Import all documents.

MXMAIL

3

MXMAIL is included free with MidexPRO, allowing users to send encrypted emails directly from the system without external encryption software.

How It Works

MidexPRO lets you send encrypted emails using your own email address, so any replies are delivered directly to your inbox. This means you only need to log in to one place to manage your emails.

You have the following fields:

Send From – Select the email address you want to send from
Send To – Enter the recipient(s). This will default to the Patient’s email address, but you can change it to the Patient’s GP or any Contact on your account using the address book
Subject – Enter the email subject
Un/encrypted Message Library – Choose from email templates you’ve created in the Email Message Library under Maintenance
Body (not encrypted) – The main email content the recipient will see. Ensure the [Link] tag is included to insert the encrypted attachment link
Encrypted Message – Enter any text you want to send securely, separate from attachments
Signature – Automatically pulled from your email settings in Email Accounts under Maintenance

For Security and Compliance Reasons, we strongly advise against using Personal Email Accounts for work-related communication, as they operate outside a managed environment and present increased data security risks.

If you have any questions or need further information, please do contact us.

Heidi

3

Heidi is an AI clinical dictation service that lets you create Patient notes and letters directly in MidexPRO, reducing daily admin tasks.

To use Heidi in MidexPRO, your Practice will need the Heidi Practice plan under the Teams and Enterprise to link this with your Practice, as per Heidi’s instructions.

Key benefits:

Dictate directly into MidexPRO
Unlimited dictation
Reduces admin so you can focus on Patients
AI generates the document immediately after you finish dictating
Choose the level of complexity for your text

To enable Heidi, contact our Support Team on 0330 999 3399 or support@midexpro.com.

How to Link Heidi

Open the Maintenance tab in the Navigation Bar.
Select Integrations under Practice Settings.
Click the Heidi tile.
If you need a Heidi account, click the link to register.
Otherwise, tick Enable Heidi for Practice.
Click Save Changes.

To start a Dictation for a Patient, please click the Open Heidi button at the Patient’s Details screen, or on an Appointment for a Patient in their record or from the diary.

How to Start a Dictation

Select the Patient you want to use Heidi with.
Click Open Heidi (you’ll be asked to log in if it’s your first time).
The Heidi widget will open.
Click Start visit to begin dictation.
When finished, click the timer and select End session.
Use Context to add extra details.
Use the Transcript to review your dictation.
Use the Pt Letter to choose a template.
Use Goldilocks to set the document detail level.
Click Push Note to create the document on the Patient.
Click the power icon to close Heidi.

To review the document, please click on the Documents tab to see the latest Dictation.

You will be able to make changes to the document by clicking the pencil icon to edit the letter.

Heidi has an Online User Guide to walk you through the Heidi features within the platform

To contact the Heidi Team, please use support@heidihealth.com and are contactable 24/7

Voodoo SMS

3

Please note: SMS texting is an optional feature in MidexPRO.

You can trial SMS for free by contacting our Support Team on 0330 999 3399 or support@midexpro.com, who will help set this up.

SMS messages can be sent automatically to Patients as appointment reminders, helping to reduce missed appointments. Messages can also be sent manually by clicking the text message icon next to a Patient’s mobile number. SMS is outbound only and cannot receive replies.

If you want to use SMS in multiple Practices, this setup must be completed for each one. You may reuse the same details or create separate Voodoo accounts. Credits are charged separately per account. Contact us if you need guidance.

Before sending SMS messages, you must set up an account with Voodoo, where all message credits are purchased directly.

How to Link Your Voodoo SMS Account

Go to Maintenance on the navigation bar.
Select Integrations under Practice Settings.
Click SMS Setup, then select here to create an account.
Complete the two registration pages to create your Voodoo account.
In the Voodoo Dashboard, click Verify Your Account.
Enter the 4‑digit code sent to your mobile number (this is not the sender number).
In the dashboard, go to API Management → RESTful API.
Click Create New API Key and enter MidexPRO as the name/reference.
Click Create and copy the API key.
Confirm you have copied the key and return to MidexPRO.
Paste the key into the Account Key field.
Enter a Sender Name (up to 11 characters).
Click Save Settings to link your Voodoo account.

You can now send individual SMS messages from MidexPRO.

To automate SMS reminders for appointments and recalls, create an SMS message
library by linking appointment types to pre-set messages.

How to Link Your Voodoo SMS Account

Go to Maintenance on the navigation bar.
Select Integrations under Practice Settings.
Click + Add Message.
Enter a message name and Content
(use tags to auto‑populate details if needed).
Set the first and second Message periods.
Click Save & Close.

Once created, SMS messages can be linked to Appointment Types in the Diaries section.

For account queries such as credit top‑ups or message delivery, contact Voodoo directly using their Support link.

SMS Pricing Structure

Message credits are charged independently by Voodoo. Pricing is set by the third‑party provider and is outside MidexPRO’s control. Each SMS uses 1 credit per 160 characters.

Current credit prices can be viewed here.

TDL

3

Within MidexPRO, you can send test requests directly to TDL. Once a sample is collected by TDL or at a TDL Test Centre, results are automatically imported into the patient’s “Tests” tab for review.

Key benefits

Request and view tests in one system
Order tests directly from the patient record
Results automatically added to patient records
Track requested tests easily

To set up TDL, you will need to contact The Doctors Laboratory on 0207 307 7373 to register.

During registration, please request that electronic results be sent directly into MidexPRO to ensure the feature is working correctly.

To enable this feature in MidexPRO, TDL will give you a unique “Lab Request Code”.

How to Add Your Lab Request Code

Go to Maintenance on the navigation bar
Select Providers under Billing Settings
Open the relevant Provider
Enter the TDL code in Lab Req Code
Click Save & Close

If you do not have a provider or need to add a new one, please follow the process below.

How to Add a New Provider

Go to Maintenance on the navigation bar
Select Providers under Billing Settings
Click + Add a New Provider (top right)
Enter the required details, including the TDL code in Lab Req Code
Click Save & Close

When adding Tests to MidexPRO, please make sure to get in touch with TDL to obtain the necessary “Test Code”. Then, enter that code into MidexPRO.

How to Add a Test

Go to Maintenance on the navigation bar
Select TDL Tests under Clinical
Click + Add a New Test at the top right of the screen.
Enter the test Name and Code
To add to favourites, you can tick the box
Click Save & Close

How to Order a Test

Select the Patient you want to request a Test for.
Click the Test tab along the top
Click Order a TDL Test
Select the required test(s).
Enter the Sample Date
Choose the Requestor
Add any comments
Indicate whether the patient is fasting or paying the fee.
Click Send Order and Print Request Form.
Results will be added to the patient’s record once the tests are complete

Once the results have been received back in MidexPRO, please follow the steps below to view the Test Results.

How to Order a Test

Select the Patient you want to view the Test Results for
Click the Test tab along the top
Click the Test Request you want to review.
A copy of the results can also be found in the patient’s Documents tab

Please Note: TDL allows a maximum of 10 tests per request. Any additional tests won’t appear on the request form.

Nationwide Pathology

3

Doctify is a healthcare review platform that helps providers collect and publish Patient feedback at scale.

MidexPRO has partnered with Doctify, enabling Consultants and Clinicians to request reviews directly from Patients.

Key Benefits

Send review requests via SMS or email.
Add review links to templates for faster communication.
Build your reputation with verified patient feedback.

How to Add Your Doctify Link to MidexPRO

Go to Maintenance on the navigation bar
Click on Integrations
Select Doctify.
Enter your Doctify link in the Doctify URL field.
Click Save Changes.

How to Add Your Doctify Link to MidexPRO

Go to Maintenance on the navigation bar
Click on Integrations
Select SMS Setup.
Click + Add Message.
Select View List of Tags and find [DoctifyURL].
Enter the Name and Message Period.
Create your message and insert the [DoctifyURL] tag.
Click Save & Close. The SMS template is now ready to use.

If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

One Welbeck

3

To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.

Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.

How to Set Up a Label

1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use

If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Whereby

3

Whereby is a free video platform that lets you communicate with patients directly within MidexPRO.

Key benefits

Free room creation
Video calls launched from MidexPRO
One permanent link
Link can be added to emails, SMS, and document templates

To create a Whereby room, click here and follow the sign‑up steps. This creates a private, GDPR‑compliant room, and your link can then be added to MidexPRO for video calls.

You can set this up yourself or contact Support for help linking the room.

How to Add Your Whereby

Go to Maintenance on the navigation bar.
Select Integrations under Practice Settings.
Select Whereby.com.
Paste your Whereby room URL into the Whereby URL.
Click Save Changes to link the room.

To start a video call, open the Patient page and click the camera icon next to their email to launch your private room.

Send the link to the patient in advance by adding the [AppointmentWhereByURL] tag to your email or SMS templates.

As the room owner, you can lock the Whereby room and admit participants only when you’re ready to start the call.

We recommend using Whereby only with UK and European patients and UK‑based consultants, as GDPR or HIPAA coverage may not apply if participants join from outside the UK or Europe.

Disclaimer

You own the Whereby room link, as it is registered directly with Whereby, and you may share it with patients or contacts via MidexPRO. You are responsible for maintaining GDPR compliance.

Meetings can be recorded, but recordings are not saved in MidexPRO. If you record a session, you must obtain consent and store the recording securely on your own device. MidexPRO is not responsible for any saved data or loss of recordings.

MailChimp

3

Mailchimp lets you create professional email marketing or newsletter campaigns to keep patients updated about your clinic.

Key benefits:

Connect your Mailchimp account to your MidexPRO database
Quickly import patients from MidexPRO
Create polished email campaigns
Track campaign performance

Linking Mailchimp with MidexPRO

If you don’t have a Mailchimp account, create one first. Click here.

Once it’s set up, contact the MidexPRO Support Team to arrange a call to link your Mailchimp account with MidexPRO.

We recommend that, before sending any Mailchimp emails/campaigns, you read the GDPR rules and regulations to ensure you are compliant when sending to your client base.

https://mailchimp.com/help/about-the-general-data-protection-regulation/

MidexPRO is not responsible for any complaints arising from messages sent to clients who have unsubscribed.

MXSTOCK

3

MidexPRO includes a built-in stock management system that lets you track stock levels and orders in one place. Stock levels automatically update as items are used, ensuring accurate records.

This section explains how to add items, monitor stock, and manage orders in MidexPRO.

How to Add a Drug as a Stock Item

Go to the Maintenance tab on the navigation bar
Select Drugs under the Clinical heading
If adding an existing drug as stock, skip to step 6
Click + Add a new drug at the top right
Enter the drug details (e.g. Name, Size, Price)
Tick Stock Item to classify the drug as a stock item for the practice

How to Add a Service Item as a Stock Item

Go to the Maintenance tab on the navigation bar
Select Service Items under Billing Settings
If adding an existing service item as stock, skip to step 6
Click + Add a new service item at the top right
Enter the service item details (e.g. Name, Charges)
Tick Stock Item to classify the service item as a stock item for the practice

How to Order & Manage Stock Levels

Go to the Stock Management tab on the navigation bar
Click Order Stock to open the ordering screen
Enter the quantity ordered
Click Add Order to confirm or X Abort Order to cancel

Go to the Stock Management tab on the navigation bar
Select the stock item you want to manage
Update stock details, including price and stock level

How to Log an Order that has been Received

Go to the Stock Management tab on the navigation bar
Select the received order under Recent Orders
Enter the quantities received in the Received column
Click Update Order to leave it open or Complete Order to finish

Doctify

3

Doctify is a healthcare review platform that helps providers collect and publish Patient feedback at scale.

MidexPRO has partnered with Doctify, enabling Consultants and Clinicians to request reviews directly from Patients.

Key Benefits

Send review requests via SMS or email.
Add review links to templates for faster communication.
Build your reputation with verified patient feedback.

How to Add Your Doctify Link to MidexPRO

Go to Maintenance on the navigation bar
Click on Integrations under Practice Settings
Select Doctify
Enter your Doctify link in the Doctify URL field.
Click Save Changes

How To Add Your Doctify Link To An SMS Template

Go to Maintenance on the navigation bar
Click on Integrations under Practice Settings
Select SMS Setup
Click + Add Message
Select View List of Tags and find [DoctifyURL]
Enter the Name and Message Period
Create your message and insert the [DoctifyURL] tag
Click Save & Close

How To Add Your Doctify Link To Templates

Go to the Maintenance tab on the navigation bar
Select Document templates under Wordprocessing
Click Letters to view the correct templates
Click View list of Tags and find [DoctifyURL]
Select your template and click Edit
Insert the [DoctifyURL] tag where you want the link
Click Save & Close to update the template

How To Add Your Doctify Link To An Email Template

Go to Maintenance on the navigation bar
Click on Email message library under Customer Communication
Click + Add a new predefined email
Select View List of Tags and find [DoctifyURL]
Enter the Name and Subject
Create your message and insert the [DoctifyURL] tag
Click Save & Close

Updating Password

3

To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.

Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.

How to Set Up a Label

1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use

If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

0330 999 3399

Support@midexpro.com

Invoices and Expenses

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Features

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MXPAY

Payment Links

eBilling (Healthcode)

Xero

Healthcode eBilling

CloudRx

MXTASK

MXDICTATE

MXMAIL

Heidi

Voodoo SMS

TDL

Nationwide Pathology

One Welbeck

Whereby

MailChimp

MXSTOCK

Doctify

Updating Password

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