Not normally associated with MidexPRO, but for some Accounts using the term ‘housekeeping’ is probably the correct terminology.
Depending on how long you have been practising, Consultants may have had several secretaries work for them. Each has their own ways of working and would have used MidexPRO in a completely different way from previous staff members.
We always advise new clients to book training time with the Support team at MidexPRO to have a walk-through of the system. They will show new users the best way to use the system and signpost the relevant tools to help, should anyone need further support getting to grips with the system.
We have noted over the years that if training hasn’t been given to a new secretary, not all processes are handed down correctly. This can then lead to duplications being added to the system.
Duplication calls and emails are a regular occurrence to the Support team. There is a a de-duplication facility available to Users, which in part, can remedy this.
For example, in Prescriptions – how many times have you seen the same thing written in different ways?
- Tablet 50g
- Tab 50g
- 50g -Tablet
- 20g Tablet
- 20g – Tablet
- 20g Tab
When actually all that’s needed is:
- Tablet 50g
- Tablet 20g
If you run a report for the first example, you will need to add up all the variation of Tablet 50g and Tablet 20g rather than run one report that gives you an accurate amount of what has been prescribed in the second example.
Now, times that by as many other areas of the system where duplications have been input which need to be deleted, GPs, Service Items, Contacts etc.
All of which slow down the workflow and cause reports to be inaccurate or difficult to read.
So how can we help? Use the deduplication button found in ‘Maintenance’ click ‘De-duplication’ and then choose which area you wish to de-dupe – GPs, Patients, Drugs etc.
Choose which of the original item you wished to keep, and you’ll be offered the option to merge all duplicates into that ‘original’ item reducing the multiple versions of the same GP, Patient or Drug.
Declutter your desktop. Your desktop is the first thing you see when you turn on your computer in the morning. It can be demotivating to see and makes it harder for you to find a document.
Always remember that if you don’t save documents to the Cloud and only use your desktop, you risk losing them completely if your PC malfunctions.
Create folders for your Practice: Assign key folders to key projects or individuals to make tasks easier. You can also take advantage of the MitaskPRO feature available. This Task Management tool enables your team to collaborate with each other, set deadlines and share workloads. Linked to patient records as well, allows for you to add comments and upload documents for action.
Delete Downloads. If you no longer need them, purge them! Everything you download from the internet defaults into this file and can take up a lot of space on your hard drive. This might concern people to do, but if you work in data order – oldest ones first – you probably don’t need it anymore so you can decide if you do need the image or document before you hit the delete button.
If you have old Accounts or Patients still listed on your Account and you no longer need to keep that information (check the legal aspect first) then you could also free up space and speed up searches if you Purge old data from MidexPRO.
The Purge document can be found in the ‘legal’ section on the Navigation bar in MidexPRO.
De-duplication Declutter and Deleting can all help to speed up your PC, increase workflow and streamline tasks.
Support is on hand if you need to discuss any of the housekeeping topics above. Call 0330 999 3399 or email email@example.com and we will be happy to help.