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Patient

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

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Doctor in scrubs talking to a patient across a desk during a consultation.

Finding a Patient

3

 

Accessing Patient Records

Use the Search feature to check if a patient already exists and avoid duplicate entries. Select criteria from the Search By drop-down (e.g., name, date of birth), enter details, and click the green Search button. Searches are not case-sensitive.

 

 

Adding a New Patient

If the patient is not found, follow the steps below to add them to your MidexPRO account.

 

 
Adding a New Patient

  • Go to Patients tab on the Navigation Bar.
  • Under Tasks (right side), click + New Patient.
  • Fill out the New Patient form.
  • Click Save Changes when finished.
  • The patient is now added and searchable. 

Labels

3

 To ensure proper alignment in MidexPRO, use official Avery or Dymo labels, as they are correctly configured. Other labels may misalign due to differing measurements. While slightly more expensive, the correct labels save time and money by reducing misprints. 


How to Set Up a Label

  • Go to Patients in the Navigation Bar.
  • Select the patient.
  • Under Tasks, click Print labels.
  • In Content, choose (New Custom Label).
  • Enter a label name.
  • Use Tags List to add required info.
  • Click Save. Your label is ready.

To update a label, click the edit button next to the name box. Add or remove the information to make your changes, then click Save.

Choosing How Many Labels You Wish To Print

  • Click “Dimensions” and select your label type (e.g., Avery – L7163)
  • Set the quantity using the drop-down boxes
  • Choose font, size, and colour
  • Tick boxes for Bold, Italic, or Underline if needed
  • Preview on the right, then click “Print”

 

If label dimensions are incorrect, adjust them in the Maintenance tab under “Wordprocessing” then “Label Types”. Select a label to view and edit specifications like Width and Vertical Pitch, especially if not using Avery or Dymo labels. Refer to the visual guide below to see how each dimension affects alignment.

 

 

Patient Alert

3
In MidexPRO, you can add a Patient Alert to notify Consultants or Secretaries of important details, such as outstanding balances, allergies, or email instructions. Alerts help prevent unpaid invoices, misdirected emails, and keep your team informed. Add alerts in the Clinical tab and toggle them on or off easily. They appear on the Patient’s details, Invoices, Documents, Appointments, and MXTASK tabs when accessed directly. 


How to add a Patient Alert

  • Go to the Patients tab
  • Search for the patient
  • Open the Clinical tab
  • Enter your message in Patient Alert – Message Text
  • Tick Alert Enabled
  • The alert will now display for all users viewing the patient

 


How to remove a Patient Alert

  • Go to the Patients tab
  • Search for the patient
  • Open the Clinical tab
  • Enter your message in Patient Alert – Message Text
  • Untick Alert Enabled
  • Removes the alert for all users viewing the patient

Invoicing

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.

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.

Estimates

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.

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.

Word Processing

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.

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.

Recalls

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.

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.

Prescriptions

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.

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.

De-Duplication

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.

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.