Medical secretaries often have to manage several moving parts at once: consultant diaries, patient enquiries, invoices, documents, appointment reminders and follow-up tasks. When those workflows sit across separate systems, private practice admin can quickly become harder to manage.
MidexPRO is a cloud-based private practice management software that helps medical secretaries manage day-to-day admin from one system. It brings together appointments, patient records, documents, billing, reporting, tasks and communication, helping secretaries and admin teams work more efficiently.
Whether you support one consultant, several clinicians, a private clinic, a hospital group or multiple specialities, MidexPRO gives you the tools to manage key practice tasks in one place.
Already using another system? Moving to MidexPRO is designed to be quick and simple, with full support available to help with the transfer of your data.
Medical secretary software built around private practice admin
Private practice admin can quickly become complicated when information is spread across diaries, spreadsheets, emails, invoices, documents and separate systems. This can make it harder to keep track of patient enquiries, consultant availability, payments, documents and follow-up tasks.
MidexPRO helps medical secretaries manage the core areas of private practice administration, including:
- Diary and appointment management
- SMS reminders and patient communication
- Patient records, documents and medical history
- Billing, invoicing and eBilling
- Online booking and patient payments
- Word processing and document storage
- Reporting and practice administration
- Task management through MXTASK
- Role-based access for secretaries and admin users
- Xero integration (one-way) and other useful practice features
By bringing these tools together, MidexPRO helps reduce duplicated admin and gives secretaries a clearer view of the practice.
What makes MidexPRO suitable for medical secretaries?
Medical secretaries need software that is practical, reliable and easy to use. MidexPRO is designed to support the daily admin tasks that sit around private patient care.
| Medical secretary need | How MidexPRO can help |
| Managing busy diaries | Diary tools help secretaries manage appointments, availability and bookings |
| Reducing missed appointments | SMS reminders help practices keep patients informed |
| Supporting several consultants | MidexPRO can support multiple users, practices and specialities |
| Keeping records organised | Patient records, documents and medical history can be managed in one system |
| Managing billing admin | Invoicing, eBilling and payment tracking help support financial workflows |
| Improving patient convenience | MXPORTAL supports online booking, payments, invoice access and prescription refill requests |
| Staying on top of tasks | MXTASK helps secretaries and managers organise practice tasks |
| Managing access | Role-based permissions help users access the areas they need |
| Switching systems | We provide support with data migration, training and account set-up |
Manage diaries, appointments and reminders
Diary management is one of the most important parts of a medical secretary’s role. Appointments need to be booked accurately, consultants need visibility over their schedules, and patients need clear communication about where they need to be and when.
MidexPRO includes diary and appointment tools to help medical secretaries manage bookings more efficiently. SMS reminders can also be used to help reduce missed appointments and improve communication with patients.
For secretaries managing more than one consultant, a connected diary system can make it easier to organise availability, respond to patient enquiries and keep the practice running smoothly.
Support consultants, clinics and multiple specialities
Many medical secretaries support more than one consultant or work across different specialities. This can involve managing different appointment types, billing arrangements, document templates, patient enquiries and consultant preferences.
MidexPRO is suitable for multiple medical specialities and can support mixed specialities on the same system. This can be particularly useful for secretaries working with consultants across different areas of private healthcare.
The system can also support individual practices, consultant groups, private clinics, private hospitals and medical secretarial services.
Keep patient records and documents organised
Medical secretaries often need quick access to patient details, correspondence, documents and appointment history. When this information is stored across different files or systems, everyday admin can become slower and more difficult to manage.
MidexPRO helps practices keep patient information, documents and medical history organised within the system. This can help secretaries find the information they need more easily and support a more consistent patient journey.
Document storage and word processing features can also help with correspondence, letters and practice administration.
Manage tasks with MXTASK
For busy medical secretaries and practice managers, task management can be just as important as diary management. There may be patient follow-ups, billing actions, document requests, consultant tasks or internal admin that needs to be completed at the right time.
MXTASK is the task management function within MidexPRO. It helps secretaries and managers organise work, keep track of outstanding tasks and support a more structured approach to day-to-day practice admin.
This can be especially useful for practices where several people are involved in managing patients, documents, invoices and consultant support.
Support billing, invoicing and eBilling
Billing is a major part of private practice administration. Medical secretaries may need to raise invoices, manage payments, support insurer billing, follow up outstanding balances and keep financial information accurate.
MidexPRO includes billing and invoicing functionality to help practices manage these workflows. The system also supports eBilling and works with Healthcode (one-way), helping practices submit insurer invoices more efficiently.
Xero integration (one-way) can also help practices connect billing and accounting workflows, reducing the need to manually move information between different systems.
For medical secretaries, this can make billing admin easier to manage and help create a clearer link between appointments, patient records and invoices.
Support online booking, payments and patient access
Modern private patients expect simple, convenient ways to interact with a practice. MidexPRO’s Patient Portal, MXPORTAL, allows patients to book and pay for appointments online, helping practices offer a smoother digital experience.
The Patient Portal also allows patients to access medical records, view clinical documents, check invoices and request prescription refills.
For medical secretaries, this can help reduce routine admin by giving patients easier access to the information and services they need.
Online payments are supported through MXPAY, helping practices offer a more straightforward payment process for patients.
Role-based access for secretaries and admin teams
Different users may need access to different parts of a private practice management system. A consultant may need access to clinical records, while a secretary may need access to diaries, invoices, documents or admin tools.
MidexPRO supports role-based access, allowing permissions to be set for different users from the start. This can help secretaries and admin teams access the areas they need while supporting appropriate control across the practice.
For practices with multiple users, this can help create a more organised and secure way to manage day-to-day work.
Designed for UK private practice
MidexPRO has been supporting the medical community since 1994 and has been entirely cloud-based since 2015. It is designed for private practice management, making it suitable for medical secretaries, consultants, GPs, private clinics, hospital groups, medico-legal users and other healthcare professionals.
MidexPRO is also fully mobile optimised, allowing authorised users to access the system online from a web-enabled device. This can be useful for secretaries and admin teams who need flexible access across different working arrangements.
For medical secretaries, this means the system has been built around the practical needs of private healthcare admin, including diary management, billing, patient communication, records, documents, reporting and practice support.
Switching to MidexPRO from another system
Changing practice management software can feel like a significant decision, especially when your patient data, diary, billing information and practice workflows are already held in another system. We aim to make the move to MidexPRO as straightforward as possible.
Our Migration Team can help with the data migration process, including liaising with your current provider about data formats so you do not have to manage the technical details yourself. Importing data into a new MidexPRO account is provided free of charge.
Once your data has been migrated, we can help you or your secretary set up the rest of your MidexPRO practice, including areas such as letter templates, diary and eBilling. Your team can also be set up with individual logins and role-based permissions, helping ensure users only access the areas they need.
We can also arrange training before you start using the system, either on a one-to-one basis or in a group session.
For medical secretaries who are concerned about switching systems, this support can make the move feel more manageable. Whether your current software feels outdated, disconnected or no longer suitable for the way your practice works, MidexPRO can help you explore a smoother route to a new private practice management system.
UK-based support for medical secretaries
Good support is important when your software is central to the running of a private practice. MidexPRO provides UK-based support to help users get the most from the system.
Our friendly Support Team can answer questions, help with set-up and support you through your free 30-day trial. Support is available by telephone, email or chat facility, helping secretaries and admin teams get assistance when they need it.
This can be especially useful for medical secretaries who are responsible for keeping the practice running day to day.
Our customer support has consistently been recognised as industry-leading. In June 2025, we were proud to be voted “Best Customer Support” for the 5th time in a row at the Capterra Awards.
Trusted private practice management software
MidexPRO is used by healthcare professionals across private practice and has been recognised by Capterra for Best Value, Best Ease of Use, Best Customer Support and Most Recommended PPM Software.
The system includes a wide range of features for managing private practice workflows, from diary and SMS reminders to eBilling, Patient Portal, prescriptions, reporting, task management and Xero integration (one-way).
For practices looking at security and compliance, MidexPRO provides information about cloud-based security, Cyber Essentials and NHS DSP Toolkit registration. The system also includes individual account access, optional two-factor account access, administration locks, email encryption and cloud storage with real-time backup.
Try MidexPRO free for 30 days
The best way to understand whether MidexPRO is right for you and your practice is to try the full system.
We offer a free 30-day trial, with access to our Support Team and a walkthrough of the system’s features. This gives medical secretaries, consultants and practice teams the opportunity to explore how MidexPRO could support appointments, patient records, billing, documents, online booking and day-to-day practice management before committing.
Even if you are simply exploring alternative software providers, the trial gives you a clearer view of how MidexPRO could work for your practice.
To ask questions or arrange your free trial, contact the Support Team today.
FAQs
What should medical secretaries look for in practice management software?
Medical secretaries should look for software that supports the main admin tasks involved in running a private practice. This may include diary management, patient records, billing, invoicing, eBilling, documents, reminders, reporting, task management and role-based access.
Can medical secretary software help manage multiple consultants?
Yes. Practice management software can help medical secretaries manage diaries, appointments, documents, billing and patient communication for more than one consultant. This can be especially useful for secretaries working across several clinicians, practices or specialities.
How can medical secretaries reduce private practice admin?
Medical secretaries can reduce admin by using one connected system for appointments, patient details, documents, billing and communication. This can reduce duplicated work, make information easier to find and help the practice manage follow-ups more consistently.
Is cloud-based software useful for medical secretaries?
Cloud-based software can be useful for medical secretaries because it allows authorised users to access the system online from a web-enabled device. This can support flexible working arrangements and make it easier to manage practice admin away from a single desktop computer.
When should a medical secretary consider changing practice management software?
It may be worth reviewing your current software if it is difficult to use, creates too much manual admin, does not support key workflows, lacks useful reporting, or makes it hard to manage diaries, documents, billing and patient communication in one place.