How-to Guides

Step-by-step tutorials for common tasks in the MEDrecord platform.

Getting Started

Setting Up Your Account

1. Log in with the credentials provided by your administrator
2. Complete your profile information
3. Set up two-factor authentication (recommended)
4. Configure your notification preferences

Navigating the Dashboard

The main dashboard provides quick access to:

• Recent patient communications
• Pending tasks and reminders
• Analytics overview
• Quick actions menu

Patient Communication

Sending a Message to a Patient

1. Navigate to the patient record
2. Click “New Message”
3. Select the communication channel (SMS, email, or portal)
4. Choose or create a message template
5. Personalize the message if needed
6. Review and send

Creating a Message Template

1. Go to Settings > Message Templates
2. Click “New Template”
3. Enter the template name and category
4. Write the message content using placeholders
5. Set approval workflow if required
6. Save and activate the template

Scheduling Automated Reminders

1. Navigate to Scheduling
2. Create a new reminder rule
3. Define trigger conditions
4. Select message template
5. Set timing preferences
6. Activate the rule

Administration

Adding a New User

1. Go to Administration > Users
2. Click “Add User”
3. Enter user details and email
4. Assign role and permissions
5. Send invitation

Configuring Integrations

1. Navigate to Settings > Integrations
2. Select the integration type
3. Enter connection credentials
4. Test the connection
5. Configure data mapping
6. Enable synchronization

Reporting

Generating Analytics Reports

1. Go to Analytics
2. Select report type
3. Choose date range
4. Apply filters as needed
5. Generate report
6. Export to PDF or Excel