Points of Service

A point of service is a place or establishment that provides care. It can also be a company that offers a product or service that can be purchased by a customer.

For example, if you have several therapeutic clinics, you can register the information in your Medexa account. This allows you to have access to all the data from each of your clinics.

HOW TO CREATE A NEW POINT OF SERVICE?

To create a new service point, here are the steps to follow:

  1. Go to My Clinic
  2. Click on Points of service
  3. Click on the “+” on the left
  4. Fill in empty fields
  5. Click on Save changes

DIFFERENT SECTIONS OF THE POINT OF SERVICE

1. Contact information

To add the contact details of your point of service, you can simply fill in the mandatory fields marked with a star. You can also add other information such as your website and the name of the person to be contacted. You can also deactivate the point of service if you are closing a branch. Simply click on the Deactivate button in red.

Don’t forget to save changes if you add or remove information.

2. Logo

This section allows you to add your logo so that it is present in your software, your invoices and your emails.

To do this, here are the steps to follow:

  1. Click on Choose a file
  2. Select your logo from your computer files
  3. Click on Save changes

3. Taxes

Here you can select the taxes for your province. The tax percentage will be displayed automatically. You can also add your tax numbers if you want them to appear on your invoices.

Note that it is mandatory to add your taxes if you have taxable services.

Don’t forget to save changes.

4. Employees

This section is designed to add or remove employees from your point of service. You can also configure the availability of your therapists.

To do this, here are the steps to follow: 

  1. Click on Add/Remove Employees
  2. Check the employees to add to this point of service
  3. Click on Save changes

Note: You must add employees in this section so that they appear in the “Schedule” tab of the left menu.

5. Rooms

This section allows you to add or remove rooms from your clinic. These rooms can be booked in the Schedule tab section of the left menu. In addition, they can be added when scheduling an appointment to a therapist’s schedule.

To do this, here are the steps to follow:

  1. Click on the + 
  2. Add a name for your room
  3. Enter a number of Maximum number of simultaneous appointment (0 for infinite) *
  4. Click on Save changes

6. Custom messages

Personalize communications

Using our customization tool allows you to add or remove information from the default templates, we have provided. For example, you can modify the appointment reminder message to inform your patients to bring a mask to their next visit or provide them with parking information.

Don’t see the option editing communication templates?

An Account Administrator or Clinic Administrator may need to adjust your account access rights. Read more about this here: Access rights.

Modify a Model

You can edit templates through the My Clinic page. Only users with access to the page can edit templates. 

To edit a template from the My Clinic page:

  1. Open the tab My clinic → Points of service

  2. Click on the desired point of service, then click on Custom messages in the left submenu.

  3. Select a model from the drop-down menu. Your latest updated template will be loaded into the editor below. If you haven’t changed the template yet, the default template will be loaded.

  4. Using the toolbar and variable drop-down menu, add and edit message content in the text editor.

  5. Click the Save changes button when you’re done.

Note: There is a French and English version for each model.

Insert variable

To insert a variable, make sure your text cursor is at the desired location in your message, then click the Insert Variable drop-down menu at the top right of the text editor. Select the variable you want to add to your model.

7. Management

Master code

The master code is used to validate an action performed by the administration of a clinic.

The master code allows you to:

  • Reference: Edit a patient’s reference information.

  • Accounting: Close the month to prevent the modification of invoices.

To be able to configure a master code, you must have access to the Management subsection in the Points of service section of the My Clinic tab.

You can give access rights to this section by modifying your access rights: Access rights.

How to configure a master code?

Here are the steps to set up a master code:

  1. Click on My clinic
  2. Go to Points of service
  3. Click on the point of service to configure
  4. Click on Management
  5. Enter a 4-digit code in both spaces for this purpose
  6. Click on Save changes

How to change a master code?

  1. Click on My clinic
  2. Go to Points of service
  3. Click on the point of service to configure the master code
  4. Click on the Padlock icon
  5. Click on Authorize
  6. Enter a 4-digit code in both spaces for this purpose
  7. Click on Save changes

Don’t remember the master code?

The clinic administrator (signatory of the contract) must contact us at the email address: support@medexa.com.

Be sure to include the following information:

  • Your clinic name
  • The name of your point of service 

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