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Navigating the Patient Record

Side Menu

On the left side of your screen you will see the main menu options. This is called the Side Menu.

Click on an icon to open that menu. Close a menu by clicking the icon again, or by clicking outside of the menu. Menu items are grouped according to function.
Messaging is where you will find communication related items including:

  • Messaging
  • Letter Writer
  • Address Book
  • Mailbox settings

Facility is where you will find “whole of organisation” worklists and functions including

  • Billing
  • Calendars and Patient Tracking
  • Diagnostics & Reports
  • Referrals/Requests
  • Tasks
  • Targeted worklists including:
    • Case Management
    • MDT meeting Planner
    • Registers
    • Wound Management
    • Home Dialysis

Patient menu is where you can locate patient records.

  • Search for a patient
  • add a new patient
  • view a list of your recent patients and click on their name to access the clinical record.

Forms & Reports all forms and reports can be found on this menu.
You can still save favourites as you previously did, they will be listed on this menu. The forms and reports pages can be accessed through the link in this menu.

Reference - all global and organisational references are displayed here.

Settings menu will display the management settings that you are authorised to access.
All users will be able to manage personal preferences including:

  • my profile
  • personalise forms
  • Templates
  • keywords
  • Shortcuts

There are also a range of tools available, this display will be customised according to your user permissions.

The page header contains a number of action links. Click on:

  • MMEx logo to be taken back to your default front page.
    • WARNING - this will close the patient clinical record if Patient search is your default view.
  • patient name - known as the Patient Widget to view the patient record menu.
  • the grid icon to open the Dashboard
  • the calendar icon to open the Calendar
  • Question Mark icon (aka the Help Menu) to access key help items
    • MMEx user Manual
    • Contact Form
    • End User Licence Agreement
  • your name (aka the User Menu) to find the Log out link, and links to any linked accounts

Click on Edit Details under the Patient Avatar to access the Patient Details page.

Patient Widget

When you open a patient record you will see the patient's name appear at the top of the screen. This is called the Patient Widget.

Clicking on this icon reveals a menu divided into columns

The first column is actions.


In this list you will find links to key actions that you may wish to undertake with the patient record including:

  • Add to Waiting List - opens calendar pop up with waiting list type preselected.
  • Put in Venue - opens patient tracking venue selection pop up.
  • To Do List - this icon will display a number in a circle that indicates the number of outstanding tasks for this patient. When clicked opens the to-do list as a pop up.
  • Verify - takes you to the medicare verification page.
  • View Billing History - takes you to the Visits tab of billing, with the visits list filtered by the patient.
  • Add New Referral - opens add new referral record as a pop up
  • Compose new message - takes you to the new secure message page with the patient pre-selected.
  • Create Letter - takes you to template selection page, with current patient selected
  • New Radiology Request - opens imaging request form with current patient selected
  • New Pathology Request - opens pathology request form with current patient selected

Some of these links open a pop-up over your current window, others navigate you directly to a page or form.


The Clinical menu options include the items you previously accessed from the left side menu as well as links to clinical activity-related pages.

When you open one clinical page, the others will be available to you via the Navigator menu, or a series of tabs. This display choice is an organisation setting.

Patient Details

You will find direct links to the “tabs” that you previously accessed through the Patient Details button.

When you open one patient details page, the others will be available to you via a series of tabs.


All specialty modules that you are authorised to access will be located here.

Each module is stand-alone and opens up individually.

Clinical Record Pages

In the middle of the screen you will see the Clinical Record Navigator

Use the arrows to move through the menu, or click on the displayed title to see the complete list of Primary Clinical Record screens The order of screens remains as it was previously to ensure that workflows are as similar as possible.

As an organisation you may choose to view tabs instead of the navigator. Your organisation administrator can configure this.

Find what you need

At the top of every side menu you will see a search box. This is a Global Search field which means it will search the entire system as well as an open patient record for a match.

Type what you're looking for, into the box. MMEx will show you possible options below the search box. The search results will include links to:

  • pages in MMEx (such as letter writer, reuslts, referrals etc)
  • pages in the patient record if you have one open
  • patient records
  • forms
  • reports
  • administration pages

This search box is the fastest way to find something in MMEx if you're not sure where to look.

In this example I have entered the search term “doc” the search results show me page options that contains that term, as well as a list of patients whose names include that letter combination

In this example the search term “check” shows me the link to forms and reports that include that search term.
In this example the search term “hear” shows me a link to the Ear Health and Hearing Specialty page in the patient file that I currently have open and a report.

More Detailed Information

How do I...?

Search for a patient

Click on the Patient Menu item then one fo the following:

  • enter patient name in the global search field at the top of the menu
  • click on Search Patient to open the full patient search page
  • Review list of recently closed patients in the same menu

Close a Patient

Click on the Patient Widget then click on Close patient

Switch between my profiles

Click on the User Menu (your name) in the top right-hand corner of the screen. The box that opens shows your alternate accounts at the bottom. Click on the name of the profile you wish to access.

Change my user settings

Click on Settings and Select My Profile to access the Edit User Profile page. Here you can edit your:

  • Name and contact details
  • Provider and Prescriber numbers
  • Immunisation settings
  • Signature
  • Out of Office settings
  • Medication PIN number
  • Default settings such as:
    • timezone
    • start page
    • patient page
    • Pathology and Radiology templates

Where do I find...?

My Inbox
Open the Messaging menu to locate your secure mailboxes and the New Message link.

Letter Writer
Open the Messaging menu to locate the Letter Writer under the sub-heading “Tools”

Open the Facility menu and click on Diagnostics/Reports

Open the Facility menu and click on Tasks
Patient level tasks can still be located in the To-Do list. See below to locate the to-do list.

To Do List
With a Patient Record open, click on the Patient Widget.

Under Actions, you will see the To Do list. Alongside the To-Do list you will see a number indicating the number of overdue tasks.

A To-Do list link also displays on the Patient Demographic Header. When there are tasks due, you will see an icon next to the patient's name as well as the to-do list highlighted in red.

Click on Forms & Reports.
Under the Forms heading you will see All Forms. Click on this to go to the Forms page. Forms that have been marked as favourites will be listed here.

Click on Forms & Reports.
Under the Reports heading you will see All Reports. Click on this to go to the Reports page. Reports that have been marked as favourites will be listed here.

Patient Details
In the patient demographic Header, click on Edit Details under the Patient Avatar to open the complete Patient Details module.

Alternatively, click on the Patient Widget and in the Patient Details column, you will see links directly to the page you want. You can still right click in the patient search list to access Patient Details.

Favourite Features & Shortcuts

Here are some of our staff's favourite new features and shortcuts.

manual/clinical_record_in_mmex_guide.txt · Last modified: 2019/05/16 03:34 by sarahb