Forms & Reports
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This page contains quick guides to:
Don't forget to watch our tutorial videos for a quick overview of MMEx.
MMEx works through any web browser such as Chrome, Firefox or Internet Explorer.
First connect to the MMEx webserver by typing the URL below into the address bar of the browser, which will lead you to the MMEx login screen.
Enter your MMEx username and MMEx password into the two text fields and then click the Login button, or just press the Enter key.
You are now logged in to MMEx.
If you have multiple linked accounts for different clinic locations, you can switch to your current location using the user menu in the top right corner of your screen.
If your password is not working, or you have forgotten the password for your MMEx account.
Go to the MMEx logon page and click on the ‘Forgot Password?’ link.
Here is an example only of an email using the ‘Forgot Password?’ link.
Dear “User”, We have received a request to reset your MMEx login password. Your new one time password is: z4G2Fbo7LBs9 You will be requested to change this password upon first login.
You will now be at the MMEx ‘Home’ screen and logged in ready to use MMEx.
To edit your profile settings and create your Signature:
You can add or change any of your details using the text boxes, as shown in Figure 2 below. To save the changes, click the Submit Changes button at the bottom of the page.
MMEx won't let you save your profile unless the following fields are complete:
Doctors, please ensure that your provider and prescriber numbers are complete and current.
For online Medicare claiming, your Medicare location ID and provider type must also be filled in.
To find out more about Managing your profile, click here.
The Mailbox Settings feature helps you organise your messages into separate mailboxes. This page can be located on the Messaging side menu.
To find out more about Mailbox Settings, click here.
Enter all of the known information into the relevant fields. The only fields that are mandatory at this stage are the name fields, date of birth (DOB) and medicare number. You can indicate that there is no medicare number available using the check box provided. All dates must be entered into MMEx following the format: dd/mm/yyyy, e.g. 17/05/1982.
Once you have finished, click Save to view the Patient Details page, or Save & Open to start adding notes to the patient's clinical record.
You can always get back to this page by opening the patient record & click on Edit Details under the Patient Avatar OR in the Patient Icon menu, select Demographics, under Patient Details.
To find out more about Patient Record Management, click here.
A line of green text will display to indicate successful creation of the calendar.
In the Title box, enter the name of the calendar you wish to create.
A custom calendar may define Clinics, or Rooms, depending on the type of service you provide and how you manage your appointment bookings and consultations.
Click Add Calendar.
The Update Calendar window will open automatically to allow you to modify the Calendar properties.
To see more about Calendars, Calendar Properties and Appointments, click here.
From the Calendar, find an available appointment time for the relevant clinician or Clinic.
Patients: select the patient for the appointment using
When all information is correctly entered, click Add
The image below gives you an overview of the key functional features of MMEx.
As you read through the user manual and this summary, you will see references to these parts of MMEx as places to click or look in order to access the parts of the program that you use.
Click on the image to see an enlarged view.
In the middle of the screen in a patient record you will see the Clinical Record Navigator
Use the Navigator's arrows to move through the menu, or click on the displayed title to see the complete list of Primary Clinical Record screens
To find out more about the Clinical Record click here.
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:
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.
There are also a range of tools available, this display will be customised according to your user permissions.
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:
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.
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.
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.
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:
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.
If you get “lost” but want to remain in the Patient Record, click on the Home in the Patient Widget
If you get “lost” but want to exit the patient record, click on the Close Patient in the Patient Widget
Please refer to the online help manual for more details about the features of MMEx. The Left Side Menu displays Section headings. Alternatively enter a search term in the Search box in the top right hand corner to find something specific.
If it frustrates you, Mozilla Firefox, Safari or IE10+ are alternate browsers; we recommend Mozilla Firefox of these three.
The old “left hand” Menu
With a Patient Record open, click on the Patient Widget.
In the menu, under Clinical, you will find the names of each primary page of the clinical record, and under Specialty, the Specialty pages.
Alternatively, use the Navigator arrows to scroll through the pages, or select from the drop-down list that appears when you click the Navigator title. Your organisation may also choose to turn off the navigator and continue to use tabs. This is an organisation setting.
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.
MMEx now includes a configurable Dashboard that allows you to create a customised “menu” of links to pages and patients in MMEx.
You can access the Dashboard at any time by clicking on the grid icon near the user menu.
When you first open the dashboard you will see a welcome message, some default links and an Edit button.
Customising your dashboard with a patient record open will result in some links (eg. forms and clinical record pages) being set to open with a patient context (the one currently open). We recommend ensuring that all patient records are closed BEFORE you edit your dashboard, unless that is your intention.
Once you have selected your dashboard items you can adjust the size and position of items easily.
Use drag and drop to rearrange your icons to your preferred configuration.
You can resize individual icons by placing your cursor on the edge of a tile and use the arrows to drag the shape to your preferred shape. The tile you are resizing will be highlighted with a blue border.
To make further modifications after you have saved the dashboard, click Edit again.