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MMEx Quick Start

Logging in to 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.

Resetting MMEx Password

Password Reset

If your password is not working, or you have forgotten the password for your MMEx account.

The following message will appear if the details you entered are correct. Click on ‘Back to Login page’.

Go to the MMEx logon page and click on the ‘Forgot Password?’ link.

Enter your MMEx username and MMEx registered email address. This is the email address used when your MMEx account was created and set up. Then select ‘Reset’.

You will receive an email from MMEx with your new, temporary password.

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.

Copy the password from the email.
Note: Ensure there are no spaces copied from the email. The reset will not work if any spaces are copied across.

Return to the login page and enter your username and password from the email.

You will be asked to set and confirm a new password. Once entered, click Update Password.
Note: You will not be able use a previously used password

You will now be at the MMEx ‘Home’ screen and logged in ready to use MMEx.


Profile Settings

To edit your profile settings and create your Signature:

Click on My Profile in the Preferences section of the Settings Side Menu.

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:

  • Title
  • Given Name
  • Surname
  • E-mail
  • Mail Address
  • Telephone Number

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.

Mailbox Settings

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.

Creating Patient Records

Click on Add New patient in the Patients side menu, or click on New Patient in the Patient side menu

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.

Calendar and Appointments

Open Calendars by clicking on the Calendar link in the Facility option of the Side Menu.
Click on Manage Calendars

In Manage Calendars, click on Add New Calendar


You can create a Practitioner Calendar, or a Custom Calendar. .

Practitioner Calendar

From the drop down list, select the user for whom you wish to create the calendar. Click Add Calendar.

A line of green text will display to indicate successful creation of the calendar.

To modify the Calendar properties, you will need to click Back to return to the Manage Calendars page, locate the user in the list of calendars and click on Modify to access the Calendar properties.

Custom 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.

Book an Appointment

From the Calendar, find an available appointment time for the relevant clinician or Clinic.

  • Double click in the time space. This opens a new dialogue box
  • The Calendar, date and time will default to the ‘space’ that you clicked into

If you have selected the wrong calendar, date or time, these can all be changed in this appointment details window.

Patients: select the patient for the appointment using

  • Pick a Patient (this opens the Patient Search function) or
  • Type patient name into Search box and click Search

  • Double-click on the Patient's name to select them.
  • This will auto-populate into Patients

When all information is correctly entered, click Add

Open Patient Record from Appointment

Left Click on the appointment. An appointment Details pop-up will open. Click on the blue underlined patient name to open the patient record.

Quick Guide to Patient Records

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.

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.

If you get "lost"

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

Closing the Patient Record

To close the patient record, click on Close Patient in the Patient Widget menu

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.

Browser Warnings

You may at times see something like this when you move away from a page, even if you have not made any changes to any data, or have anything to save. It occurs as a result of javascript used in the Chrome browser.

If it frustrates you, Mozilla Firefox, Safari or IE10+ are alternate browsers; we recommend Mozilla Firefox of these three.

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.

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.

Clinical Record Tabs
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.

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.

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.

MMEx Dashboard

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.

If you wish to set the Dashboard as your default MMEx page, in your user profile, select Dashboard from the Default Start page drop down menu.

When you first open the dashboard you will see a welcome message, some default links and an Edit button.

Customising your dashboard

Please Note:
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.

Click on Edit.
You will see dashed lines appear around sections of the screen. These are areas that you can edit.

Firstly Drag the MMEx welcome message to the Remove/Recycle bin area to remove it. You can then start configuring the remaining links.

Select the item you wish to add click and drag it to the dashboard.

Release your mouse to place the item on the dashboard.

You can use the global search field to locate specific forms,reports, patients or pages that you wish to link to. You can add many items to the dashboard.

Tailoring Dashboard display

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.

There are three option buttons:

  • Reset to Default - restore the system default of 5 dashboard icons
  • Cancel - Undo all of your changes and revert to the previous version that you saved
  • Save Changes - Save the changes you have made and make this your new default dashboard.

To make further modifications after you have saved the dashboard, click Edit again.

manual/mmex_quick_start.1577749517.txt.gz · Last modified: 2019/12/30 23:45 (external edit)