How to do things in Medervia.
Short guides, one task each, with the screens you will see. Search, or start from the top.
Getting started
- Create your accountSign up with your name and email, confirm the code, then set up your clinic or join one.
- Set up your clinic's details and emailAdd your clinic's details and locations, choose the address your clinic emails from, and confirm where replies go.
- Invite your team and choose their rolesInvite colleagues by email, give each a role, and change or remove them later.
- Add your practitioners and provider numbersBuild the roster your documents draw on, with each practitioner's provider number at each location.
- Choose and confirm your document styleChoose how your PDFs look, add your branding, and confirm it so you can send agreements and forms.
Your clinic
- Import your contacts and patientsBring patients, people and organisations across from a vCard, Google, Outlook, CSV or Excel file.
- Install Medervia and turn on notificationsPut Medervia on your phone's Home Screen or your computer, and get a notification when patients act.
- Send patients a text as well as the emailAdd the SMS channel, buy texts, and send a patient their link by text as well as by email.
Medervia AI
Assignment of Benefit
- Send an assignment of benefit agreementChoose the patients, practitioner and services, then send each patient their agreement to accept.
- Follow up your agreementsSee where each agreement is up to, re-send or withdraw one, and know when to follow up.
- Have an agreement accepted in the roomHand a waiting agreement to the patient in a room, for them to accept on the room's tablet or on your device.
Form Builder
- Build a formCreate a form, add questions and sections, show questions only when they apply, and publish it.
- Send a form and read the answersSend a published form to patients or colleagues, then read the answers and the PDF.
- Add new patients from a formTurn the details patients give in a form into contacts, without retyping them.
- Add a practitioner's part and signature to a formMark questions the practitioner fills in, ask for the practitioner's signature beside the patient's, and complete the form in a room.
- Prefill part of a form before you send itFill in the procedure, the site or the date yourself, so the recipient adds only what is missing and signs.
Welcome Packs
- Send a welcome packSend a new patient one email with your letter and everything to complete before their first visit.
- See where each welcome pack is up toFollow each pack from delivered to complete, and send it again or withdraw it.
- Keep welcome pack templatesSave your letter and the items that go with it, so every new patient starts from there.
Rooms
- Pair a tablet to a roomTurn a tablet into the room's own device, where patients complete what you hand them.
- Hand out a form in a roomGive a patient in the room the forms to complete there, on the room's tablet or on your device.
- Complete a form together in the roomWork through the same form with the patient at the same time: you on your device, the patient on the room's tablet.
- Why a handout says it timed outWhat it means when a form or agreement handed out in a room was not completed that day, and what to do next.
Handbook
- Write and publish a procedureWrite down how your clinic does one thing, link it to the procedures around it, and publish it for the team to read.
- Ask staff to read and acknowledge a procedureChoose who must read a procedure, see who has, and follow up without chasing anyone yourself.
- Set up a daily checklistWrite a list of steps one person ticks off on the days you choose, with a reminder, and see how often it was finished.
- The map, the PDFs and the exportSee how procedures connect, print one, the map or the whole handbook, and take every procedure away as Markdown.
- The starter pack, new starters and the Handbook guideChoose once what every new member must read, see who still has what to do, and know what every clinic starts with.
Gender Reveal
Billing and your account
- Add an app, and how the discount worksTry an app free, subscribe when you are ready, and pay less for every app as you add more.
- Payment details, invoices, and removing an appUpdate your card or bank account, download invoices, and remove an app at the end of its billing period.
- Get help from usAsk us for help from inside Medervia, with screenshots, and follow our replies.