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Screens advance automatically but you may use the arrow keys to move forward or back. ONTARIO CHIROPRACTIC ASSOCIATION ASSOCIATION CHIROPRATIQUE DE LONTARIO.

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Presentation on theme: "Screens advance automatically but you may use the arrow keys to move forward or back. ONTARIO CHIROPRACTIC ASSOCIATION ASSOCIATION CHIROPRATIQUE DE LONTARIO."— Presentation transcript:

1 Screens advance automatically but you may use the arrow keys to move forward or back. ONTARIO CHIROPRACTIC ASSOCIATION ASSOCIATION CHIROPRATIQUE DE LONTARIO Ontario Version Patient Management Program

2 Main Screen Create Appt. Books Adding A New Patient Customize Set Up Help Menus Summary Sheets Reports Patient Activity Support & Updates Click a button above to go to that section. Features: Personalized Appointment Book for Each Practitioner Personalized Appointment Book for Each Practitioner Colour Coding for Appointment Type & Status Colour Coding for Appointment Type & Status Access Up to 27 Practitioners Access Up to 27 Practitioners Main Appointment Book Screen Main Screen

3 Screens advance automatically but you may use the arrow keys to move forward or back. Patient names are colour coded for appointment status. Patient names are colour coded for appointment status.

4 Screens advance automatically but you may use the arrow keys to move forward or back. A coloured corner box indicates the type of appointment the patient is coming for which is customizable by the user. A coloured corner box indicates the type of appointment the patient is coming for which is customizable by the user.

5 Screens advance automatically but you may use the arrow keys to move forward or back. Access different appointment book dates easily with the appointment book taskbar, highlighted with the yellow box.

6 Screens advance automatically but you may use the arrow keys to move forward or back. Click on a day of the current week or click the down arrow beside the date to pull up the calendar. Click on a day of the current week or click the down arrow beside the date to pull up the calendar.

7 Screens advance automatically but you may use the arrow keys to move forward or back. Click on a day of the current week or click the down arrow beside the date to pull to pull up the calendar.

8 Screens advance automatically but you may use the arrow keys to move forward or back. Columns across can be customized from 1 to 9 per practitioner with the click of a button. Columns across can be customized from 1 to 9 per practitioner with the click of a button.

9 Main Screen Create Appt. Books Adding A New Patient Customize Set Up Help Menus Summary Sheets Reports Patient Activity Support & Updates Click a button above to go to that section. Creating Customized Appointment Books Features: Customize the Appointment Book by Adding Practitioners of Choice in Specific Orders Create as Many Appointment Books as You Want Link Appointment Books Together as a Set for Specific Days Create Appt. Books

10 Screens advance automatically but you may use the arrow keys to move forward or back. The Default Appointment Book with all practitioners. Note the practitioners on the tabs at this time. The Default Appointment Book with all practitioners. Note the practitioners on the tabs at this time.

11 Screens advance automatically but you may use the arrow keys to move forward or back. Add only the practitioners you wish to access in whichever order you choose. This book was created for the Chiropractors.

12 Screens advance automatically but you may use the arrow keys to move forward or back. You can create as many appointment books as you want. Access different appointment books by pressing the space bar. This book was created for the massage therapists.

13 Main Screen Create Appt. Books Adding A New Patient Customize Set Up Help Menus Summary Sheets Reports Patient Activity Support & Updates Click a button above to go to that section. Patient Information & Adding A New Patient Features: Copy from Existing option to speed up inputting for common family information Copy from Existing option to speed up inputting for common family information Link family members for ease of Appointment Scheduling and Account Payment Link family members for ease of Appointment Scheduling and Account Payment Main Screen Adding A New Patient

14 Screens advance automatically but you may use the arrow keys to move forward or back. This is where you add a New Patient or view / edit Patient Information. This is where you add a New Patient or view / edit Patient Information.

15 Screens advance automatically but you may use the arrow keys to move forward or back. The Related Patient button will link your patients with other family members or other files they have in order to simplify payment and appointment bookings.

16 Screens advance automatically but you may use the arrow keys to move forward or back. Add Related Patients by simply locating family members on the left and double clicking to add them to the list on the right.

17 Screens advance automatically but you may use the arrow keys to move forward or back. The Comment area can be used for any information you need regarding this patient. You may also select comments from a list that you created previously. The Comment area can be used for any information you need regarding this patient. You may also select comments from a list that you created previously.

18 Screens advance automatically but you may use the arrow keys to move forward or back. Pop Ups are information boxes that will appear on a patient file where and when you choose, stating whatever information you require about this patient or their appointment. Pop Ups are information boxes that will appear on a patient file where and when you choose, stating whatever information you require about this patient or their appointment.

19 Screens advance automatically but you may use the arrow keys to move forward or back. Here is a Pop Up that was scheduled to pop upon accessing the patient from an on-screen appointment. Here is a Pop Up that was scheduled to pop upon accessing the patient from an on-screen appointment.

20 Screens advance automatically but you may use the arrow keys to move forward or back. This screen is for entering WSIB information. This screen is for entering WSIB information. We also have a personalized envelope and label feature!

21 Screens advance automatically but you may use the arrow keys to move forward or back. Here is the envelope and label feature. The patient name and address can be edited and a return address added. Labels are produced using a Dymo LabelMaker (purchased separately). Here is the envelope and label feature. The patient name and address can be edited and a return address added. Labels are produced using a Dymo LabelMaker (purchased separately).

22 Screens advance automatically but you may use the arrow keys to move forward or back. Full details on personal and secondary EHC as well as MVA information are input on the EHC & MVA tabs. Full details on personal and secondary EHC as well as MVA information are input on the EHC & MVA tabs.

23 Main Screen Create Appt. Books Adding A New Patient Customize Set Up Help Menus Summary Sheets Reports Patient Activity Support & Updates Click a button above to go to that section. Customizing PMP Setup Features: Customize Office, Practitioner, & Specific Computers Customize Office, Practitioner, & Specific Computers Appointments, Fees, Doctors Hours, & Vacations are editable to your specific needs Appointments, Fees, Doctors Hours, & Vacations are editable to your specific needs Customize Set Up

24 Screens advance automatically but you may use the arrow keys to move forward or back. The Setup menu gives numerous areas to personalize and setup the PMP to your specifications. The Setup menu gives numerous areas to personalize and setup the PMP to your specifications.

25 Screens advance automatically but you may use the arrow keys to move forward or back. Lets go to Clinic Defaults Lets go to Clinic Defaults

26 Screens advance automatically but you may use the arrow keys to move forward or back. Clinic Defaults is where you setup information regarding your office. Clinic Defaults is where you setup information regarding your office.

27 Screens advance automatically but you may use the arrow keys to move forward or back. Lets check out the Treatment part of Fee Schedule Lets check out the Treatment part of Fee Schedule

28 Screens advance automatically but you may use the arrow keys to move forward or back. The Treatment Fee Schedule lists all your Practitioner Fees including Patient fees and WSIB. The Treatment Fee Schedule lists all your Practitioner Fees including Patient fees and WSIB.

29 Screens advance automatically but you may use the arrow keys to move forward or back. Add Treatments to your Fee Schedule reflecting your Patient fees and WSIB. Add Treatments to your Fee Schedule reflecting your Patient fees and WSIB.

30 Screens advance automatically but you may use the arrow keys to move forward or back. Lets go to Statement Comments Lets go to Statement Comments

31 Screens advance automatically but you may use the arrow keys to move forward or back. Statement Comments are setup so that they can be added to the bottom of patient statements. Statement Comments are setup so that they can be added to the bottom of patient statements.

32 Screens advance automatically but you may use the arrow keys to move forward or back. Here is a Comment selected for a Patient Statement. Here is a Comment selected for a Patient Statement.

33 Screens advance automatically but you may use the arrow keys to move forward or back. Next we are going into Vacation / Holiday Schedule Next we are going into Vacation / Holiday Schedule

34 Screens advance automatically but you may use the arrow keys to move forward or back. The Vacation / Holiday schedule is where you create holidays (Blue) for the entire office and vacations (Green) per practitioner. The Vacation / Holiday schedule is where you create holidays (Blue) for the entire office and vacations (Green) per practitioner.

35 Main Screen Create Appt. Books Adding A New Patient Customize Set Up Help Menus Summary Sheets Reports Patient Activity Support & Updates Click a button above to go to that section. Summary Sheets Features: Summary Sheets can be detailed by either Practitioner, Partnership (practitioners on appointment book) or the Entire Clinic Summary Sheets are created in a standard format for ease of understanding and readability Summary Sheets

36 Screens advance automatically but you may use the arrow keys to move forward or back. The first page of the Daily Summary Sheet details individual transactions as well as next appointment. The first page of the Daily Summary Sheet details individual transactions as well as next appointment.

37 Screens advance automatically but you may use the arrow keys to move forward or back. The last page shows the totals. The last page shows the totals. Summary Sheets can be detailed by either Practitioner, Partnership (practitioners on appointment book) or the entire Clinic. Summary Sheets can be detailed by either Practitioner, Partnership (practitioners on appointment book) or the entire Clinic.

38 Screens advance automatically but you may use the arrow keys to move forward or back. The first page of the Yearly Summary Sheet details each Months totals. The first page of the Yearly Summary Sheet details each Months totals.

39 Screens advance automatically but you may use the arrow keys to move forward or back. The last page breaks down the yearly Receipts, Billings and Statistics. The last page breaks down the yearly Receipts, Billings and Statistics.

40 Main Screen Create Appt. Books Adding A New Patient Customize Set Up Help Menus Summary Sheets Reports Patient Activity Support & Updates Click a button above to go to that section. User Friendly Help Menus Features: F1 produces interactive and text help menus F1 produces interactive and text help menus Index, Related Topics and Print options are included Index, Related Topics and Print options are included PMP Handbook included in Help menu PMP Handbook included in Help menu Help Menus

41 Screens advance automatically but you may use the arrow keys to move forward or back. This is an Interactive help screen. On this screen clicking onto items of question will bring up a detailing of that item. This is an Interactive help screen. On this screen clicking onto items of question will bring up a detailing of that item.

42 Screens advance automatically but you may use the arrow keys to move forward or back. The help box showing Arrived Information appeared after clicking onto Brian Berrimore and details the appointment type colour coding. The help box showing Arrived Information appeared after clicking onto Brian Berrimore and details the appointment type colour coding.

43 Screens advance automatically but you may use the arrow keys to move forward or back. Other help menus produce basic screen text relating to the screen you were on when F1(help) was accessed. Other help menus produce basic screen text relating to the screen you were on when F1(help) was accessed.

44 Screens advance automatically but you may use the arrow keys to move forward or back. The Help menu offers an option to Start Handbook. The handbook contains basic instructions on PMP functions and setup instructions. The Help menu offers an option to Start Handbook. The handbook contains basic instructions on PMP functions and setup instructions.

45 Screens advance automatically but you may use the arrow keys to move forward or back. The handbook will open in Adobe Reader and is printable. The handbook will open in Adobe Reader and is printable.

46 Screens advance automatically but you may use the arrow keys to move forward or back. The About menu opens an interactive screen with information and links to PMP, OCA, and other related websites. The About menu opens an interactive screen with information and links to PMP, OCA, and other related websites.

47 Main Screen Create Appt. Books Adding A New Patient Customize Set Up Help Menus Summary Sheets Reports Patient Activity Support & Updates Click a button above to go to that section. Reports Features: PMP offers you over 27 different reports, most of them available by practitioner with date and other options Choice of Reports that are customizable and show only the information you have chosen Reports

48 Screens advance automatically but you may use the arrow keys to move forward or back. A Patient Query Report is an area where the user can create customized reports covering a multitude of criteria with only the required information. A Patient Query Report is an area where the user can create customized reports covering a multitude of criteria with only the required information.

49 Screens advance automatically but you may use the arrow keys to move forward or back. This tool is very helpful when you need specific information such as a new patient list between specified dates, or a report of patients that will become seniors this year. This area is a favourite of many PMP users. This tool is very helpful when you need specific information such as a new patient list between specified dates, or a report of patients that will become seniors this year. This area is a favourite of many PMP users.

50 Screens advance automatically but you may use the arrow keys to move forward or back. Utilizing the query is easy. Checkmark the information you wish to gather. Utilizing the query is easy. Checkmark the information you wish to gather.

51 Screens advance automatically but you may use the arrow keys to move forward or back. This query will produce a list of patients who have a balance greater than $ and are responsible for their own accounts (i.e. not an MVA patient). This query will produce a list of patients who have a balance greater than $ and are responsible for their own accounts (i.e. not an MVA patient).

52 Screens advance automatically but you may use the arrow keys to move forward or back. Click Customize to choose fields for your report. Click Customize to choose fields for your report.

53 Screens advance automatically but you may use the arrow keys to move forward or back. Choose the fields you require by check marking the choices on the right. Choose the fields you require by check marking the choices on the right.

54 Screens advance automatically but you may use the arrow keys to move forward or back. The completed report.

55 Screens advance automatically but you may use the arrow keys to move forward or back. PMP will remember the chosen patients from queries and produce statements for them. These statements are for the patients with a Balance Due greater than $ PMP will remember the chosen patients from queries and produce statements for them. These statements are for the patients with a Balance Due greater than $

56 Screens advance automatically but you may use the arrow keys to move forward or back. The patient address on the statement will fit into window envelopes or PMP will remember the patients so that you can print labels. The patient address on the statement will fit into window envelopes or PMP will remember the patients so that you can print labels.

57 Screens advance automatically but you may use the arrow keys to move forward or back. Here are the labels for patients with Balance Due greater than $100. Here are the labels for patients with Balance Due greater than $100.

58 Screens advance automatically but you may use the arrow keys to move forward or back. The Past Due Recall List is an active screen which allows users to edit patient appointments while recalling them. Simply click onto a patient name to go into their appointment screen. The Past Due Recall List is an active screen which allows users to edit patient appointments while recalling them. Simply click onto a patient name to go into their appointment screen.

59 Screens advance automatically but you may use the arrow keys to move forward or back. Once in the Patient File you can create, edit or delete appointments. The Add an appointment button on the left will allow the user to add one or more appointments. Once in the Patient File you can create, edit or delete appointments. The Add an appointment button on the left will allow the user to add one or more appointments. Recall List, View Patient Appointments…

60 Screens advance automatically but you may use the arrow keys to move forward or back. The Add an Appointment screen is where you can add appointments by clicking the calendar… The Add an Appointment screen is where you can add appointments by clicking the calendar…

61 Screens advance automatically but you may use the arrow keys to move forward or back. and time grid

62 Screens advance automatically but you may use the arrow keys to move forward or back. The doctor, appointment type, comments, and status are all editable. The doctor, appointment type, comments, and status are all editable.

63 Screens advance automatically but you may use the arrow keys to move forward or back. Click Add New Appt. to create more than one. You can also print a calendar or list of appointments. Click Finish when complete. Click Add New Appt. to create more than one. You can also print a calendar or list of appointments. Click Finish when complete.

64 Screens advance automatically but you may use the arrow keys to move forward or back. Here the appointment calendar shows two months per page. The appointments are listed in the date box. A personalized comment can be added to the bottom of the page. Here the appointment calendar shows two months per page. The appointments are listed in the date box. A personalized comment can be added to the bottom of the page.

65 Screens advance automatically but you may use the arrow keys to move forward or back. Once you have printed the calendar you will be returned to the Recall List and the patient you were working on will be removed. Once you have printed the calendar you will be returned to the Recall List and the patient you were working on will be removed.

66 Screens advance automatically but you may use the arrow keys to move forward or back. You can create a Referral Activity Report which details the amount of income generated from a referral source. You can create a Referral Activity Report which details the amount of income generated from a referral source. Simply choose a referral source from the list and click the dates you want reflected. Simply choose a referral source from the list and click the dates you want reflected.

67 Screens advance automatically but you may use the arrow keys to move forward or back. The report shows the amounts billable by patient and the total generated from this referral source! The report shows the amounts billable by patient and the total generated from this referral source!

68 Screens advance automatically but you may use the arrow keys to move forward or back. The Fee History Report is a great report that will detail the patients who purchased anything from your fee schedule, the date of purchase and the amount billed. The Fee History Report is a great report that will detail the patients who purchased anything from your fee schedule, the date of purchase and the amount billed. Simply choose a Fee to Analyze from the list and the dates you want reflected. Simply choose a Fee to Analyze from the list and the dates you want reflected.

69 Screens advance automatically but you may use the arrow keys to move forward or back. The report shows the date, patient and amount billed for this fee. The report shows the date, patient and amount billed for this fee.

70 Screens advance automatically but you may use the arrow keys to move forward or back. The Detailed Service report shows the sales of particular items from your Fee Schedule. It can be created by Treatments, Inventory, or Other. The Detailed Service report shows the sales of particular items from your Fee Schedule. It can be created by Treatments, Inventory, or Other.

71 Screens advance automatically but you may use the arrow keys to move forward or back. The Accounts Receivable report can be created by practitioner or partnership and is available in the same format for patient, OHIP, WSIB, and 3 rd Party. The Accounts Receivable report can be created by practitioner or partnership and is available in the same format for patient, OHIP, WSIB, and 3 rd Party.

72 Main Screen Create Appt. Books Adding A New Patient Customize Set Up Help Menus Summary Sheets Reports Patient Activity Support & Updates Click a button above to go to that section. Processing Patient Activity Features: Shortcuts simplify processing patient visits as well as patient defaults that decrease amount of key strokes per visit. Linking features group family members together for group payment and appointments. Patient Activity

73 Screens advance automatically but you may use the arrow keys to move forward or back. Click into Patient Activity, click into the cell for Code or type the corresponding code. Click into Patient Activity, click into the cell for Code or type the corresponding code.

74 Screens advance automatically but you may use the arrow keys to move forward or back. Scroll through the list or type the corresponding code. Scroll through the list or type the corresponding code.

75 Screens advance automatically but you may use the arrow keys to move forward or back. Choose the Activity from the list. Choose the Activity from the list.

76 Screens advance automatically but you may use the arrow keys to move forward or back. Choose the payment received. Choose the payment received.

77 Screens advance automatically but you may use the arrow keys to move forward or back. If your patient has Related Patients linked to their account you will get a Pop Up box appear showing balances owing. If your patient has Related Patients linked to their account you will get a Pop Up box appear showing balances owing.

78 Screens advance automatically but you may use the arrow keys to move forward or back. You can then pay all accounts by clicking into the Payment Option Related Balance. Payments will appear on the Summary Sheet. You can then pay all accounts by clicking into the Payment Option Related Balance. Payments will appear on the Summary Sheet.

79 Screens advance automatically but you may use the arrow keys to move forward or back. The Summary Sheet details the payment broken down for all family members that had money owing in the Related Balance field. The Summary Sheet details the payment broken down for all family members that had money owing in the Related Balance field.

80 Main Screen Create Appt. Books Adding A New Patient Customize Set Up Help Menus Summary Sheets Reports Patient Activity Support & Updates Click a button above to go to that section. Support & Updates Features: No additional costs for Support and Updates No additional costs for Support and Updates Unlimited telephone, fax, and support available Monday – Friday from 7:30 to 5:00 Unlimited telephone, fax, and support available Monday – Friday from 7:30 to 5:00 Free PMP Updates include provincial and industry changes \ requirements, distributed a minimum of once per year. Free PMP Updates include provincial and industry changes \ requirements, distributed a minimum of once per year. Support & Updates

81 Screens advance automatically but you may use the arrow keys to move forward or back. PMP User Survey The full survey is available on our website A survey of PMP users was conducted in 2005 to establish whether their software and support needs were being met as well as the direction that users felt should be pursued. Please follow the link below for the full survey results to find out what our users have to say about us.

82 Main Screen Create Appt. Books Adding A New Patient Customize Set Up Help Menus Summary Sheets Reports Patient Activity Support & Updates Click a button above to go to that section. Thank You for Your Time. Questions and More Information can be Obtained by Contacting: Lauren James Manager PMP Software Development Ontario Chiropractic Association DCs-CARE ( ) ext. 21 Fax


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