1. ProtoMED Practice Management and Electronic Medical Records Student Demonstration Software

2. Using the Software
ProtoMED Practice Management and Electronic Medical Records software enables users to …
View schedules
View patient information
View billing information
View payment information
Create reports

3. Viewing Schedules
The Schedule tab provides access for all appointments are entered, edited, and removed
In daily or weekly tab view, double-click the time slot to enter an appointment for existing or new patients
View information by selecting from the drop-down menu options
In maintenance tab, double-click the field to add clinicians, locations, reason codes, and to add and edit schedule templates

4. View Patient Information
In patient screen, double-click a patient’s name to access an existing patient’s information, or click ‘Add’ to add a new patient
The patient pane is divided into 8 tabs for entering information

5. Patient Access - Demographics tab
To enter or change information
Click the ‘Add’ or ‘Edit’ buttons at the bottom of the screen
Click any field to enter information
Click the ‘Save’, ‘Close’ or ‘Exit’ buttons when done
Add Patient Note
Click ‘Add Patient Note’ at the bottom of the screen
Click the field to enter information
Click the ‘Save’, ‘Edit’ or ‘Cancel’ buttons when done

6. Patient Access - Demographics tab (cont’d)
Print Patient Note
Click ‘Print Patient Note’ at the bottom of the screen
Follow the options in the Print Preview box to print
To enter Universal Referral Forms
Click ‘URF’ ‘Edit’ at the bottom of the screen
Click the field to enter information
Click the ‘New’ to create a new referral, enter the information in each field, click ‘Save’ when finished
Click ‘Print’ to print an existing referral

7. Patient Access - Insurance tab
This tab allows you to view, add, edit and delete insurance information
Click ‘Add Ins’ to enter a new provider
Enter the name in the name field, then a pop-up box will open for you to select the appropriate name – click ‘Okay’ to select
Click the field or choose from a drop-down list to enter the necessary information
Click ‘Save’ when finished
Click ‘Edit Ins’ or ‘Delete Ins’ to change existing provider information

8. Patient Access - Charge Ledger tab
This tab provides a list of all charges for a patient
Adding a charge
Click ‘Add’, then select who you would like the charge to be billed to and the form type
Enter all charge related data
To add additional procedures, click on ‘Add Line’ and ‘Continue Entry’ or ‘Add New Line’ to apply the same diagnosis and other codes
Click on the Post Items button at the top of the screen.
Click on Yes to confirm the marked charges.

9. Patient Access - Charge Ledger tab (cont’d)
Editing a charge
Click ‘Edit’, then select who you would like the charge to be billed to and the form type
Click the "Edit" button
Edit the data you want to change.
Click on Post Items
ProtoMED will prompt you to select ‘Yes’ or ‘No’ to rebilling that line item

10. Patient Access - Charge Ledger tab (cont’d)
Removing a charge
Click ‘Delete’ button
Click ‘Yes’ to confirm the deletion
Last Visit
This recalls the last charge entered
modify any data necessary including the date of service
Click on ‘Post’ when finished

11. Patient Access - Responsible Party tab
This screen is automatically populated from the demographic tab – no information can be entered or edited through this tab

12. Patient Access - Appointments tab
This screen shows all scheduled appointments for the selected patient
Information can be sorted by clicking the field title

13. Patient Access - Distributions tab
This screen shows the distribution of payment between patient and insurance provider

14. Patient Access - Contacts tab
This screen shows contact information for the patient, responsible party and other information
To change existing information
Click ‘Edit’, then enter the information into the appropriate field
Click ‘Save’ when finished

15. Patient Access - ProtoCHART tab
This is the electronic medical record builder
This tab allows you to add, edit, delete, print and sign and post information to a patient’s chart
To Add or Edit information
Click ‘Add’ button at the bottom of the screen
Click ‘Chief Complaint’ and select boxes next to all relevant data. (as you click new information, it appears in the box on the lower left of the screen.)
Click ‘Save’ to enter, or ‘Cancel’

16. Patient Access - ProtoCHART tab (cont’d)
Add or Edit information
Click ‘Vitals’ and select boxes next to all relevant data. (as you click new information, it appears in the box on the lower left of the screen.) Adjust the data by using the slider bars, or entry box
Click ‘Save’ to enter, or ‘Cancel’

17. Patient Access - ProtoCHART tab (cont’d)
Add or Edit information
Click ‘Add’
Click ‘ROS’ to review the list of symptoms
Double-click the condition to turn the radio button green, indicating the patient has that symptom
Double-click the condition again to turn the radio button red when the symptom is gone
Click ‘Save’ to enter, or ‘Cancel’
You can also Add, Edit and Delete symptoms by clicking the appropriate buttons

18. Patient Access - ProtoCHART tab (cont’d)
Add or Edit information
Click ‘PMH’ to review the patient’s past medical history
Double-click the condition to turn the radio button green, indicating the patient has that symptom
Double-click the condition again to turn the radio button red when the condition is gone
Click ‘Save’ to enter, or ‘Cancel’
You can also Add, Edit and Delete symptoms by clicking the appropriate buttons

19. Patient Access - ProtoCHART tab (cont’d)
Add or Edit information
Click ‘Family History’ to review the patient’s family history
Double-click the condition to turn the radio button green, then select the relative the condition is attributed to
Double-click the condition again to turn the radio button red when the condition is gone
Click ‘Save’ to enter, or ‘Cancel’
You can also Add, Edit and Delete symptoms by clicking the appropriate buttons

20. Patient Access - ProtoCHART tab (cont’d)
Add or Edit information
Click ‘Social History’ to review the patient’s family history
Double-click the condition to turn the radio button green
Double-click the condition again to turn the radio button red when the condition is gone
Click ‘Save’ to enter, or ‘Cancel’
You can also Add, Edit and Delete symptoms by clicking the appropriate buttons

21. Patient Access - ProtoCHART tab (cont’d)
Add or Edit information
Click ‘Prescriptions’ to enter all medication information
Select from the list of drop-down options
Click ‘Save’ to enter, or ‘Cancel’

22. Patient Access - ProtoCHART tab (cont’d)
Add or Edit information
Click ‘Lab Orders’ to enter any lab requests
Select from the list of drop-down options
Click ‘Save’ to enter, or ‘Cancel’

23. Patient Access - ProtoCHART tab (cont’d)
Add or Edit information
Click ‘Coordination Care’
Enter patient referrals
Enter transfers
Click ‘Save’ or ‘Cancel’

24. Patient Access - ProtoCHART tab (cont’d)
Add or Edit information
Click ‘Superbill’ to enter billing data
Highlight the appropriate service each from the column (to select more than 1 in a column, hold the control key)
Click ‘Save’ to enter, or ‘Cancel’

25. Patient Access - ProtoCHART tab (cont’d)
Superbill
Customize patient records
Click ‘Edit’ to open the review pane
Highlight desired text, then choose from the formatting options at the top of the screen
Click ‘Save’ to enter
Click ‘Sign&Post’ to post the record when finished – you will get a “sign and post successful” pop-up message.
Click ‘Print Record’ to print a copy