1. Patient Management Program
ONTARIO CHIROPRACTIC ASSOCIATION
ASSOCIATION CHIROPRATIQUE DE L’ONTARIO
Patient Management Program
Ontario Version

2. Main Appointment Book Screen
Features:
Personalized Appointment Book for Each Practitioner
Colour Coding for Appointment Type & Status
Access Up to 27 Practitioners

3. Patient names are colour
coded for appointment status.

4. A coloured corner box indicates
the type of appointment the patient is coming for which is customizable by the user.

5. Access different appointment book dates easily with the appointment book taskbar, highlighted with the yellow box.

6. Click on a day of the current week
or click the down arrow beside the date to pull up the calendar.

7. Click on a day of the current week or click the down arrow beside the date to pull to pull up the calendar.

8. Columns across can be customized from 1 to 9
per practitioner with the
click of a button.

9. Creating Customized Appointment Books
Create
Appt.
Books
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

10. The Default Appointment
Book with all practitioners. Note the practitioners on the tabs at this time.

11. Add only the practitioners you wish to access in whichever order you choose. This book was created for the Chiropractors.

12. You can create as many appointment books as you want
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. Patient Information & Adding A New Patient
Main
Screen
Adding A
New Patient
Patient Information & Adding A New Patient
Features:
‘Copy from Existing’ option to speed up inputting for common family information
‘Link’ family members for ease of Appointment Scheduling and Account Payment

14. This is where you add a
New Patient or view / edit Patient Information.

15. 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. Add Related Patients by simply locating family members on the left and double clicking to add them to the list on the right.

17. 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. 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. Here is a Pop Up that was
scheduled to ‘pop’ upon
accessing the patient from
an on-screen appointment.

20. This screen is for entering
WSIB information.
We also have a personalized envelope and label feature!

21. 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. Full details on personal and
secondary EHC as well as MVA
information are input on the
EHC & MVA tabs.

23. Customizing PMP Setup Features:
Customize
Set Up
Customizing PMP Setup
Features:
Customize Office, Practitioner, & Specific Computers
Appointments, Fees, Doctors Hours, & Vacations are editable to your specific needs

24. The Setup menu
gives numerous
areas to personalize
and setup the PMP
to your specifications.

25. Let’s go to
Clinic Defaults

26. Clinic Defaults
is where you setup
information regarding
your office.

27. Let’s check out
the Treatment part
of Fee Schedule

28. The Treatment Fee Schedule lists all your Practitioner
Fees including Patient fees and WSIB.

29. Add Treatments to your
Fee Schedule reflecting
your Patient fees and
WSIB.

30. Let’s go to
Statement
Comments

31. Statement Comments are setup so that they can be added to the
bottom of patient statements.

32. Here is a Comment
selected for a Patient
Statement.

33. Next we are going into
Vacation / Holiday
Schedule

34. The Vacation / Holiday schedule is where you create holidays
(Blue) for the entire office and vacations (Green) per practitioner.

35. 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

36. The first page of the
Daily Summary Sheet
details individual
transactions as well
as next appointment.

37. The last page
shows the totals.
Summary Sheets can be
detailed by either Practitioner,
Partnership (practitioners on
appointment book) or the
entire Clinic.

38. The first page of the Yearly
Summary Sheet details
each Month’s totals.

39. The last page breaks down
the yearly Receipts, Billings
and Statistics.

40. User Friendly Help Menus
Features:
F1 produces interactive and text help menus
Index, Related Topics and Print options are included
PMP Handbook included in Help menu

41. This is an ‘Interactive’ help
screen. On this screen clicking
onto items of question will bring
up a detailing of that item.

42. The help box showing Arrived
Information appeared after clicking
onto ‘Brian Berrimore’ and details
the appointment type colour coding.

43. Other help menu’s produce
basic screen text relating to the
screen you were on when
F1(help) was accessed.

44. The ‘Help’ menu offers an
option to ‘Start Handbook’.
The handbook contains
basic instructions on PMP
functions and setup
instructions.

45. The handbook will
open in Adobe Reader
and is printable .

46. The ‘About’ menu opens
an interactive screen with
information and links to
PMP, OCA, and other
related websites.

47. Reports
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

48. 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. 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. Utilizing the query is easy. Checkmark
the information you wish to gather.

51. 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. Click Customize to choose
fields for your report.

53. Choose the fields you
require by check marking
the choices on the right.

54. The completed report.

55. 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. The patient address on the
statement will fit into window
envelopes or PMP will remember
the patients so that you can
print labels.

57. Here are the labels for
patients with Balance
Due greater than $100.

58. 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. Recall List, View Patient 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.

60. The Add an Appointment
screen is where you can add
appointments by clicking the
calendar…

61. and time grid

62. The doctor, appointment
type, comments, and status
are all editable.

63. Click Add New Appt. to create
more than one. You can also print
a calendar or list of appointments.
Click Finish when complete.

64. 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. 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. 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.

67. The report shows the
amounts billable by
patient and the total
generated from this
referral source!

68. 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.

69. The report shows
the date, patient
and amount billed
for this fee.

70. The Detailed Service
report shows the sales of
particular items from your
Fee Schedule. It can be
created by Treatments,
Inventory, or Other.

71. The Accounts Receivable
report can be created by
practitioner or partnership
and is available in the
same format for patient,
OHIP, WSIB, and 3rd Party.

72. 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.

73. Click into Patient Activity,
click into the cell for Code
or type the corresponding
code.

74. Scroll through the list or type
the corresponding code.

75. Choose the Activity
from the list.

76. Choose the
payment received.

77. If your patient has ‘Related
Patients’ linked to their
account you will get a Pop
Up box appear showing
balances owing.

78. You can then pay all accounts
by clicking into the Payment
Option Related Balance.
Payments will appear on the
Summary Sheet.

79. The Summary Sheet details the
payment broken down for all
family members that had money
owing in the Related Balance field.

80. Support & Updates No additional costs for Support and Updates
Features:
No additional costs for Support and Updates
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.

81. The full survey is available on our website
PMP User Survey
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.
The full survey is available on our website

82. 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