PATIENT MANAGEMENT PROGRAM
The following items are found under the Setup menu.
Clinic Defaults
The Clinic Default screen contains the name of your clinic or office and complete address. The default city
and area code will populate new patient files reducing the amount of input required.
Partnership is for legal business partnerships only.
In most cases you would not have a checkmark. If in
doubt contact the support line.
Use Login is required for security in PMP.
Total Payments on Statements will group together
payments on statements even when distributed to
multiple practitioners in the patient record.
Stop Reports from auto closing will allow report
choice to remain open to allow for multipractitioner printing of reports.
Show Unit buttons on editing Appointments will
allow vertical and horizontal unit buttons to appear
saving time when scheduling appointments.
Show Initials on Horizontal Appointments will
allow patient initials to populate all cells for
multiple unit appointments so that it is more noticeable that an appointment is scheduled into a time
slot.
Default “From” date on Statements will start printed statements from the date selected.
Popup comments to pop automatically on indicate
where pop ups are designed to appear. Patient pop ups
are information boxes that appear on a patient file where
and when you choose, stating information you have input
and may require about this patient or appointment.
Patient pop ups are created in Patient Information on the
Pop Ups tab. Locations where pop ups designed to
appear are chosen here.
Choose which actions will cause pop ups to appear by check marking items.
Edit Appointment Information. This screen appears after you click on a booked appointment on
the appointment book.
Arrived. The popup will also appear when you arrive a patient on the Appointment Book using the
hotkey of A.
Make an Appointment in this Time Slot. This screen is available when clicking onto an empty time
slot from the appointment book screen.
F2 Add an Appointment. Whenever accessing the F2 Add an Appointment grid.
Patient Activity. Before processing
11
|
Customizing PMP for Your Office