PMP Manual Manitoba - Jul. 2014 | Page 133

PATIENT MANAGEMENT PROGRAM Extracting a Practitioner This program will extract a practitioner from your Patient Management Program. This means that the practitioner will be removed as well as all patients who have that practitioner as their Doctor of Record. All transaction history with the extracted practitioner will be removed. A copy of the patient file will remain on the system when the patient has been treated by another practitioner in your office. All transaction history with the other practitioners will also remain. You will be prompted to assign a new Doctor of Record during the extraction process for all the patients who have been treated by another practitioner in your office. During the extraction process a backup will be created for the extracted practitioner that includes the practitioner, his/her patients, all transaction history with the extracted practitioner, and a copy of any patient files belonging to other practitioners if the patient was treated by the extracted practitioner. Only treatments with the extracted practitioner will be included. The backup can then be used by the departing practitioner to install in his/her own PMP program. There is no charge for this utility. Order by contacting PMP Support. Merging Existing PMP Users On occasion practitioners will join forces and combine their existing practices. If they are both using PMP we have a process to combine the separate PMP’s into one database. Additional charges apply. Contact support for details. Convert Case PMP has a function to create forms and letters to your patients which are personalized with information pulled from the patient file. If your patient information was input using UPPERCASE text the documents you create will look like form letters and will not appear personalized. We have a fix for that! A utility program has been created that will change all patient information to title case, the appropriate combination of uppercase and lowercase. This utility is available at no charge from www.alpha.to/dl/convertcase.exe. Running the Convert Case Program Once you have downloaded the program locate and double click the Backup SQL icon. Click the Restore tab in the backup program. Choose 8. Other and then click the down arrow to the right of Look in, choose the location where the file was saved. Click BUConvertCase.zip. Click Open. You will be returned to the Restore screen. 133 | Cleaning Up Your PMP