PATIENT MANAGEMENT PROGRAM
When creating an Appointment Book, choose the
practitioners to be included by clicking the box to the left of
the practitioners’ name in the right hand column. The names
will appear in the middle column in the field below New
Appointment Book. You can change the order of the
practitioners by clicking the red arrows. An appointment
book can have up to nine practitioner names across the top.
Type a name for the Appointment Book and click Save. The
named Appointment Book will appear in the field below
Appointment Books on File. Click OK.
Create Appointment Book Sets
The next step is to combine your appointment book(s) into a set. This feature can be used to group
together Appointment Books that you have created. For instance you may have an Appointment Book Set
named Practitioners which contains the separate appointment books of Chiropractors, Massage Therapists
and Other Practitioners.
Another option for an appointment book set could be the days
of the week. Appointment Book Sets are also useful if you have
more than one location using the same PMP. Each press of the
space bar changes the Appointment Book to the next one in
the Appointment Book Set.
To create an Appointment Book Set choose the appointment
book(s) to be included in the set by clicking the box to the left
of the name in the right hand column The names of the
appointment books will appear in the middle column below New Appointment Book Set. You can change
the order of the books by clicking the red arrows. Type a name for the Appointment Book Set and click
Save. The named Appointment Book Set will appear in the field below Appointment Book Sets on File.
Click OK.
Loading Appointment Book Sets
There are two ways to load Appointment Book Sets:
For Today Only. A specific Appointment Book Sets will
need to be loaded each time you open PMP. Click Set
Up, Appointment Book Sets, Load an Appointment
Book Set. A pop up window will appear entitled Load
an Appointment Book Set. Click the appropriate book.
Click OK.
Every Time. The chosen set will appear every time you
open PMP. Click Setup, Computer Defaults. Click the
down arrow to the right of Default Appointment Book
Set. Select the appropriate set for this computer. Close
and reopen PMP to view this change. Note: This procedure must be done at each computer using
PMP.
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Customizing PMP for Your Office