PATIENT MANAGEMENT PROGRAM
Add or Edit Practitioners on Appointment Books
To add a new or edit practitioners go to the Setup menu, Appointment Book. Double click the
appointment book on the left that you with to edit. The middle column will populate with the names of
practitioners in this book. Checkmark a name in the right column to add, or click the checkmark to remove
a practitioner from the book. Change the order of the practitioners by clicking the red arrows. Click Save
followed by OK. Close and reopen PMP to view your changes.
Appointment Colours
This area is linked to the appointment book and defines
which colour represents which type of appointment.
The colours chosen appear in the bottom left hand
corner of booked appointments on the appointment
book.
Appointment colours can be created for the Clinic or
Practitioner. PMP offers eight colours. Determine which
appointment colour is to be associated with which
Appointment Type. Define the Screen Text which is a
short form of the appointment name. It is used on
reports regarding appointment colours.
Appointment Comments
Appointment Comments are used to create a pick list of
standardized comments for use when setting up patient
appointments.
Rooms can be booked on a regular basis for particular
patients and notes such as Room 1 or 2 only will assist in
increasing patient satisfaction. These comments may
also be used for messages between staff. For example, if
a patient says he or she will pay next visit, when booking
the next appointment the staff member adds the word
‘Collect’ to the comment area.
Appointment Types
This area allows you to create appointments that are
available in your office. Appointment types can be created
for the Clinic or Practitioner. Units specify how many
appointment cells an appointment will require. ISV
determines if an appointment will be schedule horizontal or
vertical.
ISV = is vertical
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Customizing PMP for Your Office