PMP Manual Manitoba - Jul. 2014 | Page 3

PATIENT MANAGEMENT PROGRAM Contents Additional Help ........................................................................................................................................................ 5 Getting Into PMP ..................................................................................................................................................... 5 Main Appointment Screen Description ............................................................................................................ 6 Main Screen Appointment Book .............................................................................................................................. 6 Moving Around the Appointment Book................................................................................................................... 9 Hotkeys from the Appointment Book ...................................................................................................................... 9 Function Keys ........................................................................................................................................................... 9 Customizing PMP for Your Office ................................................................................................................... 10 Creating Letterhead ............................................................................................................................................... 10 Clinic Defaults ........................................................................................................................................................ 11 Doctor Defaults ...................................................................................................................................................... 12 Computer Defaults ................................................................................................................................................. 13 Other Setup Menu Options .................................................................................................................................... 13 Fee Classes ............................................................................................................................................................. 17 Appointments ................................................................................................................................................ 24 Book an Appointment by Clicking into a Timeslot ................................................................................................. 24 F2 Appointment Grid ............................................................................................................................................ 25 Appointment Booking after Posting Activity .......................................................................................................... 26 F3 Show Our Day .................................................................................................................................................... 26 Appointment Status ............................................................................................................................................... 28 Changing the Appointment Status ......................................................................................................................... 28 Rescheduling Appointments .................................................................................................................................. 29 Hide Invalid Appointment ...................................................................................................................................... 29 Multiple Appointment Booking.............................................................................................................................. 30 Posting Activity .............................................................................................................................................. 35 Accessing Patient Activity ...................................................................................................................................... 35 Posting Patient Transactions .................................................................................................................................. 36 Posting Payments Only .......................................................................................................................................... 38 Patients Who Do Not Have Appointments (Walk-Ins) ........................................................................................... 39 HST / PST / GST ...................................................................................................................................................... 39 Discount ................................................................................................................................................................. 40 Refunds .................................................................................................................................................................. 41 Activity Date ........................................................................................................................................