PATIENT MANAGEMENT PROGRAM
Pop Ups
Pop Ups are information boxes that will appear on a patient file where and when you choose, stating
information you have input and may require about this patient or their appointment. Patient pop ups are
created in the Patient Information Pop Ups tab.
The option of when and where pop ups appear is selected in the Setup menu, Clinic Defaults. See
page 11.
To Add Pop Ups get into the Patient Information file and click the Pop Ups tab.
Click Add.
To choose when you would like the Pop Up to appear, click the button number of your choice. You will
need to edit the date for items 2, 3, and 4, and add in a number for items 5 and 6.
Pop Up When Options:
1. Will pop every time until deleted.
2. Will pop only on the chosen date. If the patient file is not accessed that day the Pop up will be deleted.
3. Will pop only once, the first time the patient is accessed on or after the date chosen.
4. Will pop only that week for as many times as the patient is accessed.
5. This pop up pops only after X number of visits has been posted. Note: Items from the Fee Schedule
listed under Inventory or Other are not considered visits.
6. This pop up will appear every time after the date chosen until the new month starts and reoccurs
every subsequent month until it is deleted.
Once you have selected the appropriate choice click OK. Click into the Pop Up Comment box and the type
the comment you would like to appear. You may type up to 5 lines of text for each pop up.
To choose a default pop up comment click onto the comment of choice from the list on the right and click
Copy Selected. The default comment will copy into the Pop Up Comment box. Click Save.
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Advanced Features within the Patient File