PATIENT MANAGEMENT PROGRAM
The following items are found under the Setup menu.
Clinic Defaults
The Clinic Default screen contains the name of your clinic or office and complete address. The default city
and area code will populate new patient files reducing the amount of input required.
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Partnership is for legal business partnerships
only. In most cases you would not have a
checkmark. If in doubt contact the support line.
Use Login is required for security in PMP.
Total Payments on Statements will group
together payments on statements even when
distributed to multiple practitioners in the
patient record.
Stop Reports from auto closing will allow report
choice to remain open to allow for multipractitioner printing of reports.
Show Unit buttons on editing Appointments will
allow vertical and horizontal unit buttons to
appear saving time when scheduling
appointments.
Show Initials on Horizontal Appointments will
allow patient initials to populate all cells for multiple unit appointments so that it is more noticeable
that an appointment is scheduled into a time slot.
Default “From” date on Statements will start printed statements from the date selected.
Popup comments to pop automatically on indicate
where pop ups are designed to appear. Patient pop ups
are information boxes that appear on a patient file
where and when you choose, stating information you
have input and may require about this patient or
appointment. Patient pop ups are created in Patient
Information on the Pop Ups tab. Locations where pop
ups designed to appear are chosen here.
Choose which actions will cause pop ups to appear by check marking items.
Edit Appointment Information. This screen appears after you click on a booked appointment on the
appointment book.
Arrived. The popup will also appear when you arrive a patient on the Appointment Book using the
hotkey of A.
Make an Appointment in this Time Slot. This screen is available when clicking onto an empty time
slot from the appointment book screen.
F2 Add an Appointment. Whenever accessing the F2 Add an Appointment grid.
Patient Activity. Before processing activity.
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Customizing PMP for Your Office