PATIENT MANAGEMENT PROGRAM
Doctor Defaults
The Doctor Defaults screen allows you to
personalize the PMP for each Practitioner.
Move down the tab on the left and click into
each box to add or edit information. Some
fields cannot be edited due to security.
The tabs allow you to choose the doctor's
name on the appointment book tab, whether
the AR totals should appear on Summary
Sheets, the default appointment type for each
practitioner, and determine whether a
birthday song to play will play on your
patient’s birthday.
On the Appointment Book tab Appointments that exceed the time slot offers options as to how to
display the appointments within the columns.
Will stay fixed will display extra columns warning you when appointments booked in that
time slot exceed the number of units available for the current practitioner. There is a
maximum of 9 columns. If the number of units exceeds 9 a sad face icon appears as a
warning. Clicking the sad face icon shows the list of hidden appointments.
Will wrap allows appointments that exceed the timeslot to move to the next time interval.
Will wrap and hide will wrap as the choice above but it also hides all appointments that are missed,
rescheduled, cancelled, and postponed.
Named columns will automatically hide invalid appointments.
Appointment Book Configuration will allow practitioners to specify personalized settings.
Time Slot Interval offers 5, 10, 15, and 20
minute intervals.
Columns Across offers 1 – 9 columns.
Available Columns are the named columns
available for use. These are created under
the Setup menu, Named Columns.
Your Named Columns are the columns that
you would like to appear on this
practitioner’s appointment book. Named
columns accept vertical appointment
booking only and can be shared by
practitioners. This allows practitioners
sharing treatment rooms to check availability and see when the room is in use by others.
Practitioners can also set up personalized appointment types and colours in Doctors Defaults.
11
|
Customizing PMP for Your Office