PATIENT MANAGEMENT PROGRAM
Patient Categories
Your office may have different fees for adults, seniors
and students. Assigning Patient Categories will allow
you to bill different fees to different patients
automatically. To create new categories click Setup,
Patient Categories and click onto an unused category.
Click Edit, type the appropriate change and click Save.
To update your changes in the category area you must
close and reopen the program. A maximum of 18
categories can be created.
Once complete, do not delete or change the order of the categories. They are assigned to your
patients based on the order in the list and deleting or changing the order of the categories will
change your patients’ personal information.
Patient Comments
The Patient Comments form is an area that provides
a pick list of standardized comments for use within
the patient file. Comments may include account
details, special patient instructions or other personal
information. You may add individual comments
within the patient files that are unique to that
patient if the pick list comments do not provide
enough information.
Payment Types
Payment Types lists all types of payments accepted
in your office. It is used for selecting the payment
type while posting activity. Payment type can also
be set up as a default in the Patient Information
Contact tab.
18
|
Customizing PMP for Your Office