PMP Manual National - Jul. 2014 | Page 3

PATIENT MANAGEMENT PROGRAM

TIENT MANAGEMENT PROGRAM

Contents
Getting Into PMP ..................................................................................................................................................... 4
Main Appointment Screen Description ........................................................................................................ 5
Main Screen Appointment Book .............................................................................................................................. 5
Moving Around the Appointment Book .................................................................................................................... 8
Function Keys .......................................................................................................................................................... 8
Customizing PMP for Your Office ................................................................................................................ 9
Creating Letterhead ................................................................................................................................................. 9
Clinic Defaults ........................................................................................................................................................ 10
Doctor Defaults ...................................................................................................................................................... 11
Computer Defaults ................................................................................................................................................. 12
Other Setup Menu Options .................................................................................................................................... 12
Appointments .......................................................................................................................................... 22
Book an Appointment by Clicking into a Timeslot .................................................................................................. 22
F2 Appointment Grid ............................................................................................................................................. 23
Appointment Booking after Posting Activity .......................................................................................................... 24
F3 Show Our Day ................................................................................................................................................... 24
Appointment Status ............................................................................................................................................... 26
Changing the Appointment Status ......................................................................................................................... 26
Rescheduling Appointments .................................................................................................................................. 27
Hide Invalid Appointment ...................................................................................................................................... 27
Multiple Appointment Booking .............................................................................................................................. 28
Posting Activity ........................................................................................................................................ 33
Accessing Patient Activity ...................................................................................................................................... 33
Posting Patient Transactions .................................................................................................................................. 34
Posting Payments Only .......................................................................................................................................... 36
Patients Who Do Not Have Appointments (Walk-Ins) ..............................................................................................37
HST / PST / GST.......................................................................................................................................................37
Discount................................................................................................................................................................. 38
Refunds .................................................................................................................................................................. 39
Activity Date .......................................................................................................................................................... 41
Editing and Deleting Transactions .......................................................................................................................... 41
Transfers ................................................................................................................................................................ 42
Returned Cheques...................................................................................................................