ONTARIO CHIROPRACTIC ASSOCIATION ASSOCIATION CHIROPRATIQUE DE L’ONTARIO

ONTARIO CHIROPRACTIC ASSOCIATION ASSOCIATION CHIROPRATIQUE DE L’ONTARIO Patient Management Program Manitoba Version 9.0.0.0

Main AppointmentBook Screen Main Screen • Features: • Personalized Appointment Book for Each Practitioner • Colour Coding for Appointment Type & Status • Access Up to 27 Practitioners

Patient names are colour coded for appointment status.

A coloured corner box indicates the type of appointment the patient is coming for which is customizable by the user.

Access different appointment book dates easily with the appointment book taskbar, highlighted with the yellow box.

Click on a day of the current week or click the down arrow beside the date to pull up the calendar.

Columns across can be customized from 1 to 9 per practitioner with the click of a button.

Creating CustomizedAppointment Books Create Appt. Books • Features: • Customize the Appointment Book by Adding Practitioners of Choice in Specific Order • Create as Many Appointment Books as You Want • Link Appointment Books Together as a Set for Specific Days

The Default Appointment Book with all practitioners. Note the practitioners on the tabs at this time.

Add only the practitioners you wish to access in whichever order you choose. This book was created for the Chiropractors.

You can create as many appointment books as you want. Access different appointment books by pressing the space bar. This book was created for Other Practitioners.

Patient Information &Adding A New Patient Main Screen Adding A New Patient • Features: • ‘Copy from Existing Patient’ option to speed up inputting for common family information • ‘Link’ family members for ease of Appointment Scheduling and Account Payment

This is where you add a New Patient and view / edit Patient Information.

The Related Patient button will link your patients with other family members or other files they have in order to simplify payment and appointment bookings.

Add Related Patients by simply locating family members on the left and double clicking to add them to the list on the right.

The Comment tab is used to store any information you may require about this patient. You may also select comments from a list that you created previously.

Pop Ups are information boxes that will appear on a patient file ‘where’ and ‘when’ you choose, stating whatever information you require about this patient or their appointment.

Here is a Pop Up that was scheduled to pop up on accessing the patient from an on-screen appointment.

This screen is for entering Manitoba Health information.

This screen is for entering Manitoba Public Insurance Information and the creation of MPI Reports.

Here is the MPI Initial Health Care Report creation screen. Many fields are already populated upon entering the form with information that was input in the Patient file.

Here is the completed MPI Initial Health Care Form, created and printed entirely from PMP.

The WCB tab has many similarities to the MPI tab. It requires WCB details and has report creation features.

Here is the WCB Chiropractor’s First Report creation screen. Many fields are already populated upon entering the form with information that was input in the Patient file.

Here is the completed WCB Chiropractor’s First Report.

Full details on personal and secondary EHC information is input on the EHC tab. We also have a personalized envelope feature!

Here is the envelope and label feature. The patient name and address can be edited and a return address added. Labels are produced using a Dymo LabelMaker (purchased separately).

Here is the envelope feature. The patient name and address can be edited and a return address added.

Customizing PMP Setup Customize Set Up • Features: • Customize Office, Practitioner, & Specific Computers • Appointments, Fees, Doctors Hours, & Vacations are editable to your specific needs

The Setup menu gives numerous areas to personalize and setup the PMP to your specifications.

Let’s go to Clinic Defaults

Clinic Defaults is where you setup information regarding your office.

Let’s check out the Treatment part of Fee Schedule

The Treatment Fee Schedule lists all your Practitioner Fees including Patient, Manitoba Health, MPI, and WCB fees.

Add Treatments to your Fee Schedule reflecting your Patient, MH, MPI, and WCB fees.

Let’s go to Statement Comments

Statement Comments are setup so that they can be added to the bottom of patient statements.

Here is a Comment selected for a Patient Statement.

Next we are going into the Vacation / Holiday Schedule

The Vacation / Holiday schedule is where you create holidays (Blue) for the entire office and vacations (Green) per practitioner.

Summary Sheets Summary Sheets • Features: • Summary Sheets can be detailed by either Practitioner, Partnership (practitioners on appointment book) or the Entire Clinic • Summary Sheets are created in a standard format for ease of understanding and readability

The first page of the Daily Summary Sheet details individual transactions as well as next appointment.

The last page of the Daily Summary Sheet shows the totals. Summary Sheets can be detailed by either Practitioner, Partnership (practitioners on appointment book) or the entire Clinic.

The first page of the Yearly Summary Sheet details each Month’s totals.

The last page of the Yearly Summary Sheet breaks Down the yearly Receipts, Billings, and Statistics.

User FriendlyHelp Menus Help Menus • Features: • F1 produces interactive and text help menus • Index, Related Topics and Print options are included • PMP Handbook included in Help menu

Please Note: At present The help menu has been created with Ontario items. This is an ‘Interactive’ help screen. On this screen clicking onto items of question will bring up a detailing of that item.

The help box showing Arrived Information appeared after clicking onto ‘Brian Berrimore’ and details the appointment type colour coding.

Other help menus produce basic screen text relating to the screen you were on when F1(help) was accessed.

ONTARIO CHIROPRACTIC ASSOCIATION ASSOCIATION CHIROPRATIQUE DE L’ONTARIO