ONTARIO CHIROPRACTIC ASSOCIATION ASSOCIATION CHIROPRATIQUE DE L’ONTARIO

Screens advance automatically but you may use the arrow keys to move forward or back.

ONTARIO CHIROPRACTIC ASSOCIATIONASSOCIATION CHIROPRATIQUE DE L’ONTARIO

Patient Management Program

Eastern Eastern Canada Canada Version Version 9.0.0.09.0.0.0

MainScreen

CreateAppt.Books

Adding ANew Patient

CustomizeSet Up

HelpMenus

SummarySheets

ReportsPatientActivity

Support &Updates

Features:Features:

Personalized Appt Book for Each Personalized Appt Book for Each Practitioner Practitioner

Colour Coding for Appt Type & StatusColour Coding for Appt Type & Status

Access Up to 27 PractitionersAccess Up to 27 Practitioners

Main AppointmentMain AppointmentBook ScreenBook Screen

MainScreen


Patient names are colour coded for appointment status.

Patient names are colour coded for appointment status.


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

A coloured corner box indicatesthe 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.

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


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

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


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

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


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

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

MainScreen

CreateAppt.Books

Adding ANew Patient

CustomizeSet Up

HelpMenus

SummarySheets


Support &Updates

Creating CustomizedCreating CustomizedAppointment BooksAppointment Books

Features: Features:

Customize the Appointment Book by Adding Practitioners of Choice in Specific Orders

Create as Many Appointment Books as You Want

Link Appointment Books Together as a Set for Specific Days

CreateAppt.Books


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

The Default AppointmentBook 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.

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 the massage therapists.

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

MainScreen

CreateAppt.Books

Adding ANew Patient

CustomizeSet Up

HelpMenus

SummarySheets


Support &Updates

Patient Information &Patient Information &Adding A New PatientAdding A New PatientFeatures:Features:

‘‘Copy from Existing’ option to speed up Copy from Existing’ option to speed up inputting for common family information inputting for common family information

‘‘Link’ family members for ease of Link’ family members for ease of Appointment Scheduling and Account Appointment Scheduling and Account PaymentPayment

MainScreen

Adding ANew Patient


This is where you add aNew Patient or view or edit Patient Information.

This is where you add aNew Patient or view or 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.

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.

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 area can beused for any information youneed regarding this patient.You may also select comments from a list thatyou created previously.

The Comment area can beused for any information youneed regarding this patient.You may also select comments from a list thatyou created previously.


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

Pop Ups are information boxes that willappear 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 wasscheduled to ‘pop’ upon accessing the patient from an on-screen appointment.

Here is a Pop Up that wasscheduled to ‘pop’ upon accessing the patient from an on-screen appointment.


This screen is for enteringWCB information.

This screen is for enteringWCB information.

We also have a personalized envelope and label feature!

We also have a personalized envelope and label feature!


Here is the envelope and label feature. The patientname and address can be edited and a return address added.

Labels are produced using a Dymo LabelMaker (purchased separately).

Here is the envelope and label feature. The patientname and address can be edited and a return address added.

Labels are produced using a Dymo LabelMaker (purchased separately).


Full details on personal andsecondary EHC as well as MVAinformation are input on theEHC & MVA tabs.

Full details on personal andsecondary EHC as well as MVAinformation are input on theEHC & MVA tabs.

MainScreen

CreateAppt.Books

Adding ANew Patient

CustomizeSet Up

HelpMenus

SummarySheets


Support &Updates

Customizing PMP Customizing PMP SetupSetup

Features:Features:

Customize Office, Practitioner, & Specific Customize Office, Practitioner, & Specific ComputersComputers

Appointments, Fees, Doctors Hours, & Appointments, Fees, Doctors Hours, & Vacations are editable to your specific Vacations are editable to your specific needsneeds

CustomizeSet Up


The Setup menugives numerous areas to personalizeand setup the PMPto your specifications.

The Setup menugives numerous areas to personalizeand setup the PMPto your specifications.


Let’s go to Clinic Defaults

Let’s go to Clinic Defaults


Clinic Defaultsis where you setupinformation regarding your office.

Clinic Defaultsis where you setupinformation regarding your office.


Let’s check outthe Treatment partof Fee Schedule

Let’s check outthe Treatment partof Fee Schedule


The Treatment Fee Schedule lists all your PractitionerFees including Patient fees and WCB.

The Treatment Fee Schedule lists all your PractitionerFees including Patient fees and WCB.


Add Treatments to yourFee Schedule reflecting your Patient fees and WSIB.

Add Treatments to yourFee Schedule reflecting your Patient fees and WSIB.


Let’s go to Statement Comments

Let’s go to Statement Comments


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

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


Here is a Commentselected for a PatientStatement.

Here is a Commentselected for a PatientStatement.


Next we are going into Vacation / HolidaySchedule

Next we are going into Vacation / HolidaySchedule


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

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

MainScreen

CreateAppt.Books

Adding ANew Patient

CustomizeSet Up

HelpMenus

SummarySheets


Support &Updates

Summary SheetsSummary SheetsFeatures: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

SummarySheets


The first page of theDaily Summary Sheetdetails individual transactions as wellas next appointment.

The first page of theDaily Summary Sheetdetails individual transactions as wellas next appointment.


The last pageshows the totals.

The last pageshows the totals.

Summary Sheets can be detailed by either Practitioner,Partnership (practitioners on appointment book) or the entire Clinic.

Summary Sheets can be detailed by either Practitioner,Partnership (practitioners on appointment book) or the entire Clinic.


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

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


The last page breaks downthe yearly Receipts, Billingsand Statistics.

The last page breaks downthe yearly Receipts, Billingsand Statistics.

MainScreen

CreateAppt.Books

Adding ANew Patient

CustomizeSet Up

HelpMenus

SummarySheets


Support &Updates

User FriendlyUser FriendlyHelp MenusHelp Menus

HelpMenus

Features:Features:

F1 produces interactive and text help F1 produces interactive and text help menusmenus

Index, Related Topics and Print options Index, Related Topics and Print options are included are included

PMP Handbook included in Help menuPMP Handbook included in Help menu


This is an ‘Interactive’ help screen. On this screen clickingonto items of question will bringup a detailing of that item.

This is an ‘Interactive’ help screen. On this screen clickingonto items of question will bringup a detailing of that item.

Please Note: At presentThe help menu has beencreated with Ontario items.

Please Note: At presentThe help menu has beencreated with Ontario items.


The help box showing ArrivedInformation appeared after clickingonto ‘Brian Berrimore’ and detailsthe appointment type colour coding.

The help box showing ArrivedInformation appeared after clickingonto ‘Brian Berrimore’ and detailsthe appointment type colour coding.


Other help menus producebasic screen text relating to thescreen you were on whenF1(help) was accessed.

Other help menus producebasic screen text relating to thescreen you were on whenF1(help) was accessed.


The ‘Help’ menu offers an option to ‘Start Handbook’.The handbook contains basic instructions on PMPfunctions and setupinstructions.

The ‘Help’ menu offers an option to ‘Start Handbook’.The handbook contains basic instructions on PMPfunctions and setupinstructions.


The handbook will open in Adobe Reader and is printable .

The handbook will open in Adobe Reader and is printable .


The ‘About’ menu opensan interactive screen withinformation and linksto PMP, OCA and generallyrequired websites.

The ‘About’ menu opensan interactive screen withinformation and linksto PMP, OCA and generallyrequired websites.

MainScreen

CreateAppt.Books

Adding ANew Patient

CustomizeSet Up

HelpMenus

SummarySheets


Support &Updates

ReportsReports

Features:Features:

PMP offers you over 27 different reports, most of them available by practitioner with date and other options

Choice of Reports that are customizable and show only the information you have chosen

Reports


A Patient Query Report is an area wherethe user can create customized reportscovering a multitude of criteria with onlythe required information.

A Patient Query Report is an area wherethe user can create customized reportscovering a multitude of criteria with onlythe required information.


This tool is very helpful when you needspecific information such as a new patientlist between specified dates, or a report of patients that will become seniors this year.This area is a favourite of many PMP users.

This tool is very helpful when you needspecific information such as a new patientlist between specified dates, or a report of patients that will become seniors this year.This area is a favourite of many PMP users.


Utilizing the query is easy, checkmarkthe information you wish to gather.

Utilizing the query is easy, checkmarkthe information you wish to gather.


This query will produce a listof patients who have a balancegreater than $100.00 and are responsible for their own accounts(i.e.. not an MVA patient).

This query will produce a listof patients who have a balancegreater than $100.00 and are responsible for their own accounts(i.e.. not an MVA patient).


Click Customize to choosefields for your report.

Click Customize to choosefields for your report.


Choose the fields yourequire by check markingthe choices on the right.

Choose the fields yourequire by check markingthe choices on the right.


The completed report.The completed report.


PMP will remember the chosen patients from queries and produce statements for them.These statements are for the patients with a Balance Duegreater than $100.00.

PMP will remember the chosen patients from queries and produce statements for them.These statements are for the patients with a Balance Duegreater than $100.00.


The patient address on thestatement will fit into windowenvelopes or PMP will rememberthe patients so that you canprint labels.

The patient address on thestatement will fit into windowenvelopes or PMP will rememberthe patients so that you canprint labels.


Here are the labels forpatients with BalanceDue greater than $100.

Here are the labels forpatients with BalanceDue greater than $100.


The Past Due Recall List is anactive screen which allows usersto edit patient appointments whilerecalling them. Simply click onto apatient name to go into theirappointment screen.

The Past Due Recall List is anactive screen which allows usersto edit patient appointments whilerecalling them. Simply click onto apatient name to go into theirappointment screen.


Once in the Patient File you cancreate, edit or delete appointments.The Add an appointment button on the left will allow the user to add oneor more appointments.

Once in the Patient File you cancreate, edit or delete appointments.The Add an appointment button on the left will allow the user to add oneor more appointments.

Recall List, View Patient Appointments…Recall List, View Patient Appointments…


The Add an Appointment screen is where you can addappointments by clicking the calendar,

The Add an Appointment screen is where you can addappointments by clicking the calendar,


and time gridand time grid


The doctor, appointmenttype, comments, and statusare all editable.

The doctor, appointmenttype, comments, and statusare all editable.


Click Add New Appt. to createmore than one. You can also printa calendar or list of appointments. Click Finish when complete.

Click Add New Appt. to createmore than one. You can also printa calendar or list of appointments. Click Finish when complete.


Here the appointment calendar shows twomonths per page. The appointments are listed in the date box. A personalizedcomment can be added to the bottom of the page.

Here the appointment calendar shows twomonths per page. The appointments are listed in the date box. A personalizedcomment can be added to the bottom of the page.


Once you have printed the calendaryou will be returned to the RecallList and the patient you were workingon will be removed.

Once you have printed the calendaryou will be returned to the RecallList and the patient you were workingon will be removed.


You can create a Referral Activity Report which details the amount of income generated from a referral source.

You can create a Referral Activity Report which details the amount of income generated from a referral source.

Simply choose a referral source from the listand click the dates you want reflected.

Simply choose a referral source from the listand click the dates you want reflected.


The report shows the amounts billable bypatient and the total generated from this referral source!

The report shows the amounts billable bypatient and the total generated from this referral source!


The Fee History Report is a great report that will detail the patients who purchased anything from your fee schedule, the date of purchase and the amount billed.

The Fee History Report is a great report that will detail the patients who purchased anything from your fee schedule, the date of purchase and the amount billed.

Simply choose a Fee to Analyze from the list and the dates you want reflected.

Simply choose a Fee to Analyze from the list and the dates you want reflected.


The report showsthe date, patientand amount billedfor this fee.

The report showsthe date, patientand amount billedfor this fee.


The Detailed Servicereport shows the sales ofparticular items from your Fee Schedule. It can be created by Treatments,Inventory, or Other.

The Detailed Servicereport shows the sales ofparticular items from your Fee Schedule. It can be created by Treatments,Inventory, or Other.


The Accounts Receivable report can be created by practitioner or partnershipand is available in thesame format for patient,OHIP, WC, and 3rd Party.

The Accounts Receivable report can be created by practitioner or partnershipand is available in thesame format for patient,OHIP, WC, and 3rd Party.

MainScreen

CreateAppt.Books

Adding ANew Patient

CustomizeSet Up

HelpMenus

SummarySheets


Support &Updates

Processing Patient Processing Patient ActivityActivity

Features:Features:

Shortcuts simplify processing patient visits as well as patient defaults that decrease amount of key strokes per visit.

‘Linking’ features group family members together for group payment and appointments.

PatientActivity


Click into Patient Activity,click into the cell for Codeor type the correspondingcode.

Click into Patient Activity,click into the cell for Codeor type the correspondingcode.


Scroll through the list or type the corresponding code.

Scroll through the list or type the corresponding code.


Choose the Activity from the list.

Choose the Activity from the list.


Choose thepayment received.

Choose thepayment received.


If your patient has ‘RelatedPatients’ linked to theiraccount you will get a PopUp box appear showingbalances owing.

If your patient has ‘RelatedPatients’ linked to theiraccount you will get a PopUp box appear showingbalances owing.


You can then pay all accountsby clicking into the Payment Option Related Balance. Payments will appear on the Summary Sheet.

You can then pay all accountsby clicking into the Payment Option Related Balance. Payments will appear on the Summary Sheet.


The Summary Sheet details the payment broken down for allfamily members that had money owing in the Related Balance field.

The Summary Sheet details the payment broken down for allfamily members that had money owing in the Related Balance field.

MainScreen

CreateAppt.Books

Adding ANew Patient

CustomizeSet Up

HelpMenus

SummarySheets


Support &Updates

Support & UpdatesSupport & UpdatesFeatures:Features:

NoNo additional costs for Support and additional costs for Support and UpdatesUpdates

UnlimitedUnlimited telephone, fax, and e-mail telephone, fax, and e-mail support available Monday – Friday from support available Monday – Friday from 7:30 to 5:00 7:30 to 5:00

FreeFree PMP Updates include provincial PMP Updates include provincial and industry changes \ requirements, and industry changes \ requirements, distributed a minimum of once per year. distributed a minimum of once per year.

Support &Updates


PMP User Survey

A survey of PMP users was conducted in A survey of PMP users was conducted in

2005 to establish whether their software and 2005 to establish whether their software and

support needs were being met as well as the support needs were being met as well as the

direction that users felt should be pursed. direction that users felt should be pursed.

Please follow the link below for the full Please follow the link below for the full

survey results to find out what our users survey results to find out what our users

have to say about us.have to say about us.

The full survey is available on our website The full survey is available on our website www.chiropractic.on.cawww.chiropractic.on.ca..

MainScreen

CreateAppt.Books

Adding ANew Patient

CustomizeSet Up

HelpMenus

SummarySheets


Support &Updates

Thank You for Your Time.

Questions and More Information can be

Obtained by Contacting:

Lauren JamesManager PMP Software Development

Ontario Chiropractic Association1 877- DCs-CARE (327-2273) ext. 21

Fax 905 [email protected]

Documents

ONTARIO CHIROPRACTIC ASSOCIATION ASSOCIATION CHIROPRATIQUE DE L’ONTARIO