Copyright 2012 Pulse Systems, Inc. Page 1 of 21
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1 The Month Closing function summarizes and stores end-of-month data in a form that you can display or print at a later date. The Month Closing function determines which transactions are included in a particular month, based on transaction dates. All transactions must be verified before being considered for month closing. Charges are included if the date of service is either in the month being closed or in a previously closed month. Payments and adjustments are included if the posting date is in the month being closed or in a previously closed month. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 21
2 With the PulsePro application opened, click the Processing group on the navigation pane. Copyright 2012 Pulse Systems, Inc. Page 2 of 21
3 Click the Month closing icon in the Processing group. Copyright 2012 Pulse Systems, Inc. Page 3 of 21
4 The Month Closing dialog box appears. To begin, select the company for which this month closing will be performed by clicking the down arrow on the For Company field. Copyright 2012 Pulse Systems, Inc. Page 4 of 21
5 Select the desired company from the list. Copyright 2012 Pulse Systems, Inc. Page 5 of 21
6 The Month Closing procedure must be performed separately for each company in your practice for each month throughout the year. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 6 of 21
7 Verify that the next month to be closed is accurate. If this is incorrect, Exit and immediately call Pulse Support. Copyright 2012 Pulse Systems, Inc. Page 7 of 21
8 The Re-Open Previous Month button may be performed if there are additional transactions that absolutely NEED to be included in the previous month s totals. This option is not enabled unless it is setup in the SITEFILE. Copyright 2012 Pulse Systems, Inc. Page 8 of 21
9 There are two options for closing the month for the selected company. First, Clicking the Process Now button will immediately run the Month Closing process. Copyright 2012 Pulse Systems, Inc. Page 9 of 21
10 Or the more popular option is to click the Ready to Run After Hours button which will schedule the Month Closing to run tonight after all other scheduled processing is complete. Copyright 2012 Pulse Systems, Inc. Page 10 of 21
11 The schedule dialog displays. Copyright 2012 Pulse Systems, Inc. Page 11 of 21
12 The Month Close task must be configured by the Pulse Support department in the pulse scheduler program to run in coordination with other events in the evening. Do NOT use the Ready to Run after hours function until you have confirmed that this task has been configured by the Pulse Support department. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 12 of 21
13 Click Yes to close the month tonight or No to cancel this function. Copyright 2012 Pulse Systems, Inc. Page 13 of 21
14 A dialog appears confirming the month close has been scheduled for the selected company. Copyright 2012 Pulse Systems, Inc. Page 14 of 21
15 Now that the month close has been scheduled for the selected company, two additional buttons become active. Click the View Scheduled List button. Copyright 2012 Pulse Systems, Inc. Page 15 of 21
16 The list opens displaying all scheduled month closes by company. Copyright 2012 Pulse Systems, Inc. Page 16 of 21
17 If you want to cancel the scheduled close for the selected company, click the Not Ready to Run After Hours button. Copyright 2012 Pulse Systems, Inc. Page 17 of 21
18 Click Yes to remove this scheduled month close for the selected company or no to leave scheduled. We will click no and leave this company scheduled. Copyright 2012 Pulse Systems, Inc. Page 18 of 21
19 Now, continue scheduling or processing the additional companies you have configured in your practice. When complete, click the Exit button. Copyright 2012 Pulse Systems, Inc. Page 19 of 21
20 If you have selected the Ready to Run After Hours option and scheduled the Month Close, it is important that you confirm the process completed successfully the following morning via the Message Log Workbench. Please see the PACE lesson discussing the Message Log Workbench. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 20 of 21
21 The month close will now be performed tonight for the scheduled companies. You are now familiar with the Month Close process in PulsePro. Copyright 2012 Pulse Systems, Inc. Page 21 of 21
The Collections Workbench can be used to view and manage accounts. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc.
The Collections Workbench can be used to view and manage accounts. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 28 To begin, it is assumed that you are logged in the PulsePro
Copyright 2012 Pulse Systems, Inc. Page 1 of 31
When you have finished reviewing accounts and are ready to follow up on the past-due balances through one of the actions provided in PulsePro. Often, a patient incurs a large balance that they cannot pay,
Copyright 2012 Pulse Systems, Inc. Page 1 of 33
The Payment Review module is used to reconcile payments, prepare deposits, and verify finished payments. After a batch of payments has been reconciled, the payments must be moved to the Deposited state
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The Procedures Table stores information about the Current Procedural Terminology, or CPT, procedure codes which are used in your practice. There are some CPT codes that are consistently used as a group.
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In some cases, an insurance carrier may require a different Payer ID number based on the facility where the services are performed for your patient. This could be applicable at the carrier level, or may
Use the Accounts Payable module to print a batch of refund checks to a patient or insurance company and verify the batch. Click anywhere to continue
Use the Accounts Payable module to print a batch of refund checks to a patient or insurance company and verify the batch. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 45 With
Copyright 2012 Pulse Systems, Inc. Page 1 of 46
If the patient calls for an appointment, whether or not related to the recall reason, the user will be reminded of the recall and can schedule the examination at the same time. The user can also mark that
Copyright 2012 Pulse Systems, Inc. Page 1 of 64
The Pulse IQ data cubes in combination with Excel Pivot Tables provide an excellent resource for compiling and presenting information for the financial and appointment data housed in the PulsePro PRMS
Copyright 2012 Pulse Systems, Inc. Page 1 of 46
When a payment is received on a claim, insurance companies typically include and Explanation of Benefits, or EOB, to detail the manner in which the claim was paid. The EOB is then recorded in the system.
Copyright 2012 Pulse Systems, Inc. Page 1 of 94
Scheduling Templates may contain several layers of detail records. Use the Template Tab in the Staff and Physician tables to create and edit detail records for a template. Click anywhere to continue Copyright
Copyright 2012 Pulse Systems, Inc. Page 1 of 41
An office will schedule linked appointments when a patient needs to see several doctors during the course of one extensive visit. In the process of scheduling linked appointments, the openings display
Click anywhere to continue
The Facility Table stores information about where your doctors provide patient services. The system uses this information when posting charges and generating insurance claims. You must configure at least
Copyright 2012 Pulse Systems, Inc. Page 1 of 14
Setting the viewer allows users to set their personal preferences and helps prevent appointment booking oversights, such as double-booking a resource or scheduling a patient appointment at an incorrect
Copyright 2012 Pulse Systems, Inc. Page 1 of 39
The PulsePro Transcription module provides a method of creating and storing patient transcription documents within the PulsePro database. The Transcription Filter screen allows the user to display a list
Click anywhere to continue
The Security Manager is used to create a means of managing the permission levels for all the users that will be working with the system. These users are assigned to Roles, for which permissions are defined.
Click anywhere to continue
The Security Manager in Pulse Patient Relationship Management System is used to create a means of managing the permission levels for all the users that will be working with the system. These users are
Copyright 2012 Pulse Systems, Inc. Page 1 of 51
The PulsePro Transcription module provides a method of creating and storing patient transcription documents within the PulsePro database. First the Header information must be added, and then the selected
Copyright 2012 Pulse Systems, Inc. Page 1 of 21
The PulsePro Transcription module provides a method of creating and storing patient transcription documents within the PulsePro database. Use the Dictation functions to preview and listen to wave files
Copyright 2012 Pulse Systems, Inc. Page 1 of 52
Use the My Appointment List function to create and edit the appointment lists available from the User Dashboard, Patient Dashboard, and PulseMobile PDA Device. Click anywhere to continue Copyright 2012
PQRS - Reports Monday, June 17, 2013
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Use the Template Editor function to create and maintain templates used in the e-note module. Click anywhere to continue
Use the Template Editor function to create and maintain templates used in the e-note module. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 79 To begin working within the configuration
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Copyright 2012 Pulse Systems, Inc. Page 1 of 32 Welcome to the Register Provider lesson using PQRS. Click Continue to proceed. Copyright 2012 Pulse Systems, Inc. Page 2 of 32 Use the Register Provider
Copyright 2012 Pulse Systems, Inc. Page 1 of 29
Use the CCD Control to receive and distribute a patient's "Continuity of Care Document" which contains the recorded medical history from a particular facility. Click anywhere to continue Copyright 2012
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Copyright 2012 Pulse Systems, Inc. Page 1 of 28
Welcome to the e-learning lesson for erx Administration. In this demonstration, you will learn how to configure the User Options function in the erx module. At the end of the lesson, you may take a practice
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