Copyright 2012 Pulse Systems, Inc. Page 1 of 29
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1 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 Pulse Systems, Inc. Page 1 of 29
2 With the Patient Dashboard opened, the CCD control consists of a toolbar, search criteria, and list area. You may retrieve an external CCD file provided by the patient by clicking the Import button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 2 of 29
3 The CCD Import window opens. Click the Import button to select a CCD file. Copyright 2012 Pulse Systems, Inc. Page 3 of 29
4 Click From file or HealthVault if the patient has accepted an invitation. Copyright 2012 Pulse Systems, Inc. Page 4 of 29
5 The browse window opens and you may browse to the folder in the normal method and double click on the CCD file provided by the patient. Copyright 2012 Pulse Systems, Inc. Page 5 of 29
6 The CCD Import window refreshes with the information from the file and the matching patients listed. Click the View CCD button. Copyright 2012 Pulse Systems, Inc. Page 6 of 29
7 The CCD file opens displaying the Patient's medical History. Copyright 2012 Pulse Systems, Inc. Page 7 of 29
8 No audio Copyright 2012 Pulse Systems, Inc. Page 8 of 29
9 When finished viewing, click the Exit button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 9 of 29
10 If you decide the CCD record matches this patient, click the Apply to Selected patient button. Copyright 2012 Pulse Systems, Inc. Page 10 of 29
11 A dialog appears confirming the file is saved, click OK. Copyright 2012 Pulse Systems, Inc. Page 11 of 29
12 Click the Close button. Copyright 2012 Pulse Systems, Inc. Page 12 of 29
13 The Import CCDs tab refreshes listing the imported CCD file. Double click to view the record. Copyright 2012 Pulse Systems, Inc. Page 13 of 29
14 And the CCD file displays. You may print this file by clicking the print button on the toolbar. When finished click the exit button. Copyright 2012 Pulse Systems, Inc. Page 14 of 29
15 The patient s Pulse medical record does not automatically update with the imported CCD information. Imported CCD files are attached to the patient s record only. If needed, users must transcribe and manually enter the imported CCD information into the facility s Pulse database. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 15 of 29
16 A CCD record may also be generated for patient to take with them if they are going to another facility. Click the generate button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 16 of 29
17 The CCD Export window opens. You may click the FIND button to select a different patient. Copyright 2012 Pulse Systems, Inc. Page 17 of 29
18 Click the generate button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 18 of 29
19 The CCD generates and now you may view the file by clicking the view CCD button. Copyright 2012 Pulse Systems, Inc. Page 19 of 29
20 The CCD file opens for your review. Click the Exit button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 20 of 29
21 Now, you may save the CCD to a patient provided flash drive. Copyright 2012 Pulse Systems, Inc. Page 21 of 29
22 The browse window opens and you may browse to a flash memory drive or other folder. Then click the Save button. Copyright 2012 Pulse Systems, Inc. Page 22 of 29
23 A dialog appears confirming the saved file. Click ok. Copyright 2012 Pulse Systems, Inc. Page 23 of 29
24 Or, you may export the CCD electronically. Click the Export CCD button. Copyright 2012 Pulse Systems, Inc. Page 24 of 29
25 You may export the CCD to the Pulse Fax manager, the Pulse Patient Portal module, or HealthVault. Copyright 2012 Pulse Systems, Inc. Page 25 of 29
26 When finished, click the exit button. Copyright 2012 Pulse Systems, Inc. Page 26 of 29
27 And the exported CCD displays in the list and may be viewed by double clicking on the record. Copyright 2012 Pulse Systems, Inc. Page 27 of 29
28 No audio Copyright 2012 Pulse Systems, Inc. Page 28 of 29
29 You are now familiar with navigating the CCD control. Copyright 2012 Pulse Systems, Inc. Page 29 of 29
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
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The Flowsheets module allows users to record, graph, and print user defined patient data elements via customized templates (such as Warfarin therapy or Blood Sugar monitoring.) Click anywhere to continue
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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
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Use the Pediatric Growth Chart Control to monitor a patient's measurements over an extended time vs. the national percentiles in a graphical output. Click anywhere to continue Copyright 2012 Pulse Systems,
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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
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 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 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
PQRS - Reports Monday, June 17, 2013
Copyright 2012 Pulse Systems, Inc. Page 1 of 36 Welcome to the Reports lesson using PQRS. Click Continue to proceed. Copyright 2012 Pulse Systems, Inc. Page 2 of 36 The PQRS Reports screen enables users
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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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
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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 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 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.
PQRS Register Provider Monday, June 17, 2013
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
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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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
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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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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
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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
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