e-medsys Practice Management v. 21.6

Transcription

1 e-medsys Practice Management v. 21.6

2 Patient Registration

3 When selecting a new pharmacy, the system will pull and store the pharmacy address. Pharmacy

4 When selecting a new pharmacy, the system will pull and store the pharmacy address. Pharmacy

5 Pharmacy 1, 2 & 3 are displayed on the Other Info tab throughout the system. Pharmacy

6 Pharmacy The Pharmacy fields are available for Document Merge using the following data tags: Pharmacy «PPHARMACY» When selecting a new pharmacy, the «PPHARMADRRESS» system will pull and store the«ppharmcity» pharmacy address. On hover«ppharmstate» with the mouse, the pharmacy address will be «PPHARMZIP» displayed. «PPHARMPHONE» «PPHARMFAX» «PPHARMCROSSST» Pharmacy 1, 2 & 3 are displayed on «PPHARMACY2» the Other Info tab throughout the «PPHARMADRRESS2» system. «PPHARMCITY2» «PPHARMSTATE2» «PPHARMZIP2» «PPHARMPHONE2» «PPHARMFAX2» «PPHARMCROSSST2» «PPHARMACY3» «PPHARMADRRESS3» «PPHARMCITY3» «PPHARMSTATE3» «PPHARMZIP3» «PPHARMPHONE3» «PPHARMFAX3» «PPHARMCROSSST3»

7 Insurance - Insurance Plan Default to Self

8 Pharmacy

9 Insurance - Insurance Plan Default to Self In the Past: Company File Maintenance won.

10 Pharmacy

11 Insurance - Insurance Plan Default to Self Now: Insurance Plan File Maintenance wins.

12 Pharmacy

13 Patient Text Preferences

14 Patient Patient Text Preferences No Text

15 Guarantor Patient Patient Text Preferences No Text

16 Patient Patient Text Preferences Text Guarantor

17 Patient Patient Text Preferences Text Guarantor

18 Guarantor Patient Patient Text Preferences Text Guarantor

19 Guarantor Patient Text Preferences Text Guarantor

20 Patient Patient Text Preferences Text Patient

21 Guarantor Patient Patient Text Preferences Text Patient

22 Guarantor Patient Text Preferences Text Patient

23 Setting Defaults for New Patients Defaults for Text Message settings can be set in Company File Maintenance.

24 Patient Text Preferences

25 Bulk Communications

26 Bulk Communications Bulk communications refers to methods of mass communicating with patients through the system (e.g. Appointment Reminders, Recalls, Patient Educ, Portal Forms, etc). There are few exceptions to these such as Portal Invites and Collections which always use the Guarantor.

27 Bulk Communications Unsubscribing patients from Bulk Communications Setting delivery method preferences

28 Bulk Communications Unsubscribing patients from Bulk Communications Setting delivery method preferences

29 Bulk Communications Unsubscribing patients from Bulk Communications Setting delivery method preferences

30 Setting Defaults for New Patients Defaults for Bulk Communication settings can be set in Company File Maintenance.

31 Patient Text Preferences

32 Bulk Communications If you change the settings May Phone and May Text when adding a new patient, those settings will also update the Bulk setting.

33 Bulk Communications A patient may have different Bulk value settings than the individual setting. For example the patient may not want to get Patient Reminder notifications, but does not object to an occasional text message. In this case the Bulk Text would be set to NO and the individual May Text will be set to Patient.

34 Bulk Communications When this update is installed, the setting in the Company table will default to Patient on a patient system and Guarantor on a Family system.

35 Send Bulk Invites What if I want to send Portal Invite to Patient Based All Patients: Current Balance < $25 Seen in last 2 weeks No Portal Account

36 Send Bulk Invites

37 Send Bulk Invites

38 Send Bulk Invites

39 Send Bulk Invites

40 Send Bulk Invites

41 Send Bulk Invites

42 Send Bulk Forms by Appointment Clicking Send will immediately send invites.

43 Send Bulk Portal Forms What if I want to send a Portal Packet of Forms to All Patients: Male With Physical Exam Appointment within 10 days Appointment Based

44 Send Bulk Forms by Appointment

45 Send Bulk Forms by Appointment

46 Send Bulk Forms by Appointment

47 Send Bulk Forms by Appointment

48 Send Bulk Forms by Appointment

49 Send Bulk Forms by Appointment

50 Send Bulk Forms by Appointment

51 Send Bulk Forms by Appointment Clicking Send will immediately process forms.

52 Send Bulk Patient Education What if I want to send New Diabetes Guidelines to All Patients: With Appointment in last 2 years Active Problem List of Diabetes Patient Based

53 Send Bulk Patient Education

54 Send Bulk Patient Education

55 Send Bulk Patient Education

56 Send Bulk Patient Education

57 Send Bulk Forms by Appointment Clicking Send will immediately send Patient Education.

58 Send Bulk Patient Education What if I want to send Send Car Seat Video to All Patients: With a Newborn visit in the last 10 days Appointment Based

59 Send Bulk Patient Education

60 Send Bulk Patient Education

61 Send Bulk Patient Education

62 Send Bulk Patient Education

63 Send Bulk Forms by Appointment Clicking Send will immediately send Patient Education.

64 e-chart

65 Scanning into the EHR from the Practice Management system If the system has the EHR module installed, documents can now be scanned and saved into the EHR Chart Folder in addition to the PM documents folder.

66 Document Types Billing > File Maintenance > e-chart Document Types You now have the ability to set the default EHR Folder for items that are being scanned or uploaded into the patient s e-chart and to mark those items as signed.

67 Posting Patient Payments

68 Patient Payment The Patient Payment Posting feature allows you to quickly apply patient copays and payments to outstanding patient balances without entering Credit Posting.

69 Access Patient Payment Screen on Schedule Screen Charge Posting Interface

70 Access Patient Payment Screen on Schedule Screen Charge Posting Interface

71 Access Patient Payment with new button on Patient Apt Info Screen Charge Posting Interface

72 Access Patient Payment with new button on Patient Apt Info Screen Charge Posting Interface

73 Patient Payment Screen Charge Posting Interface

74 The Daysheet Batch will default to the user s open batch. If a Daysheet batch is not open the batch select window will appear.

75 The Date will default to today.

76 The Credit Type will default to Credit Card.

77 The Department and Provider will default from the appointment.

78 Copay - Unapplied will only appear if the payment will generate an unapplied payment.

79 If charges were already posted for today s visit, the description will appear as Copay - Today s Charges followed by the charge amount in parentheses.

80 In a family system, if more than one family member has an appointment for the day the insurance panel will show the members and the copay field will default to the sum of the members copays.

81 The amount entered in the field Apply to Patient Balance will be applied to the oldest patient responsible charges first. In a Family System, the balance line will reflect the Family responsible balance.

82 Print Receipt: Values are None, 1 Copy, 2 Copies

83 Accept - this button will add the payment.

84 The Copay will generate an Unapplied Payment for today or, if charges have been posted for the day, the copay will be applied to the first charge.

85 Auto-Reconciling Unapplied Copays

86 Post Patient Payment of $25

87 Accept the payment

88 Inquiry shows Patient Balance of $25 and the auto-generated unapplied line item.

89 Later charges are entered through Charge Posting (or the interface).

90 Later charges are entered through Charge Posting (or the interface).

91 Immediately upon Accept, the unapplied $25 copay is reconciled to the Office Visit and posted.

92 In Inquiry, we see the Copay deducted from the Office Visit Code.

93 TriMed Credit Card Processing *The following slides assume client has signed up for TriMed Credit Card Processing.

94 If you Accept with Credit Type set as Credit Card...

95 You will see a screen to capture/charge the patient s credit card.

96 The card information can be entered manually (if taken over the phone or without a credit card scanner connected to the machine).

97 This will open a secure screen to enter the card information -none of this is stored on any computer or anywhere in the PM

98 Once the user clicks Make Payment: The card is verified by the Merchant

99 Once the user clicks Make Payment: The card is verified by the Merchant The payment is immediately added to the Merchant account The payment is automatically posted to the PM

100 Swipe Credit or Debit Card

101 Machines TriMed supports two types of card swipe machines.

102 Machines Without Signature pad

103 Machines With Signature pad

104 Machines Both Support EMV

105 Once the user chooses to swipe, directions are given on the card scanner.

106 Once the user chooses to swipe, directions are given on the card scanner.

107 Checking Save Credit Card Info will Save it for next time.

108 Use Card on File - this will allow to use a stored credit card for the patient.

109 Credit Card Module Setup Each client signs up with TriMed for Credit Card card processing. TriMed uses OpenEdge as our Merchant Vendor Partner.

110 Managing Credit Card Payments View and/or void credit card transactions To view and or void Credit Card Transactions posted today use the Credit Card Transaction screen.

111 Managing Credit Card Payments

112 Managing Credit Card Payments Credit Card Void

113 Credit Card Module Setup OpenEdge Compare This option from the Credit Card Transaction window provides a balancing method. Clicking the Open Edge Compare button pulls over transactions from OpenEdge, allowing you to balance against the Credit Card transactions received by OpenEdge.

114 Credit Card Module Setup At the top of the window, two boxes display the e-medsys Total and the OpenEdge Total. Use the radio buttons to show only conflicts or to show all transactions.

115 Collections

116 Collections and Text Message Capability

117 Setup Go to Billing > Patient Communications > Templates > Collection Templates

118 Setup The messages are setup in the same manner as Collection Letters using the Collection data tags.

119 Text Message Setup Text message templates are also setup using the Collection Tags.

120 Collection Cycle Setup Go to Collections > File Maintenance > Cycle (Patient)

121 Collection Cycle Setup A New Action Batch Communication can be associated with or Text templates.

122 Collection Cycle Setup or Letter - if this is checked, the system will attempt first to send an if the patient/family has an address. If there is no address it will send the letter instead.

123 Collection Cycle Setup A text message will be sent if the patient has May Text set in Patient Registration and also has a Cell phone (family Cell phone on family system).

124 Collection Cycle Setup A Collection note will be put on the account if a text message is sent. Text messages will display the phone number and the text message template name. For it will display the address and the template name.

125 Collection Cycle Setup The Communications tab in Patient Registration, Inquiry and Patient Appt Info will display the text message and that was sent.

126 Recalls

127 The Recall Process Existing Report has been replaced with a screen called Recall View Exceptions / Notes.'

128 Go to Recall > View Exceptions / Notes

129 Exceptions, errors and system generated notes that are created during the Process Existing run can be viewed within this screen.

130 Enter a Start and End Date - the date range entered should be based on the date of the Process Existing run. It will default to today's date.

131 Inquiry - use this button to view the selected patient in Inquiry.

132 Recall Tickler use this button to view the selected patient in the Recall Tickler screen.

133 Export - use this button to create a file with the data displayed in the grid. The file can then be opened and printed if needed.

134 Recall and Text Capability

135 Recall Setup Go to Billing > Patient Communications > Templates > Recall Templates

136 Recall Protocol Setup Go to Recall > File Maintenance > Protocol > Recall Each recall step can now be associated with an or Text template. The system will send out the if an address is associated with the patient and/or family on a family system. A text message will be sent if the patient has May Text set in Patient Registration and also has a cell phone (family cell phone on a family system). The patient will always be moved to the next step regardless of whether there is an or text.

137 Appt. Reminder Calls

138 Phone Appointment Reminders TriMed introduced and SMS Appointment Reminders in Now TriMed has the ability to also reach patients with Phone reminders. This is a fully integrated approach. The reminders are setup to queue off of the appointment schedule. Patients can confirm and cancel their appointment by responding on the reminder phone call. The pricing for this service is dependent upon volume and how it will be utilized.

139 Phone Appointment Reminders TriMed will work with clients to determine the marketing approach they would like to use to best integrate the service. TriMed will setup the scripts for each client (determining what the patient will hear when they answer the phone).

140

141

142

143

144

145

146

147 Page to view Response

148 Ability to schedule checking for patient responses on a regular basis

149 Example Appointment Reminder Setup...

150 Example Appointment Reminder Setup... 7 days prior to appointment Patient

151 Example Appointment Reminder Setup... 7 days prior to appointment 5 days prior to appointment Patient Text Patient

152 Example Appointment Reminder Setup... 7 days prior to appointment 5 days prior to appointment 3 days prior to appointment Patient Text Patient Call Patient

153 Example Appointment Reminder Setup... 7 days prior to appointment 5 days prior to appointment 3 days prior to appointment 2 days prior to appointment Patient Text Patient Call Patient Patient

154 Example Appointment Reminder Setup... 7 days prior to appointment 5 days prior to appointment 3 days prior to appointment 2 days prior to appointment 1 days prior to appointment Patient Text Patient Call Patient Patient Text Patient

155 Appointment Alerts

156 Appointment Booking Alerts

157 Can be set on Department / Physician level

158 Set on Visit Type or Group

159 Can be set on certain days and times

160 Indicate the max number allowed

161 Within a certain time frame or session time fram

162 Fatal -- disallows booking

163 Appointment scheduling -- One Physical Exam appt

164 Now we go to book another Physical appt

165 We are reminded there is a rule for this scenario.

166 I can roll over the bell or click on it to see the rule

167 Now I try a third Physical appt

168 The bell is red, Book is gone... All is well and right.

169 Eligibility

170 New Quick Indicator on Schedule to show Eligibility checked.

171 The checkbox still indicates those appointments marked confirmed.

172 The checkbox still indicates those appointments marked confirmed.

173 New User Preference to Include Eligibility Indicator on Schedule

174 Now an E icon shows for all appointments with completed Eligibility.

175 Elig Recheck days can be based on the current month

176 Elig Recheck days can be based on the current month - Company FM This setting can be found in Billing > File Maintenance > Enterprise > Company > STandard tab

177 Elig Recheck days can be based on the current month - Company FM Prior the frequency of how often a particular patient s benefits were checked was set by a number of days. If benefits were checked ## days ago, don t check again until ## days are past.

178 Elig Recheck days can be based on the current month - Company FM New setting will check to see if benefits have been checked for the current month. If so, it will not be rechecked until next calendar month.

179 Elig Recheck days can be based on the current month - Company FM New setting will check to see if benefits have been checked for the current month. If so, it will not be rechecked until next calendar month. Example: Patient s benefits checked on September 29th. Patient has appointment on October 5th. Benefits would be rechecked. Same patient has second appointment on September 30th. Benefits would NOT be rechecked.

180 Same setting can be set by Financial Class. If set on Financial Class, Financial Class wins