Copyright 2012 Pulse Systems, Inc. Page 1 of 56

Transcription

1 Scheduling Surgical Appointments replicates many of the processes for scheduling clinical appointments. The system requires input of such vital information as patient and appointment demographics. Additional fields require input around the surgery itself and required communication between the practice and the patient. To schedule a surgical appointment, begin by clicking on the Surgery button, and proceed in the same manner as if you were scheduling a clinical appointment. Note that you must have the surgical module to perform this lesson. Click anywhere to continue... Copyright 2012 Pulse Systems, Inc. Page 1 of 56

2 Copyright 2012 Pulse Systems, Inc. Page 2 of 56

3 Access the schedule by clicking the Schedule button. Copyright 2012 Pulse Systems, Inc. Page 3 of 56

4 Select the surgeon performing the procedure by clicking the down arrow. Copyright 2012 Pulse Systems, Inc. Page 4 of 56

5 Select the surgeon from the drop down menu. Copyright 2012 Pulse Systems, Inc. Page 5 of 56

6 You may schedule a surgery in one of two ways, by double-clicking on the appointment on the calendar, or by clicking the surgery button. In most cases, surgeons do not have designated surgical appointments, as indicated in the calendar. For this reason, we will use the Surgery scheduling button in the toolbar to create our appointment. To begin, click the Surgery button. Copyright 2012 Pulse Systems, Inc. Page 6 of 56

7 This pulls up the Hospital Admission / Schedule Surgery window. Several tabs display, many of which will activate once we have entered required information. First, type the patient's name into the Name field, starting with the first three initials of the last name and the first initial and then click the right arrow button to lookup the patient. Copyright 2012 Pulse Systems, Inc. Page 7 of 56

8 If you don't find the patient in the list you may click the ADD button to add the patient information as discussed in the Patient Registration lessons. To select an existing patient, double-click the patient's name. Copyright 2012 Pulse Systems, Inc. Page 8 of 56

9 Read through the Warnings and Copay Notes, and click Close when you are finished. Copyright 2012 Pulse Systems, Inc. Page 9 of 56

10 Since no hospitals appear in the required Hospital field, access the database by clicking on the right arrow. Copyright 2012 Pulse Systems, Inc. Page 10 of 56

11 We will select from the list of hospitals where the patient is to have the surgery. Expand the hospitals field by clicking on the plus sign. Copyright 2012 Pulse Systems, Inc. Page 11 of 56

12 Double-click on Kirkwood Corners as your selected facility. Copyright 2012 Pulse Systems, Inc. Page 12 of 56

13 Kirkwood Corners now appears as the Hospital location. The Admitting Physician field reflects the default physician you selected at the beginning. If a different doctor is admitting the patient, select that doctor either from the drop down menu or from the master database by clicking the right arrow. Next, select from the menu of Admission Types by clicking on the down arrow. Copyright 2012 Pulse Systems, Inc. Page 13 of 56

14 In this case, we're selecting Out Patient since this is a minor surgery. Copyright 2012 Pulse Systems, Inc. Page 14 of 56

15 Click inside the Check In at field, and adjust the check in time to reflect an arrival ahead of the surgery. We recommend setting the time by highlighting the numbers and typing in the correct time. Copyright 2012 Pulse Systems, Inc. Page 15 of 56

16 You have now completed the required fields. The next section provides you with options to enter or omit additional information about the surgery. You may add information about the diagnosis by typing the code into the left pane, or you may pull from the complete list, which you access by clicking the right arrow. Copyright 2012 Pulse Systems, Inc. Page 16 of 56

17 Select from the diagnoses from the list by double-clicking on your selection. Copyright 2012 Pulse Systems, Inc. Page 17 of 56

18 The Referring Physician field allows you to select another provider who referred the patient to your practice. For example, some insurance plans require that a patient be referred to a specialist. Click on the right arrow on this field to bring up the list of referring physicians. Copyright 2012 Pulse Systems, Inc. Page 18 of 56

19 All referring physicians associated with this patient appear in the left pane. To link this appointment to the referring physician, select a physician and click the right arrow button or simply click the Add Current button to select the Referring Physician marked as current in the patient's record. If the referring physician is not listed for this patient you may use the FIND button to access the complete list. Copyright 2012 Pulse Systems, Inc. Page 19 of 56

20 The physician's name now appears in the right pane. Click Save to save this information and close the window. Copyright 2012 Pulse Systems, Inc. Page 20 of 56

21 In some cases, insurance companies may require an authorization code, which you would access by clicking on the right arrow next to the Authorization Number. Copyright 2012 Pulse Systems, Inc. Page 21 of 56

22 The Patient Authorization window displays any existing authorizations. Verify that this authorization is correctly linked to this procedure by reading through the detailed information provided. Double click on the authorization to select it or click the EXIT button on the toolbar to return to the scheduling window without selecting an authorization. Copyright 2012 Pulse Systems, Inc. Page 22 of 56

23 The Incomplete field flags appointments in cases where the patient's appointment remains incomplete until further information is obtained, such as an insurance authorization. By selecting this checkbox the front desk will be notified that the patient cannot be seen until certain documents or approval codes are obtained. Copyright 2012 Pulse Systems, Inc. Page 23 of 56

24 To provide more information regarding the missing information, use the drop down list. To view the options, click the down arrow and make a selection. Copyright 2012 Pulse Systems, Inc. Page 24 of 56

25 In this example, we noticed on the Warnings and Copays window that the patient needs a new Privacy Notice so select Need Updated Privacy Notice from the drop down menu. Copyright 2012 Pulse Systems, Inc. Page 25 of 56

26 Note that each time you double-click on the selection from a database; the information is saved to your main window. Note also that the Save button has not activated, indicating additional information is required before the system will schedule the surgery. Let's fill out that additional information by first checking the Surgery tab. Click the tab to display the window. Copyright 2012 Pulse Systems, Inc. Page 26 of 56

27 The default setting pulls Sandy Sharp into the surgeon field. To view the list of procedures, use the right arrow button to access the procedures table or click the down arrow button to view the procedures configured for this resource. Copyright 2012 Pulse Systems, Inc. Page 27 of 56

28 Click the OPS OUT PATIENT SURGERY. Copyright 2012 Pulse Systems, Inc. Page 28 of 56

29 Type the REASON for the procedure in the Reason box or select the down arrow to select the reason from a list. Copyright 2012 Pulse Systems, Inc. Page 29 of 56

30 No audio Copyright 2012 Pulse Systems, Inc. Page 30 of 56

31 If an assisting surgeon will be present, Click inside the Assisting field, and type in the surgeon's name. You may also type "N/A" for not applicable into the field or just leave it blank. Copyright 2012 Pulse Systems, Inc. Page 31 of 56

32 Notate the Anesthesia type by clicking the down arrow and selecting from the menu. Copyright 2012 Pulse Systems, Inc. Page 32 of 56

33 Select Local. Copyright 2012 Pulse Systems, Inc. Page 33 of 56

34 Click the down arrow on the by field and make a selection. Copyright 2012 Pulse Systems, Inc. Page 34 of 56

35 In this example, the nurse administers shots, so select "Nurse Administered." Copyright 2012 Pulse Systems, Inc. Page 35 of 56

36 Complete the information for when the surgery will begin, the date, and its duration. Copyright 2012 Pulse Systems, Inc. Page 36 of 56

37 Click the down arrow next to the Accident Type. Copyright 2012 Pulse Systems, Inc. Page 37 of 56

38 In the Accident Info group, information regarding the type of accident may be entered if applicable. This helps charge entry track appointments associated with accidents. For example, if you designated an appointment as being related to an automobile accident, you would select Automobile from the drop down menu. Daniel's surgery is not related to an accident, so we are selecting None from this list. Copyright 2012 Pulse Systems, Inc. Page 38 of 56

39 You may add additional information such as how the patient would like to be contacted for appointment reminders. To make a selection, click the down arrow on the Notify By field to reveal the contact options. Copyright 2012 Pulse Systems, Inc. Page 39 of 56

40 Daniel prefers phone notifications, so we will select Phone from the list. Copyright 2012 Pulse Systems, Inc. Page 40 of 56

41 Now click on the ORDERS tab. Copyright 2012 Pulse Systems, Inc. Page 41 of 56

42 Any orders, such as lab results, would appear in the Orders pane. Any specific information about the appointment may be typed in the Miscellaneous Notes box. Copyright 2012 Pulse Systems, Inc. Page 42 of 56

43 No audio Copyright 2012 Pulse Systems, Inc. Page 43 of 56

44 Now Click the Confirmations tab. Copyright 2012 Pulse Systems, Inc. Page 44 of 56

45 Some surgical procedures require not only that you confirm the times with the surgery center, but that you also speak with the patient about pre surgical requirements, such as fasting. Copyright 2012 Pulse Systems, Inc. Page 45 of 56

46 Check the boxes, indicating you have communicated with the surgeon and the patient or responsible party. Copyright 2012 Pulse Systems, Inc. Page 46 of 56

47 Type in the names of the people with whom you spoke. Copyright 2012 Pulse Systems, Inc. Page 47 of 56

48 The save button has now become active indicating that all required fields have been completed but there are some additional tabs to discuss. Click the PRINTING tab. Copyright 2012 Pulse Systems, Inc. Page 48 of 56

49 Just as you had the option to print forms while scheduling a clinical appointment, you may also print while scheduling the surgical appointment. You have an additional option here to print the Admission form, which the surgical center may require from the patient upon his arrival for the surgery. Copyright 2012 Pulse Systems, Inc. Page 49 of 56

50 Click the Appointments tab. Copyright 2012 Pulse Systems, Inc. Page 50 of 56

51 Also similar to Scheduling a Clinical Appointment, you may view the patient's appointment history behind the Appointments tab. Now click the Details tab. Copyright 2012 Pulse Systems, Inc. Page 51 of 56

52 Additional miscellaneous information is entered in the fields provided. You can select a specific charge form to print for this surgery or enter additional contact information. You have finished entering all of the required information about the surgery. Click the Save button to record the appointment. Copyright 2012 Pulse Systems, Inc. Page 52 of 56

53 The Admission Form we selected on the printing tab displays and you may click the Print button to print the form. Click the EXIT button when complete. Copyright 2012 Pulse Systems, Inc. Page 53 of 56

54 A pop-up box displays the appointment confirmation. Click OK. Copyright 2012 Pulse Systems, Inc. Page 54 of 56

55 The new surgical appointment, including the details of its start time, duration, the patient's name, reason, procedure, and facility, displays on the calendar. Copyright 2012 Pulse Systems, Inc. Page 55 of 56

56 You now know how to Schedule a Surgical Appointment. Click the Exit button on the toolbar to return to the main PulsePro dashboard. Copyright 2012 Pulse Systems, Inc. Page 56 of 56