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1 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 one facility in order to configure the Staff, Physician and Patient tables. You can configure more facilities as needed based on the requirements of your practice. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 47
2 Click the Administration Group on the Navigation Pane. Copyright 2012 Pulse Systems, Inc. Page 2 of 47
3 Click the System Tables icon in the administration group. Copyright 2012 Pulse Systems, Inc. Page 3 of 47
4 Click the Facility icon in the Modules and System Tables window. Copyright 2012 Pulse Systems, Inc. Page 4 of 47
5 The Facility table window opens consisting of a toolbar, status header, and detail pane. Copyright 2012 Pulse Systems, Inc. Page 5 of 47
6 REMINDER: Prior to adding a new Facility record, it is recommended that a search be performed to confirm that the facility does not currently exist. For detailed instruction on how to search for a record, please refer to the Locating a Record in the Navigating PulsePro lesson. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 6 of 47
7 Click the New button on the toolbar to enter a new facility record. Copyright 2012 Pulse Systems, Inc. Page 7 of 47
8 For each field provided, enter or select the applicable value, and then press Tab to advance to the next field. Enter up to 5 alpha numeric digits in the Facility number field. NOTE: This code must not contain spaces or special characters. Copyright 2012 Pulse Systems, Inc. Page 8 of 47
9 Click the down arrow on the Type field. Copyright 2012 Pulse Systems, Inc. Page 9 of 47
10 Click the applicable type for this facility. These types are configured in the Master Codes table. Copyright 2012 Pulse Systems, Inc. Page 10 of 47
11 Enter the facility name. Copyright 2012 Pulse Systems, Inc. Page 11 of 47
12 For purposes of this demonstration we will complete the remaining demographic fields. Copyright 2012 Pulse Systems, Inc. Page 12 of 47
13 Enter the Federal Taxid to be associated with this facility. Copyright 2012 Pulse Systems, Inc. Page 13 of 47
14 If lab services are performed at this facility and your practice is required to process claims with a CLIA number, type the number in the CLIA Number field. For lab services with a type of service 05, this number prints in box 23 of the HCFA 1500 form. Copyright 2012 Pulse Systems, Inc. Page 14 of 47
15 You may record a certification no if required for this facility Copyright 2012 Pulse Systems, Inc. Page 15 of 47
16 If this facility provides services with Durable Medical Equipment and files DMERC insurance claims, type the number in the DMERC field. Copyright 2012 Pulse Systems, Inc. Page 16 of 47
17 If this facility is supplied with other specific insurance id numbers by company, click the Insurance No button. Copyright 2012 Pulse Systems, Inc. Page 17 of 47
18 The Insurance Number window opens consisting of a list pane, a detail area, and a toolbar at the bottom and defaults to New Record mode. Click the lookup button to select an insurance. Copyright 2012 Pulse Systems, Inc. Page 18 of 47
19 Select an insurance carrier from the list provided. Copyright 2012 Pulse Systems, Inc. Page 19 of 47
20 Double Click the Plan from the detail list. Copyright 2012 Pulse Systems, Inc. Page 20 of 47
21 Type the Insurance Facility Number in the field provided. Copyright 2012 Pulse Systems, Inc. Page 21 of 47
22 Update the Company or Effective date as required and then click the Save button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 22 of 47
23 A dialog appears confirming the Saved record. Click OK. Copyright 2012 Pulse Systems, Inc. Page 23 of 47
24 The new Insurance Facility No appears in the list. When finished, click the exit button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 24 of 47
25 The Facility ID is a one character code that will preface the patient account number on insurance claims to help identify the filing facility and is Not required. This is used in conjunction with the Pat Acct No claim rule area in the Manage Claim rules. Copyright 2012 Pulse Systems, Inc. Page 25 of 47
26 Enter the National Practitioner Number in the NPI field or click the NPI List button if more than one NPI number is associated with this facility based on the type of service charged. Copyright 2012 Pulse Systems, Inc. Page 26 of 47
27 The NPI List window displays consisting of a list and toolbar. Click on the first line in the list. Copyright 2012 Pulse Systems, Inc. Page 27 of 47
28 And click again to enter the NPI number. Copyright 2012 Pulse Systems, Inc. Page 28 of 47
29 No audio Copyright 2012 Pulse Systems, Inc. Page 29 of 47
30 Once complete, click the check box next to the NPI number that will act as the default code. Copyright 2012 Pulse Systems, Inc. Page 30 of 47
31 Click the OK button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 31 of 47
32 The default code appears in the NPI field and the NPI List Button is updated with the number of codes contained in the list. These NPI codes will now be available for selection during the Charge entry process. Copyright 2012 Pulse Systems, Inc. Page 32 of 47
33 The FACILITY ROOMS section is used to maintain a list of rooms associated with this facility for use in the hospital census module. This area is not required but can be useful if your practice visits specific rooms such as Birthing Suites or Surgical Rooms. Enter the room number in the field provided. Copyright 2012 Pulse Systems, Inc. Page 33 of 47
34 Click the Add button. Copyright 2012 Pulse Systems, Inc. Page 34 of 47
35 Type a Room Name and complete the Building and Floor fields if applicable. Copyright 2012 Pulse Systems, Inc. Page 35 of 47
36 Continue adding or removing rooms as required. Next, click the Allowable Place of service button. Copyright 2012 Pulse Systems, Inc. Page 36 of 47
37 The allowable place of service window opens consisting of an available list pane and a selected pane. Click to check an item or multiple items to define the place of service codes for this facility. Copyright 2012 Pulse Systems, Inc. Page 37 of 47
38 Click the plus button to add the checked item to the selected list. Copyright 2012 Pulse Systems, Inc. Page 38 of 47
39 The item now appears in the selected list and whichever item is listed first will default in charge entry for this facility. Click the OK button when complete. Copyright 2012 Pulse Systems, Inc. Page 39 of 47
40 Click the Background or Text buttons to color code this facility for use in the Scheduling Module. Copyright 2012 Pulse Systems, Inc. Page 40 of 47
41 Click a background color in the color palette and the click the ok button. Copyright 2012 Pulse Systems, Inc. Page 41 of 47
42 No audio Copyright 2012 Pulse Systems, Inc. Page 42 of 47
43 Check the Delivery box under Services if this facility is to be included as a Delivery Facility within the OB Management Module. Copyright 2012 Pulse Systems, Inc. Page 43 of 47
44 When finished, click the Add button on the toolbar to save this new record. Copyright 2012 Pulse Systems, Inc. Page 44 of 47
45 A dialog displays confirming the save. Click OK Copyright 2012 Pulse Systems, Inc. Page 45 of 47
46 Once a new Facility is added it must also be configured in the Locations table before it will be available for use in other PulsePro modules. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 46 of 47
47 When finished, click the Exit button on the toolbar to return to the main PulsePro dashboard. Copyright 2012 Pulse Systems, Inc. Page 47 of 47
Copyright 2012 Pulse Systems, Inc. Page 1 of 18
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
Copyright 2012 Pulse Systems, Inc. Page 1 of 56
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
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
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
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
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.
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 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
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
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 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
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
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Welcome to the elearning lesson for OB Management. In this demonstration, you will learn how to Navigate the OB Management Module. At the end of the lesson, you may take a practice quiz in preparation
Copyright 2012 Pulse Systems, Inc. Page 1 of 26
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.
Copyright 2012 Pulse Systems, Inc. Page 1 of 21
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
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 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 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 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
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
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
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
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 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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Copyright 2012 Pulse Systems, Inc. Page 1 of 37
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