Copyright 2012 Pulse Systems, Inc. Page 1 of 52
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1 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 Pulse Systems, Inc. Page 1 of 52
2 To begin, it is assumed that you have opened the Clinical Dashboard application and are logged in with the appropriate security and privileges to complete this task. Copyright 2012 Pulse Systems, Inc. Page 2 of 52
3 To begin working within the configuration module of the clinical dashboard you must first navigate to the administration area. To access the Administration tab, click the "Show/Hide Modules Panel" button to display the left pane menu. Copyright 2012 Pulse Systems, Inc. Page 3 of 52
4 At the bottom of the left pane menu, click on the "Administration" tab to display the Administration menu. Copyright 2012 Pulse Systems, Inc. Page 4 of 52
5 From the Administration menu, click on "My Appointment List". Copyright 2012 Pulse Systems, Inc. Page 5 of 52
6 The appointment list setup window opens consisting of a list drop down, toolbar, and details area. Let's begin by creating a new list for all providers. Click the new button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 6 of 52
7 Type a description for this list and then click the save button. Copyright 2012 Pulse Systems, Inc. Page 7 of 52
8 No audio Copyright 2012 Pulse Systems, Inc. Page 8 of 52
9 The list window refreshes with the new list displayed. Now you may select items from the "Content Available" pane and move them to the List Columns pane. Copyright 2012 Pulse Systems, Inc. Page 9 of 52
10 Either double click on a content item or click once. Copyright 2012 Pulse Systems, Inc. Page 10 of 52
11 And then click the move button. Copyright 2012 Pulse Systems, Inc. Page 11 of 52
12 The content item now displays in the selected content pane and in the sample pane. Continue selecting content for this list. Copyright 2012 Pulse Systems, Inc. Page 12 of 52
13 No audio Copyright 2012 Pulse Systems, Inc. Page 13 of 52
14 The Sample Appoint List displays the current items in order and the width of each item. You may change this display by Clicking on an item. Copyright 2012 Pulse Systems, Inc. Page 14 of 52
15 You may change the display width by manually changing the width field. Copyright 2012 Pulse Systems, Inc. Page 15 of 52
16 Or you may change the width by dragging the column separator line to the left or right. Copyright 2012 Pulse Systems, Inc. Page 16 of 52
17 No audio. Copyright 2012 Pulse Systems, Inc. Page 17 of 52
18 You may also change the order by clicking the up and down arrow buttons on the content toolbar. Copyright 2012 Pulse Systems, Inc. Page 18 of 52
19 Now the patient name is displayed first in the list. Let's move the time back to the first column. Copyright 2012 Pulse Systems, Inc. Page 19 of 52
20 Working with the list settings, the list will default to color by appointment type but you can override this by Checking the Color by Facility. Copyright 2012 Pulse Systems, Inc. Page 20 of 52
21 The Auto Scroll Buffer is for convenience in viewing the schedule and sets the first time slot that will display at the top of the schedule display based on the actual system time. Example: If this is set at 1 hour and you come back from lunch at 1:00pm and open the schedule, the schedule display will start at 12:00pm as the first slot in the schedule and display the remaining afternoon. You can then scroll up or down in the schedule as normal. Click on the up or down arrows to change the number of hours to be displayed. Copyright 2012 Pulse Systems, Inc. Page 21 of 52
22 Clicking the Show Appointments for default facility only will display only those appointments scheduled for the facility configured in the PulsePro scheduler for the user. Copyright 2012 Pulse Systems, Inc. Page 22 of 52
23 Clicking the show non-appointments will display scheduled non-appointments as discussed in the Scheduling Batch Non-Appointments lesson. Copyright 2012 Pulse Systems, Inc. Page 23 of 52
24 The next three items will determine where this list can be accessed. The User Appointment List will display on the User Dashboard. The Patient Appointment List will display on the Patient Dashboard, and the PDA Appointment List will display on the PulseMobile PDA device. Copyright 2012 Pulse Systems, Inc. Page 24 of 52
25 Once the columns are configured, click the View Appointments for tab. Copyright 2012 Pulse Systems, Inc. Page 25 of 52
26 And you may individually check the provider s schedules to be included on this list or click the check all and uncheck all buttons. Copyright 2012 Pulse Systems, Inc. Page 26 of 52
27 Working with the toolbar buttons, click the edit button. Copyright 2012 Pulse Systems, Inc. Page 27 of 52
28 And you could change the name of this list. Copyright 2012 Pulse Systems, Inc. Page 28 of 52
29 You may delete this list by clicking the red x delete button. Copyright 2012 Pulse Systems, Inc. Page 29 of 52
30 Click the save button to save this list. Copyright 2012 Pulse Systems, Inc. Page 30 of 52
31 Now the All Providers list is saved for your login only. In a moment we'll discuss how to copy a list to other users in the system. Click the down arrow button on the list field. Copyright 2012 Pulse Systems, Inc. Page 31 of 52
32 The list of existing appointment lists displays and you may edit a list by clicking on the item. Copyright 2012 Pulse Systems, Inc. Page 32 of 52
33 Now you may edit the content or list settings. Copyright 2012 Pulse Systems, Inc. Page 33 of 52
34 Let s remove the referring physician phone number from the list. Copyright 2012 Pulse Systems, Inc. Page 34 of 52
35 Click the red x delete button on the content toolbar. Copyright 2012 Pulse Systems, Inc. Page 35 of 52
36 Click the save button on the toolbar to save these changes. Copyright 2012 Pulse Systems, Inc. Page 36 of 52
37 Create a Master Appointment list with the desired columns and settings. Use this Master list to create a separate list for a specific provider or providers and use the Copy function to assign the list to the desired users. Click anywhere to continue... Copyright 2012 Pulse Systems, Inc. Page 37 of 52
38 Finally, now that we have a list configured with the correct columns, we can use this list as a master list for configuring new lists for specific providers. In our example we want to use this format and create an appointment list for Dr. Brian Bartow and assign it to our users. Click on the view appointments for tab. Copyright 2012 Pulse Systems, Inc. Page 38 of 52
39 Check Dr. Brian Bartow. Copyright 2012 Pulse Systems, Inc. Page 39 of 52
40 Now, don't click the save button or you would be updating the MASTER LIST. Instead, click the Copy button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 40 of 52
41 Rename the description to Dr. Brian Bartow s Schedule. Copyright 2012 Pulse Systems, Inc. Page 41 of 52
42 And individually check the users that will be assigned this schedule or click the check all button. Copyright 2012 Pulse Systems, Inc. Page 42 of 52
43 Then, click the OK button to save this new list for the checked users. Copyright 2012 Pulse Systems, Inc. Page 43 of 52
44 Click the down arrow button on the lists field. Copyright 2012 Pulse Systems, Inc. Page 44 of 52
45 And the new appointment list for DR. Brian Bartow appears in the list. Now you could continue creating lists for your other specific providers by selecting the master list. Copyright 2012 Pulse Systems, Inc. Page 45 of 52
46 And performing the same process for the remaining providers. Copyright 2012 Pulse Systems, Inc. Page 46 of 52
47 Create a separate Patient Appointment List with the desired columns and settings to be displayed on the Patient Dashboard. Click anywhere to continue... Copyright 2012 Pulse Systems, Inc. Page 47 of 52
48 Now, let's look at an example of a patient appointment list used on the patient dashboard. Copyright 2012 Pulse Systems, Inc. Page 48 of 52
49 No audio Copyright 2012 Pulse Systems, Inc. Page 49 of 52
50 In this example we have limited content selected because the patient dashboard list is typically configured for a smaller list. Note the Patient Appointment List item is checked. Copyright 2012 Pulse Systems, Inc. Page 50 of 52
51 When finished, click the ok button. Copyright 2012 Pulse Systems, Inc. Page 51 of 52
52 You are now familiar with configuring the appointment lists. Copyright 2012 Pulse Systems, Inc. Page 52 of 52
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
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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
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
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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 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
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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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
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 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
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
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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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
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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
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 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 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
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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 37
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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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
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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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,
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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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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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.
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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
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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
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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.
PQRS - Reports Monday, June 17, 2013
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