Copyright 2012 Pulse Systems, Inc. Page 1 of 64
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1 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 system. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 64
2 As discussed in the Working with the Output PACE lesson, The PulsePro Reports data can be exported directly to Microsoft Excel. Copyright 2012 Pulse Systems, Inc. Page 2 of 64
3 However, as our PRMS data increases in size this becomes an inefficient means for analyzing data in Excel and may actually create too many records to load into Excel. Copyright 2012 Pulse Systems, Inc. Page 3 of 64
4 PulseIQ utilizes Sql Analysis Services to organize and summarize large amounts of data from the PulsePro PRMS system into a warehouse so it can be evaluated quickly using Microsoft Excel Pivot Tables. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 4 of 64
5 The PulseIQ warehouse of data is compiled every evening providing a Static set of data as of the previous night s build. The warehouse is comprised of these four data cubes. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 5 of 64
6 Since Data Cubes must have a value at all times, displayed are rules for replacing missing values when the warehouse data is processed each evening. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 6 of 64
7 Displayed are the rules for dealing with open data such as un-verified transactions or transactions that have not been processed in a Month Close. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 7 of 64
8 The results are demonstrated here in this sample Excel spreadsheet that is provided to you with the purchase of PulseIQ. This spreadsheet contains areas for the Billing results including Charges and RVU production. Copyright 2012 Pulse Systems, Inc. Page 8 of 64
9 Collections results including Payments, write-offs, refunds and Accounts Receivables. Copyright 2012 Pulse Systems, Inc. Page 9 of 64
10 Front office appointment results including Total Patient and New Patient counts. Copyright 2012 Pulse Systems, Inc. Page 10 of 64
11 And specific physician results including Production and Appointment data. Copyright 2012 Pulse Systems, Inc. Page 11 of 64
12 All of these results are accomplished by utilizing the Excel Pivot table tool to read directly into the Analysis Server data cubes. Copyright 2012 Pulse Systems, Inc. Page 12 of 64
13 This lesson will briefly demonstrate creating an Excel Pivot table. However, it is your responsibility to fully learn about Excel Pivot tables from the excellent videos and articles that Microsoft provides on their website. We have included some help full links to these Microsoft resources in the PulseIQ Course Companion document. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 13 of 64
14 PulseIQ requires Microsoft Excel version 2007 or higher. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 14 of 64
15 Let's demonstrate how to insert a pivot table accessing the transactions data cube to display the production figures for Dr. Bartow. Click insert on the ribbon. Copyright 2012 Pulse Systems, Inc. Page 15 of 64
16 Click the PivotTable button on the ribbon. Copyright 2012 Pulse Systems, Inc. Page 16 of 64
17 Click the Use an external data source radio button. Copyright 2012 Pulse Systems, Inc. Page 17 of 64
18 Click the choose connection button. Copyright 2012 Pulse Systems, Inc. Page 18 of 64
19 The existing connections window opens. If this is the first time to access PulseIQ cubes you will have to click the Browse for More button, otherwise the existing PulseIQ data connections will display at the top of the list. Copyright 2012 Pulse Systems, Inc. Page 19 of 64
20 Click the New Source button. Copyright 2012 Pulse Systems, Inc. Page 20 of 64
21 Click to highlight the Microsoft SQL Server Analysis Services in the list of data sources and then click the Next button. Copyright 2012 Pulse Systems, Inc. Page 21 of 64
22 Type the IP Address or Server name for the SQL Analysis Server on your network and then click the Next button. Copyright 2012 Pulse Systems, Inc. Page 22 of 64
23 Click to highlight the desired data cube in the list and then click the finish button. Copyright 2012 Pulse Systems, Inc. Page 23 of 64
24 Click OK. Copyright 2012 Pulse Systems, Inc. Page 24 of 64
25 The pivot table displays in the spreadsheet and the pivot table field list opens in a separate window to the right. Copyright 2012 Pulse Systems, Inc. Page 25 of 64
26 The pivot table field list contains Measure Values which are data that we report on such as productivity amounts and are identified by the summation icon. Some Measure Values are calculations such as Averages and Current YTD... Copyright 2012 Pulse Systems, Inc. Page 26 of 64
27 And Last Year to Date calculations Copyright 2012 Pulse Systems, Inc. Page 27 of 64
28 Or Measures are summary totals of specific fields in the data cube. These measures are defined in the PulseIQ course companion document on PACE. Let's select the charge, payment, write-off and refund measures to report on in this pivot table. Copyright 2012 Pulse Systems, Inc. Page 28 of 64
29 Checking a measure value puts the measure in the Values pane in the field list and displays the Charge Amount in the pivot table. Copyright 2012 Pulse Systems, Inc. Page 29 of 64
30 Now let's continue with the remaining production amounts. Click on the payment measure. Copyright 2012 Pulse Systems, Inc. Page 30 of 64
31 No audio Copyright 2012 Pulse Systems, Inc. Page 31 of 64
32 Click Write-off. Copyright 2012 Pulse Systems, Inc. Page 32 of 64
33 Click refund. Copyright 2012 Pulse Systems, Inc. Page 33 of 64
34 Now our pivot table displays the four production totals for the entire transactions cube. Now let's subtotal these amounts by the month close date dimension. Copyright 2012 Pulse Systems, Inc. Page 34 of 64
35 Dimensions are data elements that we can report by or subtotal by similar to the Filters and Groupings in the PulsePro Reporter. They are listed below the measures in the pivot table field list and are identified with the report icon. Copyright 2012 Pulse Systems, Inc. Page 35 of 64
36 These dimensions are defined in detail in the PulseIQ companion document found on PACE. Click on the Transaction Close date dimension. Copyright 2012 Pulse Systems, Inc. Page 36 of 64
37 And drag it down to the Row Labels pane in the Pivot table field list. Copyright 2012 Pulse Systems, Inc. Page 37 of 64
38 No audio Copyright 2012 Pulse Systems, Inc. Page 38 of 64
39 Now the transaction close date displays as the row in the pivot table and the production figures are sub totaled by the close date. Copyright 2012 Pulse Systems, Inc. Page 39 of 64
40 Next, let's filter this pivot table for the billing provider Dr. Bartow. Copyright 2012 Pulse Systems, Inc. Page 40 of 64
41 Click on the billing provider dimension Copyright 2012 Pulse Systems, Inc. Page 41 of 64
42 Drag the billing provider to the Report Filter pane in the Pivot table field list. Copyright 2012 Pulse Systems, Inc. Page 42 of 64
43 Now the pivot table contains a report filter for the billing provider. Copyright 2012 Pulse Systems, Inc. Page 43 of 64
44 Click the down arrow button on the report filter. Copyright 2012 Pulse Systems, Inc. Page 44 of 64
45 Click on Dr. Bartow in the filter list. Copyright 2012 Pulse Systems, Inc. Page 45 of 64
46 And the pivot table refreshes for just Dr. Bartow s production totals. Copyright 2012 Pulse Systems, Inc. Page 46 of 64
47 As discussed in the PulseIQ Course Companion document, any current transactions that have not been included in a Month Close will display with the date of Let's filter the row data for the year Click the down arrow button on the row filter. Copyright 2012 Pulse Systems, Inc. Page 47 of 64
48 And select just the year 2007 by unrelenting all. Copyright 2012 Pulse Systems, Inc. Page 48 of 64
49 And check Copyright 2012 Pulse Systems, Inc. Page 49 of 64
50 Now our pivot table displays only 2007 month closed production for Dr. Bartow. Click the plus sign next to the year to drill down on the rows. Copyright 2012 Pulse Systems, Inc. Page 50 of 64
51 And drill down on the quarter. Copyright 2012 Pulse Systems, Inc. Page 51 of 64
52 The doctor would like to see all of the month closes for 2007 and he's not interested in the quarter subtotal. Right click on the quarter Copyright 2012 Pulse Systems, Inc. Page 52 of 64
53 Hover the mouse over the Show/Hide Fields item. Copyright 2012 Pulse Systems, Inc. Page 53 of 64
54 And uncheck the quarter in the list of fields. Copyright 2012 Pulse Systems, Inc. Page 54 of 64
55 And the quarter is now hidden in the pivot table. Now that the pivot table displays the production figures as desired, let's create a pivot chart for the data. With the pivot table selected, click the insert item on the ribbon. Copyright 2012 Pulse Systems, Inc. Page 55 of 64
56 And click on the desired chart type in the charts area on the ribbon. Copyright 2012 Pulse Systems, Inc. Page 56 of 64
57 No audio. Copyright 2012 Pulse Systems, Inc. Page 57 of 64
58 And the pivot chart displays for the selected pivot table. Now let's return to the sample PulseIQ spreadsheet that is supplied when you purchase PulseIQ. Copyright 2012 Pulse Systems, Inc. Page 58 of 64
59 The first worksheet in the spreadsheet displays the instructions for using this spreadsheet. Copyright 2012 Pulse Systems, Inc. Page 59 of 64
60 Each pivot table included on each area's worksheet tab contains filters that need to be adjusted for the dates and providers you're reporting on this month. Then click the data item on the ribbon. Copyright 2012 Pulse Systems, Inc. Page 60 of 64
61 Click the refresh all button on the ribbon to update all of the pivot table s data contained in the spreadsheet. This process will re-connect to the PulseIQ warehouse and refresh all of the figures with the currently stored data as of the previous evening's build. Copyright 2012 Pulse Systems, Inc. Page 61 of 64
62 The refresh status displays as the processing occurs. Copyright 2012 Pulse Systems, Inc. Page 62 of 64
63 And when complete the pivot charts and pivot tables display the current data for the selected filters. Copyright 2012 Pulse Systems, Inc. Page 63 of 64
64 You are now familiar with PulseIQ. Now, go to the Microsoft website to fully learn about excel Pivot tables. Copyright 2012 Pulse Systems, Inc. Page 64 of 64
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 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
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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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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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
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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
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The Collections Workbench can be used to view and manage accounts. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc.
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Copyright 2012 Pulse Systems, Inc. Page 1 of 31
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