Copyright 2012 Pulse Systems, Inc. Page 1 of 41
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1 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 as being on temporary hold, so no one else in the practice may reserve or schedule them. Additionally, once the episode is scheduled, if one of the linked appointments is canceled, all related appointments will be cancelled as well. Click anywhere to continue... Copyright 2012 Pulse Systems, Inc. Page 1 of 41
2 To begin, it is assumed that you have opened the PulsePro application and are logged in with the appropriate security and privileges to complete this task. Copyright 2012 Pulse Systems, Inc. Page 2 of 41
3 Click the Schedule icon in the navigation pane. Copyright 2012 Pulse Systems, Inc. Page 3 of 41
4 Click the down arrow on the View field to reveal the setting options. Copyright 2012 Pulse Systems, Inc. Page 4 of 41
5 Select the Multi-Resource option from the drop down list. Copyright 2012 Pulse Systems, Inc. Page 5 of 41
6 The patient needs consultations with doctors Bartow and Cardy, and a regular appointment with the family doctor. Locate the starting time of the first appointment and click the slot to select it. Copyright 2012 Pulse Systems, Inc. Page 6 of 41
7 Now right-click the same slot to activate the pop-up, and select "Add Selected." Copyright 2012 Pulse Systems, Inc. Page 7 of 41
8 The appointment slot turns green, indicating that the system has placed a temporary hold on this time slot. Copyright 2012 Pulse Systems, Inc. Page 8 of 41
9 To hold the next time slot, follow the same procedure. First, left-click on the next appointment with a starting time of 9:30. Copyright 2012 Pulse Systems, Inc. Page 9 of 41
10 Right-click and select Add Selected. Copyright 2012 Pulse Systems, Inc. Page 10 of 41
11 For the final of the three consecutive appointments, left-click the 9:45 time slot. Copyright 2012 Pulse Systems, Inc. Page 11 of 41
12 Right-click and select Add Selected. Copyright 2012 Pulse Systems, Inc. Page 12 of 41
13 All of the appointment slots are now temporarily reserved in the system, and will continue to be held for 1 hour. Copyright 2012 Pulse Systems, Inc. Page 13 of 41
14 Now, we need to go back and schedule each of the appointments. Right click on the first held slot. Copyright 2012 Pulse Systems, Inc. Page 14 of 41
15 If needed you could select CLEAR SELECTED LIST to start over. To continue with scheduling the appointments, click View Selected List. Copyright 2012 Pulse Systems, Inc. Page 15 of 41
16 The Scheduled Time List pop-up window displays all of your reserved appointments. If any of the appointments in the window are incorrect click Remove All. To start schedule this appointment, click the Schedule button. Copyright 2012 Pulse Systems, Inc. Page 16 of 41
17 Select the patient by typing the first 3 letters of the last name and first initial of the first name in the Name field, and then click the right arrow button. Copyright 2012 Pulse Systems, Inc. Page 17 of 41
18 Double-click on the patient's name. Copyright 2012 Pulse Systems, Inc. Page 18 of 41
19 Read through all of the Warnings and Copay notes, and then click Close in the bottomright corner. Copyright 2012 Pulse Systems, Inc. Page 19 of 41
20 A red X appears next to the appointment which you are currently scheduling. This mark helps you keep track of each appointment that you book. Since the resource already correctly appears in the Resource field, click the down arrow to reveal the list of procedures. Copyright 2012 Pulse Systems, Inc. Page 20 of 41
21 Assign the appointments to an episode to link them together. Click the right arrow to bring up the Episode Management dialog. Copyright 2012 Pulse Systems, Inc. Page 21 of 41
22 Type in a description for the visit or click the right arrow button to auto assign the description. Copyright 2012 Pulse Systems, Inc. Page 22 of 41
23 Click the Save & Exit button to return to the scheduler. Copyright 2012 Pulse Systems, Inc. Page 23 of 41
24 You may need to change the appointment default duration settings. To do so, click inside the field to highlight the number, and type over it. Copyright 2012 Pulse Systems, Inc. Page 24 of 41
25 Type 15 in the For field and click the save button to save the appointment. Copyright 2012 Pulse Systems, Inc. Page 25 of 41
26 Select Consultation. 11/25/2008 Deleted Fade-out of last slide and unchecked shuffle answers. Copyright 2012 Pulse Systems, Inc. Page 26 of 41
27 The Pulse Pro Scheduler pop-up box appears, indicating the appointment has saved to the system. Click OK. Copyright 2012 Pulse Systems, Inc. Page 27 of 41
28 Proceed with the next appointment, noting that most of the fields are complete. Click the down arrow to change the Procedure field. Copyright 2012 Pulse Systems, Inc. Page 28 of 41
29 This second appointment will be a stress test, so select this as the procedure type. Copyright 2012 Pulse Systems, Inc. Page 29 of 41
30 Click the Save button to save this appointment. Copyright 2012 Pulse Systems, Inc. Page 30 of 41
31 The Pulse Pro Scheduler pop-up comes up again, indicating that this second appointment has saved to the system. Click OK Copyright 2012 Pulse Systems, Inc. Page 31 of 41
32 Complete the final appointment for the family physician and click SAVE to save the appointment. Copyright 2012 Pulse Systems, Inc. Page 32 of 41
33 The 3rd appointment is now saved, Click OK Copyright 2012 Pulse Systems, Inc. Page 33 of 41
34 The Appointments per Episode window displays the all of the linked appointments. Click the Close button. Copyright 2012 Pulse Systems, Inc. Page 34 of 41
35 The three linked appointments appear as consecutive events in the schedule. Now assume Daniel calls to cancel his appointments. Right click on any of his appointments. Copyright 2012 Pulse Systems, Inc. Page 35 of 41
36 And select Cancel from the menu. Copyright 2012 Pulse Systems, Inc. Page 36 of 41
37 All of the linked appointments for the Headaches episode appear. You could cancel any appointments by right clicking on each appointment in the list and canceling individually OR simply click the CANCEL ALL button to cancel all of the linked appointments at once. Copyright 2012 Pulse Systems, Inc. Page 37 of 41
38 A pop up dialog appears confirming you want to cancel all appointments. Click the YES button. Copyright 2012 Pulse Systems, Inc. Page 38 of 41
39 Type in a reason for the cancellation and click the OK button. Copyright 2012 Pulse Systems, Inc. Page 39 of 41
40 The linked appointments are now canceled. Click the CLOSE button to return to the scheduling screen. Copyright 2012 Pulse Systems, Inc. Page 40 of 41
41 You now know how to schedule linked appointments. Click the Exit button on the toolbar to return to the main PulsePro dashboard. Copyright 2012 Pulse Systems, Inc. Page 41 of 41
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 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 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
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
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 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
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
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 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
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
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.
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 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
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
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
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 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
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.
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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 Template Editor function to create and maintain templates used in the e-note module. Click anywhere to continue
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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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