ONTARIO CHIROPRACTIC ASSOCIATION ASSOCIATION CHIROPRATIQUE DE L’ONTARIO

1. ONTARIO CHIROPRACTIC ASSOCIATION ASSOCIATION CHIROPRATIQUE DE L’ONTARIO Patient Management Program Eastern Canada Version 9.0.0.0

2. Main AppointmentBook Screen Main Screen • Features: • Personalized Appt Book for Each Practitioner • Colour Coding for Appt Type & Status • Access Up to 27 Practitioners

3. Patient names are colour coded for appointment status.

4. A coloured corner box indicates the type of appointment the patient is coming for which is customizable by the user.

5. Access different appointment book dates easily with the appointment book taskbar, highlighted with the yellow box.

6. Click on a day of the current week or click the down arrow beside the date to pull up the calendar.

7. Click on a day of the current week or click the down arrow beside the date to pull to pull up the calendar.

8. Columns across can be customized from 1 to 9 per practitioner with the click of a button.

9. Creating CustomizedAppointment Books Create Appt. Books • Features: • Customize the Appointment Book by Adding Practitioners of Choice in Specific Orders • Create as Many Appointment Books as You Want • Link Appointment Books Together as a Set for Specific Days

10. The Default Appointment Book with all practitioners. Note the practitioners on the tabs at this time.

11. Add only the practitioners you wish to access in whichever order you choose. This book was created for the Chiropractors.

12. You can create as many appointment books as you want. Access different appointment books by pressing the space bar. This book was created for the massage therapists.

13. Patient Information &Adding A New Patient Main Screen Adding A New Patient • Features: • ‘Copy from Existing’ option to speed up inputting for common family information • ‘Link’ family members for ease of Appointment Scheduling and Account Payment

14. This is where you add a New Patient or view or edit Patient Information.

15. The Related Patient button will link your patients with other family members or other files they have in order to simplify payment and appointment bookings.

16. Add Related Patients by simply locating family members on the left and double clicking to add them to the list on the right.

17. The Comment area can be used for any information you need regarding this patient. You may also select comments from a list that you created previously.

18. Pop Ups are information boxes that will appear on a patient file ‘where’ and ‘when’ you choose, stating whatever information you require about this patient or their appointment.

19. Here is a Pop Up that was scheduled to ‘pop’ upon accessing the patient from an on-screen appointment.

20. This screen is for entering WCB information. We also have a personalized envelope and label feature!

21. Here is the envelope and label feature. The patient name and address can be edited and a return address added. Labels are produced using a Dymo LabelMaker (purchased separately).

22. Full details on personal and secondary EHC as well as MVA information are input on the EHC & MVA tabs.

23. Customizing PMP Setup Customize Set Up • Features: • Customize Office, Practitioner, & Specific Computers • Appointments, Fees, Doctors Hours, & Vacations are editable to your specific needs

24. The Setup menu gives numerous areas to personalize and setup the PMP to your specifications.

25. Let’s go to Clinic Defaults

26. Clinic Defaults is where you setup information regarding your office.

27. Let’s check out the Treatment part of Fee Schedule

28. The Treatment Fee Schedule lists all your Practitioner Fees including Patient fees and WCB.

29. Add Treatments to your Fee Schedule reflecting your Patient fees and WSIB.

30. Let’s go to Statement Comments

31. Statement Comments are setup so that they can be added to the bottom of patient statements.

32. Here is a Comment selected for a Patient Statement.

33. Next we are going into Vacation / Holiday Schedule

34. The Vacation / Holiday schedule is where you create holidays (Blue) for the entire office and vacations (Green) per practitioner.

35. Summary Sheets Summary Sheets • Features: • Summary Sheets can be detailed by either Practitioner, Partnership (practitioners on appointment book) or the Entire Clinic • Summary Sheets are created in a standard format for ease of understanding and readability

36. The first page of the Daily Summary Sheet details individual transactions as well as next appointment.

37. The last page shows the totals. Summary Sheets can be detailed by either Practitioner, Partnership (practitioners on appointment book) or the entire Clinic.

38. The first page of the Yearly Summary Sheet details each Month’s totals.

39. The last page breaks down the yearly Receipts, Billings and Statistics.

40. User FriendlyHelp Menus Help Menus • Features: • F1 produces interactive and text help menus • Index, Related Topics and Print options are included • PMP Handbook included in Help menu

41. Please Note: At present The help menu has been created with Ontario items. This is an ‘Interactive’ help screen. On this screen clicking onto items of question will bring up a detailing of that item.

42. The help box showing Arrived Information appeared after clicking onto ‘Brian Berrimore’ and details the appointment type colour coding.

43. Other help menus produce basic screen text relating to the screen you were on when F1(help) was accessed.

44. The ‘Help’ menu offers an option to ‘Start Handbook’. The handbook contains basic instructions on PMP functions and setup instructions.

45. The handbook will open in Adobe Reader and is printable .

46. The ‘About’ menu opens an interactive screen with information and links to PMP, OCA and generally required websites.

47. Reports Reports • Features: • PMP offers you over 27 different reports, most of them available by practitioner with date and other options • Choice of Reports that are customizable and showonly the information you have chosen

48. A Patient Query Report is an area where the user can create customized reports covering a multitude of criteria with only the required information.

49. This tool is very helpful when you need specific information such as a new patient list between specified dates, or a report of patients that will become seniors this year. This area is a favourite of many PMP users.

50. Utilizing the query is easy, checkmark the information you wish to gather.