Visits - Helping Hands Health & Wellness Center
Contents
1. 12 16 2008 v Ty m 7d SSN Street 1 Street 2 City State County Country Home Phone Work Phone Pager Mobile Phone Email Marital Status Number of Children Clinic Location Patient Type Employment Insurance Registration Date O Veteran s8 Open Instances Facesheet CCM O US Citizen US Resident NOTE Profile Il has required information C Head of Household Z Ineligible for Services Profile I Alerts Open Module Instances a ary rofile j Allergies Appointments Expenses Family History He k PAP k Scripts k Visits Bill Tracker Donors amp Donations Drug Inventory MedServices WinPAP l Volunteers amp Time Patient Module ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 ai Delete 3 Add fA Save 3 MedServices User Manual Version 5 Page 46 In the Expenses screen below the buttons are located inside the screen on the Patients Module They can be used to Delete an Expense Add an Expense or Save the Expense information to the Patient s Record ag MedServices v5 Molly s Clinic File Edit Administration Tools Reporting Help2. Patients debaz Facility Home Page Visits ID 0 Schedule Module tients Modu Add New Patient ann 3 Expenses for Search Patients Expense Description Espense Tv Monthly Expense Amount Total 0 00 e Open Instances mon n E x Open Module Instances N I ary Profile Allergies Appointments oe Family History He j s PAP it Scripts it Visits a Delete A Add lH save 5 A Bill Tracker A Donors 8 Donations MedServices WinPAP a Volunteers amp Time Patient Module The Delete Add and Save i I buttons are used i l i throughout MedServicesto l l l l l manage the data being A entered by the user ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 47 Contact Information MedServices Technical Support 423 479 6729 Ext 1 Support DataNetSolutions org Register for Check with a Tech CWAT Support DataNetSolutions or General Questions 423 479 6729 Ext 1 Info DataNetSolutions org DataNet Solutions Sales and Marketing 423 479 6729 Ext 2 Sales DataNetSolutions org DataNet Solutions Accounting 423 479 6729 Ext 3 DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729
3. BPReading l BPReading ll Systolic BP o Diastolic BP o Pulse o Systolic BP o Diastolic BP o Pulse o Temperature o o Resp o Temperature o o Resp o Notes BHI Notes Weight o Height ft o e Open Instances ansan OO Height ln 0 BMI 0 00 Total Visit Charges 50 00 Patient Charges 0 00 Payment Search Visit DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 15 Adding Additional Details Once the Patient Visit Record has been saved use the available features at the top of the Visit Record screen to record additional details of the visit Each feature will create a record with a unique ID number Procedures 1 Click on the Procedures button 2 Click on the Add button 3 Enter each system value or select a system value from the list 4 Usethe TAB key on the keyboard to move from field to field 5 Use the Notes field to record additional details 6 Click on the Save button 7 Click on the Return button to return to the Visit screen or click on an Additional Feature button at the top of the screen to add additional details Repeat steps 1 6 to add each additional Procedure Edit a Procedure 1 Select the Procedure in the table 2 Make corrections to the system values in the necessary fields 3 Click on the Save button 3 Procedures Procedures Diagnosis Diag Tests Dental Supplies Refe
4. Solutions Inc 254 Broad Street SW e Cleveland TN 37311 e 423 479 6729 MedServices User Manual Version 5 MedServices User Manual Version 5 Page 2 Table of Contents TableofContentsai nc 2 Users Guide 4 OBEINE tea 5 Facility Home Pare ota 7 Patient VisitRecorascaias lee 8 Creating a New Patient Visit Record 4 OptiONS evveeeeeeoueooueoouooouooouoooueooueooueooueooueooneooneooueooneoooeoonsoonnos 8 From the Visits MOUSE SS io 8 FROMM the Search VIS AL Screen 9 From the Patient Record in the Patients Module vise un Aaa E A 10 From the Physician s Daysh et a areale T 11 Recording the Patients Visita 12 Adding Additional Details ciglia 15 F OCHAN OS k ii td e echt ta a ns i ka ot a e ap ok a age kota cab e aaa ok kas ads 15 DIA NO SE erat ae k ii fan kt fa nats knn RS TT 16 DIA EROS Teatina 17 ipotensione 18 Dental Procedur oS lei bei belin 19 O 20 AAA nn PP O 21 ECN o e o 22 CASS EA A ei pf hu a a ok oats la Mee Ya e a n oe e e l te Re 23 EXA NOE Sosa iii 24 A O e A a oak a y 25 ENFOCAN e ee ab obi aa 26 l FA L fia at a rta 26 Cds ee 27 ASMA PRECOCE RA IAA 28 A ana 29 A lc 30 TINO dec 31 Payments dada an 32 RECEIVE IP AY MED l ot PO POCO E o iaia 32 Edita PAYEN ki et a aie ane oi a n ka n ae n io 32 Print a Recelpt OF Statement eee kwi te pire iya n ke e kl pa ke kak en bes ke a denser sane ol 32 Preview Error tor Receipts OF Statements isis e l ak a kk n ka a ak ak a apa a a a k
5. Donors 8 Donations Drug Inventory MedServices WinPAP MedServices Schedule MedServices Rx Visits Volunteers amp Time Patient Module DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 44 Moving between Open Instances There are 4 options for moving between the Open Instances Because a user can have multiple instances of the same module open all of the tabs may not be visible Use Options 2 through 4 to navigate to a tab that is not visible Option 1 Click on the tab Option 2 Click on any tab and then use the left or right arrow keys on the keyboard Option 3 Click on the drop down arrow and select the Open Instance from the drop down list EN MedServices 5 j lx File Edit Administratiog Reporting Help Visits m 4 W Drug Inventory Fac e Visits Module Visit Module N Patients ID 0 New Patient Patients Module Patients Module Rx Module WinPAP Module i fl page Seen Dia Tenor tsas MedServices Today Visits Modul Search Drug Inventory Visit Module Daily Clinical Activity Summarization Patients ID 0 New Patient Patients Module Appointments Mo Patients Module Rx Module WinPAP Module Visits Module Donor Module Today 0 00 Recertifications 0 Visit Activity 0 E xx Scripts Filled Y T D 0 00 M T D 0 00 T oday 0 00 Prod
6. Patient Name Addressi Address2 City State Zip Chief Complaint Doe John SSN Phonel AK 111 11 1111 555 422 1234 DOB 1 1 2001 Phone2 PA L 1 L 1 1 1 6 Diagnosis O VIRAL PNEUMONIA 480 O INFLUENZA 487 O EMPHYSEMA 492 O DISEASES HARD TISSUE TEETH 521 O URETHRAL STRICTURE INFECTION 598 0 O CHOLERA 001 O TYPHOID PARATYPHOID FEYERS 002 FI TYPHAID FFVFR nn N Diagnostic Tests O Sample Diagnostic Test 1 O Sample Diagnostic Test 2 Case Management O HC PRO PHONE CALL 5 10 MIN 98966 HC PRO PHONE CALL 11 20 MIN 98967 HC PRO PHONE CALL 21 30 MIN 98968 O PHONE E M BY PHYS 5 10 MIN 99441 O PHONE E M BY PHYS 11 20 MIN 99442 O PHONE E M BY PHYS 21 30 MIN 99443 O ONLINE E M BY PHYS 99444 Exam Notes Prescriptions History Procedures O EKG O Physical Lab Procedures O 1 User Defined O See Chronic Disease Manager O LAB PATHOLOGY CONSULTATION 80500 O URINALYSIS AUTO W0 SCOPE 81003 O URINE PREGNANCY TEST 81025 O ASSAY BLD SERUM CHOLESTEROL 82465 O ASSAY OF CREATINE 82540 FI RFAGFNT STRIPARI NAN GLICNSF 82948 Supplies O Ace Bandage O Splint O Neck Brace Vitals Systolic BP Diastolic spl m Height ft kibightin l BMI Temperature Pulse BMI Weight Resp or Level Of Care O User Defined or O OFFICE OUTPATIENT VISIT NEW 99201 O OFFICE OUTPATIENT VISIT NEW 99202 O OFFICE O
7. 3 4 5 Click on the Payment button Enter each system value Use the Notes field to record additional details Click on the Save button Click on the X button to return to the Visit screen Repeat steps 1 4 to add each additional Payment Edit a Payment 1 2 3 4 5 Click on the Payment button Select the Payment in the table Make corrections to the system values in the necessary fields Click on the Save button Click on the X button to return to the Charge Tab Print a Receipt or Statement Receipts can be printed for each payment the Patient Visit will show as the Chief Em Payments The description of the receipt printed from Payments Complaint The receipt will reference the unique Visit ID number The Statement will include all details for all payments made to the Patient s account including payments for Administrative fees PAP and Prescriptions Direct Print will send the receipt or statement directly to the default printer 4 Click on the X button to return to Receive Date a Payment Method Add Date 9 14 2009 9 14 2009 4 19 Received Date 9 14 2009 Check o Click on the Payment button ini Da usi Click on the Print drop down arrow Notes Total Charge 10 00 to display the Payment Printing Balance 5 00 options Select the desired printing option Receipt Print Options yd Delete BA With Preview Direct Print Statement Printing Options With Preview Direct Prin
8. F3 FIO Fil Fiz Prn Scrl Pza San Lek Erk SS ENE n E EE A n E di i p g wwrrr___ z_s amp mrmrweoa_e_0 rr _ _ _ _ _ __ _2m_ _ lt m6k EE EE 0001 6281 A L LA E S A A CA E on Spacebar ZO __ IF L 4 Click on the Save button to save the Exam Notes 5 Click on the OK button 6 Click on Print button and select a printing option Exam notes can also be printed from the Patient Visit module 7 Click on the Exit button to return to the Daysheet I I Configure the Exam Notes using the Administration Preferences Exam Notes Configuration Utility I l DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Entering a Prescription Page 38 Exam Motes Prescriptions History A prescription can be entered from the Daysheet or from the MedServices Rx Module 1 Click on the Prescriptions button x p V Select Drugs from Local Inventory 516 1 SIG 2 Prescribed Gty MI Supply Days fs Prescribed Refills Rx Date 3 25 2008 Stop Date 3 25 2008 Dispense As Written DAWO x kai Save amp New kal Save amp Close Cancel Select a Prescriber If the Select Drugs from Local Inventory box is checked MedServices will check the Clinic s local inventory database for drug details If the drug is not available in the Clinic s local
9. Notes button to record Notes Click on the Save button Click on the Return button to return to the Visit screen or click on an Additional Feature button at the top of the screen to add additional details Repeat steps 1 6 to add each additional Case Management detail or activity Edit a Case Management record 1 Select the Case Management record in the table 2 Make corrections to the system values in the necessary fields 3 Click on the Save button 3 Case Management Procedures Diagnosis Diag Tests Dental Supplies Referrals Education case Management Case Mgmnt ll Qty Cost Total Provider Specialty Ay T In House Date Completed Fi Sliding Fee Results FO Re Schedule Date Charge Search Misit_ DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 24 Adding Additional Details Exam Notes Only one Exam Notes record can be created for each Patient Visit Exam Note templates and shorthand can be added by the Clinic Administrator See Preferences Manual 1 Select a template from the list or type the exam notes freehand in the exam notes box Only one exam note can be entered per patient visit The template is a guide and text can be added removed or changed When using an Exam Notes Template press the TAB key on the keyboard to move the cursor from place holder to place hol
10. Preferences Manual Click on the CDM button at the top of the Visit screen Select the appropriate Chronic Disease tab Screenshots of each tab are on the next few pages Enter each system value or select a system value from the list Use the TAB key on the keyboard to move from field to field AA eb Use the Notes field to record additional details Time and Date Stamps are available by using the Notes button to record Notes Click on the Save button Click on the Close button to return to the Visit screen Diabetes WZ Chronic Disease Manager Patient John Doe Visit Date EN 542009 Notes Systolic BF O Diastolic BP O Physician Maru Smith Weight Temperature 0 0 Respiratory O Pulse Diabetes Cardiovascular Asthma Anticoagulation Anemia Thyroid These reading were taken for the office visit on an 52009 Readings Last Checked Readings Last Checked Fasting Glucose pen Eye Exam hon kr Random Glucose ne Foot Exam on e Potassium TSH Po Ca ci BUN O Total Cholesterol Pou Po a Serum Creatinine El al HDL po ee Liver SGPT ioe po Liver AST SGOT Triglycerides Hgbalc aa Cholesterol Type n Fructosami E Srila n Protein by UA FA Microalburnir El ol ia T Save Clase wi Delete i Add Save Search Visit y ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSo
11. can be sorted by clicking on the column headings at the top of the table 3 Double click on the Gra y box Pip sl Last Name 2 First Name Chart Patient Status a tt Asia po a next in the first 5 Allen Tim 123456789 7 30 2010 7 25 1960 column of the 7 Brown Karen 123447 Recurring 123 45 6789 4 2 2010 5 26 1975 4 Doe John 123444 Family 11111 1111 4 2 2010 1 1 2001 results table to 6 123446 00 00 0002 4 2 2010 8 26 1910 load the Patient Record or select a Patient from the list and click on the OK button 4 Enter all or part of one Physician Field s system value to search for the Physician Example Enter ma in the First field to search for a first name of Mary Click on the Reset button to clear the fields and reset the search criteria Physician ID l First Name Mary Last Name Smith 5 Press the Enter key on the keyboard or click on the Search button If multiple records match the search a separate window will open with the Physician Search Results By default the search results table is sorted by Last Name The table can be sorted by clicking on the column headings at the top of the table 6 Double click on the Gray box next in the first column of the results table to load the Physician Record or select a Physician from the list and click on the OK button DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions or
12. inventory database MedServices will display a Drug Not Found notice Select a Drug from the Search Results table Click the OK button drugname strength doseage csc 13411011610 Mobic DA TABS 75 ca E 92959062330 065536 TABS TABS Dosage No Child Proofing Type the first few characters of the Drug name in the Drug field and press the TAB key on the keyboard Drug Mot Found X Could not find the drug mob Please try again 100 000 100 000 100 000 100 000 100 000 100 000 100 000 20 000 20 000 20 000 20 000 30 000 30 000 30 000 30 000 OF Cancel DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 39 7 Enter the instructions for taking the medication in the SIG 1 and SIG 2 fields Enter the short hand SIG into the SIG 1 and or SIG 2 field and press the TAB key to expand the shorthand SIG to the long description and automatically move the cursor to the next field Complete the remaining fields Click on the Save amp New button to create another prescription for the patient or Click the Save Close button to return to the Daysheet ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 40 Opening a Patient Visit Record File Edit Administration Tools Reportin
13. r J Mo records Found Search results will be displayed on the Search tab in a new Visit Module tab Search by Search Criteria Enter value press Enter Chart Number Patient Last Name Patient First Name Date of Visit Provider Clinic Type Clinic Location Level of Care Chief Complaint Physician Faciliy Home Page PAN Search Result Options The visit search job has returned a list of patient visits that meet the search criteria Click on the row selector to choose a visit to work with 7 Click on a column header to sort the list 8 Double click on the Gray box in the first column of the Results table to open the Visit Record 9 Click on the New Search button to reload the Search window ay _ lt Click on the New Search button to perform a new search Visits Found Visit First Name Last Name Patient ID Doe 4 Doe 4 Doe John New Patient Vist Click here to open a new patient visit a New Find Click on the button below to begin the search A window will appear displaying the results Chart Date of Visit 12344 6 1 2009 12344 9 14 2009 8 00 AM 12344 9 15 2009 wi Delete 3 Add Save ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 42 Patient Visit Records View and Edit A table showing all the Patient Visit records lin
14. the record link to view the summary details Click on the column header to sort each list Si a Click on the Exit link to close the History and return to the Visit screen 3 Health History Allergies Current Medications Welcome n Case Management Health History Dental one n ee View medical history records on a patient on these Inquiry screens Diagnosis Diagnostic Tests View medications that the patient is currently taking Sousa View outsourced lab work and the results ha View a history of diagnosis for a particular patient Review any Diagnostic tests performed on a patient Procedures View Patient dental history Referrals Lookup any referrals made on behave of any patient Exit Click an a column header to sortthe lists by that particular column Click on the links to the let in order to view each inquiry ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 26 Chronic Disease Manager The Chronic Disease Manger CDM is an optional module Clinics that have purchased the CDM module can closely monitor the health of patients who suffer from Diabetes Cardiovascular Asthma Anticoagulation Anemia and Thyroid disorders Lab and Exam results including the time frame between tests and exams can be monitored using the Chronic Disease Manger Settings for the CDM are entered by the Clinic Administrator See
15. 0 Today 0 00 Recertifications 0 Visit Activity 0 f _ E Scripts Filled Y T D 136 00 M T D 136 00 Today 0 00 Product Information User Licenses 10 Scripts Written 0 ocripts vriten Users Logged In 1 e Open Instances oa Data Medservices2 Open Module Instances e Bill Tracker Donors amp Donations Drug Inventory MedServices WinPAP Patients MedServices Schedule Volunteers amp Time Refresh Visits Module 1 Click on Visits in the list of available modules to make the Patient s Module the Active Module 2 Click on the Add Visit link in the Active Module window to launch the Visits Module in a new tab ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 9 From the Search Visit Screen 1 Click on the New button or 2 Click on the Add button 3 Search Search by Search Criteria New Patient Vist Enter value press Enter Click here to open a new patient visit Chart Number New Patient Last Name Patient First Name Find Date of Visit Click on the button below to begin the ceda A window will appear displaying the results Provider Clinic Type Clinic Location Level of Care Chief Complaint Physician monn S FRGEP EET Ee DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNet
16. Solutions org e 423 479 6729 MedServices User Manual Version 5 Page 10 From the Patient Record in the Patients Module 1 Click on the Visits button File Edit Administration Tools Reporting Help Patients a Facility Home Page atients ID 4 OS zeala fan Patient Profile I for John Doe Search Patients Patient ID a Chart 123444 Sec ID Prefix First John Middle Last Doe Suffix DOB 1 1 2001 By 8m 13d SSN 11 11 1111 Street 1 Street 2 City y State Alaska Zip Code County ed Country fi y Home Phone 1655 422 1234 Work Phone Ext Sex Pager Mobile Phone Race Email Ethnicity w Marital Status y Number of Children o Number in Family o Clinic Location Patient Type y Patient Status Family y H Employment Insurance Cape Fear Healthnet Registration Date fi 23 2008 Last Recert Date azi 4 2009 Next Recert Date 4727201 0 I Veteran US Citizen I US Resident IT Head of Household 7 Ineligible for Services Facesheet n Profile I Notes 21 Alerts W Open Instances Documents ri Search 1 Summary east Atergles Appointments Charge Exp j PAP Scripts Te Delete 7 Add HH Save Open Module Instances Bill Tracker amp Drug I MedServices WinPAP MedServices Rx Volunteers amp Time 1 Patient Module ODataNet Soluti
17. TEST 81025 O ASSAY BLD SERUM CHOLESTEROL 82465 O ASSAY OF CREATINE 82540 FI REAGENT STRIPARI ANN GLLCOSF A294A Supplies O Ace Bandage O Splint O Neck Brace Version 5 Vitals Systolic BP Diastolic epl mqmm Height ft Height in BMI Pulse BMI Weight Resp ro or or Level Of Care O User Defined O OFFICE OUTPATIENT VISIT NEW O OFFICE OUTPATIENT VISIT NEW O OFFICE OUTPATIENT VISIT NEW O OFFICE OUTPATIENT VISIT NEW O OFFICE OUTPATIENT VISIT NEW O OFFICE OUTPATIENT VISIT EST M MFFINEANLITRATIFNT VISIT FST Referrals O Fit for Duty O Client Referral Form O Physician Visit Education O Staying Healthy O Food and Nutrition O Quitting Smoking O Pregnancy amp Childbirth O Birth Control Page 11 Temperature 99201 99202 99203 99204 99205 99211 99212 DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 12 Recording the Patient s Visit Required values display in Yellow Users will be prompted to complete these fields before moving to the next step Unavailable values display in Using the Tab key on the keyboard will skip these fields If the Patient section of the Visit record is Red the patient has been flagged by the clinic as Ineligible for Services 3 Patient Visits Procedures Diagnosis Diag Tests Dental Supplies Refe
18. UTPATIENT VISIT NEW 99203 O OFFICE OUTPATIENT VISIT NEW 99204 O OFFICE OUTPATIENT VISIT NEW 99205 O OFFICE OUTPATIENT VISIT EST 99211 M MFFIKFANLITPRATIFNT VISIT FST 99212 Referrals O Fit for Duty O Client Referral Form O Physician Visit Education O Staying Healthy O Food and Nutrition O Quitting Smoking O Pregnancy amp Childbirth O Birth Control Refresh pisos History ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 37 Entering Exam Notes Exam Notes Prescriptions History 1 Click on the Exam Notes button 2 Selectatemplate from the list or type the exam notes freehand in the exam notes box Only one exam note can be entered per patient visit The template is a guide and text can be added removed or changed When using an Exam Notes Template press the TAB key on the keyboard to move the cursor from place holder to place holder The entire place holder including the label will be overwritten when the provider enters the additional details 3 Insert Shorthand Notation from the Shorthand List into the Exam Notes using the key and the spacebar For the Shorthand Notation perl Type Type perl Press the spacebar key Pressing the spacebar key will convert the Shorthand Notation into the long description Shorthand Notations are case sensitive Esc Fl F F3 F4 F5 F Fr Fa
19. cian DaySheet Add Prescription Pl Hide Completed Date 9 4 2009 Physician Dr Mary Smith Refresh knn i i Patient Time Appt Type Patient Phone Status Loca History m Time History Unfilled Unreviewed Of P Drug Date a Allen Tim E30 AM Procedure 555 423 8989 ky History x Current Medications prua ame Strength Last Filled Supply Days m Meloxicam 9 4 2009 4 50 PM With Food Prior Diagnosis INFLUENZA 487 Allergies ranma pesto m Cat ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Recording the Visit from the Physician s Daysheet 1 Click on the Patient s Name to display the Daysheet Page 36 2 Use a mouse or stylus to select the appropriate system values in each section of the Daysheet 3 Click on the Save button File Edit Administration Tools Reporting Help MedServices Rx A gt Add Prescription Search Prescriptions Allen Tim Physicians Daysheet El Hide Completed Facility Home Page 8 30 AM Procedure Date g 4 2009 Physician Dr Mary Smith 555 423 8989 gt The Physician s Daysheet can be configured by the Clinic s Administrator See Daysheet Manual DataNet Solutions Demo Date of Visit 254 Braod Street SW y Cleveland TN 37311 423 479 6729 Demographics
20. dditional Feature button at the top of the screen to add additional details Repeat steps 1 6 to add each additional Dental Procedures Edit a Dental Procedure 1 Select the Dental Procedure in the table 2 Make corrections to the system values in the necessary fields 3 Click on the Save button 3 Dental Procedures Diagnosis Diag Tests i Dental Supplies Referrals Education lt lt Trees Dental Oty Cost so Total Provider Specialy T InHouse Date Completed Sliding Fes Results Re Schedule Date Charge Search Visit ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 20 Adding Additional Details Supplies 1 Click on the Supplies button Click on the Add button Enter each system value or select a system value from the list Use the TAB key on the keyboard to move from field to field Use the Notes field to record additional details Click on the Save button W A A n Click on the Return button to return to the Visit screen or click on an Additional Feature button at the top of the screen to add additional details Repeat steps 1 6 to add each additional Supplies used during the visit Edit a Supply 1 Select the Supply in the table 2 Make corrections to the system values in the necessary fields 3 Click on the Save button 3 Supplies Procedures Diagnosis Diag T
21. der The entire place holder including the label will be overwritten when the provider enters the additional details 2 Insert Shorthand Notation from the Shorthand List into the Exam Notes using the key and the spacebar For the Shorthand Notation perl Type Type perl Press the spacebar key Pressing the spacebar key will convert the Shorthand Notation into the long description Shorthand Notations are case sensitive Esc Fl Fz F3 F4 F5 F Fr Fa F9 Fig Fil Fiz Prn Scrl Pza Scr Lek Erk ETE n n E EE x ON Ne 3 Click on the Save button to save the Exam Notes 4 Click on the OK button 5 Click on Print button and select a printing option Exam notes can also be printed from the Patient Visit module 6 Click on the Exit button to return to the Daysheet The Clinic Administrator can configure the Exam Notes using the Administration gt Preferences gt Exam Notes Configuration Utility DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 25 Edit the Exam Notes record Click on the Exam button 2 Make corrections to the Exam Notes record as needed 3 Click on the Save button 4 Click on the Exit button to return to the Visit screen Health History The Health History is a summary of all the Visit records linked to the Patient record Click on the Health button to open the History Welcome Screen Click on
22. es I Password Cannot be changed by an l a Administrator l ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Facility Home Page MedServices opens with the MedServices Today page displayed on the Facility Home Page Tab Statistics from the current days activities are tracked on the MedServices Today page The Patient Module is the default Active Module Show Hide Module Navigation Bar Button Active Module Window List of Open Instances of the Active Module List of Available Modules Active Module MODULE NAVIGATION BAR Available Module Navigation Buttons Reporting Help MedServices Today Daily Clinical Activity Summarization ag MedServi File fation Too Patients Add New Patient Search Patients Appointments 0 Links to open an Instance of the Active Module Recertifications 0 Visit Activity 0 s Open Instances y Scripts Written 0 Open Module Instances Bill Tracker Donors 8 Donations Drug Inventory MedServices WinPAP MedServices Schedule MedServices Rx Visits Volunteers 8 Time Patient Module The Clinic s Database automatically refreshes every 3 5 minutes When making a change to the system like entering a new patient or scheduling an appointment other users will be able to see t
23. ests Dental Supplies Referrals Education Supplies w Oty Cost so Total Sliding Fee Results CO Ch Re Schedule Date arge Return Search Visit DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 21 Adding Additional Details Referrals 1 Click on the Referrals button Click on the Add button Enter each system value or select a system value from the list Use the TAB key on the keyboard to move from field to field Use the Notes field to record additional details Click on the Save button W A A n Click on the Return button to return to the Visit screen or click on an Additional Feature button at the top of the screen to add additional details Repeat steps 1 6 to add each additional Referral Edit a Referral 1 Select the Referral in the table 2 Make corrections to the system values in the necessary fields 3 Click on the Save button 3 Referrals Procedures Diagnosis Diag Tests Lab Dental Supplies Referrals Education reis e Tee Troise Referrals r Uty Provider Specialty T In House Date Completed Fi Sliding Fes Results O Re Schedule Date Charge Search it ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 22 Adding Addi
24. et me appt ype Patient Phone Unfilled Unreviewed Options Ey Drug Date m Allen Tim 8 30 AM Procedure 555 423 8989 gn Choosing a Physician and Appointment Date 1 Select a Date using the drop down list 2 Select a Physician 3 Alistofappointments scheduled for the Physician on the selected date will show in the Daysheet table Changing the Appointment Status The Patient s Appointment Status Codes are color coordinated and have been predefined by MedServices All appointments are coded as Open when the appointment is entered into the schedule Date 39 422009 Physiciam Dr Mary Smith Hide Completed Allen Tim 8 30 AM Procedure 555 425 8989 m o over MN completes Cancelled By Patient P Cancelled By Clinic No Show N ese 1 Click on the Patient s Appointment Status box and select a new patient status 2 Check the Hide Completed box to remove G mipletea appointments from the Daysheet table DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 35 Viewing the Patient s History 1 Click on the History button to display the Patient s History including Current Medications Prior Diagnosis and Allergies 2 Click on the Close button to return to the Physician s Daysheet Tab File Edit Administration Tools Reporting Help MedServices Rx Facility Home Page ysi
25. ey on the keyboard to move from field to field Use the Notes field to record additional details Click on the Save button pd Poe Ra Click on the Return button to return to the Visit screen or click on an Additional Feature button at the top of the screen to add additional details Repeat steps 1 6 to add each additional Laboratory Tests Edit a Laboratory Test 1 Selectthe Laboratory Test in the table 2 Make corrections to the system values in the necessary fields 3 Click on the Save button 3 Laboratory Procedures Diagnosis Diag Tests Dental Supplies Referrals Education Laboratory Oty Cost Total Provider F InHouse Date Completed El Sliding Fee Results en Re Schedule Date Charge Search Visit ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 19 Adding Additional Details Dental Procedures For clinics that do not use the MedServices Dental Module dental procedures can be detailed using the Dental feature in the Patient Visit Module Click on the Dental button Click on the Add button Enter each system value or select a system value from the list Use the TAB key on the keyboard to move from field to field Use the Notes field to record additional details Click on the Save button E SD m Click on the Return button to return to the Visit screen or click on an A
26. g Help Visits 1 5 Add Visit 2 MedServices Today Search Visits Daily Clinical Activity Summarization Appointments 1 Summarization 555 422 1234 9 14 2009 8 00 AM Dr Mary Smith Value of Visits Y T D 75 00 M T D 65 00 Today 0 00 Recertificatons 0 Visit Activity 0 Scripts Filled Y T D 136 00 M T D 136 00 Today 0 00 Product Information MedServices v5 User Licenses 10 Scripts Written 0 Users Logged In 1 s Open Instances mscott Data Medservices2 CO on Module Instances Refresh Visits Module 1 Click on Visits in the list of available modules to make the Patient s Module the Active Module 2 Click on the Search Visit link in the Active Module window to launch the Visits Module in a new tab ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Search Version 5 3 Enter search criteria for finding the Visit record Page 41 MedServices can search by partial values To search for John enter Jo in the Patient First Name field 4 Click on the Find button to launch the search the first search criteria an be launched using the Enter key 3 Search 5 Running the search without criteria will display a list of all the Visit records 6 MedServices will notify the user if no records match the search criteria DSI YisitsModule z O
27. g e 423 479 6729 MedServices User Manual Version 5 Page 14 Recording the Patient s Visit A Visit ID number is automatically assigned to the Patient Visit Record by MedServices Use the TAB key on the keyboard to move from field to field Disabled fields will be skipped Enter each additional system value or select a system value from the list if available Use the Notes field to record additional details Use the OTC Meds field to record Over the Counter Medication 10 Click on the Save button Once the Patient Visit Record has been saved use the available features at the top of the Visit Record screen to record additional details of the visit Each feature will create a record with a unique ID number File Edit Administration Tools Reporting Help Visits Ld F Facility Home Page 3 Patient Visits Procedures Diagnosis Diag Tests Supplies Referrals Education Add Visit Search Visits Health Wisit Date Patient ID Level of Care Physician 9 15 2009 John OFFICE OQUTPATIE Mary Smith 9 14 2009 8 00 Delete Me 6 1 2009 OFFICE OUTPATIE Mary Smith First dom Last Doe Recert Date 4 2 2010 DOB 1 1 2001 SSN 777 777 7777 Status Family Physician ID 1 First Name Mary Last Name Smith Visit Date 9 1 5 2009 Chief Complaint Headache and fever Level of Care OFFICE QUTPATIENT VISIT NEW 9920 Provider Dr Mary Smith Visit ID fis Clinic Type Walk In Location Chen
28. he update within 3 5 minutes Users can manually refresh their system by using the Refresh Button Page 7 Molly s Clinic xX Open Instance Summarization Navigation Buttons Value of Visits Y T D 0 00 M T D 0 00 Today 0 00 Scripts Filled Y T D 0 00 M T D 0 00 Today 0 00 Product Informaton MedServices v5 User Licenses 10 Users Logged In 1 admin Data Medservices2 Manually Refresh Database DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 8 Patient Visit Records A Patient Visit Record can only be created for a patient with an existing Patient Record See Patient Records Manual Use the New Patient Wizard or the Schedule Module to add a patient record to MedServices The Patient Visit Record will be linked to the appropriate patient record Printing a Patient Facesheet A generic Facesheet is included with MedServices Contact the Sales Department to order a customized Facesheet The Facesheet button is on the Profile Tab in the Patient s Record Creating a New Patient Visit Record 4 Options From the Visits Module File Edit Administration Tools Reporting Help Visits 1 5 Add visit MedServices Today Search Visits Daily Clinical Activity S ER w Summarization Appointments 1 555 422 1234 9 14 2009 8 00 AM Dr Mary Smith Yalue of Visits Y T D 75 00 M T D 65 0
29. k a e e kaa 33 Physicians Dave tus 34 ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 3 ACCESSING tne Physician S Daysheetisica idee 34 Choosing a Pwsici n and Appointment Date 34 Changing the Appointment StatUS osier alcalina 34 Viewing the Patient Ss HIStO riada leds 35 Recording the Visit from the Physicians Daysheet aii 36 E tering Exam Notes ao 37 Entering a Prescription from the Physician s Daysheet ii 38 Opening a Patient Visit RECONG ninia id 40 Search picnic 41 Opening Another Module aiii 42 Closing an Open Instance of a Module cian iaa 43 Moving between Open Instantes iia iio 44 COMMON BUTTONS asii A kk a l a 45 Contact Informatica 47 ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 4 User s Guide All of the software features steps and system values are include in this manual but may not be available to every user The following Icons will be used throughout this and other MedServices manuals i UNIVERSAL COMMAND A SHORT CUT This is a time saving tip or command that will work in all i another way to do the same task tec gt gt modules or is a common operation 3 in all modules DATABASE Information about the IMPORTANT Pay close attention to information stored in MedSe
30. k on the Diag Tests button Click on the Add button Enter each system value or select a system value from the list Use the TAB key on the keyboard to move from field to field Use the Notes field to record additional details Click on the Save button W A A n Click on the Return button to return to the Visit screen or click on an Additional Feature button at the top of the screen to add additional details Repeat steps 1 6 to add each additional Diagnostic Test Edit a Diagnostic Tests 1 Select the Diagnostic Test in the table 2 Make corrections to the system values in the necessary fields 3 Click on the Save button 3 Diagnostic Tests Procedures Diagnosis Diag Tests Dental Supplies Referrals Education Diagnostic Test City Cost Total Provider T In House Date Completed E Sliding Fee Results TF Re Schedule Date vi Charge Search Visit ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 18 Adding Additional Details Laboratory Tests Some Lab results are tracked using the Chronic Disease Manager Feature CDM Check with the Clinic Administrator to insure that Lab tests and results are being recorded correctly for reporting and tracking Click on the Laboratory button Click on the Add button Enter each system value or select a system value from the list Use the TAB k
31. ked to the Patient Record can be found on the Visit Tab 1 To view the details of a Patient Visit record select the record in the table 2 Make the necessary changes to the visit record in each field or additional feature 3 Click on the Save button to update the Patient Visit record Facility Home Page 3 Patient Visits Procedures Diagnosis Diag Tests Lab Dental Supplies Referrals Education Case Eam Exam COM Health ESE vizit vizit Date Patient ID Last First Level of Care Physician John OFFICE OUTFATIE Mam Smith 64172003 John OFFICEVOUTPATIE Man Smith 4 an Patient ID g 9 15 2009 Doe First von Last Doe Recert Date 4 2 2010 1 rs Chart 123444 DOE 17172001 vi SSM A Status Physician Family ID l First Name hilary Last Name 5mith 4 visit D ate a 6 2009 Chief Complaint Cut Finger Level of Care OFFICE OUTPATIENT VISIT EST 99214 Provider Dr Mary Smith visit iD fie Clinic Type Location Pregnant BP Reading l BP Reading ll Systolic BP o Diastolic BF o Pulse o Systolic BP o Diastolic BP o Pulse fo Temperature 0 0 Resp o Temperature 0 0 Resp o Notes BHI Notes weight 0 Height ft fo OTC Meds Height In o Phil 0 00 Total isit Charges ADO Patient Charges so Payment l Search isi ODataNet Solutions Inc 2009 e 254 Broad Street SW e Clevela
32. leveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 29 Anticoagulation g Chronic Disease Manager Respiratan 0 Diabetes Cardiovascular Asthma e A nticoac ulati an Anemia Thyroid These readings were taken for the office visit on 3715 2009 Readings Protime Nest Protime due Date INR men Target INR From to DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 30 Anemia I Chronic Disease Manager a kil ary 5 mit W Reading WEL po Folate Hemoglobin Serum lran Hematocrit C Moy Saturation Platelets Ferritin Biz ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 31 Thyroid 3 Chronic Disease Manager Diabetes Cardiovascular Asthma Anticoagulation Anemia Thyroid These reading were taken for the office visit on 3 15 2009 Readings Readings tsH fo TI T4 ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 32 Payments Payments for services associated with the Patient Visit can be entered on the Visit screen Receive a Payment 1 2
33. lutions org e 423 479 6729 MedServices User Manual Version 5 Page 27 Cardiovascular Hypertension Heart Disease and Hyperlipidemia A Chronic Disease Manager Patient John Dos visit Date 9 15 2009 ssi Systolic BP 0 Diastolic BP O Physician Mary Smith Weight Temperature 0 0 Respiratory O Pulse O ERE ana n n Diabetes OVEST il Asthma Anticoagulation Anemia Thyroid These reading were taken for the office visit on an 52009 Hypertension Heart Disease and Hyperlipidemia Readings Last Checked Readings Last Checked EJ Liver 457 SGOT Protein by UA E Total Cholesterol m SS FP Smoking 7 E n ad Triglycerides Cholesterol Type la ms m Potassium BUN Liver SGPT Save Close ai Delete Ada Save ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 28 Asthma A Chronic Disease Manager Diastolic BP O Temperature LLO Respiratory Diabetes Cardiovascular Asthma Anticoagulation Anemia Thyroid These readings were taken for the office visit on 8 15 2009 Readings Today s Peak Flow Chest ray Peak Flow 2 Last CXR Peak Flow 3 Smoking Status Best Peak Flow Red Zone Yellow Zone Green one se see wi Delete A Add Save ODataNet Solutions Inc 2009 e 254 Broad Street SW e C
34. nd TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 43 Closing an Open Instance of a Module 1 Click on the tab of the module to be closed 2 Click on the X button to close the selected module Note The Facility Home Page tab cannot be closed File Edit Administration Tools Reporting Patients L F Facility H s 4 John Do Patients 1D 4 John Doe Add New Patient Search Patients Diagnosis Diag Tests Dental Supplies Referrals Education Health Visit Date Patient ID Last i Level of Care Physician 9 15 2009 Joe John OFFICE OUTPATIE Mary Smith 7 21 2009 OFFICE OUTPATIE Mary Smith 16 1 2009 OFFICE OUTPATIE Mary Smith First vo Last Doe Recert Date 4 2 2010 Chart 723444 DOB 17172001 7 SSN 777 17 1117 Status Family Physician ID 1 First Name Mary Last Name Smith Q Sy Visit Date ari 5 2009 y Chief Complaint Cut Finger Level of Care OFFICE OUTPATIENT VISIT EST 99214 y Provider Dr Mary Smith y Visit ID fie Clinic Type E Location Poy FT Pregnant BP Reading BP Reading l Systolic BP fo Diastolic BP fo Pulse o Systolic BP fo Diastolic BP fo Pulse fo Temperature fo o Resp fo Temperature joo Resp fo Notes BHI Notes Weight fo Height ft fo OTC Meds Height In fo Bril 10 00 Total Visit Charges 0 00 Patient Charges 0 00 Payment ud Delete 3 Add Save Bill Tracker
35. ons Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual From the Physician s Daysheet Saving the data entered into the Physician s Daysheet will create a Visit Record for the Patient and eliminates the need to manually create a Visit Record See Physician s Daysheet on page 34 Date of Visit Demographics Patient Name Addressl Address2 City State Zip Chief Complaint Doe John DataNet Solutions Demo 254 Braod Street SW Cleveland TN 37311 423 479 6729 SSN 111 11 1111 1 1 2001 Phonel 555 422 1234 ET pri 10 Y HU I Diagnosis O VIRAL PNEUMONIA 480 O INFLUENZA 487 O EMPHYSEMA 492 O DISEASES HARD TISSUE TEETH 521 O URETHRAL STRICTURE INFECTION 598 0 O CHOLERA 001 O TYPHOID PARATYPHOID FEYERS 002 FI TYPHNID FEVER AN2 N Diagnostic Tests O Sample Diagnostic Test 1 O Sample Diagnostic Test 2 Case Management O HC PRO PHONE CALL 5 10 MIN 98966 O HC PRO PHONE CALL 11 20 MIN 98967 O HC PRO PHONE CALL 21 30 MIN 98968 O PHONE E M BY PHYS 5 10 MIN 99441 O PHONE E M BY PHYS 11 20 MIN 99442 O PHONE E M BY PHYS 21 30 MIN 99443 O ONLINE E M BY PHYS 99444 Exam Notes Prescriptions History Procedures O EKG O Physical Lab Procedures O 1 User Defined O See Chronic Disease Manager O LAB PATHOLOGY CONSULTATION 80500 O URINALYSIS AUTO W O SCOPE 81003 O URINE PREGNANCY
36. re case sensitive Each user is assigned permission to Add View Edit or Delete data in each module Only users with Administrative rights can change these permissions Logging out of MedServices 1 From the File menu select the Exit command or click on the X button in the top right corner of the MedServices V5 Window ak MedServices v5 reve Edit Administration Too Search Patients DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 6 2 Click on the Log Out button to Exit pr MedServices Logging out of MedServices Current Session User Name admin Clinic Clinic 1 Server MomOffice sqlexp Login Time 7 23 2009 3 14 11 PM Database Medservices2 i t Opti Logging Out Options Log Out Log Out Button Return Restart MedServices Restart I MedServices will i I i automatically lock the Due to system inactivity your session has been locked in order screen and require the Va a id a n TRA apa user to log back in after MedServices will shutdown 1 hour from the time the session was locked l I 10 minutes of inactivity i Please enter the username and password you original logged into MedServices with a I in order to resume your current session This is a system setting Time Remaining 51 92 dictated by HIPAA requirements and i E Resume Session Exit MedServic
37. rrals Education DAN IN A co Tee Procedures r Oty Cosk sa Total Po Provider y Specialty PO D InHouse Cate Completed ar Sliding Fee Charge Search Visit ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 16 Adding Additional Details Diagnosis 1 Click on the Diagnosis button Click on the Add button Enter each system value or select a system value from the list Use the TAB key on the keyboard to move from field to field Use the Notes field to record additional details Click on the Save button W A A n Click on the Return button to return to the Visit screen or click on an Additional Feature button at the top of the screen to add additional details Repeat steps 1 6 to add each additional Diagnosis Edit a Diagnosis 1 Select the Diagnosis in the table 2 Make corrections to the system values in the necessary fields 3 Click on the Save button 3 Diagnosis Procedures Diagnosis Diag Tests Supplies Referrals Education CI CCA CTS L n Diagnosis T Chronic Diagnosis Results FO Re Schedule Date Sliding Fee Charge Search Visit DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 17 Adding Additional Details Diagnostic Tests 1 Clic
38. rrals Education Exam Health Visit Date Patient ID Level of Care Physician Patie Physica Visit Date pasz Chief Complaint Level of Cae E Provider 3 veo Mn Clinic Type o Location Fl I Pregnant BP Reading BP Reading l Systolic BP Diastolic BP Systolic BP Diastolic BP Temperature Resp Temperature Resp fo Weight Height ft Height In DataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 13 Recording the Patient s Visit If a Patient Visit Record is created from the Physician s Daysheet or the Patient Module MedServices will pre populate the Patient section of the Visit screen with the patient s ID First and Last name etc If the Patient Visit Record is created from the Visit Module the user must enter the Patient information in order to link the new Visit Record to the correct Patient Record 1 Enter all or part of one Patient Field s system value to search for the patient s record Example Enter jo in the First field to search for a first name John Click on the Reset button to clear the fields and reset the search criteria Patient 2 Press the Enter key on the keyboard or click on the Search button If multiple records match the search a separate window will open with the Patient Search Results By default the search results table is sorted by Last Name The table
39. rvices these directions DataNet Solutions is a custom software solution provider We value the input of our users and strive to constantly improve the software As a result the user manuals and guides are living documents and may not contain a current screen shot Please don t hesitate to send an email to sales datanetsolutions org and give us a friendly reminder Before you can login to MedServices you must have a User Name and Password Only users with Administrative rights can set up new users and reset passwords ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 5 Logging In Updates MedServices automatically checks for updates each time the software is opened Checking for SQL updates Current Process Overall qn Logging into MedServices JA a MedServices 1 Click on the drop down arrow Logging into Medservices to display a list of clinic NAMES Login Options 2 Click on the desired clinic Clinic Clinic 1 Login to MedServices name to enter the clinic name User Name ig a SEE Cancel Login Cancel into the Clinic text box I j rrow Button 3 Hitthe TAB key on the keyboard to move the cursor to the User Name Field 4 Type in a User Name Hit the TAB key on the keyboard to move the cursor to the Password Field 6 Click on the Log In button User Names and Passwords a
40. t the Charge Tab ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 33 Preview Error for Receipts or Statements Only one Receipt or Statement can be previewed at a time Close the preview window in order to view another receipt or statement ES Failed to generate receiptThe process cannot access the file C DST MedServices YSiReceipt pdf because it is being used by another process ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 34 Physician s Daysheet The Physician s Daysheet is an alternative interface for creating a Patient s Visit Record See Daysheet Manual Accessing the Physician s Daysheet EN MedServices w5 1 From the Administration menu select the File Edit Administration Tools Reporting Help Physician Daysheet command Preferences Configure Daysheet Physician Daysheet search Patietw The Physician s Daysheet opens in a new tab Use the Refresh button to update the information on the Daysheet with the most current Appointment and Status information File Edit Administration Tools Reporting Help MedServices Rx 1 gt Facility Home Page Physician DaySheet Add Prescription Hide Completed Date 94 4 2009 Y Physician Dr Mary Smith k i i m m m aj n m Pet
41. tional Details Education 1 Click on the Education button Click on the Add button Enter each system value or select a system value from the list Use the TAB key on the keyboard to move from field to field Use the Notes field to record additional details Click on the Save button A e a a Click on the Return button to return to the Visit screen or click on an Additional Feature button at the top of the screen to add additional details Repeat steps 1 6 to add each additional Education Procedure or Handout given to the patient Edit an Education Procedure or Handout 1 Select the Education record in the table 2 Make corrections to the system values in the necessary fields 3 Click on the Save button 3 Education Procedures Diagnosis Diag Tests Lab Dental Supplies Referrals Education Case Trenton e Tee Jer Education Oty Cost Total Provider Sliding Fee Results no Re Schedule Date Charge Search it ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Manual Version 5 Page 23 Adding Additional Details Case Management 1 Click on the Case button 2 Click on the Add button 3 Enter each system value or select a system value from the list 4 Usethe TAB key on the keyboard to move from field to field 5 Use the Notes field to record additional details Time and Date Stamps are available by using the
42. uct Information MedServices v5 se es Open Instances A User Licenses 10 Scripts Written 0 Users Logged In 1 admin Data Medservices2 Open Module Instances y y y y Bill Tracker Donors amp Donations A L O _____________ n Visits Volunteers 8 Time Refresh Drug Inventory Module Option 4 Use the Open Instance Navigation arrows to automatically select the next Open Instance or previous Open Instance ED ODataNet Solutions Inc 2009 e 254 Broad Street SW e Cleveland TN 37311 e www DataNetSolutions org e 423 479 6729 MedServices User Common Buttons Delete Add Save Delete Add and Save are buttons common to many modules The location of these buttons on the screen allow Manual Version 5 Page 45 wi Delete i Add save the user to see if they are for the data being entered into a specific set of fields or for the entire module In the Patient Profile screen below the buttons are located at the bottom of the screen of the Patients Module They can be used to Delete the Patient s Record Add a New Patient or Save the Patient s Record al MedServices v5 File Edit Administration Tools Reporting Help Patients A Facility Home Page Visits ID 0 odd Len Pater 3 Patient Profile 1 Search Patients Patient ID Chart Schedule Module Molly s Clinic xX First Middle Suffix
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