PTOS 6.0
Contents
1. PTOS 6 0 PTOS Documentation ftware 4 BtOS Volume 1 2014 Patterson Medical Supply Inc All rights reserved Microsoft and Windows Explorer are trademarks of Microsoft Corporation All other trademarks which appear in these pages are the property of their respective owners COPYRIGHT NOTICE This software and operations manual are both protected by U S Copyright Law that Title 17 United States Code This software and publication have been provided subject to a license agreement which restricts their use No part of this software or user manual may be copied or distributed disclosed transmitted or reduced to any electronic medium without the express written permission of PTOS Software A Patterson Medical Company Infringement of copyright can result in criminal prosecution fines and imprisonment in addition to civil damages DISCLAIMER This software and manual are provided on an as is basis Except for the warranty described in the PTOS software license agreement there are no warranties expressed or implied including but not limited to implied warranties of merchantability or fitness for a particular purpose and all such warranties are expressly and specifically disclaimed In no event shall PTOS Software A Patterson Medical Company be responsible for any indirect or consequential damages or lost profits even if PTOS Software A Patterson Medical Company had been advised of the possibility of such dam2. Groups to edit or create Storage Groups Name 19 Description Y Save Storage Group 5 Storage Group List Enter the Name and Description of the Storage Group Select Save Storage Group to save Select Storage Group List to return to the main Storage Group list If you select the Storage Group List prior to selecting the Save Storage Group button the new Storage Group will not be saved To delete a Storage Group select the X next to the Storage Group listing You will be able to view and access stored files in the patient dashboard Select the Settings button from the main window or from the Menu button to make changes to your account information s PTOS Dtos e Users Support s 1 ANE software Account Settings Patterson Customer Number 404 Account Holder First Name PTOS Account Holder Last Name Practice Name PTOS Practice Email pTOS pattersoncompanies com Not Verified User Settings Username ptos ptos com User Email ptostaptos com Not Verified Chan 1ge Password Enter in your user credentials for accessing PTOS in your office Under Account Settings view your Patterson Customer Number First and Last Name Practice Name and Practice Email Under User Settings view or edit your Username and User Email These fields can all be edited except for Patterson Customer Number Select the Change Password link to input a new PTOS Docume
3. Count Visits From Select the Date Picker button to enter a start date Use the plus and minus buttons to select the desired date Select Set Date to Save Visits From Monday February 3 2014 a 2 3 2014 o Y Set Date e 15 tos software a Patterson Technology Warn on Visit Enter the number of visits after which you require an alert For example this can be used to alert you when a progress note is due Case Note Case Note Enter a Case Note if desired Case Notes can be used to communicate information about the case between the therapist and the office Staff This note will not appear in your patient s documentation note Save Case Changes Once Save Case Changes is selected PTOS will automatically update the Case information for this Patient in the PTOS Billing Software program Documentation Notes Add New Note This button allows a therapist to add a new note to the selected patient s case The entire list of templates displays automatically Scroll through or use the search to choose the desired note template This list can be filtered by Template Group Choose a Template Choose a Template Filter by Template Group Filter by Template Group Back Templates Cancel No Show p Note to document details of a cancelled or failed appointment Becky s Templates Hip Templates Daily Visit Note 6 STO Note to enter in each visit details AO Discharge Summar
4. Search Use the Search to find an existing Question New Blank Question Where does it hurt Or select a Question Have you been following directions from the list displayed Do you have a history of Creating a New Blank Question Question Properties Question Type Tabular Label 1 Question Entered Here Rows 1 Columns 1 Column 1 Column Header Require this question be answered to close the Note In the Questions Properties enter the Question Type Select from the following Question Types e Standard Text a small text box area This can be formatted as a Phone Zip Code or Social Security Number e Large Text Area a large free form text box e Number Date e Time of Day e Duration hh mm ss e Calculation e 28 otos software a Patterson Technology pa 4 a Question Properties Calculating Type In the Calculation Type enter Question Type OT Number the Calculating Type Date Operation Questions to F Time of Day Label Calculation Duration Include and Resulting Format Calculating Type Pos Operation Summation Summation Subtraction Multiplication Questions to Select Questions Division E Include Average nter your question Add the values of these questions q1 q2 in the box Depending upon the Result Format aana selected criteria select a Operation format in either currency time of day date o
5. Knee e 34 otos software Patterson Technology Storage Groups In the Template Groups enter a Template in the Search field or select a Template from the menu Select Add Template Group to create a new group Template Properties Name Test Description Enter a Description for the Template T late G emplate Group Select Group s ABC Adding an Injury Area to a Template Injury Area Arm Leg Wrist Hand AnkleDescription Select an injury area to be added to the template to customize a template for use with a specific area of the body or injury The injury area is generated from your list in PTOS Billing This enables the display of recommended note templates in the Patient Dashboard screen based upon the injury area associated with the case Add Storage Group Migrated Attachments O Attachments migrated from an earlier version of PTOS Migrated Notes Q Documentation notes migrated from an earlier version of PTOS Patient Photo x Storage Groups let you categorize and group together stored files The categories will apply to attachments that are stored within the patient record such as patient photos and copies of insurance cards Select Storage e 35 otos software on Technology Settings Acceptable passwords must contain At least 8 characters One capital letter One special character One number An example of a correct password might be PasSword
6. A list of saved Sections Questions or Items that are found in all notes being compared Check All Uncheck All Facility Name Facility Address Facility Phone Facility Fax Facility E mail Visual Spacer Black line Patient Name Patient ID Patient DOB Diagnosis Codes Y e 19 otos software Patterson Technology select each section question or item that you want to display or use the Check All button to see all the common fields for all notes Select Submit at the bottom of the window Once you have selected all of the desired options you will see a preview of the notes on the screen If you wish to print or electronically send this via email or fax then select the Preview Send button at the bottom of the window Future Scheduled Appointments View a listing of all future appointments for the patient s selected case File Storage The File Storage option allows you to view and store files and documents attached to a patient s record If you have notes that have migrated from a previous version of PTOS they would be accessed here You can also use this file storage for photos insurance cards referrals and more File Storage Upload File There are no files in storage for this case Select the Upload File button to attach a file to a File Storage location Upload Storage File Storage group 20 O Description Patient Letter Use the drop down list to select a Storage group See
7. PTOS Web Registration The use of thes product requires a wabd msiallabon of PTOS version 6 00 or greater including the PTOS SDK The PTOS SDK is an add on installabon available for download Download Required Software For more mformathon please visit www pt or call our PTOS Sales department al 800 824 4305 q PTOS 2014 Patterson Companies Once you have registered see the PTOS Documentation Registration Guide and created your PTOS user name and password go to www ptosweb com and select Sign In The Sign In screen will appear for you to enter your user name and password Signing Out To protect your crucial patient data and to minimize downtime always use the Sign Out button when closing out your PTOS Documentation session Failing to sign out correctly may result in e No Access Since the system does not recognize that you have logged out it won t let you back in until the time out process has completed This could take up to an hour e Exceeding Maximum Number of Users PTOS counts the number of users that you have signed into Documentation Closing the browser instead of signing out means you are still counted as a signed in user which can limit the number of people able to access the system The PTOS menu is available from every screen within PTOS Documentation You can navigate to all main areas of PTOS Documentation from here without having to return to the Homepage Select the Menu button to launch the main menu Selec
8. o Date o Time of Day o Duration o Single Checkbox o Quick Answer e 32 otos software Patterson Technology Select Save Template to save changes to the Template Adding an Item to a Template Add Section V Item Properties Add Question Item Type Image o Add Item Name Item 1 plate Outline Source Subjective Width in pixels What is patient coming to therapy for Height in pixels Banked Radio UFT Question 4 Section 2 Section 3 ltem 1 Y Save Template Copy To New Template Select the Add Item button to add an item to your new template An item is an object or design element that you can add to your template Use the search to locate an existing item or select the New Blank Item option to create a new item that can be saved Add Item Use the Search to find an existing Item New Blank Item New Blank Item Or select an Item from New Blank Item the list displayed New Blank Item New Blank Item In the Item Properties select the Item Type from the following options Internet Image An image linked from a website Enter Name Source Width and Height System Files Image An image that has been uploaded to your System File Storage Enter the Name Browse to the file and enter the Width and Height For example you can upload your practice logo here Link A web link Enter the Name and Link URL Signature The Therapist Signature This is necessary for adding the signa
9. save the selected answer group Select Quick Answer Group List to return to the main Quick Answer menu You must save your new Quick Answer Group before selecting the Quick Answer Group List or your new group will not be saved e 31 software a Patterson Technology otos In the Tabular question type enter the label information and select the number of rows and columns Tabular Use the Tabular Question options for flow sheets range of motion special tests and any other data that you would like to keep in a table format All of the Row Text and Column Headers can be competed in the template or can be left blank and filled out while in the note Question Properties Question Type Tabular Label 1 Question Entered Here Rows 1 Columns 1 Row Header Column 1 Column Header 2 IC K A 1 SW if 3 if C z P Allergies Require this question be answered to close the Note Row Header Used as a title or description for your table Row Text and Column Header Used as title headers for each row and column These can be left blank here and filled out in the note Quick Answer Group in Row Text This is optional and can be selected if you want to pick a quick answer while in your note for the row text For example on a flow sheet you would choose an exercise group Column Type this is the format of the information you are entering into each cell in that column o Text o Number
10. the Documentation Setup section for more information on creating storage groups Next enter a Description of the attachment Select Browse to locate the desired file Select the Upload button e 20 otos ftware a Patterson Technology Show Storage Detail Storage File Details Patient Angela Abbott 10000043 Case number 1113 Storage group Migrated Attachments Description File name manual template doc File size 80 50KB Upload date 06 03 2014 Uploaded by Admin Admin Select the Show Storage Detail button to view stored attachments pertaining to the selected case Select View to preview the document selected Charge Ticket The charge ticket can be created when closing a note or it can be created from this section of the Patient Dashboard You can also view and modify a charge ticket that you have already entered Menu Charge Ticket Login Patient A A 10000082 Case BC Active 1087 Use the Charge Ticket option 5909 f Procedures by Description O to enter charges without AAA closing a note or to modify conca nn Ca existing charges Show All Codes Date of Service 10 15 2013 B Charges none Approved Charges for Selected Date of Service none In the Charge Ticket window use the drop down menu to search for procedures by Description or Procedure Code To include additional codes select the checkbox to Include Additional Codes This is used when a CPT code has be
11. age PTOS New Features Guide _ Revision 2_ 7 18 14 Patterson PTOS 1201 Althoff Dr Effingham IL 62401 Technical Support 800 824 4305 Technical Support Fax 651 348 3498 PG PATTERSON COMPANIES INC otos ftware a Patterson Technology P 4 e Contents Contents 3 PTOS 6 0 5 PTOS Docin onia Oep E EEEE EEO 5 A e A II e 6 BUA IT D T as A E E E eE o E E 6 o E O E E E E A E E E O 6 IVEY SINS CNG OI o e 7 VIEW OPUS ete 8 o A o Un on o OE On 8 TETAS aerosol 9 Appointment Types tac 9 Show Cancel No Show Appointments ooccccccccccnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnininess 10 Say OPA la cc E nee ee ee ere ee eee eee 10 Cancelling an Appointment from My Schedule ooooononnnonononononononononnonnnnnnononnnnnnnos 10 MY NO A E o EIA 11 VISO PUDO rotas 11 E o T ET 12 AS pned CNC BAIS antena 12 Note Dates and SAIS CS ns son esicees aenea esa a iaia aE ea aaaeaii 13 PU O O A E E PE O 13 A a N E AE EE AE E E E 14 Patient Dashboard scrierii EE E OEE ETEei 15 DA E o APR PAI PO O E 16 PROG N N ONG PROA UU un O A A kssdeasonronadene 16 COPY ROU an E 16 PROG MO IN ONS rr iia oo coa 17 PEI tdo iia inc i arennaciha 17 CO E NO S a E T 18 o POP E ON N E A E A E A EAA EA EATE 20 Charro T o e A E T A E eee 21 a e o E En TE T E 23 Templates Tor Injury ATCT ee eee nen ee ee E A EA 24 Documentation o eaea TE scons a san EE EEE 24 MS Tey E sweater os sate ges E sa esas eee eee 25 Using an Exis
12. apist Kim select My Notes to view your notes Use this area to view open and closed Notes View Options View options Created by All Created by a All Assigned therapist Note date from 12 04 2013 O to 12 04 2013 Status Any Status o Account Types All Account Types The following is a breakdown of the View Options e 11 otos ftware a Patterson Technology Created By Created by Check All Uncheck All Administrator Jason Keith Kim Megan Therapist Test Therapist Administrator Select the checkbox for the available user or use the Check All and Uncheck All buttons to select the creator Select Submit Assigned therapist Assigned therapist Check All Uncheck All Administrator Jason Keith Kim Megan Therapist Test Therapist Administrator Select the checkbox for the available user or use the Check All and Uncheck All buttons to select the therapist Select Submit e 12 otos software Patterson Technology Patients The Search field will search on each letter entered Note Dates and Statuses Note date from 12 04 2013 B to 12 04 2013 Status Any Status O Account Types All Account Types Apply Use the available fields to record the Dates Status and Account Types Select Apply to display Select a Note to view the details If you wish to go to the dashboard for an
13. ce Emergency Info In here you can view patient information using the tabs e Patient e Case e Referral e Bill e Insurance e Emergency Info Patient Dashboard Change Patient Use the Patient Dashboard to view patient notes case information scheduled appointments visit statistics upload a File for File Storage and create a Charge Ticket e 14 P4 ptos software a Patterson Technology Patient Dashboard Patient Dashboard can be accessed from My Schedule My Notes Patient List and Patient Viewer This area is patient specific and is not available from the main menu Choose 05 08 2013 Active Documentation Notes Y Case A Case Information Add New Note 1115 Case Number Account Type O Note Viewer x Last Visit 11 14 2013 epe aaa Authorized Visits 0 Note Viewer Actual Mone 2 Note Date 12 05 2013 Remaining Visits 0 Mi x Authorization Expiration Date an Next Physician Appt cis Viewer Note Date 12 05 2013 Count Visits From oe e o Note Date 12 02 2013 9 V Warn On Visit Future Scheduled Appointments 0 There are no Future Scheduled Appointments for this Case Visit Count 0 Case Note File Storage Upload File There are no files in storage for this case Charge Ticket The Patient Dashboard lets you access your note information in one location Case Information View the case information pertaining to the selected case Case Visits
14. elect the template name and it will display the template Creating a New Template Template Name New Template gt Template Properties New Template x Add Section Add Sections Add Question Questions and Items Aci mens Template Outline Q Preview New Template 7 Injury Area aa m Enter a Name and Description Select Injury Area s lt 4 Create Charge Ticket Name Description A Hate Group o Enter a Description for the Template gt Template Select Group G rou p S Add an Injury Area BM Auto Link to an Appointn pt e Charge Lekel In the New Documentation Template enter the desired information or use the buttons to add information To begin in the Template Properties 1 Enter a Template Name 2 Add a Description 3 Add any desired options including Sections Questions and Items The following is a break down of each area of the Template and how to use them Adding a Section to a Template Template Name New Template Add Question Name Section 1 x Add Item Description Enter a Description for the Section Section Outline amp Preview m Require at least one question in this Section be completed to close the collapsed Y Save Section Select the Add Section button to add a section to the new template From the Add Section window you can Search from a list of existing sections or create your own new section e 26 software a Pa
15. en marked to Display on Additional Codes Tab in the CPT code setup screen in PTOS Billing Include Fee Schedule Codes Only this will show only the codes associated with that patient s fee schedule e 21 Place your cursor in the Search field to enter a code or select the Show All Codes button You can select multiple codes at once Select Add checked item s to Charge Ticket to add the code to the ticket Enter the date of service use the defaulted date or select the calendar button to choose the date NOTE changing the date of service will reset the Charge Ticket Any unsaved charges that have already been added to the Charge Ticket will be lost To delete a charge select the X on the far right of the charge Select Save To modify a charge just click on the charge itself and the Modify Charge window pops up The following is an example Modify Charge 971 Manual Therapy Units 1 Modifier Diag 1 Order By 1 Therapists O Update Item Cancel The Audit button performs the same function as in Billing Scheduling Select the button to perform the audit If the CCI audit passes a message All CCI Audits passed displays If the authorized visits have been exceeded the following message will appear Authorized visits for this case have been exceeded Are you sure you want to proceed Select Yes to proceed Select No to cancel Select the Audit button LCD and CCI audit otos ft
16. es it easier for you to find the exact answer that you need when creating a patient note For example group your quick answers by injury area topic or note type Menu Quick Answer Groups Login Answer Group 1 x Answer Group 2 x e 30 software a Patterson Technology 4DtoS Under Quick Answer Groups you can modify or delete an existing Quick Answer Group or select Add Quick Answer Group button to create a new quick answer group for your list If you select Add Quick Answer Group the below window will appear Answer Group Name a Add Existing Quick Answer Add New Quick Answer Group Answers Existing Answer ABC 009 Existing Answer Answer 12 0009 Existing Answer Answer 1 0009 Y Save Quick Answer Group 5 Quick Answer Group List Select Add Existing Quick Answer to open a menu of existing answers or select Add New Quick Answer to create a new quick answer that will be saved to this group Assign Answers Answer 1 Answer 2 Answer 3 Answer 4 Answer 5 Answer 6 Answer 7 Answer 8 Answer 9 rss an Select the desired answer s and then select the Submit button at the bottom of the menu Select the Add New Quick Answer button to add a new Answer to the Quick Answer Group New Answer Use the Up arrow Down arrow and Delete x to reorder or remove the answer Y Save Quick Answer Group 9 Quick Answer Group List Select Save Quick Answer Group to
17. for open notes older than the current date and for closed notes e 23 otos ftware a Patterson Technology f s e a Knee Evaluation Note Date 10 24 2013 X Delete Note o Daily note Ls Note Date 09 15 2013 amp EE ie Remove ediatric evaluation Linked Note Date 09 15 2013 S A ni A cad ppointmen Appt 10 25 2013 02 00PM a Patient Health Questionnaire Linkto Note Date 09 13 2013 a T se Appointment Appt none Templates for Injury Area Injury Areas can be assigned to certain templates for easy selection The Injury Area for each case is selected in the Patient Editor screen and this determines which templates will be shown in this quick note box To learn more on how to link injury areas to templates please refer to our section on Template Creation Templates for Left Knee Flow Sheet for Hip Knee gt initial Evaluation of Knee A SH Documentation Setup In the Documentation Setup create and edit Templates Template Sections Template Questions and Template Items e 24 otos software Patterson Technology Templates Add Template Carpio Yayi Flow Sheet Ankle oct ge Fina Sheet Armir a In Documentation Template List use the search field to locate an existing template or select the Add Template button to create a new template Show Defaults Show the defaults that are built into the system If you wish to remove them from your list simply inac
18. ients Search a list of Patients Documentation Setup Customize your Documentation Templates Settings Access account information snd security settings Latest News from PTOS Tips amp Tricks 5 27 2014 Searching Patient List When searching for a patient in the Patient List it will sutomaticalhy search on each character that you enter 35 soon fou pause your typing Example Patients lest name is Miller f you type Mi and i then pause it will search for all patients that have a iame that begins with Mi and then display the results If you want to f the name Q noayon have found you patent y sou can navigate to one of F two different locations in PTOS Web You can select the box with the patient information and go to the Patient Viewer page which shows you patien nt d demo spies information or you can select the gear icon and go straight to that patients Dashboard Abog B Paet 100 ild Date 07 11 2014 09 16 42 PM My Schedule Access your Schedule to instantly see your patients for the day My Notes Manage all your open Notes to quickly close out your day Patients Search a list of Patients Documentation Setup Customize your Documentation Templates Settings Store your Account information and select security settings Latest News from PTOS Review the news feed for more information on tips on best practices update schedules and more Menu PTOS Documentation Fesi Tene Users Chick Hore
19. isit Note 12 07 2013 This action cannot be undone gt Cancel Compare Notes Select the Compare Notes button to open the Compare Notes area Menu Compare Notes Sign Out Patient Angela Abbott 10000043 Pati Case Active 1113 Patient Dashboard User admin Signed On 06 03 2014 Select Notes to Compare In the Compare Notes area choose the Select Notes to Compare button e 18 software a Patterson Technology ptos Select Notes Check All Uncheck All 05 29 2014 Medicare Initial Evaluation Open 05 20 2014 Progress Note Treatment Encounter Open 05 20 2014 Initial Evaluation Open 05 19 2014 Flow Sheet Open 05 13 2014 Flow Sheet Ankle Foot Open 05 13 2014 Flow Sheet Ankle Foot Open Select the desired Notes or use the Check All button Select Submit Select A Saved Details Saved Details Notes being compared 2 05 20 2014 Progress Note TreatmentEncounter Open O O 05 20 2014 Progress Note TreatmentEncounter Open O O Note Treatment Encounter Open A Details S E Additional Details Note Name Progress Note Treatment Encounter To display pertinent shared data use the Select Matching Saved Details button For example if you want to see Range of Motion data on all selected notes then select Range of Motion in the list to display that information from all notes Matching Saved Details A
20. n Time checkbox to include the unscheduled times on your schedule Select Apply to save your changes Cancelling an Appointment from My Schedule In the available list of appointments select the X to cancel or no show the appointment Status Scheduled Note completed No Charge ticket No ES Copay 0 The following will appear Cancel No Show Charles Abbott Initial Eval June 3 2014 9 00AM 9 30AM Comments Add to waitlist Cancel Appointment No Show Appointment Back to My Schedule software a Patterson Technology 4 BtOS Enter comments in the open field Select Add to waitlist to place this appointment on the Scheduler waitlist Use the remaining buttons to Cancel Appointment No Show Appointment and return Back to My Schedule This information will be visible in PTOS Scheduling once your schedule is refreshed My Notes Miss Sandra Initial Evaluation Arm 04 23 2012 Active Facility PT Main Facility Assigned therapist none Miss Elizabeth dd 08 17 2011 BC ARM Active Facility Alpha Beta Assigned therapist Kim Miss Elizabeth Note Viewer Testing template 1 08 17 2011 BC ARM Active Facility Alpha Beta Assigned therapist Kim Elizabeth Note Viewer Testing template 1 Ill 08 17 2011 BC ARM Active Facility AlphaBeta Assigned therapist Kim Note Viewer Testing Template 2 08 17 2011 BC ARM Active Facility Alpha Beta Assigned ther
21. ns Add to Note The Add to Note button is used to add an additional Section Question or ltem that is not already included in that note s template These can be added with this button or to any Section with the sign Add Addendum When editing a closed note the Add to Note button will no longer be available but will be replaced with Add Addendum You can add as many addendums as you want Preview Send Use this button to preview the printed version of your note and or to email or fax the completed note From the preview screen you have the option to print your note as well e 17 software a Patterson Technology 4 BtOS o Consultation Room 1 Therapist Douglas Facility MAIN Link To Appointment 12 30 2013 10 15AM 10 30AM Initial Evaluation Ankle 07 09 2014 Facility Name Any Physical Therapy Facility Address 11 Any Street Anytown IL 99999 Facility Phone 999 999 9999 Facility Fax 999 999 9999 Facility E mail anyemail pattersoncompanies com Patient Name B Abbott Patient ID 10000026 Patient DOB 01251970 Diagnosis Codes 836 1 Examination Referring Physician Torina D Describe your symptoms Pain in the ankle since last week after a biking accident Hurts to walk and put any pressure on it Use these buttons in the Dashboard to link notes to appointments or delete notes Note only open notes can be deleted Delete Note Are you sure you want to delete Daily V
22. ntation password The Change Password window will need to be updated every time you change a password to access the PTOS billing program Failure to update both passwords will disable your ability to access PTOS e 36 software a Patterson Technology 4 BtOS Documentation PTOS al pios a Change Password Please enter and confirm the new password for your account Password Retype Password Save To change your password enter your desired password and then re enter that same password as verification Select Save Select the Security Questions link to view or revise your Security Question information These questions will help keep your PTOS Documentation account secure 4 i 16 s ZLOS Practice software Support Change Security Questions Security questions help secure your account Please select questions and answers you will remember Security Question 1 What was the name of your childhood pet v Answer Fluffy Security Question 2 What is your maternal grandmother s maiden name v Answer Abbott Security Question 3 What is your oldest sibling s middle name Vv Answer Angela To set your security questions use the drop down menu to select a Question from the available options Then enter the answer in the Answer field Repeat this process until all three question and answer pairs have been set Select
23. on 4 Billing 1 Facility 2 MAIN PT Main Facility SATELLITE Satellite Facility In the Facilities select the checkbox to filter your schedule by location software a Patterson Technology 4 BtOS Therapists Therapists Check All Uncheck All Administrator y Therapist Administrator Kim Therapist Administrator Test Therapist Tom In Therapists select the checkbox to filter your schedule by therapist Multiple options can be selected Appointment Types Appointment Types Check All Uncheck All x Initial Evaluation Aquatics Appointment Brace Orthotic Fitting Consultation Daily Visit Daily Visit Medicare Discharge Independent Medical Eval IME Initial Evaluation Initial Evaluation Extended Other Submit In All Types select the Appointment Types to filter your schedule by type Multiple options can be selected otos software Patterson Technology Show Cancel No Show Appointments Appointment date from 12 04 2013 to 12 04 2013 a Note Completed All Charge Completed All Show cancel no show appointments Show open time e Apply In the Appointment date from area enter a from and to date to filter your schedule by a specific seven day date range Select the checkboxes to Show cancel no show appointments if you wish to include them in your schedule Select Apply Show Open Time Select the Show Ope
24. r hours e Checkbox multiple answers are allowed Are you able to walk with assistance fa Yes i No e Radio only one answer is allowed Are you able to walk with assistance O Yes Mo e Dropdown List Are you able to walk with assistance Yes No Maybe e Quick Answer Multiple words sentences and paragraphs may be used and attached to a Quick Answer group Once you attach that group to your question you then have the choice to select one or multiple answers These answers can be modified when completing your note See below for more information about Quick Answers e 29 tos software a Patterson Technology Question Properties Question Type Quick Answer The Question Question 2 Quick Answer All Quick Answers Group Require this question be answered to close the Note Quick Answers Quick Answers let you create a database of common responses to save you time when filling out Notes Menu Quick Answers Login Add Quick Answer A Answer 12 Answer 1 Answer 2 x Time Q Under Quick Answers you can modify or delete an existing Quick Answer You can also select the Add Quick Answer button to add a new quick answer to the list Only a limited number of Quick Answers display by default At the bottom of the screen select Show More Results to see more saved Quick Answers Quick Answer Groups Grouping Quick Answers together mak
25. t each subcategory to launch additional menu options tos software a Patterson Technology P 6 PTOS PTOS Homepage My Schedule My Notes Patients Documentation Setup Settings My Schedule Documentation Setup Back to the PTOS Menu Documentation Setup Templates Template Sections Template Questions Template Items Template Groups Quick Answers Quick Answer Groups Storage Groups Storage Files My Schedule View options PT Main Facility Brewster 12 00PM 1 00PM Lunch Break Pool Tom 12 00PM 1 00PM Lunch Break Pool Jason 12 00PM 1 00PM Lunch Break Pool Go directly to that page Open additional submenus Return to previous menu Status Block Hold Status Block Hold Status Block Hold Select My Schedule to view a list of your scheduled appointments for the day Select View Options to customize your display software a Patterson Technology 4 BtOS View Options Facilities All Facilities Therapists All Therapists Appointment Types All Types Appointment date from 10 04 2013 B to 10 04 2013 O Show cancel no show appointments Show open time Apply In the View Options select the drop down arrow to open each option Select from the following options Facilities Facilities Check All Uncheck All 2 PT Location 2 Name 3 Location 3 4 Facility 4 4 Locati
26. the Save button to save your changes e 37
27. ting Template sersant a 25 Creatine a New Templ ecien a E 26 Adding a Section to a Template cccccccssssssssssseeeeeeeeeeeeeeeeeseeseeeeeeeeeeeeeeeees 26 otos software erson Technology Adding a Question to a Template 0 ccccccccsssssseseeseeseeeeeeeeeeeeseeeeeeeeeeeeeeeeeees 27 Creating a New Blank Question ssc ciscncxccsnsnecoswasncenecnassetvswneneassuesensoswencnsceassetmewtsnanses 28 OE EA E EN E E E oracion acido 30 Ee ARIS WCE A EE 30 Adding an HMemto a eM Pl ate angie 33 Templars CLOUDS ee E E 34 Use a Template Group to make it easier to locate an existing template when creating Notes for a patient Group templates together by therapist by injury area or any USS E A E o po E saatcoss solisasesseunsmneardestnt 34 Adding an Injury Area to a Template ccc cccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 35 UO AC CHOU a cractesctritvsacanestunceanisnieabonsyogeantetaced nn o o Po deo GEO A 35 Be OEMS ozo e O eeaewtorta 36 software a Patterson Technology PTOS 6 0 Dtos PTOS Documentation Access your Documentation from any Internet enabled computer or mobile device The following is an overview of PTOS 6 0 web based Documentation Menu PTOS Homepage Sign Ov User adm Signed On 07 14 20 A A 6 software z ae a Paaran Ses Pray Senee View your scheduled Appointments My Notes View Notes for all of your Patients in one place Pat
28. tivate them with the minus button to the right of the template name Show Inactives Removed default templates become inactive and will show in this list Note only default templates will be treated as inactive Custom templates your office creates and chooses to delete will be totally deleted from the system and will not display in this list Using an Existing Template When you begin using PTOS documentation you will find we have included over 60 Default Templates for your use These templates can be used as is or you can modify them to suit your individual needs To modify an existing template you will use the same tools described under creating a new template to modify or delete sections or questions that already exist You can also add as many new sections or questions as you need To use an existing template select the template in Templates list Search for a Template Add Template Required Test x Required Test Q Required Test x Required Test Q Required Test x Required Test Calc Temp Q Required Test Test De See the section on Creating a New Template for an in depth explanation on making modifications Once the modification or deletion is completed it will only impact Notes that are created after the modification is completed e 25 software a Patterson Technology 4 BtOS To delete a Template select the X button located to the far right of the template name To modify a template s
29. tterson Technology ptos Add Section Use the Search to find an existing Section New Blank Section Or select a Section from New Blank Section the list displayed New Blank Section Template Name New Template Section Properties x Add Section Add Question Name Section 1 Add Item Descriptig Enter a Description for the Section Section Outline 7 Require at least one question in this Section be completed to close the Section 1 Note Enter a Name and Description In the Section Properties enter a Name and Description A Section is primarily used to group similar questions and items together such as Medical History or Special Tests Use the Require at least one question in this section to be completed to close Note checkbox to require therapists to enter an answer for at least one question within that section collapsed Adding a Question to a Template Template Name New Template x Add Question Name Section 1 Aaa item Description Enter a Description for the Section Section Outline i m Require at least one question in this Section be completed to close the collapsed Select the Add Question button to add a question to your new template Use the Search to locate an existing saved question or select the New Blank Question to create a new question you can save e 27 software a Patterson Technology ptos Add Question
30. ture item to a note If not added then it cannot be signed and closed before proceeding Spacer A colored or transparent area to separate items Enter a Name Background Color Width and Height Live Data Data pulled from your database Enter a Name and select the Data Table and Field See the following list e 33 Case Description Case Injury Area Case Injury Date Case Therapist Case Diagnostic Codes Case Account Type Case Case Number ProcedureCode CPT Codes Facility Facility ID Facility Name Facility Address Facility Phone Number Facility Fax Number Facility E mail Address Facility Web Address Patient Full Name Patient Patient ID Patient Address Patient Phone Number Home Patient Phone Number Work Patient Phone Number Cell Patient E mail Address Patient Gender Patient Date of Birth Patient Age Referral Referring Physician Referral Primary Care Physician Text Only An area to enter static text Enter a Name and the Text Select Save Template to save changes to the Template Template Groups Use a Template Group to make it easier to locate an existing template when creating Notes for a patient Group templates together by therapist by injury area or any desired criteria Choose a Template wi Show Defaults Filter by Template Group Amy s Templates Ankle Elbow
31. ware a Patterson Technology CCI Policy 97 and 97 will not both be paid Procedure Code 97 may not be paid when associated with Diagnosis 616 02 Procedure Code 97 may not be paid when associated with Diagnosis 816 02 Select OK Charges exceed the charge limit of 0 00 Approved charge amount 125 00 Unapproved charge amount 407 00 This charge exceeds the units per day limit of 1 for this case Unit s already approved 1 Unapproved unit s 12 This patient is authorized for visits only up to 5 30 2014 Save Cancel Select Save to continue Select Cancel to close without saving Approved Charges show at the bottom of the Charge Ticket and will display any approved charges already in your database for the selected Date of Service Select Save to save the charge ticket and send the charges to Daily Transactions in Billing to be approved Select Cancel to exit the charge ticket without saving Notes Notes for the selected case are shown on the right side of the Dashboard They appear in order of date from newest to oldest e Closed notes cannot be deleted Addendums must be added instead e Open notes CAN be deleted e Appointments can only be linked to closed notes e Linked Appointments can also be removed and a different appointment added to the note at a later time e Hover over the button icons to display a tooltip with additional information e The color system shows Green for today s notes Yellow
32. y Rachael s Notes Documentation at the end of the episode of treatment TRAINING TEMPLATE Flow Sheet Wrist Templates Treatment detail Exercises and Modalities HCFA 700 Cancel No Show Plan of Treatment for Outpatient Rehabilitation complete for initial claims Note to document details of a cancelled or failed appointment HCFA 701 Updated Plan of Progress for Outpatient Rehabilitation Complete for Inte Initial Evaluation Documentation of a patients initial encounter Examination Evaluation Copy From Copy From a Daily Visit Note Note to enter in each visit details Discharge Summary Documentation at the end of the episode of treatment When creating a Note select the Copy From button to copy over and compare data from a previous note It looks for questions that are repeated in both notes and copies the data from the matched questions In order for o 16 otos software Patterson Technology the feature to work you must choose the questions you want to track and ensure they are included in multiple notes Also only saved questions will copy See Documentation Setup Copy From Note a Sample Office Template Note Date 12 04 2013 Template Note Date 12 04 2013 Template Note Date 12 03 2013 Template Note Date 11 21 2013 a Template Note Date 08 29 2013 Closed v Add To Note To add content to an existing Note select the one of the following optio
33. y patient in the list of Notes select the wheel on the far right side to go to the patient dashboard PTOS Homepage Ee Login 4 6 LOS H A A A software tion d Documentation Setup Customize your Documentation Templates Settings Settings page To search for Patients select the Patients from the main screen Search By Last Name In the Search By field use the drop down menu to select from the following options e Last Name e First Name e Patient ID e Phone e Facility ID Select the search field and enter the desired criteria for your search Select Enter on your keyboard to search Use the wheel button to go to the Patient Dashboard e 13 otos software Patterson Technology Birthdate 01 14 1970 Phone 999 999 9999 6 Facility MAIN Select the Patient name to open the Patient Viewer Patient Viewer The Patient Viewer is the section in Documentation that gives you all of the information that you need from Patient Editor in PTOS billing This area is read only and allows you the ability to see all of this information without accessing the PTOS Billing module Name Angie Abbott Patient ID 10000 Primary Facility MAIN SSN 555 55 5555 Address 123 Main St City State Zip Anytown OH 55555 Email email anyemail com Home Phone 555 55 5555 Select a Patient from the Patient List to open them in the Patient Viewer Case Referral Bill Insuran
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