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Version 9 Manual

1. e Client A C Info screen shows Payout etc e Check your Banking report and Activity Reports for adjustments e All reports show negative refunded amounts P E E m PPMP procenure MANUAL Page 167 of 250 18 Data path Diary Data Entry Setup Accounts Batches Reports Labels User Licence m Fees Charges Setup Account and Receipt Printing Setup Addresses e Goto Setup e Computer Resource Usage Window Styles i General i eNotes i Networ 7 yh E yh m 1 PPMP Options Program Links More PPMP Opti Backus Add Client immediately on Making New Client Appointment reports in your Word Processor letter editor e More PPMP Options a General Settings Window Styles General 4 eNotes 4 Networking SMS a EFTPOS PPMP Options Program Links More PPMP Opti Backup Options WorkCover Add Client immediately on Making New Client Appointment Display the reports in your Word Processor letter editor Use Internal PPMP Email Engine not Windows Default Email Engine Use Reoccurring Appointments Default Attendance Notes Font Settings Enter in the destination path of the DATA folder WSERVERNAMEAPPMP e Make sure the path is servername PPMP Close PPMP amp Reopen e Same on all machines EXCEPT Server it stays as C Program Files PPMP PPMP PROCEDURE MANUAL 19 Deposits 19 1 Recording a deposit On the Diary screen PPMP Diary amp Appointment F Treatm
2. Payment amount of 72 00 21 Dec 2012 14 57 18 FULLY PAID CLAIM Claim Declined 9718 Refer To Receipt Pu Pas Cat EFTPOS for testing purposes this screen shot has been included HICAPS Charging a client amp submitting a fully part or unpaid claim to Medicare From the diary Era Diary Gl Appointment F Treatment Change FA lt a f i Mote in Diay Ctri N Special Appointment Ctri 5 Has Arrived CelsH Has Entered Cel4J Has left Ctl k Appointment Confirmed Cil C Select the client Click Treatment Charge Eee Hormel Foe GST Teta Tae prd Biwi prad Ne ST si a Cidi aT manimae ahan CE TAC IM TCAD T ONODI a DYA Aled Madi DA Fapa IHJUINT I 1 gt THORNE T 2 levee Pasi SCARE CINC 2 PARATY DAS H pl c ana lians Beeeierst Comme Sala pem punnis m z Page 52 of 250 Select the charge from the entires list make sure all details are correct including Medicare Item No Check the Episode Payment Method amp Practitioner If the client details have been setup correctly all information will be pre filled Press Accept amp Pay the transaction PPMP procepurRE MANUAL Page 53 of 250 ws inte n Cia FCAPS ii es 48 Ca eS Pa CE e Double click in the Paying field e Click Claim Medicare Button Payment amount of 72 00 Claim Type Gat Refe
3. About Updates Save Close e Click Close after this has finished and restart PPMP again e From the Main Menu of PPMP Diary Data Entry Setup Accounts Batches Reports Labe User Licence gt Fees Charges Setup gt Add Stock Account and Receipt Printing Setup Addresses amp Staff Computer Resource Usage e Click on the Setup Menu e Click on Computer Resource Usage e Click on the EFTPOS tab amp General Settings PPHP Options Program Links More PPMP Op Backup Options WorkCover Window Styles Y General eNotes Networking SMS Y EFTPOS i Please Select One Use HICAPS C Use TYRO Printing Options Local Printer e Tick Use HICAPS e Tick EFTPOS Terminal e Click OK Restart the program for the activation to start i 345 PPMP PROCEDURE MANUAL 2 2 Click HERE to watch video HICAPS staff setup User Licee Anane nd Russet Praag Setup Go to Setup Click Staff _Staff List Mickey Minnie Show employed staff only Donald Daisy Staff Show all staff Mandy Staff No 1 Currently employed Name Mickey Mouse Add new Name to show on accounts Mickey Mouse Name to show on the diary Mickey Login Details Login Mickey Password zzzx User Security Level No Restrictions Im Charge Types Used optional For t
4. After building the list you can print labels immediately or create a merge file Client Started Date Between otarting Date Ending Date Page 197 of 250 e Enter the date range This relates to when the Client first attended your practice LEAVE AS IS IF YOU WANT ALL ON YOUR DATABASE e Then click Build the List PPMP procepurE MANUAL Page 198 of 250 Ia There are patients listed Ho Hama Print Posi Code 20357 Mouse Mickey Ves uji Print listing Print labels be Wiorgo Folo Print Menge Letiers Send SMS Choose what you would like to do e Print Labels Create Merge File will give you an excel spreadsheet with Names Addresses Phone numbers DOB etc Print Merge Letters Letters created in PPMP Email SMS 24 1 Mailout new episodes Report requirements settings Episode Details Criteria Billing History Criteria Client Details Selection Critena User Client Classification e Click Episode Details Criteria to narrow down your search Epsiode Start Date Between Starting date 01 05 2014 e Change the Episode start dates to list all clients who have episodes that started between your requested dates if a client has more than 1 episode started between these dates they will appear on the list twice Report requirements settings Diem Details Selneien Crtana User Chen Clnssiieetion Episod Dotails Criteria Billing History Criteria Peymont Methods Epeiods Start Gots Dobweon
5. BACKUP EVERY DAY Backup Options Please select now Backup Database 15 Backup Timeout Mins al Select another location after the backup is ready to be written to al storage device eteri rr rere TTT T raaa aa aeaa sor Are you sure you wish to EXIT moj ee The following window will appear indicating the backup process is happening Please wait Processing SQL Backup PLEASE WAIT The following window will appear indicating the zip file is being created Please wait eal i PPMP procepuRE MANUAL Page 131 of 250 Creating ip File 41 CO G e The following window will appear indicating the backup has been successfully completed e You may now exit PPMP or continue using PPMP lt is advisable to open your backup folder on the removable device and make sure all of the folders and the database are visible If you are unsure please contact our Customer Service Team for assistance 1300 784 908 Option 1 or info PPMP com au If using third party software please contact us to discuss your requirements or to obtain help with a test restore We will happily take calls from your IT provider if they have some specific or technical questions 11 1 Restore PPMP backup Insert Removable Drive Diary Dots Entry Sete fAcoewntis Eatches Reports Lobes Housework Sernites Help hotes Upload Patients Fit e Click on Services e Click Restore Backup ZIP file a krcis Backup HOTE You
6. HIGHLY RECOMMENDED TO CANCEL and sell the pack through the Pack Sale option Actions or right click on a blank spot otherwise the name on diary will change color because it has been charged and you will not be able to use an item from the pack And after the sale return to the Diary and charge as usual PPMP procepurRE MANUAL Page 151 of 250 14 8 Classses Setup new class From the diary PPMP Diary lt Month lt Week lt Day 20 05 2013 e Click Classes e Manage Master Classes e Click Start New Class e Give Class a Name Click OK e Click on Drop Down button and select Class e Click Add a Client A PPMP procenure MANUAL Page 152 of 250 Chor a Client Hame to Find OR the Requeed Cieri Ho mouse A reabches Search Tiga Houra Mickey Jnr Houia Hirira Pilates 0 e When you have finished adding clients Click Exit 14 9 Classes Make class appointments NB When making changes to classes a new class will be added this is so people can be added and removed from a class on a particular day instead of having to delete and add back into future classes From the Diary PPMP Diary Actions Records Find Options Refresh Print Classes 1 i Appointment Existing Client F5 amp Appointment New Client F2 Appointment Types Appointment Reoccurring Class Booking e Click Actions or Right Click on the diary e Select Class Booking amp Classes e S
7. Initial and standard fees NB These should be left 0 00 unless you want a special fee charged on a regular basis for this particular patient which isn t already covered by your standard fees PPMP procepuRE MANUAL Page 161 of 250 Episodes for Mickey Mouse Exit A C Info Attendance Notes Printout ToDo Reminders Alarms Action Required Not Complete All Rx s approved tota 0 Totalsofar 3 Date Entered Title Due Date Number of Ax 0 i Date is warnings Before 7 7 optional 0 0 i Message Wammeevery 0 thyisit Starting from visit 0 Warn if new appointment is after this date Z Message Description View Edit Add New C Referral thank you sent Last Recall Sent i C Mark this AC as a bad debt Bad Debt Date C Discharge letter sent e Alarms By number of treatments If you enter a number of approved treatments the clients appointments will display in a different color with a number in brackets this number indicates the amount of treatments left before they reach their approved number of treatments e f you also include a date then the number of treatments must occur by this date e The appointment alarm window will appear when appointments are made after this date and the client s name will show up on a red background when an appointment for them is made on the diary EL mi 345 PPAAP PROCEDURE MANUAL Page 162 of 250 16 Combine 2 client records into one
8. Fees Payment Methods Set up Payment Method Payment Method Classes Treatment Location Rooms Charge Type Treatments Choose your Class Payment Method Click Add New w Fees Payment Methods Set up Classes Treatment Location Rooms Charge Type Treatments Entries list Entries list Print All Fees Import Another Fees List ltem Code if any 560 Medicare Healthpoint Code 560 Description Class Pack 10 Normal Fee 200 00 Other 1 Expected Rebate 0 00 Other 2 Discount 0 00 Other 3 Is a Class Pack Item Class Code Class Attendance Description CP10 Pilates Class 560 Enter your Class Pack fees Tick is a Class Pack Item 0 00 Requires GST d 0 00 Fill in Class Attendance Description Item Code amp No Required Click Save Continue until all Class Pack Items have been entered Click Exit Page 143 of 250 EL m l eal 2 PPMP PROCEDURE MANUAL 14 3 Before selling packs You need to set up a new Episode for Class Packs Exit A C Info Letters Email Main Details More Details Notes E e Goto the Client s Episode screen e Click New Episode Episode List Titles _ New Episode Delete Selected e Name the episode in Episode Title Fe Episodes for Chicken Little Exit A C Info Attendance Notes Printout Episode Detail
9. PPMP PRACTICE MANAGEMENT SYSTEMS Version 9 Manual P O Box 102 Ivanhoe Victoria 3079 T 1300 784 908 F 1300 784 906 WWW ppmp com au et d PPMP PROCEDURE MANUAL Page 2 of 250 Table of Contents SECTION 1 NEW USER SETUP GUIDE PROGRAM SETUP WIZARD ssssessessesessesseseecescesoccescesoesossescesoccessesoesoesesoesoesescesoesessesseseeseese 6 SECTION 2 AUOITION AL SERV E n T E N E E 16 1 PVA PROCEDURE asia aioe E E E E E E G 16 1 1 SE Ge PS IGE rcrcassrecigerc peut cupe gis E EE vats aaus anata E EA nceseis 17 1 2 SETTING UP DVA CLIENTS AND VERIFICATION onssssssosososrsossosososnsrsossenonosososessosesrsrsosossonosssososeosesosrsosessenosssrsoseesesosrsrsossenosssesosessesess 18 1 3 TREATMENT CHARGING RECORDING AND TRANSMITTING THE VOUCHER sceecececsecececececsecuceseesececeeeeeeseeucesetseseeuseseeseecesesseseseseseeseseeuees 21 1 4 RECORD WHITE CARD HOLDER sectiicaceaceseedeucaabciccdesassacdans aa E ebaiecaeetaaaswebetuetantetensas 25 1 5 HOWTO RECORD TRAVEL K MS ariran E EE E E E E O E 27 1 6 FOW TO RECORD STOCK sissscccuvessaseiccnsdsasnaniosatauctesenniedacebcunsisasnaracmotassbedenniedanebauw easbaracsotassbedeundedanebauwsisasbarucmotassbedeunieduneiecmeiseseasues 30 1 7 DYA REPORT r E AET ede ace cretion vate tare E E E T etree ese E E E 34 2 PAPS n E onea an weld uate eacielsuan Wiles waa enue aan ieenee een cabiee aeen ven wieabiaeaenGuend 37 2 1 HICAPS INSTALLATION amp ACTIVATION ccccescesc
10. Physiotherapy ehsite www ppmp com au PMY SOON e Goto Accounts e Transmit Medicare DVA Claims Medicare Online OVA Paperless Streamlined CVA Claims Uinsubmitted L Seach Cites Creation Date From Claims Prechboner Substied Dabe Fiom PayeeProviderl 24137101A 24131014 30 Det 22 74131014 24131014 28131014 Bird 30 Det 2012 24131014 SU et AN 30 Det 2012 29 Det S012 40 Det 20s 20 Det 202 Clams wi ADSI2 1 Lice Hed T3000 Claim Yoncha Semice SeniceDate lhem ADaaza 1 1 23 10 2072 3m e Insert Date Range e Click Search e The display will show all Claims that have been Submitted Processed and Paid within the selected search parameters ri fs PPMP procepurRE MANUAL Page 37 of 250 2 HICAPS 2 1 HICAPS installation amp activation Click HERE to watch video NB If you are using the HICAPS Integration you will need to Activate HICAPS first From the Main Menu of PPMP Diary Data Entry Setup Accounts Batches Reports Labe User Licence gt Fees Charges Setup Add Stock Account and Receipt Printing Setup Addresses amp Staff Computer Resource Usage e Click on the Setup Menu e Click on Computer Resource Usage e Click on the EFTPOS tab w General Settings PPMP Options Program Links More PPMP Op Backup Options WorkCover Window Styles 1 General eNotes Networking SMS F EFTPOS Please Select One Use HICAPS C Use TYR
11. STAGE Si wastaceecuuecs tana hiancumuedcuhecud ene nemsedoutewuaucsnunsieeutecina EE E ouriedecicabanesamesuieucennetes 105 5 10 EMAIL ACCOUNTS STAGE 2 ecceanccectusscenstwataslectiatecend shieseciondiodenesetustacuudwimaesdebeuesas Gutseoaskwatacwedudacendadanasandwsecens tmedasiontiedecestexesachudotancsneebee 106 5 11 BI SO VE DIE FAC COUNT EETA 107 5 12 SC CO INT UN east creepcinesai saiertiweiznwic T a alsa Sean aicia wietSimoasG sss Sn aiegn stata wale nk ET 110 6 ALAR V S chases uukvwv tna unmawecavivanGewshrauenuubeavenvwccsvunsuieeieuvibsWebuucears suenusve E NE NEE EE EOS 112 6 1 NUMBER OF TREATMENTS APPROVED TOTAL tafe casaeisesc ence oaace iciateanctnice Seat a a a E E E E 113 6 2 REPEATED APPOINTMENTS sssisrsrsessesirseasiriessors is srois kistik rots sis tr rS rarr NE ENORET SEAT dndsu wan abanwecundaceadabieuwelacdadsunas dubeeneedenessexescduedwaeweantoere 114 6 3 NEW APPOINTMENT oea A E E E O E 114 7 APPOINTMENTS ccceracawctcuta bv cciacteeveusdoovatavatnsunusae a a a a 115 7 1 INE CUENTE APT ONTAN S ae E E EA 115 7 2 EXISTING CUENT APPOINTMENTS sesinin a r EE AE AE 116 7 3 REBOOKING CLIENTS FROM A DIARY APPOINTMENT cccccceccccccccccccecceccececcecceccenceccecceceeceecenceccensenceccececeecessecsecsecsencecceseesessessesseccenses 117 7 4 MIOVING APPOINTMENT sruron ernennen A 118 7 5 CANCELLING APPOINTMENTS virrei tise eset i ranne Ts E EATEN EEEE EEEE TEETE 118 8 PPPOINTIVIENT TI ES aen a a a a a a 119 8 1 MAKING APPOINTMENT TY
12. Who Dr What aoa Ae eres ee Aa Date Usual Fee pgp cle aes Refened To Sed VESTS The chent Main File Urual Thesapiat e Use the browse button to select a doctor from the list or enter the information at the time 2 9 Referring doctors setup From the Main Menu Bey PPHP User Lieno Fees Charges Setup HIEAPS I pey software CONNECT Enterprig sr e Goto Setup e Addresses 7 PPAAP PROCEDURE MANUAL m Addresses Management Addresses Management Address Labels and Mailouts Report Header Address List Type List Title Doctors Il 1 Io Address List Address Goofy Dr Phillips Dr Scott Reid Dr Brenda Smith Dr John Salutation Dear Delete Provider No Phone Contacts Setup the ddress Types List Notes Phillips Dr Scott Dr Scott Phillips Po Box 102 Ivanhoe Melb IC 3079 Dr Phillips 123456MM 1300784908 1300784906 0402485786 Mobile info ppmp com au EMail e Add or Edit the address list of the doctors Including Doctor s provider numbers 2 10 HICAPS Charging a client amp submitting a BulkBill claim to Medicare From the diary E PPNP Miary NORE In Diary Cri Spedal Appointment Ctrl 5 Has Arrived Cel4t Has Entered Ceri Hos Left Cti Cig Mouse Mickey Appomiseent Canfinreed Cile e Select Client e Click Actions e Select Treatment Charge Cier Meme Micki Moutig AM
13. e Select the appointment on the diary that you want to move e Click Actions e Select move Actions Records Find Options Refresh Print Classes JE Appointment F6 Treatment Charge F7 Note InDiary Ctrl N Special Appointment Ctrl 5 Has Arrived Ctrl H Has Entered Ctrl J Has Left Ctrl K Appointment Confirmed Ctrl C Move Ctrl M e The patient name will disappear off the diary and show in the top bar of PPMP F6 F7 EH PPMP Diary Moving appointment tor George Mandy Records Find Options Refresh Print Classes ToDoLists Waiting Lists Page 118 of 250 e Select the appointment day time and column where you want to move the appointment to and double click on the empty spot to insert the patient 85 Cancelling appointments Click HERE to watch video e Select the appointment on the diary that you want to cancel e Click Actions e Select cancel HI PPMP Diary 00am Mouse Mickey 11 15am Actions Records Find Options Refresh Print Classes JE Appointment F6 Treatment Charge F7 Note In Diary Ctri N Special Appointment Ctrl S Has Arrived Ctrl H Has Entered Ctrl J Has Left Ctrl K 1 Appointment Confirmed Ctrl C Move Ctrl M j X Cancel Del Additional Charges F9 e Anew option menu will now appear PROCEDURE MANUAL G Mouse Mickey DELETE this diary entry At this stage if you have made a mista
14. Address Labels and Mailouts HICAPS Receipts Address Type Doctors x Mouse Dr Mockery Print Eniries Design Labels Print lobes Sahe All Deaelected All e Make your selections on the list Deselect All and select the individuals you want or Select All e Print labels Choose a Ebel dessjn Curent Selected Label Label Tithe Or Address Label Label File LblsAdrsS_rpt Label Tithe Default Doctors Address Label e Select Label e Click OK e Create a List of All Drs Names amp Addresses m Addresses Management Addresses Management Address Labels and Moilouts HICAPS Receipts Address Type Doctors Print Entries Luck Le Donald Design Labels Print Labels rante Merge File Email via EOC SelectAll Denseledied All e Select your List from Address Types e Click Create Merge File EL oe m a PPMP PROCEDURE MANUAL Browse For Folder E Desktop b 9 Libraries gt B Karen Crompton s ik Computer gt yy Network d Crompton Family Phots JL Emery Family J plans e Select where you would like to save your list Merge file C Users KarenPPMP Desktop ADDMRG csy has been created Lo e Click OK ADDRESSMR G e Goto where you saved your list B C D E tendio hone Phone Salutation Provider No Or Donald Duck 123 Disney Road 173 4567 9173 4567 Or Duck 0173456 Dr Mickey Mouse 126 Disney Road 3123 6788 S124 6789 Or house e View information sav
15. Cash eg G credit Card PO ce o o y Dione gt G Deposit G ther O cE 0 123 05 Medical Fund Direct O iret Deposit O O Medicare O E Total so far 1123 05 C Preview Report Total required 1123 05 Print Receipt Print Fully Accept But Don t Go Back Deposit paid in today normal ltemised Print Mtn Receipt layout printed Normal Receipt Re use for this client next time Enter amounts being paid and how they paid Page 139 of 250 Total so far 630 00 C Preview Report Total required 630 00 Print Receipt Print Fully Accept But Don t Deposit paid in today Receipt layout printed Normal Receipt Iae Re use for this client next time Print a receipt normal or fully itemised if required Or accept but don t print Ei Ss l ea al PPMP procepurRE MANUAL Page 140 of 250 14 Class Packs The class pack system is designed to automate the process of pre selling a number of visits usually but not necessarily a class of some kind then using these up as the client attends warning when they have run out and to manage the payment for the class pack 14 1 The Basics You sell a pack to a client as they attend the system takes an unused pack item and puts it in the billing window If accepted it is transferred to the used list If such a client has run out of pack items you will be asked if you wish to bill them for another pack before moving on to the usual charging window When you do bill a pack
16. Dr Julius ___Paying Practitioner DYA Claimld s Amount Unpaid 1070272015 Standard Consutation 201 00 101 00 Donald Discount Entry by e Totals 101 00 201 00 Tyro Paying Some Tyro Healthpoint Tyro EasyClaim Tyro Healthpoint Paying All v ancellation Calculate Gap Payment Medicare DVA Claim Tyo EFTPOS e Once the process has completed successfully PPMP will return you to the payment window you will notice the Tyro claim amount has already been deducted from the total amount owing you can pay the remaining balance or exit e PPMP PROCEDURE MANUAL m Payment ClientNo 12 Episode General O Ml Name Hibbert Dr Julius Date _Description Amount Unpaid __ Paying Practitioner DVA Claimld s 10 02 2015 Standard Consutation 201 00 101 00 101 00 Donald Discount Entry by 0 00 Totals 101 00 101 00 Tyro Paying All a ee atten Calculate Gap Payment Medicare DYA Claim Tyo EFTPOS e To pay via EFTPOS Payment enter the amount amp select Tyro EFTPOS F EF POS Start Transaction e Check the amount entered and click start Transaction Purchase Amount 101 00 Cashout 0 00 Total 101 00 Swipe Insert Card Purchase 101 00 Purchase started Amount 101 00 Cashout 0 00 Cancel Transaction e The Tyro terminal will prompt you to swipe the patient s card Page 64 of 250 PPMP PROCEDURE MANUAL 3 4
17. Dumbo 11 Flander Ned 7 Godmother Fairy 12 Hibbert Dr Julius 14 Little Chicken AR Dam Datar Stave n click or press Enter on the print column to view a patients records double click or press Enter on the patients nam 4 Simpson Homer No 0 Only lines From To You will notice on your list that those who have mobile numbers have had Yes changed to NO this is so those that don t have mobile numbers can be contacted by an altenate method Click Send SMS PPMP PROCEDURE MANUAL F SMS Appointment Reminders Select Template To Use Review Messages Recipients and Send Appointment Reminder Pilates Season Greeting seasons Greetings lt Client Firstname gt Our sincere thanks for your goodwill amp loyalty the past year e wish you a prosperous and happy new year lt Practitioner gt lt Client Firstname gt lt Client Surname gt e Select your Template e Click Next Step SMS Appointment Reminders Select Template To Use Review Messages Recipients and Send 5 Mr Aristotle Amadololis 6 MrKent Brockman 3 Mr Prince Charming 8 Mr Stu Disco _ 61400000000 11 Mr Ned Flander 61400000000 Ms Fairy Godmother _ 61400000000 12 Mr Dr Hibbert 61400000000 14 Mr Chicken Little _ 61400000000 3 Master Bart Simpson _ 61400000000 4 Mr Homer Simpson 61400000000 easons Greetings Homer Our sincere thanks for your goodwill amp loyalty
18. Provider Nos Appointment Types 1st Available Tyro Payments Treatment Location Rooms Payment Method Co Provider No 2147661H Hicaps Provider Group Type Physiotherapy Service Type Code G General Practitioner Tyro Service Type Code S Specialist Medicare Online Claim Type DYA Allied Health Claim Service Type J DYA Allied Address Save Provider No Details Save Provider No Details To All Payment Methods View Hicaps ltem Number List e Select your Medicare EFT Payment Method e Select the Service Type Code for TYRO e Enter your provider number Save Provider No Details To All Payment Methods e Click Save Provider Details e You must do this for ALL staff members 3 5 TYRO Fees amp charges Setup for EPC From the Main Menu E ppup e Goto Setup e Fees Charges Setup e Change Fees Charges item Number Gees Lists Page 66 of 250 PPAAP PROCEDURE MANUAL m w Fees Payment Methods Set up Payment Method Entries list EPC Medicare ml CIE Up Treatment Location Boons x Charge Type Treatments a Delete Print Current Fees Print All Fees Import Another Fees List ltem Code if any 23 Medicare Healthpoint Code 23 Description Sw EPC Consultation Normal Fee 37 05 Other 1 0 00 Requires GST g Expected Rebate 0 00 Other 2 0 00 Discount O00 Other 3 0 00 C Is a Class Pack Item e Select the Medicare EPC Pa
19. Setup Initial Consultation Standard Consultation Rooms a lt Setup Charge Type Treatments lt Setup Item Code if any 100021 Medicare Healthpoint Code Description Initial Consultation Nnrmal Fee on nn Go to your Workcover Payment method and ensure the Item Code is entered for each individual charge Page 80 of 250 Print Current Fees Print All Fees Import Another Fees List nm nor m aye Do the same for treatment locations and any other areas you have Workcover charges entered Click Save Step 5 Client record setup Episode setup Edit A CInfo Episodes Letters Email eNotes Attendance Notes Printouts Basic Details Packs Appointments Main Details More Details Notes Empty More Addresses SMS History Title Mr Gender Salutation Dear Homer Diary Name Simpson Homer Surname Simpson FirstName Homer MiddleN ame 727 Evergreen Terrace Springfield VIC 3000 Complete Address homer springfield com Comments etc Open the Client record Client 4 Phone Work 1234 6547 Mobile 0402485786 Fax D O B 12 05 1979 Date Started 25 07 2013 Occupation nuclear power plant Why They Chose Us Medical Records Details Chart Ref Medicare No Medicare DVA use ONLY Suburb Postcode Pensioner No PPMP PROCEDURE MANUAL Exit A C Info Attendance Notes Printout Episode Details Notes Alarms To Do List Discharge Addresses EDI Docu
20. ae Enna ae reverse tan monn Usual Therapiat i a All Stel Curnenthe OEmployed Ont e lf you want to narrow your search for a particular Payment Method or Practitioner Select a Payment Method or charge type or Therapist e Click Build This List EL zx pa S PPMP procepuRE MANUAL Page 199 of 250 24 2 Mailout List of clients that have spent above a certain dollar amount Report requirements settings Episode Details Criteria Billing History Criteria Client Details Selection Critena User Cieni Classification Click on Billing History Criteria In The Date Range From 01 05 2014 To 14 07 2014 Select your Date range Report requirements cette Ghent Details Selection niena l User Chern Classification Episode Details Criteria l Billing Mistory Criteria In The Dot Firma Prem 0170177003 Te 13A 2 200S a es Hos bowen billed far hem Codes mhe GF 4 E Tapi This Armour 560 Sinengih and Strotch coon LEGAL Legal napart Acta Up Fram Thoas Charge Typos By inserting a dollar amount in the Amount Billed section this will give you a list of all clients that have been billed e g 50 00 or more between the requested dates O Just Selected Item Codes NB An amount of 0 00 means this testis not performed Select ALL charges orJust Selected Item Codes click on an Item Code and Charge Type from the List Click Build the List The above 3 steps can also be combined e g you can s
21. e Click Next Task e Click Go To Address amp Practice Info Setup e Click Setup Address Types List to set up your contact details for referrals work places insurance companies etc Referred by Employer Insurance e Click Add and Enter different List Headings a PPMP procepurRE MANUAL Page 13 of 250 Address Types Management Hew entry title Other e Click save Address Types Management Doctors Referred by Employer Insurance e Use the Up amp Down buttons to put these in the order that best suits e Click Exit ys m Addresses Management Addresses Management Address Labels and Mailout Address List Type Why they choose us Search Filter Address List e Select List 345 PPMP PROCEDURE MANUAL e Click New Entry To Dr Scott Phillips e Inthe To line enter the name as it would appear on a letter or envelope List Title Phillips Dr Scott e Inthe List Title enter the name how to appear on your list Lastname Dr Firstname e Add Address information and anything else here you need w Addresses Management Addresses Management Address Labels and Mailouts Report Header Address List Type List Tile PPMP Doctors Il To PPMP Managment PO Box 102 Search Filter pee Ivanhoe IC 3079 Address List Salutation D eng PPMP Dr Goofy cs PPMP Provider 123456M Smith Dr Joh Giaa ProviderT ype Phone 130
22. ome Visits a orkcover a EPC Medicare E Pilates Fees scale m Payment Client No 12 Name Hibbert Dr Julius Description DYA Claimld s 10 02 2015 Standard Consultation 11 00AM Discount Entry by 0 00 Tyre Heathpoint __Tyro EasyClaim Cancellation Calculate Gap Payment Medicare DYA Claim ___ Tao EF Double click in the paying field to enter the full payment amount select the Tyro Healthpoint button PPMP PROCEDURE MANUAL Client No 12 Name Hibbert Dr Julius Description Description Amount Unpaid 10702 2015 Standard Consultation 11 00AM i 60 00 60 00 Donald Patient Card Number Card Number i Discount Entry by 0 00 Totals 60 00 60 00 Tyro i Tyo EasyClaim Print Account Paying AIl Ta eon Calculate Gap Payment Medicare DVA Claim Enter the number corresponding with the patient name amp press begin e PPMP will display the following message Healthpoint Processing claim please wait Swipe health fund card e The Tyro terminal will prompt you to swipe the patients card ___ Paying Practitioner DVA Claimld s Page 62 of 250 PPMP procepurRE MANUAL Page 63 of 250 Healthpoint Claim assessed Gap 101 00 ACCEPT 1 REJECT 2 Processing claim please wait Swipe health fund card Healthpoint request started e Click accept to accept and process the health insurance claim Payment Client No 12 Name Hibbert
23. please wait Medicare Easyclaim request started Cancel Transaction e Follow the prompts to process amp print receipts oy PPMP procepurRE MANUAL Page 73 of 250 3 10 TYRO Fully Paid Charging a client amp submitting a fully part or unpaid claim to Medicare From the diary PPMP Mary Actors Records Find Options Refresh Prit Classes ToOoLists Waiting Lists SMS Apt Reminders Help ee e Select the client e Click Treatment Charge e Select the charge from the entires list make sure all details are correct including Medicare Item No e Check the Episode Payment Method amp Practitioner If the client details have been setup correctly all information will be pre filled e Press Accept amp Pay the transaction e Double click in the Paying field e Click Claim Medicare Button PPMP PROCEDURE MANUAL Medicare Claim Payment amount of 72 00 Claim Type CoN Referral Period Code Indefinite i Referral Override Code l e Click Pay Patient Contribution EFTPOS Page 74 of 250 e If the Medicare Number is not filled out in the Patient Details you are prompted to swipe insert the card Payment amount of 72 00 1 Dec 2012 14 55 41 Received Waiting for Terminal Pay Patient Contribution EFTPOS e Follow the prompts on the screen PPAAP PROCEDURE MANUAL Medicare Claim Payment amount of
24. 06 2013 Std Consultation 28 06 2013 Initial Consultation eae EFTPOS Payment Amount Unpaid DVA Claimld s 97 00 97 00 115 00 115 00 Paying Practitioner 97 00 Dr Brenda 115 00 Sam Patient Card Number Card Number Totals 212 00 212 00 HICAPS Medicare Claim HICAPS H Cancel HICAPS Quote HICAPS Transactions Enter the number corresponding with the patient name amp press begin PPMP will display the following message Medicare DYA Claim Claim Medicare Page 43 of 250 Processing HICAPS please continue process on machine The HICAPS terminal will prompt you to swipe the patient s card amp display your computers name Once the process has completed successfully PPMP will display amp print the claim summary for you amp the Patient See examples below aT eT Ce La ele oy ee bhiin pd i el L r pea hed ird nori i Gio prn E BP HEAPS O Fadt dhari or a egal mp cepice 1 Page Pere e PPMP will return you to the payment window you will notice the Hicaps claim amount has already been deducted from the total amount owing you can pay the remaining balance or exit PPAAP PROCEDURE MANUAL Deronrpiion FR 05F7011 INITIAL CONSULTATION Discount Fite Esg HICAPS amd Meola anes ead eit Chain Medicare Medicare Ducts HiCAPS Claim HICAPS i Gancel HICARE Transactions aal Episode General e From the payment window select the payment
25. 3 Donald Duck Rooms M lt gt _ Hide Adjustments Activity Summary Charges Payments No of Rx s J Show class packs only All 1878 01 1578 01 8 YTD 1403 00 1103 00 3 A C History Print Or you can go to a client s Account history screen Click on a pack item Click the View button You will be taken to the Client Pack screen where you can make adjustments or edit pack information Client Pack Print Packs All unused class items e The Tabs at the top Packs All unused class items shows you all pack items and what is still available e When a Class Pack is Finished e When a client is on a Pack Item Payment Method and there are no unused pack items in their file Charges Client Name Mickey Mouse Date Description item Number Fee Normal Fee GST Total 31705 2012 Class Pack 10 SOLOD 500 00 0 00 500 00 hem Gode OAdd GST CPO Reverse GST status keep same total charge Start Time 4hr Standard Entries Medicare Code Clock Class Pack 10 Gym Class Pack 10 C O Pilates 10 Pack Ahweys show standard entries Durban AA rim Edit Cancel Accept Pay Type of charge Treatment location A Patient episode involved ME Aswell Not Emp Class Hospital Home Visits Fees scale Start a new episode Normal _ View Client Record Payment Method Used As you try to treatment charge a new class pack will be available to select
26. 72 00 21 Dec 2012 14 56 32 Pay Potent Contnbubon EF TPOS e Follow the prompts on the screen Payment amount of 72 00 Claim Type Fuly Paid Referral Per Patent Card umber Card Number ra Pees non TOS e lf the Medicare Number is not filled out in the Patient Details screen you will be prompted to swipe the card Page 75 of 250 PPMP PROCEDURE MANUAL Medicare Claim Payment amount of 72 00 21 Dec 2012 14 57 05 Pay Pabent Contibubon EF TPOS e Follow the prompts to complete the transaction Medicare Claim Payment amount of 72 00 1 Dee 20127 14 57 18 FULLY PAID CLAI Claim Declined 971868 Refer To Receipt Pay Patient Contibution EFIPOS e Once the claim has been processed you will be advised of the outcome of the claim for testing purposed this screen shot has been included Page 76 of 250 EL eat 345 PP MP PROCEDURE MANUAL Page 77 of 250 4 WorkCover Queensland Version 9 and above of PPMP 4 1 Step 1 Register with Queensland WorkCover e tis a simple set up process just send an email to providers providers workcoverqld com au include reference to B2B in the subject line to obtain a B2B username password which you will need add into PPMP step 3 e Once you receive the information please enter it in the PPMP setup or contact PPMP to arrange a setup time amp training 4 2 Step 2 Enter registration details into PPMP On the Mai
27. Batches Reports Labels Housewor EPISODES CHECKED 788 3 System is adjusting fees in the client s episode screen e Click OK Episodes for Karen Crompton Eat Edit A C info Attendance Motes Physio Notes Printe Episode Details Notes Ajanms To Co List C Episode ile DYA Treneri Rooma Tromimenia Location Payment OVA Method Fee Scale Hormel inital Fes 0 00 Zame AERD ones pi BEN p OEE De Usual Fae A i a E Page 134 of 250 e Under Client Episode you will notice Initial Fee Usual Fee have your current fees relating to that episode Back on the Main Menu PPMP Karen Main Menu Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help User Licence Change the Standard Fees Charge Add Stack Item Humber Fees Lists Account ond Receipt Printing Setup Keep Current Chents On Current Treatment Fees e Click Setup e Fees amp Charges Setup e Change the Standard Fees amp Charges a3 PPAAP PROCEDURE MANUAL a Fees Payment Methods set up Estes bas Std Lonsulteton lt Extondod Consultation Travel Boome neshnens Change Type Troatmont Changes Another Pome Liel hes Coded ary Deicspton 10982 o Initial Consultation Machoons Code 10962 Hamal Fae T enon Expected Rebate Depoouad Jie a Chage Pack them e Go through each Payment method and change Fees e Click Save When you are aready to move ALL onto the new fees PPRP Karens sin Menu Diary Dato En
28. Do List Discharge Addresses TAC Documents Episode Te Meck Treatmeri Rooms Trentments Menn VW Address Norme D00 Serme Ames poe pecan Svari Mhe ReiDate J Expiros Pe o oo sheer ees ReferedTo The practice al Send AC s To The chiart hein File Usual Therapist ZEE Accident Doia ao i2013 Filed in automaticaly tL Deve Started 29 11 20 etter first reeament camie Canceppointments jp Terien L Episode List Tithes B e Select Episode e Click A C Info Select Credit Refund Type Check Amount Refunding Type in a comment Click Refund e Click OK D 5 PPMP procepurRE MANUAL Page 173 of 250 B Account details for Mickey Mouse paid Balance Printed Episode Practitioner Location 500 00 2 Unspecified 400 00 2 Sam 2413371A Rooms Treatments 2 Unspecified 29 11 2013 Credit balanced against Pa i 400 00 i i i i i 2 Unspecified e Go back to Account info screen and check information recorded correctly 19 4 Transferring deposit to another episode RTI Doposi 100 00 Till e Click Refund Total Deposits e This must be Refunded as Cash e In Comments record you are transferring to another Episode or Client e Click Refund e Click OK e You must then follow the Record a Deposit procedure to enter the amount into another Episode or on another client s files e Your Banking report will then show a negative amount and a posi
29. I Agree to continue You must accept the agreement to install HICAPS Connect V I Accept HICAPS Connect version 1 0 2 96 e Click the I Accept box e Click Next Install Location Choose the folder in which to install HICAPS Connect Setup will install HICAPS Connect in the following folder To install in a different folder click Browse and select another folder Click Install to start the installation r C Program Files x86 HICAP SConnect Space required 8 7MB HICAFS Connect wersion 1 0 2 96 e Click Install Page 39 of 250 HICAPS Connect Setup A reboot is required to finish the installation Do you wish to reboot now C Click Yes to reboot the computer and allow the installation to finish Once the reboot is complete restart PPMP A new Hicaps Connect screen will appear leave the default settings and just click save Hicaps will finish the setup and find the terminal As long as the terminal is connected to your computer NB If there is any issue at this stage with your computer and your Hicaps terminal connecting please contact Hicaps and advise them your computer and terminal wont connect to each other before turning Hicaps on in PPMP Hicaps Connect Service Setup B Tick the ports that have a terminal Network Settings T CONI Server Ip Address M x Default Terminal d Log Code Display Status Message Box V HICAPS Connect 1 0 2 96
30. Lists Setup Partner of Receipt Group Setup Practice Type Tite Setup i A i D Nn Presenting Problem Coding W ri p Internal Email System intog nmg SLISTRALIAN ALIS I RALAN i SMS Template Setup b _ppmp com PHYSIOTHERAPY ASSOCIATION TAC EDT Setup ga 1 Oh Cee Le e Goto SMS Template Setup PPMP PROCEDURE MANUAL SMS Appointment Reminders Appointment Reminder Follow Up Care Blank Template Running Late Account Overdue Appt reminder NEY CLINIC New Clinic Reminder SMS Test Template Click Add New Template emplate Setup r Appointment Reminder Follow Up Care Blank Template Running Late Account Overdue Appt reminder NEW CLINIC New Clinic Reminder SMS Test Template Click Add SMS Appointment Reminders Template Setup Appointment Reminder Pilates Season Greeting Seasons Greetings lt Client Firstname gt Our sincere thanks for your goodwill amp loya List Setup SMS Templates lt Add To Template Appointment Reminder Follow Up Care Blank Template Running Late Account Overdue Appt reminder NEW CLINIC New Clinic Reminder SMS Test Template Type in title for new SMS template Click save NB The table in the database is called SMSTemplates List Setup SMS Templates Title lt Day gt lt Date gt lt Time gt lt Practitioner gt lt Client Firstname gt lt Client Surname gt lt Day gt lt Date gt lt Time gt lt Prac
31. Location Rooms Payment Method EPC Medicare Provider Ho 214 661H Hicaps G General Practitioner Dee ee BE iL i aby View Hicaps Item Number List Service Type Code Tyro Service Type Code 5 Specialist Medicare Online Claim Type DYA Allied Health Claim Service Type J DYA Allied Address e Select your Medicare EFT Payment Method e Select Hicaps Provider Group Type e Select Service Type Code e Enter your provider number Save Provider No Details Click Save Provider Details You must do this for ALL staff members 2 6 HICAPS Fees amp charges setup for EPC From the Main Menu i ppap Item Humber Fees Lists e Goto Setup e Fees Charges Setup e Change Fees Charges Save Provider No Details Save Provider No Details To All Payment Methods Page 46 of 250 PPMP procepurRE MANUAL Page 47 of 250 Fa Fees Payment Methods Set up Entries list Payment Method ee EPC Medicare B EPC Consultation O O OZ O O O Up Treatment Location o Poons m Charge Type Treatments E se Print Current Fees Prnt All Fees Import Another Fees List ltem Code if any 23 Medicare Healthpoint Code 23 EPC Consultation Normal Fee 37 05 Other 1 0 00 Requires GST O Expected Rebate 0 00 Other 2 0 00 Discount 0 00 Other3 0 00 ls a Class Pack Item e Select the Medicare EPC Payment Method
32. On PPMP Main Screen PPMP Diary DataEntry Setup Accounts Batches Reports Labels Housework Services Help F1 Mark Inactive Clients as Complete Packs Check Unused List Check Episode Combine Two Client Records Into One Record e Go to Housework e Click on Combine Two Clients Records into One Record r Combine Two Client Records Transfer the Episodes and accounting from this fle Choose Source Client Record View The Chent Record To this file Choose Destination Client Record View The Client Record This window will transfer all of the episode sheets and their details accounting etc to the second file chosen e Click on Choose Source Client Record Choose a Client Name to Find OF the Required Client Ho Mouse 3 matches MoueMickey aaa O O ee Mouse Minnie _ Invoice Number e Select the file to transfer FROM EL Shai PPMP PROCEDURE MANUAL t Combine Two Client Records Transter the Episodes and accounting from this file Mouse Mickey Client No 36 Choose Source Client Record View The Client Record To this file Choose Destination Client Record View The Client Record This window will transter all of the episode sheets and their details accounting etc to the second file chozen Click Choose Destination Client Record Choose a Client Hame to Find OF the Required Client No Mouse 3 matches CES WW Clie
33. PPMP procenure MANUAL Page 216 of 250 Banking Use this report to balance what you have in your till against the receipts issued on the computer Each time you press the Do A New Banking button a new report is prepared showing the receipts since the last report was prepared Don t use the Do New Banking just to have a look because it automatically resets itself when it s used See the Preview button Also it is strongly recommended you print a copy and file it away after each run after it is balanced and this copy Re Display Last Report should be signed by the person doing the balancing Do a New Banking Report NB You should ONLY select on the Staff or Treatment Locations lists if you are trying to LIMIT the information on the reports Treatment Locations Staff List Rooms Preview Next Banking Hospitals Home Yisits Report syle Deposit Slip Printed Normal Report maa m Grouped x Pract Deposit Slip Design Deposit Slip Detailed Listing Old Reports Password e Click Preview next Banking to balance all money OR e Do anew Banking Report when you are going to the bank e Select Deposit Slip to view Cheque amp Cash Amounts to be banked NB If you have Alternate Banking Sites set you can select to do preview banking reports for each different site See image below m Banking Working On Banking For Site Location Site B xi Pressing Do A New Banking closes the banking of
34. TYRO Medicare EasyClaim amp staff setu Purchase Amount 101 00 Cashout 0 00 Total 101 00 APPROVED Print customer copy YES 1 NO 2 Processing transaction please wait Enter PIN Select account Swipe Insert Card Purchase 101 00 Purchase started Amount 101 00 Cashout 0 00 Complete the transaction on the Tyro terminal amp click yes to print a customer copy From the Main Menu Eppa Diary DataEnty Setup Accounts Batches Reports Labels Housework Services Help Lier Licence I Fees Charges Setup p Add Stok Enterprise nnn Go to Setup Staff l Staff List Minnie Daisy Mandy O Show all staff Staff Donald Duck Details Provider Nos Appointment Types 1st Available Tyro Payments Staff No 4 Currently employed Name Mickey Mouse Name to show on accounts Mickey Mouse Name to show on the diary Hickey Login Details Donald Show employed staff only certified software CON NECT Login Mickey Password User Security Level No Restrictions Charge Types Used optional For treatments For Other Charges Select the staff member Im Ic Iv Clear Charge Type a Selections Page 65 of 250 EL a PPMP PROCEDURE MANUAL e Click the Provider No tab Staff List Micke apse onald Show employed staff only Daisy O Show all staff Mandy Staff Donald Duck Add new Details
35. White e Print Options Screen will enable you to change the Printer you wish to print to a PPMP PROCEDURE MANUAL Page 171 of 250 e Description i GST Debit GSTCr Credit Unpaid Balance Printed Episode Practitioner Location PH 112019 Cah 500 00 500 00 2 Unspecified 112013 PIL Standard 2 Sem 24133714 Rooms Treatments F11 2019 Deposit 100 00 LU e Go back and display the account info screen deposit held has decreased as has Account Balance e Also note the Refund Total Deposit button if the account is not in balance this will not be available 19 3 Refund total deposits In the Client File Client 20500 Salutation eg e Phone work TT Diary Nema Mouse Mickey Home o Sumame Mousa Mobo FirstName iickey _ MiddlaName D O B fe Date Started lar i ee Pp feayenie Address Occupation Th o i rade Ld r Hadica Records Details Chan Rel Medicare Na a B r Medicare DVA use ONL YT Suburb Posicode Pensioner No rT Sotety Not rT Health Care Card No a Veteran Affairs No e Click Episodes tab PPMP PROCEDURE MANUAL Page 172 of 250 Episodes for Mickey Mouse e lt a Ga ee Est Edit ASC Info Attendance Notes Printout Episode Details Motes Alarms To
36. amp ACTIVATION wicssscomnsncnneesiesswenssensdislecaeimwvenbaneoesatedeusasihinesnleceaiadsassienngulentededseeternsdestebersastenneulesgudeeshstbensoaaadecsseebnenies 56 3 2 U NG TIRO WITH PR NIR S aae E E A A E EE E 61 3 3 PROCESS Cig A Repent E nn a ee eee ee E a nee 61 3 4 TYRO MEDICARE EASYCLAIM amp STAFF SETUP aississncussassncsiennssnisenausawanenssensioaswinenisensieeneeaassibisninmselans sensaayssamssinnsscauaivdcopsoewmeanesesdeeneuansnensenes 65 3 5 TY RO gt FEES amp CHARGES SETUP FOR EPC uanccnabcewsmsaredenteaasaasinniniwsdaddamadnnedemdanseauadandesawetGubienedaaaiauadaubunueiaderanadaabienamaiesseadonauneedaieniedttas 66 3 6 TYRO MEDICARE EPC EPISODE ceiien en ee ee ee N E 67 3 7 CLIENT SETUP CREATE A NEW CLIENT RECORD OR SETUP cccccccssceccescceccscecccasccccesececaucececsucceeceececaucececauececauececausesecsuccecaucececauteeeaaness 67 3 8 REFERRING DOCTORS SETUP nuerrisoninani nenn EREN EEEE AAEE AE EEEE EAA EAEE AAE 69 3 9 TYRO BULK BILLING CHARGING A CLIENT amp SUBMITTING A BULKBILL CLAIM TO MEDICARE sssscccccseccceceessecceseueeecesseeeeecseeeueeesessaunesss 70 3 10 TYRO FULLY PAID CHARGING A CLIENT amp SUBMITTING A FULLY PART OR UNPAID CLAIM TO MEDICARE sssccccesseecceeceseeceseeeeeeeseaeeeeeees 73 4 WORKCOVER QUEENSLAND VERSION 9 AND ABOVE OF PPMP cssccsccsscssscescesccssceccesccssceccesccssceccescesscescescsscescescessesccecss 77 4 1 STEP 1 REGISTER WITH QUEENSLAND WORK
37. az Delault Default Column Width 74 Characters Load the Normal Diary when the proqeam starts C Load the Practtione Diary when the program starts Start the diary full screen z Hide the Dage Of Week button af the bottom of the diary Special Diary Caption e Add Additional Columns or Rows e Click on Diary Times Tab Appointment diary settings Diary Layout and Basic Settings Diary Colours Diary Times Times List Showing Basic Times e The Basic Times column relate to the times on the left hand side of your diary e You can adjust the times by inserting or deleting times Page 241 of 250 23 PPMP PROCEDURE MANUAL Appaintment diary settings Diary Layout and Basic Settings Diary Colours Diary Times Times List Showing Basic Times w e Highlight a group and Delete Le Appointment diary settings Diary Lagout and Basic Settings Diar Colours Diary Times e Or highlight individual times and Delete e Or over ride with new times Appmnntment diary settings Diary Lapout and Basic Settings Diary Colours Diary Times Times List Showing Apprintment diary settinas Diary Layout and Basic Settings Diary Colours Diary Times Times List Showing Alt Times 1 w 00 15 30 45 00 e Add the times you want 10 mins 15 mins etc e Click Exit when you have finished inserting deleting times PMD Tike tines lest has changed Save the changes e
38. e Add or edit the Fees NB Make sure the appropriate item code is entered into the Medicare Healthpoint Code field 2 HICAPS Medicare EPC Episode 2 8 Client setup create a new client record or setu From the Diary ery PPMP Diary Records Find Options Refresh Print Classes ToDoLists Waiting L Client Records F3 F3 Day gt Week gt Find Appointments Ctl A Ctri A Test e Goto Records e Client Records a PPMP PROCEDURE MANUAL Choose a Clhent Mource Mickey Seleced Chart Addiers 1 Burgundy Stree eet Herek Wie S000 Client Number invoice Number Ci Chart Humber I Fist Name Lost Hama Addrescen Phone Numbers Email Addes C Postcode Date of Birth a e Search for the client name or add a new client amp Client Details Exit Edit A C Info Episodes Letters Email eNotes Attendance Notes Printouts Basic Details Packs Appointments Main Details More Details Notes Empty More Addresses SMS History Title Mr ml Gender Male Salutati Dea Mr Bishop Diary Name Bishop Gomer Surname Bishop First Name Gomer MiddleN ame Complete PO Box 102 Address Ivanhoe Melb IC 3079 Email info ppmp com au Comments etc x Client 22 Phone Work Home Mobile 0402485786 Fax D O B 22 11 1971 Date Started 05 02 2015 Occupation Why They Chose Us Medical Records Details Chart Ref Medicare No 4950159871 Medicare DYA use O
39. e Click OK Send Email Send Message Recipient List 3 List Of Recipient Emails inio Hima cor ai info ppmp com au e Click Recipients to see a list of all clients with email address delete option available e Click back on Send Message PPMP procepurRE MANUAL Page 185 of 250 a Send Email Send Massage RecipientList 2 kestaga Subject Special Pierre seo tached document ioe tis months clinic specials Attach file CADesktop Digtal Pen pa Progress EMail Setinge From Marre Practice Name Fromm Email prectcenameGisensce priden coma Reply To Email procicenameBserace preader com a PETA e Fill in the Message Subject and a short description e Attach file if required e Click Send message e Once all messages have been sent e Click Exit PPMP PROCEDURE MANUAL 22 Flag 1 amp 2 setup Go to Client Details PPMP Diary Actions Records Find Options Exit A C Info Episodes Letters Email eNotes Atten Main Details More Details Notes Empty More e More details Cancelled Appointments 0 e Tick News Letter Flag 1 amp Client Details Exil A C Info Episodes Letters Email eNotes Attendance Notes Printouts Basic Details Packs App Main Details More Details Notes Empty More Addresses SMS History Family Group User Classifications Sev Change Family at Hobbies Sports inerests User List2 This record
40. gt Month gt Today Calendar Simpson Homer e Select the Client on the Diary e Click Actions e Select Treatment charge Item Code Healthoomett Descnption 10 02 2015 10006 Start Time 24hr Duration a Initial Consultation Standard Consultation Page 82 of 250 Standard Conzultation 8 00AM Special Appointment Ctri S Has Arrved Ctrl H Fee Normal Fee GST Total 71 00 71 00 0 00 71 00 Add GST Reverse GST status S keep same total charge Patient episode involved Back Donald Fee scale Vet Affairs Wokreover Noml o e Select the correct charge e Ensure all fields are correct e Click Accept Start a New Episode PPMP PROCEDURE MANUAL 4 7 Submitting a claim On the Main Screen of PPMP El fup Accounts E ch s Reports Labels Housework Services Help Transmit TAC EDI Accounts Version 9 0 0 e Goto Accounts e Transmit QLD WorkCover Accounts e Select all Payment Methods and Treatment Locations with WorkCover charges e Click Continue Page 83 of 250 PPMP procepuRE MANUAL Page 84 of 250 E QLD WorkCover List Create Settings Client List Print The List Chentt pagi i A C Bal Include in Batch 4 Simpson Homer 60 00 Yes Little Chicken 60 00 Yes Deselect All To view a client s record click on their Name To remove an item from the batch change the Yes to a No by clicking
41. has changed Save the changes Cancel don t exit e Click Exit amp Yes to Save the Changes On the Main Screen of PPMP Diary Data Enty Setup Accounts Batches Reports Labels Housework Services Help F1 Design labels Print labels e Print Labels Page 186 of 250 PPMP procepurE MANUAL Page 187 of 250 QUERY PATIENT FILE Fiag1 True Client No gt 0 and Client Noj lt 67 DOB gt mm dd yy and DOB mm dd yyF Flag1 True and Client No gt 0 and Client No 6 Post Code Between 4000 and 4010 Post Code 4011 t List use query e Select Flag 1 True lt List use query e Click List use query a There are 2 patients listed Name 18 Mouse Mickey GF White Snow e List displays Exit Print labels Print Merge Letters send EMail Send SMS Message Build Ca e You can then print labels email or sms QUERY PATIENT FILE Flag2 1 Flagil Twe lt List use query e If using Flag 2 change Flag1 to Flag2 1 for true meaning you want a list of clients who have flag 2 ticked There are 1 patients listed x No Name MII Mouse Mickey M et Print labels Print Merge Letters Send SMS Message Build CSV e Clients listed have Flag 2 ticked a client can have both Flag 1 amp 2 ticked NB If you are after a list of clients that do not have Flag 2 ticked change Fla
42. i Dey gt Week gt Month John 1 9 00am Sl Appointment F6 10 00arr Treatment Charge F7 10 15an Johhanna Tim T Note In Diary Ctl h e Treatment Charge the client ona x Client Name Tim Johhanna A C No 20905 Date hem Code Medicare item Description Nem Number Eee Normal Fee GST j 29711 2013 PH20 Std Consultation a 55 00 55 00 0 00 55 00 Start Time 24hr Duration hhimm Add GST Reverse GST status keep same total charge Standard Entries Initial Consultation Click For Medicare Benefit Schedule S Std Consultation Extended Consultation Travel Cancel Accept Pay Additonal Charge Accept More Payment ClientNo 5 Episode L Hand Name Amadololis Aristotle Date Description Amouni paid _ Paying Practitioner _Claimid Batch 08 06 2015 Standard Consutation i 90 00 Daisy 2670872015 test for Karen aisy 0170972015 Standard Consultation 98 50 t Enty by Totals 288 50 188 50 l Print Account Paying All Medicare DVA Claim e Double Click in Paying Field Page 25 of 250 d PPMP PROCEDURE MANUAL e Click Medicare DVA Claim DateCreated Claim PayeeProvider Submission Date Processed Date P 29 Nov 2013 ADOS6 2413101A DVA Allied Health e Under Claims Click Add Vouchers Claim Vouchert Patent Nome e Under Vouchers Click Add re amp Medicare Online DVA DVA Claims DVA Claim Details Med
43. if they haven t been printed previously e All charges after that date will be itemised even if they have already been printed on an account Don t include charges dated after this date Za e Ignore charges added after a specified date Any charges added on or after this date are ignored Don t print the i palance BEwd Choose whether or not to Print the Balance Bought Forward e Click Continue 6 3 Account print run stage 2 When Stage One is complete and you press the Continue button the program will scan your patient files and select the patients that meet the requirements you specified in Stage One A list is displayed on screen You can then proceed to do the following m Account Prnt Run Name Ep sd LastA C A C Bal Print 1 Crompton Karen 250 00 Yes 3550 Mouse Minnie 250 00 No 3552 Duck Donald 100 00 Ves e Look through the list and cancel particular accounts e Do this by changing the print status see the right hand column from Yes to No e You can also view a Client s record by clicking on their number You can print the listing as shown e Press the Print list only button Ei Ss ET PPMP procepurE MANUAL Page 104 of 250 You can finish without printing the accounts Press the Exit button 6 4 Delay settings At the bottom of the screen you will see Wait seconds after every account Wait 5 seconds after every 1 account this facility
44. including Medicare Item No Check the Episode Payment Method amp Practitioner If the client details have been setup correctly all information will be pre filled Press Accept and Pay PPMP procepuRE MANUAL Page 71 of 250 m Payment Client No 22 Episode EPC Name Bishop Gomer EPC Description Unpaid Paying Practitioner DYA Claimld s 1870272015 EPC Consultation 37 05 37 05 Donald Discount Entry by Totals 37 05 37 05 Tyro Tyro Healthpoint Tyro EasyClaim Tyro Healthpoint Medicare DYA Claim Tyro EFTEOS e Double click in the Paying field e Press the Tyro EasyClaim Button F Medicare Claim Payment amount of 37 05 Claim Type FulyPsid ooo Fully Faid Referral Override Code fist a HpaI Referral Period Code Kiso Item Override Code Amount EPC Consultation po 37 05 Claim Pay Patient Contribution EFTPOS e Select the appropriate Claim Type Referral Period amp Referral Overrite from the drop down list i e Bulk Bill Pay Patient Contribution EFTPOS e Click Claim it 33 PPMP procepuRE MANUAL Page 72 of 250 Medicare Easyclaim Do you accept the claim for 37 05 Processing claim please wait Medicare Easyclaim request started Medicare Easyclaim CLAIM SUBMITTED Print practitioner copy YES 7 NO 2 Do you assign your right to benefit Answer accepted Do you accept the claim for 37 05 Processing claim
45. m Comments etc Client 3 Phone Work 19856 3254 Home 21 45 8541 Mobile 954123685414 Fax D 0 B 2670971997 Date Started 1 8 07 2013 Occupation troublemaker Why They fi t Availabl Chose Us tah Medical Records Details Chart Ref Medicare No Help r Medicare DYA use ONLY Suburb Postcode Pensioner No P Safety Net OoOo O Private Health Card No Help Veteran Affairs No Ce Medicare Verification Patient Verification Date aan Veteran Verification Date Open your client file Go to Episodes tab Started fi g 0772013 Filed in automatically after first treatment niments Doo Episode List Titles Hew Episode Delete Selected Select the Correct Episode from the list Page 219 of 250 PP MP PROCEDURE MANUAL B Client Details JES Exit Edit A C Info Letters Email eNotes Attendance Notes Printouts Basic Details Packs Appointments Exit A C Info Attendance Notes Printout Document Scan List http files ppmp_com au video Documents htm Document DateSaved Type Rename Delete New Document New Scan Filter Documents C Scans All Due to a number of compatibility issues with different scanners amp windows divers the NEW Scan function will be removed in the future update please use your device manufacturer scanning software to create the scan amp attach the file Veteran Yerfication Date e Click Do
46. main screen PPMP PPMP Karen s Main Menu Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help aca eee HCAPS s piet rm CONNECT CAUTION TESTI s lpr aketa computer KAREN PC conne gt DEFAULT e Click Reports e Mailout Report requirements settings Episode Details Criteria Billing History Critenea Client Details Selection Criteria User Client Classification al Why They Chose Us Includes Client Started Date Between a l Staring Date folyoya Build The List Ending Date 20 12 2013 Today This month Yesterday Last month Extra SOL Query Condition Ignore Gender After building the list you can print labels immediately or create a merge file Stopping e Select the Start Date Range teport requirements settinas Chent Details Selection Criteria User Client Classification Episode Details Criteria Billing History Criteria Payment Methods New0111 a Epsiode Start Date Between UNINSURED Workcover Selt Insurec noo i Private Hith Insur Staring date 91 01 1980 Build The List reamed i Workcover Ending date 20 12 2013 Today This month Treatment Locations Rooms Treatments Yesterday Last month Hydro Visits l Gym Visits Worksite Visits Usual Therapist Home Visits p Unspecified a lo All Stafi Reports Minnie D Gil Zimmerm Not Em Currently Episode Title FIONA BUD Not Em Employed Episodel An 3371A 2 Only Episode Episode3 Epi
47. of 250 10 Attendance notes template setup charts viewing editin Click HERE to watch video 10 1 Template setup From the Main Menu of PPMP ES PPMP Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help User Licence gt Fees Charges Setup HEAPS O Add Stock Account and Receipt Printing Setup certified software CON NECT R Addresses Enterprig str Version 9 3 0 Computer Resource Usage User ppmp on con ee Security Client Record Lists Setup Receipt Group Setup Practice Type Title Setup Presenting Problem Coding Internal Email System Physiothes SS Template Setup TAC EDI Setup Medicare Online Claims Setup desk is open Mon Fri from 8 30am to 4 30pm AEST Letters and Phrases gt Melbourne Time 3 08 PM an a eHealth Documents Template Description Setup ocal Profile DEFAULT e Select Setup e Select Attendance notes e Select Template Title Setup 23 PPMP PROCEDURE MANUAL F List Setup Attendance Note Titles Initial Standard Pilates Gym NB The table in the database is called AttendanceNotePhraseLst e List Setup screen appears e Click Add for a new title List Setup Attendance Note Titles Title Save Cancel e Type the new title list name and click save Page 123 of 250 pa S PPMP PROCEDURE MANUAL List Setup Attendance Note Titles Initial Standard Pilates Gym NB The table in the da
48. printed at the bottom of the form if any Current Melbourne Time 1 07 PM e Click Work on the Layout Page Setup 100 A amp Li Include PN 10 2 30 40 50 i j k A A Table of Contentg and Index Layers Filter Sum Variables User Variables logojpg gt Options 40 Plo Plo Drawing Text To Send A C to Sead A C to 60 ji pog it 70 Patients Name f C Description ag e The design will open select Project then Page Setup PPMP aE a 33 Select Paper size Select Orientation and other setting for your printer can all be selected in here cue Layout Regions Bj Standard Layout O O O OOOO O PROCEDURE MANUAL 4 Printer Settings Printer Name HP Universal Printing P ES A4 210 00mm 297 Orientation Landscape Duplex No Force Paper Size Yes Number of Copies 1 Paper Bin Size Adjustment Keep Scale Sort Copies Use Printer Setting Use Physical Page Yes Paper Size Paper size important for Force Paper Format Paper sizes in brackets are not available for the currently selected printer 4 Printer Settings sal Printing PCL 6 3 al Paper Size nagl Orientation teh Duplex afnisung Universal Print Driver Force Paper Size PrimoPDF NumberaieCopies Microsoft XPS Document Writer Dapfer Bin HP Uni
49. same day C Service part of a multiple procedure Mandatory Field e White Card Holder should be ticked Page 26 of 250 Submit Claim to Medicare Retrieve Process Payment Reports View Client Voucher Report View Claim Payment Report e Accepted Disability Description should be inserted this information will be taken from Episode screen gt Presenting Problem e Tick Include Referral Request Details EL 355 PPMP PROCEDURE MANUAL Voucher Details Voucher Id Patient First Name Patient Family Hame Patient Date OF Birth dd rannyyyyl Patient Address Locality Patient Address Postcode Veteran File Practitioner Servicing Provider Accepted Disability Description Requesting Provider Request lssue Date ddi mmy Request Override Type Referral lssue Date ddr mm ypy Reteral Override Type Reterral Period Referral Period Type Referral Provider 1 Aristotle Amadalalis Gender Melbourne 3000 oregana Service rendered in hospital White Card holder Back Include Referal Request Details d m 2 05 2015 e 04 123456M Tick Referral Issue Date Referral Period should be inserted this information will be taken from Episode screen Referral Period should be inserted this information will be taken from Episode screen Page 27 of 250 Referral Provider Number should be inserted this information wi
50. t_ PayeeProvidertt 14 Dec 2012 A0354 2413101A Payment Report From View Client Voucher Retrieve Process Payment Vouchers Reports Claim Vouchertt Patient Name Veterantt A0354 1 Daphne Desmond TX900408 View Claim Process Report Services Claim Youchertt Service ServiceDate Item Trans aes A0354 1 1 23 09 2012 35 311438 View Claim Payment eport Delete e We have recorded 1 Claim contains 1 service 1 voucher Submit Claim to Medicare e Click Submit to Medicare Are you sure you wish to submit this claim to Medicare Online a e Click Yes you will receive notification that it has been sent NB Please note PPMP allows you to create a claim with multiple vouchers and multiple services within each voucher However we HIGHLY RECOMMEND one voucher per claim for auditing and maintenance purposes EL E 345 PP MP PROCEDURE MANUAL 1 4 Record white card holders On Client Details Screen Veteran Affairs No sx900658 e Insert Veteran Affairs No El Client Details Exit Edit A C Info Episodes Letters Email Main Details More Details Notes Empty e Click More details White Card Holder we e Tick White Card Holder e Exit amp Save Changes kas Karen s Acon Records Find Qptions Refresh Print Classes ToDo Lists Waiting Lists SMS Month Week
51. thal some required info is there if i isni it adds i De this once every manih or two before running the siata raport e Select items you want to show on report e Click OK Me Please select on the Charge Types bst those Charge Types that are to be counted as treatments e Click OK a d Se PPAAP PROCEDURE MANUAL Page 218 of 250 29 Scanning and attatching documents to client files Click HERE to watch video Va Client ke et AC fede Bees Lenee chee Aad Mose Pps Mote eaaa Bike Secu Peck Man Derds Me a Diets 7 TP gk i i reer e Open Client Details e Click Episodes e Click Documents If you receive new patient forms and other documentation regarding your clients and you would like to save them in your clients file On your computer e Make a folder on your Desktop or My Documents Name Date modified Type E New patient form 1 5 2015 04 06 2015 1 56 PM Microsoft Powe e Scan and save the original to that folder giving it a specific name ta ai 4 PPAAP PROCEDURE MANUAL Client Details Exit Edit A C Info Letters Email eNotes Attendance Notes Printouts Basic Details Packs Appointments Main Details More Details Notes Empty More Addresses SMS History Title CE Gender Male Salutation Dear Bart Diary Name Simpson Bart Surname Simpson First Name Bat s MiddleN ame Complete 742 Evergreen Terrace r Address Springfield Melbourne IC 3000 vr
52. the past year We wish you a prosperous and happy new year Send SMS Delayed Send Of Reminders Remove Reminder Page 235 of 250 e Make sure ALL mobile numbers are in the correct format it makes no difference if you have 61 at the beginning or if you have spaces 0400 000 000 SendSMS Reminders Now e Once you have checked the mobile numbers and you have selected the correct template Click Send A SMS messages have been sent e You will receive the above message when SMS s have been sent RI i 345 PPMP PROCEDURE MANUAL 32 Staff setup additional information Click HERE to watch video On the main PPMP Screen e Click Setup Addresses Staff Computer resource usage e Click on Staff we have already setup most of this in the wizard setup Page 236 of 250 e Click Save e Click Exit 32 1 Setting staff names on columns done in that column Account details for Mickey Mouse Episode test Unpaid Total 630 00 Client 20800 Deposit 0 00 No Date Description Ref GST Debit GST Cr Credit Unpaid Balance Printed Episode Practitioner Location 27 04 2012 500 Initial Consultation JM 1 115 00 04 05 2012 class class 1 200 00 04 05 2012 class class 1 200 00 500 Initial Consultation 1 115 00 115 00 630 00 1 Dr Brenda_ Rooms At the top of each column the name of the practitioners using that column should appear Th
53. 0 784 908 Contacts 1300 784 908 1300 784 906 0402 845 786 Mobile info ppmp com au EMail Notes Practice Managment e Click Save e Continue this way to build your address lists Page 14 of 250 a PPMP procepurRE MANUAL Page 15 of 250 m Addresses Management Practice Name PPMP Address Po Box 102 Ivanhoe Melbourne IC 3079 e When lists are complete click on Reports Header Tab e Enter in your Pracatice Details e Click Save amp Exit e Click Next Task 5 Quick Start Wizard Task List This concludes a Basic setup Staff On the Setup menu there are more ll of these setup tasks and options for the tasks covered here and Diary Practitioners others can be accessed other setup options not covered by the from Setup on the main Quick Start Wizard Diary Times Listing menu of the program You will wantto use these to fine tune Fees amp Charge your setup for example if relevant adding Provider Numbers to your staff list Address amp Practice Info Please call if you need help at any oom Most ga stage Close Wizard Task e This concludes the Basic Setup e Close Wizard RI ie 345 PPMP procepurRE MANUAL Page 16 of 250 Section 2 Additional services 1 DVA Procedure Before we start Ez Ponp Osy Dais Enry Setup Accounts Beides Reports Label Honeek See Hep Uir L k a oO aaen idd Siok here Number Fers Lets Ascani and Recspt Pring Setup erp Cu
54. 1 43 File folder J Mandys 03 06 2015 11 44 File folder Libraries J Skins 3 06 2015 11 43 File folder Documents J System Files 03 06 2015 11 43 File folder a Music J Tools 03 06 2015 11 44 File folder E Pictures J Updatev7 5 100 03 06 2015 11 43 File folder oe E Videos A banner 05 05 2009 1 53PM BMP File yu Ppmp 30 01 2006 2 20PM _ Icon jM Computer amp Local Disk C DVD RW Drive D G2 Mandy servert G public serverd drop server01 File name v All Picture Formats z E Embed image in project fie NB PPMP recommends you save your log file into the following path on your server computer C Program Files x86 PPMP Data Referenc ju Open G Ji gt Computer Local Disk C Program Files x86 PPMPV94 Data gt Referenc Organize New folder ge Favorites Name Date modified Type Ml Desktop ppmp 30 01 2006 2 20 PM_ Icon amp Downloads Item tvoe Icon e Select your file e Click Open e Your layout should not show something similar to this Et jag PPMP procenure MANUAL Page 96 of 250 E lt ppmplica gt To add or edit your own information Add Text e To draw a text box Click on the A button on the left hand side e Put your cursor on the layout e Hold down the left mouse button and drag across and down until you have a blue box RI 345 PPMP procepurRE MANUAL Page 97 of 2
55. 149 of 250 sx pa 3s PPMP procepuRE MANUAL Page 150 of 250 Episode All Episodes Unpaid Total 300 00 Net A C Bal 300 00 Deposit Held 0 00 Client 14 GST Bal 0 00 Date Description Ref GST Debit GST Cr Credit Unpaid Balance Printed Episode Practitioner Location Claim E 06 02 2015 5001 Standard Consutati_ 1 201 00 201 00 1 Donald Rooms g 17 02 2015 5001 Standard Consutati 1 201 00 402 00 1 Donald Rooms 17 02 2015 TYRO Healthpoint 100 57 100 00 302 00 1 Unspecified 17 02 2015 TYRO EFT 101 00 58 101 00 201 00 1 Unspecified 17 02 2015 TYRO Healthpoint 100 59 100 00 101 00 1 Unspecified 17 02 2015 TYRO EFT 101 00 60 101 00 0 00 1 Unspecified 1770272015 5001 Standard Consutati 1 201 00 1 Donald Rooms 17 02 2015 Chq 201 00 61 201 00 0 00 1 Unspecified 05 03 2015 Class Pack 10 5 200 00 2 Donald Rooms 05 03 2015 Cancelled Rebooked 0 Cnil 200 00 1 Donald Duck Rooms 05 03 2015 Cash 200 00 88 200 00 0 00 2 Unspecified 0570372015 Pilates Class 560 5 0 00 2 Donald Rooms 05 03 2015 GYM Class 10 Pack 6 7 300 00 2 Y Renoux Rooms 05 03 2015 Cancelled Cash 300 00 90 300 00 2 Unspecified 05 03 2015 Receipt 90 Cancelled 300 00 2 Unspecified 05 03 2015 Cancelled Cash 300 00 90 300 00 3 Unspecified 05 03 2015 Receipt 90 Cancelled 300 00 3 Unspecified 05 03 2015 Cash 300 00 90 300 00 0 00 2 Unspecified GYM Class 10 Pack 6 8 300 00 300 00 300 00
56. 2015 Pilates Class 560 20 00 0 00 05 03 2015 Pilates Class 560 20 00 0 00 05 03 2015 Pilates Class 560 20 00 0 00 05 03 2015 Pilates Class 560 20 00 0 00 05 03 2015 Pilates Class 560 20 00 0 00 05 03 2015 Pilates Class 560 20 00 0 00 05 03 2015 Pilates Class 560 20 00 0 00 Type of charge Treatment location Practitioner Patient episode involved E CT Donald iv Pilates Hospital Home Visits View Client Record Payment Method Used e A pack item from the clients file will be automatically entered into the charge window the oldest on file will be selected e Click Accept oy PPMP procepuRE MANUAL Page 148 of 250 Do you want to print a receipt e Click Yes If you do not print the receipt now you will not be able to print later 14 6 Using a different pack item e tis possible for a client to have more than 1 class pack at any given time Print Packs All unused class items 1A042012 Class Pack 10 x 1704201 Class Pack 10 e If you want to use a particular unused pack item scroll down the Pack Item list and click on the particular item you want and click Accept e You might need to do this where you have sold multiple packs such as normal Class and Gym class The system might pre load a normal class item when you want a Gym class item This would indicate that the appointment was made selecting the wrong episode 14 7 Viewing client usage amp status mdance Notes Printouts Basic Det
57. 250 PPMP procepurE MANUAL Page 108 of 250 w SMS Appointment Reminders e Click Add New Template u SMS Appointment Reminders Template Setup NB The table in the database is called SMSTemplates e Click Add PPMP procepurRE MANUAL Page 109 of 250 w SMS Appointment Reminders e Type in title for new SMS template e g Account or Overdue account e Click save a SMS Appointment Reminders Hi lt Client Firstname gt A friendly reminder your account for the amount of lt Ov N contact PPMP to make payment on 1300 784 908 lt Add To Template Type body of SMS here e Select the template in the list you want to setup and type in the information you require NB The Approximate message size will also be displayed and how many messages you will be charged for see examples below PPMP PROCEDURE MANUAL w SMS Appointment Reminders Hi lt Client Firstname gt A friendly reminder your account for the amount of lt Ove contact PPMP to make payment on 1300 784 908 e Click save template 6 12 SMS account run Click HERE to watch video On the Main Menu PPMP SH PPMP Diary DataEntry Setup Accounts Batches Reports Labels Housew Print Accounts Transmit TAC EDI Accounts Transmit Medicare DVA Claims Transmit QLD WorkCover Accounts CA E TAA a Amr inte Y gt Uvergue wN Af pre ee hi a DE wD pete ate ten eat T a es EGR SED an Enterprise Versrorr e Select Accounts e Select S
58. 3 buttons on the right hand side e lf you are going to delay the sending of the SMS messages you will have a new menu open up E E m a PPMP procenure MANUAL Page 231 of 250 Schedule Message Delivery 22 06 2013 2 56 PM S Day To Send Message s Cancel lt June 2013 l 3 4 5 10 11 12 13 14 15 17 18 19 20 ZD 2 24 25 26 27 28 29 30 Z5 Today 21 06 2013 Select date and time you wish to send the SMS messages e Select the date and time from here you wish the SMS messages to be sent e Click OK when happy with your selection 31 3 Sending bulk SMS messages to multiple clients Click HERE to watch video You have the ability within PPMP to send bulk or group messages via sms at one time For example you may like to send out a holiday specific message to all of your clients Remember the size of the template will depend on how many sms message are sent Anything over 160 characters will be charged and sent as 2 sms messages Please check with us if you are sending over 1000 sms messages in a day as limits may apply 31 4 Design SMS templates and sending of SMS First design the template to be used On the Main Menu PPMP Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help Fl User Licence Fees Charges Setup Add Stock Account and Receipt Printing Setup 7 Addresses Enterprig ssr Connected to PMPO Computer Resource Usage Diary Layout and Colour Passwords Client Record
59. 50 TAX INVOICE ABN e Release the mouse and the following box will appear aot Edit Text Data and Functions Condition Text Date Format Number Format Operators x Functions H B Variables H E Project variables H Numerical functions G Mathematical functions H D Date functions ce String functions H Misc functions H Aggregate functions H Barcode functions ar a ae sus Edit Text Data and Functions Condition Text DateFormat NumberFormat Operators Type information here Linefeed Tab Properties Edit free text Insert e Click on the Text Tab and type your information into the top box e Click Insert when you have all the information typed e Click OK a PPMP PROCEDURE MANUAL Amend Text TAX INVOICE k d ABN nvoice No Reference_No Client_Name 7 Fee GST Balance Billed Fee GST_U Fee_Bal FAC No Clent_s_A_C_NdGST Totalfhpaid Tot Tota C Tota _Detais1 Rx_Phys_Detsis2 Double click on the box you wish to edit Page 98 of 250 PPMP procepurE MANUAL Page 99 of 250 TAX INVOICE E Appearance eee Font Arial 10 0 pt Format None 4 Layout Alignment Centered Appearance Condition Always Show Blank Optimization Yes Inerasable No Justified No Line Spacing 0 0pt Line Wrap Truncate Paragraph Spacing 0 0pt Appearance BOccThy Postgrad dip Hand amp UL Rehab MAAHTA MAAOT e D
60. 90 00 0 00 90 00 180 00 290 50 380 50 380 50 380 50 490 50 Hide Adjustments View Reprint Cancel Entry A C History Print Credit View Entry in Detail Print Payment Summary Attendance History Print A C 26 09 2013 26 09 2013 26 09 2013 2670972013 2670972013 2670972013 h b b b b u u o o ee Daisy Unspecified Daisy Daisy Daisy Donald Daisy Donald Unspecified Daisy Activity Summary All YTD MTD Rooms Rooms Rooms Rooms Rooms Rooms Rooms Rooms Rooms DELETE AN ACCOUNT ENTRY Q Are you SURE you want to CANCEL this entry e Click Yes if you are sure you want to cancel this entry No of Rx s Page 137 of 250 ares PPMP procepuRE MANUAL Page 138 of 250 Date _ Descnpton Ref GST Debit 1870772013 PY500 Initial Consultation 1 1870772013 EFT 144 00 Medi Fund 1 1970772013 505 Standard Consutation 1 2270772013 505 Standard Consutation 1 247 0772013 505 Standard Consutation 1 1 1 1 0270872013 500 Initial Consultation 0670972013 505 Standard Consutation 2670972013 500 CANCELLED Initial 2670972013 Account printed No 5 ACT 2770972013 500 CANCELLED Imitial 1 e The cancelled entry with now appear in the list NB Charges and Appointments cannot be removed from the diary due to auditing security purposes this will not affect reports statistics etc 13 2 Receipting a payme
61. 97 Date Started 18 07 2013 Occupation troublemaker Why They Chose Us Medical Records Details Chart Ref Medicare No Title Master v Salutation Dear Bart Diary Name Simpson Bart Surname 742 Evergreen Terrace Springfield Melbourne VIC 3000 Complete Address 1st Available Comments etc Medicare DYA use ONLY Suburb Postcode Pensioner No Safety Net Health Care Card No Veteran Affairs No Medicare Verification EEE Select A C Info The list of Charges billed will appear Z Account details for Bart Simpson Client 3 No Deposit Held 0 00 Select the Client on the Diary and double click to open the file Select the incorrect charge and click the Cancel Entry button Net A C Bal 490 50 GST Bal 0 00 Date Description Ref GST Debit GST Cr Credit Unpaid Balance Printed Episode Practitioner Location DYA Claim 18 07 2013 18 07 2013 19 07 2013 22 07 2013 2470772013 0270872013 0670972013 2670972013 2670972013 27 09 2013 PY500 Initial Consultation EFT 144 00 Med l Fund 505 Standard Consutation 505 Standard Consutation 505 Standard Consutation 500 Initial Consultation 505 Standard Consutation 500 CANCELLED Initial Account printed No 5 500 Initial Consultation 1 1 1 1 1 1 1 1 ACT 1 110 00 90 00 90 00 90 00 110 50 90 00 200 00 110 00
62. A PC connected to Partner of Discharge Summary L Outstanding Invoices i AUSTRALIAN N cee PHYSIOTHERAPY Physiotherapy dais ASSOCIATION Appointment Cancellations To do Lists 6 30am to 4 30pm AEST Journal Entries Reports e Goto the reports screen and select the MailOut option a PPMP PROCEDURE MANUAL r Report requirements settings Client Details Selection Criteria User Client Classification Episode Details Criteria Billing History Criteria In The Date Range From 01 01 1980 To 96 12 2013 Amount Billed gt oa O lt Build The List Has been billed for Item Codes 1 Tape This Amount LEGAL Legal report 100 00 REP solic rep Add Up All Charges O Just Selected Item Codes NB An amount of 0 00 means this test is not performed From These Charge Types Treatments stock reports Select the required Filters Tab Fields Click Build List MH 10 Clients had a mobile number i They have had Yes changed to No on the list This list is now being sent to the email window for you to write the email to send to each of them You will receive a message telling you how many clients had mobile numbers Page 234 of 250 Please check with us if you are sending over 1000 sms messages in a day as limits may apply Name 5 Amadololis Aristotle t Print labels Create Merge File Print Meroe I eters 10 Elephant
63. AL e Look through the list and cancel particular accounts e Do this by changing the print status see the right hand column from Yes to No e You can also view a Client s record by clicking on their number You can print the listing as shown Print list only e Press the Print list only button e Press the Email accounts button to email the accounts Are you sure you wish to print email the selected accounts Email Accounts e Click Yes to send the Accounts via email 6 11 SMS overdue accounts Click HERE to watch video NB You will need to set up an Account or Overdue account SMS template first To do this on the Main Menu PPMP ey PPMP Diary DataEntry Setup Accounts Batches Reports Labels Housework Services Help User Licence gt saroso HICAPS O Add Stock Account and Receipt Printing Setup certified software CON NECT J Addresses Enterpris s Version 9 0 0 Computer Resource Usage User ppmp on con Fier spss dered Cali LOCAL Profile DEFAULT Security gt Chent Record Lists Setup gt Receipt Group Setup gt one 1300 784 908 Practice Type Title Setup le 1300 784 906 Presenting Problem Coding info ppmp com au P Internal Email System Physiothen_SStewsesus TAC EDI Setup Medicare Online Claims Setup desk is open Mon Fri from 8 30am to 4 30pm AEST Letters and Phrases gt Melbourne Time 12 36 PM e Goto SMS Template Setup Page 107 of
64. Background _ Treatment Charged _ EEE New Patient Appointment ile Patient New Problem fo Reserved E a a Special Appointment Colours displayed are the colours currently selected To change a colour click on the corresponding button e g click on Treatment Charge A colour chart will appear ao w zj 3 a zi z T E E El EO ENTEU EO SERED EE HEHE Define Custom Colors gt gt Cancel Select a color e g blue Click OK Click Refresh Diary amp Exit Your Appointments Reserves and Notes all appear with your chosen colour Page 175 of 250 m ia 4 PPAAP PROCEDURE MANUAL Page 176 of 250 21 Emails 21 1 Exporting client email addresses From the Main Menu of PPMP EJ PPMP Diary DataEntry Setup Accounts Batches Reports Labels Housework Services Help Account Balance Reports gt Activity Reports Payments Reports Banking Report GST Payment Reports Enterprise Version i sttsic Version 9 3 0 Alphabetical Client List User ppmp on computer LISA PC connected to Recalls Appointment Reports Provider Reports gt New Clients X Why They Chose Us gt Episodes Client No Order gt Episodes Client Name Order Referred To gt Episodes Referred By Order Stock Sales gt Episodes First Presenting Problem Order L Episodes Episode Title Order b R Journal Entries Reports KPI Reports Current Clients Episode List Physiotherapy Disc
65. COVER c sscessscovnscvsnscescscvscevsscensscveacavsucesnucoraseveascnsasevsaepesesescenacavsucessecerascesascnsacconas 77 4 2 STEP 2 ENTER REGISTRATION DETAILS INTO PPMP uu ccecccecccseccecccecccceseuuceusceeeseeuseuseeueseeuseeuceuseseecseuueeuseeeeeseuueeusesseuseueseuseeueesens 77 4 3 STEP 3 PRACTICE REGISTRATION DETAILS siosososssrusrsssesosssssresorososrsetsssenosrssstnsoroesosrd etss nestos Ennor S Sors oEr Esan S SESon nosso Sn erosen arasson s resons 78 4 4 STEP 4 FEES amp CHARGES SETUP sissranrenen e E a EE E E E EE EE A 79 4 5 TPS CHENT RECORD ETU A EPISODE ETUE ei S a e a 80 4 6 BUNGA PATENT ir EAA ANEA AE A EA AA AAE 82 4 7 SUE MT ING A A ea E A E E A E E 83 4 8 PE ORIN GP MIENT siinne sete a E E E E E ae nad nna AEE 85 4 9 ADDITIONAL FEES amp CHARGES SETUP AND USE ccccescescuscasccscceccessussuscacccecceseessessaucasccecsestestessuacucceceessustuseuacauccectestessuseaseaeceuseesens 86 4 10 WORKCOVER QUEENSLAND RETURN AND ERROR HANDLING CODES scecescecsscecsececnscucesceseecuseecesecueeeueeeseeecseeecseeeseeeesseeuseeeeseceeseceueeees 88 4 11 WORKCOVER RETURN CODE AO crrr aT NEO AEE AEEA EEOSE ENEA TENES 89 4 12 WORKCOVER RETURN CODE 401 ccccccsssecccccssecccccessecesscenseccsseueseccsseeusecssseeusecesseeueessseeuseeseseeueeesssseunecsesseuneesesseenesesseunesesss 89 4 13 WORKCOVER RETURN CODE 403 ccccccccsseecccceessecccceeseccceeuueeeceseueecssseuuecsseeuueecesseuuneessesuunees
66. Click Yes Page 242 of 250 a PPMP procepurE MANUAL Page 243 of 250 Mary times Diary times Error Key column information is insufficient or incenect Too mary rows were affected by update Select retry if you want te keep trying e Click Ignore e Open PPMP Insert an Additional Times Column NB Please note that when inserting a Times Column make sure the column is completely empty no appointments or notes Attendance Motes F 12 Print attendance Notes Write Letters Emads Set Chant Recall Date Oa Exit Po e Right click in the column you want to make a Times Column e Select Insert Times Column e Select Alternate Times that you created EL pi it i eal E E PPMP PROCEDURE MANUAL 36 Upgrade PPMP MAKE SURE ALL OTHER APPLICATIONS ARE CLOSED Including any Word documents emails etc When an update is available for PPMP the main screen of PPMP with display the On the Main Screen of PPMP Diary DataEnty Setup Accounts Batches Reports Labels Housework Services Hel Please click here to update PPMP to Version 9 1 0 0 Enterprise V rsion Version 9 0 0 User ppmp on computer LISA POjconnected to PMPDATA on LOCAL Profile DEFAULT Click Help Select Check for Updates Bey PPMP Karen s Main Menu Diary Data Ertry Setup Accounts Batches Reports Labels Housework Services Help Connecting to PPMP server HCAPS certified softwar
67. E S E E E 140 13 3 BEFORE SELLING PACKS cecccccccccccccsccsccaceccecceccecceceecescencencecceacecceceecessessencenceccecceaeesessessensenceccenceccecessensensenceccecceceeceesessessecceccences 144 13 4 SELLING PACKS e S E E eta cuasanudfeusaianeestevanrsaubicecesuewetenutincensnannons 145 13 5 NGPA ITTE N aE E EEE A E E AE 147 13 6 SINGA DIFFERENT PACK ITEM reprenien ne nEaN REET ETE OEA OENE EEEE E Ea ia 148 13 7 VIEWING CLIENT USAGE amp STATUS vinuicccitedsnecaseuacedddatauncnseedand banda iaiaaeaia p eaa i reade daia inaia aon taei 148 13 8 CLASSSES SETUP NEW CLASS cereceecgeteccisdicice ct weGioesiocauuvcittecqsnienietet sae tceiacisciidemaned saadelauehd clmmae tareouiauss dcumacu maadsanstdeteememkseeunesiedeamentemeamecmadeads 151 13 9 CLASSES MAKE CLASS APPOINTMENT Siettinvtesincoartsicdhcinssciteaiessincaisiaise sue aeiesta sa nadinicinasaititeiatina aitiouidisinwraitis S TN NEEN 152 13 10 CLASSES TREATMENT CHARGES shine cdvsncervtesinceciudscenstobuecenditedeaddnnsawindedaneseiucvonleeiacsediwsscwectniedeaddebiesetiededusd Sersewndededeasenbeackedwimcesdtuene 153 et d i PPAAP PROCEDURE MANUAL Page 4 of 250 14 CLIENT RECORDS ON PPMP esssssssssssssssssssssssssssssssssossssssssssssesssssssssssssssssssssossssssssssosssssssssssosesssssssssssssssssssssssssssssssssssssssssso 155 14 1 ADDING A NEW CLIENT TO THE COMPUTER siecscucsenwesstatatnics cicancesuwas cnsevcdeswasnuanaeoesucaweaiteeatavednesalatoueieoiicactinetuni s
68. EDURE MANUAL Password Change Current Password New Password New Password Again Account Edits Lock Setting Edits Not Locked Require password after 1 days OR Entries Earlier than i Page 225 of 250 e If this option is selected then PPMP will ask for a password after the amount of days has passed e Therefore if you want the password to be asked for every time there is a change made in the clients account information screen set the days to 0 Otherwise you will only be asked after the number of days specified have passed 30 4 Attendance notes and editing This section is there in preparation for Future Development 30 5 Security group setup This section is there in preparation for Future Development PPMP PROCEDURE MANUAL 31 SMS 31 1 SMS template setup On the Main Menu PPMP EH PPMP Diary DataEntry Setup Accounts Batches Reports Labels Housework Services Help F1 Enterpri Connected to PMPI Appointment Reminder Follow Up Care Blank Template Running Late Account Overdue Appt reminder NEW CLINIC New Clinic Reminder SMS Test Template SMS Appointment Reminders lt Jemplate Setup SMS Test Template User Licence Fees Charges Setup Add Stock Account and Receipt Printing Setup Addresses Staff Computer Resource Usage Diary Layout and Colour Passwords Client Record Lists Setup Receipt Group Setup Practice Type Title Setup w SMS Appointment Remind
69. EN 236 31 2 CHANGING PRACTITIONER ON THE DIARY oareinriroreson iniri ier NENEN ENEE EENE EEEE 237 32 STANDARD ENTRIES ciii EEE E EE EEE EEE E EE EEE EEE a 238 33 STOCK ADDITIONAL FEES amp CHARGES ccccccccccccccccccccccccccccccccccccccccccccccccccceccccccccccccccccccccececcccccccccecccceccscccceccccccccceccccsccccsecs 239 33 1 PDS TOG T AMOUNT ana E A A E E EE 240 34 TIMES COLUMNS ADJUSTING INSER ING ccccoccceccosccsccecccscceccecccscceccecccscceccecccsccecceccesccucceccesccecceccesccecceccesccucceccesccecceccesce 241 35 UPGRADE PPMP rocis A AONA NAREN NENNEN 244 360 WAITING LISTS sorsicinerenain ei a 248 PPMP PROCEDURE MANUAL Section 1 New user setup guide Program Setup Wizard Click HERE to watch video E sei Getting Started amp Program Setup Guide fee PPMP Diary Data Entry Setup Accounts Batches Enterprise Version Version 9 4 0 User ppmp on computer MANDY PC connected to PMPDATA on local ProflessDEFAULT Physiotherapy Reports Labels Housework Services Restore Backup ZIP file Editor Syncronise eNotes eNotes Upload Patients File Telephone 1300 734 908 Facsimile 1300 784 906 Email gt inf mp com au Website www ppmp com au Support desk is open Mon Fri from 9 00am to 5 00pm AEST Current Melbourne Time 1 19 PM On the Main PPMP Screen click on Services Select Setup Wizard gt Quick Start Wizard Instructions Click on the button ou wi
70. Episodes for Mickey Mol Exit Edit Atter Episode Details Notes e Click A C Info Account details for Mickey Mouse Refund Total Deposits Dex Ref GST Debit GST Cr Credit Unpaid Balance Csht500 00 e Make sure Balance is in brackets e Charge the client in the usual way 19 2 Payment using deposit Select the Client on the diary or off the list ir PPMP Diary Note In Diary Ctrl N Special Appointment Ctri 5 Has Entered Ctri Has Left Ctri K Additional Charges F9 e Click on Actions e Click on Payment 33 PPMP procepuRE MANUAL Page 170 of 250 Payment Episode General Description Unpaid Paying Practitioner Initial Consultation i 100 00 e Enter amount being paid e Click Paying All or Paying Some Payment Cliem No 32 Episode General Name Mouse Mickey Payment Details DEPOSIT AVAILABLE 500 00 Drawer Payment Type Amount Cash eft TO Medical Fund T S sissies irect Deposit id sists iteicare CdS Click in Amount Column and select DEPOSIT e Enter in the Amount rates lt 7 e Choose to Print a receipt or Accept but don t print OR Tick Preview Report to display the receipt if you wish to print to an alternate printer Print all pages Right click with printer selection Right Click on the 2 Printer Icon CE Print Options Edit printer assegmrreemt Print target Region E Standard ayot I5 HP Block amp
71. Listing Print Labels Print Merge Letters Email or SMS Page 200 of 250 EL i E E E PPMP PROCEDURE MANUAL 25 Printer setup for accounts amp receipts Click HERE to watch video On the Main PPMP Menu Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help User Licence gt Fees Charges Setup gt Add Stock a Addresses Enterprig str Version 9 0 0 Computer Resource Usage User ppmp on co se ae Security Client Record Lists Setup Receipt Group Setup Practice Type Title Setup Presenting Problem Coding Internal Email System SMS Template Setup TAC EDI Setup Medicare Online Claims Setup desk is open Mon Fri from 8 30am to 4 30pm AEST Letters and Phrases gt Melbourne Time 1 06PM OCAL Profile DEFAULT select Setup Account amp Receipt Printer Setup Account and receipt printing system and layout Printing Settings Design your Receipts Select Design your Accounts Select the account layout that you use you may use a few you will need to repeat steps Page 201 of 250 33 PPMP procepuRE MANUAL Page 202 of 250 ine PPMP Account layout setup Available styles layouts Ad Private Private 44 Compensible A5 Private Portrait Choose a Layout 45 Comp Portrait A5 Private Landscape Add new 45 Comp Portrait Style Details Page 1 Style Details Page 2 Work on the Layout Style name Message
72. MS Overdue Amounts Page 110 of 250 PPMP PROCEDURE MANUAL amp Clients With Overdue Accounts Overdue Amounts Pror To 07 07 2015 Payment Methods Vet Affairs Workcover EPC Medicare Filates Select Template To Use STEP 1 Choose a template or manually enter your oven STEP 2 Chek heie bo get a isl of the reminders that will be sent Select a Template to wer foo the Reminders Hex Slep Palahes How Eda OR Create You Mezzage Template below Appointment Reminder Template Editor Hello Client Firstname Jus a reminder you have an outstanding account in the amount of lt Oyerdue Amount Please call PPMP on 1300784906 to arrange payment the accounts to a later time and date Page 111 of 250 You can now either send SMS accounts now or remove any you do not wish to send or even delay the sending of PPMP procepurE MANUAL Page 112 of 250 a 385 Appointment Reminders Select Template ToUre Review Messages Recepients and Send Merss O Ducan edit thes mestage before sending if you like Helo Chicken Jusi a reminder you have an qubtanding account inthe amount of 90 00 Please call PPMP on 1300784908 to arrange payment e When your happy with your selections click Send SMS Reminders Now A SMS messages have been sent e Your messages have now been sent 7 Alarms The PPMP system has an alarm function which can warn you about the number of treatment
73. NLY Suburb Ivanhoe Postcode 3073 Pensioner No Safety Net Private Health Card No Veteran Affairs No Medicare Verification Patient Verification Date Veteran Verification Date e Complete the Client Details including with the Medicare No if known If not known it will completed automatically after you swipe the client s Medicare Card Page 48 of 250 a PPMP procepurRE MANUAL Page 49 of 250 Ppisa om for Miz KEY vert oa Episode Details Hotest Alana To Do Lit Digcharge Addresses TAC Documents Chat Epod Die Back Relered fy Dr John Smith Teeatrreent Rooms Prov Ho IZSEK Phone 03 1234 S678 Locsar s biaha EPC Mexicore Fm TZH 5678 Adchets 1273 Green Street Adie Drange NSW ET Rael Data Oss Eewa OA Relered To The practice Usual Thiam Mickey fof Dss Seated ONDA instil F 0 00 Saree AP ore a RN hee et Otay trae ae The chent Maan Filn Comsappomimenis O Epirode Liat Tithes e Fill in ALL the episode details e Select the correct Payment Method e Enter the referral details Episodes for Mickey Mouse Eat Edit AfC Info Attendance Notes Printout Epizode Details Notes Alans To Do List Discharge Addgeszer TAC Documents Chast Epenode Tile Back Fietered By Di John Smith Treatment x Looe Prony Ho Doctor Payment Far Em al aain Adet Brown Dr John Fee Scale x j Joner Dr Peter Iratial Fee 0 00 Bane ROOF uei pees
74. O Printing Options Local Printer Click OK Tick Use HICAPS Tick HICAPS Terminal e Click OK Restart the program for the activation to start NB If this is the first time you do not already have the correct HiCaps software installed on your computer you will be prompted to install it see below PPMP procepurRE MANUAL Page 38 of 250 General Settings PPHP Options Program Links More PPMP Op Backup Options 1st Available Window Styles General Y eNotes Networking SMS 4 HICAPS i Use HICAPS Printing Options e You have chosen to enable HICAPS Would you like to install the HICAPS client software if you have not already done so Please review the license terms before installing HICAPS Connect Press Page Down to see the rest of the agreement HICAPS Connect License Agreement Installation of this HICAPS Connect program Program creates a binding Agreement on El the following terms between your company You and National Australia Bank Ltd ABN 12 004 044 937 NAB governed by the law of Victoria Australia If you do not agree press Cancel or Back All intellectual property rights in the Program and its accompanying materials are owned exdusively by NAB You are granted a non exdusive non transferable licence to install and use the Program on a computer in Australia solely for the purpose of exchanging z If you accept the terms of the agreement dick
75. PES wcscxsevciececnsevanaetineavensvecauenciwiewvonvexasnadtnaanien qusumuensia caus eevweienaesenas sauna aus TAE ENNEN EEEE S 121 9 ATTENDANCE NOTES TEMPLATE SETUP CHARTS VIEWING EDITING cscccccccccocccecccsccsccecccsccecceccecccecceccesccecceccescceccecceece 122 9 1 TENPE TE ETU E T E E E T AE 122 9 2 TO ADD THE BODY OF THE TEMPLATE cccceccecccccccccecccccscesceacecceccecceccecescessencencenceaceaseceesessensencecceccscceceesensencenceacecseccecessessessecseccences 124 10 BACKUP INSTRUCTIONS sesessesssssssssssssssssssssssesssssssssosssssssssssssessssssssssssssssssssossssssssssssssssssssssssesssssssssssssssssssssssssssssssssssssssssso 127 10 1 RESTORE PPMP BACKUP soesisisrorerssscrensisssiess snd Ln ENEE EE EEEE EEEE ESE E EASES 131 11 CHANGING FEES IN PPMP sssessesessessescossescoesccscscescesossesoescsscsoesoesossesoessescscesoescssesoescesesoesoescssesoesosscsoessescssesoescssesoessesessesses 134 12 CHARGING AN APPOINTMENT ssssssssssssssssssssssssssssssesssssssssssssesssssssssssssssssssssssssssssssssssssssssssssssssssssssosssssssssssssssssssssssssssssssso 136 12 1 CANCELLING A CHARGE ccceccccecsccccecceccccecsacececcecscececceceeecsncecencecenceceacecencecencecenseceaceceasecsacecsncecenceseaceceaceceaceceaceseaceceaceseaceceaceneas 137 12 2 RECEIPTING A PAYMENT sressinrnssnsies trdni erna EEE T A EEE E EE EEE EES 138 I EAS PA R A E E EEEE 140 13 1 TAEPA C e aE E E EE E EA EEEE O 140 13 2 SETEN P a e E EE
76. PPMP PROCEDURE MANUAL SMS Appointment Reminders Review Messages Recipients and Send Appointment Reminder Follow Up Care Blank Template Running Late Account Overdue Appt reminder NEW CLINIC New Clinic Reminder SMS Test Template lt Day gt lt Date gt lt Time gt lt Practitioner gt lt Client Firstname gt lt Client Surname gt Page 230 of 250 e Select the specific template you would like to use or you can build a new one if needed here e Click Next Step w SMS Appointment Reminders Select Template To Use Review Messages Recipients and Send Sent Client No Client Name Appt Date Appt Time Practitioner 5840 1 SMITH AARON 21706 2013 10 00am John Melnemey 14067 CRAIG Shelly 21 06 201 3 12 00pm John Melnemey 16153 FRANKLIN Clayton 21 06 201 3 2 45pm John Melnemey 11976 O BRIEN Brad 21 06 2013 10 30am Sam Ziggy 19761 NANDA Nipun 21 06 2013 3 30pm Sam Ziggy 12387 GRAHAM Michael 21 06 2013 4 15pm Sam Ziggy 19859 JONES Ben 16639 DERRY Paul 21 06 2013 3 00pm Dr Brenda Reed 9072 GALE Sean 21 06 2013 3 45pm Dr Brenda Reed Hello Sean GALE ou have an appointment on Fri 21 06 2013 at 3 45pm with Dr Brenda Reed Please call if you cannot attend on 1300 784908 21 06 201 3 11 45am Dr Brenda Reed Send SHS Reminders Now Delayed Send Of Reminders e From here you can send the SMS messages straight away delay them or remove specific clients from the list with the
77. PROCEDURE MANUAL 30 Security amp passwords 30 1 To set passwords to reports Diary DataEntry Setup Accounts Batches Reports Labels Housework Services Help User Licence gt Fees Charges Setup b Add Stock Please click he Account and Receipt Printing Setup Addresses Enterprilg ser Version 9 0 0 Computer Resource Usage User ppmp on con Diary Layout and Colour LOCAL Profile DEFAULT Passordet Reports Client Record Lists Setup gt Client Account Entry Editing Lock Receipt Group Setup gt Attendance Notes Editing Lock Practice Type Title Setup Security Groups Setup Presenting Problem Coding Internal Email System SMS Template Setup TAC EDI Setup Medicare Online Claims Setup desk is open Mon Fri from 8 30am to 4 30pm AEST Letters and Phrases gt Melbourne Time 12 25PM e Click on Setup on the main menu e Click on Security e Click on Passwords to reports Displaying is a screen with two passwords Passwords Low level Access Full Access e Click OK Low level access e The password put in this field will allow you access to all the reports Full access Page 222 of 250 e The password put in this field will allow you to change both the Low level access and Full access passwords Save the passwords as shown e Click Yes PPMP PROCEDURE MANUAL 30 2 Changing passwords Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help U
78. Preview Tab e This is a Preview of your label e Exit out amp Save Changes Than a ibe design e Click OK Back on PPMP Main Screen Diary Data Entry Setup Accounts Batches Reports Housework Services Help Design labels e Select Labels e Print Labels PPMP procepuRE MANUAL Page 194 of 250 Build your list There are 33 patients listed o Name Le 2 Mclhnemey John Mouse Mickev Print labels e Select Print Labels 23 2 Lables Use On the PPMP main menu Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help F1 Leer Licence Fees Changes Setup is Add Stock Account and Recept Printing Setup Enter Sa PPMP Chant Record Lists Sebag e Goto Setup e Addresses A Adre Saree Adhe lype rs E a x r ANAT S SCT WORRY M AUSTRALIA BEAT HOLDINGS AUS TAA POST WOT A EHF GAOLF DABS GANG BRISBANE CITY COUHOL WORECOIVER A DLULAMAWAT COLES HYERA A DIWAR WHARA M CORR OWE AL TH BANE Connect DAS w Dr Seema Agaras GOLGEH CROCLE SIN CUS TELA BIKA SPIES PTY Lio MAYHE GAOLUF ONT STO LIT e Click on the Address Labels amp Mailouts tab e Click Design Labels ia Addresses Management Addresses Management Address Labels and Mailouts HICAPS Fieceipts Address Type e Make a selection in the Address Types List PPMP procepurE MANUAL Page 195 of 250 m Addresses Management Addresses Management
79. R leg Wc Presenting Pena Post surgery Delete Selected e The client episode details window Start a new Episode e Each time a client attends for treatment for a new problem you should start a new EPISODE for them e Each episode has a title typically the problem being treated and its own set of details e g Payment method Treatment location Fees scale Presenting problems Claim numbers Date of accident Send accounts to setting Referred by amp usual practitioner S 2 S25 PPMP procepurRE MANUAL Page 160 of 250 Episode Title Back Treatment Rooms a Location Payment lasted Pilates v e You don t have to fill in all of these entries just those of interest to you apart from an episode title amp the payment method amp treatment location Episodes for Minnie Mouse Exit A C Info Attendance notes Print e There is also a provision for notes 15 4 To start a new episode Episode list titles Back Neck Start a new Delete selected Episode episode e Click on Start a New episode Episode list titles Back Neck Start a new Delete selected Episode episode e Episode title Use a title so that when the client has been for more than one problem you can easily identify which is which Exit A C Info Episode Details e f you click the Account information button here you will only see the account history entries that relate to the currently displayed episode
80. Send_A_C_to_ Name Send_A_C_to_Address Patient s Name t Client_Name Date Description cs Fee GST Balance Description Pract Billed_Fee GST_Unpa Fee_Bal Issued Issued_Date A C No Client s A C No 4 GST Total Inpaid_Total Treated By Rx_Phys_Details1 Rx_Phys_Details2 Total A_C_Total e The layout has pre set information you can leave as it is if you are printing directly onto your Clinic letterhead OR e You can insert your own Clinic information and print onto plain paper To insert your Company Logo and other information LOGOS e Click on the Mountain Sun Icon af Account Layout C Progr File Edit Project Objects bea aala Objects TE Ld C Project LA Text Text Text Table Text Text Text Text Text Drawing e Hold down left mouse key and draw a box big enough for your logo sz aE PPMP procenure MANUAL Page 95 of 250 e When your box is the size you wish release the mouse button and the you will then be able to select where your logo is stored on your computer su Open gt 4 b Computer Local Disk C Program Files x86 PPMPV94 WY P g Organize v New folder A Jt Favorites Name Date modified Type MB Desktop di ChartTemplates 3 06 2015 11 43 File folder Downloads Ji Data 3 06 2015 11 43 File folder E Recent Places Ji Images 03 06 2015 1
81. Small e Firstly make sure the charge type at the top is correct e Select the item you wish to add stock too by highlighting it e Click on the Add Stock button and enter the information into the fields as follows Charge Type STOCK Trio Full Length Firm Density Add this many items Cost per item Warn when stock is down to e Add this many items In this field you add the number of stock you have just received e Cost per item In this field enter the cost you paid for each item Warn when stock is down to In this field you enter the number of stock at which you wish to be warned that the number of items in stock is at a low level and need to be re ordered To reduce the stock level for an item add a negative number of stock items On the reports menu you will see reports listed for stock items sales and stock on hand etc PPAAP PROCEDURE MANUAL 35 Times columns adjusting insertin From the Main screen of PPMP ES PPMP Dury DateEntry Setup Accounts Batches Reports Labels Housework Services Help Liner Licence L Fees Charges Setup t Ad Stock HEAPS O ar certified software CONNECT Enterprig s User ppp conner Compute Resiurce Usage afle HEF ALILT Seauity ik e Goto Setup e Diary Layout amp Colour APPOAtMent diary settings 1 Diary Layoul and Basie Settings Diary Colours Diary Times Cancellation Reatont Load
82. T Nio SOBO0 Dac fice Coke kojm fee Deootepeem tees Huger 1S rhe FhporHhmnapp Conr ote Nee Slat Teme Fabel Dase bho oe Select the charge from the entires list Check the Episode Payment Method Press Accept and Pay Eee Hemel Feo GST Taia Tame TZ Dimi paa CC ake gaT Hewee GST vistun F Sesto pt een oven D YA Akad Hash DYA Fapa IHIJIUIAI 1 IWOGRYNET 2 fee C Ties Aceiers Comme IHTE MHI T ONGI N Sie a nma oper o m Cait Make sure all details are correct including Medicare Item No amp Practitioner If the client details have been setup correctly all information will be pre filled Page 50 of 250 PPMP procepurRE MANUAL Page 51 of 250 e Double click in the Paying field e Press the Claim Medicare Button Medicare Claim a Payment amount of 0 00 Claim Type Buk eal Referral Penod Code indsimite Referral Ovemide Coco iS e Select the appropriate Claim Type Referral Period amp Referral Overrite from the drop down list i e Bulk Bill e Press Claim 21 Dec 2012 14 43 31 Received Waiting for Terminal 192 168 15 3 e Follow the prompts on the screen amp terminal to process the claim a PPMP PROCEDURE MANUAL 21 Dec 2012 14 45 28 BULK BILL CLAIM PRINT PROVIDER COPY Follow the prompts to process amp print receipts You will be advised of the outcome of the claim 2 11
83. Text Date Format Number Format Operators Functions ED variables bs Eu A Client Address a D Numerical functions 2 Client_Mame ad 2 Mathematical functions A Clients AC Mie a O Date functions A Por code a D String functions A Salutation a E Misc functions A Send A Cio Addres a O Aggregate functions A Send A Cto Name O Bartode functions lA Tithe O Converian functions e Select Details one at a time e Click Insert EL ss E ai PPMP procepuRE MANUAL Page 192 of 250 e Click OK e Your selected Variable is now listed i Aerie Ranching D Myersa funchorn A imi A Pio z O D hra T baiat a E Seay Ari A Sa E e a T Sea AC o Aiia D Aggregate ui T Sead AC io Hame i ieder tarction E Tite a Di Ceres ri e Double click on and select the next Variable you want to add e Click Insert e Click OK Chent_Mame Chem Acdress e Highlight Client Address a PPMP procepuRE MANUAL Page 193 of 250 d Appearance Fant Format d Layout Alignment Appearance Condition Blank Optimization Ineradable Aatified Paragraph Spacing Line Wrap ire Sen the Behawior if the text it iehi e On the Right Hand Side you can select different settings e We recommend that you select Wrap for the Line Wrapping e Click OK Client_Name Client_Address e You Label now displays the above information ES Layout Fa Layout Preview a Preview e Click on the
84. Treatment The list offered will be the one for the charge type selected in the Type of Charge List m B Svar PPMP procepurRE MANUAL Page 88 of 250 e Select the entry you want e Click Ok OR e Type in a charge directly on the charge window J If you make a mistake Blank this line Line 1 Standard charges e Click Blank this Line the whole line will be deleted When you have entered all the entries you want select one of the four options Accept ok Ok gt Hecerpt Ok gt Account Cancel Clicking Accept ok button Saves and closes Clicking Ok gt Receipt saves the charge then goes to the payment window Clicking Ok gt Account Saves it then prints an account Clicking Cancel will cancel the charge and not add to the client account 4 10 WorkCover Queensland return and error handling codes m Jag PPMP procenure MANUAL Page 89 of 250 The PPMP Workcover QLD module will show the following errors See below for a brief description amp trouble shooting 4 11 Workcover Return Code 400 Client has provided malformed JSON or XML WorkCover QLD Interface sw Results WorkCover Retum Code 400 Unauthorized Please check your WorkCover login credentials as authentication has failed Please try again and if the problem persists then please contact PPMP support Please verify all information you are transmitting is correct If the return code still exists plea
85. UAL Page 101 of 250 Layout f Regions Export Media B BE H t 4 Printer Settings EAL 9 PCL Colour GB 4 Paper Size Snagit 8 Orientation Send To OneNote 2010 Duplex Samsung Universal Print Driver Force Paper Size PrimoPDF Number of Copies Microsoft XPS Document Writer Paper Bin HP Universal Printing PCL 6 Colo Size Adjustment HP Universal Printing PCL 6 Sort Copies Fax Use Physical Page Brother QL 720NW Formula Printer Name Name of the Printer If a warning icon is displayed the printer is unavailable Select your printer Select your paper size Select Portrait or Landscape When you have finished Print a Sample File gt Print Sample this print out will show you exactly what your accounts will look like 6 Account Invoice runs printing emailing and SMS ing accounts Account print runs are used to automate the printing of accounts for a range of patients 6 1 Print accounts Stage 1 On the Main Menu PPMP EA PPMP Diary Data Enty Setup Accounts Batches Reports Labels House Transmit TAC EDI Accounts Transmit Medicare DVA Claims Transmit QLD WorkCover Accounts SMS Overdue Amounts Entarnrica e Click Accounts e Click Print Accounts Supply the settings that will be used to decide who should receive an account Ei Ss ET PPMP procepuRE MANUAL Page 102 of 250 m Account Print Run Payment Methods Workers Compensation Yet Affairs TAC EPC Clas
86. Use the Preview buton if you don t want the banking closed yet We recommend that afer completing a Re Display Last Report banking print a copy of the normal report sign A and file t away Treatment Locations Stafi List a a Bonin nae Unspecified Karon NB You should ONLY select 7 on the Stati or Treatment Preview Next Banking Locators lists 4 you ere tring to LIMIT the information on the reports Report syle Normal Report Deposit Slip Printed Grouped x Pract List only employed stati PRENER Deposit Slip Only Receipts Issued At Design deposit slip Detailed Listing Site B lt Just This Receipt Group Old Reports Password All BUT This Group List All Payments Your Receipt Group is Ste B 28 5 Statistics report On the Main Screen of PPMP Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help Fi Account Batance Reports Activity Reports Payments Reports Banking Report Profile DEFAULT sonics e Go to Reports e Statistics e Statistics Combined Figures 33 PPMP procepuRE MANUAL Page 217 of 250 Please indicate which figures you want Trestrent nombers X Practitioner Fees genented X Practitioner Fees genernted Payment method Mew episode ralerral analysis New episode presenting problem analysis New patients prectice choice reason Check that the usual practitioner and start davies ore set Checks
87. Version Connected to PMPData on local Version 8 0 0 PPMP Physiotherapy Reports Activity Reports Reports Labels Housework Services Help F1 Account Balance Reports b Payments Reports Banking Report GST Payments Reports Lh Statistics Lists Recalls MailOut Birthdays Discharge Summary Patient Timing Referred To Outstanding Invoices Stock Sales Appointment Cancellations To do Lists Select desired report from this list New menu will appear Report Requirements Settings Payment Methods CRS Uninsured Private Workcover Medicare INJURYNET COMCARE 3RD PARTY Treatment Locations Rooms Hospitals Home Visits Charge Types Treatment STOCK Australia Post Workcover Charges Misc Charge Reports Date Range Covered Starting Date 0170672013 Ending Date 20706 2013 C Show Totals Only Staff am List Unspecified ohn Gil Zimmerm Bradley Dr Brenda JOHN TEST DENT PHYSIO ABC But only entries that include this word phrase Only Employed Select required fields and date range Click Display OAll Staff All Activity Activity X Payment Method Charges Only X Description GST Activity Class PackI tems Indusive Pack Expiry Report Attendance Summary Attendance In Detail New Clients Item Code Summary Item Code Summary Normal Fee Billed Fee Comparison Issued Invoices Listing Charges Billed and Paid Combined by Pract Summar
88. Workitems 0 invoiceltems 0 _serviceltemNumber You must fill this field in Please try again and if the problem persists then please contact PPMP support Please verify all information you are transmitting is correct If the return code still exists please contact PPMP Support RI ea 345 PPMP procepurRE MANUAL Page 91 of 250 4 15 Workcover Return Code 503 The WCQ services are down WorkCover QLD Interface Results Unable to connect to the remote server WorkCover Return Code 503 Please verify your workstation is connected to the internet amp a firewall is not blocking PPMP access Check with Workcover QLD that the service is available If the return code still exists please contact PPMP Support m a Saves PPMP procepurRE MANUAL Page 92 of 250 Section 3 PPMPe user manual 5 Account and receipt Design The program comes with pre loaded designs for both A4 and Ad paper sizes To personalise you accounts and receipts for your own clinic e Goto the main menu for PPMP Diary Data Entry Setup Accounts Batches Reports Label User Licence Fees Charges Setup Add Stock Account and Receipt Printing Setup e Click on Setup e Account and Receipt Printing Setup amp Account and receipt printing system and layout Printing Settings Always Preview Account Report Est Design your Receipts l Always Preview Receipt Report Printer Setup Help e Click on D
89. aedianmsdoamauu iaaiwanebCuadsumseaeaaemldmementeuetwecbadeded 205 25 2 E II EA E E E E excrete an sats ss ese ci inten econ es oases ta acs cess ea cts acini nnd ns ese AE S wake hs EEE E E A A colons eizauie wuss b c acs nad E AE adnate E E AAAA 206 25 3 TO VIEW ACTION RECALLS acs cavanccuctatanenctvtwarancnteasasuvanaeacetancnsteimewacurtsesadeaswaesatedeucas ewtnsusnnetonesdaunwaantadaceniiedeacanesieceaduumnedssduteesatenas 207 25 4 SELECTING RECAULS BY DALE wives ivccwstorace E A avenecsnmece accu deceteseiveceiuasurdsauineesiu douse oat ent iusnuesinrecvanavdeadtnouersuctondeeet eavecus 209 25 5 SELECTING RECALLS BY REASON eee ceic tects nenian EEn vce ct as eset EEEE EEEE ETETE etd vb Gua ee eens onic 209 26 REFUNDS CREDITS eee eee ee es sce se ne ee ce eo ee i asai 210 BF REPORTS sirr A E A wauutu vay envives A sakura univead deuiauebunusehesckabuvabonaeu was tei tasubuniaesyeeaareeie 212 27 1 AC OUNTE PAL NOE na A E E E 212 27 2 AEE PEPO TEE EEEE E AE ATE AEE EEEE E 213 27 3 PAENT PEPON ean A A 214 27 4 BANIN ee EEEE E EE E EAA AAE 215 27 5 E RTT ORT E E E 216 28 SCANNING AND ATTATCHING DOCUMENTS TO CLIENT FILES ccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccecccccseccs 218 29 SECURITY amp PASSWORDS oesssoosssooessssesssosessssossssssssssssssssesssssessssosssssessssossossesssssssossosesssesessssssssessssssssssosssssesessosssssesssssssssses 222 29 1 TO SET PASSWORDS TO REPORTS csccecceaccccc
90. ails Unused items Class Packs View Edit dresses SMS History henti e Goto the client s record e Click on Packs on the menu e Choose Unused items PPMP PROCEDURE MANUAL 17704 2012 17704202 1704 2012 17704 2012 17704 2012 17042012 1770472012 17704 2012 17704 2012 17704 2012 17704 2012 1770472012 17704 2012 17704 2012 17704 2012 17704 2012 1770472012 All unused class items Unused items 19 Class Pack 10 Class Pack 10 Class Pack 10 Class Pack 10 Class Pack 10 Class Pack 10 Class Pack 10 Class Pack 10 Class Pack 10 Gym Chass Pack 10 3 Gym Class Pack 10 3 Gym Class Pack 10 3 Gym Class Pack 10 3 Gym Class Pack 10 3 Gym Class Pack 10 3 Gym Class Pack 10 3 Gym Class Pack 10 3 Gym Class Pack 10 3 Gyn Class Pack 10 z z 2 z 2 zZ 2 2 2 a om au Gawd Ok Ww eS Sw ow oo a tw fo Brings up all unused items available for use Alternatively Click Class Packs View amp Edit uc MHo Oesen 2 Class Pack 10 Clase Pack 10 2 Class Pack 10 2 Class Peck 10 2 Class Pack 10 2 Class Pack 10 2 Class Pack 10 2 Class Pack 10 Add mew term Ji7voayeniz Class Peck 10 Listed Mewnest peck to oldest 1042012 Clase Pack 1 1Fay2012 G Class Peck 10 ete Peck zj e Descnption RefNo Group Li 17040 Class Pack 10 2 Edit pack line Delete this pack You have full access to all the packs and be able to adjust or change them Page
91. anky Show all stat a Details Provider Nos Passwords Appointment Types 1st Available Select staff member Select Appointment Types Add New Click Add New Appomtment Type Title veteran Affairs Requied Dien Cotos a Son MAAR jary as Enter a Title Name Select how you would like it to appear on the diary Click Change color Appointment Type Title Weteran Affairs genie 2 aye Click OK Continue this process until all Appointment types have been created Page 120 of 250 a PPMP PROCEDURE MANUAL e Click Add to All this will add the same appointment types to all staff Are you sure you want to add this type to all staff members currently on the list e Click Yes 9 1 Making appointment types Ey PPMP Diary Actions Records Find Options Refresh Prini Ed Appointment Existing Client F5 4 Appointment New Client F2 Appointment Types e Click Actions e Click Appointment Types Choose a Client Name to Find OR the Required Client No mouse Search 1 match Search Tips CE a Client Number e Select client e Click OK Choose A Client Episode No Episode Selected Back New episode title e Select Episode e Click OK Appointment Types e Appointment Types will be listed e Select the Appointment type DVA e The Appointment type requires 2 lines e Charge and receipt as normal Page 121 of 250 m PPMP procenure MANUAL Page 122
92. apter v1 2 36 Setup Wizard The Setup Wizard will install Tyro Terminal Adapter v 1 2 36 on your computer Click Next to continue or Cancel to exit the Setup Wizard e Click Next Page 57 of 250 Page 58 of 250 fg Tyro Terminal Adapter v1 2 36 Setup Click Next to install to the default folder or dick Change to choose another Install Tyro Terminal Adapter v 1 2 36 to C Program Files x86 Tyro Tyro Terminal Adapter e Click Next is Tyro Terminal Adapter v1 2 36 Setup Auto Update Install Options Choose options for the TTA install Please enter the update time in 24 hour time Hour Minute Install development files Enable fle watcher interface please check with your POS vendor to see if you should enable this option e Select an Auto Update time this is for TYRO software only e Click Next n J PPMP PROCEDURE MANUAL Jal Tyro Terminal Adapter v1 2 36 Setup Ready to install Tyro Terminal Adapter v1 2 36 Click Install to begin the installation Click Back to review or change any of your installation settings Click Cancel to exit the wizard e Click Install Completed the Tyro Terminal Adapter vi 2 36 Setup Wizard Click the Finish button to exit the Setup Wizard e Click Finish Switch user Log off Lock Restart Shut down m Sleep e Once the reboot is complete restart PPMP Page 59 of 250 Page 60 of 250 Diary Data Entry Setu
93. art a new episode View Client Record e Select the Pack from the available packs list e Enter an Expiry date This is optional Type of charge Treatment location Practitioner Patient episode involved CT Donald Duck x Hospital View Client Record e Ensure all details are correct E G Type of Charge Location Practitioner e Click Accept or Accept Pay e Make Payment for the pack as you would normally take a payment NB Health Insurance Claims cannot be completed at this time Payment Client No 14 Episode Pilates Name Little Chicken Pilates p Amount Unpaid Paying Practitioner Claimld Batch 05 03 2015 Class Pack 10 200 00 200 00 200 00 Donald Discount Entry by e Totals 200 00 200 00 Paying Al elat Medicare DYA Claim Tyro EFTPOS PPMP procepurRE MANUAL Page 147 of 250 14 5 Using pack items To use one of these items e Select client appointment on the diary make sure the appointment has been made using the correct episode payment method e Click Actions or Right Click e Click Treatment Charge e Click Yes Client Name Chicken Little A C No 14 Date Description Fee GST Total 0570372015 Pilates Class 560 0 00 20 00 keep same total charge Pack Items Available 10 Receipt Issued Description Value GST lA4 Receipt O ARA A Portrait 05703 2015 Pilates Class 560 20 00 0 00 Landscape 0520372015 Pilates Class 560 20 00 0 00 05 03
94. ate From Claim Practitioner Client Submitted Date From Processed Report From Payment Report From Payment Run Claims 25 08 2015 To 1 09 2015 m Claim Type Unspecified 1 709 2015 25082015 aa 1409 2015 25 08 201 5 m gt 120972015 se NB If a claim was paid by Medicare but shows as unpaid within PPMP then select a claim and press the Mark To Be Reprocessed button to flag this claim to be retrieved again The next time you attempt to retrieve the processing payment reports this claim will be reprocessed DateCreated Claim _ PayeeProviderit Submission Date Processed Date Payment Date Claim Type Note Mark to be Vouchers Claim Voucher Patient Name Services Claim Voucherlt_ Service ServiceDate__ Item Transit Medicare Return Codes fa Reprocessed Add Delete Submit Claim to Medicare Retrieve Process Payment Reports View Client Voucher View Claim Process Report View Claim Payment Report The above screen is the Main screen This screen allows you to e Search existing Claims e Create Claims e Delete Claims e View Print Reports r amp Medicare Online DYA DVA Claims DVA Claim Details Search Criteria Creation Date From 05 07 2013 i 12 07 2013 Claim Claim Type Practitioner Unspeci
95. awed NE 155 14 2 ENTERING CHENT DETAILS ee occa cetsctececee tents etre accoedeu dee scenssemuesns E E E alanununccesuones bexbbint 157 14 3 GUIENT EPISODE DETAILS sisccoscosemacanciuaqonsstmsdenion EENEN AANE EANET EENE AENEAN EAEE EAEE AEN Godecasaueees 159 14 4 TO TATANEN TPE ODE irene E AE A 160 15 COMBINE 2 CLIENT RECORDS INTO ONE ccccccccccceccccccccccccccccccccccccccccccceccccccccccccccccccccccccccccccccccccccccccccccccccccecccccceccccccecccececs 162 J6 CREDITS REFUNDS voeo E a A ene ee ene eee eee eee 165 DF DA AATA eNA ANEAN EARANN 167 1e DEPOSITS oo EE AEEA 168 18 1 RECORD NGA DEPOT oroen e A E E E A A A E A EE E ee E oe 168 18 2 PAYMENT USING DEPOSIT ccccccccsccsccsccscccceccecceccecescescescecceccecceccecescessessencenceccecceceecessesseccenceccenceceecessessenseccencecceceeceesessessenceccences 169 18 3 REFUND TOTAL DEPOSITS ccccccccccccccccecccccccecceccecceceeceecencecceccencenceceecesseecenceccencecceaeecesseecescensencenceeeceesessecsecsencecsecceseecessessessecsenses 171 18 4 TRANSFERRING DEPOSIT TO ANOTHER EPISODE asssssssssssssssssssesssssesessseseoesseserosesessressseserssssssreesseserssssesorrresesrorssesererssesreereeeererssesereesee 173 19 DIARY LAYOUT amp COLOUR ssoesssoosssesessssssssssosssssessssosssssesssssesessesssssessssssssssesesssssossesssssesossosessossesssesossesssssessssosssssessssssssso 174 2 EMA S a AO EAA 176 20 1 EXPORTING CLIENT EMAIL ADDRESSES sicincaidcvcaceacadacacndcameudbusnls
96. ces Receipt Listing In Detail Physiotherapy Stock Sales Income Item Code Summary Reports Payment Reports Select desired report from this list New menu will appear Printed 20 0 Page 214 of 250 a PPMP procepuRE MANUAL Page 215 of 250 Report Requirements Settings Pay Methods Date Range Covered CRS Uninsured Private Starting Date 9779672013 Workcover Medicare Ending Date 2070672013 D V A INJURYNET COMCARE Treatment Locations CI Show Totals Only Rooms Hospitals Home Visits Staff List Unspecified Selecting nothing on a list is John the same as selecting Charana Or era everything on a list Treatment Bradley STOCK Dr Brenda Australia Post Workcover Charges SENi TEST Misc Charge PHYSIO O AIl Staff Reports ABC Only Employed But only entries that include this word phrase x e Select required fields and date range e Click Display Payments Listing Payments Listing Date Roept Client Client Name Cheque C C ards EFT MedI 03 04 2013 106686 6304 READ LYN 0 00 0 00 0 00 s5 Totals 5000 S000 000 000 Saf Cash Grand Totals 30 00 Total for Csh Chq CCrd M edD EFT Dates from 1 04 2013 to 30 04 2013 e Report displays 28 4 Banking On the Main screen of PPMP Diary Data Entry Setup Accounts Batches Account Balance Reports Activity Reports Payments Reports gt e Reports e Banking Report D p
97. cescuccuscussussuseuseuseuseuseuueueeeseuseuseuseaesuseuseuseuseuseaeeeuseuseuseuseuesueseuseuseeseuseuseseeuseusuesenss 37 2 2 PN es STAFF SETUP cass tcace sacestesnseto eit atv iato i act se oar EEN E E EAE EE O EEE EES 40 2 3 USING HICAPS CONNECT WITH PPMP costes cesisss cde to scsi sicndeaccisted doecieseis ono ucinesenteqatiodnnea S E E EE 42 2 4 PROG SIG A AN e TE tea eran atyipng sania E E S 42 2 5 HICAPS MEDICARE EASYCLAIM amp STAFF SETUP sscssscesccecceccessessuscusccecceceessussuseaseecceceessessuusaseecceceessussuseaucaecceseeseessuseuseaeceecesseess 45 2 6 HICAPS FEES amp CHARGES SETUP FOR EPC nensnsensnsesessessssosesessesessssrsessosesessesesessrseseosesessosesessesessosesessosesesseseseosesessoseseoseseseosesereose 46 2 7 HICAP MEDCARE RC EPISODE ce ae E 47 2 8 CLIENT SETUP CREATE A NEW CLIENT RECORD OR SETUP cccccccsecccceecccccsccccceccccceececuucececacccenaececaucececauececaanececaucesecsueceeaunececaueceeaaness 47 2 9 REFERRING DOCTORS SETUP ct ccuscastants acuedomacsueeasmounsdanancetceadsues SEANA N EAEAN OAAS 49 2 10 HICAPS CHARGING A CLIENT amp SUBMITTING A BULKBILL CLAIM TO MEDICARE ccccesceeccescuscuscussuseueceseuseuseuseuseuseuseuseuseuseussuseuseusenss 50 2 11 HICAPS CHARGING A CLIENT amp SUBMITTING A FULLY PART OR UNPAID CLAIM TO MEDICARE ccscecceecceccescuseuseusesceuseeseuseuseussseeeseusenss 52 3 YO PEE E A EA A E IN A E A E AT E A AT E A E E A E A 56 3 1 TYRO INSTALLATION
98. ck e All recalls will be listed Including recalls sent Indicating how they were notified 26 5 Selecting recalls by reason Client Recall Listing Reason 6 month Recall Recall Date Client Client Name Episode Recall issued Recall Method 16 12 2013 20800 Mouse Mickey Back 20 12 2013 SMS 20 12 2013 20800 Mouse Mickey Back e All recalls will be listed Including recalls sent Indicating how they were notified PPAAP PROCEDURE MANUAL Page 210 of 250 27 Refunds Credits m Client Details Main he Details Noles iJ a i woe Diary Hame Mouse Mickey Surname First Hame Mickey O e Open Client Details Screen e Click A C Info e Click on the Treatment Charge Credit Adjustment Select Credit Refund Type Enter amount being refunded Enter comment relating to refund e g why it is being refunded Click Refund i PPMP PROCEDURE MANUAL Page 211 of 250 SUCCESS A REFUND PROCESSED SUCCESSFULLY e Refund Processed Successfully e Click OK e Exit t Account detalls for Mickey Mose Episode AE Episodes Unpaid Total 9 00 Rel GST Debt GST Cs Croct Unpad Balance Printed Epirode Prachtiener Location TAC Status 100 00 100 i 1 Home Aosta 000 100 00 0 00 A203 PAYOUT 100 00 hele CAD 100 00 AVA052003 Cedi balanced aqainet F 100 00 i Unreported e Client A C Info screen shows Payout etc e Check your Banking report and Activity Rep
99. ck Build the List teport requirements settings Client Details Selection Criteria User Client Classification Episode Details Crena Billing History Criteria In The Date Range From 20 12 2013 To 20 12 2013 Amount Billed a gt m OF Has been billed tor hem Codes HO0001 10 Elbow amp Wrist Res This Amount D0000 11 Hip amp Knee Resist 10 00 OO0003 15 Lower limb Resist 000004 38 Shoulder Resistan Add Up 000005 4 Ankle Resistance B i D00006 46 Upper Limb Resist All Charges 000007 63 Resistance Band E Just Selected OO0008 8 Swiss Ball Exerci tem Codes 000009 A Rainbow of Elastic NB An amount ofl oo DO0010 Abdominal Bind er 20b performed 000012 Acro Comiat Shoulde From These Charge Types DEL ee est Additional Workcover Chrg Podiatry z Assembling the list please wait 10455 Hits 1 e The list is being prepared Build The List PPMP procepurE MANUAL Page 184 of 250 brr Ser pnn LL cde eo prrs Baie pa Bap Sree Shue bo wee a GaSe neh Ge ie ce peed De L J e Your list of clients will be displayed NB Top of the screen tells you how many patients are on the list e Click Email 3 Clients had an email address They have had Yes changed to No on the list This list ts now being sent to the email window for you to write the email to send to each of them e This tells you how many clients have an email address
100. ckledcedaumacnddawnndcawiun dleeineuseduehacuss edema socudaud tentwawsededtecusceddaunwededecdseadwaesaceame 176 20 2 ME eR cetngte ctecon de ce nscts estnuse E E dicate dete ees eame tuaienaneamatdee E E 179 20 3 SENDING EMAILS YOU CAN SEND INDIVIDUAL EMAILS OR BULK EMAILS cccccssseccceceeseecceceeseccceeeuceceseeuseecessaueeccessuueecesseuneeeessaeneeeetes 181 20 4 BR Eas scent avitecatent eneeacan beset Detneteccon gece vedtnseasue vee we bneane eevee anectetimsvessanaeeseeaugetesin dees teduineesteuanaestasquvepuavdeneaeavudeseavinenseneaients 182 21 EG Fe SP arrestee sre cco cw iS crs ec es oe cic ware a cc wares cao ene cain E EAE E Gece ne bwrueuieine Ge deus AEAN 186 TEE FINES wearer ees E AEEA 188 22 1 LAPES Se I aE AEAEE AEA 188 22 2 LABLES U E enron A E E E E EE 194 Be WALUT oire E E E E E E ER 197 23 1 VALOUF NEN EP ODE oriire nA ENEE EE 198 23 2 MAILOUT LIST OF CLIENTS THAT HAVE SPENT ABOVE A CERTAIN DOLLAR AMOUNT ccceccecececccceccccececeacecsncecsacecenceceacecsaceceaceceasecesenss 199 23 3 MALOUT USER CLIENT CLASSIFICA TIO Niisc eswnaceuscncausrenseatnachavcaaseendadecudunduonciacie tds acacia EA EEEE 199 24 PRINTER SETUP FOR ACCOUNTS amp RECEIPTS ccccccccccccccccccccccccccccccccccccccccccccscccccccccccccccccecccccccececceccccccccccccccccccccccccccccsceccecees 201 LS PEALL a NARAN 205 25 1 CREATE YOUR OWN RECALL REASONS ws ccnncidewsoscacadaineniedaeuantieGuclsle dev taieeicatnls cohucindawsd tundelausleahweuea
101. cular day Dr Brenda 8 Times 9 00am oo 938 0m 9S a e NB These changes will only be reflected in days more than 14 days in the future from today Days on the diary more recent than that will need to be individually adjusted PPMP procepurE MANUAL Page 239 of 250 34 Stock Additional fees amp charges Click HERE to watch video Main Menu PPMP e Click Setup e Click Fees amp Charges Setup e Click Item Number Fees List This is where you set up your stock list Charges Paymanmi Method i ba Payment Methods Setup hock Treatment Locations Setup Sehedul Paymen gy e Make sure you select the correct Charge Type e Click Add a New Charge Build your list of stock items Give each stock item an Item Code No abbreviated description Tick the GST box if you want this item to automatically have GST added each time that it is used You can add stock in and as you use this item to sell stock it will reduce the level on hand m L Ja PPMP procepuRE MANUAL Page 240 of 250 34 1 Add stock amounts Main Menu PPMP Setup Accounts Batches Reports Labe User Licence gt Fees Charges Setup r Add Stock e Click Setup e Click Add Stock this will bring up the Add Stock window a Stacker Charge Type Sock eal Add Maw Stock View Adjust Stock Levels Code De Desonptian Add Sock AT T Tape 4ABGS 5 Ankle Brace Greneace
102. cuments Hom Document e Click New Document l iy gt Scans for PPMP v Search Scans for PPMP p Organize v New folder El A Name Date modified Type A Ft Favorites E Desktop New patient form 1 5 2015 04 06 2015 1 56 PM Microsoft PowerP Downloads E Recent Places Libraries B Documents P Music E Pictures E Videos jE Computer amp Local Disk C DVD RW Drive D GP Mandy servert G public server0 3 drop server01 Filename New patient form 1 5 2015 e Go to the new folder you created on the computer e Select Document e Click Open A Page 220 of 250 PPMP procepurE MANUAL Page 221 of 250 Episodes for Bart Simpson Exit A C Info Attendance Notes Printout Episode Details Hotes Alarms To Do List Discharge Addresses EDI Documents i Document Scan List Document DateS aved Hew patient form 1 5 2015_pptx 04 Jun 2015 14 30 17 Doc Rename Delete New Document New Scan C Documents C Scans i All Due to a number of compatibility issues with different scanners amp windows drivers the HEW Scan function will be removed in the future update please use your device manufacturer scanning software to create the scan amp attach the file http files ppmp com au video D ocuments htm e Go back to the Document List e Select the Item from the list e Click View to see the document in its entirety tl eae PPMP
103. dicare No if known If not known it will completed automatically after you swipe the client s Medicare Card Episodes for Mickey Mouse Bet Bot a info Attendance Motes Primiout Ep rode Detail Hotes Alarms To Do Lint Digcharge Addresses TAC Documents Chast Eppa He Fack Teesi Rooms Locair Pi EPC Medbcore F t Sedii Horma Initial Fee O 00 Sare RI arse pu Pa AL ee a Linas Fee g ee oy Ford Aus To Ther choni Maan Fii Bocen ste fog ifie Asterence Hat Peadaiernd 3 Fill in ALL the episode details Refered By Dr Jobe Smith lial Prov Ho 123456K Phone 03 1234 5678 Fox 1234 5678 123 Green Shee Oranye HSE 2111 is m 3 Enea DADAAN a The paction m Hickey lal MAA io Episode List Titles Gonar Select the correct Payment Method Enter the referral details Page 68 of 250 PPMP PROCEDURE MANUAL Edt Edit AMC Info Attendance Notes Printout Epizode Details Notes Alarms To Do List Discharge Addresses TAC Documents Chatt Epoode Title Back Referred By Dr John Smith Treatment Hooma Location Payment _ 7 W EPC Medicare Fee Scale Mormal m Initiol Fee DOD ar AA uP AN BA AT ane ace Uzual Fee gg rires Send ACs To The client Main File e Use the browse button to select a doctor from the list or Enter the information at the time 3 8 Referring doctors setup From the Main Menu ET PPMP User Licence Fee
104. e 189 of 250 EL pa PPMP PROCEDURE MANUAL e Scroll the List and select your label Name or Size e Click Next T T T OTL Plain chachi Pe iyaa baii b pour proses 0 pou dhait d Berea e hart vabu are airt irl Pacer S ia Werp Eo pa e Measurements have been automatically filled in as per your label selection e Click Next o a ony gt m Php red CaA Gi a bip bre kr piu Dus Peet dpi labak Yiu ry bhii eerie hoea Muay Berk GETH mp to br ceed horae and eral oft dpa viie lave e Click Done Page 190 of 250 Page 191 of 250 bi H i Fa Be Ba Padha Fa Ba bi Padia 1a Bata alia A mata a Aa pi arta ra a pa Paota ma ML ai naana pa Ba pa maata ma E ni ranan Double chck here lo set a tir Double click here to fill the label with data e You are now looking at one of your labels e You can add a Title or Delete the Title Box click in it and select Delete on your Keyboard e Double Click in the large box to add your Data hw Tail Paragraph Properties ai Paragraphs E Double click here to fill the label with data e Highlight existing line and click X to delete Paragraph Properties a e Double Click on Edit Text ienee Data and Functions Condition Text Daie Format NumberFormat Operators Functions Varieties Gb Project variables e Click on next to Variables ir cit Tet Aaen Data and funchons Condition
105. e 246 of 250 El l JI PPMP procenure MANUAL Page 247 of 250 Dyankonding atest PPMP executables e Downloading and installing files please wait jp Setup PPMP ie Ste tere eS Completing the PPMP Setup Wizard Setup has finished installing PPMP om your computer The application may be launched by selecting the installed icons Click Finish to t Setup e Click Finish Open PPMP Enterprise Version Version 8 11 0 e Please Note the New Version number on the Main Screen of PPMP NB If you are already on the latest Version you will receive the following information e Click OK a PPMP procepuRE MANUAL Page 248 of 250 37 Waiting lists Click HERE to watch video To Create a Waiting list on the Diary Page EH PPAP Diary Actions Records Find Options Refresh Print Classes ToDolists Waiting Lists SMS Apt Reminders lt Month lt Week lt Day 217052013 Tue pay gt Homer Bart 1 Go to Waiting Lists e Waiting Lists Setup Chet Setup HE The table in the databare n called Wi adingList T ites e Click Add Lrst setup e Enter in List Name e Click Save e Exit EPPP Diary e On the Diary Page e Click Waiting Lists e Manage Clients on List PPMP procepurE MANUAL Page 249 of 250 Waiting Lists Cheri Hame Date Added 43 Mi Macher Moute 20 May A0 F 11 1505 Af gti hiter foe Me Micka Mine Hut hres ost Powtb
106. e CONNECT Enterprise Version User ppmp connected to PMPDATA on LOCAL Version 8 10 0 Profile DEFAULT R Telephone 1300 784 908 P PAA P Facsimile 1300 784 906 Email info ppmp com au Physiotherapy Website www ppmp com au Welcome to the PPMP Setup Wizard This will instal PPMP version 8 11 0 0 on your computer is recommended that you close all other applications before continuing Cick Neat to continue or Cancel to exit Setup Welcome Wizard will display PPMP Version number that will be installed on your computer Click Next EPPP Karen s Main Menu Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help HCAPS certified software CONNECT Enterprise Version User pomp connected to PMPDATA on LOCAL Verson 8 10 0 Profle DEFAULT Email info ppmp com au Physiotherapy Website www ppmp com au Partner of Telephone 1300 784 908 Mp Facsimile 1300 784 906 Ji Pri YO T HE RASY Page 244 of 250 a PPMP PROCEDURE MANUAL Please read the following important information before continuing Please read the following License Agreement You must accept the terms of this agreement before continuing with the installation BETWEEN PPMP of Suie 118 40 Burgundy Street Heidelberg Victoria 3084 ABN 47 283 665 875 PPMP D Installer of PPMP Software Q T accept the agreement Ido not accept the agreement e Click Accept the Agreem
107. e TYRO Integration you will need to Activate Tyro first From the Main Menu of PPMP RH PPMP Diary Data Entry Setup Accounts Batches Reports Labe User Licence Fees Charges Setup Add Stock Account and Receipt Printing Setup Addresses amp Staff Computer Resource Usage e Click on the Setup Menu e Click on Computer Resource Usage e Click on the EFTPOS tab l General Settings z PPHP Options i Program Links More PPMP Op Backup Options i WorkCover Window Styles General 4 eNotes Networking SMS EFTPOS 4 Please Select One Use HICAPS Use TYRO Printing Options Local Printer EFTPOS Terminal e Tick Use TYRO e Tick EFTPOS Terminal for Printing direct to the terminal e Click OK Restart the program for the activation to start NB If this is the first time you do not already have the correct Tyro software installed on your computer you will be prompted to install it see below c i PPMP PROCEDURE MANUAL 3 General Settings PPMP Options Program Links i More PPMP Op 4 Backup Options WorkCover Window Styles General eNotes Networking SMS EFTPOS Please Select One Use HICAPS Vv Use TYRO You have chosen to enable TYRO Payments Would you like to install the TYRO client software if you have not already done so e Click YES to install TYRO software Welcome to the Tyro Terminal Ad
108. e f apd a Aer een Limes F cet Pee 3 fe eia ese ia inary Piece Wet UH urn luas pea 1K wa EERIE t as DE ETT Cet ORT th ened ras nos tr re lians rare d ADAS ES hpa a wry ery owed theese ot tiee mte re tt be bbs ae aoe es tam awe te ee ee bet e Client s main record screen Client Details x Exit A C Info Episodes LettersfEmail Attendance Notes Printouts Basic Details User Lists Paks Appointments Main Details More Details Notes Empty More Addresses e There are several pages to record extra information like names and other addresses notes etc You can also access the patients episode details and account history from here 15 3 Client episode details Client Details Episodes for Mickey Mouse Exit Edit A C Info Attendance Notes Printout Episode Details Notes Alarms To Do List Discharge Addresses TAC Documents Episode Title Post surgery ReferredBy DR SMITH Greg Treatment Rooms Prov No Phone 3351 5111 Location Payment Private Fax 3851 0719 Method Address Fee Scale Normal Initial Fee 0 00 erase PERT cantare aus sary fe OVATE He Ref Date i Expires Z 7 Usual Fee 0 00 sta Rex i ReferedTo The practice Lal l Send A C s To The client Main File Ma Usual Therapist Sam a AccidentDate 7 7 Date Started 05 06 2013 Filled in automatically after first treatment Claim File 1 Cans appointments 9 Reference Episode List Titles No s General
109. e name or staff member at the top of each diary column indicates who is being credited with the work being When you record a treatment from the diary the practitioner whose name appears at the top of that column is credited with having treated that patient x eal 2 PPMP procepuRE MANUAL Page 237 of 250 Charges Client Name Mickey Mouse A C No 20800 ate Item Code Medicare Item Description Item Number Fee Normal Fee GST Total 21 06 2013 505 Std Consultation 97 00 97 00 0 00 97 00 Start Time 24hr Duration hh mm C Add GST Standard Entries Click For Medicare Benefit Schedule MBS Initial Consultation onsu ion Extended Cc e Type of charge Treatment location Patient episode involved Payment Method Used test Hospitals Home Visits Practitioner Dr Brenda Fees scale INJURYNET Normal ih 3RD PARTY View Client Record e When you are in the charge window you will see a setting at the bottom of the charge window for the practitioner episode etc these can be changed by clicking on drop down buttons or clicking on a different location 32 2 Changing practitioner on the diary You can change the name allocated to a particular column on a particular day PPMP Diary Actions Records Find Options z Month lt Week lt Day 017107 e Click in the first column e Then click Actions e Change Column Practitioner Staff List Unspecified John Show employed s
110. e system for treatments Make quote recording system available Use Class Packs system i d Processor Use short path 4 Cancel Click PPMP Options Tick Use Class Packs System Click OK Close PPMP amp Reopen Marking a Payment Method as a Class Pack Payment Method On the PPMP Main Menu af PPMP Eec i x Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help F1 User Licence gt Fees Charges Setup p f p Change the Standard Fees Charges e Setup e Fees Charges setup e Change the standard fees charges e Click on the Setup button beside the Payment Method List List Set Normal account layout List Setup e Click on List Setup a PPMP PROCEDURE MANUAL New entry title Clas ses Fill in the New Entry Title Click Save amp Exit On the Payment Method Setup screen Payment Method Set up Payment Method list Clas ses bi Exit Normal account layout __Listsewp Ad Private AA Compensible A5 Private Portrait AS Comp Portrait AS Private Landscape Normal receipt layout AA Receipt F This Payment Method list uses Class Packs Class receipt layout A5 Portrait AS Landscape Select your class payment method Select the Account Layout Select the Receipt Layout Tick this Payment Method list uses Class Packs Select a Class Receipt layout Exit amp Save changes Page 142 of 250 a PPMP PROCEDURE MANUAL E
111. eccecceeccencecceencencecacencesceeasencecacenseseeencescesasenseseeencessesacessesneenseseeeasessesaeenceseeenseseeseesaecaes 222 et d PPMP PROCEDURE MANUAL Page 5 of 250 29 2 CHANOINE PA S UR EEEE TEA AAEE EEEE EREA 223 29 3 ACCOUNT EDITS LOCK SETTING mrrirmeru riian ANAE EEA EEE 224 29 4 ATTENDANCE NOTES AND EDITING nesssssssssessssssssserssesesssessseressersssereserrrsoerressorresrrresrrseoerrssrresorrreorrrererrooerreerrrerereeooreeerrseorreseerneeeeseeee 225 29 5 SECURITY GROUP SUR oorr E EES Poraeiinmonswne enous Linacsnannedecsieiueccausverneess 225 BO ITS E co vuneiwcasvanautuneceuvse ev astewcerwneunes sven susnouseurue sv anew ee uwneunesosanewsnnuasura sy atom Geuuneunesoveneuspouaturue sy ation Gerwneunesowaneusnoectureeswasievecounennees 226 30 1 BT Me ae SE recesses AEAEE AEAEE OA EAEE 226 30 2 AON TO ENDAN I eE eE TEOR E E EE 229 30 3 SENDING BULK SMS MESSAGES TO MULTIPLE CLIENTS ssssssossssssssseessseesssersssersesrrssorrsserrssorrsserrsserrseeersooerneerrserereeerreeorrssorrseeereeerreeere 231 30 4 DESIGN SMS TEMPLATES AND SENDING OF SIV Siccccsinsnccuedaitnstewacacaduwedcleessanddmassmesuiesidatanandie ea ae e aae 231 31 STAFF SETUP ADDITIONAL INFORMATION csscosccsccnscnsccnccnsccsccnccucccscceccesccscceccusccsccuccesccsccuccescsececcescesececcesesssseccescesssecceccs 236 31 1 SETTING STAFF NAMES ON COLUMNS o cscosicscesnsttnaedvanice Qomnaaniad sian eietousiouiaeeansunaonwauesedacieeitaconsuiieadddiene EOE E ENEAN EEN
112. ed Fan Mabile 91734566 0400123 456 0401 142 456 i Email dduck duchenterprise com mickey disneyland com J Meru Tithe Duck Or Donald Mouse Dr Rlichoey Page 196 of 250 If you need any help with Mail Merge in Word try this link http support microsoft com kb 294694 a PPMP PROCEDURE MANUAL 24 Mailout On the Main Screen PPMP PPMP Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help Account Balance Reports Activity Reports Payments Reports Banking Report GST Payments Reports I Statistics Enterprise Versioi Recalls Birthdays Discharge Summary Patient Timing Referred To Outstanding Invoices Stock Sales Appointment Cancellations Version 8 18 0 User ppm on computer KAREN PC conne To do Lists PHYSIOTHERAPY Journal Entries Reports i Physiotherapy HICAPS Summary Report Reprm HICAPS Receipt SMS Messages Sent Log pm 8 30am to 4 30pm AEST Appointments Report Uncharged Appointments Report e Go to Reports e Mailout This brings up the reports requirement page Report requirements settings Episode Details Criteria Billing History Criteria Client Details Selection Criteria User Client Classification Exit y They Chose Us includes Client Started Date Between Starting Date owonsso Build The List Ending Date 14 07 2014 Today This month Yesterday Ignore Gender Extra SOL Query Condition Post Code From 0 0 To To
113. ed Mail Pass View it is a free utility that checks your email information It can be downloaded from here http Awww snapfiles com get mailpass html Security rivacy gt Pasaword Recovery Tools Mall PassView View Email Account Information Our Rating sz yz sr ve Very Good Mail PassView allows you to vew account informaton including woemame and password for POP accounts m Outlook Express Microsof Outlook 20007003 ncrediMail Eudora and Group Mail Free Just run the program and the window will automatically Gnd and dicplay off accounts You can choose to cave all or selected accounts fo a text Me or copy to the chpboard Freeware Download e After you have downloaded amp run the program it will come up with a list of your email details PPAAP PROCEDURE MANUAL Applica Email Server Type User Password Profile Outlook karen ppmp com au mail POP3 karen kareni123 Outlook Karen ppmp com au mail bigpond com SMTP Email Setup You willbe able to change the From Name and Email and Reply Address when sending 4 massage From Name Practice Name From Email practicename bigpond com Reply To Email oracticename bigpond com mail bigpond com Usemame Password NB Emails sent through this system will NOT be listed in your Sent hams folder in your windows email tool Microsoft OutLook etc Enter these into the required fields Sate Click Save Send Test Email Click Send Test Emai
114. edicare Ciam Me 2138 amg Mouse bilirki Deo Description u Lin Pain nar Daia Cisimidis erra E PHIQ ininal Consultetion I0 Clore OS f 22014 Docking Small J oes x ADDI e Back on the Payment screen you will see that the service has been added to the same DVA Claim e Exit and return back to the Client s Account information screen if you need to Add GST Back in the Client Account Information Screen w ACO dete for Moker Me Epieoda All Lpisodes Unpoid Total 96 30 213 Deposit Held 0 00 Date Dinscriphon Bot GST Cebit GST r mdi Unpaid Balance Printed Episode Practtonnr Location OVA Claim D204 PHID P10 initial Consul I 63 590 64 590 F baama SS Stockings Small oo 98 30 E Rooms Agiiz e Select the item that requires GST e Select Ctrl G on your keyboard e This will bring up the Change button e Click Change CHE Onh ontrics with a deconption ane recorded Dean Codn Deeciption Foe XO AotToint GST Total Mehemea Cdi DAT AAA DS ciockings Small 335 00 35 00 4 50 S850 Pes e Click in the GST column this will add GST to your total e This should now be the amount that you will receive from Medicare m a Svar PPMP procepurRE MANUAL Page 34 of 250 1 7 DVA Reports Retrieve Process Payment Reports Retrieve Frocess Fayment Reports e Click Retrieve Process Payment Reports NB Select this once twice a day to check if Medicare has processed the claim s usually a 48
115. eell marss Select Waiting List Title Click Add Client to List Add any notes referring to this client Click Save Notes Exit When Appointment becomes available e Select Appointment Time on Diary PPMP Diary Appointment Existing Client F5 amp Appointment New Client F2 Appointment Types Appointment Reoccurring e Click Actions e Select Appointment from Waiting List PPMP procepurE MANUAL Page 250 of 250 Waiting Lists Chemii Hames Added J H Bicker Huti 20 Hay 201 T1505 Vat aide Hoer for Mir Mickey Mouse Hurt kres et cereal Ferrey e Select List Title e Select Client e Click OK 9 00 Mouse Mickey e Client is transferred from Waiting List to Appointment on the Diary
116. elect the class e Click OK m Classes List of Classes Pilates A 2 Clients in selected class Ban Simpson Mickey Mouse e The number in brackets indicates how many people are in the class EL PO 345 PPMP procepuRE MANUAL Page 153 of 250 14 10 Classes Treatment charges oy Appointment F6 eh Treatment Charge F7 e Click Actions or Right Click e Click Treatment Charge Classes Pilates Mickey Hours FP e Click in the box next to name Choose A Client Episode No Episode Selected General Test 1 e Select episode if prompted e Proceed with Payment as usual if not paying Click Exit a PPMP procepuRE MANUAL Page 154 of 250 ihat Simpeon F Hiokey Mouse F Vire choni iecoid Preece the space bai lo markfunmark a e Repeat until all class attendees have been treatment charged e Click OK NB If you need to cancel a treatment simply click on the tick next to their name Are you sure you want to cancel Karen Crompton class attandance e Click Yes e The charge has now been removed from their account information PPAAP PROCEDURE MANUAL Page 155 of 250 15 Client records on PPMP 15 1 Adding a new client to the computer Click HERE to watch video A new client can be added to the system in four ways This is the most common approach the program detects that they are a new patient and requires their details to be entered before cont
117. elect your client Start Dates from No 1 then select a Payment Method from No 2 and an amount from No 3 Then Build the List 24 3 Mailout User client classification If you have setup Lists in Client File More Details you can also select from these list Report requirement settings Episode Details Critorin Hilling Mishary Criorin Glont Dotals Selection Criaria User Glen Classification Weor Clataiheetiona l HobbieaSporntsfabini User Liat 2 23133 ePTFE bbEhe SSS dddda Del ad boa m Lae eee Build The Liri User Clasaiicaien Usen Classiheation 2 Shandey Masaaqe Er Ea NE ha asdadaada Select from the List you have created Build the List This report only refers to what you have selected on your List you can t combine 2 lists PPMP PROCEDURE MANUAL Choose a label design Current Selection is Mrs E Bloggs Label File LABELS1 RPT 40 turner s Alahembra Hew Tile Please ENVELOPE e Click on Print Labels or Merge Letters e Select the Label or Letter design you wish to print e Click OK NB Before doing the mailout you can edit your list There are 1 patients Ikted e Click on Yes in the Print column to change to No or click No to change back to Yes e Patient s with No selected will not be included in Labels Letters or emails They will still appear on the List if you select Print Listing only with NO in the Print Column Send SMS e You can now select to either Print
118. ent e Click Next 1 Setup PPMP Where should PFESP be installed l Setup will install PPME into the following folder To continue click Mest F you vould like to select a different folder click Prove O Progrem Files 6 PPMP At least 10 1 MB of free disk space is required e Click Next The tolder CAProgram Files 86 PPMP already exists Would you like to install to that folder anyway jt Lt e Click Yes Page 245 of 250 PPMP PROCEDURE MANUAL i Setup PPMP Select Start Menu Folder Where should Setup place the program s shortouts i Setup will create the program s shortcuts in the following Start Menu folder Te contines cick Mext F you would like bo select a different folder click Browne e Click Next We Setup PPMP Ready to Install Setup is now ready to begin installing PPMP on your computer CE Fatal to contine with the installation or dick Back f you want to review oF Destination location C Program Piles kia PMP Start Menu folder PREP e Click Install Preparing to Install Setup E preparing fo instal PPMP on your computer The following applications are using les that need to be updated by Setup Itis Pe ret ma lt rae bier preter al appa Sores After the instellabon has completed Setup wall attempt to restart he applica Bors PPMP De ret dose the appicabons e Click Next Pag
119. ent Charge F7 Note In Diary Ctri h Special Appointment Ctri S Has Arrived Ctri H Has Entered Ctri J Has Left Ctrl K Appointment Confirmed Ctrl C Move Ctri M x Cancel Del jot Print An Invoice F11 More coounting Options Cancel Previous HICAPS Transactions Ctrl x Ctrlex Todo Lists Help SMS Apt Reminders Practith e Click Actions e More Accounting Options e Record a Deposit Page 168 of 250 NB If you have selected a client on the diary then this is where the deposit will be recorded otherwise choose a client from the list Deposit paid in Client Mo Jz Episode General General TOTAL DEPOSIT AVAILABLE 0 00 Drawer Bank Card Branch Fay Type sh E Cheque Credit Crd isco y Oef epost y oo S e S y Accept but don t print a erro Medical Fund Direct Direct Deposit Medicare Total so far e Enter the amount being paid and how it was paid cash cheque etc e Select the Episode e Select a Receipt Style e Choose to Print or Accept but don t print Open up the client s details screen a PPMP procepuRE MANUAL Page 169 of 250 Deposit held 500 00 e Bottom right you will see Deposit Held e Click on Details to view Episodes deposit is related to e Check the Account Info screen is displaying the correct information Client Details Exit Edit AJC Info Episodes Hain Details Hore Details e Click Episodes
120. ent Charge amp accept payment from the patient e Ensure you have setup item codes for HICAPS in the Fee s amp charges Setup Charges Client Name BARNEY GUMBLE A C No 20827 Date Item Code Medicare Item Description Item Number Fee Normal Fee GST Total 27 06 2013 505 Std Consultation 97 00 97 00 0 00 97 00 Start Time 24hr Duration hh mm C Add GST Rivan GS RAE i e keep same total charge Standard Entries Click For Medicare Benefit Schedule MBS pitia Consultation Show standard entries Extended Consultation New Injury Consultation Re Assessment amp Treatment Accept Type of charge Treatment location Patient episode involved Payment Method Used i general I Hospitals Uninsured Home Visits Practitioner Workcover Dr Brenda Medicare Fees scale INJURYNET COMCARE Normal 3RD PARTY View Client Record Payment Client No 20827 Episode general Name GUMBLE BARNEY Date Description Amount Unpaid Paying Practitioner DYA Claimld s 27 06 2013 Std Consultation 97 00 97 00 nd 00 Dr Brenda 28 06 2013 Initial Consultation 115 00 115 00 115 00 Sam Totals 212 00 212 00 HICAPS Medicare ewe F Claim HICAPS Medicare DYA Claim Cancel HICAPS EFTPOS Payment Quote HICAPS Transactions Claim Medicare Page 42 of 250 e Double click in the paying field to enter the full payment amount select the Claim HICAPS button a PPAAP PROCEDURE MANUAL Date Description 27
121. ent s note area by highlighting the appointment EH PPMP Mary Actors Records Find Options Refresh Print Classes ail Agponteent FS Fe Treatment Charge FT F7 dof NotelnDisy Cti e Click Actions e Click Note in diary Diary Note House Mickey Requires Assistance e You should now be viewing the above screen you can add or change things in the note or mobile area 8 2 Existing client appointments Click HERE to watch video EL m 345 PPMP procepuRE MANUAL Page 117 of 250 ES PPMP May Actors Pesos Find Goto Fe ic Month lt Week lt Day 28 02 e Select the appointment day time and column where you want to put the appointment Actions Records Find Options Refresh Print Appointment Existing Client FS e Click Actions e Select Appointment Existing Client Choose a Client Name to Find OF the Required Client No mous E a m a The Choose a Client box will appear Type in Surname of client or 3 4 letters Highlight the client you want on the list Click OK the appointment will be entered on the diary 8 3 Rebooking clients from a diary appointment Click HERE to watch video ER POMP Mary Homer 3 e Select the existing appointment from the diary e Click Actions e Click Appointment e Move to where you want to put the new appointment amp Press Enter EL PO 345 PPMP PROCEDURE MANUAL 8 4 Moving appointments Click HERE to watch video
122. er Licence Key Fees Charges Setup Add Stock i am nhik a af e Click Setup e Select User License e Select View Print Registration Details e Complete the registration including Business Name amp ABN See below PPMP procepurRE MANUAL Page 79 of 250 re PPMP Registration Details PPMP Application amp Licence Details PPMP Version Date of PPMP Upgrade Licence Version No of Licenced Users Licence Expiry Date No of Currently Connected Users SMS UserName Medicare Location ID Maintenance Support Status PPMP Registration Details Business ID 2881 Check Practice Details gt Business Name PPMP Business Type Physiotherapy m PPMP 472836658 Provider Number 1300784908 Your Message if any If you are having trouble saving this information then please contact PPMP Telephone 1300 784 908 Email info ppmp com au Save e Click Save 4 4 Step 4 Fees amp charges setup NB Item Codes httos www worksafe gld gov au service providers allied health fees On the Main Screen of PPMP Ei x Diary Data Ent Setup Ad punts Batches Reports Labels Housework Services Help User Licence Fees Charges Setup gt Change the Standard Fees Charges Add Stock Item Number Fees Lists e Click Setup e Fees amp Charges Setup e Change the Standard Fees amp Charges 4 5 a PPMP PROCEDURE MANUAL Payment Method Workcover Treatment Location Entries list lt
123. ers a List Setup SMS Templates Appointment Reminder Follow Up Care Blank Template Running Late Account Overdue Appt reminder NEW CLINIC New Clinic Reminder SMS Test Template NB The table in the database is called Click Add SMSTemplates lt Client Firstname gt lt Client Surmame gt Partner of AUSTRALIAN IOTHERAPY ASSOCIATION lt Day gt lt Date gt lt Time gt lt Practitioner gt lt Client Firstnhame gt lt Client Surname gt Page 226 of 250 PPAAP PROCEDURE MANUAL Page 227 of 250 W SMS Appointment Reminders ry emplate Setup List Setup Appointment Reminder mual SM5 Templates Follow Up Care Blank Template Running Late Title Account Overdue Appt reminder NEW CLINIC New Clinic Reminder SMS Test Template Dap Date gt lt Time gt Prachtioner gt Client Firstname Clent Surname e Type in title for new SMS template e Click save SMS Appointment Reminders Slemplate Setup Appointment Reminder Follow Up Care Blank Template Running Late Account Overdue Appt reminder NEW CLINIC New Clinic Reminder SMS Test Template Good day lt Client Firstname gt lt Client Surname gt just a reminder you have an lt Day gt appointment on lt Day gt lt Date gt at lt Time with lt Practitioner gt lt Add To Template lt Time gt lt Practitioner gt lt Client Firstname gt lt Client Surname gt type
124. esign your Accounts or Design your Receipts Account layout setup Available styles layouts Exit Normal Account 44 Compensation Accounts A4G5T Private Choose a Layout Ad PDF A5 Private Portrait Add new A5 Comp Portrait A5 GST Private Landscape Style Details Page 1 45 Comp Portrait Style Details Page 2 Work on the Layout Style name Normal Account Message printed at the bottom of the form if ary Please pay this account within 7 days Thank you 7 g Ja PPMP procepurRE MANUAL Page 93 of 250 AS Private Portrait 45 Comp Portrait 45 GST Private Landscape 45 Comp Portrait Hew account layout Work on the Layout Style name Hew account layout Message printed at the bottom of the form if any e Or select a design from the list e You can rename your account here by typing over it in style name e You can also add a message to the bottom Fj Account layout setup Available styles layouts 44 Compensible AS Private Portrait Choose a Layout 45 Comp Portrait A5 Private Landscape 45 Comp Portrait Style Details Page 1 Style Details Page 2 Work on the Layout Style name PPHP Accounts Message printed at the bottom of the form if any Thank you for visiting PPHP e When your happy with your selection click work on the layout Page 94 of 250 TAX INVOICE ABN oice No Reference_No To
125. etails Payment Method DVA Medicare Provider No 0718645Y Save Provider No Details To All Payment Methods z Hicaps Ls Provider Group Type Physiotherapy View Hicaps Item Number List td View Tyro Item Number List R Service Type Code S Specialist Tyro Service Type Code S Specialist x Medicare Online Claim Type DYA Allied Health RJE Claim Service Type J DYA Allied Address Select the staff member from the list Click Provider No s TAB Select the Treatment Location These steps must be repeated for each Treatment Location Select Payment Method DVA Medicare Enter the Provider Number Select Hicaps Provider Group Type Physiotherapy Select Hicaps Service Type Code Specialist Select Tyro Service Type Code Specialist Under MedicareOnline Claim Type select DVA Allied Health Claim Service Type Select J DVA Allied Unless your Profession is actually listed Press Save Provider No Details to All Payment Methods Repeat for each Staff Member amp each Treatment Location Page 17 of 250 m J ma Em J PPMP procenure MANUAL Page 18 of 250 1 2 Setting up DVA clients and verification Open client file m Client Details Exit Edit A C Info Episodes Letters Email eNotes Attendance Notes Printouts Basic Details Main Details More Details Notes Empty More Addresses SMS History Title Mr i Gender Male Client t 5 TARANIN Arist
126. ete Referral Period amp Referral Provider Click Save amp Go Back PPMP PROCEDURE MANUAL Page 29 of 250 Pani Te anm F e DO NOT SUBMIT TO MEDICARE e Click Exit Date Description 277012013 Std Consultation SA2013 Triavol 8 76 cents parr km over the frat e Back on the Payment screen e Double Click in the Paying Field next to travel charge e Click Medicare DVA Claim Claim Voucher Service ServiceDate Hem Trans 1 1272013 PHZ0 313600 e Select the same Claim Voucher e Under the Services Claim Click Add tem Charge Amount Distance Kms Make sure Item has KM e Remove the Charge Amount Insert TOTAL Distance Kms DVA will pay less 10 km s Click Save amp Go Back Services Claim Voucher Service ServiceDate __Item Trans ADDS5 1 2771172013 PH20 313600 A0095 a ee 27 11 2013 313601 Note the service 2 Km has been added to the same voucher claim as the original service fee PPMP PROCEDURE MANUAL Submit Claim ta Medicare e Click Submit to Medicare 1 6 How to record stock NB DVA ADD GST TO THE STOCK ITEM AT THE TIME OF PAYMENT When recording Stock ADD it to the same Claim amp Voucher as the Treatment EJ PPMP Diary Actions Records Find Options Refresh Print Classes ToDo Lists Waiting Lists SMS Apt isMonth lt Week lt Day zanveors Wed dey gt Week gt me John 1 1 Miata Ta Pie fictrdan e Right Cl
127. fied Submitted Date From 05 07 2013 gt 12 07 2013 Processed Report From 0507 2013 12 07 2013 0507 2013 12 07 2013 Payment Report From Claims DateCreated Claim __ PayeeProvidertt_ Submission Date Processed Date Payment Date Claim Type 12Jui 2013 Ao006 2413101A CDA Allied Health 12 Jul 2013 ADDD6 2413101A Vouchers DYA Allied Health Claimit Voucher PatientName 0 Veteranth Services Claimit Vouchertt_Servicett ServiceDate__Item t Transit e Under Claims Click Add e A New Claim will be added Submit Claim to Medicare View Client Voucher Retrieve Process Payment Reports View Claim Process Report View Claim Payment Report Page 22 of 250 PPMP PROCEDURE MANUAL Vouchers DVA Claims DYA Claim Details Under Vouchers Click Add Medicare Claim Type Medicare Claim Service Type m Youcher Details Voucher Id Patient First Name Patient Family Name Patient Date Of Birth dd mm yyypy Patient Address Locality Patient Address Postcode Veteran File Practitioner Servicing Provider Accepted Disability Description Dva Allied Health lJ DVA Allied fi DAVID GABRIEL x 1170471976 Gender Male SS 3040 Rna a Andrew Hahne z f 234566g C Female Service rendered in hospital White Card holder Include Referral Request Detail
128. for Appointment Reminder Messages Template Good day lt Client Firstname gt lt Client Surname just a reminder you have A lt Day gt an appointment on lt Day gt lt Date gt at lt Time gt with lt Practitioner a lt Date gt Please call us on 1300 784 908 if you cannot attend lt Time gt lt Practitioner gt ooo lt Client Firstname gt lt Client Surname gt Displayed is message size and information that it the SMS will be sent as 2 messages p Appointment List Order Order By Column Im Order By Time I lt ll gt Save Template Page 228 of 250 PPMP procepuRE MANUAL Page 229 of 250 31 2 How to send an SMS There are a number of ways to send an SMS e First select the patient or patients you with to send an SMS to e Either individually S Mouse Mickey OR e Select the whole column by clicking on the practitioner name The whole column will be highlighted e Next on the PPMP Diary page you will see the menu SMS Apt Reminders Classes ToDo Lists Waiting Lists SMS Apt Reminders Switch Diary View Help i Day gt week gt K8 For Currently Selected Appointments For All On A Specified Date For All On Tomorrow s Page Send an SMS 5M5 Messages Sent Log SMS sending options found here as 945am_ well as the SMS messagelog 10 00am O O O 10 15am e The top 3 options will bring you up the template window that you have already set up
129. g is taking place m Ss l ea a PPMP PROCEDURE MANUAL 6 8 Email accounts 6 9 Email accounts Stage 1 On the Main Menu PPMP Supply the settings that will be used to decide who should receive an account Diary Data Entry Setup Accounts Batches Reports Labels Houses Print Accounts Transmit TAC EDI Accounts Transmit Medicare DVA Claims Transmit OLD WorkCover Accounts SMS Overdue Amounts Entarnrica Click Accounts Click Print Accounts m Account Print Run Payment Methods Workers Compensation Yet Affairs TAC EPC Classes Select the payment methods to be included in this run Account Layout printed Compensible Private New account layout New account layout Choose what account layout you want used Only one account style can be chosen at a time Treatment locations Rooms Hospital Home Yisits No need to choose a Treatment Location all will be included Skip anyone who has had an account sued after this date m 70672013 Page 105 of 250 The cut off date will automatically load a one week cut off skip anyone who received an account in the last week Controlling which charges are itemized E a PPMP procepuRE MANUAL Page 106 of 250 Skip if there are no new charges Skip if there is no claim number e You can choose to skip patients if there are no new charges or no claim number There are two mutually exclusive approaches to the acc
130. g1 to Flag2 0 OR If you are after a list of clients that do not have Flag 1 ticked change Flag1 0 PPMP PROCEDURE MANUAL 23 List and labels You can print lists labels for doctors clients or whoever you have in your addresses lists 23 1 Lables setup On the PPMP main menu Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help Print labels e Go to Labels e Design Labels Chease a bbe deena Cunenthy Selected Label Label Tithe Label 1 Label File Labels6 npt e Click Add New Label Please enter a new Label Title e Give the New Label a Name e Click OK Currently Selected Label Label Tithe Mailout Label File Labels rpi e Select the New Label e Click Edit Page 188 of 250 PPMP PROCEDURE MANUAL Chose o bbell desn Currently Selected Label Label Tithe Or Address Label Label File LblsAdrsS_rpt Defaut Doctors Address Label a r AOOres Lal Select Label Click OK Pamen tonn To o MT T TLN Welcanse to the project witard Teas arcana bead ao che by Hep ngaahi ther peon of ree erect To stings chick thee Mest bumon Tar ep on Hap mpy bo yaar Mae ur See ret Spend aed Gar LEF Copal chests of a psec fires label terial Wizard will guide you through the Label setup Click Next Printer Paie tor gl ppt HP Blacks fi Withee Dipta F borce Page Format i porn Select Printer Click Next Pag
131. harge Item Code No 300079 Ok BarCode Cancel Medicare Code Cancel Description 300079 Telephone with CA re Treatment Schedule Fee inc GST 25 25 GST is Applicable Schedule Fee excl GST 25 25 GST 0 00 Build your list of additional charges Give each stock item an Item Code No eg 300079 Enter a generic comment matching the code such as 300079 Telephone with CA re Treatment Enter the Schedule Fee inc GST Tick the GST box if you want this item to automatically have GST added each time that it is used You can add stock in and as you use this item to sell stock it will reduce the level on hand PPMP PROCEDURE MANUAL To add an addition charge to a client file From the diary page of PPMP e Select the client 5 Appointment F6 Treatment Charge F7 Note In Diary Ctri N Special Appointment Ctri S Has Arrived Ctri H rie j Appointment Confirmed Ctrl C Move Ctri M Cancel Del e Click Actions or Right Click on client s name e Select Additional Charges ee Blank this line Line 1 Standard charges View A C Hist Pg Down Total GST Client Episode Broken L arm Pilates TX NetTotal GST Total MedicareCode Page 87 of 250 e lf you are charging for an item that has already been entered into the system gt Click Standard Charges otherwise you can enter the charge straight into the fields provided 300079 300079 Telephone with CA re
132. harged Episodes List Birthdays Clients Needing Referral Thanks letter SMS Messages Sent Log Clients Needing Discharge Letters Current Melbourne Time 1 Who Hasn t Been Client Alarms Listing Deceased Patients New Client Account Statistics e Select Reports e Select Lists e Select Client Email Addresses for Exporting Report Requirements Settings Client Attended Between Date of First Contact Starting Date W 7201 5 x i Starting Date 0170171980 Ending Date 9206 2015 Ending Date 0270672015 v e Select date range usually Client Attended Between date e Click Display PPMP procepuRE MANUAL Page 177 of 250 Chents With Email Addresses x amp Fi m z M 4 Preview e The following screen appears w Clents With Email Addresses e Click the export icon e Select MS Excel 97 2000 from the drop down list e Click OK ae as j 2 Se PPMP procepuRE MANUAL Page 178 of 250 Column width Column width based on objects in the Whole Report Constant column width in points 36 0 Export Page Header and Page Footer Page range C Create page breaks for each page Apages _ Convert date values to strings From fo To fo e The following screen appears e Click OK w OO MM Desktop gt v 4 Search Desktop Organize v New folder A Ft Favorites E Libraries B Mandy George jE Computer E Recent Plac G Network Libraries E Documents A Music E P
133. hour turn around by Medicare If a claim has been processed and or paid then PPMP will display the relevant date on the main screen beside the applicable claim View amp Print Client Vouchers Patient Copy View Client Youcher e Click View Client Voucher Department of Veterans Affairs Health Practitioner Service Voucher e Print this and give a copy to the Patient if requested View Claim Process Report View Clain Process Report e Click Claim Process Report RI ia 355 PPMP procepurRE MANUAL Page 35 of 250 e The report displays details of the selected Claim that have been submitted to Medicare View Payment Report View Claim Payment Report e Click on View Claim Payment Report Would you like to include the DVA Claim Processing details e Selecting Yes will give you detailed report e No will give a summary Chime Ager OVA aed Health Poe Dae Seid Paymai Date Seni feria 4 Gem U anemiei C naa tio Ta i Tanpa SEE i eia pP ri E OLL S gk a e Report displays Claims that have been paid e Exit To View Transmit Claims On the Main Screen of PPMP a PPMP procepurRE MANUAL Page 36 of 250 PPMP Print Accounts Transmit TAC EDI Accounts certified software CONNECT Enterprise Version User pomp connected to PMPDATA on LOCAL Version 8 0 2 Profile DEFAULT hb Telephone 1300 784 908 Facsimile 1300 784 906 il i p com au AUSTRALIAN
134. icare Claim Type Medicare Claim Service Type Voucher Details Voucher Id Patient First Name Patient Family Name Patient Date Of Birth dd mm yyyy Patient Address Locality Patient Address Postcode Veteran File Practitioner Servicing Provider Accepted Disability Description DYA Allied Health DYA Speech Pathology Aristotle Amadololis 19 08 1976 Gender Male Female Melbourne 3000 87654351 C Service rendered in hospital White Card holder Back Service Details Service Id Date Of Service dd mm yppyy ltem Charge Amount Distance Kms Service Test Account Reference H Admission Date dd mm pyyy Discharge Date dd mmyyyy Equipment Id No of Patients Seen he oh Testi Upper or Lower Jaw Type Notical Re iction Override the service rendered are for a White Card holder and the service is in accordance with the White Card Condition Save amp Go Back Cancel Self Deemed Service Type Time of Service hh mm 24hr Time Duration in 15min intervals C Provision for second medical grade footwear 2 09 2015 H20 98 50 O 2 709 2015 O 2 09 2015 Tooth Number 00 00 fa E C Practitioner attended patient on more than one occasion on
135. ick e Treatment Charge Choose A Client Episode No Episode Selected Beck e Select Episode if requested Glent Name Mickey Mouse AIC No 2138 Dinter him Codi Modena Mert Doseriptien item Numba Feo Noma Feo GST Total fine PHI Initin Goneulinton bi 1 tei thw Stat Time Ah Duration him Add GST Rovere GST stalus keep same bnl change Standard E nines PHIU Inthiol Coneulinhon PH Stondord Coneulinton PHRI Group Hydrothornpry PHO Extended Coneulinion Home PHI0 Extended Coneulintion PHS Phyein Trootmont Aide ee Accopl Accapl Boy Additional Charge e Click Accept amp Additional Charge Charges bor Micky Hia NE Oniy entries with n doseripien nro rocardnd Doscriphon Feo X NetTotsl GST Total ModicarnCode 0 nk tnis tino Lino 1 View NC Ht Pq Up Pa Deven Total GST e Click Standard Charges Page 30 of 250 a PPMP procepurRE MANUAL Page 31 of 250 Click OK NB DO NOT ADD GST TO THE CHARGE AT THIS STAGE if GST is required you need to add it AFTER you have submitted to Medicare as they add GST to your total billed i Charges for Miey Mouar NO Onty ontrios with a deconplion are recorded Devin Coda ODeecnpion Fos X Total Meilicar Codi EES ra ILE s Mockings Small 35 00 PHs Blonk this line Line 1 Tanda chorqes Wire AVC HIH et a quote Pa Up Pq Gown Sian Liat Type of charge ifs Reece lick Clare Grebchen DWA Groups Julie Judy PTE Cl
136. ick Accept OK OR OK receipt to go straight to payment screen Back on the Diary if you chose Account OK Fack Sale ba Print An Invoice F11 Go to Actions Payment Submission Date Processed Date Payment Date Claim Type I DWA Aed Health 23 Now 2013 ADS 5 i EEN Click Add to add the claim Claim Vouchort Pelien Hame Werrand Click Add to add the voucher Make sure all fields are filled in don t forget to delete Referral Period amp Referral Provider number unless they are White Card Holder Click Save amp Go Back PPMP PROCEDURE MANUAL IA Cime ee p Beara riria Cresson Dais Poe mnr es a Tisma e DO NOT SUBMIT TO MEDICARE e Click Exit Biecount Entry by Totala 98 30 l 35 00 a HICAPS Medicare l Edi Erir Paying Goma H Modicore OVA Cinim Caim HICAPT Back on the Payment screen Double Click in the Paying Field next to Additional Charge Click Medicare DVA Claim 26 Nov 2014 Anoe Page 32 of 250 claim term Charge Amount i e Make sure Item number is present l m PPMP procenure MANUAL Page 33 of 250 Save amp Go Back e Click Save amp Go Back Services 2 Claim YVoucherf Servicef ServiceDate Item Trans IE 02 12 2014 PH10 33892 2 0271272014 PH34 336435 e Note the 2 services have been added to the same voucher Submit Claim to Medicare e Click Submit to M
137. ictures F Videos 1 Computer amp Local Disk C CS DVD RW Drive D G2 Mandy servert File name client email addresses Save as type MS Excel 97 2000 Workbook xis Hide Folders e Select Where you want to save the file e Name the file to what you want e Click Save wl client email addresses e You should now be able to find your file where you saved it to merge into your email client m PPMP procenure MANUAL Page 179 of 250 21 2 Email setup On the Main Menu PPMP Diary Data Entry Setup Accounts Batches Reports Labe User Licence Fees Charges Setup Add Stock Account and Receipt Printing Setup Addresses amp Staff Computer Resource Usage Diary Layout and Colour Passwords Client Record Lists Setup Receipt Group Setup Presenting Problem Coding e Click Setup e Click Internal Email System Email Sebup You will be able to change the From Name and Email and Reply Address when sending 4 message From Name Practice Name From Email practicename bigpond com Reply To Email practicename bigpond com SMTP Server mail bigpond com Usemame Password oe About SMTP Server NB Emails sent through this system will NOT be listed in your Sent tams folder in your windows email tool Microsoft OutLook etc e All fields must be filled in on the above screen If you are unsure of any of this information you can download a program to tell you this The program is call
138. ill increase e Puta number in the field beside the Number of Rx warnings and a small message in the message field m L J33 PPMP procenure MANUAL Page 114 of 250 e When the client comes within the last 2 of these treatments their name will appear in a light red pink background with the Number of remaining approved treatments beside it ri Treatment Countr alarm See Alarm message below New Referral Reqd e By entering the date after the number of treatments this allows you to set a number of treatments within a certain time frame and a small message in the message field Therefore once the patient has been charged for the number of treatments set in the alarm section before the optional date you will receive the message as a warning e When they exceed the Number of approved treatments their name will appear in red with a negative number beside it 7 2 Repeated Appointments Warn me every amp thvisit Starting from visit 1 New Referral Required e f you want to be reminded every so many appointments e g if you wanted to review a case say every 6 visit Episode Treatment Repeated x A New Referral Required e This alarm is triggered at the time the treatment is recorded charged 7 3 New Appointment EL wa Jas PPMP procenure MANUAL Page 115 of 250 Warn if new appointment is after this date 1 070472012 Message New Referral Required e Enter a date in the Warn if ne
139. imes List button when you are happy Diary Times Listing Diary Times List Delete Row Your diary will have 3 lines rows Task List Staff Diary Practitioners Diary Times Listing Fees amp Charges Address amp Practice Info Closing Message e Diary Times List using the insert or delete buttons setup your diary times e Click Save Times List Diary Data Entry Setup Accounts Batches Enterprise Versio User ppmp connected to PMPDATA on lo PPMP Physiotherapy e Click OK Diary times list save Email inf Reports Labels Housework Services Help Partner of Telephone 1300 784 908 oe A Facsimile 1300 784 906 W 1P com au AUSTRALIAN Website www ppmp com au PHYSIOTHERAPY ASSOCIATION Page 9 of 250 PPMP PROCEDURE MANUAL Click Next Task Go To The Fees amp Charges Setup Window Click Go to the Fees amp Charges Setup Window Payment Method Set up Payment Method list List Setu Normal account layout e Pi tf nrk crower I Click on the set up button for Payment Methods List Setup Click on List Setup Available Payment Methods List Management CHS Uninsured Private Workcover Medicare DYA IHNJURYHET COMCARE 3RD PARTY Add or delete Payment Methods Click Add and make your own payment methods list e g Private Workcover Page 10 of 250 Move these into your order of preference by clicking o
140. information you want here irori foilde Tavs e Select the template in the list you want to setup and type in the information you require e Click save template NB The Approximate message size will also be displayed and how many messages you will be charged for see examples below GEG Q a E Ka B a E PPMP PROCEDURE MANUAL SMS Appointment Reminders rem im Px Jemplate Setup Template List Appointment Reminder Follow Up Care Add New Template Blank Template Running Late Account Overdue Appt reminder NEW CLINIC New Clinic Reminder SMS Test Template Approx Message Size 133 Message size displyed here Merge Fields for Appointment Reminder Messages Template Good day Client Firstname gt Client Surname just a reminder you have lt Day gt an appointment on Day gt lt Date gt at lt Time with lt Practitioner 7 lt Add To Template Dater lt Time gt lt Chent Firstname gt Client Surname Ca Appointment List Order C Order By Column tal Onder By Time ESI gt Save Template ppointment Reminders emplate Setup Template List Se Follow Up Care Add New Template Blank Template Running Lat SMS s greater than 160 Characters will be sent and eae Sis charged as 2 messages Appt reminder NEW CLINIC Approx Message Size 185 New Clinic Reminder SMS Test Template Merge Fields
141. inuing The First Option e Click on the appointment for a new client on the diary PPMP Diary Actions Records Find Options Refresh Print Clas 2 Appointment F6 f Treatment Charge F7 e Click Actions e Click Treatment Charge l w Client Details ia Lomari Bome Dia U a Pa Appel Main Detoils More Cetoils Motes More Addpoases GMS History hii a Chen Aancard Hi GUMAmME piogas Home Shiwn Mouse Mick iy On Diar Firat Mickoy Hames Phone Work Mudd ross Forma binbin Law Email Agdditii 0 0 8 Ji Camminta li Unbe lariod fi Occupation waa Thy Chose Ls Kedia Feros wiae Lhat Rat Madicare Ho Shon Ponana EG O Full OVA Olid OVA Feng x Dates bio gi nist e Fill in client details see Entering Client Details below e Click Exit 2 Add this New Patient to the files Cancel dont exit m ia 4 PPMP procepurRE MANUAL Page 156 of 250 e Click Yes PPMP o Now adding general episode a e Click OK Episodes for Mickey Mouse Exit Edit A C Info Attendance Notes Printout Episode Details Notes Alarms To Do List Discharge Addresses TAC Documents Episode Title Post surgery ReferredBy DR SMITH Greg aal Treatment Rooms Pos Na Phone 3351 5111 Location Payment Private r Fax 3851 0719 Method Address Fee Scale Normal Add to Initial Fee 0 00 fase SO AF ess nur san fo avenue fhe Ref Date i Expires A Usual Fee 0 00
142. is there SO you can instruct the program to print a certain number of accounts and then pause for up to a minute Wait 10 seconds after every 5 account These numbers are changed by clicking on them and typing in the desired number Wait i seconds after every 0 account e You can disable this option by setting the delay or the number of accounts to 0 this means you will not be able to print anything else until your account print run has finished 6 5 Print Accounts e Press the Print accounts button to print the accounts e The program will start at the top of the list and print an account for each entry that has a Yes in the Print column of the list As each account is printed the Yes will change to No 6 6 Pausing or stopping the print run e When printing starts a Pause button will appear e Pressing this button at any time will have the printing process complete the account it is working on and then stop and return to the print list as at the end of Stage Two e You can restart printing by pressing the Print accounts button again e Already printed entries will be skipped as their print status will now read No You can request any of these entries by changing their No status back to Yes by clicking on the No 6 7 Change the print delay settings during printing You can change the delay time the number of accounts printed between delays or disable this facility while the printin
143. ke you can select no and nothing will be canceled Select YES if you are sure you want to cancel this appointment You will now be given an option list to record the reason for the cancelation Select the reason and click ok Cancellation for George Mandy Unable to attend Did not attend No treat t required Work Commitments Couldn t wait any longer 7 Don t know Don t record cancellation Indicate a reason for the cancellation to not record the cancellation in the cliants file press Esc or click on the button above 9 Appointment types Go to Setup on the Main Menu Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help User Lidence KF Fees Charges Setup k n HHEAPS O Account and Receipt Printing Setup Addresses certified software CON NECT Staff EnterplcomuterResource usage e Computer Resource a General Settings Window Styles General eNotes Networking SMS HICAPS 15 yh if 1 1 PPMP Optons Program Links More PPMP Opt Backup Options 1st Available Use Appointment Types e Click PPMP Options e Tick Use Appointment Types Page 119 of 250 Jad PPMP procepurE MANUAL Click OK Close PPMP and Re Open On the Main Menu Diary Data Entry Setup Accounts Batches Reports Labe User Licence b Fees Charges Setup r Add Stock Account and Receipt Printing Setup Addresses Go to Setup Staff Sawa steti
144. l m Send Email Send Message Io practicename bigpond com Message Subectt TEST A test message PPMP Vv Setup Athach a file Browse Progress EMail Settings From Name Fracice Mame From Email pracicename bigpond com Reply To Email sracticename bigpond com Put a Message Subject Title TEST A brief description will automatically be inserted into the message box Page 180 of 250 a PPMP procepuRE MANUAL Page 181 of 250 Send Message e Click Send Message Send Successfull e Check your email the test email should be in your inbox 21 3 Sending emails You can send individual emails or bulk emails Send Individual Emails In the Client Details Screen i gt Client Details Edt Edit A C Info Episodes Letters Email eNotes Attendance Notes Ptr Letters Main Details More Deta Send An Erali ore Addresses Title Mo Gender Stun Diary Name Mouse Mickey Surname FirstName Mickey ie OOO S O Complete mi Address info ppmp com au e Click on Letters Email e Click Send Email bAessage Insert Options Format Text Review Calibri Gody 11 A a i f Paste 3 Bru A G i WF Format Painter u Se obs a jE Chpboard z Basic Test infogipornp com _au Subject Mouse Mickey Type your email e Type your message and then Click send im ap J 33 ad a EES PPMP procepuRE MANUAL Page 182 of 250 21 4 Bulk email On the
145. leted successfully e Click Exit Page 19 of 250 If there are differences between the data you submit and what Medicare have on file you will get the below screen Pesce Sau ledgers el eee ge Cart The weeded eae bees et eed iea het abe het Pee CR ey pete Plasee chad Ghee ination HUE ard ugelahe pour aeaii Heime orien Patari ei Fant Hame TUe e Click Update Patient Details Confirmation Update dient record with the information returned from the Medicare Ondine System Sd e Click Yes a PPAAP PROCEDURE MANUAL F Client Details Exit Edit A C Info Episodes Letters Email eNotes Attendance Notes Printouts Basic Details Packs Appointments Hain Details More Details Hotes Empty Hore Addresses SMS History Title Mr se Gender Male a Salutation Chent 5 Dear Aristotle i Phone Work 9988774452 Diary Hame Amadololis Aristotle Surname Amadololis First Name Aristotle HiddleName Complete Comments etc Postcode Pensioner No Safety Net Home Mobile 0400000000 Eax D O B 19 08 1976 Private Health Card No Yeteran Alfanrs No 97654351 Medicare Ventication Patient Yentication Date Veteran Yertication Date e Close Client Details screen and save changes Page 20 of 250 m 345 PPMP procepurRE MANUAL Page 21 of 250 1 3 Treatment charging recording and transmitting the voucher e Right c
146. lick on Client Name on Diary e Select Treatment Charge Charges Client Name Tim Johhanna A C No 20905 Date Item Code Medicare Iltem Description Item Number Fee Normal Fee GST Total 12 07 2013 PH20 Std Consultation PH20 55 00 55 00 0 00 55 00 Start Time 24hr Duration hh mm C Add GST Parara CSLI keep same total charge Standard Entries Std Consultation PH20 Click For Medicare Benefit Schedule MBS Extended Consultation PH30 Show standard entries Accept Type of charge Treatment location Patient episode involved Payment Method Used CT Back Uninsured New Treatments Hospitals CRS Home Visits Private Workcover John Medicare Practitioner Fees scale INJURYNET COMCARE Normal i 3RD PARTY View Client Record e Make sure there is an Item Number under Medicare Item e Treatment Charge as normal e Click Accept and Pay From the Payment screen Payment Client No 5 Episode L Hand Name Amadololis Aristotle Date Description Amount Paying Practitioner Claimld Batch 08 06 2015 Standard Consutation 90 00 90 00 Daisy 2670872015 test for Karen 100 00 Daisy 01 09 2015 Standard Consultation 98 50 98 50 Minnie Totals 288 50 188 50 Medicare DYA Claim e Double Click in the Paying field Medicare DYA Claim PPAAP PROCEDURE MANUAL r Click on Medicare DVA Claim amp Medicare Online DVA DYA Claims DVA Claim Details Search Criteria Creation D
147. ll be taken from Episode screen Make sure ALL Fields are filled in Click Save amp Go Back Submit Claim to Medicare Click Submit to Medicare 1 5 How to record travel Km s NB DVA do not pay the first 10km s When recording Travel ADD it to the same Claim amp Voucher as the Treatment EH PPMP Diary Actions Records Find Options Refresh Print Classes ToDo Lists Waiting Lists storm ewer Leben emen Wed om gt we Mo John 1 1 9 00am 9 15am 9 30am 9 45am 10 00am Right Click Treatment Charge inte Ta ieee bed PPMP procepurRE MANUAL Page 28 of 250 Choose A Client Episode Mo Episode Selected Back Shoulder Select Episode if requested Client Name JOHHANNA TIM AIC Mo 20873 Date _ hem Code Medicom ham Description zon 1z 0l 3 PHZ Std Consultation Short Time 24he Duration hhomen Standard Ertrigs initial Coon wulet m Std Cins ulhal an Extended Qonaultiation Traral Click Accept amp More Or Accept amp Additional Charge if Travel charges are on your Item No Fee Lists Description 27 11 2013 Std Consultation 27 11 2013 Travel 76 cents per km over the first Double Click in the Paying Column to record the payment for the Treatment Click Medicare DVA Claim Submission Date Processed Date Payment Date Gaim Type OVA Allied Hrahh Click Add to add the voucher Make sure all fields are filled in don t forget to del
148. ll be taken to the Staf Setup window Please enter the names of he practitioners you wish to be able ta make appointments for and bill work for in the program The above window appears Task List Stalf Sis Tan Pie Shel E tation Click on Go to the Staff Setup window Click Add New Page 6 of 250 EL B Ja PPMP PROCEDURE MANUAL Page 7 of 250 Details Provider Nos Appointment Types 1st Available Staff Ho 4 Currently employed Name Hickey House Name to show on accounts Mickey house Name to show on the diary Hickey Login Details Login Hickey Password User Security Level Ho Restrictions Charge Types Used optional For treatments ear Charge Ted Selections For Other Charges e Enter their FULL NAME amp and the name you want to show on the diary Click Save save the changes e Click Yes Treatment Location o Rooms Save Provider No Details Payment Method Save Provider No Details Not P Method Specific To All Payment Methods Provider No 123455M Hicaps Provider Group Type aa View Hicaps Item Number List mp Service Type Code 5 Specialist Tyro Service Type Code 5 Specialist View yro Item Number List Medicare Online Claim Type DYA Pless S Ined s Claim Service Type O General Services Address Click Provider Nos Tab Enter Provider Numbers Save Provider No Details e Click Save Provider No Details to All Pa
149. ments Episode Title T Referred By Dr Scott Phillips Treatment Rooms m Prov No 123456MM Phone 1300784908 Location Payment l wraskcover e Fax 1300784906 giclee Address Po Box 102 Fee Scale Normal v Ivanhoe Melb IC 3079 Initial Fee 0 00 8372 SAAT unbss PN ma fo overnite the Ref Date i Expires Z 7 Usual Fee 0 00 Sar Ees Send A C s To Episode Other Addr s X Accident Date 7 7 Date Started 25 07 2013 Filled in automatically t after first treatment Claim File 1 123456789y anx appointments fj Reference Episode List Titles No s 2 Presenting Problem s Back Referred To The practice Usual Therapist Mickey New Episode Delete Selected e Fill in the episode details e Change the Send A C s to Episode Other Addr s 4 e Enter the claim number in Claim File Reference No s 1 Exit A C Info Attendance Notes Printout Episode Details Notes Alarms To Do List Discharge Addres TAC N A OTAC TAC Client Details Service Location Address 1 Address 2 R Rooms hi Suburb T own PostCode Clear Charges for ReTransmission WorkCover Type WorkCover QLD v Claim 12345678Sy e Click the EDI Tab e For Type Select WorkCover QLD e Enter the Claim number e Click exit e Save the changes Page 81 of 250 PPMP PROCEDURE MANUAL 4 6 Billing a patient Click HERE to watch videook oDo Lists Waiting Lists SMS Apt Reminders Switch Diary View Help Week
150. meus be boqeed in as an Adirenicinitce te aa this tumoli Tapp Bap Egg cay eee peice e Click on Restore Database or Select Backup Zip File e Select Removable Disk Drive or where browse to where backup is stored a PPMP PROCEDURE MANUAL L PPMP 080ct2014 08 10 2014 11 31 Compressed zipp po tes i e Click on the file and Open mw Restore Backup NOTE ou must be logged in as an Administrator to use this function Select the fleas you want restored Flajs Selaci Backup Zip File PMPOATA 080c0201 4 bak O Restore Files Restore Database e Click Restore Database CAUTION Restoring the database will REPLACE the data file cunently active You will lose any data added since the backup was performed Do you wish to continue Page 132 of 250 e You will get a warning to make sure you are not restoring over your current database otherwise you may lose some data e Click Yes WARNING You will lose any existing data entered from the time you made this backup Please be sure before you continue this operation cannot be undone Lor Lucene e You will get another warning e Click OK Making a copy of the LIVE database please wait NOTE You must be logged in as an Administrator to use this function e Note Making a copy of the Live Database Finshed Restoring Database e Click OK 23 PPMP PROCEDURE MANUAL Back on the Restore Backup Scree
151. n a Restore Backup NOTE You must be logged in as an Administrator to use this function Select fag fies yia went oslo F Ratna fcetl ire F Raipa cnet ae F feimni rpi F Paipai l F feiereg bee F Raipa ad F felens rpi F Raipa oa F feiesso bere F Raipa ae F Peleecis rpi F Raia oa F feies ies F Raipa pia ad F Reimes rpi F Paipai a F friesii len F Riiaga ene hps F Reesen pe F Patarin pis rpi F Pokeesc uniom dct F Raipa Cui bet F Pokers Deia fb gt o Ay TH All Chose Beinn To restore the Files change the selection from Database to Restore Files Click Restore Files Oo Finshed Restoring Files Click OK Click Exit Close and re open PPMP Select Bockep Zp Fue Geng Flee Reston Daabast Poaeiere Fabia Page 133 of 250 23 PPMP PROCEDURE MANUAL 12 Changing fees in PPMP If you are wanting to keep you current clients on the current fees for little while longer On the Main Menu PPAP Karen s Main Men Dany Daa Entry Setup Accounts Beiches Reports Labels Howsevwewk Services Help Change the Standard Fees Charges hem Humber Fees Lists Account and Receipd Printing Setup keep Current Clients On Current Treatment Fees Fulda Move All Onto The Current Treatment Fees e Click Setup e Fees amp Charges Setup e Keep Current Clients on the Current Treatment Fees Gy PPMP Karen s Main Menu Data Entry Setup Accounts
152. n Screen of PPMP e Select Setup e Select Computer Resource Usage e Select the WorkCover tab to enter the appropriate information Window Styles i General i eNotes i Networking SMS i EFTPOS PPMP Options Program Links More PPMP Op Backup Options WorkCover State T erritory Policy Number PS900000003 URL https acols workcoverqld com au ols api providerlnvoiceU pload API Client Key 2b692645 71c6 4b32 b0e4 40af04991b6a UserName B2B_P9900000003 Password Test API Connectivity Cancel State Territory QLD Policy Number WorkCover Queensland Supplied URL PPMP Supplied API Client Key PPMP Supplied User Name WorkCover Queensland Supplied Password WorkCover Queensland Supplied e Save the configuration amp then press Test API Connectivity PPAAP PROCEDURE MANUAL Page 78 of 250 WorkCover QLD Interfac Sending Transactions To The WorkCover QLD System Please Wait e Please wait while the system initiates a test The WorkCover API is up and running Select and Submit your invoice items when you are ready to proceed e The follow screen is displayed if successful Press ok e f you plan to lodge on more than one terminal please repeat Step 2 only amp install all three certificates e f you experience an error please contact PPMP Support for assistance 4 3 Step 3 Practice registration details On the Main Screen of PPMP Reports Labels Housework Services Help Ent
153. n a Payment Method and using the up down buttons to move it up or down the list Click Exit it A 33 PPMP procepurRE MANUAL Page 11 of 250 Payment Method set up Papment Method let ha Hormal acco layout a Ad Compensible AS Private AS Compenstible AS Prvate Landscape ll Ad Compensible AS Private AS Landpeape This Payment Method list ures Class Packs e On the Payment Method Setup List select the Account and Receipt Layout designs you would like to use for each Payment Method e Click Exit r j Tie normal print layouts used by the current payment method has F changed Do you want to save this change e Save the changes e You are now ready to insert your Fees and description and build your list of charges Fees Payment Methods Set up Papert Method Vet Affairs e Select the Payment Method e Click Add New m a Saves PPMP procepurRE MANUAL Page 12 of 250 ltem Code if any 500 Medicare Code Description Initial Consultation Normal Fee 110 00 Other 1 105 00 Requires GST Expected Rebate 0 00 Other 2 100 00 Discount 0 00 Other 3 95 00 ls a Class Pack Item e Type in Item Code Description and Fee e Click Save e Continue this process until all your fees and charges have been entered Treatment Location Home Visits lt Set up e Remembering to do the same for different locations if required e Click Exit when you have finished this process
154. nt Click HERE to watch video ES rPreer pay Has Lefi Appointment Confirmed Ctrl C Move Ctrl M Cancel Del Additional Charges F9 Pack Sale Payment F8 I Print An Invoice F11 More Accounting Options Print Duplicate HICAPS Receipts Ctrl D Ctrl D Cancel Previous HICAPS Transactions Ctrl X Ctl X g Attendance Notes F12 F12 Print Attendance Notes Write Letters Emails Set Client Recall Date e Click Actions e Click Payment Choose a Client Hame to Find OF the Required Client No mous SS Client Number Invoice Number Chart Number First Name Tali ast kl aenn e f you didn t choose an appointment choose a patient from the patient list m a 4 MP PROCEDURE MANUAL j horr wi i Hem t meat Ho brrcie iaki Laria 20818 Date Description Amount Unpaid Paying Practitioner DYA Claimld s 22 06 2012 500 Initial Consultation JM 115 00 115 00 115 00 Sam 02 10 2012 500 Initial Consultation AF 999 00 02 10 2012 Ai Disc Balance Exercises 9 05 Totals 1123 05 1123 05 HICAPS Medicare 5 Claim HICAPS Medicare DVA Claim Paying All H Cancel HICAPS recat EFTPOS Payment Quote HICAPS Transactions aim medicare Click Paying All if total amount outstanding is being paid Or Click in Paying field and type in amount being paid Click Paying Some Payment Client No 20818 Episode General Name Payment Details DEPOSIT AVAILABLE 0 00 Bank Card Payment Type
155. nt Number House Mickey Mouse Minnie _ Invoice Number Select the file to transfer TO m Combine Two Client Records Transter the Episodes and accounting from this file Mouse Mickey Chent No 36 Choose Source Client Record View The Clent Record To this file ii Mickey Chent No 32 View The Client Record This window will transfer all of the episode sheets and their details accounting etc to the second file chosen Transfer The Epsiodes From The Top File To The Bottom File Click Transfer the Episodes FROM THE TOP FILE to THE BOTTOM FILE Make sure you have selected the correct files Page 163 of 250 EL 345 PPMP procepurRE MANUAL Page 164 of 250 Fi PPMP Are you REALLY sure you wish to transfer the episodes from the first file to the second file you won t be asked again e Click Yes if you are sure ONLY IF YOU ARE VERY SURE this stage cannot be reversed n Done NB if you are discarding the first file then click on the view record button and change the surname and first names to A e Click OK r t Combine Two Client Records Transter the Episodes and accounting fromm this file hi Mickey Client No 36 e Choose Source Client Record View The Client Record e Click on View the Client Record amp Client Details Exit Edit AIC Info Episodes Letters Email eNotes Attendance Notes Physio Notes Printouts Basic Details Packs Hain Details i Hore Details N
156. nter a Recall Title Name e Click Save oy PPMP PROCEDURE MANUAL Mist setup Episode Recall Titles 3 month Recall HE The table in tie database is called EpiodeRecel ites e Click Exit 26 2 Setting recalls Wite Letters Emaii Client Recall Date Epitode Appointment Link Change Column Practitioner Insert Times Column Exit e Right Click on client s name from the diary e Click Set Client Recall Date Recalls view Edit Add Hew Recall e Click Add New Recall e Click Set date Client recall date tor Set thie client to be recalled on Ok ima a Mon Week Calendar e Set the date either click ahead Month or Weeks or click Calendar to select date e Click OK Page 206 of 250 PPMP PROCEDURE MANUAL w Recalls View Edit E Add New Recall Mama J T month Aacali e Select Recall reason from drop down list or type in a different reason Te Recalls View Edit 3 03 2014 3 manth Recs 032014 J marth Recall _SetDate e Click Save e Click Exit 26 3 To view action recalls e PPMP Karen s Main Menu Account Balance Reports Activity Reports Payments Reports Banking Report GST Payments Reports CAUTION TESTIN Recalls Version 8 14 0 saat User ppp on computer KAREN PC conn Birthdays e Click Reports e Recalls e Issue recalls Page 207 of 250 EL ET PPMP proce
157. nure MANUAL Page 208 of 250 Report Requirements Settings Payment Methods Hewl 11 UNINSURED Workcover belHinsured Starting Date mA 2 2013 Date Range Covered Private Hith Insur Dietician Ending Date 30706014 Workcover aa ee es DWA Today This month DYA Paperless C INJURYNET PEREI iaai INJURYNET 2 Invoice a I Australia Post Select Date Range o Only recalls no done date All recalls Select Only Recalls no done date Recall Reason 3 month Recall b month Recall Select Recall Reason or leave blank for ALL recall reasons Display L Hecalis Fecan Reason CiestNo Sumame Recall Cet Episode Tite EpiodeNo Emal 3 MONTH RECALL ello Minune iiie Fack 1 E MONTH RECALL 200 Migusa 20122013 Beck 1 Prati tries Salechon Tick the Recalls to include x eal i et PPMP procepurRE MANUAL Page 209 of 250 Email Message l Hameding type message inthis field l e Select from Options Merge Letters Send SMS Send Email Print Labels Export CSV Just Mark Selected As Done e Click Just Mark Selected as Done e Exit 26 4 Selecting recalls by date Client Recall Listing Recall Date 16 12 2013 Client Client Name Recall Reason Recalllssued Episode 20800 Mouse Mickey 6 month Recall 20 12 2013 Back Recall Date 20 12 2013 Dient Client Name Recall Reason Recall Issued Episode 20800 Mouse Mickey 6 month Recall Ba
158. on it e Click Prepare and Send WorkCover File once the list has been created Sending Transactions To The WorkCover QLD PPMP procepuRE MANUAL Page 85 of 250 Results The batch was sent successfully to the WorkCover system WorkCover will send you the results once they have been processed e Once transactions have been submitted the results screen appear confirming successful transmission 4 8 Recording a payment On the Main Screen of PPMP Diary DataEntry Setup Accounf Batches Reports Labels Housework Services Manage Batch List Batch Creation e Select Batches e Select Batch Payment Batch List Bye tie errs WCOLD 6 03 02 2015 a Une the Moute on Amow Kept to Select a Batch hom the List e Select the Batch you wish to pay e Allocate the payments that you have been advised of e Click Accept Don t Print m a H PPMP procenure MANUAL Page 86 of 250 4 9 Additional fees amp charges setup and use Main Menu PPMP Change the Standard Fees Charges tem Number Fees Lists e Click Setup Click Fees amp Charges Setup e Click Item Number Fees List This is where you set up your additional charges list Payment Method Additional Charge Type T QLD Workcover hal Payment Methods Setup DLD Workcover Treatment Locations Setup Hand Therapy Gym and Rehab Reports ree fee OTI M L khi Ld CPT Ahd e Make sure you select the correct Charge Type Click Add a New C
159. orts for adjustments e All reports show negative refunded amounts EL pi 345 PPMP procepurRE MANUAL Page 212 of 250 28 Reports 28 1 Accounts balance On the Main screen of PPMP PPMP Diary Data Enty Setup Accounts Batches ort Housework Services Help F1 e Reports e Account Balance Reports e Full Aged Report General Report Requirements Settings Payment Methods current episode setting Private Workcover Medicare D_V_A INJURYNET COMCARE 3RD PARTY Treatment Locations when charged peri nto emi ck al a a a a You can however focus the account balance report if Hospitals you want to Home Visits Treating Practitioner Unspecified Selecting nothing on a list is ohn the same as selecting Charge Types a everything on a list Treatment Bradley PTE Post Pr Arana Workcover Charges ee Misc Charge All Staff Reports i Only Employed But only entries that include this word phrase a e Select required fields or leave blank for everything e Click Display Account Balances amp F 10 Account Balance Report Account Balances 1 Month This Month Payment Method Uninsured 15317 AARONS Shaun 1 106 00 1 106 01 4460 ALLEN Des 158 95 158 9 20859 Annabella Andre Vet 435 05 435 0 e Report displays RI i 345 PPMP PROCEDURE MANUAL 28 2 Activity report On the Main screen of PPMP Fy PPMP Diary Data Entry Setup Accounts Batches Enterprise
160. otes Empty Hore Addresses SMS History Title Hr Client 36 DT Hickey Phone Work E Diary Hame Mouse Mickey Home Surname s Mouse Mobile First Name Mickey Fax e Insert X before Surname Firstname you can remove the surname firstname and just leave X e Click Exit and Save Changes To this file House Mickey Chent No 32 Choose Destination Client Record T e View the Destination Record to make sure Episode and Accounting Information is correct e Exit PPAAP PROCEDURE MANUAL Page 165 of 250 17 Credits Refunds m Client Details Main he Details Noles iJ a Ste CCE Diay Name Mouse Mickey lt Surname First Hame Mickey 0 e Open Client Details Screen e Click A C Info e Click on the Treatment Charge Credit Adjuster Select Credit Refund Type Enter amount being refunded Enter comment relating to refund e g why it is being refunded Click Refund i PPMP PROCEDURE MANUAL Page 166 of 250 SUCCESS A REFUND PROCESSED SUCCESSFULLY e Refund Processed Successfully e Click OK e Exit t Account detalls for Mickey Mose Episode AE Episodes Unpaid Total 9 00 Rel GST Debt GST Cs Croct Unpad Balance Printed Epirode Prachtiener Location TAC Status 100 00 100 i 1 Home Aosta 000 100 00 0 00 A203 PAYOUT 100 00 hele CAD 100 00 AVA052003 Cedi balanced aqainet F 100 00 i Unreported
161. otle Phone Work 9988774452 Diary Name Amadololis Aristotle Home Surname Amadololis Mobile 0400000000 FirstName Aristotle Fax MiddleN ame D O B 19 08 1976 Complet 222 Disney Road Date Started 25 07 2013 omplete Address Disneyland Occupation labourer Why They Yellow Pages s Melb VIC 3000 Chose U Medical Records Details Chart Ref Medicare No 3542146542 2 Medicare DYA use ONLY Suburb Melbourne Postcode 3000 Comments etc Pensioner No Safety Net Private Health Card No Veteran Affairs No 87654351X Medicare Verification Patient Verification Date Veteran Verification Date e Enter in ALL Client information e Enter Medicare DVA requested information Suburb Postcode amp Veteran s Affair Number Medicare Online Verification Selection C Online Potent Verification Patent Verificaton Medicare Onine Veteran Verticaton Submit e Select Online Veteran Verification e Click Submit Are you sure you wish to submit this verification to Medicare Online Yes No e Click Yes B Medicare Online Verification Selection Contacting Medicare please wait e Your request is being processed please wait mz PPMP PROCEDURE MANUAL w Medicare Online Yeriikalion Selecion Teini ipie Faget Siphu kaieran Bedi ee E uur beri E iaie Stat Cocke DP Lask Peas bin cemebetesd ianeeiabaa Bete eee 8 pce Peter Doel e Check the Results The task has been comp
162. ouble Click on the line you wish to edit Data and Functions Condition Text Date Format Number Format Operators Functions amp Variables E Project variables O Numerical functions H Mathematical functions H O Date functions H O String functions Misc functions H O Aggregate functions H O Barcode functions a a Ae e Highlight and replace the old text with the new text e Make sure the Inverted Commas are are both ends of the text and the Expression is Correct e Click OK Select the next line and repeat the steps until all text is correct then click OK RI PO a l En a PPMP procenure MANUAL Page 100 of 250 Properties Foni Arial 12 0 pi Format None 4 Layout Alignment Left Appearance Condition Always Show Blank Optimization Yes Inerasable No Justified No Line Spacing Line Wrap Paragraph Spacing e Double click on any line e From here you can alignment text to left right or centre Use Line Wrap for word wrapping and also change the font style and size e Use Preview to see what you have achieved so far EH Layout Sas Layout Preview i Preview e As you adjust settings you will be able to see what effect they are having by clicking on Preview Page and Printer Setup File Edit Project Objects Zoom Options Alale Page Setup gt Printer e Click on Project e Page Setup e Printer Name m i 4 PPMP procepuRE MAN
163. ount print run Oltemise New charges only e ltemise New Charges only your account will print a Balance brought forward from the most recent previous account and then any new charges are itemised e ltemise All Unpaid Charges your account will print all unpaid charges OR ltemise all charges on after this date but don t itemise any before this date tho NB If not blank overrides option above ltemise all charges from a particular date e Enter a cut off date all charges incurred on or before that date are covered by a Balance brought forward entry even if they haven t been printed previously e All charges after that date will be itemised even if they have already been printed on an account Don t include charges dated after this date fb Ignore charges added after a specified date Any charges added on or after this date are ignored Choose whether or not to Print the Balance Bought Forward e Click Continue 6 10 Email accounts Stage 2 When Stage One is complete and you press the Continue button the program will scan your patient files and select the patients that meet the requirements you specified in Stage One A list is displayed on screen You can then proceed to do the following i Account Print Run Name Ep sd LastA C A C Bal Print 1 Crompton Karen 250 00 Yes gt 3550 Mouse Minnie 250 00 No 3552 Duck Donald l 100 00 Yes a PPMP PROCEDURE MANU
164. p Accounts Batches Reports Labe User Licence Fees Charges Setup Add Stock Account and Receipt Printing Setup Addresses Staff Computer Resource Usage e From the Main Menu of PPMP e Click on the Setup Menu e Click on Computer Resource Usage General Settings PPHP Options i Program Links Hore PPHP Op Backup Options WorkCover window Styles y General y eNotes Networking SMS y EFTPOS Please Select One C Use HICAPS Printing Options Local Printer EFTPOS Terminal Cancel Click on the EFTPOS tab Click OK Tick Use TYRO Tick EPFTPOS Terminal Click OK Restart the program for the activation to start E PPMP PROCEDURE MANUAL Page 61 of 250 3 2 Using TYRO with PPMP Click HERE to watch video 3 3 Processing a claim e From the PPMP Diary Treatment Charge amp accept payment from the patient e Ensure you have setup item codes for TYRO in the Fee s amp charges Setup karuz Client Name Elephant Dumbo A CNo 10 Item Code Medicare Item Description Date Fee Normal Fee GST Total 10 02 2015 Standard Consutation 90 00 90 00 90 00 Start Time 24hr Duration hh mm Add GST Reverse GST status 00 00 00 00 keep same total charge Standard Entries Initial Consultation Standard Consutation fae ol o o of charge Accept More Treatment location Patient episode involved Payment Method Used Treatments Rooms Private ees ks pki
165. ral Period Code Incetete Referal Ovemde Code Pay Patent Contibution EFTPOS e Select the Claim Type Pay Patient Contribution EFTPOS e Click Pay Patient Contribution EFTPOS e Ifthe Medicare Number is not filled out in the Patient Details you are prompted to swipe insert the card Payment amount of 72 00 m Received Waiting for Terminal l 192 168 15 3 E e Follow the prompts on the screen PPMP PROCEDURE MANUAL Medicare Claim Payment amount of 72 00 y H 21 Dee 2012 14 56 32 e x PLEASE REMOVE CARD Pay Potent Contibubon EFTPOS e Follow the prompts on the screen Payment amount of 72 00 Claim Type Fuly Paid Referral Per Patent Card umber Card Number z ARO CE EEE e lf the Medicare Number is not filled out in the Patient Details screen you will be prompted to swipe the card Page 54 of 250 PPMP PROCEDURE MANUAL Medicare Claim Payment amount of 72 00 21 Dec 2012 14 57 05 e Follow the prompts to complete the transaction 1 Dee 20127 14 57 18 FULLY PAID CLAI Claim Declined 971868 Refer To Receipt See amii e Once the claim has been processed you will be advised of the outcome of the claim for testing purposed this screen shot has been included Page 55 of 250 a PPMP procenure MANUAL Page 56 of 250 3 TYRO 3 1 TYRO installation amp activation Click HERE to watch video NB If you are using th
166. reatments iy For Other Charges l Select Staff Member Select Provider Nos tab Clear Charge Type Selections Page 40 of 250 EL a Serves PPMP PROCEDURE MANUAL Details Provider Nos Appointment Types 1st Available Tyro Payments Treatment Location Rooms Save Provider No Details Payment Method FE Save Provider No Details Not P Method Specific To All Payment Methods Provider No 24131014 Hicap Provider Group Type EPUA C g Number List Wiew Hicaps Item Number Lis Service Type Code 5 Specialist lw Tyro Service Type Code 5 Specialist Medicare Online Claim Type DYA Allied Health Clam Service Type J DYA Allied Address e Select HICAPS Group Item Type Provider No 1234566 e Insert Provider Number Save Provider No Details Save Provider No Details To All Payment Methods View Ifleaps Item Number List TC e Click Save Provider Details to ALL Payment Methods The Payment Methods have been updated e Click OK e Click Save Provider Details Page 41 of 250 apy J a 4 PPAAP PROCEDURE MANUAL e Click View HICAPS Item Number List for a List of Item Codes Prow heme Dab sre tien Ab bre wig te fog Gis Consain Amd Treeiment INIT Ca HSTTA T 04 Standen Tresimact STO TREATMENT zga Leng Cars uhetien LOHG CONS e Exit 2 3 Using HICAPS Connect with PPMP 2 4 Processing a claim From the PPMP Diary e Treatm
167. rent Cents On Curent Testment Fees Moet Al Onko The Curent Treatment Fees a adcresnes Enterprig sa 7 e Goto Setup e Fees amp Charges e Change the Standard Fees amp Charges w Fees Payment Methods Set up Payment Method Entries list DVA Medicare Up l Standard Consultation Treatment Location Rooms Ial Charge Type Treatments Ial Delete Print All Fees Import Another Fees List Item Code if any Medicare Code PH10 Description Initial Consultation Normal Fee 98 50 Other 1 0 00 Requires GST Expected Rebate 0 00 Other 2 0 00 Discount 0 00 Other 3 0 00 C Is a Class Pack Item e Under Payment Method select DVA Medicare If you don t have them already Add New Payment Methods called Medicare amp DVA or Veteran Affairs e Make sure ALL Medicare amp DVA Payment Methods have the correct information entered including Item Numbers e Click Exit EL Sa PPMP PROCEDURE MANUAL 1 7 Setting up staff ER PPM Diay DateEniry Setup Accounts Batches Reports Laer liene Fees Charges Setup Add Steck tHEAPS Account and Receipt Printing Se tug ee certified soltware CONNECT Enterprig a7 Version 8 12 0 Go to Setup Staff Staff List lt lt lt et Minnie Employed Staff only Donald Daisy rd All staff Details Provider Nos Appointment Types 1st Available Tyro Payments Treatment Location Rooms iv Save Provider No D
168. s m Service Details Service Id 05 08 2015 A z PH20 75 00 Date Of Service dd mm ypyy ltem Charge Amount Distance Kms Service Text Account Reference H Admission Date dd mm pyyy Discharge Date dd mm ppyy Equipment Id No of Patients Seen No of Teeth Upper or Lower Jaw Type Tooth Number Optical Restriction Override Self Deemed Service Type Time of Service hh mm 24hr Time Duration in 15min intervals Provision for second medical grade footwear Practitioner attended patient on more than one occasion on same day Service part of a multiple procedure Save amp Go Back Cancel Mandatory Field All sections marked with MUST be entered Save amp Go Back Click Save amp Go Back Page 23 of 250 Submit Claim to Medicare Retrieve Process Payment Reports View Client Youcher Report View Claim Payment Report PPMP procepurRE MANUAL Page 24 of 250 Medicare Online DVA Paperless Streamlined DVA Claims Unsubmitted DVA Claim Details Search Criteria Creation Date From M 7 12 2012 m To 14 12 2012 Claim Practitioner Unspecified mj Submitted Date From 14 12 2012 Processed Report From 7 12 2012 gel To 1412 2012 m Submit Claim to m Medicare 14712 2012 a pac Claims DateCreated Claim
169. s Notes Alarms To Do List Discharge Addresses TAC Documents Episode Title Post surgery Rooms Ia Treatment Location Payment A Mothed Private iv Normal a i 0 00 Marve MAT wess p ee wipes Fee Scale Initial Fee sa fo avant ie Usual Fee 0 00 sata eex SendA C sTo The client Main File iv Accident Date i Claim File Reference No s Presenting Probienia Post surgery Addresses ReferedBy DR SMITH Greg Gal Prov No Phone 3351 5111 Fax 38510719 Address Ref Date fi Expires Z ReferedTo The practice Usual Therapist Filled in automatically Date Started after first treatment Cans appointments lo Episode List Titles test m m a New Episode Delete Selecter Page 158 of 250 e Details of a particular problem what they are being treated for Such as what the problem is who referred them payment method treatment location fees scale used claim numbers notes etc ACCOUNT HISTORY Le Xeeetiime re rom Mickey Mouse Episode Post surgery Unpaid Total 441 00 Description Ref GST 505 Std Consultation 514 Extended Consultation 132 00 97 00 oo 441 00 2 Sam_ Rooms 26 06 2013 505 Std Consultation View Reprint View Entry in Detail Deposit Held 0 00 115 00 115 00 2 Sam 97 00 212 00 2 Sam 132 00 344 00 2 Sam Activity Summary A C History Print Prin
170. s Changes Setup Add Stock H1EAPS O Enterprig s r e Goto Setup e Addresses Addresses Management Addresses Management Address Labels and Mailouts Report Header Address List Type List Tithe Phillips Dr Scott Address Po Box 102 Address List Ivanhoe Goofy Dr Melb IC 3079 Fhilip Dr Scott Reid Dr Brenda 5 t ti E E Smith Dr John Near Dr Phillips Delete Provider Ha 23456MM Phone 1300784908 Dap Contacts AsH Setup the Address Types Fax List l 0402485786 Mo e Add or Edit the address list of the doctors Including Doctor s provider numbers Page 69 of 250 PPMP procepurRE MANUAL Page 70 of 250 3 9 TYRO Bulk Billing Charging a client amp submitting a BulkBill claim to Medicare From the diary ER POMP Diary Actions Records Find Options Refresh Print Classes ToDoLists Waltinglists SMS AptReminders Help Day gt Week gt Month gt Today Special Appointment Ctrl 5 Has Arrived Cirl H Has Entered Cerl J Has left Cirle Aapointment Cantirmed Ctrl C e Select Client e Click Actions e Select Treatment Charge Heje ieee Desc filem Aedes Eee Hoel Foo GET Tatal L app Cop ote ieee Taag 72 i D ii pea i Adi gaT Neves GST pisn b erp T ren COMCARE Mt PAT CAS TAL Vee Aeedeore IN TL AAD TS ONGI H Select the charge from the entires list Make sure all details are correct
171. s for a patient For compensation patients in particular or any patient in the database there is a function that allows you to set a date or a specific number of treatments where once they have reached or passed the set date or treatment number the system will give you a warning Before setting alarms you must make sure your Treatments are being marked as Treatments to do this Go to Setup on the Main Menu Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help F1 e Fees amp Charges Setup e Change the Standard Fees amp Charges Charge Type e Click Setup next to Charge Type D PPMP procepuRE MANUAL Page 113 of 250 Fee Types List Management e Select Treatments e Click Edit Fee Types List Management New entry title Treatments are these Treatments Classify these charges AS treatments O These charges are NOT treatments e Select Classify these charges AS treatments e Save amp Exit and back to the main menu e Open a client s file and go to Episodes e Click on Alarms To Do List There are a few different alarms explained as follows 7 1 Number of Treatments Approved total Alarms Rx s approved total 3 Total safar Mumber ot Rx if Date is warnings Before if optional 0 if New Referral e Put into Rx s approved total the number of treatments approved Each time a Treatment is charged the Total so far w
172. s i Notes Alarms To Do List Disch Episode Title Pilates Treatment Rooms Location Payer Privat Method o Private Fee Scale Yet Affairs Workcover Initial Fee EPC Medicare Pilates Usual Fee Fa e Click Payment Methods and Select Class Payment Method e Exit e Save the Changes Tad ate You are now ready to sell a Pack Page 144 of 250 oy PPMP PROCEDURE MANUAL 14 4 Selling packs New Sale On a BLANK SPOT on the Diary PPMP Diary Actions Records Find Options Refresh Note In Diary Ctrl N Ctrl4n Special Appointment Ctrl 5 Ctl s Move Cirl M Cancel Del Additional Charges F9 l i Payment F8 FS e Click Actions e Pack Sale Tm lM aa Choose a Client Name to Find OR the Required Client No 1 match search Tips CEES client Number e Choose a Client e Select the appropriate episode a Choose A Client Episode Ho Episode Selected a e Click OK Cancel Page 145 of 250 PPAAP PROCEDURE MANUAL Page 146 of 250 Charges Pack U Add GST Description Item Number Normal Fee GST Total emaan 5 Class Pack 100 36000 oo 20000 0 00 20000 o oo 200 00 200 00 Code Class Attendance Description No Req Expiry Date Pilates Class 560 no 01707208 Standard Entries Class Pack 10 Class Pack 5 Type of charge Treatment location Practitioner Patient episode involved E Donald Duck ve Hospital Home Visits Fees scale St
173. screen so that a password is required to make these changes Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help User Licence Fees Charges Setup na HHEAPS O Account and Receipt Printing Setup Addresses certified software CONN ECT amp Staff E nte rp Computer Resource Usage 80 Diary Layout and Colour Version 8 1 i Passwords to Reports User ppp on cd oo Beee oo Client Record Lists Setup Chent Account Entry Editing Lock Receipt Group Setup Security Groups Setup f Practice Type Title Setup f e Partner of Presenting Problem Coding tlephone 1300784908 Internal Email System SMS Template Setup icsimile 1300784906 D TAC EDI Setup mail inf mp com au Medicare Online Claims Setup Letters and Phrases P hys io h Attendance Notes eHealth Documents Support desk is open Mon Fri from 8 30am to 4 30pm AEST Current Melboume Time e Click Setup on the main menu for PPMP e Click Security e Click Client account entry editing Lock Password Change Current Password New Password New Password Again Account Edits Lock Setting Edits Not Locked gt Require password after OR Entries Earlier than gt ebsite www ppmp com au e If this option is selected then PPMP will not ask you for a password if you want to edit a patient s account file e Require password after days RI Ss ea al PPMP PROC
174. se contact PPMP Support 4 12 Workcover Return Code 401 Accesses denied authentication has failed Results WorkCover Retum Code 401 Unauthorized Please check your WorkCover login credentials as authentication has failed Please try again and if the problem persists then please contact PPMP support Please verify all setup is correct amp login information was entered correctly Check with Workcover QLD that you have registered correctly If the return code still exists please contact PPMP Support m 345 PPMP procepurRE MANUAL Page 90 of 250 4 13 Workcover Return Code 403 Accesses denied authentication has failed your Provider Online account does not have authority to create invoices or the vendor API key is invalid Results WorkCover Return Code 403 Forbidden Please check your WorkCover login credentials Your Provider Online account does not have authority to create invoices or your client API key is invalid Please try again and if the problem persists then please contact PPMP support Please verify all setup is correct amp login information was entered correctly Check with Workcover QLD that you have registered correctly If the return code still exists please contact PPMP Support 4 14 Workcover Return Code 500 A Service side error has occurred please interrogate response object WorkCover QLD Interface Results WorkCover Return Code 500 Internal Server Error invoice
175. ser Licence gt Fees Charges Setup nd sod HEAPS O Account and Receipt Printing Setup Staff E nte rpi Computer Resource Usage Diary Layout and Colour Version 6 16 0 ME User pomp on cd Seay rasswordeteRepens Client Record Lists Setup gt Client Account Entry Editing Lock Receipt Group Setup Security Groups Setup 1300 784 908 Internal Emad System SMS Template Setup 1300 784 906 Coa anata _ info ppmp com au Medicare Online Claims Setup 2 LIOR Www ppmp com au Physioth Attendance Notes eHealth Documents Support desk is open Mon Fri from 8 30am to 4 30pm AEST Current Melbourne Time 7 51 AM e Click on Setup e Passwords e Passwords to reports e Type in your Full access password e Click OK Passwords Lowlevel Access eat teen e You can then change the passwords Save the passwords as shown e Click Yes Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help Account Balance Reports Activity Reports Banking Report e Go to Reports e Paynments Report e Simple Listing Date Range Addresses certified software CON NECT Page 223 of 250 EL J PPMP PROCEDURE MANUAL Passwords Password Please e Enter your Low Level Password frog e Click OK e Continue to your report 30 3 Account Edits Lock Setting Page 224 of 250 Stop people from making changes to information in a client s account history
176. ses Select the payment methods to be included in this run Account Layout printed Compensible Private New account layout New account layout e Choose what account layout you want used e Only one account style can be chosen at a time Treatment locations Rooms Hospital Home isits e No need to choose a Treatment Location all will be included Skip anyone who has had an account sued after this date m 70672013 e The cut off date will automatically load a one week cut off skip anyone who received an account in the last week 6 2 Controlling which charges are itemized LlSkip if there are no new charges Skip if there is no claim number e You can choose to skip patients if there are no new charges or no claim number There are two mutually exclusive approaches to the account print run O itemise New charges only e ltemise New Charges only your account will print a Balance brought forward from the most recent previous account and then any new charges are itemised e ltemise All Unpaid Charges your account will print all unpaid charges PPMP procepuRE MANUAL Page 103 of 250 OR ltemise all charges on after this date but don t itemise any before this date tho NB if not blank overrides option above e ltemise all charges from a particular date e Enter a cut off date all charges incurred on or before that date are covered by a Balance brought forward entry even
177. setae Ees l ReferedTo The practice Send C s To The client Main File ma Usual Therapist a AccidentDate 7 7 Date Started Filled in automatically after first treatment Claim File 1 Canx appointments f0 Reference Episode List Titles No s 2 test Presenting Problem s Post surgery J GJ J e Fill in the episode details e Click exit e Save the changes Client Name Mickey Mouse AIC No 3551 Descnption Hem Number 08 02 2010 Initia Consultation hom Code Psoo Stet Ti RH Modicare Code cioe ae Enttes nibni Consulinhon Standard Consultinhon aes e Proceed with the treatment charge The Second Option This approach is used when you want to fill in the new patient s details before you record their first treatment or are ready to make another appointment for them e Selecting the New Patient s appointment on the diary PPMP Diary Actions Records Find Options Refresh Print Classes Tol Add New Client e Click on Options e Click Add a New Client e Proceed as in Option 1 Ei 4 a PPMP procepuRE MANUAL Page 157 of 250 The Third Option Without selecting a new patient s appointment From the diary PPMP Diary Actions Records Find Options Refresh Print Classes Tol Add New Client Click Options Click Add a New Client This brings up the Client Details screen Proceed as in Option 1 The Fourth Option Add a New Client Using Da
178. sode4 Only this Referral Source Only this condition gt Include Exclude Choose From Standard List e Click Episode Selection Settings e Select the Episode Start Dates e Select the Payment Method Location Staff or select nothing to get all fields ia GEG LLEGE a D CEC PPMP PROCEDURE MANUAL OR Report requirements settings Client Details Selection Criteria User Client Classification Episode Details Criteria Billing History Criteria In The Date Range From 1 00 2013 To 2702 2013 Amount Billed o OF Has been billed for ltem Codes _ ppop 10 Elbow amp Wrist Res This Amount OO0002 11 Hip amp Knee Resist 10 00 OO0003 15 Lower Limb Resist DO0004 3h Shoulder Resistan Add Up 000005 4 Ankle Resistance B Re DO0006 48 Upper Limb Resist ie Me Te 000007 63 Resistance Band E Just Selected poog 8h Swiss Ball Exerci Item Codes 000009 A Rainbow of Elastic NB An amount of 0 00 means this testis mot peromnied 000010 Abdominal Bimder 706 DO0011 Abdominal Binder 127 DUTI Z Acro Comfort Shoulde From These Charge Types Treatment Charges Additional STOCK Massage Additional Misc Charge Additional Workcovwer Ching Podiatry Build The List Stopping Page 183 of 250 e Select Amount Billed by specifying an amount your report will display all clients that have been billed that amount between the specified dates Build The List e Cli
179. sssuusecesseuenecsesseueeeessagseesessegeereetes 90 A14 WORKCOVER RETURN CODE 500 creissira EE EAE AATA E EEAS ENEA ENAA R a 90 A15 WORKCOVER RETURNUCODE 50 eironi roa eE E EOR E A E E 91 et d PPMP procenure MANUAL Page 3 of 250 SECTION 3 PPMP USER MANUAL eccccccececcccccccccccscsccccccccccccccccscscscccccsccccccccecscecccccsccccccccececececcccccccccececscecececcccccccecececececscccaccccecs 92 5 ACCOUNT INVOICE RUNS PRINTING EMAILING AND SMS ING ACCOUNTS csscosccescnsscsccnscnscceccescescceccescessceccescsssecceccs 101 5 1 PRINTACCOUNTS STAGE Lasne EE ETNEN EET EE EEEE EEEE AET 101 5 2 CONTROLLING WHICH CHARGES ARE ITEMIZED ccccececcccccecccceccccecececcecececenceceacecencecsacecsaceceaceceaceseacecsacecsaceceaceceaceseaceeeaceseaceceaseneas 102 5 3 ACCOUNT PRINT RUN STAGE 2 cccceccccecccccccccecccccceceececeececeececeececenceaeeceueeceaeeseaeeceaeecsceecenesseaeeseneeseaeeceacecseessasessueeceasecsaceseaseceaeeees 103 5 4 DE SE DUIS 5 crease here cer A ete rc AAEE wb ore canine mettre AE AEE EAEE 104 5 5 PRINT PC COINS aE E TOE E E EE EEE 104 5 6 PAUSING OR STOPPING THE PRINT RUIN tie csccoasecsscaadeastecatenenedaewtuactatedalnencanwmittnace ten a A E Rees eeeduacens 104 5 7 CHANGE THE PRINT DELAY SETTINGS DURING PRINTING cccccccecccccccccececcsceaceceaceceacecececeaceceaceceaceceaceceaceceaceceaceceaceceaceseaceceaceceaceeeaseneas 104 5 8 PAA COIN TS eE E E E nen one seen 105 5 9 EMAA CCO UINE
180. t amp Save Changes Contact Notes Date Notes 02 02 2012 Initial Consultation O E leg pain e Phrase is inserted in notes e You can add or edit text click on date Exit e Click Exit amp Save Changes Contact Notes Date Notes 0871072009 Type your phrase or template e All notes are listed PPMP procepuRE MANUAL Page 127 of 250 e Click on entry select Edit Add Delete Print e Exit OR e Select client on diary and go to Episodes e Click Add e Follow the above steps 11 Backup instructions Click HERE to watch video 23 PPMP PROCEDURE MANUAL Go to the Main Menu PPMP Select Setup Select Computer Resource Usage User Licence Fees Charges Setup isi HEAPS O Account and Receipt Printing Setup DEMO is Staff Version 8 12 0 User ppmp on co Computer Resource Usage Diary Layout and Colour Licence Key Ex Security Client Record Lists Setup Click on the Backup Options tab Addresses certified software CONN ECT LOCAL Profile DEFAULT Partner of Page 128 of 250 NB The temporary backup location is set to a default location do not change this as incorrect settings may result in the backup not being complete General Settings Window Styles General sNotes Networking SMS stale PPMP Options Program Links More PPMP Op Backup Options 1st Available Enter the Temporary backup file destination pa
181. t A C Attendance records along with charges levied and payments received Each client has only one main record but they might over time accumulate several different episodes Each entry in their account history is associated with one and only one of the episodes You can have more than one patient episode active for a patient at the same time Each episode is handled separately as far as issuing accounts and receipts is concerned They might have a private episode and a Compensable episode being treated and billed simultaneously It pays to fill in the Client Records GET INTO THE HABIT OF FILLING IN THE PATIENTS ADDRESS IMMEDIATELY Rooms Rooms Rooms Charges 441 00 441 00 441 00 OA Net A C Bal 441 00 GST Bal 0 00 Debit GST Cr Credit Unpaid Balance Printed Episode Practitioner Location TAC Status 500 Initial Consultation 115 00 Payments 00 00 00 Most practices find in the long term that it pays to fill in all relevant information you only have to do it for the patient s first visit further down the track you may want to take advantage of the reporting capabilities of the system but they are dependent on the information you have entered You will find it frustrating if you use the automatic print accounts option only to find many of them don t have an address on them m PPMP procepuRE MANUAL Page 159 of 250 m Chent Detal t AX T ipo ae Pw oe Sa ace S n f ers ATeno Mae ooren Mess tamet Re
182. ta Entry system e Onthe Main Menu PPMP Diary Data Entry Setup Accounts Original Data Entry Data Entry e Click Data Entry e Click Data Entry Add a new client e Select Add New Client e Enter the Client details e You normally don t add a new client until the new client actually turns up for their visit to avoid having client files for clients who never actually attended NB You can t record a treatment or make a subsequent appointment without adding the patient to the patient file You only need to fill in client s name to proceed you can then go back and fill in other necessary information 15 2 Entering client details Click HERE to watch video The information on a client is divided into three main sections MAIN RECORD amp Client Details Exit Edit A CInfo Episodes Letters Email eNotes Attendance Notes Printouts Basic Details Packs Appointments Main Details More Details Notes Empty More Addresses SMS History Title v Gender Male v Client 20800 S Leary Phone Work Home Mobile Fax DOB 77 Date Started 27 04 2012 _ Occupation Why They Chose Us Medical Records Details Chart Ref Medicare No DYA use ONLY Health Care Card No Veteran Affairs No e Their main Client Details such as Name Address DOB Contact phone numbers etc PPAAP PROCEDURE MANUAL EPISODES Episodes for Mickey Mouse Exit Edit A C Info Attendance Notes Printout Episode Detail
183. tabase is called Attendance otePhrazeLst Page 124 of 250 e The new title will appear in the list You can move its position in the list with the UP DOWN buttons on the right hand side e Once happy with the list and all Title Templates are set click Exit 10 2 To add the body of the template Template Tite Setup e Select Setup e Select Attendance notes e Select Template Description Setup a PPMP procepuRE MANUAL Page 125 of 250 Attendance Note Template Setup e Select the drop down box and select the Title you wish to edit e Select Attendance notes e Select Template Description Setup m Attendance Note Template Setup Template Initial Note Template Setup M Merge Fields A Allergies exacerbated by e Simple type in your information you can also use merge fields in here e Click Save amp Exit e Repeat this for all titles you wish to set a template in Go to Client Details Screen ja Client Details Exit A C Info Episodes Letters Email eNotes Attendance Notes e Select Attendance Notes PPMP procepurRE MANUAL Page 126 of 250 Date Notes 18 05 2012 Initial Consultation O E e Select Date for Editing e Click Edit Date 18 05 2012 Editing Note Attendan e Click Editing Note Editing Note Attendance Notes List Che Initial Consultation OJE Add more info e Add extra text to your notes Exit e Click Exi
184. taff only Ce Mandy Show all staff Cancel No selection Gil Zimmerm Sam Bradley Dr Brenda JOHN TEST DENT PHYSIO ABC e Click on the practitioner s name then click Select Donald e The name will then appear on the diary in that column on that day m l l ea a PPMP procenure MANUAL Page 238 of 250 33 Standard entries Click HERE to watch video Setting up a standard or default diary layout Naturally you won t want to have to allocate every column on every day manually The diary has a standard layout facility From within the diary From the Diary Click on Options Options Refresh Print Classes Add a new client Show who owes money Show unused pack items Show Diary 2 Week Preview Diary Standard entries e Choose Diary Standard entries e PPMP Diary Actions Records Find Options Refresh Print Cle e The diary will jump to the Sunday of the standard layout area Mickey Donald e Allocate staff to each column on each day from that Sunday through to the following Saturday Mickey CHAT 6 30 am START HEUEUH MENENIE WHT THUN e You can also fill in the middle parts of the diary pages reserve signs Actions gt Reserve perhaps notes like Start Times etc as you would to layout an appointment book e Click on the Today button e These will then become the default settings unless you override them by directly selecting a practitioner for a parti
185. th C PPMPDBBACKUP oe Must be local to this computer folder name must not contain spaces Enter the Final backup file destination path Browse Then select Browse to enter in the final backup file destination path Select the external drive you wish to backup to do not select the Local Disk Backups must go to a removable drive that can be taken offsite Click OK PPMP procepurE MANUAL Page 129 of 250 gt Local Disk C gt amp b ramy ranr gt G public server01 P e Once you have selected the location click the OK button You will then be taken back to the home screen e For the changes to take effect you need to restart PPMP Click the X in the top right hand corner Jas PPMP PROCEDURE MANUAL Page 130 of 250 Diary DataEntry Setup Accounts Batches Reports Labels Housework Services Help HICAPS DEMO VERSION certified software CON NECT User ppmp on computer MATT PC connected to PMPDATA on LOCAL Profile DEFAULT Licence Key Expiration Date 20 12 2013 Partner of P gt NA P Telephone 1300 784 908 M Facsimile 1300 784 906 A Email _ mp com au v La AUSTRALIAN Physiotherapy Website www ppmp com au PHYSIOTHERAPY If you wish to backup to another location select the 2 tick box Once the initial backup is complete you will be prompted to select the location you wish to backup to Click Backup Database Don t Forget To
186. the correct charge Charges Client Name Mickey Mouse A C No 20800 Date Item Code 26 06 2013 505 Start Time 24hr Medicare Item Description Std Consultation Item Number Duration hh mm Em 4 Standard Entries Click For Medicare Benefit Schedule MBS jnitial Consultation td Consultation Extended Consultation New Injury Consultation Re Assessment amp Treatment Accept Type of charge Treatment location Patient episode involved Ce test H ospitals Home Visits Practitioner Sam Fees scale Page 136 of 250 Fee Normal Fee GST Total 97 00 0 00 97 00 Add GST Reverse GST status keep same total charge Show standard entries Payment Method Used CRS Uninsured Workcover Medicare INJURYNET COMCARE 3RD PARTY View Client Record e Click Accept or Accept Pay you will be taken to the Payment screen e Once the client has been charged for their treatment their name on the diary will change colour 2 Sa gt oo ae __ J PPMP PROCEDURE MANUAL 13 1 Cancelling a charge Simpson Bart 7 Client Details Exit A C Info Episodes Letters Email eNotes Attendance Notes Physio Notes Printouts Basic Details Appointments Main Details More Details Notes Empty More Addresses SMS History Gender Male Client 3 0 Phone Work 9856 3254 Home 2145 8541 Suapan Mobile 1400221144 First Name Bart Fax MiddleN ame D 0 B 26 09 19
187. titioner gt lt Client Firstname gt lt Client Surname gt lt Day gt lt Date gt lt Time gt lt Practitioner gt lt Client Firstname gt lt Client Surname Page 232 of 250 EL 345 PPMP procepurRE MANUAL Page 233 of 250 SMS Appointment Reminders Template Setup Template List Appointment Reminder Ty aT Pilates P Season Greeting Approx Message Size 146 Merge Fields for Appointment Reminder Messages Template Seasons Greetings lt Client Firstname gt A lt Day gt Our sincere thanks for your goodwill amp loyalty the past year lt Add To Template lt Date gt We wish you a prosperous and happy new year lt Time gt lt Practitioner gt lt Client Firstname gt lt Client Surmame gt Appointment List Order Order By Column bal Order By Time Save Template e Select the template in the list you want to setup and type in the information you require or select from the merge fields on the right e Remember the size of the template will depend on how many sms message are sent Anything over 160 characters will be charged and sent as 2 sms messages e Click save template S PPMP Diary DataEntry Setup Accounts Batches Reports Labels Housework Services Account Balance Reports Activity Reports Payments Reports Banking Report GST Payments Reports Enterprise Version ij sttsis Version 8 13 0 User ppmp on computer LIS
188. tive amount cancelling each other out PPMP procepuRE MANUAL Page 174 of 250 20 Diary layout amp colour Click HERE to watch video From the main PPMP menu ey PPMP Diary DataEntry Setup Accounts Batches Reports Labels Housework Servic User Licence Fees Charges Setup Add Stock Account and Receipt Printing Setup TT EEES certified soft Enterprig s r Oaa ia pu a Diary Layout and Colour Security gt e Setup e Diary layout and colour Appointment diary settings ReceiptGroup Rows Columns Odette Cancellation Reasons Browse Current list Rebooked Didn t Rebook reas Unable to attend Column Width 35 Characters Did not attend No treat t required Load the Normal Diary when the program starts Unwell work Commitments Couldn t wait any longer Don t know Load az Default C Load the Practitioner Diary when the program starts Start the diary full screen C Hide the Days Of Week buttons at the bottom of the diary e This is where you set up your diary rows e Columns e Fonts il Diary Times e Click on Diary Colours Tab PPMP PROCEDURE MANUAL m 345 Appointment diary settings TTT ee TT hee TTT E EENETI Normal Appointments Diary Background Grid Lines Current Location Notes Background Treatment Charged New Patient Appointment Old Patient New Problem Reserved Class Appointment itid Lines CT Curent Location Notes
189. try Setup Accounts Batches Reports Labels Housework Services Help Change the Standard Fees Charges Rem Number Fees Lists Keep Current Clients On Current Treatment Fees Move All Onto The Current Treatment Fees _ e Click Setup e Fees amp Charges e Move All onto the Current Treatment Fees This option is intended for use where you have used the Keep current patients on current fees option usually before changing your fees This option will set everyone back to using from here on whatever your standard fees are right now Do you want to continue ee hae Click Yes Click OK Episodes for Karen Crompton Ext Edit A C Info Attendance Notes Physio Notes Printo Episode Details Notes Alarms To Do List Di Episode Tite DVA Treatment Rooms Treatments Location Payment DVA Method Fee Scale Normal Initial Fee 0 00 eave 220 unless you wan fo Ovende Usual Fee 0 00 sncerd es In the Client Episode Screen the Initial Fee Usual Fee should now be set to Zero Page 135 of 250 m i 4 PPAAP PROCEDURE MANUAL 13 Charging an appointment Click HERE to watch video ES PPAP Mary Actans Records And Optens Refresh Print Classes ToDo Lists Help SMS Apt Femencers amp Appointment Pe j i I S mee gt f Mote InDiary Ciri W 14 Socdal Apoetiniment Ct1 5 Select the Client on the Diary Click Actions Select Treatment charge The list of your Fees amp Charges will appear Select
190. type amp accept the transaction To pay via EFTPOS Payment enter the amount amp select EFTPOS Payment HiCARS EF TPOS e Enter the amount amp press Start Transaction e Select your terminal amp press Choose Page 44 of 250 PPMP procepurRE MANUAL Page 45 of 250 HICAPS EFTPOS Please complete remaining tasks on HICAPS device e Complete the transaction on the HICAPS terminal amp PPMP will print a receipt 2 5 HICAPS Medicare Easyclaim amp staff setup From the Main Menu EE ppup Diery DataEntry Setup Accounts Batches Reports Labels Housework Services Help Laar Linee F Fees Changes Setup F Add Stock HEAPS O Account and Recept Printing Seb certified software CONNECT Enterpris e Goto Setup e Staff ani TEST CAIRG IESIT kal Deia Prawiker His Patieinds Appiani Tepes lit Aleide Stat Rin 4 F Cumendiy angie Mora Michep Hour More ls chow jik ap h E d E r Mane ip ee onthe chr Mekap Chega ppan lad Darr Ba Deer j Cs are e Select the staff member Details Appointment Types 1st Available Provider Nos z z l a z z l a e Click the Provider No tab 345 PP MP PROCEDURE MANUAL Statt List Micke eee onald Show employed staff only Minnie sect Show all staff Stalf Donald Duck Details Provider Nos Appointment Types 1st Available Tyro Payments Treatment
191. versal Printing PCL 6 Colon Size Adjustment HP Universal Printing PCL 6 Sort Copies Use Physical Page Printer Name Name of the Printer If a warning icon is displayed the printer is unavailable Page 203 of 250 Click the drop down box to bring up a list of printers on your computer and select the one you wish to use When you are happy with your entire selections click OK to save your settings PPMP PROCEDURE MANUAL Account and receipt printing system and layout Printing Settings V Always Preview Account Report V Always Preview Receipt Report Piia Satan Hol Account layout setup Available styles layouts A4 Private A4 Compensible A5 Private Portrait A5 Comp Portrait A5 Private Landscape Add new A5 Comp Portrait Style name Message printed at the bottom of the form if any e Repeat steps for all Account amp Receipt layouts that you use Page 204 of 250 Choose a Layout Style Details Page 1 Style Details Page 2 Work on the Layout 33 PPMP procepuRE MANUAL Page 205 of 250 26 Recalls 26 1 Create your own recall reasons On the Main screen of PPMP EPPP Karen s Wain Menu CAUTI Vesen t40 j PP e Click on Setup e Client Record Lists Setup e Episode Recall Reasons Support desk is open Mon Fri from 8 30am to 4 30pm AEST Current Melboume Time 7 53 AM EGEJ e Click Add List Setup Episode Recall Titles Tile e E
192. w appointment is after this date alarm field and a small message APPOINTMENT DATE ALARM EN The alarm is set to sound from 10 04 2012 Alarm message below New Referral Required e When making an appointment on the diary after that date the alarm will be triggered and the message will be displayed 8 Appointments When making an appointment you will be faced with one of three situations e Fora New client e Foran existing client e Foran existing client who has an appointment already on the diary 8 1 New client appointments PoP Diary Actors Records Find Optom Refresh Print Classes uann c wake oar esma Fri e Select the appointment day time and column where you want to put the appointment ER POMP Diary Actors Records Find Options ReSesh Prot Classes El apponment Essa Cent F5 EL Ss JD PPMP procenure MANUAL Page 116 of 250 e Click Actions e Select Appointment New Client New Patient Dk Cancel Requires DYA taxi DYA H 123456 An input box will be displayed with an area to type the patient s name It is recommended you use the convention Surname then First name when entering names Press Enter This will move you to the notes area Use this to make a note about new patients e g Requires assistance or phone numbers Press Enter Enter a mobile number if necessary e Click Ok to record the entry You can view a new cli
193. y Charges Client Last Appointments Selecting nothing on a list is the same as selecting everything on a list I Page 213 of 250 23 PPMP PROCEDURE MANUAL Charges billing Report Charges billing Report Client No Client Name Episode title Description 2 04 2013 PRACTITIONER John M cinerney 6 304 READ LYN massage 09 01 Std Consultation Total for John Mc nerney Entry Count 1 Total for 2 04 2013 Entry Count 1 3 04 2013 PRACTITIONER John M clnerney 6 304 READ LYN massage 09 01 Std Consultation Total for John Mc nerney Entry Count 1 Total for 3 04 2013 Entry Count 1 Report Totals Entry Count GST Fees Grand Total Dates from 1 04 2013 to 30 04 2013 e Report displays 28 3 Payments report On the Main screen of PPMP Diary DataEntry Setup Accounts Batches Reports Labels Housework Services Help F1 Account Balance Reports gt Activity Reports gt Banking Report Simple Listing Receipt No Range GST Payments Reports Detailed Listing Cheques Details etc Enterprise Version i sttsic pees Connected to PMPData on local Version 8 0 0 Lists Grouped by Usual Practitioner Recalls Grouped by Payment Method MailOut Grouped by Payment Method and Pract Birthdays What How Paid Date Range X Trt Pract Discharge Summary What How Paid Rept No Range X Trt Pract P P MA P Patient Timing Charges Items Paid Date Range Referred To Charges Items Paid Receipt No range Outstanding Invoi
194. yment Method e Add or edit the Fees NB Make sure the appropriate item code is entered into the Medicare Healthpoint Code field 3 6 TYRO Medicare EPC episode 3 7 Client setup create a new client record or setup From the Diary ey PPMP Diary e Goto Records e Client Records e Dien Humise _linvoice Humbe C Chart Humber C First Nome M Last Name Addirerter C Phone Humber Emal Address C Postcode C Date of Birth e Search for the client name or add a new client Page 67 of 250 a3 PPAAP PROCEDURE MANUAL ra iti amp Client Details Exit Edit A C Info Episodes Letters Email eNotes Attendance Notes Printouts Basic Details Packs Appointments Main Details More Details Notes Empty More Addresses SMS History Title Mr p Gender Male I e eg Hr Bishop Diary Name Bishop Gomer Surname Bishop First Name Gomer MiddleN ame Complete PO Box 102 Address Ivanhoe Melb VIC 3079 Email info ppmp com au Comments etc Client 22 Phone Work Home Mobile 0402485786 Fax D O B 22 11 1971 Date Started 95 02 2015 Occupation Why They Chose Us Medical Records Details Chart Ref Medicare No 4950159871 Medicare DYA use ONLY Suburb Ivanhoe Postcode Pensioner No Safety Net Private Health Card No Veteran Affairs No Medicare Verification Patient Verification Date Veteran Verification Date Complete the Client Details including with the Me
195. yment Methods RI a so PPAAP PROCEDURE MANUAL Page 8 of 250 e Click exit Herst Task e Click on Next Task E Quick Start Wizard Instructions E Tick the practitioners that need an appointment Adon column on the diary iF Eam w Bradley Arrange the names using Dr Brenda the Up and Down buttons Inthe order you want these ICA Urepecitied columns onthe diary The C Mandy top name will become the _ Gil Zimmer left most column When you are happy click the Save Diary Setup button e Select the Practitioners you want displayed on the diary e Using the Up Down buttons put them in the order you want them to appear on the diary e When you have the columns in the order you want Save Diary Setup Click on Save Diary Setup NB This could wipe clear all diaries You should ONLY do this if you don t have any work in the diary you wish to keep Continue Facsimile 1300 734 906 Email inf AUIS TRIAL hweiatharanu Website www pDmD com au PHYSIOTHE Fu e Click Yes a PPMP PROCEDURE MANUAL PPMP Diary setup sawed Ka e Click OK e Click Next Task 4 Quick Start Wizard _ aan Edit this list of times which will appear down the left side of the diary Use the Insert and delete buttons to add extra lines or take outlines The diary will have one row line for each time line We suggest you leave a blank line atthe top Click Save T
196. you don t have to record a payment at that time the payment can be done at any time just as for other charges IE the pack doesn t have to be paid for to use items from it So that the program can tell if a client is using class packs you set up one or more of your Payment Methods as a class pack Payment Method In the client s episode you select this Payment Method The system will then expect to find unused pack items in the file and if it doesn t find any it will ask you if you optionally want to sell them another one 14 2 Setting Up There are two parts to setting up Initializing the Class Packs On the PPMP Main Menu Diary Data Entry Setup Accounts Batches Reports Labels Housework Services Help F1 User Licence gt Fees Charges Setup Add Stock Account and Receipt Printing Setup Addresses Staff Computer Resource Usage e Click Setup e Computer Resource Usage Page 141 of 250 Window Styles General eNotes Networking SMS EFTPOS y Program Links More PPHP Op 4 Backup Options 4 WorkCover Use Appointment Types Always ask if charging there are multiple current episodes Request extra text when making appointments Record all diary cancellations on any day not just today s page C Use Word Processor for attendance notes V Add appointment time to treatment charges when charging from the diary Use alternative banking report screens Use Multi List item charg

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