Scheduling
Reporting
Patient/Client WP
Financial
Forms
100

These types of accounts are set up so you can schedule appointments with devices, conference rooms, massage chairs, or other non-user items.

What are Resources

100

Type of report users can manipulate the data using the Pivot Grid.

What is Data Analysis?

100

Go to Patient __________ to print or save a .pdf copy of the patient’s record

What is Demographics?

100

When charges are added to an encounter, users can go to this workplace to save the charges and post payments or send to the student’s account.

What is the Billing Workplace?

100

The section of PyraMED you can go to and make changes to forms.

What is Forms Designer?

200

You can set up user resource __________ to display different calendars by picking from a list in the Scheduling Workplace

What are Scheduling Filters?

200

This report can be added to the PyraMED Dashboard.

What is PyraMED Insight?

200

The name of the area next to the patient’s name that can be customized each for scheduling, clinical, dashboard, and financial workplaces.

What is the Patient Info Title Bar?

200

Each patient or client must have a __________ and a __________ in their chart in order for PyraMED to start billing the patient’s insurance automatically

What is a Guarantor and Plan?

200

Use __________ with forms to automatically place services and orders in the Encounter when objects are answered.

What is Coding?

300

This tab in the Scheduling Workplace allows users to search for an available appointment by time, day of the week, division, provider and appointment type.

What is the Finder Mode tab?

300

Create __________ organize reports into categories.

What are Folders?

300

True or False – the display of the Patient Demographics can be changed and customized per Division in PyraMED.

True

300

Patient receipts can be printed from the patient charges section of the patient workplace, patients can print their own receipt here.

What is the PyraMED Web Portal?

300

__________ can be set up in forms to automatically calculate scores based on form answers

What is Scripting?

400

You can set up the time each provider is available on the calendar using __________ types or __________ types.

What are Slot Types or Appointment Types?
400

All report permissions can be defined using __________ for each report

What are Access Controls?

400

Add __________ to a patient record to pull up a list in the Patient Alert Workplace

What are Alerts?

400

Money available that is already available on a patient’s record, but can be used for other services.

What is a Patient Unapplied Balance?

400

When forms are loaded form the Online Repository, they automatically go into a folder named __________.

What is Imported?

500

Go to file, setup, scheduling, __________ to set up the default schedule for all providers for a specified period of time

What is Scheduling Administration?

500

Area where users can search for existing reports, data analyses, insight panels, and queries from PyraMED staff and other PyraMED clients.

What is the Online Repository?

500

Permissions to view this section of the patient’s chart is not set up in Settings & Preferences, but is set up in the Image Indexing Lookup Editor category and is where images can be set up to be viewed across divisions.

What are Patient Images?

500

This process can be set up to automatically transfer patient/client balances from PyraMED to the patient’s school account.

What is a Bursar Export?

500

Forms can be automatically added to a __________, which is the foundational note defined for the visit.

What is Chart Note or Chart Template?

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