Building Accounts
Codes
Paperwork Flow
Scheduling
Miscellaneous
100

When building an account, what goes in the Misc./Other line?

Spouse Name, Kids name, "Goes by", pronunciation of name

100

What is the purpose of the brown box?

Re-eval ppwk needs to be filled out

100

There are TP's in Room 1. Where can I find the NPM clipboard?

Locker #1

100

How do you build a schedule?

R Click the appt. ledger

100

When building a schedule, how do you add the appropriate eval codes?

L Click the appt. ledger & add "1,2,3,P" according to the SM binder for their CCP

200

What number goes on the BC line?

Patient File No.

200

What color is the "N" code? What are the appropriate time slots to schedule an "N" coded appt.?

Blue; 10-12, 4-6

200

Where do COMPLETED (filled out) re-eval forms go?

Black Tickler (next to the printer)

200

Where can you find the total number of visits on the schedule for the day?

The number in the box on the top L corner of the scheduling screen

200

What 3 things should be done during the NPO?

1. Set Services 1-6

2. Input Stop Managers

3. Add NPO Transaction

300

How do you turn the F5 box red?

++

300

What are the appropriate times to schedule a magenta code?

Tues 7pm, Wed-Fri 1pm

300

There is a busy NPO. Once you take a PM's 1st payment, what happens to their ppwk?

Place Day 2 Checklist on top of (CCP, Fin. Com., Policies), Add to Day 2 Folder in Incomplete bin

300

From the scheduling screen, how would you add an adj. vs. a special coded appt. to the schedule?

R Click=Add Adj.

L Click=Choose the appropriate code, Add

300
Name 3 functions that can be achieved from the Z list screen, and it's importance.

-Remove appt. code

-Cancel Arrivals

-Lock/Unlock Tables

-Lock patients

-Release patient to be called

-Move from bottom to top/Top to bottom of list

400

What color should the "Plan Start" section be once completed properly?

Purple

400

What is the yellow code & what happens at this visit?

PROF=Progressive Report of Findings

See updated xrays and get Maintenance CCP

400

What happens to re-eval ppwk & scans once PM is released from the room?

Held at FD until PM is called back. Clipboard is placed face down on keyboard at station w/a red pen attached

400

Mrs. Jones calls to cancel her NPM appt. What is the appropriate way to remove her from the schedule?

R, Q w/description on why; Add as an update in 2 days and add note to F5 box

400

A stop manager (that did not stop the patient) went off when a PM checked in, but has been deleted from the screen. How can I access it?

V-J Report

500

What services 1-6 need to be set for an INS patient?

Ext/Cran, Ther. Ex., Adj. 3-4 

500

What does ROF stand for? What is a ROF appt? What color is the ROF code?

Report of Findings; Review x-rays; Bright green

500
Give the step-by-step directions on how to scan in a completed Day One packet.

Stamp "SCANNED" & initial/date. Scan in & Save as Last name, First name, Day One. Import into PM documents. Shred ONLY after double checking the complete document was uploaded into PM file.

500

How do you add a patient to the schedule for once every other week?

Go two weeks from the last scheduled appt., R Click the time slow:

Quantity=# of adj (half the number of weeks)

Every ? wk= 2

500

Answer a NPM phone call.

Dr. Keith