PTOS Documentation New Features Guide
Contents
1. Select Quick Answer Group List to return to the main Quick Answer menu e 21 Storage Groups Settings Add Storage Group Migrated Attachments ARSchments migrated from an emba version ef PTOS Migrated Notes Dotumentalion noles migneied from an eather version of PTOS Patient Photo Select Storage Groups to edit or create Storage Groups Select Add Storage Group to create a new group or select an existing Storage Group to edit Name Desenplon J Save Storage Group Storage Group List Enter or edit the Name and Description of the Storage Group Select Save Storage Group to save Select Storage Group List to return to the main Storage Group list Select the Settings button to make changes to your account information LOS PTOS dl s Under Account Settings view your Customer Number First and Last Name Practice Name and Practice Email Under User Settings view your Username and User Email Select the Change Password link to input a new password e 22 Acceptable passwords must contain e Atleast 8 characters e One capital letter e One special character O One number An example of a correct password might be Pas5word 46 OOS Practice e AN software Change Password Please enter and confirm the new password for your account Password Re enter Password To change your password enter your desired password and then re enter that same password as v2. Althoff Dr Effingham IL 62401 Technical Support 800 824 4305 Technical Support Fax 217 342 4571 PL PATTERSON Contents Contents 3 PTOS 6 0 4 PROS Documental Messrs a hud daca aweda wd erdhs eiswibua kad aadenoinieiedenns 4 My S CHOC UI 6 ost op ecentee 5 VIE WO DION ada oa ins cod 5 PACT S53 danetinas tudna tec etwaias data 5 TRETAS ROPA Pon euanded lt aatntctanse eset see aeldan E ste abany eleseoadianea ena 6 O Gta meas a a teal carta ance ahose 6 Dates and Additional OPH OMS ina estate gienonsbawatbieseusenes ds 7 NEDO aae RE RA 7 VIEW OPIO a A 7 OC ALCO B Vnan coi anio cies odos 8 ASSINA terapistas 8 Note Dates and AU csi 9 To E ditaneasino Note o dio od aii 9 Add NO DSi Sos 10 COPY ATOM o old a some cosatee cauboatactadetegame aos aocanins 10 PUM PS VAC Wo ha cai ate onscreen onan ea aa nse eeoneiaeanaed uae 10 Palle iit Sit sgsaassaisavoacseadesctuonasongecsosausenasoaseonusectucousonsecsecou semasoaseosuse su cnesnsecsucoussene E 11 Patient VEN AA A AE a O E 11 Patient Daba o oi ecos 12 File SO el SS A E A ae Sauteed Sa 13 Charge Ticket ro iS oie eee anes 14 A O aati eie lsat e ee sates Raed E tea onaice desteaneeaedaauacek 14 Report Desi E RPA rr RT 14 POO CUMMCMCALION SEU A A A aa 15 o E out als E N IEE iat S E ASI Baa tae eat E 16 New Emp lt A ion 16 ETE aT O1 aA E S E E diate nite V Pde Niet E eit cals ecata cts E E E 16 Add QUESTION ia sarne oinen a e ia EAO 17 Add Keessie a ES E 18 In 19 O IN 19
3. Pl AA An 20 OEK ADS WEI noir oriol iia 20 Oiick AMS WET OOPS ei tri 20 rusia to Po O o EI O 22 A e o PEO o o OP o O ad tena meen mach E TAE 22 PTOS 6 0 PTOS Documentation Signing Out Introducing the new portable online version of the Documentation module of PTOS Access your Documentation from any Internet enabled computer or mobile device The following is a breakdown of the newly updated module PTOS Homepage A AN software ee a Pairs Le Porra My Schedule hr your scheduled Apocenirent My Notes ara Pob Por al Sf ar PO Patients Reports Chit aie e pepo ol Dscarsariiabon dati Documentation Setup Settings My Schedule Access your Schedule from any internet enabled computer My Notes Access your Notes from any internet enabled computer Patients Search a list of Patients Reports Generate a report of Documentation data Documentation Setup Customize your Documentation Templates Settings Store your Account information and select security settings Use the Sign Out button when closing PTOS Web before closing the browser window My Schedule My Schedule PT Mai Facility Lunch Break Poot Lunch Break Pool per 12 00FM 1 00FM Sialus Bloch ok Lunch Break O Pool Select My Schedule to view a web based version of your schedule Select View Options to customize your display View Options Facilities All Facilities o Therapists All Th
4. Upload button e 13 Reports Charge Ticket Menu Charge Ticket iD Logia gt search lor Procedures by Description incksda Adona Codes Inciada Fes Schade Codes Cindy Date of Senice 101582013 non Save Cancel SO NARA A OOO LAO dl Sere In the Charge Ticket select the drop down menu to choose Description or Procedure Code Select the checkboxes to Include Additional Codes and or Include Fee Schedule Codes Only Place your cursor in the Search field to enter a code or select the Show All Codes button Select Add checked item to the Charge Ticket to add the code to the ticket Enter the date of serve use the defaulted date or select the calendar button to choose the date NOTE changing the date of service will reset the Charge Ticket Select Save to save the charge ticket Select Cancel to exit the charge ticket without saving Report Designer Report Designer Select Report To choose a report click Select Report I Select Report Note Details Choose a report from the list e 14 Mena Report Designer Login J Noto Detalls Facilities All Faciities Assigned therapist All therapists r Created by therapist Ail therap sts Palieni Last Hama Account Types Al Accomnt Types O Stabus Any Status 5 Appointment Attached Either o Note date from 10015 2013 O lo 10 15 2013 O G Run Report Use the drop down menus to select e Facilities
5. from another note to this exiting note The color system shows Green for today s notes Yellow for open notes older than the current date and its for closed notes Print Preview Time of date 10 15 2013 Section 1 Hone 1 12 Hone 2 23 Calculation None format None 650 Calculation None format hh mm 1100 Select the Print Preview button to create a printed note or an email fax note e 10 Patients Search By To search for Patients select the Patients menu In the Search By field use Last Name the drop down menu to select from the following options Select the search field and enter the desired criteria for your search Select Last Name First Name Patient ID Phone Facility ID Enter on your keyboard to search Patient Viewer Name Nickname Patient ID Prirnary Facility Gender Select a Patient from the Patient List to open them in the Patient Viewer Angie Abbott 555 55 5555 555 55 5555 Case Referral Bill Insurance Emergency Info In here you can view patient information using the tabs Patient Case Referral Bill Insurance Emergency Info Patient Dashboard Change Patient o 11 Use the Patient Dashboard to view patient notes case information scheduled appointments visit statistics upload a File for File Storage and create a Charge Ticket Patient Dashboard ca cone o C Case Note Viewer Case Number 1115 Account Type ote Viewer E Last Vis
6. PTOS 6 0 New Features Guide Volume 1 2014 Patterson Medical Supply Inc All rights reserved Microsoft and Windows Explorer are trademarks of Microsoft Corporation All other trademarks which appear in these pages are the property of their respective owners COPYRIGHT NOTICE This software and operations manual are both protected by U S Copyright Law that Title 17 United States Code This software and publication have been provided subject to a license agreement which restricts their use No part of this software or user manual may be copied or distributed disclosed transmitted or reduced to any electronic medium without the express written permission of PTOS Software A Patterson Medical Company Infringement of copyright can result in criminal prosecution fines and imprisonment in addition to civil damages DISCLAIMER This software and manual are provided on an as is basis Except for the warranty described in the PTOS software license agreement there are no warranties expressed or implied including but not limited to implied warranties of merchantability or fitness for a particular purpose and all such warranties are expressly and specifically disclaimed In no event shall PTOS Software A Patterson Medical Company be responsible for any indirect or consequential damages or lost profits even if PTOS Software A Patterson Medical Company had been advised of the possibility of such damage Patterson PTOS 1201
7. e Assigned therapist e Created by therapist e Patient e Account Types e Status e Appointment Attached Enter the Note date from and to or use the calendar button Select Run Report to generate a report Documentation Setup E Mona Documentation Setup login Decumentation Templates Templates O Show a ll of Docomenislon Tempura Template Sections o Show a lat of rd Docomenta on Tempisip Scion Template Questions Show a ist af dived Docamentaton Temple uhiti 5 Template tems o Show a bat of pad Diorama Tampir neers a Associated Lists Template Groups O Shaw a lei of Tempie Goop Quick Answers o haw a lel of Cuick Arton z Quick Answer Groups o Stet IA of Duaci Aat Circe In the Document Setup create and edit Document Templates Template Sections Template Questions and Template Items e 15 Templates Documentation Template List 2ql2a o 36450 i 387867 In Documentation Template List use the search field to locate an existing template or select the Add Template button to create a new template New Template Add Secon Add Question Name Hew Temple x fed em Descrip Enie a Descripeion for the Template Tomplabo Groupe o Select Group s More Ingury Ara j jury o Select Injury Areais Hone m Crean Charge Ticket E Auto Link ton Appointment In the New Documentation Template enter the desired information or use the buttons to add information Add Select Save Template t
8. elect the checkbox for the available user or use the Check All and Uncheck All buttons to select the therapist Select Submit Note Dates and Statuses Mole date from 1204 2013 lo 12044014 Status Any Satus Account Types m All Account Types O Apply 66 Use the available fields to record the Dates Status and Account Types Select Apply To Edit an existing Note Hole Ham new mole added for refresh sue Note Dale 100012013 AT Accouni Type To edit an existing note select the desired note Date and Account Type Aaron New Section CPI 97032 E STIM ATTENDED Modifier Units CPT 98778 ESTAB PAT EVAL COMPREHEN Modifier Units Enter the CPT Modifer and Units Are you there Are you there Enter the Note Name Note Q Once you have finished entering the note information select Save to save this note Select Close Note to exit without saving Add Note Type Add Type Section Question Select the Add to Note button to add a Type e Select Section to add a section to the exiting note e Select Question to add a question to the existing note e Select Item to add an item to the existing note Copy From Copy From Note o Sample Office Template Note Date 12 04 2013 Template Note Date 12 04 2013 a Template Note Date 12 03 2013 a Template Note Date 11 21 2013 Template Note Date 08 29 2013 Closed Select Copy From to add a component
9. enter a from and to date to filter your schedule by a specific date range Select the checkboxes to Show cancel no show appointments if you wish to include them in your schedule Select the open time checkbox to include the unscheduled times on your schedule Mins Barbra Ce Ac Araye Sepak pore Miss bees TROT 1 gt BRC AM cie Avagred eran Ear Biia la Ce E ARM ce diga Peram Ger Mins Ettabee GSA Bl AA gt eee Acageed trogen Lar Bis Dobe ee UO B o AM Aror Aire Posa Ger Select My Notes to view your notes make updates View Options Created by Assigned therapist Note dale irom 1204 2013 to 1204 2013 Status Accouni Types Apply baitis Evasi n Arm Ficka PT les Facility al a Pa napa Pac Apia ra Mate Fira etg perla Fist dra sra Mote Vires evire berplta 1 if Pacino Apia Dra Mata Fermer lavan Tenista F Fie Minha Berta o Use this area to create new notes and All Created by All Assigned therapist Any Status All Account Types Created By Created by Administrator Jason Keith Kim Megan Therapist Test Therapist Administrator Select the checkbox for the available user or use the Check All and Uncheck All buttons to select the creator Select Submit Assigned therapist Assigned therapist Check All Uncheck All Administrator Jason Keith Kim Megan Therapist Test Therapist Administrator S
10. erapists Appointment Types AN Types a Appointment date from 10 04 2013 o t yai042013 oe Show cancalino show appointments Show open time o Apply In the View Options select the drop down arrow to open each option Select from the following options Facilities Facilities Check All Uncheck All 2 PT Location 2 Name 3 Location 3 4 Facility 4 4 Location 4 Billing 1 Facility 2 MAIN PT Main Facility SATELLITE Satellite Facility In the Facilities select the checkbox to filter your schedule by location Therapists Therapists Administrator Therapist Administrator Kim Therapist Administrator Test Therapist Tom In Therapists select the checkbox to filter your schedule by therapist Multiple options can be selected All Types Appointment Types Check All Uncheck All A Initial Evaluation Aquatics Appointment Brace Orthotic Fitting Consultation Daily Visit Daily Visit Medicare Discharge Independent Medical Eval IME Initial Evaluation Initial Evaluation Extended Other Submit In All Types select the Appointment Types to filter your schedule by type Multiple options can be selected My Notes Dates and Additional Options Appointment date from ENE TEK lo 1204 2013 Hole Completed Change Completed Show cance sia appolriments Shipa apin irr All All 280 e Apply In the Appointment date from area
11. erification Select Save Select the Security Questions link to view or revise your Security Question information LOS Practice software Support Change Security Questions Security questions help secure your account Please select questions and answers you will remember Security Question 1 What was the name of your childhood pet Vv Answer Fluffy Security Question 2 What is your maternal grandmother s maiden name v Answer Abbott Security Question 3 What is your oldest sibling s middle name v Answer Angela To set your security questions use the drop down menu to select a Question from the available options Then enter the answer in the Answer field Repeat this process until all three question and answer pairs have been set Select the Save button to save your changes e 23
12. ion Type The Question and select the Format Select the checkbox Require the question be answered to close the Note if desired Copy To New Template Select Save Template to save changes to the Template Add Item Add Item New Blank Item New Blank Item New Blank Item New Blank Item New Blank Item Select the Add Item button to add an item to your new template Use the Search to locate an item or select an item from the menu Add Section tam Properties Add Question bom Type AEREA Add Mem z Name item 1 Template Cline Source New Template Widih un peeks SUbjecina What iz patient coming to therapy lor Height in poets Ranked Radeo UF T Question 4 Scion z Sedin 3 Bm i wf Save Template A Copy To New Template e 18 In the Item Properties select the Item Type and enter the Name Source Width and Height Select Save Template to save changes to the Template Template Groups In the Template Groups enter a Template in the Search field or select a Template from the menu Select Add Template Group to create a new group Template Group x Group Template 1 Group Template 2 Group Template 3 Group Template 4 Group Template 5 Group Template 6 Group Template 7 Group Template 8 Group Template 9 Select a template and select Submit Injury Area Injury Area Arm Leg Wrist Hand AnkleDescription Select an injury area to be added to the templa
13. it 11 14 2013 Note Date 12052019 x Authorized Visits 0 e ARSS Actual Visits 2 Note Date 12 09 2013 Remaining Visits 0 O Note vi Authorization Expiration Date Noto Osta 12052013 Next Physician Appt G Note Viewer a csse vsa AAA SAAD Count Visas From Note Viewer o Note Date 12002013 C O There are no Future Scheduled Appointments for this Case Upload File There aro no fes in storage lor this case Charge Ticket The Patient Dashboard lets you manage your notes in one location Count Visits From Select the Date Picker button to enter a date range Save Case Changes Once changes are made select this button to save Add New Note Select this option to add a New Note e 12 Note Viewer Use the available button to either link to appointment or delete the note Delete Note Link To Appointment Are you sure you want to delete Daily Visit Note 12 07 2013 This action cannot be undone 12 30 2013 10 15AM 10 30AM Consultation Room 1 Therapist B Douglas Facility MAIN Cancel File Storage File Storage Upload File There are no files in storage for this case Select the Upload File button to attach a file to a File Storage location Upload Storage File storage group 20 e Description Patient Letter Use the drop down list to select a Storage group Enter a Description Select Browse to locate the desired file Select the
14. o save changes to the Template Section Fuld Question gt Mar caan 1 Add ther Dieiciipilor Enter a Description for the Section Require at least one question Jin the Section be completed to dose the a Note E ciiid Save Section E Secton List Select the Add Section button to add a section to the new template e 16 Add Section New Blank Section New Blank Section New Blank Section The Add Section menu appears Use the Search field to locate a section or select from the available options Add Section Add Question image Add Item Width in poets Height in pixels v Save Template Copy To New Template In the Section Properties enter a Name and Description Select the checkboxes for Require at least one question in this Section be completed to close the Note or Collapsed if desired Select Save Template to save changes to the Template Add Question Add Question New Blank Question Where does it hurt Have you been following directions Do you have a history of Select the Add Question button to add a question to your new template Use the Search to locate a question or select a question from the menu e 17 Hew Documentation Template Quesbon type Standard Text The Quesbon Giaa x mal Formal None Require thts question be answered lo Close ihe Note Ff Save Template In the Questions Properties enter the Quest
15. te e 19 Template Sections Documentation Template Section List In the Template section select a Template from the available options Use the Add Section area to make changes to an existing template Quick Answers Add Quick Answer A Answer 12 c Answer 1 Answer 2 Time In the Quick Answer section select a Quick Answer from the available options Select the Add Quick Answer button to add Quick Answers to the list Quick Answer Groups E Menu Quick Answer Groups Login Add Quick Answer Group Answer Group 4 Answer Group 2 Select a Quick Answer Group from the available options or select Add Quick Answer Group to create a new group e 20 Answer Group Name a Add Existing Quick Answer Add New Quick Answer Group Answers Existing Answer ABC Existing Answer Answer 12 su E e p Exisiing Answer A Ae Save Quick Answer Group Quick Answer Group List Assign Answers Answer 1 Answer 2 Answer 3 Answer 4 Answer 5 Answer 6 Answer 7 Answer 8 Answer 9 mua an Select the desired answer and then select the Submit button at the bottom of the menu Select the Add New Quick Answer button to add a new Answer to the Quick Answer Group New Answer Use the Up arrow Down arrow and Delete x to reorder or remove the answer Save Quick Answer Group Quick Answer Group List Select Save Quick Answer Group to save the selected answer group
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