SAAS Web
User Guide and Documentation |
Document last updated on: 26/11/2020 |
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Software as a Service Cloud Practice Management |
This guide refers only to SAAS Web procedures
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The Front Desk gives quick access to Patient Registration, Waiting Room, Billing, Receipting, Appointment Reminders and Recalls |
Find Patient & Recent Patients
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Recent Patients
The Recent Patients list provides quick access to facilitate work-flow in busy practices (single click to return to a patient’s record). Patient Registration Details
The Patient Registration screen is organised in TAB pages: - Personal
- Address
- Health Fund
- Additional
- Referrals
- Contacts
- Family
- Notes
The minimum requirements are normally name and address, but Specialists normally must also record Referral details. |
To enter details for a new patient, click the New Patient icon. The will present the Personal details TAB as shown, with field prompts for the required information.
Not all fields are required, but (obviously) - if you bill Medicare then Medicare details are required. |
Manual Reference Number This isan OPTIONAL field. The purpose is to cross-reference the patient with any othersystem, or manual medical record system. Category
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Category is optional. You may want to capture this information for analysis. The categories are maintained in Setup.
Title Use the drop-down list to select the Title. Use the setup program to add or restrict available titles. Genderapplicable to the title will be displayed. Enter if required for non-gender-specific titles. Preferred name, Full Name Address Name |
In thisexample, Last Name, First Names(s) are entered and Title selected. The additional names are defaulted: PreferredName Full Name AddressName
You should overwrite these defaults as appropriate. This facility assists in the accuracy or your records and correspondence |
Australian Government Funded Services |
Medicare Online checks can be initiated for:-
- Medicare Card details
- Health Care Card details
- Veteran Affairs details
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Patient Verification Check - Medicare (PVM) |
First name of patient has been corrected. This should be confirmed with the patient. |
The Last Validation date is set, and the ‘card icon’ is displayed Green to indicate that the record has been successfully validated with Medicare Online. |
Concession Entitlement Verification Check (CEV) |
Veteran Verification Check (PVV) |
Select Billing from the Patient Registration screen. |
Find Patient To selectanother patient (not on the recent Patient’s list) – use the Find Patient facility. |
Patient Account Selectthe Account, and select the default billing fee level for the patient |
You can also create a New Account at this point. New Invoice When the Patient Account has been selected – the New Invoice button is active. |
Click NewInvoice– and the screen is ready for Billing TheInvoice No. is displayed. |
How to Invoice
Quick-Pick Items |
If youselect an Item that has not been configured with an amount for the default FeeLevel, an Information message is displayed. You can overwrite the Default FeeLevel. |
You cancontinue to enter Invoice Item lines (there is no restriction). |
Search Find Item List As analternative to the Quick-Pick Items list, click the Search Find Item Listbutton. |
Thecomplete list of available Items is listed (refer to Setup). Selectthe Item Type – then scroll through the available corresponding Items. Double-clickor press Select Professional Attendance If theItem Type of the selected item is Professional Attendance, then a pop-up screen is displayed toallow the optional entry of the following data items:- - No. of Patients Seen
- Distance in Kms
Number ofPatients seen and the Distance in Kilometers (if the doctor traveled to treatthe patient). |
For an Itemto be known as “Professional Attendance”, it should have a setup in the Itemmaintenance The Item Type should be flagged as “Professional Attendance”. |
Print Invoice, Pay Invoice, or Completed. You cannow Print the Invoice, Receipt Payment of the invoice, orjust mark it as Completed. Print Invoice Select Print Invoice. |
Print Preview Mode (Default). |
Receipts and other print outs can be customized withyour own logo. Advanced Settings also allow you to redesign the layout and printed fields.
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Email Receipt as PDF attachment |
Pay Invoice Select Pay Now |
If the entire amount is being paid with one payment, then just select the payment type(capture bank or cheque details where required – and click Save. |
TheI invoice has now been receipted. You can print the Invoice/Receipt if required. Manual Distribution The allocations of receipted amounts in SAAS Medical Practice Management are knownas ‘distributions’. |
InRadiology Mode– a work-flow supports the correct gathering and processing ofinformation required. Radiologyprocedures require a referral from a General Practitioner. ![](clip_image002.jpg)
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The Radiology Work-Flow steps through a number of processes prior to admitting the patient to the Waiting Room The first essential step is to add the Referral. |
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