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Training Manual Training Manual

Training Manual OutlineTraining Manual OutlineTraining Manual OutlineTraining Manual OutlineShortcutsShortcutsMain MenuMain MenuScheduling DesktopScheduling DesktopH d / F t BH d / F t BHeader / Footer BarsHeader / Footer BarsBasic SchedulingBasic SchedulingSet SchedulingSet SchedulingSet Sc edu gSet Sc edu gMedical Necessity / Prior AuthorizationMedical Necessity / Prior AuthorizationPending AppointmentsPending AppointmentsADM “Process Patient Accounts”ADM “Process Patient Accounts”Resource ScheduleResource ScheduleSearch for AppointmentSearch for AppointmentSearch for AppointmentSearch for Appointment

ShortcutsShortcutsF1F1: If unsure of the function of a particular button within an : If unsure of the function of a particular button within an ppapplication place the cursor over the button and strike F1 application place the cursor over the button and strike F1 which will provide an information screenwhich will provide an information screenF11F11: Opens up EMR: Opens up EMRp pp pF12F12: Saves information entered : Saves information entered –– may use this in place of may use this in place of choosing Save choosing Save F9F9: Performs any lookup : Performs any lookup –– may use this instead of selecting may use this instead of selecting y py p y gy gthe down arrow in any look up fieldthe down arrow in any look up fieldTabTab: Takes cursor to the next section : Takes cursor to the next section –– may use this instead of may use this instead of scrolling with mousescrolling with mouseggLeft/Right ArrowLeft/Right Arrow: Moves to the next answer within any : Moves to the next answer within any sectionsectionSpace BarSpace Bar: Selects the desired answer: Selects the desired answer –– may use this insteadmay use this insteadSpace BarSpace Bar: Selects the desired answer : Selects the desired answer may use this instead may use this instead of the mouse to select appropriate answersof the mouse to select appropriate answersTT: T= today’s date; T: T= today’s date; T--1= yesterdays date, T1= yesterdays date, T--7= one week ago 7= one week ago –– this can be used in date/calendar questionsthis can be used in date/calendar questionsqqNN: N= now : N= now –– this can be used in time questionsthis can be used in time questionsAlt + F4Alt + F4: Closes open window: Closes open window

ShortcutsShortcutsShortcutsShortcuts

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1: Meditech Information Systems On-line Help2: Links to Micromedex3: Print page view4: Lock Session: temporarily minimize the session and lock it5: Email

Main MenuMain Menu

Main Menu is the default screen Main Menu is the default screen after logging into Meditechafter logging into MeditechThis menu allows access to This menu allows access to routines and functions to perform routines and functions to perform job requirementsjob requirementsjob requirementsjob requirementsBack: goes back one menuBack: goes back one menuHome: Goes back to home pageHome: Goes back to home pageRecent: The routines accessedRecent: The routines accessedRecent: The routines accessed Recent: The routines accessed during the current Meditech client during the current Meditech client sessionsessionFrequent: View frequentlyFrequent: View frequentlyFrequent: View frequently Frequent: View frequently accessed routines. This menu accessed routines. This menu displays 20 most frequently used displays 20 most frequently used routinesroutines

Scheduling DesktopScheduling DesktopTheThe PatientPatient button provides the ability for thebutton provides the ability for theThe The PatientPatient button provides the ability for the button provides the ability for the user to schedule, view, and/or edits a Patient’s user to schedule, view, and/or edits a Patient’s visit or visits to the hospital. visit or visits to the hospital. The The Department Department button provides the ability to button provides the ability to

i b k d/ di i f hi b k d/ di i f hview, book, and/or edit appointments for the view, book, and/or edit appointments for the department selected.department selected.The The Appt Book Appt Book button provides the user the button provides the user the ability to manage the schedule in a format thatability to manage the schedule in a format thatability to manage the schedule in a format that ability to manage the schedule in a format that resembles a paper appointment book. The resembles a paper appointment book. The appointment book allows for the editing of the appointment book allows for the editing of the resource schedules along with the resource schedules along with the b ki / di i f i i Thb ki / di i f i i Thbooking/editing of patient appointments. The booking/editing of patient appointments. The appointment book provides the user with a appointment book provides the user with a visual diagram of what appointments are using visual diagram of what appointments are using what resources during their visit.what resources during their visit.what resources during their visit. what resources during their visit. The The ResourceResource button provides the user with a button provides the user with a view of the selected resource’s schedule. This view of the selected resource’s schedule. This allows the user to view, edit, and perform other allows the user to view, edit, and perform other f ti l t t th it lf It lf ti l t t th it lf It lfunctions relevant to the resource itself. It also functions relevant to the resource itself. It also allows for the user to book a patient allows for the user to book a patient appointment for that specific resource.appointment for that specific resource.

Scheduling Desktop cont.Scheduling Desktop cont.g pg pThe The Waitlist Waitlist button allows the user to process button allows the user to process those patient appointments that have been those patient appointments that have been placed in a pending status, or those that have placed in a pending status, or those that have been waitlisted and determined that they been waitlisted and determined that they would like to come in earlier than their would like to come in earlier than their appointment date. This routine allows you toappointment date. This routine allows you toappointment date. This routine allows you to appointment date. This routine allows you to move the appointment from a pended status to move the appointment from a pended status to a booked status.a booked status.The The MeetingMeeting button allows the user to book a button allows the user to book a

i f h d d bl k ff hi f h d d bl k ff hmeeting for the department and block off the meeting for the department and block off the necessary resources that the meeting will be necessary resources that the meeting will be using. For instance any personnel that are using. For instance any personnel that are considered a resource would be looked at asconsidered a resource would be looked at asconsidered a resource would be looked at as considered a resource would be looked at as being booked, along with the room resource if being booked, along with the room resource if the resources are built in the scheduling the resources are built in the scheduling module. module.

Header / Footer BarHeader / Footer BarThe buttons at the bottom (footer) of the screen The buttons at the bottom (footer) of the screen will be available based on each user’s access. will be available based on each user’s access.

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1. The Display button determines exactly what appointments are displayed to the user. If the user feels that either too many appointments

b i h thare being shown or they are having a difficult time locating an appointment, pressing this button allows the user to filterbutton allows the user to filter the appointments.

Header / Footer Bar cont.Header / Footer Bar cont.

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2. The Letters Forms button allows the user to either send a letter or form to a Printer orletter or form to a Printer or Print Queue or delete a letter/form from the Print QueueQueue.

3 The Switch Acct button allows the user to switch the account that is being3. The Switch Acct button allows the user to switch the account that is being used on an appointment. This is handy for when either the incorrect account has been selected or the patient’s RCR account has been discharged manually and the future appointments require a new account. When this button is pp qpressed a listing of patient appointments will be displayed at which point you can either select one, or press cancel and create a new account.

Header / Footer Bar cont.Header / Footer Bar cont.

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4. The Change Status button allows the user to change the status of an appointment manually. The routine does not allow youmanually. The routine does not allow you to attend the patient as the registration must be updated at that time, but it does allow you to Cancel, No Show, or place y pthe appointment in a Pending status. When you cancel the appointment you will be prompted for a cancelation reason. Be careful when selecting a reason because certain reasons will have an effect on the Patient’s Medical Record. (example: A

f E E i d ill threason of E – Expired will cause the patient to go into a DECEASED status in Medical Records)

Header / Footer Bar cont.Header / Footer Bar cont.

5. The Duplicate button allows the appointment to be duplicated which

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provides for quick entry when needing to book several appointments which use the same resources without creating a series or set. This will fill out all the details of the appointment without needing to enter in the data except for the date and time of the appointment

6. The Allergies button displays the patient’s allergies and could allow the th bilit t t / dit th ll iuser the ability to enter/edit the allergies.

Header / Footer Bar cont.Header / Footer Bar cont.

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7. The Times button allows the user

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7. The Times button allows the user to enter the times that the patient arrived for the appointment, when they were actually seen, and when y ythey departed. This allows the statistics of the appointment to be tracked on a deeper level.

8. The E/E Alerts button allows the scheduler t t Al t ifi d i t tto enter Alerts on a specified appointment.

BASIC SCHEDULINGBASIC SCHEDULING

MAIN SCHEDULERS DESKTOP

ENTER PATIENT NAME ENTER PATIENT NAME RE: RE: LAST,FIRSTLAST,FIRST

You will see this screenYou will see this screen pop-up after entering patient’s name. Here we enter the pertinent information keeping in mind to enter entire year re: 2000. Once entered click OK or press F12

Patient SelectionPatient SelectionPatient SelectionPatient Selection

When entering information and it is different then what is entered in HIM (lower case vs. upper case letters) this screen will prompt to show the discrepancy in format between what you have entered and what isthe discrepancy in format between what you have entered and what is in HIM. Select Copy HIM. Upon copying, please ensure that the patient information traveling over to your scheduling mode, matches your patient accordingly.

Now on to scheduling!

1. Select Book, to start the scheduling process

2. Once you select Book you will then be prompted to select New Visit or Look for Visit. When scheduling a patient we will select New Visit.

Enter the department you are scheduling for, then press F9, or Enter

CAT Scan Appointment Types

Four main headings that will need to be completed prior to every booking

Patient DataPatient DataPatient DataPatient Data

Address and Employer ScreenAddress and Employer Screen

Insurance InformationInsurance Information

Selecting Appointment date / time / provider

Searching for an appointment date/timeSearching for an appointment date/time

Searching for an appointment date/timeSearching for an appointment date/time

Searching for an appointment date/timeSearching for an appointment date/time

Searching for an appointment date/timeSearching for an appointment date/time

Searching for an appointment date/timeSearching for an appointment date/time

Provider SelectionProvider Selection

Provider SelectionProvider Selection

Manual selection of appointment date/timeManual selection of appointment date/time

Exam InstructionsExam Instructions

Scheduling Additional InfoScheduling Additional Info

Scheduling Additional InfoScheduling Additional Info

Patient’s who require labsPatient’s who require labs

Diabetic QuestioningDiabetic Questioning

Diabetes Questioning cont.Diabetes Questioning cont.

Sch Patient Data for SEMSch Patient Data for SEM

Sch Patient Data for SEM cont.Sch Patient Data for SEM cont.

Sch Patient Data for SEM cont.Sch Patient Data for SEM cont.

Sch Patient Data for SEM cont.Sch Patient Data for SEM cont.

Sch Patient Data for SEM cont.Sch Patient Data for SEM cont.

Sch Patient Data for SEM cont.Sch Patient Data for SEM cont.

Sch Patient Data for SEM cont.Sch Patient Data for SEM cont.

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SET SCHEDULINGSET SCHEDULING

SET SCHEDULINGSET SCHEDULING

Set Scheduling Set Scheduling -- BOOKBOOK

Set Scheduling Set Scheduling -- BOOKBOOK

Set Scheduling Set Scheduling -- BOOKBOOK

Set SchedulingSet Scheduling -- BOOKBOOKSet Scheduling Set Scheduling BOOKBOOK

Set Scheduling Set Scheduling -- BOOKBOOK

Set Scheduling Set Scheduling -- BOOKBOOK

Set Scheduling Set Scheduling -- BOOKBOOK

Set Scheduling Set Scheduling -- BOOKBOOK

Set Scheduling Set Scheduling -- BOOKBOOK

Set Scheduling Set Scheduling -- BOOKBOOK

Set Scheduling Set Scheduling -- BOOKBOOK

Set Scheduling Set Scheduling -- BOOKBOOK

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Medical Necessity / Prior AuthorizationMedical Necessity / Prior Authorization

Medical Necessity / Prior AuthorizationMedical Necessity / Prior Authorization

Medical Necessity / Prior AuthorizationMedical Necessity / Prior Authorization

Medical Necessity / Prior AuthorizationMedical Necessity / Prior Authorization

Medical Necessity / Prior AuthorizationMedical Necessity / Prior Authorization

Medical Necessity / Prior AuthorizationMedical Necessity / Prior Authorization

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Pending AppointmentsPending Appointments

Pending AppointmentsPending Appointments

Pending AppointmentsPending Appointments

Pending AppointmentsPending Appointments

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ADM “Process Patient Accounts”ADM “Process Patient Accounts”

ADM “Process Patient Accounts”ADM “Process Patient Accounts”

ADM “Process Patient Accounts”ADM “Process Patient Accounts”

ADM “Process Patient Accounts”ADM “Process Patient Accounts”

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Resource ScheduleResource Schedule

Resource ScheduleResource Schedule

Resource ScheduleResource Schedule

Resource ScheduleResource Schedule

Resource ScheduleResource Schedule

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Search for AppointmentSearch for Appointment

Search for AppointmentSearch for Appointment

Search for AppointmentSearch for Appointment

Search for AppointmentSearch for Appointment

Search for AppointmentSearch for Appointment