Tiêu đề Management Workbook (New Logos) - Master Copy.pdf ✅

Introducing the Basic Use of Bp Management User Training Workbook This is Best Practice Best Practice Software is a leading Australian provider of medical software. Since launching in 2004, Best Practice has forged a reputation for quality products, great user functionality, and excellent customer support. We’ve partnered with medical practitioners to deliver a range of cutting- edge and user-friendly clinical and management software solutions, designed for simplicity, easy operation, feature-rich application and real world dependability. We provide updates and enhancements, and regularly engage with our customers with tailored training solutions and user events. Our reputation is built on trust, and our products and support services are delivered with our customers in mind. Best Practice really is an evolution in medical software.
Best Practice Softw are © 2004 – 2014 – All Rights Reserved Best Practice Softw are © 2004 – 2010 – All Rights Reserved This document is proprietary information of Best Practice Softw are Pty Ltd. Distribution of this information may constitute a breach of our Code of Conduct, and may infringe our intellectual property rights. Document Responsibility: General Product Team, Best Practice Softw are © Copyright 2015 Page | 2 Table of Contents This is Best Practice .......................................................................................................................1 TABLE OF CONTENTS..................................................................................................................... 2 ABOUT THIS COURSE..................................................................................................................... 5 Course Objectives ..........................................................................................................................5 Target Audience .............................................................................................................................5 Course Prerequisites ......................................................................................................................5 About This Workbook ......................................................................................................................5 WINDOWS TIPS............................................................................................................................... 6 WINDOWS 7/VISTA WORKSTATION............................................................................................... 8 BEST PRACTICE SHORTCUTS......................................................................................................... 9 Key................................................................................................................................................9 Ctrl ................................................................................................................................................9 Alt..................................................................................................................................................9 Shift ...............................................................................................................................................9 Main Window..................................................................................................................................9 Patient Screen................................................................................................................................9 Appointment Book ........................................................................................................................ 10 NOTES...........................................................................................................................................11 GETTING STARTED WITH BEST PRACTICE MANAGEMENT ..........................................................15 Best Practice Samples vs Live system ........................................................................................... 15 Where is the Data stored? ............................................................................................................. 16 HOW TO LOG IN AND OUT OF BEST PRACTICE............................................................................17 Log in........................................................................................................................................... 17 Log out ........................................................................................................................................ 17 USING BP SAMPLES.....................................................................................................................18 THE MAIN BEST PRACTICE SCREEN............................................................................................19 TRY IT... EXERCISE 1 – ADDING A NEW PATIENT.........................................................................20 MANAGEMENT WORKFLOW..........................................................................................................21 Arriving a patient........................................................................................................................... 21 TRY IT... EXERCISE 2 – ADDING AN APPOINTMENT .....................................................................22 STARTING A VISIT.........................................................................................................................23 Finalising a Visit............................................................................................................................ 23
Best Practice Softw are © 2004 – 2014 – All Rights Reserved Best Practice Softw are © 2004 – 2010 – All Rights Reserved This document is proprietary information of Best Practice Softw are Pty Ltd. Distribution of this information may constitute a breach of our Code of Conduct, and may infringe our intellectual property rights. Document Responsibility: General Product Team, Best Practice Softw are © Copyright 2015 Page | 3 TRY IT... EXERCISE 3 – BPM WORKFLOW..................................................................................24 ACCOUNTS....................................................................................................................................25 Creating an Account ..................................................................................................................... 25 Appointment has ‘At Billing’ status .............................................................................................. 25 MBS Item .................................................................................................................................. 25 Fee list...................................................................................................................................... 26 Service detail............................................................................................................................. 26 Restriction Code ........................................................................................................................ 26 Processing an Account.................................................................................................................. 26 When Appointment has ‘At Billing’ status..................................................................................... 26 Billed to Medicare Direct Bill or DVA Direct Bill. ........................................................................... 26 Billed to Patient / Other / Head of family / Work cover. .................................................................. 27 TRY IT... EXERCISE 4 – PROCESSING AN ACCOUNT....................................................................28 TRY IT... EXERCISE 5 – ON THE FLY ACCOUNTS .........................................................................29 BILLING HISTORY..........................................................................................................................30 Patient Billing History .................................................................................................................... 30 Enter a Payment........................................................................................................................ 30 Reprint an Invoice / receipt ......................................................................................................... 31 Cancel an invoice ...................................................................................................................... 31 Write off .................................................................................................................................... 31 Adjust ....................................................................................................................................... 31 Reverse Payment ...................................................................................................................... 31 Account Holder History.................................................................................................................. 31 HOW TO USE THE DEBTOR LIST IN BEST PRACTICE?.................................................................32 Debtor list..................................................................................................................................... 32 Filters........................................................................................................................................... 33 Printing Debtor List ....................................................................................................................... 34 Printing Statements....................................................................................................................... 34 Viewing accounts .......................................................................................................................... 34 TRY IT... EXERCISE 5 – ADJUSTING A PAYMENT .........................................................................35 MEDICARE ONLINE CLAIMING......................................................................................................36 SCANNING AND IMPORTING..........................................................................................................37 Bulk Document Import utility .......................................................................................................... 37 Scanning...................................................................................................................................... 37 Document Source ...................................................................................................................... 37 Patient Details ........................................................................................................................... 37
Best Practice Softw are © 2004 – 2014 – All Rights Reserved Best Practice Softw are © 2004 – 2010 – All Rights Reserved This document is proprietary information of Best Practice Softw are Pty Ltd. Distribution of this information may constitute a breach of our Code of Conduct, and may infringe our intellectual property rights. Document Responsibility: General Product Team, Best Practice Softw are © Copyright 2015 Page | 4 Document Details ...................................................................................................................... 38 View ......................................................................................................................................... 38 Save Options ............................................................................................................................. 38 HOW DO I PERFORM A 'CUSTOM' SEARCH IN BEST PRACTICE SOFTWARE?..............................39 WHAT MANAGEMENT REPORTS DO I USE?..................................................................................41 Definitions .................................................................................................................................... 41 Reports on invoices ................................................................................................................... 42 Reports on payments ................................................................................................................. 44 Reports on owing amounts ......................................................................................................... 47 Reports on adjusted amounts ..................................................................................................... 48 Reports on appointments ........................................................................................................... 48 Reports on patients .................................................................................................................... 49 HOW DO I BACKUP BEST PRACTICE SOFTWARE?......................................................................50 Manual Backup............................................................................................................................. 50 Compressed Backup.................................................................................................................. 50 Uncompressed backup............................................................................................................... 51 Scheduled Backup ..................................................................................................................... 51 Restore ..................................................................................................................................... 52 Backup of individual Databases .................................................................................................. 53 HOW DO I CREATE A 'TEMPLATE' IN BEST PRACTICE SOFTWARE?...........................................54 HOW DO I CREATE AN ADVANCED 'TEMPLATE' IN BEST PRACTICE SOFTWARE?......................56
Best Practice Softw are © 2004 – 2014 – All Rights Reserved Best Practice Softw are © 2004 – 2010 – All Rights Reserved This document is proprietary information of Best Practice Softw are Pty Ltd. Distribution of this information may constitute a breach of our Code of Conduct, and may infringe our intellectual property rights. Document Responsibility: General Product Team, Best Practice Softw are © Copyright 2015 Page | 5 About This Course Course Objectives Through a combination of lecture, demonstration and self-paced practice, you will be able to configure Best Practice Management software to handle the day to day activity in your practice. Upon completion of this course you will know how to: How to use the appointment book Appointment workflow Processing Accounts Waiting Room Patient Demographics Contacts Account Holders As with any learning situation, we recommend you start to practice and apply what you have learned in this course immediately after the class to insure internalization of the concepts and procedures. Target Audience This course is designed for receptions and administrative personnel, who are responsible for day-to-day activities within their Clinic. Course Prerequisites Basic knowledge of the Windows operating system and usage of both keyboard and mouse. About This Workbook This training workbook is designed to be used in the Administration – Management Course.