PocketMed PocketBilling 4.0 Documentation (Palm)

1.4 Upgrading from PocketBilling 3[ View: Palm | Pocket PC ]

1. Follow the instructions above for general installation.
2. After installation, use from PocketBilling Desktop select File > Import PocketBilling 3.0 Data
3. Select the handheld user to import

1.5 Open PocketBilling 4.0[ View: Palm | Pocket PC ]

1. Navigate to PocketBilling 4.0 on your handheld device
   
2. Select PocketBilling 4.0

2.2 Adding insurance information[ View: Palm | Pocket PC ]

1. Select Patients from the Go-to menu (if not already selected).
2. Find the patient to edit.
3. Use the Next --> button on the main Patient Information form until you see the Insurance button (3rd screen).
4. Select the New button from the Insurance list.
5. Enter the Insurance information into this form.
6. After entering/modifying the insurance information, select Save to save the insurance record for the patient.
7. Finally, select Go-to > Back to return to the patient information form.

3.2 Using the available Rounding filters[ View: Palm | Pocket PC ]

1. Select Rounds from the Go-to menu (if not already selected).
   
2. From the Rounds screen.
   

   • 3.2.1 Hospital selector

     Filters rounding patients by Hospital.

   • 3.2.2 Rounded date

     Filters rounding patients by Last Round date: Not Seen Today, Rounded Today, Rounded Any Date

   • 3.2.3 Admission status

     Filters rounding patients by Admission status: Admitted, Discharged, All

4.2 Using the available Visit Database filters[ View: Palm | Pocket PC ]

1. Select Rounds from the Go-to menu (if not already selected).
   
2. Select the patient to add a Charge. Be sure to check the View selectors to narrow the field of search.
   
3. Select Visits from the patient record form.
   
4. From the Visits screen.
   

   • 4.2.1 Visits with/without charges

     Filters visits by those with and without a Charge or all visits.

5.0 Misc.[ View: Palm | Pocket PC ]

• PocketBilling 4 provides many additional features to help further your handheld charge capturing experience.

5.1 Using the Print feature[ View: Palm | Pocket PC ]

• 5.1.1 Printing with PocketBilling Desktop

  1. Select the database to print (Rounds, Visits, Patients) from the Go-to menu (if not already selected).
  2. Choose File > Print to open up the formatting menu to select the desired printer output format:
     • Record View Format: Prints each patient’s record in turn, separated by a dashed line. Each field is printed on a separate line.
     • List View Format: Prints each patient’s record in turn, in an easily read and space-saving spreadsheet format.
  3. The standard Windows Print dialog window will be displayed. Proceed as usual.
  4. LIST VIEW FORMAT ONLY: A Print Settings dialog will be displayed where you can customize the layout of the printed pages. Making the following suggested adjustments will produce an easily readable report for your coding and billing staff.
     • On the General tabbed page, select Single as the border and Solid as the border style to print grid lines defining the columns and rows on the spreadsheet.
     • Select Always from the Fit to Page drop-down list for most efficient layout.
     • Likewise, to fit the most patients on each page, go to the Margins tabbed page and choose Landscape as the page orientation.
  5. Tip: In both formats, patient records are printed in the order in which they are displayed on the screen. Sort the patient list as desired, before printing.
  6. Tip: To include only a selected group of patient records, before printing use a filter to select the patients to be displayed and printed. Patients can be filtered based on name, admission or last round date. MR#, hospital, or any other patient data field.

• 5.1.2 Printing over IR

  1. PocketBilling records can be printed from the handheld computer as well using external 3rd party printing agents.
  2. PocketMed recommends the following applications:
     • For Palm OS:
       • PrintBoy (Bachmann Software)
       • IrPrint (IS Complete)
       • PalmPrint (Stevens Creek...)
     • For Pocket PC:
       • PrintBoy (Bachmann Software)
       • PrintPocketCE (Field Software)

5.2 Using the Print Report feature[ View: Palm | Pocket PC ]

1. Select the database to print (Rounds, Visits, Patients) from the Go-to menu (if not already selected).
2. Choose File > Print Records to open up the formatting menu to select the desired printer output format:
   • Detailed Patient Record: Report contains all of the demographic and history information for each patient along with their visits.
   • All Patient Visits: Report contains all of the visits for each patient.
3. PocketBilling Desktop then displays a print preview for how the reports will look. Select [Print] to print the report or [Back] to modify a previous selection.

5.3 Exporting[ View: Palm | Pocket PC ]

• 5.3.1 Exporting from PocketBilling Desktop

  1. Select the database to export (Rounds, Visits, Patients) from the Go-to menu (if not already selected).
  2. Choose File > Export to open up the formatting menu to select the desired export file and formatting options:
     • File Information/Output File: File to export to. Use Browse button to change destination.
     • Plase Quotes around each Field: Places quotes around all fields. Useful when importing data later.
     • Create First Line with Field Names: First line of export contains the field names for each column. Useful when exporting for later processing/import.
     • Only Export Records Within Filter Range: When checked only exports those records that are visible on screen. When unchecked, exports all records in database.
     • Export HanDBase Unique Record Idenfitier Field (rowhdrid_): Exports internal database field identifiers that aid processing and future import.
     • Export Using:
       • Field Order of fields: Exports columns in onscreen visible order.
       • Physical Order of fields: Exports columns in backend physical order layout.
  3. Finally, use the [Export Database] button to create file.

• 5.3.2 Exporting from PocketBilling for Palm

  1. Select the database to export (Rounds, Visits, Patients) from the Go-to menu (if not already selected).
  2. From the top menu choose Actions > Export Records or Shortcut /E to export the records to the Memos application.
  3. The exported records are now available from the Palm or Desktop (using Palm Desktop) with the Memos application.

5.4 E-mail[ View: Palm | Pocket PC ]

1. Export the records to e-mail.
2. On the Desktop use any e-mail application to attach the exported record to a composed e-mail
3. If your Palm supports e-mail send/receive you may also be able to attach the exported records from the Memos application to a new e-mail

5.5 Customizations[ View: Palm | Pocket PC ]

• 5.5.1 Adding/modifying ICD-9/E&M codes

  1. To add an item: When at the database, select the New button to add a record not presently available.
  2. Enter the required information and click the [Save] button.
  3. From within PocketBilling Desktop, modify the list, as needed.
     • To rename an item in the list: Select the item to open the editor. Modify the information and click Save.
     • To delete an item: Select the item and click Record > Delete.
  4. To sort the list of entries: Click the Field header and select Sort Forward/Reverse.
  5. Make your selection, or choose Go-to > Back or File > Save to committ changes.

• 5.5.2 Editing popup fields

  1. Access the popup list for the field by clicking the down arrow beside the field name, as usual
  2. Select Edit Popup List.
  3. Modify the list, as needed.
     • To add a new entry: Click New, type in the new entry, and click OK.
     • To rename an item in the list: Select the item and click Rename. Enter the new name and click OK.
     • To delete an item: Select the item and click Delete.
     • To sort the list of entries: Check the Sort Popups check box.
  4. Click OK to save your changes and return to the previous screen.
  5. Note: The popup choices available when editing a given field can be customized. (This feature does not apply to date fields.) The list of choices is currently limited to 60 items, up to 80 characters each.