PocketPractitionerä Manual

When you are in the Patient List, tap the Palm Menu button to show all items in the PocketPractitioner Menu. Be sure to check out Options -> Preferences to customize your program and set your password. Tapping the Menu button from any other location will bring up the menus appropriate for that form.
To return to the Patient List from any location, tap the Done or Back Arrow buttons.
For PocketPractitioner Office users, you must open PocketPractitioner Office on the PC to be able to synchronize data during the HotSync. Click on the desktop shortcut or look in your Start Menu. Also, critically important, your initial security Name is "Practitioner" and your initial Password is left blank.
We suggest that you keep duplicate paper records until the system is fully installed and tested.
If you are printing notes and charges, we suggest that you keep printing current to minimize loss of data in the event that your Handheld is lost or malfunctions for any reason.

For the rest of you, please read on

PocketPractitioner is a complete package to provide integrated Patient Tracking and Charge Capture. All elements of content were chosen with care to provide maximal functionality in the simplest package. Reading through this manual will help you understand the logic involved and will enhance your ability to utilize its many functions.

Functional and Cost Effective

There are no hidden consulting or subscription costs with PocketPractitioner. You receive industry-standard software tools, and you have total control over all data elements on your Handheld and PC. The total cost of ownership is low, and your return on investment for the billing products is probably less than a few weeks.

Key Features

Patient Tracking. You track patients in any clinical setting, record patient information, create patient notes, and maintain diagnosis and medication lists.
Charge Capture. You capture charges at the point of care utilizing current procedure^®and ICD-9-CM codes.
Printing. Patient charges, notes and patient lists export with ease to a Palm Memo. You may print reports directly from the Handheld to an Infrared or Bluetooth printer using third-party software, such as PalmPrint or PrintBoy. You may also print reports from the PC to a standard printer using using Microsoft Outlook or Outlook Express, the Palm Desktop, or the PocketPractitioner Desktop. With the Office version, you will have multiple advanced reporting options in the PocketPractitioner Desktop application.
Intuitive user interface. The application looks and feels like a native Handheld application, so the learning curve is minimal. Designed by practicing physicians, you capture data easily as you see patients in a way that feels natural to you.
Universal functionality. We designed the application to be useful for any medical practitioner anywhere in the world. PocketPractitioner can be used by physicians or home health providers, in urban medical centers or in rural care.
Platform independent You control your data, which is especially helpful if you see patients in more than one institution. Import and export functions allow integration with other business applications.
Applied Medical Informatics. PocketPractitioner evolved from a Masters thesis to a sophisticated Handheld application today. Our goal is to maintain a high standard of excellence in all aspects of product design and implementation.

PocketPractitioner Professional is our Handheld versions.

PocketPractioner Professional: Patient Tracking

· Track patients in any clinical setting, sort patients alphabetically or by location, filter by location or activity status, and automatically purge inactive patients. A check box in the patient list lets you know who has been seen on rounds.

Record patient demographic data and other clinical information, including patient diagnoses and medications. A notepad for freehand notes is included.
Create patient notes, including daily progress notes and on-call notes. A powerful note form generator is included.
Maintain customizable diagnosis and medication lists, including a note field for each record. This is useful for recording clinical pearls which can later be accessed at the point of care..

PocketPractitoner Professional: Charge Capture and Export & Print

Capture charges easily at the point of care.
Integrate seamlessly with the tracking features listed above.
Export charges and notes to Palm Memos and print from the Handheld or the PC.
Link diagnosis and procedure codes effortlessly.
Eliminate the need for complex coding calculators. When you select a procedure or ICD code, the full description will appear, allowing much faster data entry.
Customize your procedure and diagnosis codes and categories. and sort your codes by description or number.
Custom Primary Care 2006 ICD-9-CM code set.
All codes sets are current, accurate and precise, allowing for prompt payment of charges.

PocketPractitioner Office is our Professional Plus Desktop version. This product contains the complete Handheld application, a complete Desktop application, and procedure and ICD-9-CM. This version offers a rock-solid business application built on Microsoft Access (runtime included), designed to keep track of billing for small and large organizations alike, at a fraction of the cost of comparable solutions. Designed for any medical practitioner in the world, and accepting any diagnosis or procedure coding system, this is a unique and versatile product.

Major Desktop functions:

Complete Desktop application with Access runtime. Enter demographic data on the PC and print reports to any printer.
Extensive reporting capabilities.
Import functions for lists of patients, diagnoses, medications and procedures. You can import codes specific to your specialty or country.
Export charges and notes in Microsoft Word or Excel format for printing or email.

Both versions will accept custom codes from any other billing system.

Terminology

It might help to define a few terms.

Pocket / Handheld: A small handheld computer, usually small enough to place in a shirt pocket. For now, we are developing for the Palm Operating System. A Pocket PC version is in development.
Practitioner: Any medical provider, including physicians, nurses, dentists, physical therapists, chiropractors, social workers, psychologists, etc.
Patient: Any individual cared for by a Practitioner. Feel free to substitute “Client” or other appropriate term.
Palm: A handheld computer utilizing the Palm Operating System.
PC: Personal Computer utilizing the Windows Operating System.
HotSync: When you place the Palm in its cradle and press the HotSync button, information on the Palm is synchronized with data on the PC. It is also possible to perform a wireless HotSync if your PC and Palm are configured appropriately.
Access: A software database program by Microsoft. Your patient information on the PC is stored in an Access database, and a runtime version of Access is included with the Office version.
Procedure: A service or procedure rendered to a patient.
Charge: A patient procedure plus a patient diagnosis.

System Requirements

PocketPractitioner Professional

· A device compatible with the Palm Computing Platform with version 3.5 or higher. These devices include 3Com’s line of Palm products, all Handspring products, Symbol Technologies SPT family of devices, the IBM WorkPad PC Companion, the Franklin Day Planner, the Sony Clie, Handera, and others.

· PocketPractitioner Office

Microsoft Windows 95, Windows 98, Windows NT, Windows ME, Windows 2000, or Windows XP.
A device compatible with the Palm Computing Platform as noted above.

Installing PocketPractitioner

CD Version

Place the CD in your computer. If the install program does not start automatically, go to the Start button, click "Run...", and then type "D:\setup.exe", where D is the name of your CD drive (the letter may vary). You may also go to "My Computer", open the CD drive, and double-click "setup.exe".

Download Version

Download the appropriate file from http://www.pocketinformatics.com , or from any of our download sites, and double-click on the downloaded file.

All Versions

You will be guided through the installation process. If you are upgrading your program, be sure to HotSync your Handheld before installing the new software.

If you have more than one user on the same PC, you will need to set up a different folder for each user. This process is described later.

Updating to the newest version of PocketPractitioner

This product will be continually enhanced. You can always download the most current version from our web site, and you can upgrade to more advanced products at any time.

Be sure to HotSync before you update your application, and, if you have the Office version, make a copy of My Data.mdb. (See Backup and Restore.)

How to Register PocketPractitioner

You have 14 days to register your Handheld.

Download Version

You may obtain a registration key at any time by following the steps listed on our web site at http://www.pocketinformatics.com .

Customer Support

Please send any comments or questions to support@pocketinformatics.com. We will try to answer all questions within 24 hours.

2. A Quick Tour of PocketPractitioner

Patient List

When you first open PocketPractitioner on the Handheld, you will be in the Patient List. Your initial selection is for “<All>” patients, and the patients are sorted in alphabetical order.

· Default. Select the patient view you would like to see first when you tap a patient name from the Patient List. The default is "Demographics". You should probably not change this until you are fully aware of the fields in the Demographics view, as they add significant functionality to the program. However, if 90% of your time is spent entering charges, for example, changing the default will result in two less taps per charge entry.

· ADD ICD-9-CM 2006 Codes. Selectively add diagnosis codes from 400 of the most common ICD-9-CM codes.

· Add Procedure Codes. Selectively add procedure codes.

Password. This follows standard Palm conventions for setting a password specific for PocketPractitioner. This is an important element for HIPAA compliance.

· Numeric Keyboard. When ENABLED, the numeric keyboard will pop up in the Patient SSN, MRN, HomePhone and WorkPhone fields.

· Backup. (Office version only). The PocketPractitioner HotSync conduit transfers data from the Handheld to the Desktop version, but it does not backup the files automatically in the Palm backup folder. When ENABLED, the files will backup with each HotSync, allowing for an automatic restore process if you have a hard reset or your Handheld runs out of power. This is strongly recommended. However, if you have an alternative backup program, and would like to have a shorter HotSync process, this function can be DISABLED.

Registration... This takes you through the registration process or shows your registration information.
Info... When you see the Info button within PocketPractitioner, you can tap it to link to any database that you have installed on your Handheld from Lexi-Comp, including Lexi-Drugs, Lexi-Infectious Diseases and Griffith's 5 Minute Clinical Consult.
Purge... The takes you to a form that allow you to auto-delete all records or those records in the "Unfiled" location.
About PocketPractitioner... This displays information about your current version.

Location

Tapping the Location drop down list brings up a list of current location choices. Tapping any location finds patients for that location only.

The system locations are as follows:

<Active>: All patients that are not in the Unfiled location.
<All>: All patients.
New: All newly created active patients that have not yet been assigned a location. When you add patients from the PC, they will all be assigned the “New” location. We designed this function for several reasons:

We wanted to allow users to change their locations to suit their individual needs, so users may not have identical location names in their lists. This will become more even important when we implement “beaming” in a subsequent version of PocketPractitioner.
We did not want to give it the value of “Unfiled”, as we wanted our new patient to show up on the “<Active>” list.
Assigning the location as “New” encourages the provider to open this record and change the location as he/she is entering other information.

Unfiled: Patients that are inactive, but that are kept on the Palm (not deleted).
Edit Locations…: Allows creation, modification and deletion of locations.

Look Up

This functions similarly to the Palm Address Book Look Up function. Note that when you start typing the last name, the location changes to <All>.
This function works the same in all lists.

Find

Tapping the Find button on the Palm brings up the “PocketPractitioner Find” form. Type any portion of a name or number or a valid date, select the field you want to search on from the drop-down list, and press “Find” (or “Cancel” to return to your previous position.) PocketPractitioner will find all entries on the Palm that match your request.
This function works the same in all lists..

New

Tap to create a new patient.

Patient

Tap any patient to go to the “Patient Edit” form. This is where the action begins.

Patient Edit

Location

Tap any location to assign the location to the patient. Select “New” if you do not know the location, “Unfiled” if this is an inactive patient , and “Edit Locations…”, if you want to change the list of Locations.

Last name

The Patient List is sorted alphabetically by last name, then first name.

First name

Middle name

DOB

Date of Birth: Tap the drop list (the downward-pointing triangle) to show a list of decades for quick data entry. For example, tapping "1920's" will take you to 1/1/1925. Tapping the date field brings up the Palm Calendar.

MRN

Medical Record Number: This is a KEY field, which means that if a new patient is added to PocketPractitioner on the PC with the same MRN that you have entered on the Palm, the Palm demographic data may be overwritten by the PC data. This allows you to simply enter your new patient as you are making rounds as “Smith”, adding only the MRN. If your staff is also tracking your admissions, the next time you HotSync the demographic data may be updated, but the clinical data will be untouched. If you decide not to implement this feature, your data will be untouched by the HotSync event.

SSN

Social Security Number: This is also a KEY field, as noted above. Users not in the USA may use this for any other patient identifier.

Home

Home phone

Work

Work phone

Loc 2

Location 2. When the patients are sorted “By location” in the Patient List, they are sorted first by Location and second by Location 2. This allows you to start your rounds at the top floor and work down, or you can experiment with other naming conventions to make this work for you. For example, if you do a lot of outpatient surgery in the Ambulatory Surgery Department, you may want to give all patients the Location 2 name of “ASD”.

Sex

Check the appropriate box. This field was added as it is often a component of the patients Unique Identification Number or as an identifier in a electronic medical record.

(*)

Placing a check mark in this box places a “*” in the Patient List. You can use this for any purpose you wish, but typically it would be used after you have seen the patient for the day, or perhaps after you have entered the appropriate procedure code.

Clear (*)

Go back to the Patient List by pressing the Back Arrow button and tap the Palm Menu button to bring up the PocketPractitioner Menu. If you tap “Clear (*)”, the “*” are cleared from the location that you are currently viewing. If you want to clear all “*”, then chose <All> for the location.

View Selector

This will be described below.

Details

Tapping takes you to another form to continue data entry.

Provider

This field should contain the name of the provider of services (typically, you). New patients will automatically be assigned to the last provider that was chosen.

Primary

This is the patient’s Primary Care Practitioner or PCP. For billing purposes, this is also the Referring Practitioner.

You can enter the name directly or tap the drop down button for a list of practitioners. From this list, you can perform a Look Up to view the practitioner you would like to add. When you tap the name, you will be taken to another form. Tap “Add” to add this practitioner to your patient’s form.

Insurance

This is the patient’s medical insurance. You can enter the insurance directly or tap the drop down button for data entry as noted above.

Comment

Use this field to make additional notes related to this patient. You may want to add demographic information that is not included in other fields. For example, a trauma surgeon may want to record the patient’s drivers license number. Clinical notes may be created in the Patient Note List, which is described below.

Start date

Tapping this field brings up the Palm Calendar. The start date is the date the patient was entered on the Palm, and it will be auto-entered as the patient record is created.

End date

Data entry is as noted above. The end date is the date the patient encounter was completed. The procedures should be complete and the patient can potentially be removed from the Palm. Entering a date makes “Charges complete” visible. You can clear the End date by tapping the label.

Charges complete (C)

Check this box if all charges have been entered for all dates between the Start date and the End date. A “C” is placed in the Patient List.

If you have the Office version, checking the box makes “Delete after HotSync” visible. Then, after the next HotSync, the patient will remain on the Palm, the charges will be removed from the Palm and saved on the PC , and the “C” is replaced by an “X” in the Patient List.

Delete after HotSync (D) (Office version only)

Check this box to delete the patient and all associated lists from the Palm and save it on the PC at the time of the next HotSync. A “D” is placed in the Patient List.

Delete

Tapping shows up a dialog box confirming that you want to delete the record. If you tap “Ok” then the patient and all associated records will be removed from the Palm and all data entered from the time of the last HotSync will be lost.

Drawing

Tapping shows a form where you can write or doodle on the screen. The date is auto-entered. Tap "Erase" to empty the form. When you click Done, the button changes to "Drawing!" if you have written on the form.

Done

Tap to return to Patient Edit.

View Selector

Tap the View Selector in the left lower corner of the screen. The views include Demographics (also called Patient Edit) and the patient clinical lists: Diagnoses, Medications, Charges, and Notes.

Export

Tap “Export...” in the Record Menu to export Charges and Procedures for this patient only to the Palm Memo Pad.

Back Arrow

Tap to return to the Patient List from any view.

PocketPractitioner Diagnosis List

Before we examine the patient lists, it is necessary to take a quick look back at an earlier topic. Return to the Patient List by tapping the Back Arrow button and tap the Menu button. You will see the six lists maintained within PocketPractitioner. Tap “Diagnosis List”.

LookUp and Find.

As in the Patient List, you can use the Look Up or Find methods to find diagnoses.

Back Arrow

Tap to return to the Patient List.

Tap "Diagnosis List" or the Menu key to open the Record Menu. You will see that you can Sort your list by Diagnosis or Code or elect to Show either Diagnoses and Categories or Diagnosis and Codes. As in the Patient List, you can quickly delete records with "Purge Diagnoses...". (You can restore the records easily as noted below.)

Lastly, if you tap "Add ICD Codes", you will see the following message, "The records displayed are not currently in your Diagnosis List. You may edit the fields and then add them selectively or all at one time. You may repeat this process at any time."

When you first install the program, the list will be loaded with approximately 400 primary care diagnosis codes. However you may delete or purge some of the diagnoses, and you may decide later to reload the diagnoses or check for new codes.

Use the arrows to scroll back and forth through the list, adding the codes as you wish. Diagnoses on your list with matching codes will not be displayed. Although this process may take you some time, it is much faster than adding the items manually. If you have the Office version, you can perform the same functions on the PC.

New

Tap to create a new diagnosis.

Diagnosis

Enter the diagnosis and code and change the category as desired. You also have a note field, and you can write anything you would like about this topic. You can enter up to 2000 characters, or about six screens of information, in this field. This makes it ideal for taking notes during lectures or to make quick notes as you are reading the literature. (Does this remind you of the notebook that you carried in your lab coat during your training?).

Back

This returns you to the Diagnosis List.

Info

If you have a product from Lexi-Comp on your Handheld, this button will take you directly to that database without leaving PocketPractitioner. You will be presented with a choice of Lexi databases, if you have more than one, and after your selection you will be taken to the closest alphabetical match to your Diagnosis. In the Diagnosis List the Lexi button works best with Griffith's 5-Minute Clinical Consult or Lexi Infectious Diseases. When you want to return to PocketPractitioner, tap the Lexi Menu and tap "Quit".

Delete

Tap if you would like to delete a diagnosis. A screen will pop up to confirm your decision.

Stop! You may be thinking that this is entirely too much data entry for the Palm. We could not agree more, which is why almost all list maintenance is automated on both the Handheld and the PC, as described later.

PocketPractitioner Medication List

Go back to the Patient List, tap the Menu button and tap “Medications”. Everything is the same as above, except that there is no code for medications and no categories. In the Medication List the Info button works best with Lexi-Drugs, Nursing Lexi-Drugs, Pediatric Lexi-Drugs, Dental Lexi-Drugs and Natural Products.

PocketPractitioner Procedure List

Go back to the Patient List, tap the Menu button and tap “Procedures”. Everything is the same as above. In the Procedure List, the Lexi button works best with Griffith's 5-Minute Clinical Consult. For example, "Appendectomy" will find "Appendicitis". Even if there is not an exact match, you can use the Info button to jump to Lexi, look up information, and then return to your previous location.

Return to Patient

Go to the Patient List by pressing the Back Arrow button and select any patient.

Diagnoses

Tap the View Selector in the lower left corner of the screen and then tap“Diagnoses” and you will go to the Diagnoses form where the diagnoses for this patient are displayed. To distinguish the patient Diagnoses from the PocketPractitioner Diagnosis List, the patient’s name is displayed in the label. You will find this convention repeated throughout the program.

Tapping any item takes you to the Patient Diagnosis form.

Patient Diagnosis Form

You can edit the Diagnosis or Code, and you can enter a patient specific note.

Details: The Details button takes you to the Diagnosis Edit form linked to your Patient Diagnosis. Here you can view your personal notes link to Lexi-Comp products that you have installed on your Handheld, as noted above.
Delete: Tap if you would like to delete a patient diagnosis. A screen will pop up to confirm your decision.
Done: Tap to return to patient Diagnoses.

View Selector

Tap any item to move to another patient view.

New

Tap “New” to add a new diagnosis to your patient. Not surprisingly, you find yourself back at the PocketPractitioner Diagnosis List. It functions exactly as before, with the following exceptions.

Back Arrow: This will return you to patient Diagnoses without adding a diagnosis.
Add: When you select a diagnosis, the Add button becomes visible. As you would expect, this adds the diagnosis to your patient and returns you to the Patient Diagnosis form. You can add a patient-specific comment if you like, then tap Done to return to the Patient Diagnosis List.

Medications

Tap the View Selector and “Medications” and you will go to the patient Medications list. The list displays the medication name and Sig. Tapping the medication takes you to the Patient Medication form.

Show table

Tapping shows a table to assist data entry for the Sig. “Hide table” removes

the table.

Charges

Tap the View Selector and “Charges” and you will go to the patient Charges list. Everything is the same as above, with the following exceptions:

Charge List

Tapping the charge brings up the Patient Charge form.

Charge Form

Date: The date of the charge. Tapping this field brings up the Palm calendar.
Time: The time of the charge. Tapping this field brings up the Palm date picker.
Procedure: The service or procedure.
Code: The code of the service or procedure.
Modifier: Tap the drop list (the downward-pointing triangle) to show the Modifier List. Make your selection and tap "Add", or tap "Back" if no selection is desired.
Provider: Tap the drop list to show the Practitioner List, if needed. This field will auto-populate the last Provider selected.
Dx 1: The primary diagnosis. Tap the drop list to show the Patient Diagnosis List. Select a diagnosis, or add one if necessary, then tap "Add". Note that if a diagnosis has already been chosen when you tap the drop list, you will see a Message Box asking "Do you want to Delete or Change the diagnosis?".
Dx 2: The secondary diagnosis.
Dx 3: The tertiary diagnosis.
Note: This button takes you to an optional screen for additional details.
Comment: You can make notes for yourself or your billing staff regarding this charge.
Assistant: This is the practitioner assisting the provider with the procedure.
Primary: This is the primary care provider.

Notes

Tap the View Selector and “Notes” and you will go to the patient Notes list. The buttons have similar functions, but the Note section has a number of new features.

Patient Note

The list displays the date of the note and the first line of the note. Tapping the note brings up the Note form.

Date: The date of the note. This is a required field. Tapping this field brings up the Palm calendar.

Note field: Enter anything you wish.
Forms: Tap any item to add a form to the note. Tap “Edit Forms…” to modify or create your own form. (Yes, it really is this easy.)
Insert: Tapping this button brings up a list with the three patient lists, with and without their associated notes. You can combine Insert with Forms to create detailed notes quickly. Example: Select the SOAP form. Tap just after the “A:” to place the blinking cursor at that location. Now select Insert and tap “Diagnosis”. Next, tap just after the “P:”, select Insert, and tap “Medications”.

Palm Menu

Tapping the Palm Menu button in any form other than the Patient List will bring up menus appropriate for that form. All menu selections are available from the Patient List.

Palm Find

Tapping the Palm Find button in any form other than a List will bring up a reminder that you need to be in a List to access this feature.

Palm Applications

Tapping the Palm Applications button exits PocketPractitioner.

3. A Quick Tour of PocketPractitioner Office

Opening PocketPractitioner Office

You must have PocketPractitioner Office open on the PC to be able to synchronize data during the HotSync. Click on the PocketPractitioner shortcut on the desktop or in the Start\Programs\PocketPractitioner Menu.

Your initial security Name is "Practitioner" and your initial Password is left blank. You are encouraged to change the Password in the Tools menu, but bear in mind that if you forget your password, you will not be able to access your data.

If you have multiple users on the same PC, you need to create a shortcut for each user, so that the correct database is open. Only one version of PocketPractitioner Office is allowed to be open at one time.

Main Menu

The Main Menu has a number of buttons to take you to different forms. The Title is customizable by clicking Setup and Preferences. You can exit the program by clicking Exit or chose Exit from the Menu bar.

Print Reports

· If you select Charges: Daily or Notes: Daily , all charges and notes will be printed that have not already been printed. When you click the close button, you will see the following message: “Did you print the report and was it OK?” If you do not want to print these notes again, select “Yes”.

· You may select Charges or Notes By Date.

· You may select Charges or Notes By Patient.

· Additional reports are available in the Reports menu

· Charges or Notes that have been marked "Completed" on the Palm

This is a useful addition to the daily notes, as it will print all notes from the start date to the end date.

· Rounds. A summary of all active patients on the Handheld. Ideal for printing for another practitioner rounding on your patients.

· Report Options allows you to print your charge reports one patient per page or multiple patients per page.

HotSync Options

· Handheld overwrites Desktop. This is the default

· Desktop overwrites Handheld. This is used to restore information from the time of the last HotSync from the Desktop to the Handheld. You might choose this option if you were replacing your Palm, if you had just had a hard reset, or if you had lost battery power. Note that the Palm OS automatically saves your data when you HotSync. This feature gives you another level of data integrity. (Also, be sure to back up your My Data.mdb file periodically.)

Setup

· Run Excel. This opens an Excel spreadsheet, if you have Microsoft Excel. This is handy for creating custom lists.

· Preferences. This is where you can change the name that appears in the Main Menu title. This is helpful if you have more than one user on the same PC.

· Help.

· Import Patients, Diagnoses, Medications, and Procedures. These buttons import lists that have been imported to PocketPractitioner Office. This is discussed later. In addition to the procedure and ICD codes, the import function allows you to use any coding system, and to allow you to create a list one time on the PC and import it easily to multiple Handhelds.

Patients

· Find Patient. Type the search term, select the criteria, and click Find. Double click the patient or select the patient and click Edit to move to the “Patients” screen.

· Patients. This form displays all patient demographic information. Note the Filters and context-sensitive buttons. There are multiple features available in this form, but most are standard Windows conventions. Note that you cannot change information in a field without selecting Edit. Also note that when you edit information that is currently on the Handheld, your new information will overwrite information on the Handheld.

Diagnoses, Medications, Procedures

These follow the same rule as Patients.

There are buttons for adding ICD codes to the Diagnoses and codes to Procedures. Clicking these buttons opens the entire code database, any you can add any record by checking it, pressing "Add", and then HotSyncing to your Handheld. There are buttons to help you Find a specific record or to Filter based on up to two search terms.

You may check the "Custom" diagnoses list to check one of our code sets or check the "E/M" procedure list to check all 130 E/M codes. You can modify the preferred names, check more records, uncheck all records, or click "More" to see an expanded view of the record.

Custom diagnosis sets are included for the following specialties:

· Primary Care

· OB/GYN

· Surgery

· Cardiology

· Gastroenterology

Some diagnoses will be in more than one list. The category listed for that diagnosis will be the last speicalty chosen.

There is also a Delete button to allow you to quickly delete records on your Diagnosis or Procedure list.

Note that editing records is done on the PC, where it is most efficient. Also, only those codes that are of interest to you are downloaded to the Handheld, keeping the application small and quick.

Many practitioners will want to consider keeping the application open on the Desktop while they are in the office. It provides the ability to quickly look up any code, and the Notes field in each record provides a great place to keep tidbits of information gathered during the work day.

4. About the Database Structure

Overview

All clinical information for the Desktop program of PocketPractitioner Office is stored in an Access database called My Data.mdb. You will find this in the Data folder in the PocketPractitioner folder. (Typically the path will be c:\Program Files\Pocket Practitioner\User Name\Data\My Data.mdb.) If you have Microsoft Access, you can open this file and look at all data, but do not make any changes to the underlying table structure, or your program will not function correctly. If you are comfortable with Access, you can develop your own program that links to these tables (read only). You will need to use the SECURE_SYSTEM.mdw file included with the application, as the database is secured.

The program is stored in an Access database called Practitioner.mde. This is the program that opens when you click on the shortcut on your desktop or in your Start Menu.

PocketPractitioner Office comes with an runtime version of Microsoft Access 97. With the runtime version, you have all the power of Access, but you are not able to create new forms, tables, queries or scripts. You can add, delete or upgrade any software (including any version of Microsoft Access) or upgrade your operating system without affecting this program. If you have Access 2000, you may open My Data.mdb, but do not convert it to an Access 2000 format, as this changes the file structure and will cause your program to cease functioning.

There are a number of dBase 5 files in the Data folder. These are used to transfer information from the Palm to the PC.

You will find Excel templates in the Import folder. If you want to create your own lists for import, you will need this exact file structure, so you may want to open the file and perform a “Save As” before making any changes.

If you would like to save space on your hard disc, the folder “Install” can be deleted after the program has been installed.

Changing the Handheld User Name

The Desktop database is a mirror of the Handheld database. When you add any record to the Handheld (Ex: patient, procedure, patient charge, etc.), the record is given a unique identifier. For example, your patient "Robert Smith" may have an identifier of "1001" on your Handheld, and the same patient may have identifier "1234" on another Handheld. Therefore, it is critically important that the Desktop recognize the correct Handheld and only HotSync with it. To accomplish this, the Desktop application stores the Handheld User Name the first time that you HotSync the Handheld to the Desktop.

However, under certain circumstances, you may decide to rename your Handheld or use a Handheld that has a different User Name. Please note the following possibilities if the Handheld User Name has changed:

· If the PocketPractitioner data is identical in the new Handheld, simply open the Desktop, select Tools -> Reset User Name and HotSync. This is usually the case if you rename your Handheld.

· If the PocketPractitioner data is different in the new Handheld, and if you want to HotSync this new information to the Desktop, you must reinstall the software and create a new Desktop User Name during the install. You will not be able to merge data from two Desktop programs.

· If PocketPractitioner is not installed and if you want to HotSync this to a pre-existing Desktop program, you must reinstall the software using the same Desktop User Name during the install.

5. Setup for Multiple Users

· There is no limitation to the number of providers that can use this product on one PC, but you need to pay attention to the setup, as noted below:

There is a one-to-one relationship between the number of Handhelds that you want to use and how many Desktop programs you will need. For example, if you are using 5 different Handhelds, you will need 5 copies of the Desktop program on your PC. If multiple providers share one Handheld, they would only require one Desktop program. I
It is possible to have one handheld and more than one Desktop program, i.e., home and office. You need to be careful about deleting your patient records, as those records marked for deletion will be removed from the Handheld and archived on the Desktop with the next HotSync. You may wish to consider using a laptop computer if you are at more than one location.
In this case, you would need to chose the location that works best for you, or you may want to use a laptop computer (our favorite option).
Run the install program one time for each provider, choosing a different User Name in the install process.
A shortcut will be added to the desktop and a group will be added to the Start/Pocket Practitioner Menu for each user.

· Only one version of PocketPractitioner Office may be open on the desktop at any time. If you try to open a second version, you will get an error message.

· When you update your program, you will need to reinstall it using the same User Name.

· To uninstall the Desktop program for a provider, navigate to C:\Program Files\Pocket Practitioner\User Name and click Uninstall. All files, shortcuts and registry entries will be removed except for your My Data.mdb database. To remove every trace of the program for that provider, throw the User Name folder in the Recycle Bin and empty the Recycle Bin.

We have made every attempt to use standard data elements. If you have knowledge of Access or other database programs, it is possible to link to the tables in My Data.mdb using the SECURE_SYSTEM.mdw included with your application.

6. Security

Handheld

PocketPractioner is password protected if you set the password in the Patient Lists > Menu > Options > Preferences section. The password selection follows the standard Palm logic. If you forget your password, you will not be able to access your data.

If you do not set the password, PocketPractitioner has the same level of security as other confidential information on your handheld. We recommend that you HotSync your unit frequently and that you implement a security system to ensure that information remains confidential if the handheld is lost or misplaced.

One possibility is to lock your device using the built-in Security application. This does prevent a HotSync, and unauthorized transmission of data, but many users find it slow and awkward to use. This has been improved with Palm OS 4.0

There are a number of third-party applications available that provide additional functionality not provided by Palm. Most of these programs automatically lock your device whenever it is turned off and provide quick and easy unlocking of the device. Two of the more popular applications are listed below:

OnlyMe http://tranzoa.com/html/onlyme_inforOnlyMe

TealLock http://www.tealpoint.com/softlock.htm

The user also need to be concerned about data integrity, and products such as BackupPro or FlashPro from Handera < http://www.handera.com/products/prosoftwr.asp > give another level of protection. These products can save data to unused areas of memory, if available on your handheld, and can protect you from loss of data if your unit runs out of battery power.

Desktop

Your Security Name is "Practitioner" and your initial Password is left blank. You are encouraged to change the Password in the Tools menu, but bear in mind that if you forget your password, you will not be able to access your data.

If you have multiple users, they all have the same initial Name and Password, but each user can change his or her Password at any time.

You can view the My Data.mdb with Access 97 or 2000 using the appropriate SECURE_SYSTEM.mdw plus Name/Password. Be careful not to update the database to Access 2000 format or it will not function. You may also link to the databases to create custom reports.

We also offer an administrative password, if you are coordinating multiple users. However, if you are not comfortable with mdw files, we would suggest that you not try to manipulate the underlying database, as it is possible to corrupt your files and lose data.

7. Backup and Restore

Handheld

PocketPractitioner automatically backs up the files with each HotSync into the C:\Palm\User Name\Backup folder. If your unit is lost or the batteries go dead, just place a fresh unit in the HotSync cradle, make sure the User Name is the same as the defective unit, and all backed-up data will be restored as you HotSync.

Office

If you have ENABLED the Backup Preference, PocketPractitioner automatically backs up the files with each HotSync into the C:\Palm\User Name\Backup folder. If your unit is lost or the batteries go dead, just place a fresh unit in the HotSync cradle, make sure the User Name is the same as the defective unit, and all backed-up data will be restored as you HotSync.

If you have DISABLED the Backup Preference, you will need one more step. The Office version also synchronizes your data with the Desktop program with each HotSync. Note that the Desktop program must be open for this to occur. If your unit is lost or the batteries go dead, just place a fresh unit in the HotSync cradle, make sure the User Name is the same as the defective unit, and the application files will be restored as you HotSync. Then open the Desktop program, HotSync again and your data is intact.

You will also want to backup your C:\Pocket Practitioner\User Name\Data folder as part of your backup routine and before you update your version of PocketPractitioner Office. (Note that this folder is not in your My Documents folder, which may require modification of your backup routine.) You should also backup your C:\Palm folder routinely.

All versions

You may want to have another backup system in place, such as backupbuddy http://www.bluenomad.com/ or you may want to save your data on removable media.

Reinstalling on another Handheld

If you have PocketPractitioner on one Handheld and you want to move it to another Handheld, follow these steps:

Before starting, we recommend performing a PC backup, including backup of the following two folders:

· c:\palm

· c:\program files\pocket practitioner

Case 1: The Handheld User Name is the same

· HotSync your old Handheld to make sure all data is backed up. If you have the Office version, be sure to have the Desktop program open as you HotSync and the Backup Preference should be ENABLED. Then close the Desktop program.

· PocketPractitioner: The first time you HotSync your new Handheld, you will be asked to choose the HotSync name. If you chose the same name, your application files are automatically restored to the Handheld as you HotSync.

· PocketPractitioner Office: Reinstall the program to the same PocketPractitioner folder (important) and to the Handheld, HotSync, open the Handheld, open the Desktop, and HotSync one more time.

Case 2: The Handheld User Name is different

· PocketPractitioner: You will need to load the Palm files onto your new Handheld. These will be found in c:\palm\old-username\backup. To load a file, double-click on it. The Palm Install Tool will open. You can then navigate to add the other files. Hold the Control button to select multiple files.

Load the following files:

All files starting with "EPRAC0100"

All files starting with "PRAC_"

"Practitioner"

PocketPractitioner Office: Reinstall the program to the same PocketPractitioner folder (important) and to the Handheld, HotSync, open the Handheld, and open the Desktop. When you open the Desktop program, go to Tools -> Reset User Name. This will allow you to synchronize with a Handheld of another name. Select "OK" and the application will close. Open it again, place the new Handheld in the cradle, and HotSync one more time.

· You will need a new Registration Number for the new Handheld the next time you upgrade your application. If you are entitled to a free upgrade, you need to contact us, otherwise you will need to purchase the upgrade as per usual. See the website for our Upgrade Policy.

Reinstalling on another PC

If you have PocketPractitioner Office on one computer and you want to move it to another computer, follow these steps (this assumes the Handheld remains the same):

· Make a copy of the C:\Pocket Practitioner\User Name\Data\My Data.mdb on the original computer.

· Install PocketPractitioner Office on the new computer.

· Install HotSync on the new computer

· Replace the new C:\Pocket Practitioner\User Name\Data\My Data.mdb file with the original My Data.mdb file (saved in first step).

· Open PocketPractitioner Office on the new computer.

· HotSync.

8. Printing

Overview

From the Handheld program, you may export charges, notes or patient lists to a Memo in the Palm Memo Pad program. You may print the Memo to an Infrared or Bluetooth printer using third-party software, such as PalmPrint or PrintBoy. Alternatively, you may print the Memo from the PC after a HotSync by opening the associated PC program, usually Microsoft Outlook, Microsoft Outlook Express, or the Palm Desktop.

With Pocket Practitioner Office, you HotSync to your PC and then print with your usual printer. Since you can print all charges or all notes at one time, this is ideal for multiple reports when you are in the office or home.

Printing with PocketPractitioner

You may print all reports for a patient or for a category of patients.

For an individual patient, go to Patient Edit and tap Menu > Report > "Export..."

For multiple patients, go to Patient List, select a category and tap Menu > Report > "Export..."

Selected records will be exported to the Palm Memo Pad.

Check the appropriate box for Charges, Notes or the Patient List.

Check the appropriate box for New Records or All Records.

"New Records" will print all Charges or Notes for the selected patient(s) that are new or changed. This acts a a "print once" function. Note that if the record changes, it will reprint using this function.
"All Records" will print all Charges or Notes for the selected patient(s). This acts a a "print all" or "reprint" function.

You may now print the Memo as noted above.

Printing with PocketPractitioner Office

If you have PocketPractitioner Office, you may export notes to the Palm Memo Pad as noted above. However, you have a number of more sophisticated reports available if you open the PocketPractitioner Desktop program before you hotsync.

From the Desktop Main Menu, click Print Reports.

If you select Charges: Daily or Notes: Daily , all charges and notes will be printed that have not already been printed. When you click the close button, you will see the following message: “Did you print the report and was it OK?” If you do not want to print these notes again, select “Yes”.

You may select Charges or Notes: By Date.

You may select Charges or Notes: By Patient.

Report Options allows you to print your charge reports one patient per page or multiple patients per page.

Additional reports are available in the Report Menu.

· Notes Completed and Charges Completed: These reports are identical to the above reports, with one exception. After you have marked the record on the Palm "Complete", this report will run one time and print all notes or reports from the Start Date to the End Date.

· Rounds: This report lists all your active patients (not marked as "Unfiled") plus Location, Provider, Primary, and Patient Diagnoses.

9. Importing (Advanced)

The following methods require an intermediate knowledge of Access and Excel.

A. Importing Diagnosis Files

PocketPractitioner Office allows you to easily import diagnosis codes from any coding system. However, you need to know what happens to the records to be able to design your import file correctly.

· Each diagnosis must have a unique CODE. This is a required field.

· If the CODE field does not match, the new record is appended, or added, to the Diagnosis list.

If the CODE field does match, the new record will update, or overwrite, the matching record. You will be asked whether you want to overwrite both the DIAGNOSIS field and the NOTE field (in which case you would lose any notes that you would have on this record) or whether you want to just overwrite the DIAGNOSIS field (allowing you to keep previous notes intact). Both methods are useful depending on your needs.
All imported records are added to the Handheld with the next HotSync. In general, shorter lists are easier to use and provide a faster response time. Also, it can be very time consuming to remove unwanted items from the Handheld. We have had excellent results with lists of 400-500 diagnoses. In particular, we would advise against adding the entire list of ICD codes. A selection of carefully chosen Family Practice and Internal Medicine ICD codes is included in the Pocket Practitioner folder which you can use or edit to suit your needs.

Create an Excel file with exactly three columns. In the first row, label the first column “CODE” (in caps, without the quotes), the second column “DIAGNOSIS”, and the third column “NOTE”. Save the file in any folder. Your file should look like the following:

Open PocketPractitioner Office on the desktop computer. There are shortcuts on the desktop and in the Start Menu, or you can click on Practitioner.mdb in the Pocket Practitioner folder.

Go to File -> Import.

Click the down arrow for “Files of Type”, choose “Microsoft Excel (*.xls)”, navigate to the appropriate folder, and select your file.

Note that preformed templates are available in your Pocket Practitioner folder. The default location for these templates is C:\Program Files\Pocket Practitioner\Import.

The Import Spreadsheet Wizard will open. Choose “Show Worksheets”, if necessary, and click “Next”.

Check the box “First Row Contains Column Headings” and click “Next”.

Choose to store your data “In an Existing Table”, check the down arrow, select “Import_Diagnoses” and click “Finish”.

From the PocketPractitioner Office Main form, click “Setup” and then click “Import Diagnoses”. You will be given a choice as to whether or not you want to overwrite the NOTES field in addition to the DIAGNOSIS field for matching records. (See the discussion earlier.)

The next time you HotSync, your records will be added to the Handheld. Note that once a record has been added to the Handheld, it can only be deleted on the Handheld. Therefore, you will want to edit the record list carefully before importing. If there are records that you add to the Desktop but do not want on the Handheld, you have one more opportunity to edit the record list before you HotSync. Go to the Diagnoses form and filter on Appended records. You will be able to uncheck the Appended box (highlighted in red) if you do not want the record added to the Handheld.

B. Importing Medication Files

PocketPractitioner Office allows you to easily import medication codes. However, you need to know what happens to the records to be able to design your import file correctly.

If the MEDICATION field does not match, the new record is appended, or added, to the Medication list. Spelling and capitalization is important.
If the MEDICATION field does match, the new record will update, or overwrite, the matching record. You will be asked whether you want to overwrite the NOTE field (in which case you would lose any notes that you would have on this record).
All imported records are added to the Handheld with the next HotSync. In general, shorter lists are easier to use and provide a faster response time. Also, it can be very time consuming to remove unwanted items from the Handheld. We have had excellent results with lists of up to 500 medications. A selection of carefully chosen medication codes is included in the Pocket Practitioner folder which you can use or edit to suit your needs.

Create an Excel file with exactly two columns. In the first row, label the first column “MEDICATION” (in caps, without the quotes), and the second column “NOTE”. Save the file in any folder. Your file should look like the following:

Open PocketPractitioner Office on the desktop computer. There are shortcuts on the desktop and in the Start Menu, or you can click on Practitioner.mdb in the Pocket Practitioner folder.

Go to File -> Import.

Click the down arrow for “Files of Type”, choose “Microsoft Excel (*.xls)”, navigate to the appropriate folder, and select your file.

Note that preformed templates are available in your Pocket Practitioner folder. The default location for these templates is C:\Program Files\Pocket Practitioner\Import.

The Import Spreadsheet Wizard will open. Choose “Show Worksheets”, if necessary, and click “Next”.

Check the box “First Row Contains Column Headings” and click “Next”.

Choose to store your data “In an Existing Table”, check the down arrow, select “Import_Medication” and click “Finish”.

From the PocketPractitioner Office Main form, click “Setup” and then click “Import Medications”. You will be given a choice as to whether or not you want to overwrite the NOTES field for matching records. (See the discussion earlier.)

The next time you HotSync, your records will be added to the Handheld. Note that once a record has been added to the Handheld, it can only be deleted on the Handheld. Therefore, you will want to edit the record list carefully before importing. If there are records that you add to the Desktop but do not want on the Handheld, you have one more opportunity to edit the record list before you HotSync. Go to the Medication form and filter on Appended records. You will be able to uncheck the Appended box (highlighted in red) if you do not want the record added to the Handheld.

C. Importing Procedure Files

PocketPractitioner Office allows you to easily import procedure codes from any coding system. However, you need to know what happens to the records to be able to design your import file correctly.

· Each procedure must have a unique CODE. This is a required field.

If the CODE field does not match, the new record is appended, or added, to the Procedure list.
If the CODE field does match, the new record will update, or overwrite, the matching record. You will be asked whether you want to overwrite both the PROCEDURE field and the NOTE field (in which case you would lose any notes that you would have on this record) or whether you want to just overwrite the PROCEDURE field (allowing you to keep previous notes intact). Both methods are useful depending on your needs.
All imported records are added to the Handheld with the next HotSync. In general, shorter lists are easier to use and provide a faster response time. Also, it can be very time consuming to remove unwanted items from the Handheld. We have had excellent results with lists of 40-50 diagnoses. In

Create an Excel file with exactly three columns. In the first row, label the first column “CODE” (in caps, without the quotes), the second column “PROCEDURE”, and the third column “NOTE”. Save the file in any folder. Your file should look like the following:

Open PocketPractitioner on the desktop computer. There are shortcuts on the desktop and in the Start Menu, or you can click on Practitioner.mdb in the Pocket Practitioner folder.

Go to File -> Import.

Click the down arrow for “Files of Type”, choose “Microsoft Excel (*.xls)”, navigate to the appropriate folder, and select your file.

Note that preformed templates are available in your Pocket Practitioner folder. The default location for these templates is C:\Program Files\Pocket Practitioner\Import.

The Import Spreadsheet Wizard will open. Choose “Show Worksheets”, if necessary, and click “Next”.

Check the box “First Row Contains Column Headings” and click “Next”.

Choose to store your data “In an Existing Table”, check the down arrow, select “Import_Procedures” and click “Finish”.

From the PocketPractitioner Main form, click “Setup” and then click “Import Procedures”. You will be given a choice as to whether or not you want to overwrite the NOTES field in addition to the PROCEDURE field for matching records. (See the discussion earlier.)

The next time you HotSync, your records will be added to the Handheld. Note that once a record has been added to the Handheld, it can only be deleted on the Handheld. Therefore, you will want to edit the record list carefully before importing. If there are records that you add to the Desktop but do not want on the Handheld, you have one more opportunity to edit the record list before you HotSync. Go to the Procedure form and filter on Appended records. You will be able to uncheck the Appended box (highlighted in red) if you do not want the record added to the Handheld.

D. Importing Patient Files

PocketPractitioner Office allows you to easily import from both Excel (manually) and Access (automatically). These methods are discussed below. However, you need to know what happens to the records to be able to design your import file correctly.

· The following fields can be imported:

o LAST NAME

o FIRST NAME

o MIDDLE NAME

o SSN

o MRN

o DOB

o SEX (1 = female, 2 = male)

o HOME PHONE

o WORK PHONE

o ROOM

o PRIMARY

o INSURANCE

o COMMENT

If either the SSN or MRN match a record in the Archive table, the new record will update, or overwrite, the matching record. The following demographic fields are always updated by this method:

o LAST NAME

o FIRST NAME

o MIDDLE NAME

o SSN (if match on MRN)

o MRN (if match on SSN)

o DOB

o SEX

If there is a matching record, the following informational fields are updated only if there is no data in the corresponding field:

o HOME PHONE

o WORK PHONE

o ROOM

o PRIMARY

o INSURANCE

o COMMENT

· If the SSN or MRN field does not match, the new record is appended, or added, to the Patient list.

· All imported records are added to the Handheld with the next HotSync. A blank Excel file is included in the Pocket Practitioner folder which you can edit to suit your needs.

· The import function is a powerful tool. It allows the provider to enter minimal demographic information while making rounds, requiring only an accurate SSN or MRN for identification. A list of patients can be created by the provider’s organization in an Excel or Access format, and the information can be imported-automatically with the HotSync or manually with just a few steps. A daily patient list can be maintained, with only the new records being added to the Palm. However, you must take a few precautions:

o First of all, you do not need to use this method. It is entirely optional.

o If the MRN or SSN matches incorrectly, all demographic information changes, which should be immediately apparent to the Handheld user.

o If the MRN or SSN matches correctly, all demographic fields will be updated, even if the imported fields are blank. Therefore, if you use this method, you will want to make sure that all of the demographic fields noted are included. This is also a good practice to positively identify the patient.

o It is probably wise to match either on the SSN or the MRN, and leave the other field blank in the import file. However, if you have total control over your computing environment, there is no reason that you cannot use both fields simultaneously, allowing you to use whichever value is readily available. Just be aware that using both increases the odds of an incorrect match.

o Note that the user can make changes on the Handheld in the informational fields without concern that they will be overwritten.

Importing Patient Files with Excel (Manual Method)

Create an Excel file with exactly thirteen columns, with headings exactly as noted above (LAST NAME,...,COMMENT) Save the file in any folder. Your file should look like the following:

Open PocketPractitioner on the desktop computer. There are shortcuts on the desktop and in the Start Menu, or you can click on Practitioner.mdb in the Pocket Practitioner folder.

Go to File -> Import.

Click the down arrow for “Files of Type”, choose “Microsoft Excel (*.xls)”, navigate to the appropriate folder, and select your file.

Note that preformed templates are available in your Pocket Practitioner folder. The default location for these templates is C:\Program Files\Pocket Practitioner\Import.

The Import Spreadsheet Wizard will open. Choose “Show Worksheets”, if necessary, and click “Next”.

Check the box “First Row Contains Column Headings” and click “Next”.

Choose to store your data “In an Existing Table”, check the down arrow, select “Import_Patients” and click “Finish”.

From the PocketPractitioner Office Main form, click “Setup” and then click “Import Patients”.

The next time you HotSync, your records will be added to the Handheld. Note that once a record has been added to the Handheld, it can only be deleted on the Handheld. Therefore, you will want to edit the record list carefully before importing. If there are records that you add to the Desktop but do not want on the Handheld, you have one more opportunity to edit the record list before you HotSync. Go to the Patient form and filter on Appended records. You will be able to uncheck the Appended box (highlighted in red) if you do not want the record added to the Handheld.

Importing Patient Files with Access (Automatic Method)

Create a table in Access (97 or 2000) or another database with the following fields:

Field Name	Data Type	Size
LASTNAME	Text	30
FIRSTNAME	Text	30
MIDDLENAME	Text	30
DOB	Date	10
SSN	Text	20
MRN	Text	20
SEX	Number (1=female, 2 = male)	1
HOMEPHONE	Text	20
WORKPHONE	Text	20
ROOM	Text	20
PRIMARY	Text	50
INSURANCE	Text	50
COMMENT	Text	250

Name the table “MyNew_Patients” and populate the table with data. Export the file to the My Data.mdb database in your Pocket Practitioner folder, and overwrite the file of the same name. Do not convert any database in the Pocket Practitioner folder to Access 2000 format, or your program will cease to function.

The next time you HotSync, your data will be imported.

In my institution, the IT department has developed a program that prepares an Access table automatically from the main database at 6:30 am for all patients currently in the hospital specifically for my medical group. It is then possible to HotSync to get an updated list imported into the Handheld, which can be helpful at the start of morning rounds.

Revised October 10, 2004

Jon Blackman, MD, MS

www.pocketinformatics.com

jon@pocketinformatics.com

PocketPractitionerä Manual

Integrated Patient Tracking and Charge Capture

Contents

1. Getting Started with PocketPractitioner

If you do not read manuals, at least read this

For the rest of you, please read on

Functional and Cost Effective

Terminology

System Requirements

Installing PocketPractitioner

CD Version

Download Version

All Versions

Updating to the newest version of PocketPractitioner

How to Register PocketPractitioner

Download Version

Customer Support

2. A Quick Tour of PocketPractitioner

Patient List

Menu

Location

Look Up

Find

New

Patient

Patient Edit

Location

Last name

First name

Middle name

DOB

MRN

SSN

Home

Work

Loc 2

Sex

(*)

Clear (*)

View Selector

Details

Provider

Primary

Insurance

Comment

Start date

End date

Charges complete (C)

Delete after HotSync (D) (Office version only)

Delete

Drawing

Done

View Selector

Export

Back Arrow

PocketPractitioner Diagnosis List

LookUp and Find.

Categories

Back Arrow

Menu

New

Diagnosis

Back

Info

Delete

PocketPractitioner Medication List

PocketPractitioner Procedure List

Return to Patient

Diagnoses

Patient Diagnosis Form

View Selector

New

Medications

Show table

Charges

Menu

Charge List

Charge Form

Notes

Patient Note