Medinformatix

Transcription

Medinformatix

®
Site # __________________
Getting Data From Your Practice Management System
Step 1: Initial Setup - 3 Month Report
This one-time-only setup helps ensure that the PhoneTree software has all the information
needed to incorporate data from your appointment schedules into automated messages.
Because not every appointment type or provider might be represented on your daily
appointment report (for example, a certain provider may be on vacation at the time of
report creation, therefore showing no appointments), you will initially set up PhoneTree to
read from an appointment report showing three months of appointment information. This
guide will show you how to create this report.
Step 2: Daily Operation - Daily Report
Once your PhoneTree system has seen all possible providers, appointment types, and other
information for three months out, then you’re ready to create your daily report, from which
PhoneTree will make calls on a daily basis. This will be almost exactly like creating a threemonth report, except that it will show appointments only for the upcoming day. It is from
this report that PhoneTree will create messages each day. After your PhoneTree has been
configured with a 3-month report, you will be able to import a daily report with the
instructions provided here.
© 2006 PCS. Specifications subject to change without notice.
Revised 4/21/06
Page 1
PERSONAL COMMUNICATION SYSTEMS • 2400 REYNOLDA ROAD • WINSTON-SALEM, NC 27106
www.phonetree.com • [email protected] • 1.800.555.0559 • 800.245.4221 FAX
®
Site # __________________
Medinformatix: Appointments - 3 Month Report
In order for your PhoneTree system to be custom-configured, it is necessary that you use your practice management system to
save or export your daily appointment report. Place this file in a location where you will be able to browse to it from the
PhoneTree computer. Your PCS support representative will configure PhoneTree to read from this file. This one time step is
required for correct configuration. Here’s how to do this using the Medinformatix system:
1. Open Medinformatix to the main screen. From the
Reports menu, choose Reports List.
2. The Report List window opens. From the list of
reports, choose Appointments by Facility by
Doctor. Then, click Run Report.
3. In the next window, click the left drop down box and
choose Print the report to a window and in the right
drop down box, choose right now. Then, click Print.
4. The Enter Parameter Values window opens. First,
click on StartApptDate and then, using the Discrete
Value drop down box, select today’s date. Next, click
on EndApptDate and then select a date 3 months
from today’s date. For instance, if today was 4/21/06,
set 4/21/06 for StartApptDate and 7/21/06 for
EndApptDate. Then, click OK.
Revised 4/21/06
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Getting Data From Your Practice Management System, continued
Site # __________________
Click the Export
button.
5. A preview of the report you requested now appears.
Now, click on the Export icon (blue envelope with
red arrow).
6. The Export window opens. Using the drop down
boxes, for Format, select Paginated Text and for
Destination, select Disk file. Then, click OK.
7. The Lines Per Page window opens. Enter 60 in the
box and then click OK.
8. The Export to Text window opens. For the setting
Specify the number of characters per inch for the
text layout, set this to User defined and enter 16 in
the box. Then, check the Do not prompt me again
box and click OK.
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Revised 4/17/06
Site # __________________
4. You will now be asked where you want to save this
file. Direct the file to the Desktop and name it
ptappts then click the Save button. This step creates
the file and you will now be able to locate it on the
desktop of your computer. Congratulations—you’re
done!
Page 4
Revised 4/21/06
®
Site # __________________
Medinformatix: Appointments - Daily Report
In order for your PhoneTree system to be custom-configured, it is necessary that you use your practice management system to
save or export your daily appointment report. Place this file in a location where you will be able to browse to it from the
PhoneTree computer. Your PCS support representative will configure PhoneTree to read from this file. Once configured, each
day PhoneTree will read this file and use it to make calls. Here’s how to do this using the Medinformatix system:
1. Open Medinformatix to the main screen. From the
Reports menu, choose Reports List.
2. The Report List window opens. From the list of
reports, choose Appointments by Facility by
Doctor. Then, click Run Report.
3. In the next window, click the left drop down box and
choose Print the report to a window and in the right
drop down box, choose right now. Then, click Print.
4. The Enter Parameter Values window opens. First,
click on StartApptDate and then, using the Discrete
Value drop down box, select the date for which you
wish to confirm appointments. Next, click on
EndApptDate and set it’s Discrete Value to the same
date. For instance, if you want to confirm tomorrow’s
appointments, then enter tomorrow’s date for both
StartApptDate and EndApptDate. Then, click OK.
Revised 4/21/06
Page 5
Site # __________________
Click the Export
button.
5. A preview of the report you requested now appears.
Now, click on the Export icon (blue envelope with
red arrow).
6. The Export window opens. Using the drop down
boxes, for Format, select Paginated Text and for
Destination, select Disk file. Then, click OK.
7. The Lines Per Page window opens. Enter 60 in the
box and then click OK.
8. The Export to Text window opens. For the setting
Specify the number of characters per inch for the
text layout, set this to User defined and enter 16 in
the box. Then, check the Do not prompt me again
box and click OK.
Page 6
Revised 4/21/06
Site # __________________
4. You will now be asked where you want to save this
file. Direct the file to the Desktop and name it
ptappts then click the Save button. This step creates
the file and you will now be able to locate it on the
desktop of your computer. Congratulations—you’re
done!
Page 7
Revised 4/21/06

Medinformatix

Transcription

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