Doctor Code: Select the appropriate Doctor using the look-up folder [this will auto fill if a default doctor is already selected in patient information]

Date: Enter the date the prescription is being written; will default to today’s date which can be changed if necessary.

Drug Code: Select the desired drug from the Drug List. If the applicable drug is not listed, click Insert to add it to the list.

PT Extra > Prescriptions > Add Drug Record

Enter a Drug Code to represent the drug, Drug Name as you want it to print on the prescription, Drug Type for categorizing [i.e. Antibiotic, Pain Medication, etc.] Default Strength, Dispensed and # of Refills which you can be changed for a particular patient if necessary. Enter Directions and any special Notes [which will print on the prescription] and Click OK to save your work.

NOTE: The prescription header with the Doctors Name, address, DEA# etc. pull from General Settings, Master Lists, Doctors; where you will find a tab called Rx Module Information. Enter the information you would like to print on your prescriptions in this area.

Once you have the proper medication for this patient listed in your Drug List, highlight it and Click Select. Change any applicable fields to customize this prescription for the specific patient and click OK to save your work.

This prescription is now saved as part of their patient record. You can Print Highlighted Prescription as desired.

Click Close to exit prescriptions for this patient.

Treatment Plans

Click Treatment Plans in the Task Pane on the left side of the Patient Information screen to access and create Treatment Plans for this patient.

PT Extra > Treatment Plans

Any existing treatment plans for this patient will be listed here. To create a new treatment plan, click New Treatment Plan.

PT Extra > Treatment Plans > New Treatment Plan

Enter a Plan Type to define this Treatment Plan and a Plan Name to further customize this Treatment Plan for the individual patient.

Default Category: You can Select Preferred or Required to categorize a particular Treatment Plan or leave set to ALL.

Add Procedure: Click add procedure to begin building the content of your treatment plan.

PT Extra > Treatment Plans > Add Procedure

Procedure Code: Select a code as part of this treatment plan.

Quantity: Enter the number of times is repeated for a particular date of service.

Amount: this represents the total charge for this Procedure code. Ins Amount and Pt Amount should automatically complete based on your default settings. If this does not occur just enter the proper amounts manually. NOTE: The Ins + Patient amount must = the amount [total].

Category: You can categorize this procedure as being Preferred or Required as part of this treatment plan. These categories will help you break down options for the patients. This information will print on a treatment plan that you can present to the patient. NOTE: You can add additional Categories for your treatment plans by clicking Treatment Plan Categories on the initial treatment plan screen.

Click OK to save this code and charge to your treatment plan. Repeat this procedure until you have added all the procedures you wish to be on this treatment plan.

Once your treatment plan is complete you can print it and present it to your patients by clicking Print Plan. Click Close to exit the Treatment Plan screen.

Notes

PT Extra > Notes

Notes can be added to this patient’s permanent record by click on Notes in the task pane to the left of the patient information screen. The notes area can be used for capturing specific information about this patient, including tracking phone calls from this patient.

You can enter Patient, Treatment, Visit or Procedure Notes from this screen as well as viewing Outbound referral notes.

Click Insert to add a new note. Who Entered: is automatically completed based on the user information for this computer. Enter the Date and Time of the note of different than default, which is current date and time. Type in the content of your note and click OK. You can also Lock this note from being changed by checking the Lock This Note option at the bottom of the screen.

You can Insert additional notes, Change or Delete existing notes and Print notes.

Click Close to exit Notes.

Recalls

PT Extra > Recalls

Click on Recalls in the task pane to the left of the patient information screen to enter recalls for this patient.

Click Insert to add a new recall.

Recall Date: Enter the date you wish to have the patient return to the office.

Doctor Code: Select the doctor the patient will be seeing using the look up folder .

Recall Reason: You can type a recall reason in this field or select from Recall Types or Procedure Codes. Click to the appropriate look up folder to access the Recall Type and Procedure Codes lists.

This is a Recurring Recall: If this is a recall that you wish to recur check this box and enter the number of months to each recurrence and the start date for those recurring.

Now when you enter appointments for this patient you will be notified that there are recalls associated with the patient. At that time it will allow you to connect those recalls to the appointment.

If the patient was a “No Show” for their appointment then the recall will be reactivated. The check box This Recall was not Kept will be checked off.

You can enter a Note for this recall to print on your recall cards.

To disable a recall click the box to check Disable This Recall.

Click OK to save your work. Click Close to exit the Recall screen.

Medical Conditions

PT Extra > Medical Conditions

Medical Conditions can be added for this patient by clicking on Medical Conditions in the task pane to the left of the patient information screen.

Click Insert to add a Medical Condition.

Condition Code: Click on the look up folder to access you list of conditions and allergies. Click Insert to add a new condition. Create a Condition Code to represent this condition, enter a Condition Description and Select a Condition Type [Medical Condition or Allergy]

PT Extra > Medical Conditions > List

NOTE: Once you create a list of conditions you can access this list for every patient to streamline your data entry.

Highlight the appropriate medical condition for this patient and click Select. Enter a start and end date for this condition if applicable and modify the description if necessary.

Click OK to save this Medical Condition for the patient. You can select as many Medical Condition as needed in this section. When you’re finished, click Close to exit the Medical Conditions screen.

Once this data is entered for a particular patient; Medical Conditions can be accessed from here as well as from the EasyView section of the program or the Scheduler.

Xtra Contacts

PT Extra > Xtra Contacts

Extra Contacts can be added for a patient by clicking on Xtra Contacts in the task pane to the left of the patient information screen.

Click Insert to enter a new contact. You can also Change or Delete contacts from this screen as desired.

Contact Type: Select a contact type using the look up folder .

PT Extra > Xtra Contacts > Contact Types

Click Insert to add a new Contact Type. Enter the contact type name and select desired Data Formatting for contact information, either Text or Phone#. Click OK to save. Highlight and click Select to add as contact type.

Then just enter the Contact Data [will reflect Contact Type name at this point], enter either text or phone# and the Optional Name; which should be the actual name of the contact person. Click OK to save this contact. Click Close to exit the Contact screen.