General
Extracting Data from Open Practice Management
Overview This document outlines the process for extracting your data from your Practice Management software in advance of decommissioning the software. Prior to terminating your Practice Management database, we suggest the following reporting ...
QDPM - Patient Registration
Patient Registration Use ‘Go-Cut’ -NP or the number 1 Takes the user direct to the new patient registration To Search or look up the patient first 1. Use ‘Patient’ Icon in the top right of the screen or Click ‘Patient’ from the sidebar ...
QDPM - Incorrect time showing on Calendar
Go to Admin > User Maintenance > Select User Enter PM password Select the time zone from the dropdown. Please note: only use the time zone that has US/Eastern, US/Central, US/Mountain, or US/Pacific. This will update when the daylight and standard ...
QDPM - Patient Documents
We have a system delivered method that allows you to scan and store items such as, Insurance and Driver's License cards. It is recommended to use an EMR/EHR for any additional documentation. There is a 2MB file size limit, this cannot be increased. ...
QDPM - Adding/Editing Procedure Codes
How to Add/Edit Procedure CodesCPT Codes will be pre-loaded, unless you have chosen not to have them loaded. Click to [Add] codes or Click on the CPT to Edit CPT - Use a system delivered code OR create your own 'quick code' in the CPT field. In ...
QDPM - Setting up Billing/Rendering Provider
Use the NPPES Provider Import Tool to look-up and import of information from the NPPES website for Billing/Rendering or Referring Provider Click [Add] from Billing/Rendering Provider Library Enter provider NPI and/or name [Search] Click NPI ...
QDPM-Manual Insurance Payments
Manual Insurance Payment Posting Payment posting can be accessed from a variety of places. Attach to a Reference Batch prior to posting! Use one receipt to post the entire check amount to as many encounters as need be. Create a receipt by either ...
Help Center Videos
System Navigation https://d2qhvajt3imc89.cloudfront.net/customers/System+Navigation+2.0+edit+w+caption.mp4 Patients Patient Registration https://d2qhvajt3imc89.cloudfront.net/customers/OPS/Pat+Reg+V4+edit+with+captions.mp4 Navigating the Patient ...
QDPM - Viewing the Calendar
The Calendar can be viewed via the web browser. To view your Calendar, use the below link in the internet browser. You will use the same credentials to get into the Calendar on the Remote Desktop. Please note, the Calendar cannot be exported to an ...
QDPM - How to Block Time in the Calendar
Select a time slot on the calendar The ‘Add Appointment’ screen will appear. At the top, click on the hyperlink Block Time’. This will open the Block Time screen. Enter a description, type, and duration. You may also enter a reason, note, or make ...
QDPM-How to Use Block Appointments
How to use Block Appointments How do I block out a day or a portion of the day on a case by case basis? Scheduling setup > Appointment Types > ADD > Click 'block' > Save Now that you have an appointment type to use to Block, On the Add/Edit ...
QDPM - How to Post an ERA - Overview
Use Filter Criteria to locate the ERA to Post Click the ERA number Click 'View Remit Items' Click [Apply] Work Remits in the status 'On Hold’ or ‘DW' Click the ERA number to return to the ERA Dashboard to double check all money has been posted
QDPM - Applying Escrow with Post Expert
You would most often use this when the Patient does not have a balance. You can select a receipt that is in escrow off the Payments Dashboard -OR- From the Patient Dashboard select Receipts Select the receipt you want to apply Select Post Expert On ...
QDPM - How do I add a customized Note to a patient or encounter that prints on the statement?
**This will only be applicable if you are using our statement service. Please contact pmsupport@tmdtigroup.com or 877-540-3240 to enroll with the service. Start by going to Admin, System Default Settings, Statements and switching STMTNOTES to Yes. ...
Adding an Insurance Profile to an Existing Patient
Click Insurance Management from the Patient Dashboard Click [Add New Insurance Profile] Click ‘Add New’ Add Policy Information [Save] 4. Once the primary policy is saved, the ‘Secondary’ section opens. If applicable ‘Add New’ - Secondary policy > ...
How can I print a patient's future Appointments - using Appointment List?
How can I print a patient's future Appointments - using Appointment List? From the patient's appointment > click Print Schedule
Notes
How do I add a note? Click Add next to 'Notes' from the Patient or Encounter Dashboard Choose the Note Type: Alert: popup alert that must be closed to proceed Billing Note: shows in Note section Contact Log: shows in Note section Header Message: the ...
QDPM Quick Start Guide
Please see attached PDF for QDPM Quick Start Guide For more information, please contact QDPM Support at 877-540-3240 or pmsupport@tmdtigroup.com
How to use Post Expert to post additional IP, such as Interest or Penalty or Partial Takeback
How to use Post Expert to post additional IP, such as Interest or Penalty or Partial Takeback Choose [Post Expert Mode] on the receipt Choose the encounter number Choose the line item, by clicking on the ID hyperlink {under ID the format ...
Schedule Build
Scheduling Setup and Build Where do I find the Scheduling Setup? Click 'Scheduling' in the sidebar > [Scheduling Setup] or From the Calendar > Click Settings tab > under Action > Click hyperlink 'Schedule Setup' Schedule Setup can be used as a ...
Real Time Eligibility
Real Time EligibilityWe receive what the payer sends us. Results should be reviewed and the user needs manually update insurance policy if the results show this in red. We do auto populate the plan/policy based on the payer's response. If you are ...
Uncollected Copay
From the patient’s appointment, indicate expected patient’s copay has not been collected. Uncollected Copay balance will print on statements without having to wait for the Insurance response. This action can be taken from the Calendar or the Charge ...
Posting an Adjustment
Post Adjustment can be found... on the 'Payments Dashboard' This is best if you have many adjustments to be made across multiple patients. on the Patient Dashboard Best for adjustments for one patient across encounters on the Encounter Dashboard ...
Rescheduling/Reschedule Queue
Rescheduling There are several ways to reschedule an appointment DRAG and DROP Left click and drag the appointment to another time on the visible schedule or to the Reschedule Queue which allows us to re-schedule when we are ready 2. From the ...
Re-Apply Patient Credit
How do I move or Re-Apply a patient credit? This function is found on the encounter dashboard and is used to move patient credit to different line, encounter or patient. If there is any credit remaining after the re-apply, it will remain on ...
QDPM - Recall Appointment Reminders
Recall reminders are very useful for Annual Wellness Visits that patients may not want to schedule a year in advance, or Med Refill visits or any appointment type that will need to be scheduled in the future. I have included some examples below that ...
Incoming Mappings
HL7 Mapping What is mapping and why is it needed? As new messages come in to our system they must match or map our libraries. Any new message that comes in that is not recognized must be mapped by the user. This is a one and done effort. Once ...
Pre-Collections/Collections
Pre-Collections Pre-Collections is a process that allows a practice to manually or automatically queue up Encounters that should be reviewed for possible referral to Collections. Reports to manage Pre-Collections and Patient A/R? Pre-Collections ...
Group Management
What is Group Scheduling? Group Scheduling provides the ability to easily manage groups of Patients or 'Clients' that attend the same Appointments or Meetings. Some examples: School Counseling Cognitive Therapy Groups Dynamic Therapy Relapse ...
How do I add a Resource (Provider) to the Calendar?
How do I add a Resource (Provider) to the Calendar? When adding the Provider in the Libraries select Create Appointment Resource OR Go to Scheduling in the sidebar > [Schedule Setup] > Resources tab Click [Add] Choose Type - Person, Equipment, Room ...
Adding a New User and User Related Information
How do I add a New User To be HIPPA complaint each user should have their own user name and password. Click ‘Admin’ > [User Maintenance] > [Add] We recommend a naming convention of First Initial, Last name as the User ID. This User ID will never ...
How do I reset the Dunning Message count from the Patient dashboard?
Choose Encounters in checkbox Choose 'Change Dunning Count' from 'Select Action' drop-down Click [Apply] Choose a new dunning count, add a note Save
Posting NSF or a Returned Check
When check is returned due to NSF (Non-Sufficient Funds), the amount is processed against the receipt. If the bank has charged a fee, this amount may be assessed to the patient account. The Patient Payment must be posted in full; no escrow may be ...
How do I use Mass Write Off?
How do I use Mass Write Off? How do I find the Mass Write Off Receipts? Click the "Mass Write Off History" link on the Mass Write Off dashboard to find the Receipts.
Charge Fee Schedule
Charge Fee Schedule Formatting CSV Spreadsheet: The column titles are case sensitive Column A heading is CPT Column A allow 5 digit numbers - if you are adding allowed amount for CPT 00100, the lead 0s must be present. Column B heading is Modifier ...
QDPM - Allowed Fee Schedule
Allowed Fee Schedule By loading in Contractual Allowed Amounts to the library and then regularly reviewing insurance allocation for discrepancies in the corresponding report, you can uncover lost revenue. We recommend at least uploading Medicare Fee ...
Allowed Fee Exception
Allowed Fee Exception This report compares posted allowed amounts to contractual allowed fees, allowing you to easily find underpayments. If the report is run to "Output As" a CSV Text File, it will include Patient's DOB and Policy #, so the report ...
Undo Posting
There is an 'Undo Posting’ feature on the Encounter Dashboard to manage incorrectly posted payments and adjustments. Pay special attention when using this function. Please Note: There is no need to use 'Undo Posting' for Receipts that have been ...
How do I Print an EOB from an ERA
How do I Print an EOB from an ERA? Type ERA in 'Go'-box Use the filters to search for the ERA (or proceed to #3) Click on the ERA number On the 'ERA File Dashboard' > Click 'View Remit Items' Click the Print icon in the PDF viewer How do I ...
How do I deal with ERAs with encounters from an Old PM
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