ssDIRHLP2 The following keys are now active: Ctrl-G Allows you to 'go to' a previous or subdirectory Ctrl-M Allows you to make a directory Ctrl-P Allows you to print a DOS file Ctrl-R Allows you to remove a directory Ctrl-S Allows you to display a directory in sort order Ctrl-V Allows you to view a DOS file Ctrl-X Allows you to execute any DOS command Note: The next help screen tells the types of files in each subdirectory. Press Enter for additional help; Esc to exit help \.. Indicates the parent directory, i.e. the directory immediately above the current one. \LEDGER Holds Ledger Reports (Statements) and/or Collection Letters waiting to be batch-printed. May be empty since reports are usually deleted after printing. File extensions are "STM or CLT". \INSFRM Holds Insurance Forms waiting to be batch printed. May be empty since reports are moved after printing. File extension is "INS". \OLDINS Holds old insurance forms that have already been printed. Moved from the INSFRM directory and stored here. Same file extension. \FINANCE Holds Daily Log Reports (extension "LG?"), Accounts Receivable (extension "ACT"), and Cash Control Reports (extension "CSH"). \BKLDGR Holds old Ledger Reports for inactive patients, or for current patients who had a balance forward entered. The latter group are those patients who had old entries in their ledger records consolidated into a balance forward value. File Extension "LGR". Press Enter or Esc to exit help Enter the DOS command that you wish to execute Press ENTER to exit help This form is for Balance Forward entry. In most cases you will be posting a balance forward after having deleted records. "Total amount deleted" is shown on the form. This is usually the amount to be entered as the balance forward. ('ebfhlp' Enter the DOS filename that you wish to view: Press ENTER to exit help Table of patients in the Inactive Database . . . Add patient to the Inactive Database. In order to do this you must have already selected the patient. See that option in the Inactive Database Menu. Modify information about a patient already in the Inactive Database. Remove a patient from the Inactive Database. 1'inactive' INAHLP2 About the Inactive Database . . . The Inactive Database deals with former patients who are no longer associated with the practice; these may be patients who have moved, transfered to another provider, or who have been dismissed from the practice. If the patient has an outstanding balance, do not place he or she in the Inactive Database. Either wait until the account is paid or, in the case of an uncollectable account, adjust the balance off. Remember that you can change an account type to "COLL" (in the Main Module) to indentify accounts in collection. These accounts, however, are still considered active. Press Enter for specific help; Esc to exit help. 6'inahlp' -=< Menu Items for the Inactive Database >=- Print Inactive Database Prints a listing of patients currently in the Inactive Database. Get Patient to Inactivate If the patient is not currently in the Inactive Database, this menu item must be carried out before anything else is done. This item selects the particular patient. Inactive Database This allows you to add a patient just selected to the Inactive Database. You may also change or delete an entry for a patient already in the database. Print Ledger Record This prints the ledger record, to disk or printer, for the selected patient. Delete Master & Encounter Forms After the patient has been selected; entered in the Inactive Database; and the ledger record has been printed; you may now delete ALL records (Master & Encounter) for the patient. -=< Press Enter or Esc to exit help >=- A'inahlp2' Enter the directory name that you wish to create or remove Press ENTER to exit help frPCKHLP2 This table allows you to delete Encounter Forms and enter a corresponding balance forward value. You may want to delete old Encounter Forms (e.g. at the end of the year), and replace these with a single Encounter Form holding a balance forward. This utility would also be used to transfer patient records into LehiPeds from another system. First, of course, a Master Record for the patient would be entered in the Main Module. Then a single Encounter Form would be entered here, as a balance forward representing the outstanding charges in the old system. You may find additional uses for this handy utility. Press Enter for more specific help; Esc to exit help. 1'pckhlp' To print out ledger record F4 Prints out patient ledger to either printer or disk. This should be done prior to any deletions so you will have a specific record of the account. To selectively delete specific records Ctrl-M Marks records for deletion. Note that a check mark appears to the left of the record and "YES" appears under the picked record column. Ctrl-U Unmarks the record in case you change your mind. The check mark disappears and "No" reappears. F10 Displays "balance prior to deletion" and "amount be deleted" in lower left hand corner of table. Ctrl-Enter Deletes the marked records. To enter Balance Forward F2 Pops up an Encounter Form for balance forward entry. To delete ALL records (Encounter Forms) for a patient F5 Be sure you have first printed out the ledger record. Position cursor at top record and press F5. After records are deleted, an Encounter Form automatically pops up to enter a Balance Forward. 5'pckhlp2' Enter the DOS filename that you wish to print: Press ENTER to exit help Choose the order which you would like the directory displayed in. Note that the previous directory and all subdirectories are always displayed first. Press ENTER to exit help After selecting the patient, from the second option in the Inactive Database Menu, she or he may now be added to the Inactive Database. Description of the entry fields follow: Enter ID No: It is already shown on the form; just type it in. Name: Patient name is entered via an automatic pop-up table; press to accept. DOB: It is also shown on the form; type it in. Today's Date: No entry required. This represents the date the patient was inactivated. Reason: There are 5 categories of reasons why the patient was placed inactive. Select one of them by pressing the Right or Left Arrow Keys. Remarks: This optional memo field allows you to enter anything you might consider relevant about the patient. Press to skip this field. ;'uinhlp' If you pressed you will modify information about the patient in the Inactive Database. If you pressed you will remove the patient from the Inactive Database. 0'upd23hlp' Update Special Database . . . Name: This is a required field. You may directly type in a name or you may call up a name from the Master File by pressing the Key. ID No: This is NOT a required field; any alphanumeric entry or a blank is accepted. If you called a name from the Master File, you may enter that number (the Master ID number is displayed in parentheses). If the name was not in the Master File, as in the case of a "potential but not yet registered patient", you may enter "NONE" or any other desired designation. DOB: Enter patient's DOB. If you called the name from the Master File, the patient's DOB is displayed. A warning beep sounds if you enter a different DOB. Remarks: This is an optional memo field. You may enter any information you consider relevant. 7'uvshlp' Special Database . . . This database contains a sub-group of patients with some type of special requirements. It is up to you to determine criteria for inclusion in the database. For example, you may want to include patients with certain medical problems requiring immediate attention. Or you may want to include patients having particular financial or insurance considerations. This database is updated here in the Utility Module, but may be called up for viewing in the Main Module. 3'vshlp' DIRHLP DIRHLP2 DOSHLP 9 EBFHLP FSHLP INACTIVE_ INAHLP INAHLP2 MRHLP ~ PCKHLP = PCKHLP2 D PRNHLP SRTHLP UINHLP UPD23HLP UVSHLP VSHLP