Download Users Manual

Pumpkin Software
CONTENTS
1
INTRODUCTION .......................................................................................................... 4
1.1 What’s New in Version 7.0 ...................................................................................... 4
1.2 Conditions of Use ................................................................................................... 4
1.3 Requirements ......................................................................................................... 4
1.4 MS Access Basics .................................................................................................. 5
1.4.1 Navigation in Access ........................................................................................ 6
1.4.2 Finding and Filtering ......................................................................................... 7
1.5 Some Conventions to be Aware Of......................................................................... 8
2 USING PUMPKIN PMS ................................................................................................ 9
2.1 Startup – Dealing with the security messages ........................................................ 9
2.2 Registration .......................................................................................................... 10
2.2.1 Using the Application on Multiple Computers ................................................. 12
2.3 Setup .................................................................................................................... 13
2.3.1 Getting the NHRPL Tariffs into the Database................................................. 13
2.3.1.1 Connecting to the Pumpkin Database ..................................................... 14
2.3.2 Banking Details .............................................................................................. 15
2.3.3 Logo ............................................................................................................... 15
2.3.4 My Practice Details ........................................................................................ 15
2.4 Data Input ............................................................................................................. 15
2.4.1 Form : Referring Doctor.................................................................................. 16
2.4.2 Form : Medical Aid Details ............................................................................. 16
2.4.3 Form : Client Details ....................................................................................... 17
2.4.4 Form : Treatment details ................................................................................ 18
2.4.4.1 Entering ICD Codes ................................................................................. 19
2.4.4.2 Batch Entry of Treatment Details ............................................................. 20
2.5 Statements ........................................................................................................... 21
2.5.1 Report : New Statements ............................................................................... 21
2.5.1.1 Message Center ...................................................................................... 22
2.5.1.2 Updating the statement date .................................................................... 23
2.5.1.3 ICD Codes on the Statements ................................................................. 24
2.5.2 Report : Reproduce Previous Statement ........................................................ 25
2.5.3 Report : Total Account History ....................................................................... 25
2.5.4 E-Mailing Statements ..................................................................................... 25
2.6 Lookup Tables ...................................................................................................... 26
2.6.1 Form : Edit list of treatment codes .................................................................. 26
2.6.2 Form : Batch setup of treatment modalities .................................................... 27
2.6.3 Form : Edit list of treatment code modifiers .................................................... 28
2.6.4 Form : Edit list of hospitals ............................................................................. 29
2.6.5 Form : Locums ............................................................................................... 29
2.6.6 Form : Tariffs .................................................................................................. 30
2.6.7 Form : ICD10 Codes ...................................................................................... 31
2.7 Tracking ................................................................................................................ 32
2.7.1 Report : View Chart of Debits and Credits per Month .................................... 32
Page 2 of 39