http://m.getsatisfaction.com/companies/smartsoft/topics?page=1 Topics in Smartsoft 1970-01-01T00:00:00Z 900 315 386 41 0 230 http://m.getsatisfaction.com/topics/7541387 7541387 Transaction list for linked accounts 2017-06-22T06:24:34Z 2017-06-21T03:32:31Z Anita http://m.getsatisfaction.com/people/7997137 https://www.gravatar.com/avatar/9bed3927cdc0deae2ed4c48ceff415db?d=identicon&s=55&r=PG anita_7682257 We mainly use linked accounts for families for billing purposes, with a parent being the main account and children linked into the primary account.<br /><br />My question is whether there could be a setting (a check box) in the transaction window that allows us to see only transactions relating to the primary account.&nbsp; idea active 3 5 3 comment http://m.getsatisfaction.com/topics/7542134 7542134 Invoice No. shown on billing screen 2017-06-22T05:13:20Z 2017-06-22T05:13:20Z Health plus Chiropractic http://m.getsatisfaction.com/people/7706430 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10819711/HPCstaff2015_medium.jpg health_plus_chiropractic Is it possible when billing a patient, to have the tax invoice number somewhere on the billing screen question 0 4 1 create http://m.getsatisfaction.com/topics/7542127 7542127 Be handy if stock arrival could be printed 2017-06-22T04:38:01Z 2017-06-22T04:38:01Z GAYLE http://m.getsatisfaction.com/people/9154530 https://www.gravatar.com/avatar/7cae80fd9468e65b1e66d8ef52321616?d=identicon&s=55&r=PG gayle_7giaaafdjjn4i stock arrival idea 0 1 1 create http://m.getsatisfaction.com/topics/7541357 7541357 invoice printing by hicaps code rather than FD code 2017-06-22T03:36:42Z 2017-06-21T02:24:09Z Rachel Bruce http://m.getsatisfaction.com/people/7422712 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10842578/MoveforBetterHealth_medium.jpg rachel_bruce We have various Front Desk item codes to identify services which use the same Hicaps code but different Front Desk item codes<br />eg group sessions for Pilates and group sessions for gym sessions - see attached image please<br /><br />To make it easy for reception to select the correct item code at the time of booking or billing, we are trying to group the same services together (eg physio, exercise physiology, Return to Work/CTP) using alphabetical prefaces on the FD item codes however, we find that the letters in the front desk codes confuse some health insurers (and sometimes clients claiming online needing to enter the information themselves). Additionally third party insurers such as Return to work need specific codes and we are not able to group those items together for quick identification using this method.<br /><br />The <i><b>front desk item codes</b></i> (eg 560GR or 560PLS on the image below) are the ones printed in the invoices we provide clients (which they use if they are claiming manually).<br /><br />Is it possible to print using the HICAPS code (560 on the image below) rather than the item code please so we can create "groups" of front desk item codes which put the services together but the health insurers or third party insurers claiming requirements will also be easily met when printing invoices for claiming?<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612697/RackMultipart20170621-20460-18mzo8p-Item_code_Hicaps_code_inline.png?1498011672" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612697/RackMultipart20170621-20460-18mzo8p-Item_code_Hicaps_code_inline.png?1498011672" /> idea 6 9 4 comment http://m.getsatisfaction.com/topics/7541442 7541442 Introduction to Clinical Notes: Charts, Images, X-Rays and Attachments 2017-06-22T03:36:11Z 2017-06-21T06:41:31Z Steven http://m.getsatisfaction.com/people/7413176 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10970982/profile_medium.jpg steven_7107276 <i><a href="https://community.smartsoft.com.au/smartsoft/topics/introduction-to-clinical-notes-templates" rel="nofollow" target="_blank" title="Link https//communitysmartsoftcomau/smartsoft/topics/introduction-to-clinical-notes-templates">This article follows on from Introduction to Clinical Notes: Essentials.</a><br /><br /></i>In this article, we will discuss how to use Chart type notes, make annotations on inserted images, explore the X-Ray tab and insert an attachment directly linked to a clinical note.<br /><br /><b><u>Charting<br /><br /></u></b>Front Desk allows you to incorporate any image of your choosing into your clinical notes as seen in the previous article in this series. For practitioners who do not necessarily need to add text information to a note, a Chart Type note removes the word processor components and allows you to interact with Charting tools.<br /><br />Create a Chart Type Clinical Note from the System menu &gt; Clinical Notes Templates as per the previous article. When you select a Chart type note, all you need to do is browse for the image file on your computer and give the template a name.<br /><br />The word processor components are removed and replaced with the Charting tools at the bottom of the screen.<br /><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612735/2974-n1vaqu_inline.png?1498022253" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612735/2974-n1vaqu_inlinepng1498022253" /><br /><br />From Left to Right these tools are:<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612736/10605-1661jfy_inline.png?1498022282" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612736/10605-1661jfy_inlinepng1498022282" />&nbsp;- Draw Freehand: allows you to use your mouse to draw markings on the image in real time<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612737/2974-adhvi5_inline.png?1498022317" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612737/2974-adhvi5_inlinepng1498022317" />&nbsp;- Draw Line: allows you to easily draw straight lines, click and drag out with the mouse to draw a line<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612738/16612-10vtbfy_inline.png?1498022404" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612738/16612-10vtbfy_inlinepng1498022404" />&nbsp;- Draw Text: allows you to insert a text box and add typed text to your chart<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612739/16612-x4ud87_inline.png?1498022439" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612739/16612-x4ud87_inlinepng1498022439" />&nbsp;- Select: allows you to select inserted elements to move them around or remove them<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612740/10605-1yazzv3_inline.png?1498022461" />&nbsp;- Delete: allows you to delete elements selected with the Select tool. Note that you can also use the Delete key on your keyboard to replicate this function.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612741/10605-s0m0vs_inline.png?1498022508" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612741/10605-s0m0vs_inlinepng1498022508" />&nbsp;- Stamp Icons: a series of buttons which allow you to make quick annotations to your chart using the displayed symbols.<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612742/10605-1yoz6hp_inline.png?1498022540" />&nbsp;- Auto Fit: fits the chart to the viewing area, click again to view at original size.<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612743/10605-1bkxtk4_inline.png?1498022559" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612743/10605-1bkxtk4_inlinepng1498022559" />&nbsp;- Colour Panel: to the left you will see the active colour, any drawings or stamps used will be visible in this colour. Next to it is the Font options button, followed by the custom colour picker. Finally, you have access to some quick colour buttons which will instantly change your active colour.<br /><br /><b><u>Images in Clinical Notes<br /><br /></u></b>Whenever you see an image in a clinical note, you can simply double click on it to bring up the editing tools found in chart type notes.&nbsp;<br /><br />When you do this, you will notice that the same tools appear, however on the left instead of the bottom.<b><u><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612744/10605-hjqd0y_inline.png?1498022643" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612744/10605-hjqd0y_inlinepng1498022643" /><br /><br /></u></b>You can use these tools in different combinations to paint over your chart however you need to.<br /><b><u><br /></u></b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612745/10605-t3bfgt_inline.png?1498022692" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612745/10605-t3bfgt_inlinepng1498022692" /><br /><b><u><br /></u></b><b><u><br />X-Rays, Images and Attachments<br /></u></b><br /><b></b>Front Desk allows you to scan in or add images to be easily accessible under the X-Rays tab of a patient’s file. The X-Rays tab can also be renamed to Image, Photo or Scan by going to the Options tab of System Information and using the drop down.<br /><br /><b></b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612746/16612-1nvhx36_inline.png?1498022751" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612746/16612-1nvhx36_inlinepng1498022751" /><br />By Default, the X-Rays tab will appear at the end of a patient’s file, next to Clinical Notes and will also open full screen for convenience.<b><u><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612747/3762-i8dr9w_inline.png?1498022784" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612747/3762-i8dr9w_inlinepng1498022784" /><br /><br /></u></b>To insert an existing X-ray image, click the Add X-ray button. &nbsp;Locate and select the image you wish to insert then click Open. &nbsp;To select multiple X-rays, hold down the key on the keyboard whilst making your selection. &nbsp;You can import images in colour by selecting the Include Colour when Importing (Default Greyscale Only) option.<br /><u></u><br /><b></b><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612748/16612-ni0wkp_inline.png?1498022841" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612748/16612-ni0wkp_inlinepng1498022841" /><br /><b></b><b><u><br /></u></b>X-rays can be scanned directly into the X-rays section of a patient file. &nbsp;This functionality is reliant on an X-ray digitiser or scanner being installed and working on your computer prior to scanning X-rays in Front Desk 2016. &nbsp;Click Scan X-ray to open the scanning dialog.<br /><br /><b><u><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612749/10605-1d6d5a7_inline.png?1498022879" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612749/10605-1d6d5a7_inlinepng1498022879" /><br /><br /></u></b>To create an X-ray report, click Add Report. &nbsp;Enter a title, the date and the report details. &nbsp;Click OK to save.<b><u><br /></u></b><u></u><br /><b><u><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612750/16612-go3549_inline.png?1498022928" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612750/16612-go3549_inlinepng1498022928" /><br /><br /></u></b>To associate a report with a particular X-ray, select the X-ray then click Edit. &nbsp;From the drop-down box select the report you wish to link to the X-ray and click OK.<br /><b><u><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612751/10605-cwn5k_inline.png?1498022965" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612751/10605-cwn5k_inlinepng1498022965" /><br /><br /></u></b>Select an X-Ray and click Detail at the top, or double click the X-Ray to view in greater detail.<b><u><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612752/10605-14ar9g1_inline.png?1498023003" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612752/10605-14ar9g1_inlinepng1498023003" /><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612753/16612-8tu7dh_inline.png?1498023032" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612753/16612-8tu7dh_inlinepng1498023032" /><br /><br /></u></b><u></u>While viewing an X-Ray full screen, you have the following buttons available on the left:<br /><b><u><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612769/10605-tugikh_inline.png?1498026594" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612769/10605-tugikh_inlinepng1498026594" /><br /></u></b><br />On the right:<br /><br />The Print button will print the selected X-ray.<br />The Export button allows you to save the X-ray in another location.<br />The Invert button reverses the X-ray.<br />The Rotate button turns the X-ray 90° clockwise.<br />The Swap button switches the position of the X-rays from left to right. &nbsp;This option is only when two X-rays are displayed.&nbsp;<b><u><br /></u></b>The&nbsp;<img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612770/2974-1ntwtln_inline.png?1498026698" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612770/2974-1ntwtln_inlinepng1498026698" />&nbsp;button displays just one X-ray on the screen.<br />The&nbsp;<img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612771/16612-1b42wvi_inline.png?1498026822" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612771/16612-1b42wvi_inlinepng1498026822" />&nbsp;button displays two X-rays on the screen.<br /><u></u>The&nbsp;<img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612772/10605-839lqr_inline.png?1498026852" />&nbsp;button displays the X-ray report attached to that X-ray. While viewing the report, you can also edit it from this screen directly.<br /><b><u><br /></u></b>The below X-Ray example has an angle and ruler applied.<b><u><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612773/16612-14nxw11_inline.png?1498026895" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612773/16612-14nxw11_inlinepng1498026895" /><br /><br /></u></b>You can create X-ray folders to logically organise a series of X-rays and reports into folders.<br /><br />To create an X-ray folder, select the Add Folder button. Enter a Description and click OK to save.&nbsp;<b><u><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612774/3762-1a61agq_inline.png?1498026929" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612774/3762-1a61agq_inlinepng1498026929" /><br /></u><br /></b>To add x-rays or reports either drag and drop onto the folder or double click on the folder and add accordingly.<br />&nbsp;&nbsp;<br />To close the folder, double click on the folder containing the green up-arrow to the left.<b><u><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612775/10605-p0re36_inline.png?1498026973" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612775/10605-p0re36_inlinepng1498026973" /><br /><br /></u></b>On the Clinical Notes tab, you can access X-Rays and reports by using the Show X-Ray thumbnails icon highlight below. From here, double click an X-Ray or report to bring it up on screen.<br /><b><u><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612777/16612-11jk5ql_inline.png?1498027000" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612777/16612-11jk5ql_inlinepng1498027000" /><br /><br /></u></b>Front Desk also allows you to add an attachment to a clinical note by using the Attach button on the right. Find the file on your computer and select OK to attach it.<b><u><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612778/10605-166oz2p_inline.png?1498027041" /></u>&nbsp; &nbsp;<u><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612779/10605-1xml11t_inline.png?1498027053" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612779/10605-1xml11t_inlinepng1498027053" /><br /><br /></u></b>You will now see a paperclip appear next to the Clinical Note in the list and the file itself just above the Clinical Note, similar to the way an attachment would be displayed in an email. Simply double click the file to open.<br /><br /><b><u><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1612780/16612-54x0mz_inline.png?1498027102" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1612780/16612-54x0mz_inlinepng1498027102" /><br /></u></b><b><u><br /></u></b> article 2 2 2 comment http://m.getsatisfaction.com/topics/7014016 7014016 Introduction to Clinical Notes: Templates 2017-06-21T06:46:47Z 2016-05-26T07:59:57Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 <i><a href="https://community.smartsoft.com.au/smartsoft/topics/introduction-to-clinical-notes-essentials" rel="nofollow" target="_blank" title="Link https//communitysmartsoftcomau/smartsoft/topics/introduction-to-clinical-notes-essentials">This article follows on from Introduction to Clinical Notes: Essentials.</a></i><br /><br />In this article we will discuss the use of Clinical Notes Templates in order to bring consistency, structure and efficiency to your clinical note taking.<br /><br />Clinical Notes Templates in Front Desk offer a high level of customisation and flexibility. Where necessary, users can create their own templates based on consulting/treatment workflows that incorporate:<br /><ul><li>Check boxes</li><li>Drop-down lists</li><li>Tables</li><li>Editable images</li><li>Customisable Body Charts</li></ul><br /><b>1. Creating a Template</b><br /><br />To create a Clinical Notes Template select <b>System &gt; Clinical Notes Templates<br /></b><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422572/18038-pz6vwc_inline.png?1464247576" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1422572/18038-pz6vwc_inlinepng1464247576" /><br /><br />Select <b>Add </b>to create a new Clinical Note Template.&nbsp;<br /><br />Note that you can add multiple templates to suit the needs of your practice and the services offered.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422573/4323-pkmco9_inline.png?1464247596" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1422573/4323-pkmco9_inlinepng1464247596" /><br />&nbsp;<br />For the purpose of this article, select <b>Standard template</b>. Options are also available to create a <b>Chart template</b> (chart/image only). Old style template should no longer be used and is only available for backward compatibility with previous Front Desk clinical notes templates.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422574/4323-1n5k3p3_inline.png?1464247636" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1422574/4323-1n5k3p3_inlinepng1464247636" /><br /><br />After selecting Standard template, the Front Desk Word Processor will open where you can start designing the layout of your template. The tools to create your template are located underneath the Font Format options as seen below.&nbsp;<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422575/18040-13ox3xv_inline.png?1464247658" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1422575/18040-13ox3xv_inlinepng1464247658" /><br />&nbsp;<br />From left to right these elements are:<br /><ul><li>Text Form Field</li><li>Check Box Form Field</li><li>Drop-Down Form Field</li><li>Insert Table</li><li>Insert Text Box</li><li>Form Field Shading</li><li>Protect Form</li></ul>Additionally, more options can be found under the <b>Insert</b> menu including Graphics, Page Numbers and Symbols. You can also add system data fields using the Standard Letter Tags found under the <b>View </b>menu.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422576/4323-1iujfum_inline.PNG?1464247683" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1422576/4323-1iujfum_inlinePNG1464247683" /><br /><br />We will be recreating the template below which aims to incorporate some of these Clinical Notes elements.&nbsp;<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422611/4323-1x7e55_inline.png?1464249533" /><br /><br /><b>2. Creating Tables, Labels and Standard Letter Tags<br /></b><br />To create our Patient Information section (highlighted in light grey above) click the <b>Insert Table</b> button. In this case, we do not need to alter any of the default settings, so just select <b>OK</b>.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422578/4325-15sr48a_inline.png?1464247747" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1422578/4325-15sr48a_inlinepng1464247747" /><br /><br />Let’s now create the required labels in the header of your template. Click in the upper left corner of your table, select the Bold icon and type in ‘Name:’. &nbsp;Tab to the next cell and type ‘DOB:’ and continue the same for ‘Fee Cat:’ and ‘File No:’ in the correct areas of the table.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422591/18040-1xwx470_inline.PNG?1464248413" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422591/18040-1xwx470_inline.PNG?1464248413" /><br /><br />We will insert some Standard Letter Tags so that we can grab the information directly from the patient’s file. Select <b>View &gt; Standard Letter Tags</b> to bring up the list on the right side of the screen. Put the cursor inside the relevant cell and double click on the relevant letter tag to insert into your template including FullName, DateOfBirth, FeeCategory and FileNo as below.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422594/18041-7wne7_inline.PNG?1464248702" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422594/18041-7wne7_inline.PNG?1464248702" /><br /><br />To add some additional formatting, highlight the table, select the <b>Paragraph Background</b> drop down menu and select light grey.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422595/18041-1bu61ai_inline.PNG?1464248734" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422595/18041-1bu61ai_inline.PNG?1464248734" /><br /><br />While the table is highlighted, select the&nbsp;<b>Border&nbsp;</b>button and then select no borders option.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422593/4323-uhtvab_inline.png?1464248463" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1422593/4323-uhtvab_inlinepng1464248463" /><br /><br /><b>3. Adding Form Fields to Templates<br /></b><br />Click below the table and hit <b>Enter </b>on the keyboard to create a new line. Type the label ‘Injury Type:’. Then select the <b>Drop-Down Form Field</b> button to insert a blank drop-down list.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422596/18040-1m61ha6_inline.png?1464248758" /><br /><br />Double click the blank drop-down list to edit the selectable items in this list. Enter your list items and click <b>Add&gt;&gt;</b> to include and <b>OK </b>to save these changes.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422597/4323-36xble_inline.png?1464248773" /><br /><br />Drop a line and then add the label ‘Pain Level:’, leave a few spaces and then press the <b>Check Box Form Field</b> button and then type the number ‘1’. Repeat with further check boxes and sequential numbers until you have completed your Pain Level scale.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422598/4325-taoqho_inline.png?1464248863" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422598/4325-taoqho_inline.png?1464248863" /><br /><br />To create the SOAP section, insert a new table using the steps outlined above that is 9 rows by 2 columns.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422599/4323-11wpads_inline.png?1464248889" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422599/4323-11wpads_inline.png?1464248889" /><br /><br />Highlight the entire top row, select <b>Table &gt; Merge Cells</b> to create the header line.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422600/18040-sk35k0_inline.png?1464248922" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422600/18040-sk35k0_inline.png?1464248922" /><br /><br />Type in ‘SOAP Note’, centre your text, change the background colour to black and make the font colour white using the formatting options highlighted at the top of the next image.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422601/18040-46g096_inline.png?1464248936" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422601/18040-46g096_inline.png?1464248936" /><br /><br />Now drag out every second row to provide an area for a label and area to be able to write your notes as shown below.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422602/4323-1tilo5q_inline.png?1464248953" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422602/4323-1tilo5q_inline.png?1464248953" /><br /><br />We now want to make a space for 2 body charts. Select the first 4 rows in the right column and merge them together. Do the same for the bottom 4 rows to make room for your body charts.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422603/4323-1b7swt9_inline.png?1464248969" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422603/4323-1b7swt9_inline.png?1464248969" /><br /><br />Type in your typical headings for SOAP notes such as: Subjective, Objective, Assessment and Plan and fill the background with blue, remove the bolding and make the font colour white as previously shown using the text formatting tools.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422604/4323-1ic6vt_inline.png?1464248986" /><br /><br />Place the cursor in the space provided for your first body chart (top right box) and add 2 line spaces for some vertical space. Select <b>Insert &gt; Graphic</b> from the menu and add your chosen body chart image. The sample body charts used have been included at the end of this article for your use if required.&nbsp;<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422605/18040-tdikyk_inline.png?1464249010" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422605/18040-tdikyk_inline.png?1464249010" /><br /><br />Finally, we need to create a text area in order to be able to add your notes under each SOAP heading. Do not be concerned with the small size of the text form field as it will expand as you type. Place the cursor into the empty box under the Subjective heading and insert a <b>Text Form Field</b>. Repeat for the cells under each of the subsequent headings.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422606/18040-fdr3oh_inline.png?1464249040" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422606/18040-fdr3oh_inline.png?1464249040" /><br /><br /><b>4. Locking Templates<br /></b><br />After adding these features to your clinical note template it is important that you prepare the template for use by locking the form. This changes the functionality of the template from design mode to user mode. This is done by <b>clicking on the lock symbol</b> in the form field toolbar. In user mode you can now interact with the form field objects such as the drop down list and check boxes.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422607/4323-71cqdd_inline.png?1464249058" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422607/4323-71cqdd_inline.png?1464249058" /><br /><br /><b>5. Using Your Template<br /></b><br />You can now exit the Front Desk Word Processor ensuring you select <b>‘Yes’ to save your changes</b>. On the next window you can give your template a <b>description </b>and select the appropriate <b>Note Type</b>&nbsp;from the drop down box.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422608/4323-zqbsaw_inline.png?1464249080" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422608/4323-zqbsaw_inline.png?1464249080" /><br /><br />The next step is to use your template on the Patient File. Open a test Patient File and select the <b>Clinical Notes tab</b>. Create a <b>New Note</b> and select the <b>Template </b>button.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422610/4323-3961f6_inline.png?1464249110" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1422610/4323-3961f6_inline.png?1464249110" />&nbsp;<br /><br />The final step is to select the Clinical Note Template created above and to start recording your notes.<br /><br /><i>You can download the body charts used in this template at the links below:</i><br /><i><a href="http://www.smartsoft.com.au/Downloads/bodychart1.png" rel="nofollow">AP Body Chart</a></i><br /><i><a href="http://www.smartsoft.com.au/Downloads/bodychart2.png" rel="nofollow">Lateral Body Chart</a></i> article 6 5 3 comment clinical notes http://m.getsatisfaction.com/topics/6756697 6756697 Outstanding Clinical Notes 2017-06-21T06:38:14Z 2015-08-26T03:54:02Z Janette http://m.getsatisfaction.com/people/7722246 https://www.gravatar.com/avatar/837ae406b628996124c82f3bd7b3e155?d=identicon&s=55&r=PG janette_7415879 We would find it helpful to have a report that shows clinical notes that require completion, ie there should be a clinical note that corresponds to each of the patients appointments idea active 18 17 8 comment clinical notes http://m.getsatisfaction.com/topics/6806430 6806430 Introducing Reporting Groups and Item Code Groups 2017-06-21T06:10:13Z 2015-10-13T23:55:27Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Have you ever wanted to run a report involving multiple practitioners that don’t fit into your existing Practice Group structure? <br /><br />In the latest version of Front Desk 16.9 we are introducing <b>Reporting Groups</b> and <b>Item Code Groups</b>; a way for users to group select practitioners or item codes for the purpose of reporting.<br />&nbsp;<br /><u><b>Reporting Groups<br /></b></u><br />Previously, a practitioner could only belong to one group, which was used as a logical grouping of practitioners. With Reporting Groups, you’re now able to place an individual practitioner in more than one group for reporting purposes.<br /><br />For example, if you have a practitioner that works at 3 locations and wish to do a consolidated report for the practitioner at all locations, just create a reporting group that contains the practitioner at each location.<br /><br />To setup a Reporting Group, following the instructions below.<br /><br />In <b>System Information</b> we have added a <b>Groups </b>tab where you’ll find the familiar Practice Groups and the new <b>Reporting Groups</b>. Select Reporting Groups and then click <b>Add</b>.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1292341/3307-4xv8q0_inline.png?1444780279" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1292341/3307-4xv8q0_inline.png?1444780279" /><br /><br />Give the Reporting Group a <b>Name</b>. Then double click on any practitioner, or use the arrows in the centre of the window to add all or select practitioners to the group. You can also filter the list of practitioners shown on the left by Practice Group using the drop down menu.&nbsp;Hit <b>OK </b>to save your changes.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1292342/3307-18tk6f1_inline.png?1444780298" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1292342/3307-18tk6f1_inline.png?1444780298" /><br /><br />When running reports, you will now see a Groups filter, where you’ll find both your existing Practice Groups and your new Reporting Groups.&nbsp;<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1292343/13026-16ve214_inline.png?1444780315" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1292343/13026-16ve214_inline.png?1444780315" /><br /><br /><u><b>Item Code Groups<br /></b></u><br />Item Code Groups will allow you to add one or more item codes into a group for the purpose of reporting. e.g if you've got multiple item codes for an initial consult you’ll be able to group these together and see income from all initial consults. Follow the steps below to setup an item code group:<br /><br />Select <b>File </b>&gt; <b>Item Codes</b> &gt; <b>Item Groups<br /></b><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1292344/13026-lvgoc_inline.png?1444780342" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1292344/13026-lvgoc_inline.png?1444780342" /><br />&nbsp;<br />Click <b>Add </b>to create a new Item Group<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1292345/13026-17dq5be_inline.png?1444780357" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1292345/13026-17dq5be_inline.png?1444780357" /><br />&nbsp;<br />Give your Item Group a <b>Name </b>and then either double click on an item code or use the arrows to move item codes into your group and then select <b>OK </b>to save.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1292346/21771-1rslwfh_inline.png?1444780375" /><br />&nbsp;<br />The following reports can utilise both Reporting Groups and Item Code Groups after upgrading to Front Desk 16.9:<br /><ul><li>Transaction</li><li>Billings</li><li>Trend Analysis</li><li>Active/Inactive Patients</li><li>Patient Referrals</li><li>Patient List</li></ul> article 9 5 1 comment groups, item codes, reporting groups http://m.getsatisfaction.com/topics/7429570 7429570 Any plans on Front Desk becoming conformant with Digital Health/My Health Record? 2017-06-20T08:39:27Z 2017-01-25T05:40:30Z Elyssa Hamad Mkali http://m.getsatisfaction.com/people/8910958 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10997012/photo_medium.jpg elyssa_hamad_mkali Hi there, <br /> Just wondering what SmartSoft's plans/potential timeframe for becoming My Health / Digital Health record-conformant software is? If any? With non-medical prescribing coming online, increasing adoption by pharmacies, and the complexity of care increasing (as well as increasing volumes of valuable information being included) it would be great to know when we might have access to integration with FrontDesk. <br /><br /> Many thanks! question 6 5 3 comment http://m.getsatisfaction.com/topics/6573502 6573502 Xero Accounting Software 2017-06-20T07:05:40Z 2015-03-06T23:23:04Z Charmaine Petersen http://m.getsatisfaction.com/people/7418495 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10482191/Charmaine01_medium.jpg charmaine_petersen I was wondering when Xero will be integrated into Front Desk? I had a conversation last year with one of the technicians who mentioned it may be toward the end of 2016?P.S. This forum is a great idea. Thank you! idea active 45 31 14 comment myob, xero http://m.getsatisfaction.com/topics/7006334 7006334 Text messages for two appointments 2017-06-19T05:27:56Z 2016-05-16T23:53:01Z Amber Quirk http://m.getsatisfaction.com/people/7618831 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10576114/photo_medium.jpg amber_quirk We are having an issue with the text messages if a patient has two appointments on the one day. EG - if they have an appointment at 9am for Pilates, then 2pm for physio, they receive two messages both showing an appointment for 9am. Is there anyway this can be fixed? question complete 13 14 4 comment http://m.getsatisfaction.com/topics/7022795 7022795 Notifying Clinician when appointment is made 2017-06-19T05:17:44Z 2016-06-07T02:57:56Z Better Life Centre http://m.getsatisfaction.com/people/7706623 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10885832/BLCLogo_medium.jpg better_life_centre Hi Front Desk Team,<br /><br />Thanks for your ongoing support. I wanted to see whether we can create a function where we can choose to email the practitioner when an appointment is being made. We have someone who works with 3 different systems and would benefit from knowing when someone books in at our Clinic.<br /><br />Similar to how we can email when deleting appointments, but perhaps can we ticked in the appointment window.<br /><br />Thanks!<br /><br />Jane idea active 12 9 3 comment http://m.getsatisfaction.com/topics/7533869 7533869 Appointment book - Font Size 2017-06-16T08:06:24Z 2017-06-08T09:24:03Z Rudi http://m.getsatisfaction.com/people/7548163 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10923136/back4lifev2cmyk_medium.jpeg rudi_7242092 How do we enlarge the font size for the appointment book? I know we can change templates, clinical notes, etc, but can we change the font of the appointment book and general settings of frontdesk?<br /><br />I've tried changing the display setting in Windows - making the font size 125%, but it affects the layout (affecting invoicing and reporting)<br /><br />Ideally we would like to pick a font size for each receptionist, as our older staff is struggling to read the screen. question 2 5 1 comment http://m.getsatisfaction.com/topics/7510208 7510208 online bookings 2017-06-16T06:52:02Z 2017-05-01T22:36:44Z Anthony Wilson http://m.getsatisfaction.com/people/7528418 https://www.gravatar.com/avatar/54f0ffebaa8ad2096747e65c991f1da8?d=identicon&s=55&r=PG anthony_wilson_7222376 I've just been advised that main computer must remain on at all times for online bookings to be accessed. We've had the online system for quite some time and have never been told this before. Can someone confirm this question complete 3 5 2 comment http://m.getsatisfaction.com/topics/7538605 7538605 Web view practitioner order 2017-06-16T05:57:28Z 2017-06-16T05:26:40Z Hand Works http://m.getsatisfaction.com/people/7427108 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10486172/photo_medium.jpg hand_works When viewing the web version of the appointment book, all our practitioners are listed in no particular order. Not alphabetical or by practice group - just all intermingled. &nbsp;That makes it hard to find one therapist at one clinic when we have about 14 therapists across 9 locations.<br /><br />Could we maybe have them grouped together in alpha order so eg. all of John Smith's locations are grouped together, followed by all of Ken John's locations?<br /><br />Even better would be if we could just choose the practitioner's name and 'week' view so it shows one person's weekly schedule across all clinics / practice groups?? problem rejected 3 2 1 comment