Tutorial 2: exam > bill > claim
Walk through an exam for Fred Flintstone.
Create an exam
Create an exam from the Patient Window:
1. Create "Exam"
2. Click "W/Diagnosis" (the diagnosis can be changed later)
NOTE: Exams can also be started in the Exam Window, go to the last three steps of this Tutorial to see those steps.
Choose a diagnosis (the diagnosis can changed later)
Your staff can guess that Fred might be a myope since his Rx is myopic
1. Click "Myopia"
An exam record is created
1. You can also add exams directly from the EXAM window by choosing a diagnosis template from the top right window. Most doctors just leave this window open all day and rarely go to the PATIENT window.
In this example, the meds and history have been auto entered since the OD Link entrance forms were used.
Exam fields
1. Click "More" to click through HPI
2. Entrance Acuity
3. Habitual entrance acuity
4. Click "+ Habitual" to pull the habitual forward, then make changes
5. Enter BVA
Add anterior and posterior segment findings
1. Choose "PSC 2+" from the "Lens" pull down
2. Click "OU" to apply it
3. Record "dilate"
4. Click "N.OU" to enter normal posterior seg findings
5. Add "cataract" to diagnosis
Write a patient plan
1. Add "Watch PSC" to plan
2. Click "Plan (boxes)" to check any other Plan items (customize by clicking "Edit")
3. Click "6mo" to change the recall to 6 mo
Bill for the Exam
1. Add 2 additional codes (you can also add more in the Transaction Window)
2. Click "99213"
Make any other changes to the Final Rx
This window opens if the "Findings" and "Final Rx" are different. This is an opportunity for the Doctor to review both. If there are no discrepancies, this window will not open.
Click "Continue"
Transaction is created
The Doctor is now taken to the Transaction Window to confirm billing. The front desk could create the claim or the Doctor can do it with 3 clicks in 10 seconds
1. Click Medicare (or insurance payer being used)
2. Patient owes "0"
3. Credit
How do I customize my final Rx?
How do I use surgical reports?
Or, go to the manual and search key word "Exam."
Exams can also be created from the Exam window
Click a template (you can add to it or change it later).
Use the entrance form as a "chart"
Patient number (and optional bar code)
If your are using your own entrance forms, write the patient number on the form.
More about entrance forms.
Enter the patient number (manually or with the bar code)
