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2012 Summer ReleaseRelease User Guide

ADP AdvancedMD 2012 Summer Release GuideCopyright 2012 ADP AdvancedMD, Inc.All rights reserved.The information contained herein constitutes proprietary and confidential information of ADPAdvancedMD, Inc. It must not be copied, transmitted or distributed in any form or by any means,electronic, mechanical or other, including photocopying or recording, without the express writtenpermission of ADP AdvancedMD, Inc.10876 South River Front Parkway, Suite 400South Jordan, Utah 84095Toll Free 800.825.0224Client Support Services 888.700.9060Written by: ADP AdvancedMD Documentation Department2012 Summer (27 June 2012)2

Table of ContentsSummary . 5PM & EHR . 6ADP AdvancedMD Mobile Preview . 7Setup . 7Patient Search . 9Patient Facesheet . 12Schedule . 17Messages . 21Settings . 23iLearn@ADP . 24We Have a New Look! . 27We Want Your Feedback . 27Toolbars . 27Messages Icon . 28Colors . 28Lab Orders . 30PM . 32Appointment Scheduler . 33Confirm Appointments. 33Credit Card on File . 34Role Setup . 34System Defaults . 35Responsible Party Tab . 36Capturing Credit Card on File . 36Charging an Individual Credit Card on File . 38Processing Multiple Credit Cards on File . 40Demographics . 42Patient Photo . 42Reassign Payment . 44Diagnosis Codes . 46ICD-10 . 46Health Agency Accounts . 48Florida Immunization Information System . 48Quality Measures . 49NQF Quality Measure . 492012 Summer (27 June 2012)3

Payment Plans . 50Responsible Party Payment Entry . 50EHR. 51Immunizations . 52Immunization Setup . 52Immunizations Chart Item . 53Template Library. 54Addenda . 56Addendum (6-22-2012) . 57Master Files . 57Template Library . 58Addendum (6-27-2012) . 59Claims . 59Template Library . 602012 Summer (27 June 2012)4

SummaryThe 2012 Summer release contains many exciting updates and new features that yourequested.First, you’ll notice that the application has a new and improved look! The color schemes andicons have been updated. This is just the first stage of improvements you will see in thefuture. We’d like your input on these changes so we’ve added a “Send Your Feedback”button to the Dashboard.With this release ICD-10 Diagnosis codes are available for import. The diagnosis codes willbe available for use on claims in a later release.We are excited to preview our upcoming ADP AdvancedMD Mobile app for iPad . Thisfeature allows providers to view their schedule, patient information, send and receivemessages, and create a basic patient note on their iPad.Also included in this release is the new Credit Card on File feature. This addition to CreditCard Processing allows you to make arrangements with your patients to keep their creditcard on file so you can charge it automatically instead of sending a statement.The Reassign Payment feature allows you to reassign unapplied patient and insurancepayments from one patient or responsible party to another.With iLearn@ADP , a Learning Management System (LMS), you can find on-demandtraining for product enhancements to ADP AdvancedMD applications all in one location.We know you will be pleased with these additions to ADP AdvancedMD. For moreinformation on these and other exciting changes in the 2012 Summer release, read on!2012 Summer (27 June 2012)5

PM & EHR2012 Summer (27 June 2012)6

ADP AdvancedMD Mobile PreviewWe are pleased to announce the upcoming summer release of ADP AdvancedMD Mobile, anew mobile app for iPad. Below is a preview of the features you will see in our new mobileapp.ADP AdvancedMD Mobile is designed for mobility and productivity. ADP AdvancedMD Mobilelets physicians attend to tasks in the office, as well as at home, the hospital, or a secondaryoffice location.When you complete a SOAP note, or send or reply to a message on your iPad, it will syncthe information within the ADP AdvancedMD cloud with amazing speed, and your entiresystem keeps track of everything you do.Note: The features available for use in the mobile app are determined by the type ofapplication you have purchased from ADP AdvancedMD. EHR related features are onlyavailable to EHR providers and users.SetupThose who download the mobile app will fall into one of three categories:1) PM-only Users Can access the schedule (excluding the Provider View) and their messages2) EHR Users Can access the schedule (excluding the Provider View and Today’s Appts),messages, and patient informationNote: A user is considered an EHR user if the EHR User check box is selected,and they have an EHR provider selected in the EHR Setup tab.3) EHR Providers Can access the entire mobile appNote: A user is considered an EHR Provider if the EHR User check box isselected, and if they have a provider profile selected in the Provider field inthe User Setup screen. Only EHR providers can access the Provider View inSchedule.User Level SecurityAll privilege settings set up for your Role, as well as the confidential access to chartssetting, are applicable in ADP AdvancedMD Mobile.User SetupEHR Providers1. Go to Utilities User Setup in PM.2. Select the provider’s Login.3. In the Provider field, select the provider profile.Note: A provider profile can only be attached to one Login.Note: Make sure the EHR User check box is selected, and the EHR SignoffPassword is entered and confirmed.2012 Summer (27 June 2012)7

4. Click Save.EHR UsersTo set up EHR users to have full access to the mobile app (excluding the Provider View),complete the following steps:1. Go to Utilities User Setup in PM.2. Select the provider’s Login.3. Select the EHR User check box, if not already selected.4. Enter and confirm the EHR Signoff Password.5. Select the EHR Setup tab.6. In the Providers section, double-click a provider who has a Full EHR Mobilelicense in the Providers master file.7. Click Save.2012 Summer (27 June 2012)8

Patient SearchFrom the patient search you can search for patients in your practice, and from the searchresults you can access your patients’ facesheet.You can search by the patient’s name, date of birth, phone #, or chart #.Patient Search2012 Summer (27 June 2012)9

Today’s Appointments2012 Summer (27 June 2012)10

Search Results2012 Summer (27 June 2012)11

Patient FacesheetOn the patient facesheet you can view a patient’s demographic and medical history, as wellas view lab results. You can also write a new SOAP note for a patient and view patient notesfor the selected patient.You can access the facesheet from the patient search, by selecting a patient from theschedule, or the messages screens.Note: There is only one patient note template available in the ADP AdvancedMD Mobile appat this time.Patient Info2012 Summer (27 June 2012)12

Medical Summary2012 Summer (27 June 2012)13

Chart Notes & Lab Results2012 Summer (27 June 2012)14

Compose a New Chart NoteProviders can enter a simple patient note from the iPad. You can enter the patient’s vitals,subjective, objective, assessment, and plan. Only one patient note is available for the iPadat this time.Chart Note2012 Summer (27 June 2012)15

Chart Note (continued)2012 Summer (27 June 2012)16

ScheduleThe schedule in the mobile App gives providers a quick way to view their appointments forthe day, week, and month.Providers can also view details of the appointment such as appointment type, phonenumber, financial class, and insurance.Note: The month view displays the number of appointments for each individual day, ratherthan the name of the patients who have appointments.Day View2012 Summer (27 June 2012)17

Week ViewTips: Tap the patient’s name to view appointment details.Tap the patient’s name in the appointment details box to go to the patient’sfacesheet.2012 Summer (27 June 2012)18

Month View2012 Summer (27 June 2012)19

Provider View2012 Summer (27 June 2012)20

MessagesThe messages screen displays the provider’s received and sent messages. You can view allmessages, or you can filter messages by read and unread, messages still set as “to do,” andmessages that are complete. You can also filter the messages by a date range, and evenview deleted messages.View MessagesTips: Tap the message to display the Reply/Forward, etc. options.Tap the patient name to go to the patient’s facesheet.2012 Summer (27 June 2012)21

Compose a New MessageThe new message screen is similar to the message screen in the PM and EHR. Simply selecta distribution list and then tap who you want to send the message to. Select additionalinformation such as a different date, a message type, priority, or attach a patient to themessage. The sent message can be viewed in both the PM and EHR.2012 Summer (27 June 2012)22

Settings2012 Summer (27 June 2012)23

iLearn@ADP iLearn@ADP, a Learning Management System (LMS), is now available. In one easy-to-uselocation, you can receive training whenever it is convenient for you. You can obtain just-intime training on product enhancements to ADP AdvancedMD applications, scheduletrainings, and keep a record of courses you have completed.iLearn@ADP allows you to finish a course in one sitting, or continue it later, and to viewyour progress in a curriculum. New users now have a quick way to become proficient in theapplication modules, and experienced users have a path to become subject matter experts.Through the iLearn@ADP search features, you can find a topic, course, and delivery methodthat best fits your training needs. You can enroll in the instructor-led workshops, self-pacedonline classes, and virtual trainings. Or, schedule one-on-one trainings with an instructor.Registering for iLearn@ADP allows you to take online classes.1. Go to https://adpe.csod.com.2. Click Next.3. Enter your first and last name.4. Enter an email address. This will be your username when you log into iLearn.5. In the Code field, enter the letters “amd” and your office key number. Example:amd123456.6. Click Next.7. Click Next again.8. Click the icon next to Position (2012 Summer (27 June 2012)) and click your role in the office.24

9. Click Next.10. Enter and confirm a password. Passwords require at least one upper case and onelowercase letter, at least one number, and a minimum of six characters.11. Click Login.Find and Launch Online Classes:1. Login to https://adpe.csod.com.2. Go to Learning Browse for Learning.2012 Summer (27 June 2012)25

3. Click Go to Search.4. Clear all check boxes except Online Class.5. Optionally, refine your search using the Title, Description, and Subject filters.6. Click the title of a course to view its details.7. To launch a course, click the Launch button in the course detail window.2012 Summer (27 June 2012)26

We Have a New Look!Our exciting new user interface is the first step of many as we continue to improve theusability of AdvancedMD to make your workflow faster, easier and more accurate. Futurechanges in our upcoming releases will further enhance your experience and effectiveness.We Want Your FeedbackChange always comes with mixed emotion. We are confident the changes in this release willbenefit you and make a positive impact on your practice.You are our partner for continual improvement and we want to hear your perspective on ournew look. Click the new Send Your Feedback button on the Dashboard to tell us whatyou think.ToolbarsThe toolbars for PM and EHR have been enhanced with a new look and feel. The buttons, asillustrated below, still correspond to the same screens as they did in the old toolbars.Notes: Our holiday icons have also received a face lift and will continue to brighten thosespecial days. The classic toolbar option is no longer available. Users with the classic toolbar havebeen moved to the standard toolbar.Examples of changes:New Standard PM ToolbarOld Standard PM ToolbarNew Standard EHR Toolbar2012 Summer (27 June 2012)27