GETTING STARTED – USING
THE TOOL BAR
Overview of a Windows® Screen…
The top of the active Window will contain a tool
bar. This bar contains buttons to assist
you within the program you are currently working.
Overview of the Windows® Task Bar…
The bottom (usually) of the Monitor contains the
task bar. This is an information bar
that will let you know what programs are currently running, the time and/or
date and allow access to your start button and menu.
The tool bar is divided into three sections. The first section contains program specific
buttons. These will open commonly used
areas of the program. Remember all areas
of the program may be accessed through the “Quick Start” menu, these are simply
shortcuts to areas of the program used frequently. The two sections are standard Windows
buttons. These will work the same way
when found in most Windows programs.
These buttons do not access areas of the program, instead they are
action oriented and will help you to function or navigate through the
system. The second section is action
buttons. These will assist you with
adding and deleting items, copy and paste, a calculator, etc. The third section contains navigation
tools. This will help you move around
the records in an open area of the program.
How To Read the
Icons/Buttons in TPS2000…
Patients Claims
Notes Scheduler Services
Payments Billing Messages
Registry Reports Closing
Patients
This icon opens the Patient
area of TPS2000. You will use this area
to Add new patient records and Edit existing Patient information.
Claims
This icon opens the
Patient Claims area of TPS2000. You will
use this area to Add/Edit claim information.
Your patients could have multiple claim entries. For example one for general insurance,
another for a work comp injury and possibly another for a personal injury. Open a new claim when there has been a new
incident, or a reason for keeping diagnosis, insurance, notes and ledger information
separate for other claims.
Notes
This icon opens the Notes
area of TPS2000. You will use this area
to Add/Edit/Print patient specific notes, SOAP notes, narratives and other
patient letters such as recall letters, educational letters, thank you and
welcome letters and 30/60/90 day collection letters.
Scheduler
This icon opens the
Appointment Scheduler for TPS2000. You
will use this area to schedule appointments for Today or any future date.
Multiple appointments may
be quickly and easily setup. You may
also print a daily schedule from this area, or a Multiple Appointment Planner
for an individual patient’s use.
NOTE: It is not necessary to use the Appointment
Scheduler to enter Services or Payments for your patients. However, if you choose to do so, you will be
able to take advantage of our preset “Main
Services
This icon opens the
Services/Payment area of TPS2000. You
will use this area to add services, discounts and payments to your patient’s
accounts. The payments entered from this
area should be patient payments only.
This is the quickest way to log payments received “over the counter” or
during a patient’s visit.
Payments
This icon opens the
Payment area of TPS2000. You will use
this area to enter any payments received in the mail. Remember, there is no need to enter a single
check more than 1 time. The first part
of the payment entry is the check’s information, the second part contains the
patient(s) listed on the EOB (explanation of benefits) and how much of the
check belongs to each of them. The third
part of the payment entry concerns the outstanding services of each patient
listed. You may apply your payment from
a specific service date forward, backward, or manually to each services line.
Billing
This icon opens the
Billing area of TPS2000. You will use
this area to process and/or print your Carrier billings (HCFA forms) and your
Patient Statements. You will also use
this area to view and/or print previously created bill batches, process Tracers
and Rebill batches.
Messages
This icon opens the
Basic System Information (Registry)
This icon opens the
Registry area of TPS2000. The registry
area contains the “pop-up” lists area and other general information for your
system.
Reports
This icon opens the
Reports area of TPS2000. You will use
this area to print mailing labels for your Insurance Carriers, Patients and
Attorneys. This area contains setup
reports such as patient, carrier and diagnosis lists. Accounts Receivables reports such as aging
reports, receivables reports, percentage of active claims by type and attorney
itemized statements. It also contains
the system help report that will print all of the help fields out if you prefer
to have a hard copy of your on-line help.
Closing
This icon opens the Daily
Closing area of TPS2000. You will use
this area to reconcile your cash drawer, print your transaction journal and
finally, set all your daily transaction as posted.
Open Add Delete Cut Calculator Copy
Paste
Open
This icon opens the
“Choose and Item” menu of TPS2000. You
will use this area to pick, or open any of the screens that don’t have their
own icons at the top of the window.
Add
This icon is used to ADD
a new record in almost all areas of TPS2000.
The only area in which this is not the icon used to ADD to a new record
is the Registry area of TPS2000. Each
Registry screen has its own ADD button at the bottom of the window.
Delete
This icon is used to
DELETE a record in almost all areas of TPS2000.
The only area in which this is not the icon used to DELETE a record is
the Registry area of TPS2000. Each
Registry screen has its own DELETE button at the bottom of the window.
NOTE: If you have entered transactions (services
and/or payments) for a patient’s claim, and done a closing procedure, you will
not be able to DELETE the claim record.
Once financial transactions have been posted, you may archive or
inactivate a claim, but it is no longer eligible to be deleted.
Cut
This icon is used to
remove fields from TPS2000. You will use
this icon if you want to empty or completely delete a field from a TPS2000
record.
Calculator
This icon will open a
calculator on any screen in TPS2000. You
will use this icon if you need immediate access to a calculator.
Copy
This icon will COPY to
the Windows Clipboard any field or area in TPS2000 that has been
highlighted. You will use this icon if
you need to copy data from one field to another.
Paste
This icon will PASTE any
field or area in TPS2000 that has been highlighted and copied to the Windows
Clipboard. You will use this icon if you
need to copy data from one field to another.
First
Record Prior Record Next Record Last Record List
First Record
This icon will take you
to the first record of any area of TPS2000.
You will use this icon when you need to go the top of any list.
Prior Record
This icon will step you
back to the prior record of whatever area you are in TPS2000. You will use this icon to step backwards
through a list in TPS2000.
Next Record
This icon will step you
forward to the next record of whatever area you are in TPS2000. You will use this icon to step forwards
through a list in TPS2000.
Last Record
This icon will take you
to the last record of any area of TPS2000.
You will use this icon when you need to go the bottom of any list.
Show List of Records
This icon will bring up a
list for any open record in TPS2000. You
will use this icon in the Patient area of TPS2000 to see your entire patient
list, in Carriers to see an entire list of your insurance carriers, etc.