HOW TO SETUP NOTES CATEGORIES

The Patient Note/Reporting section of TPS 2000 is a powerful tool. In this area, you will create the categories to show the different types of notes and letters that your office will use.

We have started you out with the following categories already in place:

Patient Photo / Identification

Attorney Notes

Medical Notes

Collection Notes

General Notes

Insurance Notes

Narrative Letters

S.O.A.P. Notes

If you which to add more do so here.

Special Printing Format (if needed)

Category Description

Unique Code

Exit

Print

Delete

Add

To ADD NOTES CATEGORIES to your list, click on [Add New Entry] button. You will need to enter the following fields:

CODE: This code is up to 3 characters (these may be numeric, alpha or a combination). The code needs to be UNIQUE. This is vital as it is how TPS2000 will keep the services and/or notes remain grouped properly.

NOTES CATEGORY: This is the name that you have chosen for this specific entry (i.e. Treatment Notes).

DEFAULT FORM CODE: If there is a specific form that you wish the printouts from this category to use as a default, you will list the form code here. In most cases this will not be necessary, as you may select any form code available prior to printing your notes.

If you do wish to default a category of notes so that it will print on a special form type, you need to find the report ID for this layout. To find this entry, click on the [Edit] button and you will see a screen similar to the following:

Arrow down to the layout that you wish to use. Across from this layout you will see the Report ID field.