OCF Forms in PMP

OCF Forms in PMPFor use with Data Entry Centre, Electronic HCAI System, or faxing to Insurers

A great deal of consideration has gone into the design of the OCF form component. PMP offers superior features not available on the HCAI web application or in other software….

A great deal of consideration has gone into the design of the OCF form component. PMP offers superior features not available on the HCAI web application or in other software….

PMP offers the ability to create OCF forms within the patient file. Create and edit forms when it is convenient for you.

PMP offers the ability to create OCF forms within the patient file. Create and edit forms when it is convenient for you.

Forms are created and maintained on the MVA tab in Patient Information.

Forms are created and maintained on the MVA tab in Patient Information.

MVA tab

A list of accidents and forms are shown on the main screen

A list of accidents and forms are shown on the main screen

Accidents

Forms

Click any button to create a new form Click any button to create a new form

OCF18

OCF21

OCF22

OCF23

OCF21 from

OCF18

Some fields are populated with existing information pulled from the patient file

Some fields are populated with existing information pulled from the patient file

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

Many fields contain drop down boxes where you can select items from a list

Many fields contain drop down boxes where you can select items from a list

Move through the tabs on the top to input required information for each section

Move through the tabs on the top to input required information for each section

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

Part 7 of the OCF 18 is where ICD-10-CA codes are selected.

Part 7 of the OCF 18 is where ICD-10-CA codes are selected.

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

Click the browse button to access the pick list

Click the browse button to access the pick list

There are many ways to select codes from the list:There are many ways to select codes from the list:

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

1) type the known code into the code box

1) type the known code into the code box

There are many ways to select codes from the list:There are many ways to select codes from the list:

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

2) click onto the written description to expand the list.

2) click onto the written description to expand the list.

Continue to click until the desired selection is reached

Continue to click until the desired selection is reached

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

There are many ways to select codes from the list:There are many ways to select codes from the list:

3) type keywords or part of keywords into the blank field below Description.

3) type keywords or part of keywords into the blank field below Description.

Type part of the word, such as sub for subluxation. You can choose two keywords - separated by a comma

Type part of the word, such as sub for subluxation. You can choose two keywords - separated by a comma

Select practitioners from the PMP listSelect practitioners from the PMP list

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

Part 12 Proposed Goods and Services is where CCI and GAP codes are chosen.

Part 12 Proposed Goods and Services is where CCI and GAP codes are chosen.

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

Select codes in the same manner as ICD-10-CA codes.

Select codes in the same manner as ICD-10-CA codes.

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

After selecting codes input detail for each item into relevant fields below.

After selecting codes input detail for each item into relevant fields below.

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

Create sessions!Create sessions!

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

PMP assumes codes starting with 1, 2, and 6 should be added to sessions, but you control all item that are or are not added to sessions.

PMP assumes codes starting with 1, 2, and 6 should be added to sessions, but you control all item that are or are not added to sessions.

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

You can ‘group’ multiple items to edit using the options below.

You can ‘group’ multiple items to edit using the options below.

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

Here is Part 12 completed.Here is Part 12 completed.

PMP offers the ability to Save your list of Goods and Services for future use on any patient.

PMP offers the ability to Save your list of Goods and Services for future use on any patient.

Click Save GoodsClick Save Goods

Make sure your list includes costs and practitioners before saving.

Make sure your list includes costs and practitioners before saving.

Type a name for this list of Goods and Services and click Save.

Type a name for this list of Goods and Services and click Save.

To load a list into a NEW form click the Load Goods button.

To load a list into a NEW form click the Load Goods button.

To view the contents of a list before selecting, click the plus button to the left of the name.

To view the contents of a list before selecting, click the plus button to the left of the name.

Select a list by clicking the description and choosing Load these Goods and Services.

Select a list by clicking the description and choosing Load these Goods and Services.

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

Here are the ‘loaded’ Goods and Services. Make any changes to practitioners or costs before continuing.

Here are the ‘loaded’ Goods and Services. Make any changes to practitioners or costs before continuing.

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

Some fields are required on forms. PMP has validation rules that must be met before finalizing a form.

Some fields are required on forms. PMP has validation rules that must be met before finalizing a form.

Click Test FormClick Test Form

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

Tabs that do not pass validation rules will be marked with a red X. Fields will be highlighted in yellow.

Tabs that do not pass validation rules will be marked with a red X. Fields will be highlighted in yellow.

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

When you have completed inputting data click the Save as ‘Draft’ button.

When you have completed inputting data click the Save as ‘Draft’ button.

To view or print existing forms click View / Print Form

To view or print existing forms click View / Print Form

Your ‘Draft’ form will appear on the screen

Your ‘Draft’ form will appear on the screen

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

This is page 6 which details your goods and services.

This is page 6 which details your goods and services.

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

Let’s get a closer look..Let’s get a closer look..

OCF 18 – Treatment PlanOCF 18 – Treatment Plan

OCF 21 – InvoiceOCF 21 – Invoice

Moving on to the OCF 21…Moving on to the OCF 21…

OCF 21 – InvoiceOCF 21 – Invoice

The OCF 21 populates with information input into OCF 18, 22, or 23.

The OCF 21 populates with information input into OCF 18, 22, or 23.

Complete this form in the same manner as the OCF 18.

Complete this form in the same manner as the OCF 18.

OCF 21 – InvoiceOCF 21 – Invoice

The Goods & Services tab differs from OCF 18 tab in a few ways:The Goods & Services tab differs from OCF 18 tab in a few ways:

Codes can be selected from a Treatment Plan by selecting Apply Codes from Plan

Codes can be selected from a Treatment Plan by selecting Apply Codes from Plan

OCF 21 – InvoiceOCF 21 – Invoice

The Blue titlebar at the top of each set of calendars show the services assigned on the Treatment Plan.

The Blue titlebar at the top of each set of calendars show the services assigned on the Treatment Plan.

Click on the calendar to select the dates for each service.

Click on the calendar to select the dates for each service.

OCF 21 – InvoiceOCF 21 – Invoice

Goods and Services can be selected from the treatment plan in seconds.

Goods and Services can be selected from the treatment plan in seconds.

No more time consuming printing or waiting for page changes on the web!

No more time consuming printing or waiting for page changes on the web!

OCF 21 – InvoiceOCF 21 – Invoice

Another way to add Goods & Services to an invoice is by selecting one and then choosing Duplicate this Line Item.

Another way to add Goods & Services to an invoice is by selecting one and then choosing Duplicate this Line Item.

OCF 21 – InvoiceOCF 21 – Invoice

Duplicate this Line Item will copy an item as many times as you wish to dates you specify.

Duplicate this Line Item will copy an item as many times as you wish to dates you specify.

OCF 21 – InvoiceOCF 21 – Invoice

Click on the calendar to choose dates for the selected item.

Click on the calendar to choose dates for the selected item.

OCF 21 – InvoiceOCF 21 – Invoice

Here are duplicated line items.Here are duplicated line items.

OCF 21 – InvoiceOCF 21 – Invoice

Completed InvoicePage 1

Completed InvoicePage 1

OCF 21 – InvoiceOCF 21 – Invoice

Page 2Page 2

OCF 21 – InvoiceOCF 21 – Invoice

Page 3Page 3

OCF Forms in PMP

More information can be obtained by contacting

Lauren JamesManager PMP Software Development

Ontario Chiropractic Association1 877- DCs-CARE (327-2273) ext. 21

Fax 905 [email protected]

Thank you for taking the time to view this presentation.