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Main / PracticeWorks Experts Archive / Documents

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  e-mail Export 
Description: A field export document and an AutoLink on the Person Pick List [Actions] button to create a comma-delimited, quote-enclosed ASCII file of every patient with an e-mail address - their name, e-mail address, phone and internal ID.

Created to send to CAESY for them to send their newsletter to your patients.
Version: 10-14-2004
Filesize: 2.78 Kb
Added on: 28-Mar-2007
Downloads: 49
Category: PracticeWorks Experts Archive / Documents
Details
  Insurance Pre-D Returned Document  Popular
Description: Letterhead document that is printed upon receipt of a pre-determination back from an insurance company. First the "blue book" is updated, then the treatment plan is reprinted and the pre-d is copied to be included with this letter to the patient requesting that they now schedule their treatment.
Version: 1.0
Filesize: 3.40 Kb
Added on: 09-Sep-2006
Downloads: 213
Category: PracticeWorks Experts Archive / Documents
Details
  LH Informed Consent Documents  Popular
Description: 12 Informed Consent "sample" documents and the autolink to have the list displayed upon entering charting. These can be modified to fit your office or new ones added as needed. Be sure to read the associated article Informed Consents before using this pack.
Version: 1.0
Filesize: 27.12 Kb
Added on: 21-Oct-2005
Downloads: 680
Category: PracticeWorks Experts Archive / Documents
Homepage | Details
  LH Patient Information - Fact Sheets  Popular
Description: While a detailed treatment plan is vital to a smooth running office and elimination of surprises (both patient and office) - sometimes we take for granted what all of the codes mean. This pack contains 22 "fact sheets" that can be selected during the Tx Planning process or via a charting button to print out along with the treatment plan. By providing the patient with as much information as possible, needed treatment can be completed with full understanding and minimal interaction. Use of this pack is discussed in this post
Version: 1.0
Filesize: 50.56 Kb
Added on: 08-Dec-2005
Downloads: 335
Category: PracticeWorks Experts Archive / Documents
Homepage | Details
  Misc. Document Merge Variables  Popular
Description: UPDATED 10/14/2004: Added "Patient internal ID number"
UPDATED 10/13/03: Added "Patient age in whole years."
FIXED 8/25/03 (The SSN's added on 6/6 were added so they were visible only if the document was "based on" appointment info. Now they're available from ANY "based on" type. Just re-install the entire package.)
UPDATED 6/6/03 (Added SSN for every person type, and marital status for patient.)
If you write many letters, you're gonna love this one! It's a collection of user-defined merge variables for the most common combinations of system-defined merge variables. Just one example: "Patient full name". This takes ALL of the following into account to build the appropriate full name for a patient (and there are versions for Responsible Party, Lives With, Referral Source, Primary and Secondary Insured Parties):
Title, Legal name/First name, Middle initial, Last name, and Jr/Sr. So one merge variable will give you any of the following:
Mr. Joseph A. Blow, Jr.
Mr. Joe A. Blow, Jr.
Mr. Joe Blow, Jr.
Mr. Joe Blow
Joe Blow
and any other combination of these fields.

Other examples include Address1+Address2, CityStateZIP, and Greeting.

Also, there are a bunch of male/female pronoun combinations that let you use, for example, "he" or "she" in a document.

And there are all the Primary and Secondary insurance merge variables you're likely to need, for the Insured Party, the Employer/Plan, and Insurance Company.

Do a "custom" installation of the Exchange Pack, but just to see what all is in it. Once it comes up in the Expert Exchange window, drag and drop the entire "Misc merge variables" folder from the right side to the left side.
Version: 10-14-2004
Filesize: 21.39 Kb
Added on: 21-Oct-2005
Downloads: 449
Category: PracticeWorks Experts Archive / Documents
Details
  New Patient Marketing Letter  Popular
Description: A sample letter to be sent to new home owners in the area. This letter is used at Allen's office for prospecting purposes. Actually using this letter will require you modify the contents to match your office specifics.

For details on using this document, see this post.

Version: 1.0
Filesize: 3.82 Kb
Added on: 21-Oct-2005
Downloads: 233
Category: PracticeWorks Experts Archive / Documents
Details
  Patient list export 
Description: An AutoLink on the Person Pick List [Actions] button that generates a field export file of patient information, on all patients seen in the last 24 months.

To run it, start with the Person Pick List [Actions] button. Select "All displayed records" when prompted. Select this "Document" (it's called Patient Information (field export) ).

The fields that are exported, and their sequence in the file, are:

1. Lastname, Firstname, MidInitial (Smith, Brian A)
2. First visit date
3. Date of birth
4. Last visit date
5. Last recall date
6. Next appt. date
7. Next appt. time
8 Home phone
9. Work phone
10. Total A/R balance
11. A/R aging (age of the oldest part of the balance)

See this post for more details on how to get this file out of PW and into your PDA.
Version: 3-10-2004
Filesize: 3.65 Kb
Added on: 23-Mar-2004
Downloads: 98
Category: PracticeWorks Experts Archive / Documents
Details
  Referred Out Refusal Letters 
Description: 4 versions of a letter you can send to the patient if they refuse to see the specialist you referred them to.

Referral refusal - adult - letterhead
Referral refusal - adult - plain paper
Referral refusal - child - letterhead
Referral refusal - child - plain paper

Install this Exchange Pack if you've ALREADY installed the Referred Out Tracking System and you just want to update that system. Then read the Article so you'll know how to configure and use these letters.
Filesize: 8.22 Kb
Added on: 05-Sep-2007
Downloads: 15
Category: PracticeWorks Experts Archive / Documents
Details
  School Excuse Document  Popular
Description: A document titled "School excuse" which will print upon request during the "check in" of a child that:

-is between the ages of 5 and 18.
-if the appointment isn't a Saturday
-if the appointment is between 8 and 3

Click here to see the post that generated the creation of this document.
Version: 5/17/04
Filesize: 4.56 Kb
Added on: 18-Aug-2005
Downloads: 193
Category: PracticeWorks Experts Archive / Documents
Details
  Tx Plan Completed Letters 
Description: A collection of letters (contributed by long-time Club member Martin Courtney - thanks!) to send to patients after they have completed a tx plan. 4 for adults, one for teens and one for children.

When you click the [Complete plan] button on any patient's Tx Plan List, you'll get the list of all of the Documents - select the one you want, and it will come up for editing, and immediate printing.
Version: 12-05-2007
Filesize: 9.86 Kb
Added on: 05-Dec-2007
Downloads: 27
Category: PracticeWorks Experts Archive / Documents
Details


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