this demo will examine the rams account
management system
work queues and save queries will create
lists
of accounts based on filters however the
main account list
shows all accounts that can be viewed by
this user's access rights
if they wish to find a specific user
they can apply a search
in this case we're going to search for
specific user
once we have found the account we wish
to look at we can double click on the
row to open up the account detail
this particular list shows some
information to the account but not all
of the information
if we double click we open up the
account management view
there is a menu on the left that
provides various options to look at
additional information about the account
the main account page includes a summary
of the
information about the account from
account information
patient guarantor status balance
insurance
and follow-up all of the data shown on
this page can be edited
on this page for example we may look at
this page and find that the secondary
insurance is incorrect
is so shown as self-pay but it may be
something different
so we can go down into this particular
field
and type in a different insurance code
and we'll bring up a list of insurance
codes that fit the letters that we have
typed into this field in this case we
have one particular
insurance shown we can select that
and save the record this will change the
secondary insurance information
also on this screen we can switch the
primary into secondary
by clicking on small arrows we can make
the secondary primary
or we can make the primary secondary
this will immediately save this data
into the record
from this particular screen we can also
open up the patient guarantor
information
this shows detailed information about
the patient and the guarantor
on this particular page as shown on many
other pages
some of the fields will have some
information in it in this case
slightly grayed out this is what is
called a watermark
this shows the user the format of the
data they should
enter into the field if they start
typing into the field
the formatting is all automatically
applied so the user does not have to add
any special formatting and just type in
the data
also most fields have a validation
process
if you type in information here a phone
number of all fives is invalid
when they save the record it will show
an error
indicating the patient work phone number
is not valid
they can either change this number or
they can cancel the save
and also brings up a message before it's
canceled
from this particular area we can open up
additional tabs
for example we can look at the insurance
information
it opens up on the primary insurance
which is required on all accounts
and it brings up information known about
this particular insurance
or we can look at the secondary
insurance and we'll bring up information
about the secondary insurance
we can add additional information here
various dates
other information about the insurance
the actual insurance used for primary
and secondary
can only be entered on the main account
screen as shown previously
we also can look at what insurance
companies are in the system by clicking
on this button
it brings up a list of all the insurance
companies in the system and we can
search for the various insurance
companies by a variety of criteria
one of the other options is field visits
we can open up a fields visits tab this
shows all the visits that were made for
this particular account
this particular record shows two field
visits were
created if we double click on a row
again
we can open up the details of this
particular visit
it shows the requested date who it's
assigned to the reason
details and so on also from this screen
a field visit request form can be
printed
this can be printed and taken in hard
copy form
along on the visit to fill in various
information
that information then can be entered
into the field visit record upon
return
Customer Support