Census
The census is a rounding list of patients currently being followed by your group. This is a shared list, so all additions and updates will be visible to all providers in your group in real-time.
Things to note:
1) On the right-hand side, you’ll see the initials of the rounding provider assigned to each patient. Rounding assignment does not impact charges entered on this patient by another provider.
2) On the left-hand side, you’ll see the previous visit details. The initials show the last provider to bill for the patient and the most recent date of service. A N/A in this field indicates the patient has no historical visits, for example, a new consult or admission.
3) If the previous visit details are red with an exclamation point, it means the patient has yet to be seen today. If the information is gray, it means the patient has already received a charge for today’s DOS.
You can filter the census by options such as the patients currently assigned to you and/or at your location(s). Tap the filter button in the upper left-hand corner and select the appropriate filter. The filters are persistent, so the next time you log in, the same filters will be applied.
Adding Charges
To enter a visit on a patient:
1) Start by tapping on the patient’s name on the census. This will take you to the Patient Details screen. Notice the patient’s name at the top with their demographics. You will also see the patient’s assigned rounding provider and location here. To enter a visit, tap on Create New Visit in the lower left-hand corner.
2) The New Visit screen will appear with the patient’s name at the top along with their demographics. The visit date will default to today’s date, but you are able to adjust it if needed.
3) Scroll down to Diagnoses and Charges.
4) Tap Add Diagnosis and type to search by description or code. You can also scroll through the list of codes. The most commonly used diagnoses will be at the top of the list, with the rest listed in alphabetical order. Tap on the diagnosis to select; you may multi-select if needed.
5) If the diagnosis you’re looking for is not in the list, you can free-text the diagnosis, which will come up as “Other: [dx]”, and select that option.
6) Tap Done. If you added an incorrect code and need to remove it from the visit, tap on the code and select Remove [dx].
7) Next, tap on Add Charge. The most commonly used codes will be listed at the top or codes will be grouped by category. In addition, you can tap into the search box to look for the code (or description) you’d like to select. Once you’ve selected the appropriate charge code(s), tap Done.
8) Lastly, save the visit by tapping Save in the upper right corner. This will take you back to the census screen. The previous visit details to the left of the patient’s name will be replaced with your initials, today’s date, and a question mark in gray. This means the visit you created is saved in your drafts folder for you to later approve and submit to billing. If you backdated a visit, the visit details on the census will remain in red.
Consults
When adding a consult charge, please note that you may be required to enter a referring provider. If this is the case, tap on the Referred By field and search or free-type the referring provider’s name in the search box at the top.
Instant Capture
If you saw a patient previously, and today you are seeing them for a subsequent visit for which they have the same diagnoses, you can easily enter a quick visit from the census. In this case, press and hold down on the patient’s name. A pop-up will appear with the top 5 charge codes. You can select a charge from here, and the visit will be automatically saved in your drafts!
Discharge
When entering a visit using a discharge charge code, you’ll be prompted with the question “Do you want to remove the patient from the group’s active census?” upon saving that visit. To remove the patient from the census, tap on DEACTIVATE THE PATIENT. To have the patient remain on the census, tap KEEP THE PATIENT ACTIVE.
Adding and Removing Patients
To add a patient to the census:
1) Tap on the Search/Add magnifying glass that hovers above the lower toolbar. Note that this icon collapses down to show just the magnifying glass after you’ve started scrolling. Look up the patient by “last name, first name.”
2) If your search returns matching results, you will see them listed under Inactive Patients.
3) Tap on the correct patient. This will pull up the Patient Details screen. From here you can select Activate in the lower left. This will prompt you to choose the patient’s location, and then add the patient to the census list. From here you can either tap Save to return to the census, or Create New Visit to enter your charge.
4) If your search does not return any results, tap +Create new patient. Select the patient’s location, which will bring you to the Patient Details screen, where you will fill out the patient’s basic demographic information such as DOB, Sex, and MRN. Any field with an asterisk is required, while the others are optional.
To remove a patient from the census, swipe left on their name to deactivate.
Updating Patients
Tapping on a patient’s name in the census will bring you to the Patient Details screen.
On this screen, you can:
1) Make updates to the demographic and clinical information, such as location or room number.
2) Update the listed rounding provider by tapping on the provider’s name listed next to Rounding and selecting a different provider from the list.
3) Access and update the clinical note field by tapping on Add a Clinical Note directly below the patient’s demographic information. This is a shared field that displays on the census and can be used for rounding notes or patient handoff within pMD. If there is already text in the clinical note, you will see that displayed here instead.
4) View the patient’s visit history of previously submitted charges.
Editing and Approving Charges
Tap on the Drafts button in the lower-left corner of the app. Here is where you will see the visits you’ve created but have not yet submitted to billing. Note, charges are not sent to billing until you tap Approve.
Tap on the patient's name to open the visit details. From here, you can review, edit, approve, or delete the visit.
Back on the drafts page, you can also bulk approve all of your visits by tapping Approve All to send them to the billing team for processing!
Messaging and Communication
To access the HIPAA-compliant messaging and communication features, tap on the Messages icon in the bottom right corner.
How to communicate with colleagues?
To start a new message with colleagues, tap the + Compose button in the lower right corner. Note that this icon collapses down to just the + icon after you’ve scrolled. After tapping on this icon you will find the pre-loaded contact list of everyone in your practice. Tap on a user’s name to select them as a recipient. You can add more than one colleague by tapping the plus button to the right of the name listed at the top of the new message.
Compose your message in the text box. Once your message is ready, tap Send!
Sending a message about a patient
From the census, tap on the patient’s name and scroll down to Chats. Tap Chat About Patient, select a contact from your list, and type out your message.
These patient-centric messages will be linked directly to the patient’s profile in pMD, eliminating the need to re-type the patient’s name or information and making them easy to access for future reference!
Still have questions or need additional assistance?
You can reach pMD’s 24/7 support at 800-587-4989 x1 or by tapping on the Contact pMD button located in Messages and then Settings in your mobile application or at the bottom of your screen on the pMD website.
Last modified: October 14, 2021