CENSUS & ROUNDING LIST
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.
Things to note:
- On the right hand side, you’ll see the initials of the rounding provider assigned to each patient.
- On the left hand side, you’ll see the room number and below it, 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 previous visits, for example, a new consult or admission.
- 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 date of service.
You can filter the census to the patients currently assigned to you (or at your location(s)). Tap the filter button in the upper left hand corner. 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:
- Tap on the patient’s name from the census.
- The New Visit screen will appear with the patient’s name at the top with their demographics. The visit date will default to today’s date, but you are able to adjust it if needed.
- Scroll down to Diagnoses and Charges.
- Tap Add Diagnosis and type to search by description or by code. You can also scroll through the list of entries. The most-commonly used diagnoses will be at the top of the list, and then the rest will be listed in alphabetical order. Tap on the diagnosis to select and you may multiselect if needed.
- 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.
- Tap Done. If you added an incorrect code and need to remove it from the visit, tap on the red minus sign to the left of the code name.
- Next, tap on Add Charges. Charge codes will be organized by category, or you can tap into the search box to look for the code you’d like to select. Once you’ve selected the appropriate charge code(s), you will then tap Done.
- Lastly, save the visit by tapping Save in the upper right corner. This should take you back to the census screen. If you look again at the previous visit details to the left of the patient’s name, you should now see your initials and today’s date in gray. You should also see a question mark. 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.
Quick Visit
If you saw a patient yesterday, 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 and upon saving that visit, you’ll be prompted with a question asking if you’d like to deactivate the patient. Tapping Yes will remove the patient from the census, or you can tap No to keep the patient active.
ADDING & REMOVING PATIENTS
To add a patient to the census:
- Tap on the magnifying glass to search for the patient (last name, first name).
- Once you’ve located the patient under Inactive, tap on the patient’s name.
- Select Activate (adds patient to the census), Activate + Visit (adds patient to the list and prompts you to enter a visit), or Visit Only (enter a charge without adding the patient to the census).
- You'll finish activating the patient by entering the hospital admission date & the patient’s location.
If your search does not return any results:
- Tap +Create New Patient.
- The Enter Name screen will appear and autofill with your search text, in addition to checking for duplicates. Tap Done.
- Next, it will ask for the patient’s hospital admission date, which you can save or skip.
- Select the patient’s location.
- Finally, you will be brought to the Create Patient screen, where you will complete filling out the patient’s basic information: 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 over their name to deactivate.
UPDATING PATIENTS
To the right of the patient’s name you will find the information button. Tapping on the “i” button will bring you to the Patient Details screen.
On this screen, you can:
- Make updates to the demographic and clinical information, such as location or room number.
- Update the listed Rounding Provider by tapping on Rounding and selecting a provider’s name from the list.
- Have access to update the clinical note field from this page by tapping on the box below Clinical Note. This is a shared field that displays on the census and can be used for rounding notes or patient handoff.
- View the patient’s visit history of previously submitted charges
EDITING & APPROVING CHARGES
Tap on the Drafts button in the lower left corner of the app. Here is where you will see your drafts, visits you have created but have not yet submitted to billing.
Tap on a draft to open the visit details. From here, you can review, edit, approve, or delete the visit.
Back on your drafts page, you can also bulk approve all of your drafts with a purple check mark. Tap Approve to send them to the billing team for processing!
MESSAGING & COMMUNICATION
To access the messaging and communication features, tap on the envelope icon in the bottom right corner.
How to message with colleagues?
To start a new message with colleagues, tap the “+” button in the upper right corner. You will find the preloaded 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 “i” button to the right of 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!
How to make a billing correction?
You can also use messaging to contact the billing team to correct a past visit. Tap the “+” button and select the Billing Team messaging group.
If you would like to message the billing team about a specific patient, you can do so from the Patient Details screen. From the census, tap on the “i” button and scroll down to Chats. Tap Chat about Patient, select the Billing Team messaging group and type out your message.
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: May 4, 2021