CENSUS
Navigate to the Patients tab, where you’ll see the census. This is a rounding list of patients currently being followed by your group. It’s a shared list, so all additions and updates will be visible to all providers in your group.
Things to note:
- On the left-hand side of a patient’s name, 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 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 not been billed for today. If the information is gray, it means the patient has already received a charge for today’s date of service.
- To the right, you’ll notice columns for the rounding provider, location, and department
- Yellow sticky notes to the left of a patient’s name can store clinical notes entered for sign out or patient handoff.
Towards the top of the census list, you can filter by the patients currently assigned to you (or at your location(s)).
ADDING CHARGES
To enter a visit on a patient:
- Hover over the previous visit details to the left of the patient’s name, then click on the option to Add a Visit.
- This brings you to the Create New Visit screen. You will see 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.
- Select the patient’s department or confirm the existing value is correct.
- Scroll down to Diagnoses and Charges.
- Under Diagnoses, type to search by description or by code. You can also click on Show All to see all available codes. The most-commonly used diagnoses will be at the top of the list, and then the rest will be listed in alphabetical order. Click on one or more diagnoses to select.
Note that diagnoses copy forward from the patient’s previous visit, so if you are seeing a patient for a subsequent visit, you will not need to re-enter the diagnoses unless any have changed.
- If you added an incorrect code and need to remove it from the visit, click on the red “x” to the left of the code name.
- Next, 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. You can also click on Show All to see all available codes.
- Once you’ve selected the appropriate charge code(s), save the visit as a draft by clicking Add Visit or click on Add & Approve Visit if the visit is ready to submit.
- Back on the census, you should now see your initials and today’s date to the left of the patient’s name, and in gray. If you backdated a visit, the last visit details to the left of the patient’s name will remain red.
Consults
When adding a consult charge, please note that you may be required to enter a referring provider. If this is the case, scroll up towards the Referred By dropdown and select a referring provider from the list by searching or free-typing their name.
Discharge
When saving a visit using a discharge charge code, you’ll be prompted with a question asking if you’d like to deactivate the patient. Clicking Yes will remove the patient from the census, or you can select No to keep the patient active.
ADDING & REMOVING PATIENTS
To add a patient to the census:
- Search for the patient (last name, first name) using the search box located in the Patients tab and hit enter or click the magnifying glass.
- If the patient is in the database, they will appear for you to click on their name. If the patient has a checkmark to the left of their name, that means they are already active on the census.
- After clicking on the patient’s name and being brought to the“Patient Details screen, click on the bright green Activate button to add the patient to the census.
If your search does not return any results:
- Tap +Create New Patient.
- In the Patient Details screen, you will need to complete filling out the patient’s basic information: DOB, Sex, MRN, and location. Any field with an asterisk is required, while the others are optional.
To remove a patient, click on their name from the census and click on the red Deactivate button towards the top of the Patient Details screen.
UPDATING PATIENTS
Click on the patient’s name to bring you to their Patient Details screen.
On this screen, you can:
- Make updates to the demographic and clinical information, such as location or room number.
- Update the Rounding Provider by clicking on the “Rounding” dropdown and selecting another provider’s name from the list.
- Update the clinical note field by clicking into the box below “Clinical Note.” This is a shared field that displays on the census as a yellow sticky note to the left of a patient’s name and can be used for rounding notes or patient handoff.
- View the patient’s visit history on the left side of the screen.
EDITING & APPROVING CHARGES
Click on the Visits tab to view 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 in your Visits tab, you can also bulk approve all of your drafts by checking the boxes to the left of the visits. Click Approve to send them to the billing team for processing!
MESSAGING & COMMUNICATION
To access the messaging and communication features, click on the envelope icon on the right-hand side to open up the messaging panel.
How to message with colleagues?
To start a new message with colleagues, tap Compose in the upper right corner. You will find the preloaded contact list of everyone in your practice. Click on a user’s name to select them as a recipient. You can add more than one colleague by clicking the “+” 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, click Send Message!
Sending a message about a patient
From the census, click on the patient’s name. Click on the purple Chat about Patient button. 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. Click the Compose 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, click on the patient’s name. Click the purple Chat about Patient button, 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