PLATINUM SYSTEM TRAINING ROOM

The full manual to Platinum can be found from the Platinum System Front Desk Screen by clicking F1 key.

(Look for Second Platinum Icon at bottom of page.)

Documents

Closing Procedures

Videos

TABLE OF CONTENTS FOR VIDEO TRAINING

 

 

FRONT DESK TRAINING

 

0:33 – 2:10: Setup Appointment Schedule

 

2:11– 3:32: Special Closing and Opening

 

3:36 – 5:29: Setup Appointment Codes

 

5:34 – 7:35: Moving Around the Schedule book

 

7:36 – 8:02: Adding a Block of Color in the appointment book

 

8:02 – 11:23: Adding New Patient File

 

11:25 – 11:48: Selecting / Creating a Referral source

 

11:50 – 11:58: F5 Notes (notes that can be added to a particular patient)

 

12:00 – 12:35: Insurance Tab Colors

 

SCHEDULING & CHARGES

 

0:15 – 1:47: Patient Search

 

1:48 – 2:39: Scheduling Regular Appointments

 

2:42 – 3:20: Scheduling Special Appointments

 

3:24 – 3:53: Appointment Ledger

 

3:55 – 4:13: Delete an Appointment

 

4:15 – 5:16: Multiple Appointment Scheduling

 

5:18 – 5:43: Print Multiple Appointment calendar

 

5:45 – 8:24: Setup/Add Services

 

8:27 – 9:10: Apply Charge/ Payment

 

EHR/SOAP NOTES

 

0:30 – 1:13: Spinal Listing Table

 

1:15 – 2:10: Patient Profile

 

2:11 – 3:53: Subjective Set

 

3:55 – 5:49: Configure Touch Pad

 

5:49 – 6:21: Problem 1 to 5

 

8:16 – 9:00: Service 1-6

 

9:01 – 9:30: Completing notes/ Privacy Screen

 

9:34 – 10:00: Edit Soap Note

 

10:00 – 10:30: Print Soap notes

 

10:30 – 11:15: Regular Adjustment/ Blue section of EHR

 

11:16 – 11:52: Front desk Message

 

11:54 – 12:21: Health Message

 

12:23 – 12:46: Doctors Notes

 

12:46 – 14:23: Adding X-rays

 

14:24 – 15:25: Visit tracker

 

 CARE PLANS & STOP MANAGERS

 

0:33 – 2:45: Setup Care plan

 

2:45 – 4:01: Number of Visits Allowed Explained

 

4:02 – 6:53: 3 options explained

 

6:54 – 7:30: Insurance Section Explained

 

7:30 – 7:49: Create New Care Plan Explained

 

7:50 – 8:26: Plan List by End Date Explained

 

8:27 – 9:09: Description of Plan Start Sections

 

9:11 – 11:09: Care Plan Services

 

11:11 – 14:35: Stop Manager

  

REPORTS

 

0:10 – 2:00: Arrivals report

 

2:04 – 2:30: Income report

 

2:31 – 3:00: Transaction by Method of Payment

 

3:03 – 3:36: Transaction Report

 

3:38 – 4:21: Duplicate Transactions

 

4:23 – 8:04: Summary report (LI2)

 

8:06 – 8:40: Summary report (LI3)

 

8:43 – 9:14: Missed appointment ledger

 

9:17 – 10:06: Warning List

 

10:08 – 11:37: Print Appointment Schedule

 

11:46 – 13:05: Report Center

 

13:17 – 13:50: Patient Aging report & Current Balance due report

 

13:49 – 14:25: List of Patients without Appointments

 

14:30 – 17:05: Practice Graph Chart

 

  

RECALL MANAGER

 

0:38 – 1:30: Recalls Manager

 

1:37 – 3:49: Function keys explanation

 

3:51 – 4:20: Print Recalls list

 

4:26 – 4:32: Reactivate a person to recall

 

4:37 – 5:09: Appointment Reminder Request

 

5:08 – 5:34: How Many Times Placed on Recall

 

 

INSURANCE TRAINING

 

0:27 – 1:15: Insurance Active for Patient

 

1:17 – 1:40: Patient will Manage Insurance Option

 

1:49 – 2:34: Case Explanation

 

2:35 – 4:04: Case Doctor Configuration

 

6:03 – 6:20: Put new Transactions on hold

 

6:21 – 6:50: Manage Care Profile

 

6:57 – 7:11: Acute Manifestation

 

7:18 – 7:26: Case Documentation

 

7:28 – 8:22: Diagnosis Codes

 

8:43 – 8:56: HCFAs 1500 tab

 

8:56 – 9:37: Policy Info

 

9:38 – 12:23: Insurance Payor Setup

 

12:25 – 12:43: Payor Fee Schedule

 

12:50 – 15:03: Policy Info Tab

 

15:23 – 15:40: Insurance Tab Colors

 

15:44 – 17:40: Claim Submissions

 

17:41 – 18:24: Payment Posting

 

18:25 – 18:44: Fast Posting Form

 

18:43 – 19:04: Insurance reports

 

19:05 – 19:20: List of All Insurance Payments

 

QUERIES

 

00:00 – 0:52 : Introduction

 

0:53 – 3:04: Exemples of query (Birthday; labels; etc.)

 

3:04 – 5:25: Capabilities of the Platinum system queries (automated operation; reports)

 

5:26 – 6:40: Last month New Patients

 

6:44 – 7:09: Visit Between Query

 

7:10 – 8:00: Additional options (Page 2)

 

TEXT REMINDERS

 

0:00 – 1:20: Introduction

 

1:21 – 3:32: Configuration

 

3:33 – 3:54: Send Individual Text Message

 

3:54 – 4:08: Send Individual Email

 

ACCESS FORTIS WITHIN PLATINUM

 

0:10 – 1:35: Access Fortis

 

1:53 – 4:44: One-time Payment

 

4:47 – 6:16: Download Transactions

 

CALLING MODULE

 

1:11 – 4:46: Record Sound

 

5:02 – 5:37: How to know if Patient name is Recorded

 

5:38 – 5:53: How to get the Calling Module Activated

 

6:00 – 8:05: Configuring the Rooms

 

8:08 – 10:34: Grouping family to be called together

 

10:38 – 11:25: Unlocking and Locking Rooms

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