In order to maximize your productivity when using the Multipax system, you will need to learn several procedures that are common to many of the Multipax modules. These procedures include:
Note: These instructions assume that you have already opened the Mulitpax window corresponding to the task you wish to accomplish using the Multipax system.
Inserting Records
Inserting records is fundamental to working with the Multipax system. The ability to add appointment, billing, and payment information to the system is critical to using Multipax effectively. To insert new records into the Multipax database:
2. Enter data in the fields in the window header that are required to identify the record that you wish to add to the system (e.g., account information in Office Services, doctor name and location in the Scheduler).
3. Enter data that you would like to include with the record you are adding to the system in the optional fields in the window header.
4. Enter data in the fields in the window body that are required to complete the record that you wish to add to the system.
5. Enter data that you would like to include with the record you are adding to the system in the optional fields in the window body.
6. Click on the Save button on the Multipax toolbar.
Retrieving Records
In addition to inserting records, it is also critical to be able to retrieve records from the Multipax system for viewing or modification. To retrieve records:
2. Enter the search parameters that you would like to use to locate a specific record. Full or partial search parameters can be entered in any field in the window header (except display only fields). (Note: partial search parameters require * as a wildcard character (e.g., R* entered in the field for patient last name in the Office Services window will return the records of every patient whose last name begins with the letter R).) Your query will return only those records that match every search parameter that you have entered. If you do not enter any search parameters, the system will return every record pertaining to the open window.
3. Click on the Retrieve button on the Multipax toolbar. This will retrieve all of the records that match your query. The first record will be displayed.
4. Use the Navigation buttons (see p. ) to find the record that you are interested in viewing and/or modifying.
In some cases, you will wish to modify a record (e.g., to correct a data-entry error, to update account information). The need to modify records can occur during data entry or after a record has been submitted to the Multipax system. To modify a record during data entry:
2. Highlight the data to be changed by clicking on it with the mouse.
3. Enter the new data
4. Proceed with normal data entry.
1. Move the cursor to the field containing the data that you wish to change.
2. Highlight the data to be changed by clicking on it with the mouse.
3. Enter the new data
4. Click on the Save button on the Multipax toolbar.
Occasionally you may need to delete a record from the Multipax database. To delete a record:
2. If the record you wish to delete is displayed in the window body, select it by clicking on the light blue box to the left of the record. Otherwise, proceed to step 3.
3. Click on the Delete Record button on the Multipax toolbar.
4. Click on the Yes button in the confirmation dialogue box.
Many of the fields in Multipax require information in the form of codes (e.g., for doctors, for patient accounts, for locations, etc.). In many cases a single code must be selected from a list that may include hundreds of items. In such cases, the user may have difficulty recalling the required code from memory. To overcome this problem, Multipax includes a field search feature that allows the user to examine a list of all the data items that may be entered into the field in question. In many cases this list can be queried based on full or partial search parameters. To search for data to enter in a specific field:
2. Press the F2 key on the keyboard. This will call up the Field Search dialogue box.
3. If a list of data items is displayed in the Field Search dialogue box, proceed to step 5. Otherwise, enter search criteria for Multipax to use to return the desired data. Field search supports full or partial search parameters (wildcards must be used for partial search parameters (see Retrieving Records instructions for specific details)).
4. Click on the Retrieve button. This will display the data items that match the previously entered search parameters. Note: If the data item you were searching for is not among those presented as a result of your search, you may click on the Query button and repeat steps 3- 4 until you have found the value for which you are searching.
5. Click on the light blue box to the left of the data item that you would like to enter into the field to select it. (Note: In cases where multiple values may be selected, you may do so by clicking on the first value you wish to select and then holding down the Shift key while selecting subsequent values.)
6. Click on the OK button.
Printing
Multipax provides a number of reports and other documents that you will wish to print out (e.g., appointment reminders, visit slips, patient statements, insurance claims, etc.). Multipax provides several options for printing these items. Options include printing on paper or pre-formatted forms using any printer that is part of the Multipax system (Note: printer set-up is handled from the System Administration module), printing to the screen for immediate review, or printing to a file whose name and location is specified by the user. To print from the Multipax system:
2. Click on the radio button corresponding to the method you would like to use to print your information.
3. Select the report type that you would like to print from the Report Type drop-down list box.
4. Select the criteria that you would like to use to sort the records you are printing from the Order By drop-down list box.
5. If you selected Print to File in step 2, enter a filename for the file that will be generated by Multipax. In some cases a default filename will be displayed in this field. This name can be changed by clicking on it with the cursor and entering the new filename. (Note: You must be careful to choose a unique filename every time you print to file. If you use the name of a file that already exists, the old file will be overwritten by the new file resulting in permanent loss of the original file.) (Note: files will be created in the Multipax directory by default. If you would like the file to be created in another directory, you must specify the full path to the file in the filename field) Otherwise, continue with step 6.
6. Click on the OK button.
Using Online Help
Multipax provides an online help feature that will provide either general help or context-sensitive help should you have a question while using the system. To use the online help feature:
Note: the buttons described below are found in the Help window button bar.
2. Read the displayed information. (Note: clicking on words or phrases in green type with dashed underlining will display a pop-up containing a definition of the word or phrase in question.) If the help file contents are listed or if the information you require is not displayed, you have several options for finding the information you need.
a. Select a topic for viewing by right clicking on it with the mouse (Note: topics that may be selected for viewing will be in green text with solid underlining). (Note: the help file contents can be displayed by clicking on the Contents button.)
b. Click on the Search button to open a searchable index of terms found in the help file or use the Find feature to enter a word or phrase that you wish to find in the help file. Double clicking on an index item will display the help page associated with that topic.