Main Menu

The menu bar provides access to many of the low level features of TFM. Many of the menus have some items that are disabled and shown in light gray. These items may be enabled in future versions of TFM. The menu bar is composed of several menus as described below.

File Menu

For the File menu, the following items are enabled:

Import

This menu item enables importing of any TFM database table. Refer to the chapter titled Databases for complete details.

Export

This menu item enables exporting of any of the tables in the TFM database that is currently loaded and accessible in the application. Refer to Databases for complete details.

Export Whole DB

This menu item enables exporting the entire set of tables in the TFM database that is currently loaded and accessible in the application. Refer to Databases for complete details.

Backup Database

This menu item allows backup/saving of the entire database. It should be run on the computer where the database server is running. Every TFM site should make a plan to periodically backup the database.

Restore from Backup

This menu item allows restoring a database that was previously backed up. It should be run on the computer where the database server is running.

License Management

This menu item activates a window that provides access to the TFM licenses. This includes installation of purchased license keys as well as maintenance of currently allocated licenses. Refer to License Management for complete details.

Database Admin

This menu item runs a privileged application and requires a password to activate it. The Database Admin tool provides low-level access to manipulate any of the tables in the TFM database directly and should be used with caution. Only experienced office staff members should be granted access to this tool. This menu option is only enabled on the MAC OSX version of TFM. On the PC Windows version of TFM, this tool is installed as a standalone application. Refer to Databases for complete details.

HCFA Adjust

This tool allows for specifying the exact printing location/coordinates for every field on the HCFA 1500 form. All printers and their corresponding printer setups are different. The margins and text locations for copies of the same document that are printed from multiple printers seldom align the same. Since the HCFA 1500 is a standardized form that requires the printed text to be precisely located on the paper, this problem must be resolved. TFM and the HCFA Adjust tool allow the user to adjust the printed alignment of the entire document, entire rows or columns, or just individual fields.

Person Merge

This tool allows merging people. Occasionally, a guarantor and a patient are entered into TFM as individual people when the are actually the same person. This tool allows them, as well as multiple patients or guarnators to be merged into the same person. Refer to Person Merge for complete details.

Quit

Close all windows and exit TFM.

Edit Menu

Preferences

This menu item enables setting of Preferences for the entire application.

Configuration Menu

All of the menu items accessed from the Configuration Menu force a specific instance of the TFM Search Tables to be created. Each table will contain a complete listing of all the corresponding items found in the TFM database. From the table, individual items are created, deleted, and otherwise maintained.

Provider

This menu item is used to create a Provider. For additional information on providers, refer to the chapter titled Providers.

Weekly Office Hours

This menu item is used to define the office hours for a Provider and is only enabled if a valid TFM Scheduler license is purchased and installed. For additional information on providers, refer to the chapter titled Office Hours.

Schedule Reserved Time

This menu item is used to define reserved hours or unavailable times for a Provider and is only enabled if a valid TFM Scheduler license is purchased and installed. For additional information, refer to the chapter titled Reserved Times.

Payer

This menu item is used to create a Payer. For additional information on Payer, refer to the chapter titled Payers.

Facility

Creates a Facility Table.

Procedure Codes

Create a Procedure Code Table.

Procedure Modifiers

Create an Procedure Modifier Table.

ICD-9 Codes

Create an ICD-9 Code Table.

Service Place

Create a Service Place Table.

Service Type

Create a Service Type Table.

Biller

Create a Biller Table.

EDI Menu

This menu item enables a screen that provides Electronic Claims capability. The following menu items are enabled:

Select Claims

This menu item allows selection of claims to be submitted.

Post Claims

This help allows posting of claims to be submitted.

Load Files

This menu allows listing/loading of files.

Help Menu

TFM Help

This help menu provides a discussion of the Menu Bar and the TFM Tool Bar.

Release Notes

This menu item opens a window displaying all of the TFM release notes in cronological order, most recent first. Every time a new release is issued, this list is updated with the changed features.

Troubleshooting Snapshot

This menu item takes a snapsnot of your TFM installation and creates an output file with the details. This file can be emailed to the TreFre staff to analyze your installation of TFM if a problem arises.

Log Level

The section describes TFM log levels what the various settings control. For additional information, refer to the chapter titled Log Levels & Errors.

Window Menu

TFM contains many different capabilities that are necessary to run a efficient medical office. Often, many windows are opened simultaneously, and the computer screen becomes very cluttered. TFM attempts to provide some navigation and window ordering assistance to alleviate this problem in the following manner:

• Every window in the TFM application is given a unique window title. Whenever it makes sense, context from the opened window, such as a user name, is used in combination with the basic function of the window to create the unique window title.

  For example: If a Patient Detail window is opened to display information for a patient named "John Smith", the window title becomes John Smith - Patient Detail. The TFM application inserts this title in the header of the opened window and also inserts an identical menu item in the Window menu. As more and more windows are opened, their titles are added to the Window menu. At any time, the window for a particular operation can easily be located and displayed on top of all the open windows by simply selecting the appropriate menu option. As windows are closed, the menu items are removed.

  Some window operations are generic and there isn't any context specific information such as a patient name. An example of this type of screen is one that allows finding of patients or coverages. If multiple windows of the same generic type are opened, a number counter is appended to the generic window title and then added to the menu.

• Every window that is opened in TFM is offset to the right and down from the most recently opened window. This allows the user to easily read all open window titles and to use the mouse to select windows for popping them to the top of the display. The TFM user always maintains the option to, at any time, move windows freely on the display.

Other Windows

Every other window in TFM maintains its own menu bar and set of menus that are tailored specifically to its own requirements. These menu options are described in the appropriate sections of this manual where the windows are illustrated.

Most windows have multiple choices for the method in which they are closed. Choices typically include standard Operating System window close icons, per window File->Close menu items, and Close/Cancel buttons near the bottom of the windows. Generally, all three methods of window closing are acceptable to use. Each performs the same close processing in TFM.