Patient Details

All patient information is visible in the Patient Detail dialog (shown below). There are four gray button boxes located at the top. The two gray boxes on the left summarize the information that was entered when editing the personal information for this patient and the two on the right summarize the information that was entered when editing the patient information. If any of these boxes are selected with the mouse, the appropriate section is opened and data can been edited.

The area in the middle is the Tabs section. There are four tabs across the top that can be selected. These tabs display a table that lists items appropriate to the tab label. There is also a set of buttons on the right side of the table. These buttons enable operations that are pertinent to the Tab currently displayed.

Encounter Tab

This table lists all encounters in the TFM Database for the current patient. (as shown above) The fields displayed include:

• The date of the encounter
• A "Yes", "No" flag indicating whether or not the encounter is balanced.
• Up to 5 procedure code/Diagnostic code pairs for this encounter.

When this Encounter Tab is displayed, the following buttons and actions are enabled:

• New Button - Opens the Encounter Details screen to create a new encounter for this patient.
• Delete Button - Enables deletion of the currently selected encounter in the table.
• Double-Click on a table row - Opens the Encounter Summary screen, allowing viewing and entry of all encounter related fields.

Guarantor Tab

This table lists all guarantors in the TFM Database for the current patient. The fields displayed include

• The guarantor name.
• The payer assigned to the guarantor/coverage.
• The relationship of the guarantor to the patient.
• Coverage order, Primary, Secondary, or Tertiary.
• A "T" or "F" flag indicating if the coverage is active.
• The co-pay for the coverage.

When this Guarantor Tab is displayed, the following buttons and actions are available:

• New Button - Opens the Find Guarantor screen to select and existing Coverage. Once a coverage has been selected the Patient/Coverage Information dialog is opened (shown below) allowing the selection of relationship, order, start and end dates of coverage.
• Delete Button - Enables de-assigning of the currently selected guarantor from the patient. Note that this does not remove the guarantor from TFM.
• Double-Click on a table row - Opens Patient/Coverage Information screen, allowing viewing and entry of all coverage fields.

Patient/Coverage Information

This table, shown at the right, is used to enter all fields that define the coverage relationship between the guarantor and the patient. When the Finished button is pressed, the data is copied to the Guarantor tab and the Patient/Coverage Information screen is closed.

Account Tab

This table lists all financial account transactions in the TFM Database for the current patient. The fields displayed include

• The transaction date.
• The transaction amount.
• The transaction type. Current types include Credit, Rebate, Transfer...TBD
• The method of transfer that was utilized. Currently, Cash, Check, and ...TBD are available.
• The check number (if a check was used).

When this Account Tab is displayed, the following buttons and actions are available:

• New Button - Opens the Patient Accounts screen to enable creating a new transaction for this patient.
• Delete Button - Enables deletion of a transaction from the patient account.
• Transfer Button - Enables copying funds from one patient account to another.
• Double-Click on a table row - Opens the Patient Accounts screen, allowing editing of a specific patient account transaction.

Appointments Tab

This table lists all appointments in the TFM Database for the current patient. The fields displayed include

• The appointment date.
• The appointment time.
• The appointment duration minutes.
• The provider.
• The visit reason as it was entered in the Appointments screen.
• The appointment status.

When this Appointment Tab is displayed, the following buttons and actions are available:

• New Button - Opens the Appointments screen to create a new appointment for this patient. The current patient will automatically be selected.
• Delete Button - Enables deletion of the current appointment selected in the table.
• Double-Click on a table row - Opens the Appointments screen, allowing editing of a specific patient appointment.

Patient Account Balance

To the right of the four tabs is a non-editable Balance field. The amount indicated here is the current balance of the patient account. If the account has a negative balance, the field is enclosed in a pair of ( ).

Control Buttons

• Related New - Opens the Add Related Person screen illustrated below. For additional details on how people and patient records can be reused, refer to the next section of the document.
• PDFdoc - create a PDF document in the Reports folder specified in preferences that contains all of the patient details. The filename will be the patient name.
• Close - Close the dialog

Related New

The Add Related Person screen provides the option to create a new patient or create a new guarantor either re-using the actual person TFM Database record from the current patient or making a copy of it for easy modification. Note that it would not make sense to create a new patient re-using the exact same person record. Two patients can not be the same person. For this reason, if you select to make another patient, the New Person radio button is not available. It would make sense, however, to assign the current patient to also be a guarantor. If Guarantor is selected, the exact same person can be used or a new person record can be created with information copied from the current patient.

Some Scenarios

• Use an existing patient's personal information when creating a new patient:

  John E. Patient is bringing in his son, Kurt, as a new patient. To simplify the process of entering the personal information such as address, phone..., first open the Patient Detail screen for John E. Patient and select the Add Related Person button. This will open a new patient detail screen with most of the personal information already copied from the personal information from John E. Patient. Only the fields that are different between the father and son need to be modified.

• A patient is a Guarantor to self:

  TFM requires all of the patient information and all of the Guarantor information. If they are the same then enter the personal information only once and use it for both patient and guarantor. Create and new patient, John E. Patient, and enter all the information. Since John is providing his own coverage, entering his coverage information can be simplified by copying his personal information from his patient information. In the Patient Detail screen select the Add Related Person button. Since the patient and guarantor are the same person, no fields need to be modified in the coverage personal information.

• Create a New Guarantor from an Existing Patient:

  Start by viewing a Patient Detail screen for example patient John E. Patient. John's wife is now going to provide his coverage. She has never been defined in TFM. Rather than re-entering all of the personal information for his wife, the Add Related Person button should be used to create a new guarantor. Only the fields that are different between the two need to be modified.