How Do I do this...
This section is derived from the marvelous faxes Pat Ritter has developed for users in the absence of this new manual. The available topics are:

• Add a New User
• Add a New Provider
• Customize a HCFA form
• Change the log-on module so it looks at the proper 1. Office Startup
• Set up Avery 5160 labels in the Forms Module
• Install Macintosh Plugins
• Install Windows Plugins
  

Add a New User to PracticeMaker
User information is stored in the Personnel Section of the Phonebook.

• Go into the Phonebook module and select Personnel.
• If this person has been entered already, select his/her record. Otherwise, select new record.
• The person will need an ID code, use his/her initials unless it is a provider  , then you should fill in the office doctor number.
• If this person will be logging into the program, check USER.
• If this person will be having a schedule built or be seeing patients, check EXAMINER or GROUP.
• Make sure the information is filled in properly.
• If you checked USER, you will need to fill in the person's password so that this person can log into and use the program.
• All privledges are set to NO. You will need to have administrative access and open the program with the middle or highest level password to be able to make changes.

Add a New Provider to PracticeMaker
Provider information is stored in both the Personnel and Provider Sections of the Phonebook.

• If the Provider only sees patients and does not bill the patients (ie: specialized exam room, shot nurse, etc.), then you only need to enter in the Personnel record. You can follow the steps above for Add a New User.
• If the Provider also bills for services, then you will need to enter their Provider record first.
• Go into the Phonebook module and select Providers.
• If this person has been entered already, select his/her record. Otherwise, select new record.
• Make sure all the information is filled in correctly for that provider. Click on the button Office Doctor. Assign the next Office Doctor Number.
• Go back to the main screen. If you have the insurance ID codes for this provider, click Other Numbers and fill them in accordingly.
• To be able to schedule appointments for this provider, you need to now enter a personnel record for this provider. Follow the steps shown above for Add a New User but use the Office Doctor Number instead of initials for the ID code.

Customize a HCFA form  ...
So that it prints the proper provider address

1. In the Claims Printing module, go to the layout on which you print claim forms. If you use a laser printer you will need to go to HCFA LzrFill1. If you use an ink jet, HCFA dw1. If you are lucky enough to be doing this for an insurance that does NOT require a red HCFA form, you can use HCFA Complete1.

You will need to repeat these steps on the #2 layout for multi-page claims. If you never submit a claim with more than 6 line items, you will not need to do that.

2. Once you've selected your layout, scroll to the bottom of the page and then go into layout mode.

3. Go to the right and you will see a box marked Box33. this contains the provider's name, address, phone, provider ID no., and group ID no. This is the box you will be changing. Instead of the information being called in from different places, weÕre going to pull in each of the different pieces needed.

4. Double-click on Box33. You will get a Specify Field dialog. It will say 'Current File...' which indicates where the fields are coming from. While we edit this area, we will be changing this.

5. Change it to OffDoc. The list will change. Select the item marked ::AddrLabel. Click OK. Now you will need to adjust the size of the field. Click on the lower right corner (on the little black square) and drag the field smaller.

6. For Phone number, click on ::AddrLabel then go up under Edit and Duplicate (if you cannot duplicate, do copy and paste). Double-click on the duplicated field and just scroll through the list to ::Phone. Make this field smaller also and move to the lower right corner of ::AddrLabel.

7. Duplicate ::Phone and double-click. This time you will need to change the list to Current File (see step 4). For the provider ID number, select OffDocProvNo. Move this field to just below ::AddrLabel and to the left.

8. Duplicate OffDocProvNo and double-click. For the Group ID number, select GrpIDNo. Move this field to just below ::AddrLabel and to the right (on the same line as OffDocProvNo). If your practice does not use group numbers, you can leave this off.

9. Scroll to the bottom of the page. If you see a 'ropey' looking line above Body, then you will get a blank page when you print (the 'ropey' line is the page break). You will want to move Body to anywhere above the 'ropey' line. If it is on the line, you will still get a second blank page. You may need to move the items at the bottom of the page up a little so that Body will clear the 'ropey' line.

Get the Place of Service to Print in Box 32
Odds are, you have everything filled in properly, you've just omitted a check box.
Go into the Phonebook and go to the Facilites section. On that particular facility record, make sure SHOW ADDRESS is "Yes".

Change the log-on module so it looks at the proper 1. Office Startup
You get the message that Office Startup cannot be found on the network but you know it is there.

• Open up the client log-on file, you will need to hold down the option key (MAC) or shift key (WINDOWS) when you double-click on the file (OSX users may need to double-click two times). When it asks for a password, enter the highest level password you have (the doctor's database password...this is not the login password)
  
• The file will open. Go up under SCRIPTS and select SCRIPT MAKER. If Script Maker is grey, then you did not enter a high enough password. You will need to speak with the office administrator or the doctor to whom the software is licensed for this information.
• You will want to select the script with Office Startup in the name. Click once on it and hit EDIT.
• Go to the first Perform Script step. It is set to perform an external script. Click on it and then go to the bottom of the window to External Script.
• Click on it and select External Script from the drop down. It will give you a dialog where you can pick the script (if it does not have any script showing, then you know there is a problem).
• Click on Change File. You will be given an Open File dialog. Make sure Save Relative Path is checked.
• Click on Hosts. Your server should be shown on the list. If no list appears or if your server is not on the list, you can click on Specify Host and enter the IP address of the host computer. (If you still do not see the host, then you have a network problem and that's not covered in this how to.)
• Select the Office Startup module. You will be returned to the select script dialog. The script selected in this step should have the word "screen" in the name (different versions of PracticeMaker have slightly different names). Click OK.
• You will need to do this to the other Perform Script script step (near the bottom of the window). Click on it and then go to the bottom of the window to External Script.
• Click on it and select External Script from the drop down. It will give you a dialog where you can pick the script (if it does not have any script showing, then you know there is a problem).
• Click on Change File. You will be given an Open File dialog. Click on Hosts.
• Select the Office Startup module. You will be returned to the select script dialog. The script selected in this step should have the word "logon" in the name (different versions of PracticeMaker have slightly different names). Click OK.
• That's all you need to do. Click done. If you want to check it out, click Perform at the top of the Define Scripts window.
• If this doesn't solve it, you can always open FileMaker Pro go up under FILE to OPEN and click on HOSTS (like above) and select the Office Startup module. You will be asked for a password. If you're not sure, you can always enter desk (the lowest level password).