Be sure to print this page

Click here after you print this page

Instructions:

-Fill out the form that appears after you click above.

-Click Submit

-When Save File Dialogue Box Opens click "Save"

-Choose where to save program on your computer (remember where you saved it so you can find it later)

-Locate om20.zip file on your computer where you saved the download demo.

-Extract Program (unzip) to location of your choice

-Double click the Setup.exe file (where you saved the unzipped file)

-Follow setup instruction as the program installs

-Your user name will be the first and last name (with a space between first and last name)

-Your password will be the same you used on the sign up page

-Follow demo guide below to assist you with operating the demo program

DEMO GUIDE

In this demo you will be able to move between and use the following forms:

HR Records

Opening Case Records

Ongoing Case Records

Administrative Forms

Sample employees and patients have been entered for use in the demo.  Others may be added by you so that you can see how the program works.

If any fields show a red exclamation point next to the entry box, it means the information is either incorrect, duplicate or missing

Please remember that this demo is not a secure file.  It is advisable to use fictitious information when adding additional employees or patients rather than genuine social security numbers and other sensitive personal information.

Opening Program

After running the installation program described on our website, you will have an OMS 2.0 shortcut on your desktop.  Click on this icon to open the program.

User Name and Password

Your User Name will be your first and last names.  Your password will be the password that you entered into the online form.  Once logged in, click on the “+” beside your user name on the left side of the screen.

HR Records

Click on the “+” beside Administrative Forms.  This will give you a drop-down menu of the possible forms you can access and use.  HR Records must be entered for a provider before he/she can process any other clinical records.  To do this, highlight Human Resources Forms and click OK.  Choose Employee Demographics.  There are 12 pre-entered sample employees ready for use, however, you can enter new employees to see how the form functions.  To begin a new record, click on the “*” in the center of the top bar.  This will open a blank form.  Enter demographic information in all fields as applicable.

 Once this information is complete, click on the “Add Provider Number” button.  The employee’s social security number will pre-fill.  Press “Tab” and the name and user name will pre-fill.  You can then add a provider number, pay group, supervisor’s provider number, etc as requested.  After you have completed all information, click on the “Add Signature” button.  Go to the file where you have previously scanned the new employee’s signature, or scan it now.  (Signatures must be saved in either JPEG or Bitmap format.)  Once you have found the file, or scanned to a file, double click on the file name and the signature will appear on the demographics page. 

Once a provider number has been assigned to the employee, all information can be viewed/edited by clicking the Provider Demographics button instead of the Employee Demographics button on the HR Switch. 

To add addition employees click on the “*” for an new record.  Once all employees have been entered, save your information and close this form.

Scanning

To scan in signatures or documents, open Human Resources Forms.  Click on Scanning.  Enter the Provider, Provider Number and Scan Type (i.e. Signature, Transcript etc.).  Click on Import Scan.  Fill in all requested information and either enter the path for the file where the scan is saved or click Get Scanned Image to find the file.  To add additional scan types, type the name of the scan in the box above Add New Scan Type and then click the button.

 Opening a Case Record

Under your user name, click on the “+” next to Open a Case Record.  You will see a drop-down list of the forms necessary to open a new case.  Forms must be completed in the order they are listed in order for all information to link to new forms.

Intake Form

Highlight Intake/Waiting List and click OK.  Use the arrow buttons to view pre-entered records.  To open a blank Intake Form click on the “*” at the top of the page.  Tab through the fields entering all available information.   (Information from this form will drop into all other clinical record forms used for this case without additional entry.)   If any fields show a red exclamation point next to the entry box, it means the information is either incorrect, duplicate or missing.  These fields must be corrected before the case can be opened.  Case information must be saved before the case can be opened.  If the case is able to be opened you will see a pop-up message saying “Case Entered Successfully!”

The following case numbers have been pre-entered for your use:

101-101-06

101-100-06

449-112-06

666-202-06

The following Provider numbers have been pre-entered for your use:

101 - Therapist

102 - Therapist

300 – BS-1 Supervisor

310 – BS-2

525 – BS-1

666 – Therapist

777 – BS-2

Initial Screening

Highlight Initial Screening and click OK.  (A case number must be assigned on the Intake form before this form can be completed.  Write this down so you can use it to begin creation of clinical records).  Enter case number. All info from Intake form will fill in.  Tab through fields to fill in any missing information.  Enter screening results, Provider # (this will automatically fill in the signature), and the date.

The following case number has been pre-entered on the Intake Form for your use:

449-112-06

Other sample cases have been entered on the Intake Form for use in completing the full range of clinical records on your own.

Nutritional Screening

Highlight the Nutritional Screening and click OK.  Enter Case Number. Patient and provider information will pre-fill.  Answer each question and enter comments where required.

Patient History

Highlight Patient History/Assessment and click OK.

This form is a six page form.  You will move through the pages using the tabs on the right side of the pages. There is one sample Patient History available.  You can use the sample information from previous clinical records to create a Patient History here.  Enter case number, information will fill in.  Provider number and signature will fill in.  Tab through the fields to fill in any missing information. Continue to tab through the fields on each page to fill in additional information required.  

Treatment Plan (Individualized Service Plan)

Highlight Treatment Plans and click OK.  This form is a four page form.  You will move through the pages using the tabs on the right side of the page.  There are two sample Treatment Plans available.  You can use the sample information on the other clinical records to create a new record. Enter the case number, information will fill in.  Continue to tab through fields entering additional information.  Once the signature page is printed out and signed, the signed copy is scanned and imported onto this page and stored electronically.  The paper copy is discarded.

Ongoing Case Records

Click on the “+” beside Ongoing Case Records and you will see a drop-down list of all forms available for continuing clinical records.   

SOAP Notes

Highlight Soap Notes and click OK.  There are two sample SOAP notes available.  Others can be created from the records you have been completing as you moved through the program.   Enter the case number and the date of service and the correct Treatment Plan information by date will fill in, along with the goals, objectives and target dates.  Choose a status for each objective from the drop down lists.  Enter notes in appropriate fields.  By filling in the Contact Date and time information you are automatically creating both billing information and Pay Ledger information without any additional entry required.

Treatment Plans, Addendums and Patient History

These forms can be filled out according to previous instructions.

Collateral Notes, Utilization Reviews, Termination/Transfer Summaries

These forms operate in the same way as previous forms.  By filling in the case number the client and provider information will pre-fill.  You then move through the fields filling in any information.

Administrative Forms 

Human Resources Forms and Scanning

These forms have been previously explained  under HR Records.

Billing Switchboard

Billing information was created from the SOAP Notes entries.  To print these billing records highlight “Billing Switchboard” and click OK.  Then click the appropriate billing button.

Supervision

This form is not fully functional in this Demo.  It will give you an overview of the information that can be stored regarding clinical supervisions done by Clinical Directors, Therapists or BS-1 Supervisors.  

Pay Ledger

This feature is not fully functional in this Demo.  By entering the week ending date and provider number the ledger will show all time for that Provider for that week as reported on the SOAP notes.  Ledger can then be printed to be given to payroll dept.

Other Features of Interest:

QA – You have probably noticed as you have moved through the clinical records forms that in the upper right hand corner there is the ability to mark each record according to its status in the Quality Assurance process.  This tool proves invaluable for tracking records that are incomplete, needing updates or corrections.  This can also be used to provide on-screen informational pop-ups as soon as a provider logs on to the program telling him/her which cases need attention and what the specific problems are.  A full range of reports is available to delineate this information by provider, group, date, etc.

Features not viewable on this Demo:

Reports

Receivables