throughout PrognoCIS. User name is displayed in the welcome message at the top of the main menu. The property, banner.hide.clinic.name if set to ‘Y' will not display the Clinic name on the banner and if set to N or left as blank then both Clinic name and logo are displayed. All unvisited links are shown in blue. Visited links are displayed in a different color.
Move the mouse over the main menu tabs on the screen, Appointments, Patient, CPOE, Messages, Report, and Settings to see the sub menu options on the Next Line. Click on the Sub Menu option to invoke it. Depending on the assigned User Rights, some of the options might be disabled, denying access to the user.
Back: Click this to view previous visited page. System keeps a track of previous 20 pages.
Forward : Click this to view next visited page. This is applicable only if the User has clicked on back button to move to previous pages and now wants to move forward from the backed pages.
Consider a user has visited 6 pages in PrognoCIS. He then traverses back 4 pages. He can click on Forward to come back, however if he visits a page by selecting a menu option, the visited pages list, corresponding to forward will be cleared. The history will hold only two pages plus current page and forward button will be disabled.
Logout: Click Logout to log out of the system.
Lock Icon: If a user has to leave his / her desk for a few minutes, click on this Icon to lock the screen. If any other popup is open, it needs to be closed before User can click on the lock option. On click, a Prognocis screensaver with an image of a Key appears. All the menu options are locked. The User has to enter the password again before he can resume his work. This way the privacy / confidentiality of data are protected. Note that in case password is not entered correctly there is no error message (we do not want to give a User friendly interface to those who might try to hack in). While on the locked screen, all attempts to Close the Lock Screen by clicking on the top right cross button of the window or from Close option or pressing Alt+F4 will fail. However anyone can click on Logout button to close the screen as well as the application safely.About: Click About for License information. In case of reporting problems specify the PrognoCIS Version, the SP (Service Pack) Number and Build Number, to help you better.
Online Help: PrognoCIS provides help for every screen to guide users. Click Help to view the entire Help documentation. Click
button to invoke Help for a specific screen.
Contact Support Icon: This will open a compose message which will be send to techsupport@bizmaticsinc.com (Note mail from Login Page Contact Support go to support@bizmaticsinc.com)Select Pateint Icon: It facilitates user to select the required Patient and directly go to his latest encounter.
Encounter Icon: Appears only if a Patient Encounter has been selected and Encounter is not closed. Clicking on this icon takes the User to the Patient > Encounter screen.
Alert Icon: Appears only if the Log in Person is a Doctor and has Unread Alerts in his Messages InBox. Clicking on this Icon takes the user to the Messages > In. 
Patient Messages Compose Icon: It facilitates the user to invoke a pop up to write Patient Messages and add them to Patient Medical Records. It is not necessary for the Patient's encounter to be live. This button is displayed only if the login person is a Doctor or Nurse.
New: It facilitates the user to invoke the help page for the latest Version Release notes. This is the information source towards newly added features and updates to PrognoCIS. Inbox Messages: The table in the upper-left corner of the screen displays the number of unread messages for the logged in User in his Inbox with different categories, namely:
- System It displays the count of unread total messages and (Alerts).
- User It displays the count of unread total messages and (Urgent).
- Telephone Message sent by any User within the Application when the Doctor was busy and had received a telephone, attended by that user.
- ToDo Pending, ToDo tasks and (Overdue).
- The Number under System column displays the total number of unread Alert and Notification messages and those within brackets ( ) is the number of unread Alert messages. These unread Alert messages are displayed in RED.
- The Number under User column displays the total number of unread User messages (Normal, Urgent) and those within brackets ( ) is the number of unread Urgent messages. These unread Urgent messages are displayed in RED.
- The Number under User ToDo displays the total number of ToDo messages which have a pending Action and those within brackets ( ) is the number of ToDo messages whose action is Overdue. These over due messages are displayed in RED.
- Click Inbox to view the messages awaiting attention. It can also be accessed by clicking Messages > In.
Clinical Staff/MA: If Logged in person is a Doctor, only then is this option available. This list shows the Clinical Staff assigned to the logged in Doctor. Click Clinical Staff/MA to change the assignment. This opens a popup window displaying the names of all Clinical Staff. Check the names of the Clinical Staff to be assigned. This assignment can be changed as and when required. This is important since the Clinical Staff attends to the patient first. All assigned Clinical Staff can see the current appointments of Doctors on their own Home Page.
Assign to Doctors: If Logged in person is a Nurse, only then is this option available. This list shows the names of all Doctors. The Nurse can check the Doctors to whom she needs to be assigned.
My Preferences: If Logged in person is a Doctor, only then is this option available. Click My Preferences to customize preferences for various templates, tests, search lists etc. This can also be accessed by clicking Settings > My Preferences
Patient Reminders: It is a hyperlink that when clicked, a popup is displayed with the following options:
Radio Buttons All , Follow Up Appointments , HM due in 15 days and Vaccination due in 15 days. When a radio button is selected; a list is displayed with options,
- Patient Name
- Subject
- Option for checkbox for each row,
- Phone
- Comments (to enter comments on reminder)
- Save and Cancel buttons (displayed at the bottom of the popup screen)
Also there is an option for the user to create a reminder independent of any screen. This reminder is user defined and available for that user only. The email reminder is sent to the patients on their email ids entered on the Patient Registration screen.
Appointments Tab:
- The list of Appointments for the logged in Doctor are displayed chronologically. The Appointments Tab displays Scheduled Time, Actual Time, Patient Form Icon, Patient Name, Reason for Visit,
Provider name, Visit Type, Visit Status, Room, and Comments
(entered along with Workflow Status).
Sorting is possible on underlined fields. If User clicks on the same field again, it will sort it in reverse Order. - Patient Name is hyperlinked to take user to related Patient Encounter.
- Icon in yellow indicates, Patient Form has not been filled
- Icon in Red indicates, Patient Form has been filled but not accepted yet, and
- Icon in green indicates, Patient Form has been accepted.
- The Calendar is invoked by clicking on the date Icon to select date.
- Reason for Visit is as specified by the Patient while taking the appointment. By default, the appointments for the login date are displayed.
- Room - Depending upon the property, 'appointment.rooms.list' either a predefined list of Room labels is available as a drop-down list or User makes one entry of a Room Label at a time. SET the Room labels as comma separated list in the property, to display as drop-down list or leave it blank to display as a text field. The Room No. is also displayed on the Patient Workflow popup found on the Appointment Schedule screen. Note that in the comma separated list of the property, only first 10 characters of each value is displayed in the drop-down list.
- The Visit Type is the type of Patient's encounter.
- The Patient Workflow Comments, on mouse over, display Comments entered corresponding to the status of the Appointment.
- The default Visit Status for each appointment is Scheduled.
- If a Patient does not come on the day of his scheduled appointment his Visit Status, next day, changes to No Show.
- Once a patient arrives, the Receptionist registers the arrival and the Visit Status changes to Arrived. Then, if logged in person is a Doctor, a click on the patient's name, changes the appointment's Visit Status to With Doctor.
- If logged in person is a Clinical Staff, a click on the patient's name, changes the appointment's Visit Status to With Clinical Staff .
- Scheduled
- Arrived
- Ready for Clinical Staff
- Process order
- With Clinical Staff
- Ready for Doc
- With Doc
- Ready for Checkout
- Complete
- No Show
- Cancelled
- Authorize the doctor to physically examine his body
- Indemnify the doctor against any advice or procedure
- Authorize the practice to charge him personally in case the insurance company rejects claim.
Prefixed to the patient name is the patient form icon, the legend to indicate its various legends are as follows:
The statuses supported are:
The status of a patient is constantly monitored by the system and every status change is refreshed on the screen.
Clicking on a patient's name besides changing the status, takes the user to the Patient Encounter screen.
A logged in Clinical Staff can see the appointments of all doctors to whom he/she is assigned.
Navigation:
The navigational buttons previous "<” and next " >” allow you to see your appointments for the previous and next day, upto a limit of 15 days which can be set in property,
Home Page Parameters
> home.max_days.
Patient Count:
The Patient Count shows two numbers. One the no. of people who have visited and total number of appointments for the day. This feature is displayed only if the property,
Home Page Parameters
> home.show.count is set to Y.
Open Encounters Tab:
The list of Open Encounters for the logged in Doctor are shown chronologically. The Open Encounter Tab displays Date of Encounter, Patient Name,
Reason for visit, Attending Provider, Visit Type, Visit Status,
and Comments.
Sorting is possible on underlined fields. If User clicks on the same field again, it will sort it in reverse Order.
The Doctor can click on the Patient name to go to the Patient encounter screen.
Comments field is hyperlinked to take user to edit Appointment Status. User is expected to enter comments while the encounter has been kept open.
Please Note, that RR (Refill Request) Encounter do not have any Appointments, hence this field will be blank and there will be No hyperlink.
Which open Encounters Are Seen ?
If Log in Person is a Provider, He sees all His Open encounters.
If he is a Reviewer, he also sees All the Open encounters of other Docs.
Also, Doctors need an ability to see each others Open encounters especially in Urgent Care. They can set the property,
Home Page
> home.doctor.showalldocs.openenc = Y
If Log in person is a Clinical Staff, He sees all Open encounters of Providers to whom he/she is assigned. They can see all the open encounters if the property,
Home page
> home.nurse.showalldocs.openenc = Y
If Log in person is a Admin Staff AND he is assigned the Role of BILLER Only, He sees all Open Encounters. (Note: Be sure not to assign him any other roles)
Pagination:
Pagination is implemented on both Appointments Tab and Open Encounter Tab. A limited number of rows are displayed on each tab as defined in properties,
Home Page
> max.home.page.rows
The program displays the number of Applicable pages (this will depend on login person, date, filters etc). Each Page is hyperlinked, allowing user to directly go to a page. The current page No. is displayed in RED. When ever a filter condition is changed OR a new sort selected, the current Page is reset to 1. The Next and Prev page hyperlink are also available if applicable. Note that if the Pages exceed 10 (which is unlikely), initially Page No. 1 to 10 with Next link are displayed. Every click, on Next link increments the current Page Number. If user selects Page 10, and then clicks on Next link, it will display Page 11 to 20 with Next and Prev link.
Note:
1. If the User is assigned as SA, he will not see any open encounters.
2. The user can filter the Refill Requests encounters under filter button on Home Page. The Refill Request is available under Visit Type in the 'Appointment Filters' popup window.
Refresh:
The HomePage is refreshed every few minutes to reflect the new appointments and Patient status changed from other terminals. This Refresh frequency can be set in property,
Home Page Parameters
> home.refresh_mins
Mark Arrived icon:
Click on the icon to set Arrived
Explictly by Reception, when the Patient Arrives. This can also be done from Appointment tab.
Note:
When the appointment associated with last preauthorization visit is marked as ‘Arrived' then an alert, “This is the last pre-auth visit for Pre-Auth number associated to this appointment” is displayed.
Insurance icon: Click on the icon to enter insurance policy details. Entering Insurance details are an important part of patient registration. This information is needed to identify the insurance policies that the patient has subscribed to. In case of multiple policies, they are identified as Primary, Secondary, and Tertiary Insurance.
Patient Alert icon: Click on the icon to add new Patient alerts and display them, required by the front office while taking appointments, it can be also viewed from Encounter and Billing screen as well.
In Patient alert user can defined date range that is Effective From date and Upto Date details for the alerts.
Delete option allows the user to delete an alert.
Note:
The option to delete an alert is available ONLY to the Users assigned the role, 'PatientAlertDelete'.
Patient Notes icon:
Click on the icon to write adhoc notes and add it to the Patient's Medical Record. This screen comes up with the current encounter Patient name populated by default. The user can edit / select any other Patient if required. The notes are flagged as added by the logged in user. Notes can be deleted by Sender Or All Docs as per properties. A Note can be deleted within specified number of days (in properties) only. Check the properties under Patient Notes.
CoPay Details icon:
Click on the icon to update and view the Copayment
actually made by the Patient.
Progress Notes icon:
Click on the icon to
create My Notes as Blank OR from the selected
Default Tab progress notes template OR From
Other Template. Select one of the three options, click on OK. The selected option notes are created and displayed in the
My Notes tab.
Check Out Docs icon:
Click on the icon to
view the list of documents to be printed in an encounter of a patient
.
legal icon:
This icon is enabled after the Patient record is saved.
A patient needs to sign a number of documents that:
A practice can have similar or more legal documents, which have to be defined in the Group Master (System Groups). The Code indicates primary filename of the legal document. The extension is assumed to be "doc". The filename starts with 'W' if any ,witness is required for signing the document.
The purpose of this option is to list all documents signed by the patient. The signed documents are physically stored in the practice.