Getting Started for Users of MillerBiller3 Terminal
Overview
Your terminal version of MB3 gives you full access to all the data relevant to your practice, and it gives you the capacity to enter information. How you use it is up to you, you can simply look, or you can edit and add or you can control the whole process.
The terminal version get a subset of the data from the Host (which is usually installed in a Rooms network).
The data that it will hold for you is described in the table below, along with how that data can be edited or added.
|
Data Type |
Host |
Terminal |
Sharing of data |
|
|
|
|
|
|
Patient |
Add, Edit, Delete |
Add, Edit |
All docs in practice – so whoever updates info is shared by all |
|
Procedure (Invoice or Quote) |
“ |
“ |
Each doctor separate |
|
Referrer (Surgeon) |
“ |
“ |
“ |
|
Location (Hospital) |
“ |
“ |
“ |
|
Event (List or Case) |
“ |
“ |
“ |
|
Receipt |
“ |
View only |
“ |
|
Banking |
“ |
View only |
“ |
|
Receipt Allocation (ie which patients the receipts apply to) |
“ |
View only |
“ |
|
Items (MBS, RVG, Custom) |
“ |
View only |
All doctors in the practice |
|
Item prices |
“ |
View only (but can change them on an individual procedure as required) |
“ |
|
Favourites (Common procedures with referrer, description, items) |
“ |
Add, Edit, Delete |
Each doctor separate |
|
Patient notes (Clinical or Office) |
Add, Delete (not modify) |
Add |
Each doctor separate |
|
Payers |
Add, Delete, Modify |
Add |
Both |
What happens when you synch.
You can synchronise any time that you have a live internet connection. The Host and the Terminal each send the changes that have occurred in their records since the last synch.
In the unlikely (but possible) event that the same information has been changed in both the Host and the Terminal (eg the doctor and the rooms both change a patient’s address) the Host version will be kept and the Terminal version will be lost.
Getting started with entering accounts.
This is the best process to use for making new accounts.
Go to the Event Calendar view.
Go to the appropriate day when the list occurred.
If the cases are already entered you can skip to step 4. If not, click and drag on the calendar to create a case Event, then enter a patient. If it is a new Patient, enter the details and click Save and Exit. Click on New Procedure.
Follow the instructions on the website for detailed info on entering procedure details.
Save and Exit.
Then Save and Exit the Event. It will show as having been processed.
Go to the next case in the Calendar.
The advantage with entering the cases as events in the Calendar, even if done in retrospect, is that this enables a cross check with the lists to be sure the day reflects all the cases done, and they are all invoiced.
The alternative is to just create new procedures from the procedure list. This works fine as well, but is not reconciled back with the Calendar.
When entering just one after the other not using the diary you can enter another procedure for the same list by holding down the Shift key when you click save and exit.
Process for uploading accounts and printing.
The next time you synch all the new procedures will be sent to the rooms.
The system there will identify new accounts based on the following criteria:
Status of Invoice Pending, has not been Printed, and Fee > 0.
These can then be printed as a batch by the rooms.
After this has been done and you synch again you will see the date printed and amount owing.