MyWay Active Learning WorksheetsComplete. Simple.
Affordable.Workflow for MyWay
Desktop Scheduler Registration Full Note Composer (FNC) Billing
(Track Superbills/Process Claims/Patient Statements) Document
Generation Reports Top capabilities in each topic to be used in
demo situations Bonus/Advanced Items Anchor Stories Fill in the
Blank Information per topic Select Employee Demo per topic for the
Class Exercises/Homework
Format for Training will include:
Active Learning Exercise - Desktop1. Configure your desktop to
have a 3 pane display. 2. In the 1st pane set the Calendar as the
Primary Control and the Waiting List as the Secondary Control. 3.
In the 2nd pane set the Message Counts as the next Primary Control,
Notes as the Secondary Control which to display as a split pane
underneath the Message Counts screen on the Desktop. 4. Include the
Bottom Panel and add a Web Part as the Primary control. 5. Click
OK. 6. Add the Web Part* you want to display on the desktop.
*Note:In the Web Part pane click on Google Home Page Content
find the Web Part you want to display and click on the link name
click on Add to your Webpage scroll to the bottom of the screen and
click on Get the code a box will display with the code click in the
box and highlight the code - copy the code (Ctrl + C) close the
window. On your desktop click on Edit Web Part when the box opens
paste the code (Ctrl+ V) and click Save Web Part.
MyWay Active Learning Worksheets/Exercises Page 1
Active Learning Exercise - Messaging1st Exercise Create an RX
Refill Message 1. Initiate a message from the desktop. 2. Select
the New Rx Refill message. 3. Choose Riley Jones as the patient the
Rx Refill is for. 4. Assign the message to the Sales Admin user. 5.
Choose the Provider as Dr. Bloggs. 6. Enter Xanax as the medication
requested. 7. Click OK. Step 2 Respond to the Rx Refill Request 1.
Open Rx Refill message. 2. Attach Refill for Xanax by adding a New
Drug. Add in the following information: 1 Tablet PO QD for 30 days
with 0 refills. 3. Add any internal comments if needed. 4. Add a
note on the Notes tab that the Rx was called into Pharmacy. 5.
Uncheck Print Prescription when Message is Completed. 6. Complete
if you are done with message. 7. You should receive a message back
that shows the Rx Refill Message was completed. Open that message
and complete to remove from Messages.
3rd Exercise Create a Message Filter 1. Go to Message Filters.
2. Create a new message filter for Rx Refill Message types.
MyWay Active Learning WorksheetsComplete. Simple. Affordable.3.
Click Save As and Name the message filter. 4. Add the message
filter you created to your Message Filer field on your desktop.
Desktop Calendar - Messaging CapabilityCustomize Desktop
Benefit
Business Driver
Messaging
Quick Links
Customize Schedule View
Active Learning Exercise Appointment Scheduler1.
Schedule Sean Citizen to be next Monday by Dr. Bloggs for a New
Patient appointment.
MyWay Active Learning Worksheets/Exercises Page 3
2.
Schedule Gene Atkinson to be seen next Monday by Dr. Bloggs for
an office visit for hypertension. Schedule Don Nadie to be seen
Thursday afternoon by Dr. Bloggs for sore throat & fever.
Schedule Charlie Nee to be seen Monday with Dr. Bloggs for
abdominal pain. Schedule follow-up appointments for Sean and Sile
Citizen to be seen on Thursday 2 weeks from now. Schedule a
procedure visit for Judy Roe to be seen this Friday by Dr. Bloggs.
For this procedure visit, the patient also needs to get an
Procedure. Since there is only one Procedure room that is shared by
the practice, please also book an appointment using the Procedure
calendar. (Remember to use Resource Scheduling.) Sean Citizen
called and asked to be seen next Monday at 2 PM instead of his
appointment in 2 weeks. Reschedule the appointment for the upcoming
Monday. Sile Citizen called to cancel the follow up appointment in
2 weeks. Cancel that appointment. Gene Atkinson needs to cancel his
appointment for next Monday. Change the appointment status
appropriately. Schedule any patient for an appointment today.
Check-In one of the patients on your desktop. Post a fifteen dollar
copay on their account.
3.
4. 5.
6.
7.
8.
9.
10. 11.
Appointment Scheduler CapabilityWaiting List
Benefit
Business Driver
Resource Scheduling
Ability to Open Multiple
MyWay Active Learning WorksheetsComplete. Simple.
Affordable.Calendars Color Coordinated Appointment Types Associated
Time to Appointment Types
Active Learning Exercise - Patient Registration1. A new patient
has arrived. Enter the demographic information (Information
Below).
Patient Registration FormPATIENT INFORMATIONFirst Name: Juan
Last Name: Perez Middle Initial: A Address, City, State, Zip: 8566
Sutton Place, Raleigh, NC 27617 Home Phone: 919- 872-8102 Work
Phone: 910-888-5678 Cell Phone: 919-556-9326 Sex: Male Martial
Status: Married Dominant Hand: Right Birth Date: May 17, 1969 SS #:
011-88-9987 Email: [email protected]
SECTION A PRIMARY INSURANCE INFORMATIONMyWay Active Learning
Worksheets/Exercises Page 5
Insurance Company: Blue Cross/Blue Shield Name of subscriber
Juan A. Perez Policy/Group/ID #: 12345698716/ 272550000001 Copay:
PCP-$10.00, Specialist-$20.00, Other-$50.00 Emergency Contact &
Phone #: Juanita Perez 919-596-8954 Pref. Pharmacy & Phone #:
CVS Main Street 919-466-8412 2. The same patient above needs to
have a remark entered stating that The patient is hard of hearing.
Have this remark show in Scheduling and Clinical sections.
Patient Registration CapabilityOCR Card Reader
Benefit
Business Driver
Copy Contact Feature
Multiple Accounts
Health Maintenance Rules at Check-in Collect Copay at
Check-in
MyWay Active Learning WorksheetsComplete. Simple.
Affordable.
Active Learning Exercise - Full Note Composer (FNC)Patient Sile
Citizen is being seen by the Dr. Bloggs today at 2:00 p.m. Open a
new chart note and enter the vitals below 1. Vitals Entry a.
Weight: 211 lbs b. Height: 5 feet 11 inches c. Temperature: 97.9
Fahrenheit d. Method: Oral e. Heart Rate: 80 f. Regularity: Regular
g. Blood Pressure: 120/80 h. Location: Right Arm i. Position:
Sitting j. Method: Manual 2. Chief Complaint Entry a. Add the
following Neurologic symptoms: dizziness, headache, vision change.
3. History of Present Illness Entry a. Enter symptoms for dizziness
quality = feelings of unsteadiness, onset/resolution = sudden in
onset, onset of symptoms = 2 days ago and Limitation of Activities
= moderately limits. b. Enter symptoms for headache location = in
the frontal area, quality = constant, onset and resolution = sudden
in onset and Onset of Symptom = 2 days ago. c. Enter symptoms for
vision changes location = in both eyes, quality = blurred vision,
onset and resolution = sudden in onset and Onset of Symptom = 2
days ago. 4. History a. Medical history - migraines since 1997. b.
Surgical history - knee surgery in 2000, tonsillectomy in 1987. c.
Medication history - currently taking Imitrex 50 mg Tab when needed
(PRN), Allegra-D 12 hour Oral. d. Family history brother has
prostrate cancer. e. Drug Allergy no known allergies. 5. Review of
Systems Entry
MyWay Active Learning Worksheets/Exercises Page 7
a. The provider would like to document group normals on
Constitutional System, document group normals on Neurologic System
except dizziness, headache and vision change are positive findings.
6. Physical Exam Entry a. Use the Full Exam Neurology. b.
Constitutional all normal - mark using select all on that system.
c. Eyes all normal except Right eye vessels focal narrowing of
arterioles is a positive finding. d. Neurologic System Sensation
mark normal. Coordination normal mark all. e. Psychiatric System
Appearance normal mark all. Speech all normal except reading
impaired is a positive finding. 7. Document Diagnosis as Classic
Migraine Intract (346.01). 8. Prescribe Imitrex 50 mg Tab as the
medication. Use the Dosing Suggestion for Migraines (Age Range 15
years to 64 years) for the 50 mg dosage. Enter the quantity of 1
and set this as your Default SIG. 9. Services Performed a. 99213
Associate the Diagnosis to this service performed. 10. Services
Ordered a. 70551 Associate the Diagnosis to this service ordered.
11. PI Entry a. Patient will return in 1 month. b. Attach Education
Forms for Migraine Migraine Headache: Brief Version and Migraine
Headache: Brief Version: Related Topics. 12. Close the note and
complete the checkout process. a. Set Appointment Status to Ready
to Discharge should default to checked. b. Require Superbill should
default to be checked. c. Change Superbill setting to Ready to
Review. d. Generate Document select Chart Notes and click OK to
view. e. Save as - change to Complete Note. f. Click OK.
Full Note Composer (FNC) CapabilityAdaptive Learning
Benefit
Business Driver
Common Problem Palette Standard check-up, chronic
MyWay Active Learning WorksheetsComplete. Simple.
Affordable.visits E&M Guidelines
Intelligent Navigation
Active Learning Exercise - Billing1. Post a Superbill with the
status of Ready to Submit. *Note: This is a new superbill which
means you will open up the Patients Account (Demographics), Click
on New-Superbill. Use the Information below to post the charge.
Provider: Dr. Joe Bloggs Service Site: Raleigh Internal Medicine
Diagnosis: 250.00, 401.9 Procedure: 99213 (Attach both Dx to CPT)
36415 (Attach 250.00) 3. Post the below Insurance Payment for a
patient. Consider the following an example of an EOB and post each
payment.Patient Name SVS Date BCBS- Superbill 58 Sile Citizen
0XXX09 Totals Proc 99213 Billed 125.00 125.00 Allowed 60.75 60.75
Payment 60.75 60.75 Adjustment 64.25 64.25
1. 2. 3. 4.
Post a fifty dollar payment (Check #4103) to Gene Atkinson
account. Open the Patient Ledger for Gene Atkinson. Drill into
Superbill 25 Change the diagnosis from 280.9 to Iron Deficiency
Dietary (280.1).
Billing Capability Benefit Business Driver
MyWay Active Learning Worksheets/Exercises Page 9
Payerpath
3M Coding Tool
Interactive Reporting
Reports CapabilityHyperlinks in reports to data
Benefit
Business Driver
Save filters
Complete. Simple. Affordable.
