HealthOffice Anywhere Program Startup s

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1 HealthOffice Anywhere Program Startup s The following list of suggested procedures help get you started now that you have had your HealthOffice Anywhere Training. If you need help, please contact Healthmaster Support at or Add HealthOffice Anywhere to your Favorites Once you have opened and launched your web browser, your HealthOffice Anywhere website login appears. This web link has been sent to you directly, or has been sent to your District Leader for distribution. Before you begin we recommend you first mark this page as a bookmark, favorite or link to keep. Typically this is found in in the upper right corner of your browser or in a Tools or Options menu. Logging into HealthOffice for the First Time 1. Enter your Login Name. 2. Enter your Password. 3. Press the Log In button. Copyright 2013 Healthmaster All Rights Reserved Page 1 of 9

2 You are now logged into HealthOffice Anywhere. Your Dashboard appears. Once you have logged in one time, the program will remember your login, (with the exception of your password). Set the Default Examiner The Examiner is the first field in any encounter. It is defined as the person who provides service. Setting this as a default enables you to save time when documenting. 1. Open the Administration Menu. 2. Select My User Settings 3. Click on the My Settings Items Menu. 4. In Default Examiner, click to find your name. (Remember the Type field needs to point to the Faculty version of your name. If you do not appear, contact your administrator or leader to get this corrected.) 5. Click Save. Copyright 2013 Healthmaster All Rights Reserved Page 2 of 9

3 Changing Schools When your account was created in HealthOffice Anywhere, you were also assigned a school or series of schools. If you only have one school, skip this section. You have the ability in My User Settings to change the school or number of schools you are viewing at any time. This keeps your Dashboard and any common log window easy to read. If you travel, this setting is critical when you first login to HealthOffice Anywhere. 1. Open the Administration Menu. 2. Select My User Settings 3. Click on the My Settings Schools Menu. 4. Click on the field. A selection menu appears. Add the school or schools you wish to view to the right column. Remove the schools you do not wish to view to the left column. 5. Click OK 6. Click Save. 7. Repeat anytime you wish to change your view of the Dashboard for other schools. Copyright 2013 Healthmaster All Rights Reserved Page 3 of 9

4 Creating Office Visits 1. On your Dashboard place your pointer in the Student Quick Search field in the upper right side of the screen. Enter your student s last name and click the search icon. 2. The Student Search screen will appear. Your student should appear in this screen as a summary line. At the end of his/her information is a green and white cross button to create a new Office Visit. Click on this button. 3. A new Office Visit opens for your student. The Date and Time In are entered. On the Main Toolbar, Click on the Event Template drop field. Select the appropriate template for the student.. (Please note if you delay this process, once the event template is selected, the Time In will change the current time. Remember to change this if needed.) 4. **If you are a Healthmaster Medicaid Billing Customer, next choose the Billing Template Group, and then Billing Template. Make changes as needed to unit, or even procedure code. 5. Walk through the Office Visit Detail tab reviewing and making appropriate changes (adding and removing items) to the Office Visit based on the student encounter. This may include the Diagnostics, Symptoms, Assessment, and Treatments. 6. At the tabs, click on the RAD tab and review the Results/Outcomes, possible Actions and Dispositions based on the care you provided for the student. Add or remove items as appropriate. 7. At the tabs click on the Comments tab. If your district has added form-based material to the Comments, complete this narrative. Continue this narrative if needed. 8. Navigate back to the upper right side of the Office Visit screen. Check the box next to Time Out. The current time will appear. Change the Time Out to reflect when the student left your office. 9. On the Main Toolbar Click Save and then continue to the Letters tab if you are sending a letter, or click Save and Close to leave this Office Visit. Your Office Visit is completed. It appears in My Items Logged on the Dashboard. Copyright 2013 Healthmaster All Rights Reserved Page 4 of 9

5 Notes on Office Visit to Remember: When multiple Office Visits are created in only one will appear on the screen. The remaining opened Office Visits are found in your Pending Items on the Dashboard. These items remain pending or not saved, until you re-open them and complete them. Time Out is not a required field for any event. If you wish for your Office Visit to be reflective of the time the student was there, don t forget the Time Out. You can re-open an Office Visit at any time and make corrections. However any changes made denoted in the Audit Trail (Toolbar). It will show the dates and changes made by user. If you find that you need a Template created, contact your district leader or coordinator. Adding templates, especially global templates, are a pretty simple task. Once created they are shared with all users. To review any past Office Visits for the student, simply click on the Exam History tab in the current visit. To go to the Complete Student Record from the Office Visit, click on the student picture space. Copyright 2013 Healthmaster All Rights Reserved Page 5 of 9

6 The following steps outline the maintenance aspects of the Complete Student Record. Once the CSR is open, all of the following procedures may be created or changed. Creating Medical Problems and Medical Alerts 1. From the Student Record\Student Summary Page, Scroll to the Medical Problems section. 2. Click on the New Prob. Button to create a new Medical Problem. 3. Fill in the details for the Medical Problem using the fields needed to fully describe it. Red fields are required. 4. If this Medical Problem should also be flagged with a Medical Alert, move to the Medical Alert section. 5. Complete the Medical Alert section. For Medical Alert Name, be specific without over describing. (Remember the detail of the issue is in the Medical Problem.) We also suggest highlighting this Alert and marking it bold to make it stand out. 6. Mark the Medical Alert Active. Make sure the Medical Alert has a Start Date and is either marked Never expires or has an End Date. 7. Click the Save button. Your Medical Problem and Medical Alert are saved. 8. Click on the picture (or picture space) for the student. This will return you to the Complete Student Record. 9. Repeat above steps to add the next Medical Problem and Medical Alert. Creating Medical Procedures Before a Medical Procedure can be created, a Medical Problem must already exist for the student. Return to the above section on Medical Problems to create them. 1. From the Student Record\Student Summary Page, Scroll to the Medical Problems section. 2. On the bottom right of the section, click on the New Proc. button to create a new Medical Procedure. The new Medical Procedure opens. 3. In the Medical Problem field, select the associated Medical Problem for the Medical Procedure you are creating. This is a one to one relationship. 4. Fill in the details for the Medical Procedure using the fields needed to fully describe it. Red fields are required. Use the Special Instructions to add depth so that when you or anyone administers this procedure, they will see the specifics. Use the Copyright 2013 Healthmaster All Rights Reserved Page 6 of 9

7 Authorizations section if your location is copying the authorization for this order from the student s file. Skip the Discontinue section. 5. * If you are a Healthmaster Medicaid Billing Customer, complete the Diagnosis Code and IEP checkbox (if applicable). This completes a section of the billing template that will appear when you administer the Medical Procedure. 6. Scroll to the top and click the Save: button on the Program Toolbar. 7. Scheduled Procedures - If this is a scheduled Medical Procedure, once the order is saved, a red bar with a green and white cross appears at the bottom of the page. Scroll to the bottom to schedule the Procedure. a. Click on this button to add a scheduled interval for this Medical Procedure. b. Fill in the time of day and check the days of the week. c. Click the cross again to add another interval. 8. Scroll to the top and click the Save button on the Program Toolbar. 9. Click on the picture (or picture space) for the student. This will return you to the Complete Student Record. 10. Repeat above steps to add the next Medical Procedure. Notes on Medical Procedures to Remember: When creating complex Medical Procedures that may involve several services, for example Diabetes, it is always better to bundle these medical procedures together than as independent services. This saves you time in creating and later documenting the service. If you notice there is a mistake with a Medical Procedure once you administering it, cancel the administration and then re-open the Medical Procedure from the Complete Student Record and correct the issue. (Yellow Folder.) Always make corrections before administrations. Discontinue a Medical Procedure when you have a change ordered for the student and create a new version of the Medical Procedure. Medical Procedure administrations show one form for all encounter types. This is not filtered by type of Medical Procedure. So ignore the sections that do not pertain to the Medical Problem or Procedure you are working on. Copyright 2013 Healthmaster All Rights Reserved Page 7 of 9

8 Creating a Prescription 1. From the Student Record\Student Summary Page, Scroll to the Prescriptions section. 2. Click on the Add. Button to create a new Prescription order. 3. Fill in the details for the Prescription using the fields needed to fully describe it. Red fields are required. Use the Special Instructions to add depth so that when you or anyone administers this prescription, they will see the specifics. 4. * If you are a Healthmaster Medicaid Billing Customer, complete the Diagnosis Code and IEP checkbox (if applicable). This completes a section of the billing template that will appear when you administer the Prescription. 5. In the Type Section after choose the type of Prescription make sure to enter the dose. This will appear every time you administer this prescription on both PRN and Scheduled orders. 6. If this is a PRN Prescription, check the PRN/As Needed checkbox. If you are not tracking the administrations of this order, check the Self Administers checkbox. the Type section must be completed fully. If this is a scheduled Prescription, only the Prescription field in this section is completed 7. If you want to inventory this order, check the Inventory box. Add the Low Water Mark which is the amount you want to be reminded of for asking to get his refilled. Inventory is started on the main Prescription page and once the order is saved, the Inventory Menu (left side) is where the remaining information is added. 8. Use the Authorizations section if your location is copying the authorization for this order from the student s file. Skip the Discontinue section. 9. Scroll to the top and click the Save button on the Program toolbar. 10. Scheduled Prescriptions - If this is a scheduled prescription, once the order is saved, a red bar with a green and white cross appears at the bottom of the page. Scroll to the bottom to schedule the Prescription. a. Click on this button to add a scheduled interval for this Prescription. b. Enter the dose or amount for the interval. c. Fill in the time of day and check the days of the week. d. Click the cross again to add another interval. 11. Scroll to the top and click the Save button on the Program Toolbar. 12. Inventory to complete the Inventory click on the Inventory Control menu on the left side of the Prescription. 13. Complete the Adjustment Date, Time, Reason and # of Doses. 14. Click on the Save button once more. Copyright 2013 Healthmaster All Rights Reserved Page 8 of 9

9 15. Your prescription is complete. Click on the picture (or picture space) for the student. This will return you to the Complete Student Record. 16. Repeat above steps to add the next Prescription. Notes on Prescriptions to Remember: Each Prescription order should be a separate documented item. The only dual or both PRN and Scheduled Prescriptions are the ones that share inventory. PRN/As Needed Prescriptions administrations appear in several places. For example the Quick Events menu. Scheduled Prescriptions only appear on the Items Scheduled log or Today s Items Scheduled on the Dashboard. Any Scheduled Prescription, not reconciled for the day will stay on those days Items Scheduled as an unreconciled item. It is always recommended to reconcile an item (whether the student received the order or did not.) If you notice there is a mistake with a Prescription once you administering it, cancel the administration and then re-open the Prescription from the Complete Student Record and correct the issue. (Yellow Folder.) Always make corrections before administrations. Discontinue a Prescription when you have a change ordered. Always make sure the inventory is clear when discontinuing the order. Setting Student Alerts 1. From the Student Record, Click on the Alerts menu on the left. Your Student Alerts appear. 2. In the fields below the table, enter the Alert information. Remember to add a Start Date and either mark this Never Expiring or have an End Date. 3. Check the Active checkbox. 4. Click Save. The Student Alert is added up to the table above. 5. To add another Alert, click on the New button on the program Toolbar. 6. When you move on to another screen, the Alert information appears in red below the student picture. For additional help call HealthOffice support at or us at Copyright 2013 Healthmaster All Rights Reserved Page 9 of 9

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