TABLE OF CONTENTS - CONTINUED

Geriatric Report User Manual

(Desktop Version)

1

V052008

TABLE OF CONTENTS - CONTINUED

User Manual:
(Desktop Version)

TABLE OF CONTENTS

Installing Geriatric Report……………………………………………………………………...………………...1

Single User Edition Minimum Requirements

Server Edition Minimum Requirements

Web Server Edition Minimum

Installing Full Version for Windows

Installing Full Version for Macintosh

Installing Update for Windows

Installing Update for Macintosh

Upgrading the Server Edition of the Geriatric Report……………………………………………………...…………………………………4

Upgrading to the Server Edition for Windows

Upgrading to the Server Edition for Macintosh

Upgrading to the Web Server Edition for Windows

Upgrading to the Web Server Edition for Macintosh

Getting Started with Geriatric Report…………………………………………………………………...……………………5

Starting Geriatric Report for Windows

Starting Geriatric Report for Macintosh

Geriatric Report Interface

Entering The First Data

Registration……………..……………………………………………………………….…………...7

Registering the Geriatric Report

Renewing for Technical Support & Updates

Preferences / Application Setup

Entering the information

Formats

Custom - Custom Fields

Email Settings

FTP Settings

Splash Screen

Drop Down Lists

Display & Print Settings

Logo/Letterhead

Show Text Info Vs. Show Banner on Reports

Password protection

License & Version

Patients ……………………………………………………………………………………………16

Add Patient

Tabbed Panels

Add Payment

Add Charge

Add Late Fees

Print Patient Statement

Forms: Managing Patient Forms

Searching

Sorting

Printing

Printing Labels

Patient Status

Save Patient

Delete Patient

AddressBook/Contacts…………………………………………………………………………...... 23

Adding Contacts / Vendors

Tabbed Panels

Forms: Managing Contact / Vendor Forms

Searching

Sorting

Printing

Printing Labels

Delete Contacts / Vendors

Finance / Cash Flow Report………………………………………………………………………………………….…..26

Create Account

Adding Transactions

Linking Property Address to Transaction

Editing Transaction

Deleting Transaction

Search Transactions

Print Register / Cash Flow Report

Print Checks

Forms / Mail Merge Forms…...…………………………………………………………………….28

Add Form

Printing Forms

Emailing Forms

Import Form

Export Form / Save Form

Placing Patient Fields on Form

Placing AddressBook Fields on Form

Placing Staff Fields on Form

Delete Form

Insurance & Payees…………………………………………………………………………………………..…..30

Add Insurance

Delete Insurance

Messages………………………………………………………………………………….…….…..31

Add Message

Message Status

Assigning Repair Fix Status

Delete Message

Print Message

Staff……………………………………………………...…………………………………………32

Add Staff

Delete Staff

Status / Schedule / Instant Message

Facilities…………………………………………………………………………………….....…….33

Add Location

Delete Location

Calendar…………………………………………………………………………...…………….…33

Viewing Dated Events

Schedule……………………………………………………………………….…………………...34

Creating Events

Moving Events

Resizing Events

Coloring Events

Tabbing

Calendar Navigation

Delete Event

Reports……………………………………………………………...…………..…………………..36

Generating Reports

Generating Report with Print Preview

Pictures / Images Processing…………………………………………………………….……………...……………...37

Importing Pictures

View Pictures

Problem Importing Pictures

Can't Import Pictures

Data / Importing & Exporting………………………………………………………………………...………………....37

Importing Data

Exporting Data

Copy Data File

Backup Data (Manually)

Backup Data (Local)

Backup Data (Online)

Move to a new computer

Generate Quick Report

Data Recovery

Interruption has occurred

Windows & Displays…………………………………………………………………………………...……….41

Close Windows / Close Box

Messages & Notifications…………………………...……………………………………………………...…….41

Error Messages

Update Available Notification

Mobile Module / Palm, PocketPC & iPhone……………………………………………………….……………………………………..42

Palm

PocketPC

Contact Support

Emailing Support

Support Portal

Support Services

User References Manuals

1

V052008

User Manual:
Geriatric Report (Desktop Version)
v2008 Printer Friendly Version

Installing Geriatric Report

Single User Edition Minimum Requirements

Windows
Pentium III
OS: Windows 2000, XP & VISTA
64MB RAM
(128 Recommended)
14" Monitor with 256 colors
800 X 600 monitor resolution

Mac OS
G3 or better processor
Mac OS X 10.3 greater
64MB RAM
(128 Recommended)
14" Monitor with 256 colors
800 X 600 monitor resolution

Server Edition Minimum Requirements

Windows
Pentium III
OS: Windows 2000, XP & VISTA
64MB RAM
(128 Recommended)
14" Monitor with 256 colors
800 X 600 monitor resolution

Mac OS
G3 or better processor
Mac OS X 10.3 greater
64MB RAM
(128 Recommended)
14" Monitor with 256 colors
800 X 600 monitor resolution

1

User Manual:
Geriatric Report (Desktop Version)
v2008 Printer Friendly Version

Web Server Edition Minimum

Windows
Pentium III
OS: Windows 2000, XP & VISTA
64MB RAM
(128 Recommended)
14" Monitor with 256 colors
800 X 600 monitor resolutionRequirements

Mac OS
G3 or better processor
Mac OS X 10.3 greater
64MB RAM
(128 Recommended)
14" Monitor with 256 colors
800 X 600 monitor resolution

Installing Full Version for Windows

Download the Geriatric Report Windows full version to the desktop:

Please click the following link to start the Geriatric Report full version download:

Once the file has finished downloading, open it and press the install button.

It is not necessary to change the install location, the Geriatric Report should be installed on the C drive in the Program Files folder.

If the Geriatric Report is not in the Program Files folder on the C drive, the software may not operate properly.

Installing Full Version for Macintosh

Download the Geriatric Report Macintosh full version to the desktop:

Please click the following link to start the Geriatric Report full version download:

Once the file has finished downloading, the disk image should open on the desktop.

Copy the Geriatric Report X to the Applications folder.

If the Geriatric Report is not in the Applications folder, the software may not operate properly.

Installing Update for Windows

Download the Geriatric Report Update for Windows to the desktop:

Please click the following link to start the Geriatric Report Update for Windows download:

Once the file has finished downloading, open it and press the install button.

It is not necessary to change the install location; the Geriatric Report Update should be installed on the C drive in the Program Files folder.

If the Geriatric Report is not in the Program Files folder on the C drive, the software may not operate properly.

Also, if the Geriatric Report software is not on the C drive in the Program files folder, the update will not install completely.

Installing Update for Macintosh

Download the Geriatric Report Update for Macintosh to the desktop:

Please click the following link to start the Geriatric Report Update for Windows download:

Once the file has finished downloading, the file will unpack its self and will be placed the Geriatric Report file on the desktop.

Move the file named Geriatric Report to the Geriatric Report X folder inside the Applications folder.

Upgrading the Server Edition

Upgrading to the Server Edition for Windows

Download the Geriatric Report Windows Server Update for Windows to the server desktop:

Stop the Geriatric Report Server service or stop the Geriatric Report Server application.

Once the file has finished downloading, open it and press the install button.

After the installation is complete, start the Geriatric Report Server service or Geriatric Report Server application.

Upgrading to the Server Edition for Macintosh

Download the Geriatric Report Macintosh Server Update for Windows to the server desktop:

Stop the Geriatric Report Server service or stop the Geriatric Report Server application.

Once the file has finished downloading, open it and press the install button.

After the installation is complete, start the Geriatric Report Server service or Geriatric Report Server application.

Upgrading to the Web Server Edition for Windows

Download the Geriatric Report Windows Web Server Update for Windows to the server desktop:

Stop the Geriatric Report Server service or stop the Geriatric Report Server application.

Once the file has finished downloading, open it and press the install button.

After the installation is complete, start the Geriatric Report Server service or Geriatric Report Server application.

Upgrading to the Web Server Edition for Macintosh

Download the Geriatric Report Macintosh Web Server Update for Windows to the server desktop:

Stop the Geriatric Report Server service or stop the Geriatric Report Server application.

Once the file has finished downloading, open it and press the install button.

1

User Manual:
Geriatric Report (Desktop Version)
v2008 Printer Friendly Version

After the installation is complete, start the Geriatric Report Server service or Geriatric Report Server application.

Getting Started with Geriatric Report

Starting Geriatric Report for Windows

To start the Geriatric Report software, double-click on the Geriatric Report icon on the desktop.

The Geriatric Report full version installer placed the Geriatric Report icon on the desktop.

Starting Geriatric Report for Macintosh

To start the Geriatric Report software, double-click on the Geriatric Report icon inside the Geriatric Report X folder. For quick access to the Geriatric Report, place the Geriatric Report on the dock.

Geriatric Report Interface

The following areas are available in the Geriatric Report Interface:

  • Patients - Track Patient information
  • Progress Notes - Track Patient - Progress Notes information
  • AddressBook - Track Contacts & Vendors
  • Messages - Track Messages (From Patients, Property Owners, Contacts and Vendors)
  • Calendar - View events on the schedule, such as Fee Due dates for all Patients.
  • Schedule - View Events on the Calendars
  • Insurance & Payees - View Insurance Companies and Payees
  • Staff - Track Staff members in the organization
  • Facilities - Track Facilities & Locations
  • DMS / Diagnosis - Track Diagnosis
  • CPT Codes - Track CPT Codes
  • HCPCS Modifiers - Track HCPCS Modifiers
  • Quick Schedule - Quickly enter new and current patients

Quick Patient In-Take - Quick enter new patients into the software

The Geriatric Report is very easy to use and to navigate to different areas of the application.

The Geriatric Report application contains the following modules: Patients, Progress, and Preferences. Addressbook, Forms, Calendar, Schedule, Timeline, Messages, Finance, Insurance & Payee, Staff, and Preferences.

For example, to access Patient Information, click on Patients. This is true for all areas of the application. Use the palette and the menu bar to navigate around the application. The palette and menu bar displays the key areas of the software.

Entering The First Data

Please use the following steps to get started entering data into the Geriatric Report:

  1. Enter the owner information in the Preferences area.
  2. Place the owner’s information in the Preferences area; name, address, telephone, and all fields in red.
  3. Press Save to save the Preferences information.
  4. Go to the Patients area, and setup the Patients.
  5. To add a new Patient, press the New Patient button and see a blank Patient screen.
  6. There is a pull down option on the General tab that will link a client to a property address.
  7. Enter the clients and the information on the general tab inside clients.

Registering the Geriatric Report

To register the Geriatric Report, click on the Unlock Geriatric Report button on the Registration Window, or go to the Preferences area to the Registration tab. The Preferences area can be found under the View menu item.

Once in the Preferences area, Registration tab. Enter the information on the left side.
Fill in all fields in red.

Make sure to fill in the Company Name, The Name, Address, City, State, Postal Code, Telephone, Email and how did you heard about the Geriatric Report. Then, enter the account number and press the activate account button.

If there are problems with the registration process, contact support via theSupport Portal.

To delete sample clients press the delete button at the bottom.To register the Geriatric Report, click the Unlock Geriatric Report button on the Registration Window or, go to the Preferences area to the Registration tab. The Preferences area can be found under the View menu item. In the Preference area, the Registration tab automatically shows. Enter your the information on the left side.

Fill in all fields in red.

Make sure to fill in the Company Name, The Name, Address, City, State, Postal Code, Telephone, Email and how you heard about the Geriatric Report. Then enter the account number and press the activate account button.

If there are difficulties with the registration process, contact support via the Support Portal.

Preferences - Entering the Information

In the Preferences area, there is a button called "Show Banner

on Reports". If this button is checked the Graphic Banner will

be displayed on reports. If this button is not checked, the

regular company name or organizational name will be

displayed.

To create a banner in the paint program or Photoshop application. The banner must be 600x100.
Show Print Preview - If checked, a print preview will always be displayed before printing.

Show Print Settings - If checked, the print setting option will be shown each time.

<------>
Fonts:
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The font cannot be changed on the Statement and Invoices. Fonts for the notices, agreements and letters can be changed. Go to the Patients notices tab. All forms created can be edited.

Preferences: Formats

Set the formats for Telephone, Postal Code, SS Number, ID Number, I Number, N Number, and Bank Routing Number.

Preferences: Custom (Custom Fields )

Two custom fields for Patients are available. Enter the field label

and it will appear in the Patient area.

Preferences: Email Settings

To send email from the Geriatric Report, the email settings tab needs

to be filled in with correct SMTP information.

Enter the return email address and SMTP address. The return email address is the email address recipients can respond to the email. The SMTP address is the server address of the SMTP server, The SMTP server sends and delivers email. If there is no authorization needed to send email, please lease SMTP User Name and SMTP Password empty.

Preferences: FTP Settings

FTP Settings is for the Web Statements Module

The Web Statement Module automatically places Patients report on a server, so Patients can access those reports. The reports are real time, the most current information on the account. Any changes that occur on the account are reflected on the reports.

The FTP Settings consist of the following:

  • Hostname
  • Username
  • Password
  • Initial FTP Folder
  • URL (Website)

Once the settings are entered, pressing the test FTP connection button can test the connection.

Preferences: Splash Screen

The splash screen is the screen that opens in the center, when the software first begins by default. The splash screen consists of a picture of a beach.

This splash screen can be changed to any picture imported into the software.

Preferences: Drop Down Lists

Go to the Preferences area to the Drop Down List tab.

Once you select the list you wish to edit, you can add, modify, delete, and sort elements in the list.

Always press "Save List", after you have made a list modification.

After upgrading the software, press the "Restore List" to restore the saved list.

Preferences: Display & Print Settings

Show Print Preview - If checked, a print preview will always be displayed before Printing.

Show Print Settings - If checked, the print setting option will be shown every time you print.

Preferences: Logo/Letterhead

In the Preferences area, there is a button called "Show Banner on Reports".

If this button is checked the Graphic Banner will be displayed on reports. If this button is not checked, then the regular company name or organizational name will be displayed.
To create a banner in the paint program or Photoshop application (the banner must be 600x100).

<------>
Fonts:
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The Geriatric Report can process the following image types: pic, pct, jpeg, gif, tiff, bit, png, bmp, psd, tga, pntg, tpic and bps.
Download the free QuickTime player. This plug-in will help process more types of images.

If using a digital camera, reduce the image size to reduce the image size. Images should not be larger than 100K.

Preferences: Show Text Information vs. Show Banner

In the Preferences area, there is a button called "Show Banner on Reports". If this button is checked the Graphic Banner will be displayed on reports. If this button is not checked the regular company name or organizational name will be displayed.

To create a banner in the paint program or Photoshop application (the banner must be 600x100).
Show Print Preview - If checked, a print preview will display before Printing
Show Print Settings - If checked, the print setting option will show every time print on Reports.

Preferences: Password protection

There is no limit to the amount of users that can be added to the system. Access to Viewing records, Create records, Edit records, Delete records, and Print records can be granted.

Access to different areas of the Geriatric Report software can also be obtained.

In the login screen, only the following names should be displayed by default:

Administrator
Guest_BlankPassword

A) Login as the administrator (password is admin)
B) Click on the Preferences icon on the palette
C) Click on the Edit Users button
D) Highlight the user named John Doe
E) Go to the password menu item and select Edit User
F) Change the users name and password here
G) Only change the name and password, nothing else

Do not rename the administrator user.
If the Password/User list has been created/saved, Please use the following steps to save the User & Password Settings:
A) Go to the Preferences area and press the Edit Users button
B) Then, go to the Passwords menu item and select Save Groups.
C) Name and Save the file.
D) Install the upgrade
E) Then, go back to Preferences/Edit Users and load the user file.
Assign users to groups by dragging and dropping users on the groups being granted access.

If users to groups are not assigned, the user will not have access to those areas of the program. Drag and drop users on the groups being granted access.

Users cannot be deleted only renamed.