Clients & Condition Advisor

To access your Clients in Massage Office, just click the “Clients” button on the toolbar.

The “Maintain Clients” window provides access to all client information as well as Sessions (appointments), Billing, Insurance Billing, SOAP notes, Medications and Attached Documents (EHR) for each Client.

All screens in Massage Office are laid out in the same manner. The list of records will always be in the upper left portion of the screen…

All details for that record will be in the center….

And all action or navigation is located down the right side of the screen.

To add a new Client to the system, click the “New” button in the navigation area.

The screen will change to allow you to start filling in the Client information beginning with first & last name. The yellow shaded fields are required in order to save a record. All other fields are optional.

Fill in all desired fields and then click the “Save” button in the navigation area.

Congratulations! You have successfully entered a new Client.

To attach a document to a Client record, click the“Documents” button located in the lower left portion of the Maintain Clients window.

You may store any type of file you wish. Images, Word docs, PDFs, scanned intake forms, website URL, etc. There are two methods to store documents with the

Client record.

The first is to click the “Attach Document” button in the navigation area.

An “Open File” window will appear. Simply select the file you wish to attach and click the “Open”

button.

The file will now be copied to the selected Client’s Attached Documents

folder

The second method is to click the “Scan Document” button in the navigation area.

The “Scan Controller” window will open. If you have a scanner (all-in-one printer) attached to your computer, the controller will list it in the

“Device” box.

If your device does not show up by default, choose it from the drop-down list. Now type the

name you want to save the document under and choose the format in which to save it. (.pdf,

.bmp,.jpg or .tif)

You may also choose to save multiple pages as one pdf file by checking the appropriate box. If the box is left unchecked, it will

create a separate file for each document.

Now simply load your document(s) into your document feeder or scanner bed and click the “Acquire” button. The document(s) will be

scanned and saved in the Client record.

To edit information for a Client, you must click the “Edit” button in the navigation area. While you cannot delete a Client record, you may edit any field on the window.

Edit the desired fields and then click the “Save” button in the navigation area.

To remove a Client record from the active Clients list, click the “Edit” button. Now check the “Inactive” box just below the First Name field. Then click “Save”.

The lower left portion of the Client screen is a tabbed section that provides access to Business info, Custom fields, Condition Advisor and Insurance info.

The “Business” tab allows you to assign a therapist and store basic business information about the Client.

Should you be tracking your Client’s medications, click the

“Medications” button located as shown.

Now click “New” to enter a medication for the Client. As always, the shaded fields are required.

After you have entered in the desired information, click on “Save” to add that medication to the Client record.

Great, now that medication has been logged for the Client. You will note that there is a link to the Web PDR. This link can actually be changed by you, if you have another site you prefer.

The “Custom/Notes” tab provides 4 user definable fields plus a custom notes field to keep any information that is specific to your practice.

The “Conditions” tab provides access to the Condition Advisor data. Choose up to 3 conditions for each Client from over 150 available conditions. Launch the Condition Advisor using the details button to access the details of each condition.

The Condition Advisor provides the spelling, definition, causes, symptoms and audio pronunciation for over 150 different conditions!

Condition Advisor also includes indicated treatments and contraindications as they pertain to your Discipline.We have even provided fields for you to keep your own custom treatments and contraindications.

The Condition Advisor allows you to assign a referral resource to each condition. This can greatly increase your referral business from other healthcare providers.

You can store any files related to each condition. i.e., diets, exercises, articles, images, etc. This is fantastic for creating quick handouts and educational pieces for your Clients

The more you use this feature, the more efficient and organized you become. We also included a custom notes area for any other information you might want to jot down about each condition. The “Scan” feature is also available in this area of the program.

Store all Primary and Secondary insurance info for each Client. The information in this section will transfer to the CMS (HCFA)-1500 for billing insurance.

4 user definable fields plus a custom notes field to keep any information that is specific to your practice.

The information in this section will transfer to the CMS (HCFA)-1500 for billing insurance.

If you research all of the software available for our industry and

compare the features, ease of use and

price, there is only one clear choice.

Massage Office Professional!

We are here to assist you in understanding and using the software. Just call us toll-free at

877-384-0295