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Practice Management meridianPM Practice Management System Features The meridianPM Practice Management Suite is the 20-year evolution of four former PM physician information systems from MedEvolve, Inc., refined and updated to accommodate today’s physician practices. Combining the most up-to-date computer architecture with the ease of the Internet, designed to run on the Microsoft Windows 2003/XP platform, with a SQL 2000 relational databases and built to help safeguard confidential patient information, meridianPM is the most effective and economical physician practice management software available. The meridianPM system incorporates all facets of your medical practice, including patient account information, transaction processing, electronic claims, financial and billing management, comprehensive reporting, managed care administration and a custom “home page” designed for the individual user. The suite allows you to verify insurance, update plan membership rolls, determine benefits and co-pay for patients, review charges, payments and adjustments at the individual and family/group billing level...all from a single patient account screen. According to independent surveys, practices using meridianPM application systems report: 1) Reduced posting staff by 60% 2) Recovered cash savings in excess of system costs within a year. 3) Improved staff efficiency and HIPAA compliance for security and privacy. Account Information Manager Your staff is capable of managing countless responsibilities each day. To help further increase their productivity, the meridianPM Account Information Manager streamlines necessary tasks into one efficient, user-friendly and adaptable format to manage all aspects of patient information from one screen. Streamline access to patient information. With the Account Information Manager, patient information is housed according to provider, location, insurers, managed visits, appointments, statements and multiple other criteria. All information is seamlessly interfaced with our Scheduler, Document Management System, and our Advanced Reporting Toolset and Financial Management, in order to view, modify and analyze patient information from a single screen. Update patient data in real time. Your personnel can access patient records from any computer equipped with meridianPM. And, because your patients rely on you for complete confidentiality, meridianPM allows you to set the level of security for each person on your staff using the patient Account Information Manager. By streamlining your practice’s administrative duties through our Account Information Manager, your staff has the freedom to provide your patients with prompt and personal care Account Information Highlights Patient Account Information Single Screen View Patient Tree Active & Inactive Insurance Storage Financial Management Family or Patient Billing Patient Recalls & Reminders Extensive User Defined Security Unlimited User Defined Fields Appointment History Electronic Claims Patient Statement History Online Help Patient Tree Access patient information with a single click of your mouse. Using a single screen view, the meridianPM Patient Tree contains patient details, including: insurance and appointment history, electronic claims, managed care visits, reminders and recalls and more. When you select a patient folder, you view specific patient information on one screen without the need to open individual modules, tabs or multiple windows. By taking advantage of the true Microsoft Windows capability, the Patient Tree view shows patient data at a glance. For example: patient information is displayed by simply hovering over the selected folder attached to the Patient Tree. Dr. Dash As a thriving medical practice, it can be difficult to organize and execute all the duties you have each day, much less organize your time around patient appointments, call schedules and other engagements. Quickly access your information on a single screen with meridianPM Doctor Dash. meridianPM Doctor Dash links directly to the Internet. You can log onto the system each day and access your personal meridianPM “home page.” Dr. Dash customizes specific details of your practice including: daily appointment schedule, revenue and service information, collections details and Microsoft Internet Explorer. meridianPM assures the information you are reading is the most up-to-date. Each person on your staff can customize and access an individual Dr. Dash page to organize and simplify their professional lives. Dr. Dash Highlights Your information brought to your desktop Concise Snapshot — All on One Page Customizable for Any Staff Member - Physician, Practice Administrator, Nurse, Physician Assistant, Clerical Staff Office Appointments, Surgery Schedule, Call Schedule, Meetings and Reminders Financial Data Reports Internet Access and Full Interface with meridianPM Practice Management Suite Appointment Scheduling The meridianPM Scheduler is the most flexible, user-friendly and efficient scheduling system available today. Schedule by multiple selection criteria, color-coded by resource and location, and allow anyone on your staff to quickly identify where and when each physician is working on any day. View multiple resources on one screen to compare calendars and reschedule appointments quickly and efficiently, minimizing inconvenience to patient and staff. The meridianPM managed care interface prompts the user whenever a referral is required for a patient. Information is entered prior to the patient’s arrival — time, money and frustration for your patient and staff are significantly reduced. In addition, the First Available search feature allows your staff member to provide a patient with an appointment most accommodating to his or her schedule and searches by resource, location, category, day of the week, date or time. Call schedules for physicians, nurses, physician assistants and therapists are booked by user-defined periods of time on call, and surgeries are scheduled at the proper location for a defined period of time, while additional resources such as assistants and special equipment can be arranged. Appointment Scheduling Highlights Schedule by Resource, Location and Category Calendar Clock View — with Hover Information Color-Coded for Quick Reference Appointment Finder, Over-Book, First Available Cancellation and No Show Tracking and History Surgery and Call Schedulers Temporary Patient Registration View Unlimited Resources on One Screen Document Management The meridianPM Document Management System allows your practice to have patient records available at your fingertips. Customized forms can be printed with patient data automatically merged into the document. By automating your data entry, you can reduce filing frustration and the potential to misplace documents, allowing the proper personnel secure access to change and update confidential patient information. The meridianPM Document Management System has user defined document templates and organizes online files by user defined groups or patient appointments. Multiple office personnel can access patient records at the same time whether for an inquiry, office visit, procedure pre-certification or claims process. Included with the software is scanning and imaging capabilities. Images such as insurance cards or patient photos scan easily online. To safeguard patient privacy and to comply with HIPAA Privacy provisions, meridianPM™ ensures that only those personnel you choose can view patient records. All documents can be tracked and secured through the meridianPM Document Management System. Document Management Highlights Scanning and Imaging User Designed Templates Integrated with Microsoft™ Word™ and Excel™ Electronic Signature Document Tracking at the Account Level Sound and Video Storage Print, Fax or E-Mail from Your Desktop Financial Management The meridianPM Financial Management system allows you and your staff to simplify your accounts receivable, increase profitability and reduce office overhead for better accounting information and more satisfied patient clientele. Billing can be as unique as the individual who manages it. With meridianPM Financial Management, you can post charges, payments and adjustments multiple ways — by visit transaction, bulk or line item — and manage your accounts receivable in a timely and efficient manner. Visit transaction posting allows the user to post charges, payments and adjustments from the same screen with a patient tree view to the left of the screen for easy access to patient information. Bulk posting provides a quick heads-down entry of charges from stacks of Superbills, and line item posting allows you to enter insurance payments from EOBs. The best way to reduce data entry costs is to eliminate them. meridianPM will automatically post charges from your meridianEMR system. meridianPM will also automatically post the HIPAA electronic remittance sent by your health plans. It also offers automated features that you define. These features include timely insurance filing and re-filing, and automated billing of co-pay and other patient account balances. Financial Management Highlights Charges,Payments, & Adjusts at Visit Level Customize Charge Entry Screen by User Easily Post Charges from Superbills Post Insurance Payments from EOBs File Electronic Claims Track Claims Filing History Easily Re-File Claims Automatically Bill Secondary Insurance Automatically Distribute Payments over an Individual Account, Group Account or Visit Automated Paperless Collections Keeping up with your accounts as they move into collections was never easier with meridianPM Automated Paperless Collections. This simple process for your practice involves setting up a series of collections events that run unattended as the patient rolls through the specific collections incidences. Accounts are system-selected and put through the Automated Paperless Collections process based on parameters within meridianPM. Custom collections letters are set up in a series of events and sent to individual patients at pre-determined intervals. The patient is sent to an internal collector if patients ignore these letters. Accounts that have advanced through the Automated Paperless Collections process without resolution, and need interaction from your staff will automatically appear on the collector’s worksheet on their Dr. Dash screen. All information is visible for phone call, follow-up and review. Payment promises can be notated and additional tools help create payment plans, tickler reminders, and even tracking an individual collector’s progress with specific accounts. Automated Paperless Collection Highlights For Patient and Insurance Balances System Generated Collections Notifications Promise to Pay Arrangement Tracking Multiple Collector Criteria Collector Worksheet View Tracking of Collector Activities Automatically Generated Customized Letters Data Mining for Analysis The balance between patient healthcare and successful management of your practice’s business strategy are two priorities you strive for everyday. Gain a broader and deeper understanding of your practice performance by seeing trends in patient flow, referral rates, reimbursements, and a broad range of productivity measurements. With meridianPM’s Data Mining, you have the ability to analyze information specific to your practice. Beyond the standard 60 + reports available with meridianPM, Data Mining is a software application for in-depth reporting and data mining. By pulling in specific pieces of data from the meridianPM SQL database — grouped into units of information or dimensions — nearly any field in the system “drills down” to smaller sets or levels, visualizing trends over days, months and years. Data Mining also provides two additional means of analyzing practice-specific information: a measure, such as a transaction amount or visit count reported as a numerical value; and a cube, which groups dimensions and measures together utilizing the Microsoft Pivot Tables from Microsoft Excel. The data is accessible on your desktop with Excel compatibility. Understanding the trends in your practice will enable you to make informed decisions about time and expense management and allow you more time to dedicate to your patients. Data Mining For Analysis Highlights In-Depth Analysis of Practice 5 Dimensions of Information and Analysis Appointment Control Patient Transaction Visit Easily Drag and Drop Reportable Information One Click Export to Microsoft Excel