MacPractice is pleased to unveil our new web interface, MacPractice Go! MP Go is our replacement and upgrade for our iPad and iPhone Interfaces, accessible from any web-capable device such as an iPhone, an iPad, or a PC/Mac computer. It is primarily designed with iPhone and iPad devices in mind.
We've worked hard to create an elegant user interface with expanded functionality and improved performance. We're confident you'll enjoy using MacPractice Go, and that the ease of use will improve your day-to-day workflow.
This article provides an overview of the functionality contained within MacPractice Go. We'll talk about the general layout and how to perform tasks.
You'll need to ensure that both the Web Client and Domain Management are enabled on your license and configured properly before use. If you have any questions, don't hesitate to contact MacPractice Support for assistance.
One note about clicks and taps: We'll be using 'tap' to indicate when we're navigating and interacting with buttons and options within the Web Client, as it is largely designed with an iPhone or iPad or other mobile device in mind. If you're using a PC or Mac computer to access the Web Client, you'll simply be clicking with your mouse instead.
- Setting up and Configuring the Web Client
- Dashboard and Basic Functionality
- In order to set up MacPractice Go, you will need to first have Domain Management enabled with at least one domain added to your license. You can read more about Domain Management here.
- You will also need to install the MacPractice Go package. This should be located on the download page soon.
- Then, you'll need to access MacPractice Go initially. You can navigate to MacPractice Go by connecting to your domain's URL with /MPGO at the end. For example: mycoolofficedomain.com/MPGO. Some set up steps may be required, follow the prompts as necessary.
- More steps will be detailed out as we learn more.
While a user does not need to extensively adjust the Preferences within the Web Client, they may wish to tweak the settings to their liking. Let's quickly review the options you can change in Preferences. You can adjust your Preferences by tapping the Preferences section in the navigation sidebar.
- Default View: This preference allows the user to determine what's the first view/section they land on when they log into the Web Client. This defaults to the Dashboard, but you can select Schedule, Orders, Patients, or Referrers.
- Auto Logout: This preference allows the user to adjust the auto-logout period. This defaults to 15 minutes, but can range from 5 to 30 minutes. After the time is expired, your user will be logged out of the Web Client.
- Show Appointment Display Colors: If enabled, this preference will show the Appointment Display Colors defined in the MacPractice client in the Schedule Ability underneath the Appointment Display node. This is enabled by default.
- Allow Diagnosis Codes: This preference will display Diagnosis Codes when looking at a patient's procedures on their Clinical Chart or Billing Orders.
- Allow Modifiers: This preference will display modifiers when looking at a patient's procedures on their Clinical Chart or Billing Orders.
- Allow Tooth and Surface: This preference will display Tooth and Surface fields when looking at a patient's procedures in their Clinical Chart or Billing Orders. This is normally only an option for MacPractice DDS or MD users.
When you first log into the Web Client, you'll be presented with the Dashboard screen. The navigation sidebar on the left side allows you to navigate to the different areas of the Web Client and the Dashboard displays how many appointments are scheduled for this calendar day. You can also see the currently open Orders that are accessible by your MacPractice user. A list of all recently viewed patients is also visible from the Dashboard.
It is important to note that if you leave the Web Client unattended, you will eventually be logged out automatically. You can adjust this auto logout period in Preferences.
You can tap on any of these pieces of information to take you to the corresponding section of the Web Client. Tapping the Schedule will take you to today's schedule, and so on.
Below that list, you can tap the search button to search for another patient.
On mobile devices, you likely will not see the sidebar from the dashboard view. Instead, you'll see a "hamburger" style button in the upper left hand corner:
By tapping this button, the navigation sidebar will expand, allowing you to navigate between different sections of the Web Client. We'll expand on each area of the Web Client later in the article.
The Add Button
In the lower right corner, you'll see a floating icon. This is the Add Button. It behaves and appears differently depending on whether a patient has been selected or not. It also behaves and displays differently depending on where we are in the Web Client.
If you're ever looking for a way to add or edit information in a particular section of the Web Client, just look in the lower right corner for a similar button.
With no patient selected, this button will allow you to create a new patient account. You'll be taken to a screen where you can enter in the basic demographics and assign the account provider, patient provider, office, and their default fee schedule.
With a patient selected, this icon changes to a plus icon. Tapping this button (or mousing over it on a computer) will reveal several additional buttons.
From top to bottom:
- New Patient (under an existing account)
- New Appointment
- New Order
- New Vitals
Tapping on these buttons will open a sheet where you can enter in the appropriate information for the item you wish to add. We'll go more into that in the relevant sections.
The Patient section allows you to view and edit patient information. While it contains an abbreviated record of patient information that can be found in complete in the MacPractice software, we can still conduct much of our normal patient business from directly here in the Web Client.
From here, we can see the patient's name and the Patient ID, as well as the Birth Date and the patient's age in parentheses ()s.
In the drop down arrow to the right of the patient information summary, you can expand this further to see the Account Provider, the Office, the Sex (Gender), the Mobile Phone number, and the e-mail of the patient.
The Patient section is split into several sections, which we'll now go into in detail.
- Patient Information: This sub-section contains the basic patient demographics, such as name, address, phone numbers, etc. You can edit this information by tapping the icon in the lower right corner.
- Balances: The Balances sub-section details out the balances for Patient, Insurance, Unapplied, and Account balances.
- Alerts: The Alerts sub-section contains any patient alerts on this account.
- Provider, Office, and Fee Schedule: This sub-section will list out the patient's Account Provider, Patient Provider, Office, and Default Fee Schedule. You can click the "heart" icon in the lower right to edit these fields.
- Emergency Contact: This sub section contains any emergency contacts added to the patient's record.
- Insurance: Contains any insurances added to the patient's record. You cannot edit this field on the Web Client.
- Guarantors: This sub section contains the guarantor information typically located in the Primary/Secondary tabs of the Patient Ability in MacPractice.
The Clinical section contains all the Clinical widgets that can be found in the Clinical Ability of MacPractice. In most cases, you will be unable to edit the information contained within this section with the exceptions of the Orders widget and the Vitals widget.
At the top, you'll see a search bar, which will allow you to filter down to a specific clinical widget. Alternately, you can configure what widgets appear in this page by tapping on the pencil icon. This will bring up the Edit Clinical Widgets window.
By tapping a checkbox, you can toggle whether that particular widget appears in the normal view. You can also tap and drag the "hamburger" icons (the icons with the horizontal lines) to drag around a widget to a different position. We recommend moving your most commonly used widgets to the top, and disabling the widgets your practice will not use. Remember to tap the "Apply" button to confirm these changes.
Back in the Clinical section, you can review any information in a widget by tapping on the widget. If there is a parentheses in the name of the widget, there are records stored in that widget.
Tapping on the Patient Appointments sub section will display all appointments for the currently selected patient. At the top you can see total figures for how many appointments the patient has in the MP database, as well as appointments missed, cancelled, and flagged to reschedule.
If an appointment is tapped, you'll be taken to the Appointment Detail view for this appointment. We'll discuss that more in the Schedule section of this article.
Tapping on the Follow-Ups sub section will list all Recalls or Follow-Ups added to the patient's account.
The Billing Order section allows a user to create a Billing Order. Billing Orders are used to post charges to a patient's ledger, but doesn't post them directly. Instead, it creates an Order that can be used to post charges upon review by the associated Provider.
First, you'll set the Provider in the drop down menu, and then you can add Diagnoses and Procedures by tapping each section and selecting the desired diagnosis codes and procedure codes.
Once you're satisfied with your selections, you can tap the "Create Order" button to create the Billing Order, which a user on MacPractice can then review and post the associated charges.
The Schedule section allows you to view and create appointments.
By default, when you first visit the Schedule section you'll be seeing today's scheduled appointments. At the top you'll see the currently selected day. You can move forward or backwards chronologically by tapping the forward/back dates at the bottom corners. Tapping the date or the calendar icon in the upper left hand corner will bring up a date selection window where you can select the month and date you wish to review.
In the upper right hand corner, you'll see three icons:
- View Toggle: By default, when you navigate to the Schedule, you'll be shown a chronological list of all appointments with details listed underneath about what patient, provider, and resource these appointments are for. By clicking the View Toggle button, you can switch the Schedule View over to something more similar to MacPractice's Schedule Ability's view.
- Refresh: The Refresh button reloads the Schedule, in case any new appointments have been scheduled by a different user after you initially loaded the schedule.
- Filter Appointments: The Filter Appointments button opens up a window which allows you to toggle which resources and providers appear in your Schedule view. You can toggle a particular resource or provider by tapping the checkbox by their name, or you can tap the "All Resources" or "All Providers" toggle to switch them all on or off.
At the bottom, there's also an option available to switch the Appointment Order. By default, this is set to "First to Last", but can be switched to "Last to First".
Once you've finished making your changes, make sure to tap the "Apply Filters" button to save.
In the lower right hand corner, there's a button that allows you to add new appointments. You can also add an appointment by tapping the appropriate timeslot and resource.
Either method will bring up the Patient Search window where you can select the patient you wish to schedule an appointment for. If this is a new patient, you'll need to add them in the Patients View prior to scheduling the appointment. Once you've selected your patient, you'll be taken to the New Appointment screen where you can set or adjust particular details of the appointment.
Once you've adjusted these, tapping "Submit" will create the appointment.
You can utilize the Filters button located in the top right to the right of the Refresh button to open the Filters window, where you can customize what Orders are viewable.
You can filter by Office, Provider, Order Types, Order Statuses, or whether the Order has been signed or unsigned. Simply tap the corresponding checkboxes of what you want to include or exclude, or you can use the "All Offices" or "All Providers" toggles to include or exclude.
Back to the Orders view, tapping on an Order will expand the Order to present more in depth information.
Here we can see the basic information of the selected Order. From here, you can easily view all of the fields typically included in an Order. The Type is displayed at the top, with the Status immediately below, complete with red light if the Order requires action.
You can also view the history and status updates of this Order by clicking the "Status Updates and Notes" drop down. This will unveil the history information of the Order in question.
You'll note that most of this information initially appears to be read-only. To edit an Order, you'll need to tap the Edit Order button in the lower right corner . This opens up the Edit Order window, where you can adjust the fields of an Order, including the Status and who it is assigned to. Keep in mind that for special Order Types, such as a Careslip Charge, you will not be able to edit the type of these Orders.
Make sure to tap the "Submit" button at the bottom of the Edit Order window to finalize changes made to an Order.
You'll first be presented with a search bar upon navigating to the Referrers section. Tap and type in the name of the Referrer that you're looking for, and results will populate. Once you tap on a referrer, you're taken to their info sheet as shown in the screenshot above.
There are two drop downs that expand upon tapping them: Contact Information, and Referrer Notes. Contact Information contains the information you've added in MacPractice for this Referrer in the References Ability underneath the Referrers node.
Referrer Notes contains any information added to the Notes Tab of the Referrer Node in the References Ability in MacPractice.