How to use the client screen and Condition Advisor in Massage Office Pro 2016

1. Clients & Condition Advisor

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

3. 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.

4. 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…

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

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

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

8. 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.

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

10. Congratulations! You have successfully entered a new Client.

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

12. 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.

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

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

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

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

17. 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.

18. 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)

19. 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.

20. 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.

21. 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.

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

23. 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”.

24. 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.

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

26. Should you be tracking your Client’s medications, click the
“Medications” button located as shown.

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

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

29. 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.

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

31. 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.

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

33. 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.

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

35. 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

36. 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.

37. 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.

38. 4 user definable fields plus a custom notes field to
keep any information that is specific to your practice.

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

40. 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