Initial Configuration Guide

From MirrorMed

Here are the general steps to get MirrorMed working. If you just want to see MirrorMed working contact fred trotter for a demo, or load the demo database on the initial install. That should put you at a place where all you need to do is create patients.

Contents

Step 1.

Once you have logged in, go to the admin menu. You must fill out everything in the admin menu from left to right. The layout of the menu is designed to be a kind of configuration wizard. If you start from left to right, then you get all of the interdependencies correct.

You need to have intelligent values for everything in the admin section. Note that some important values only appear after you have created a base value. For instance it is not possible to create providers until you have created a user. It is not possible to create an insurance program until you have created an insurance company.

As you're filling out these forms, notice that you can hover the mouse cursor over the blue links, and you will get more explanation of what goes in the box. Also, if you try to submit the form without required information, you will be presented with the form again, and the required items have a brown background.

Facilities

  1. Add a New Practice
  2. Add a New Building (if you have only one, give it the same name as the practice)
  3. Add a New Room (if you have only one, call it "Visiting Room")

Billing

  1. Add a Fee Schedule (the treatments you give and how much you charge for them)

Payers

  1. Add a Payer (typically insurance companies and self-insurers)
  2. Once you add a payer you will be asked for additional information about them. Necessary to send bills.
  3. To be able to create a valid provider later on, you will need to create a valid insurance program & identifiers for a payer as well. This information will be assigned later to a provider, and without this, the provider will NOT show up as a choice for a patient.

Users

Add at least 1 user. Choose the following:

  1. This user needs to be a "Provider" in it's "Type" property (Note: as of 1.0RC3 it is possible to erroneously change the "Provider" type under Enumerations. DO NOT DO THIS. You will not be able to see any of your users when it comes time to schedule them. And then, changing the value back to "Provider" may not result in full recovery. And you will be forced to reload the db.)
  2. Pick a default building -> room, a nickname and a color
  3. To make life easier, make him a system admin as well
  4. Choose the Insurance program you created in the "payer" section as the default insurance program for this provider

Doing all this should be sufficient to create a default provider for new patients.

There is a bug in the RC3 release which would cause "My Account -> change password" to not show up. The fix is :

  • Edit "menu" table (using phpMyAdmin or some other tools).
  • Locate all the instances of "MyAccount/password" in the "action" field
  • Replace "MyAccount/password" with "User/password"

Schedules

Create a schedule for the provider. Here's an example:

sched1.jpg

Set an "In" and an "Out" time, in the example above the Provider is only available on Wednesday for this week. He is available from 7:00AM to 9:00AM, he isn't available from 9:00AM to 10:00AM (Maybe he makes a house call?,) and returns at 10:00AM. Be sure to set a time for him to leave after he comes back so there is a matching leave time for 10:00AM. (Must have an "Out" time for every "In" time and vice versa)

Patients

If you done all the above, you should now be able to add patients to your database. Go to patients, choose add patient, and you should be able to pick your default provider, the building should already be prepicked for you. Go ahead and create several sample patients.

Step 2.

Create appointments.

  • There seems to be a bug that doesn't allow you to create appointments unless you've logged in as another user besides the default admin account. A quote from Fred states the following:


"I think that you will find that this is a bug caused by the fact that the admin account exists before any locations do... as a result it does not have a default location.

'If you create other accounts they will not have this problem. Also if you really want to fix this for the admin user, you can use phpmyadmin (which I recommend) to change the default location field of the user account to something....

  • Before you do this, make sure you schedule your providers to be available under the Schedules tab in the Admin portal. ( See 1.4)
  • When you click in the "Patient" field, either start typing the last name of the patient (give it a few seconds!) or simply press the down arrow on your keyboard to scroll through your list of patients.

Step 4.

Create encounters from the appointments.

Step 5.

Create claims from the encounters.


This wiki article really needs work... please help!