Did you know A few SAM Tips

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Did you know? A few SAM Tips

• This presentation will review some of the tips
  and tricks that might enhance your SAM experience.

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Access to the User Guide 1
You can click on the Help Menu and select User
Guide to open the User Guide.
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Access to the User Guide 2
Once the User Guide is open you can click on any
title in the table of contents to go directly to
that page.
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Access to the User Guide 3
Or you can choose the menu option File Find to
locate any user guide information based on key
words.
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You can always find our contact information
Select menu option Help About
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Date Fields

• Date Fields
• T or t Move to todays date in the calendar
• Enter Accept current date and exit calendar
• Esc Return to original date and exit calendar
• Click on left arrow to move back one month
• Click on right arrow to move ahead one month
• Click on month to select a month
• Click on year, then click on down arrow to go
  back one year
• Click on year, then click on up arrow to forward
  one year
• Click on today to go to todays date
•  

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You can login as a different user, or change
offices without having to logout of SAM

• Select menu option Login Select Office User

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You can see what User Name you are logged into
(Release 1.1.6)

• Displayed is
• SAM gt Office User Name

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You can find out who is logged into SAM

• Select menu option Maintenance Check Login
  Count.

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Report Options

• You can define a title specifically for the
  report you are about to generate but entering it
  on the report options screen in the User Title
  field.
• You can also direct the report output using this
  screen to any of the following
• Excel
• DBF file (such as Microsoft Access)
• Comma Delimited ASCII file

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You can avoid using the mouse
Alt P
Alt O
Alt E

• Many fields or buttons in SAM show
  mnemonics which are hot keys to place focus on
  the field or click the button. Press the Alt
  key the underlined character.

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You can avoid using the mouse
Find (Ctrl-F)
Ctrl F

• Many buttons will show a tool-tip if you
  hover on the button. Included in the () is the
  hot key for this button.

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Other Keyboard Tricks

• Tab Key
• Tab navigates forward trough controls on the
  screen without making changes. If you use the
  enter key it could change the selection on any
  radio buttons.
• ShiftTab navigates backward through the
  controls.
• SpaceBar
• When on selection group control (radio buttons
  like sex on the client screen), SpaceBar selects
  the option with focus.
• When on a check box control, SpaceBar key toggles
  the value of the checkbox.
• When on a drop-down control, SpaceBar displays
  the drop-down list.

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Other Keyboard Tricks (cont.)

• F2
• Pressing F2 (or right click) when focus is on a
  Comment field, expands the comment window.
• Print Screen
• CtrlShiftP, captures image of current window
  and gives you the option of what printer to send
  it to.

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Other Keyboard Tricks (cont.)

• Right Click (Your other Right!)
• Right Click on a date field displays the calendar
  control.
• Right Click or (F2) on a Comment field expands
  the comment window.
• Right Click on visit displays the menu options.
• Right Click on Black Comment Bar on Schedule
  expands the comment window.
• Calculator Controls
• Without opening the calculator control, you
  may type arithmetic expressions such as
• 105 enter to fill in the field with 15
• 13.21 enter to fill in the field with 2.73

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Physician UPINs

• Physician UPINs are required on Plans of Care
  (POC) and claims. A physician database is created
  in Care Manager. Each physician added to the
  database must have a unique UPIN in SAM. The
  information below describes how UPINs should be
  entered in SAM.
• A physician UPIN in SAM may be up to 12
  characters.
• A standard UPIN begins with an alpha letter and
  is followed by 5 numeric digits.
• If the UPIN is standard, it shows as is on POCs
  and claims.
• If a UPIN has less than 3 characters, the claim
  will show OTH000

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Physician UPINs (continued)

• If the UPIN is at least 3 characters and is
  prefixed with one of the following prefixes
• INT the claim will show INT000. Prefix is used
  for INTERNS without standard UPINs.
• PHS the claim will show PHS000. Prefix is used
  for Public Health Service physicians.
• RET the claim will show RET000. Prefix is used
  for RETIRED physicians.
• RES the claim will show RES000. Prefix is used
  for RESIDENT physicians.
• VAD the claim will show VAD000. Prefix is used
  for Veterans Administration physicians.
• OTH the claim will show OTH000. Other physicians
  without standard UPINs.
• Any other non-standard UPIN will show as OTH000.
• Note 1 SAM allows you to add UPINs up to 12
  characters long, but will only show the first six
  characters on claims and Plans of Care (POC).
  This allows you to add UPINs such as A12345A and
  A12345B for physicians who may have more than one
  office with different addresses, etc. Only
  A12345, shows on claims and POCs.
• Note 2 For a physician who does not have a UPIN,
  OTH000 is typically used. However, since each
  physician in SAM must be unique, we recommend
  using the prefix OTH followed by a unique name
  for the physician, such as OTHSMITHJOHN. As noted
  in the list above, SAM will convert this to
  OTH000 on claims and POCs.

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You can select non contiguous items in a list

• Click on the 1st item, then holding down your
  Ctrl key, click on the 2nd, 3rd,4th, etc. To
  select contiguous items, click on the 1st item,
  then holding down your Shift key, click on the
  last item.

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You can double-click on visits

• Double click on a visit from the Client view and
  information for the Employee is displayed.

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You can double-click on visits

• Double click on a visit from the Employee view
  and information for the Client is displayed.

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You can quickly get to a client or employee name

• While a client or employee name is highlighted,
  quickly type in the first few letter of the name
  you are searching for.

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How to get the Transmit button enabled
You must select a Payer!
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You can create a claim for a invoice
Select the invoice(s) and click the Create Claim
button.
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To Improve Performance

• In save disk space and improve performance you
  can clean up your temporary files folders
• Note You should close all running programs
  before deleting any temporary files!
• Delete files in the folder c\program
  files\riversoft\sam20\temp.
• Delete files in the folder c\windows\temp (or
  equivalent of the windows folder.)

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There are presentations

• Tutorials available for download from our website
  at www.riversoft.net on the support page
• Compliance Checking explains in detail how to
  use compliance checking in SAM.
• SAM and Medicare PPS explains in detail how to
  do Medicare PPS billing in SAM.
• SAM AR is a overview of SAMs Billing Manager.
• SAM Payroll is an overview of doing payroll in
  SAM.
• SAM Tips and Tricks this presentation.