MyWay Active Learning Worksheets

Complete. Simple. Affordable.

Workflow for MyWay

• Desktop
• Scheduler
• Registration
• Full Note Composer (FNC)
• Billing (Track Superbills/Process Claims/Patient Statements)
• Document Generation
• Reports

Format for Training will include:

• Top capabilities in each topic to be used in demo situations
• Bonus/Advanced Items – Anchor Stories
• Fill in the Blank Information per topic
• Select Employee Demo per topic for the Class
• Exercises/Homework

Active Learning Exercise - Desktop

1. Configure your desktop to have a 3 pane display.

2. In the 1st pane set the “Calendar” as the Primary Control and the “Waiting List” as the
Secondary Control.

3. In the 2nd pane set the “Message Counts” as the next Primary Control, “Notes” as the
Secondary Control which to display as a split pane underneath the Message Counts
screen on the Desktop.

4. Include the Bottom Panel and add a Web Part as the Primary control.

5. Click OK.

6. Add the Web Part* you want to display on the desktop.

*Note:

In the Web Part pane click on “Google Home Page Content” – find the Web Part you want to
display and click on the link name – click on “Add to your Webpage” – scroll to the bottom
of the screen and click on “Get the code” – a box will display with the code – click in the box
and highlight the code - copy the code (Ctrl + C) – close the window. On your desktop click
on “Edit Web Part” – when the box opens paste the code (Ctrl+ V) and click “Save Web
Part”.

MyWay Active Learning Worksheets/Exercises – Page 1

Active Learning Exercise - Messaging
1st Exercise – Create an RX Refill Message

1. Initiate a message from the desktop.

2. Select the New Rx Refill message.

3. Choose Riley Jones as the patient the Rx Refill is for.

4. Assign the message to the Sales Admin user.

5. Choose the Provider as Dr. Bloggs.

6. Enter Xanax as the medication requested.

7. Click OK.

Step 2 – Respond to the Rx Refill Request –

1. Open Rx Refill message.

2. Attach Refill for Xanax by adding a “New Drug”.

Add in the following information:

1 Tablet PO QD for 30 days with 0 refills.

3. Add any internal comments if needed.

4. Add a note on the Notes tab that the Rx was called into Pharmacy.

5. Uncheck “Print Prescription when Message is Completed”.

6. Complete if you are done with message.

7. You should receive a message back that shows the Rx Refill Message was completed.
Open that message and complete to remove from Messages.

3rd Exercise – Create a Message Filter

1. Go to Message Filters.

2. Create a new message filter for Rx Refill Message types.

 MyWay Active Learning Worksheets
Complete. Simple. Affordable.
3. Click Save As and Name the message filter.

4. Add the message filter you created to your Message Filer field on your desktop.

Desktop – Calendar - Messaging

Capability Benefit Business Driver

Customize Desktop

Messaging

Quick Links

Customize Schedule View

Active Learning Exercise – Appointment Scheduler

1. Schedule Sean Citizen to be next Monday by Dr. Bloggs for a New Patient
appointment.

MyWay Active Learning Worksheets/Exercises – Page 3

 2. Schedule Gene Atkinson to be seen next Monday by Dr. Bloggs for an office visit
for hypertension.

3. Schedule Don Nadie to be seen Thursday afternoon by Dr. Bloggs for sore throat
& fever.

4. Schedule Charlie Nee to be seen Monday with Dr. Bloggs for abdominal pain.

5. Schedule follow-up appointments for Sean and Sile Citizen to be seen on

Thursday 2 weeks from now.

6. Schedule a procedure visit for Judy Roe to be seen this Friday by Dr. Bloggs. For
this procedure visit, the patient also needs to get an Procedure. Since there is only
one Procedure room that is shared by the practice, please also book an
appointment using the “Procedure” calendar. (Remember to use Resource
Scheduling.)

7. Sean Citizen called and asked to be seen next Monday at 2 PM instead of his
appointment in 2 weeks. Reschedule the appointment for the upcoming Monday.

8. Sile Citizen called to cancel the follow up appointment in 2 weeks. Cancel that
appointment.

9. Gene Atkinson needs to cancel his appointment for next Monday. Change the
appointment status appropriately.

10. Schedule any patient for an appointment today.

11. Check-In one of the patient’s on your desktop. Post a fifteen dollar copay on their
account.

Appointment Scheduler

Capability Benefit Business Driver

Waiting List

Resource Scheduling

Ability to Open Multiple

 MyWay Active Learning Worksheets
Complete. Simple. Affordable.
Calendar’s

Color Coordinated
Appointment Types

Associated Time to
Appointment Types

Active Learning Exercise - Patient Registration

1. A new patient has arrived. Enter the demographic information (Information
Below).

Patient Registration Form

PATIENT INFORMATION

First Name: Juan Last Name: Perez Middle Initial: A

Address, City, State, Zip: 8566 Sutton Place, Raleigh, NC 27617
Home Phone: 919- 872-8102
Work Phone: 910-888-5678
Cell Phone: 919-556-9326
Sex: Male
Martial Status: Married
Dominant Hand: Right
Birth Date: May 17, 1969 SS #: 011-88-9987
Email: juanperez@gmail.com

SECTION – A

PRIMARY INSURANCE INFORMATION

MyWay Active Learning Worksheets/Exercises – Page 5

Insurance Company: Blue Cross/Blue Shield
Name of subscriber Juan A. Perez
Policy/Group/ID #: 12345698716/ 272550000001
Copay: PCP-$10.00, Specialist-$20.00, Other-$50.00
Emergency Contact & Phone #: Juanita Perez 919-596-8954
Pref. Pharmacy & Phone #: CVS Main Street 919-466-8412

2. The same patient above needs to have a remark entered stating that “The
patient is hard of hearing”. Have this remark show in “Scheduling” and
“Clinical” sections.

Patient Registration

Capability Benefit Business Driver

OCR Card Reader

Copy Contact Feature

Multiple Accounts

Health Maintenance Rules at

Check-in

Collect Copay at Check-in

 MyWay Active Learning Worksheets
Complete. Simple. Affordable.

Active Learning Exercise - Full Note Composer (FNC)

Patient Sile Citizen is being seen by the Dr. Bloggs today at 2:00 p.m. Open a new chart note and
enter the vitals below
1. Vitals Entry
a. Weight: 211 lbs
b. Height: 5 feet 11 inches
c. Temperature: 97.9 Fahrenheit
d. Method: Oral
e. Heart Rate: 80
f. Regularity: Regular
g. Blood Pressure: 120/80
h. Location: Right Arm
i. Position: Sitting
j. Method: Manual

2. Chief Complaint Entry

a. Add the following Neurologic symptoms: dizziness, headache, vision change.

3. History of Present Illness Entry

a. Enter symptoms for dizziness – quality = feelings of unsteadiness,
onset/resolution = sudden in onset, onset of symptoms = 2 days ago and
Limitation of Activities = moderately limits.
b. Enter symptoms for headache – location = in the frontal area, quality = constant,
onset and resolution = sudden in onset and Onset of Symptom = 2 days ago.
c. Enter symptoms for vision changes – location = in both eyes, quality = blurred
vision, onset and resolution = sudden in onset and Onset of Symptom = 2 days
ago.

4. History
a. Medical history - migraines since 1997.
b. Surgical history - knee surgery in 2000, tonsillectomy in 1987.
c. Medication history - currently taking Imitrex 50 mg Tab when needed (PRN),
Allegra-D 12 hour Oral.
d. Family history – brother has prostrate cancer.
e. Drug Allergy – no known allergies.

5. Review of Systems Entry

MyWay Active Learning Worksheets/Exercises – Page 7

 a. The provider would like to document group normals on Constitutional System,
document group normals on Neurologic System except dizziness, headache and
vision change are positive findings.

6. Physical Exam Entry

a. Use the Full Exam – Neurology.
b. Constitutional – all normal - mark using select all on that system.
c. Eyes – all normal except Right eye vessels – focal narrowing of arterioles is a
positive finding.
d. Neurologic System – Sensation – mark normal. Coordination –normal – mark
all.
e. Psychiatric System – Appearance –normal – mark all. Speech – all normal
except reading impaired is a positive finding.

7. Document Diagnosis as Classic Migraine Intract (346.01).

8. Prescribe Imitrex 50 mg Tab as the medication. Use the Dosing Suggestion for
Migraines (Age Range 15 years to 64 years) for the 50 mg dosage. Enter the quantity of
1 and set this as your Default SIG.

9. Services Performed
a. 99213 – Associate the Diagnosis to this service performed.

10. Services Ordered

a. 70551 – Associate the Diagnosis to this service ordered.

11. PI Entry
a. Patient will return in 1 month.
b. Attach Education Forms for Migraine – Migraine Headache: Brief Version and
Migraine Headache: Brief Version: Related Topics.

12. Close the note and complete the checkout process.

a. Set Appointment Status to Ready to Discharge should default to checked.
b. Require Superbill should default to be checked.
c. Change Superbill setting to Ready to Review.
d. Generate Document – select Chart Notes and click OK to view.
e. Save as - change to Complete Note.
f. Click OK.

Full Note Composer (FNC)

Capability Benefit Business Driver

Adaptive Learning

Common Problem Palette -

Standard check-up, chronic
 MyWay Active Learning Worksheets
Complete. Simple. Affordable.
visits

E&M Guidelines

Intelligent Navigation

Active Learning Exercise - Billing

1. Post a Superbill with the status of “Ready to Submit”. *Note: This is a new
superbill which means you will open up the Patient’s Account (Demographics),
Click on New-Superbill. Use the Information below to post the charge.

Provider: Dr. Joe Bloggs

Service Site: Raleigh Internal Medicine
Diagnosis: 250.00, 401.9
Procedure: 99213 (Attach both Dx to CPT)
36415 (Attach 250.00)

3. Post the below Insurance Payment for a patient. Consider the following an
example of an EOB and post each payment.
Patient Name SVS Date Proc Billed Allowed Payment Adjustment
BCBS- Superbill 58
Sile Citizen 0XXX09 99213 125.00 60.75 60.75 64.25
Totals 125.00 60.75 60.75 64.25

1. Post a fifty dollar payment (Check #4103) to Gene Atkinson account.

2. Open the Patient Ledger for Gene Atkinson.
3. Drill into Superbill 25
4. Change the diagnosis from 280.9 to Iron Deficiency Dietary (280.1).

Billing

Capability Benefit Business Driver

MyWay Active Learning Worksheets/Exercises – Page 9

Payerpath

3M Coding Tool

Interactive Reporting

Reports

Capability Benefit Business Driver

Hyperlinks in reports to data

Save filters

Complete. Simple. Affordable.