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Making Changes to your PMP

There are many times when changes need to be made to your PMP program. You may have a new associate joining your practice or one practitioner replacing another. An associate may leave, and perhaps want to take their patient files to input into their own PMP program. You may also have someone joining you who uses PMP in another facility. Whatever your needs, we’ve probably come across it before – and we have ways of managing most things. Below we have listed some common changes for PMP and the associated costs and procedures.

  1. Adding a Practitioner

    To add a practitioner to your PMP program complete the Ontario PMP Order Form and User Agreement. The form is available:

    • by clicking here if you are a chiropractic office within Ontario
    • by clicking here if you are a chiropractic office outside of Ontario
    • by clicking here if you are a non-chiropractic office
    • on the PMP CD. Once you have opened the CD go to Brochures and Order Forms 
    • by calling the support line at 416-860-7199 or 1-800-561-7361 
    • by emailing the support line at support@chiropractic.on.ca 

    Note: Confirm that you have the current order form by reading the date on the lower right of the form. 

    Once the form has been completed and the payment processed (usually within 10 business days) you will receive an email containing the order. The process for adding the new practitioner to your PMP is clearly detailed in the accompanying instructions. This process should take less than 5 minutes to complete. To simplify this process please make sure that you provide an email address that does not remove or block attachments, i.e. not a hotmail or g-mail account.

    The costs for adding practitioners are detailed on the order forms.

  2. Deleting a Practitioner

    Deleting a practitioner will remove the practitioner from the tab list across your PMP appointment book and from the drop-down menus but it will not delete any patients or patient information. During the deletion process, you will be prompted to assign a new Doctor of Record to all of the patients who are currently assigned to the practitioner that you are deleting. All transaction history for the departing practitioner will remain. If you would like to delete the transactions performed by the departing practitioner, please choose the Extract a Practitioner program.

    Backups can be restored to view deleted information.

    There is no charge for this utility. Order by contacting PMP Support.

  3. Extracting a Practitioner

    This program will extract a practitioner from your Patient Management Program. This means that the practitioner will be removed as well as all patients who have that practitioner as their Doctor of Record. All transaction history with the extracted practitioner will be removed. A copy of the patient file will remain on the system when the patient has been treated by another practitioner in your office. All transaction history with the other practitioners will also remain.

    You will be prompted to assign a new Doctor of Record during the extraction process for all the patients who have been treated by another practitioner in your office.

    During the extraction process a backup will be created for the extracted practitioner that includes the practitioner, his/her patients, all transaction history with the extracted practitioner, and a copy of any patient files belonging to other practitioners if the patient was treated by the extracted practitioner. Only treatments with the extracted practitioner will be included. The backup can then be used by the departing practitioner to install in his/her own PMP program.

    There is no charge for this utility. Order by contacting PMP Support.

  4. Merging Existing PMP Users

    On occasion practitioners will join forces and combine their existing practices. If they are both using PMP we have a process to combine the separate PMP’s into one database. Additional charges apply. Contact support for details.

  5. Convert Case

    PMP has a function to create forms and letters to your patients which are personalized with information pulled from the patient file. If your patient information was input using UPPERCASE text the documents you create will look like form letters and will not appear personalized.

    We have a fix for that! A utility program has been created that will change all patient information to title case, the appropriate combination of uppercase and lowercase. This utility is available at no charge and takes approximately two minutes to run. It is located on the PMP CD. Print instructions by opening the following file: Convert Case.pdf.


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