Do you have questions about your Patient Management Program? Scroll down for quick, easy answers to some frequently asked questions.

Couldn’t find the answer you are looking for? Email PMP Support, or call us at 416-860-7199, or toll-free at 1-800-561-7361.



  1. I can’t find my PMP Manual.

    The PMP Manual is updated with every new version. It is available for download or viewing by clicking here.

  2. How do I add a new practitioner to my PMP program?

    The primary chiropractor in your office and the new practitioner both need to sign a user agreement (PDF) to add a new practitioner to PMP. Once the OCA has received payment of the licensing fee, our Support department will prepare an add-on for your program. It can be provided to you by email, or on a USB flash drive. NOTE: Chiropractors must be OCA members.

  3. How do I post a payment when there is no other activity?

    Go to the patient activity screen and, instead of entering a treatment code at the top of the screen, press F10. This will take you directly to the payment amount box in the lower portion of the screen. Enter the amount of the payment, choose your payment type, check receipt or statement if you need to print either and then click “post.”

  4. How do I process an inventory refund in PMP?

    Click here to upload How to process an inventory refund (PDF 53 KB).

  5. My computer won’t let me edit a transaction before today. What do I do?

    There is an edit date in PMP that prevents changes to your data before a particular point in time. The “Edit Date” function is set under the “Utilities” menu in PMP, and you are not able to add or change transactions before this date. If you need to go back in time and change history, you must change the edit date. BE CAREFUL: If you change information from a previous period you need to re-run reports, including summary sheets. NOTE: Some users may not be able to access “Edit Date” due to the security options being utilized in their offices. Please check with your doctor or office manager if you cannot locate the “Edit Date” function.

  6. What are recommended hardware specifications for PMP?

 Minimum System Requirements

    • Windows Vista
    • 1-gigahertz (GHz) 32-bit (x86) processor or 1-GHz 64-bit (x64) processor
    • 1 GB of system memory
    • Internet connection for program updates and some features

Recommended System Requirements

    • Windows 7 or 8
    • 1-gigahertz (GHz) 32-bit (x86) processor or 1-GHz 64-bit (x64) processor
    • 2 GB of system memory
    • Internet connection for program updates and some features
  1. What does it mean when I see “Doctor of Record” on my summary sheets?

    Every patient in your PMP has a “Doctor of Record” assigned when you input patient information. If you have multiple practitioners in your office it is possible for one patient to be treated by someone other than their original doctor. The total fees charged on each practitioner’s summary sheet will be broken down by doctor of record so that you know whose patients have been treated and the total dollar value. This allows you to break down percentages if necessary.

  2. How can I change the practitioner order on the appointment book screen?

    PMP offers many ways to view all or some of the practitioners on the appointment book. If you are using more than one appointment book, you can move between each book using the space bar. Click here for detailed instructions (PDF 97 KB).

  3. What is the difference between the Daily and Monthly Backup?

    The Daily Backup saves all your patient data and generated report information. The Monthly Backup saves the same information, as well as Documents for Printing, letterhead and letters created using the PMP word processor. The Monthly Backup should be done on the last working day of each month and never recycled. You should use a CD or USB memory stick for backup as they are more reliable than floppy diskettes.

  4. How do I transfer all my PMP information into a new computer?

    Click here for full instructions. 

    Before starting do a PMP Monthly Backup on your current system.

  5. My firewall is blocking PMP access. Is there any way around this?

    PMP uses a protocol named TCP/IP (to communicate to the database server. This type of protocol is typically used by programs to access the Internet. PMP does not use the Internet but firewalls recognize the TCP/IP protocol and may block access to PMP. Typically we use features such as Exclusion, Permissions, and Exceptions within the firewall program to allow access to PMP.

    Click the links below for more information on how to set up firewall exceptions or exclusion:

    For settings within other firewall programs, you may choose the Help function within the firewall program or contact the software vendor.

  6. Where can I find the OCF Forms in PMP?

    Go to Patient Information and select the MVA tab you will find the OCF 18, 21, 23, 3 & 24 are available for completion from within the Patients file.  Tutorials can be found here.