User Manual - Iron Comet Consulting, Inc.

User Manual - Iron Comet Consulting, Inc.
Medisoft Network Professional
Medisoft Advanced
Medisoft
User Manual
March 2009
Version 15
Software registration required
You must register your Medisoft program. Full instructions on how to register are part of the
installation instructions you printed out prior to installing the program.
Proof of ownership
KEEP YOUR SERIALIZED SOFTWARE, even if damaged or obsolete. It is your proof of
ownership.
McKesson Provider Technologies
Physician Practice Solutions
5995 Windward Parkway
Alpharetta, Georgia 30005
Sales:
800.333.4747
Support:
800.334.4006
Fax:
916.267.6281
Web:
www.medisoft.com
Table of Contents
PREFACE
I
Copyright
i
END USER LICENSE AGREEMENT
i
CHAPTER 1
1
Setting up the Practice
Billing Services
Setting up Multiple Practices
Practice Type
1
1
2
2
CHAPTER 2
3
Medisoft at a Glance
Menu Bar
File Menu
Edit Menu
Activities Menu
Lists Menu
Reports Menu
Tools Menu
Window Menu
Services Menu
Help Menu
Toolbar
Shortcut Bar
Keystrokes and Shortcuts
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3
3
3
3
3
3
3
3
4
4
4
4
4
CHAPTER 3
7
General Practice Setup
Open Practice, New Practice
Backup Data, View Backups, Restore Backups
Program Date
Program Options
General Tab
Data Entry Tab
Payment Application Tab (Advanced and above)
Aging Reports Tab
HIPAA Tab
Color-Coding Tab (Advanced and above)
Billing Tab (Advanced and above)
Audit Tab
Security Setup
Medisoft Standard Security
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7
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8
9
10
11
11
12
13
15
16
16
Global Login
Login/Password Management
Permissions (Advanced and above)
File Maintenance
Rebuild Indexes
Pack Data
Purge Data
Recalculate Balances
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17
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17
17
18
18
Tutorial Practice
User Setup
Group Setup
Permissions
Login/Password Management
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CHAPTER 4
21
Setting Up the Practice
Procedure, Payment, and Adjustment Codes
New Procedure Codes and Accounting Codes
General Tab
Amounts Tab
Allowed Amounts Tab (Advanced and above)
MultiLink Codes
Diagnosis Codes
Provider Records
Address Tab
Default Pins and Default Group IDs Tabs
PINs Tab
Eligibility Tab
Provider Class Records
Insurance Carrier Records
Address Tab
Options Tab
EDI/Eligibility Tab
Codes Tab
Allowed Tab (Advanced and above)
PINs Tab
Insurance Class Records
Address Records
EDI Receiver Records
Referring Provider Records
Address Tab
Default PINs Tab
PINs Tab
Billing Code List
Contact List (Advanced and above)
Default Printer Selection (Advanced and above)
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29
Tutorial Practice
Opening the Practice Record
Creating a New Procedure Code
Editing Procedure Codes
Creating a MultiLink Code
Creating a New Diagnosis Code
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31
31
31
Setting up a New Provider Record
Setting Up a New Insurance Carrier Record
Creating a New Address Record
Setting Up a Referring Provider Record
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34
CHAPTER 5
36
Patient Record Setup
Patient List
Set Up
Setting Up the Chart Number
New Patient Setup Window
Patient Quick Entry Overview
Custom Patient Designer (Advanced and above)
Setting up a Case
Custom Case Designer (Network Professional only)
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39
40
Tutorial Practice
Entering Patient and Case Records
Setting Up a New Patient Record
Opening a New Case
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41
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CHAPTER 6
46
Transaction Entry
Start with a Chart Number
Entering a Charge in Transaction Entry
Entering a Payment or Adjustment in Transaction Entry
Apply Payments or Adjustments to Charges
Unprocessed Transactions
Communications Manager Overview
Patient Treatment Plans (Network Professional only)
Print Receipts, Create Claims
Billing Charges (Advanced and above)
Quick Ledger (Advanced and above)
Quick Balance (Advanced and above)
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51
Tutorial Practice
Transaction Entry
Transaction Documentation
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52
53
CHAPTER 7
54
Claim Management
The Claim Manager’s Job
The Claim Management Window
Header
Grid
Buttons
Creating Claims
Editing Claims
Printing Claims
Troubleshooting Insurance Claims
54
54
55
55
55
56
56
57
58
58
Reprinting Claims
Listing Claims
Changing Claim Status
Entire Batch
Selecting Multiple Claims
Sending Claims to a File
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58
59
59
60
60
Tutorial Practice
Claim Management
Creating Claims
Editing Claims
Sending Claims
Changing Claim Status
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62
CHAPTER 8
64
Statement Management (Advanced and above)
Statement Management Window
Header
Grid
Buttons
Creating Statements
Editing Statements
Converting Statements
Printing Statements
Reprinting Statements
Listing Statements
Changing Statement Status
Entire Batch
Selecting Multiple Statements
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Tutorial Practice
Statement Management
Creating Statements
Editing Statements
Sending Statements
Troubleshooting Statement Printing
Patient Remainder Statements (Advanced and above)
Changing Statement Status
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CHAPTER 9
73
Deposit/Payment Application (Medisoft Advanced and above)
EOB Payments
Managed Care
Capitation Payment
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75
75
Tutorial Practice
Creating a New Deposit
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75
CHAPTER 10
78
Collections and Revenue Management
78
Collection List
Add Collection List Items
Patient Payment Plans
Collection Letters
Customizing Collection Letters
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79
Revenue
Billing Cycles
Claim Rejection Messages
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79
Small Balance Write-off
Writing off a Balance
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79
Tutorial Practice
Creating Collection List Items
Adding a Collection List Item
Patient Payment Plans
Collection Letters
Customizing Collection Letters
Writing off Small-Balances
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80
81
81
82
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83
CHAPTER 11
84
Electronic Services
Electronic Claims Processing
Customizing Statements
Eligibility Verification
Eligibility Verification Setup
Eligibility Verification Results
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84
84
84
84
85
CHAPTER 12
86
Reports Overview
Setting up a Reports User
Report Procedures
Printing a Report
Viewing a Repot
Searching for a Specific Detail in a Report
Exporting a Report
Available Reports
Day Sheets
Analysis Reports
Aging Reports
Production Reports (Network Professional only*)
Activity Reports (Network Professional only*)
Collection Reports (Advanced and above)
Audit Reports
Patient Ledger
Guarantor Quick Balance List (Network Professional only*)
Standard Patient Lists
Custom Report List
Other Report Functions
Load Saved Reports
Add/Copy User Reports
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Receive/Send Reports Through Medisoft Terminal
CHAPTER 13
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95
Medisoft Report Designer
Report Designer
Report Designer Menu Bar
Toolbar
The Format Grid
Report Properties
Field Properties
Standard Properties
Text Field Properties
Data Field Properties
Calculated Field Properties
System Data Field Properties
Shape Field Properties
Images Field Properties
Data Fields and Expressions
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100
100
101
101
Tutorial Practice
Repositioning the CMS-1500 form
How To Revise an Existing Report
How To Create a New Report
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101
102
103
CHAPTER 14
Office Hours
Introduction
Starting Office Hours
Accessing Office Hours from Other Programs
Office Hours Setup
Setting up Provider Records
Setting up Patient Records
Setting up Case Records
Setting up Resource Records
Setting an Appointment
Repeating Appointments
Entering Breaks
Setting Up Repeating Breaks
Moving/Deleting Appointments
Changing Appointment Status (Office Hours Professional)
Moving an Appointment
Deleting an Appointment
Patient Recall (Office Hours Professional Integrated)
Multiple Booking Columns
Program Options
Appointment Length
Views (Office Hours Professional)
Appointment Display (Office Hours Professional)
Security Setup
Reports in Office Hours
Appointment List
Appointment Status (Advanced and above)
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112
Printing Superbills
Tutorial Practice
Entering Resources
Entering Appointments
Repeating Appointments
Setting Breaks
Creating Reason Codes
Creating Templates (Office Hours Professional)
Creating Multi Views (Office Hours Professional)
Using the Wait List (Office Hours Professional)
CHAPTER 15
Work Administrator
Introduction
Assignment List
Filters
Tasks
Rules
APPENDIX A
Where to Find Help with Medisoft
Support Options
Using Online Help
Medisoft Web Site
Training Options
Local Value-Added Resellers
Technical Support
Updates and Changes
APPENDIX B
New Features in Medisoft 15
APPENDIX C
Converting Data
Converting from Windows Version 5.5x or Higher to Medisoft 15
Converting from Windows Version 5.4x or Lower to Medisoft Version 15
Multiple Practice Conversion Process
Medisoft MS-DOS Users Converting to Windows
Bringing Over Account Detail from Another System
APPENDIX D
Medisoft Terminal
Receiving Reports from a BBS
Program Options
Dial Options
Modem Tab
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ID and Extra Tab
Dialing a BBS
Sending and Receiving Files
Receive File
Answering
APPENDIX E
Archiving Overview
Medisoft Archive Wizard window
Setting Up Archiving Permissions
To Set Up Archiving Permissions
Archiving Cases
To Access the Archiving Module and Archive a Case
Restoring Archived Cases
To Access the Archiving Module and Restore a Record
Printing Log Reports
To Access the Archiving Module and Print a Log Report
APPENDIX F
Glossary
INDEX
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Preface
Copyright
Medisoft and documentation Copyright © 2009 McKesson Corporation and/or one of its
subsidiaries. All Rights Reserved.
END USER LICENSE AGREEMENT
NOTICE: BEFORE PROCEEDING, PLEASE READ THE FOLLOWING LEGAL AGREEMENT
WHICH CONTAINS RIGHTS AND RESTRICTIONS ASSOCIATED WITH YOUR USE OF THE
MCKESSON SOFTWARE AND ANY DOCUMENTATION PROVIDED TO YOU BY MCKESSON
INFORMATION SOLUTIONS, LLC OR ITS AFFILIATES.
This End-User License Agreement ("EULA") is a legal agreement between you, either an
individual or a single entity ("End User" or "You") and McKesson Information Solutions LLC, on
behalf of itself and the McKesson Affiliates ("McKesson") for the Software and Clinical Content,
as those terms are defined in Section 1.1.1 below, that McKesson provides to End User. By
installing, copying, or otherwise using the Software or Clinical Content, You agree to be bound by
the terms of this EULA. If You do not agree to the terms of this EULA, You may not install or use
the Software.
AS FURTHER DESCRIBED BELOW, USE OF THE SOFTWARE ALSO OPERATES AS YOUR
CONSENT TO THE TRANSMISSION, FROM TIME TO TIME, OF CERTAIN COMPUTER AND
SOFTWARE USAGE INFORMATION TO MCKESSON.
If You have previously entered into a written license agreement directly with McKesson or any of
its predecessors, including but not limited to Physicians Micro Systems, Inc., for license of the
Software, then this EULA does not apply to You, even if You click "accept" to continue
installation.
If You did not obtain the Software either directly from McKesson or from an authorized McKesson
reseller, or if You have not paid either McKesson or an authorized McKesson reseller in full for
this license, then this EULA offer is rescinded and You are not authorized to install or use this
Software. The term of this EULA ("Term") commences on the date the End User first installs the
Software and continues until terminated pursuant to Section 2.5.1.
SECTION 1: SOFTWARE
1.1
Software and Clinical Content.
1.1.1 Definitions
(a)
"Clinical Content" means medical or clinical information such as terminology,
vocabularies, decision support rules, alerts, drug interaction knowledge, care pathway
knowledge, standard ranges of normal or expected result values, and any other clinical content or
rules provided to End User for use with the Software, together with any related Documentation.
Clinical Content may be either (a) owned by McKesson or (b) owned by a third party and
sublicensed to End User under this EULA.
(b)
"Concurrent User" means a Permitted User identified by a unique user ID issued by End
User that is one user out of a maximum number of users permitted to access the Software
simultaneously.
(c)
"Confidential Information" means any information or material, other than Trade Secrets,
Preface
i
that is of value to McKesson and is not generally known to third parties, or that McKesson obtains
from any third party that McKesson treats as confidential whether or not owned by McKesson.
Confidential Information shall not include information that You can show is: (1) known by You at
the time of receipt from McKesson and not subject to any other nondisclosure agreement
between the parties; (2) now, or which hereafter becomes, generally known to the public through
no fault of You; (3) otherwise lawfully and independently developed by You without reference to
Confidential Information; or (4) lawfully acquired by You from a third party without any obligation
of confidentiality.
(d)
"Data Center" means one data center located in the United States only and operated by
End User.
(e)
"Documentation" means user guides or operating manuals containing the functional
specifications for the McKesson owned software and Clinical Content, as may be reasonably
modified from time to time, provided to End User.
(f)
"Facility" means one discrete location, in the United States only, where healthcare
services are administered by a Provider or Providers or operated by End User as applicable.
(g)
"McKesson Affiliates" means NDCHealth Corporation (but specifically excluding PST
Services, Inc.) and any U.S. entities that, now or in the future, are controlled by either McKesson
Information Solutions LLC or NDC Health Corporation.
(h)
"Permitted User" means any individual (a) End User employee, (b) consultant or
independent contractor who has need to use the Software based upon a contractual relationship
with End User, so long as (i) such consultant or independent contractor is not a McKesson
competitor, (ii) End User remains responsible for use of the Software by such consultant or
independent contractor, and (iii) such consultant or independent contractor is subject to
confidentiality and use restrictions at least as strict as those contained in this EULA, (c) physician
with admitting privileges at a Facility, (d) employee of such physician, and (e) medical
professional authorized to perform services at a Facility.
(i)
"Provider" means specially trained and licensed personnel (e.g., medical doctor, doctor of
osteopathy, physician assistant, physical therapist, dietician, and advanced registered nurse
practitioner) directly billing for patient care services either (i) under his or her name, (ii) the name
of the practice, or (iii) under the name of a supervisory Provider. "Full-time Providers" are
Providers working 20 hours a week or greater. "Part-time Providers" are Providers working less
than 20 hours a week or a doctor in residency training.
(j)
"Software" means (i) software in object code form only that accompanies this EULA, and
(ii) related Documentation (collectively, "Software").
(k)
"Term" has the meaning set forth in the fifth paragraph of the Introductory Section.
(l)
"Trade Secret" means any information of McKesson or that McKesson has acquired from
a third party which is not commonly known by or available to the public, which (1) derives
economic value, actual or potential, from not being generally known to and not being readily
ascertainable by proper means by other persons who can obtain economic value from its
disclosure or use, and (2) is the subject of efforts that are reasonable under the circumstances to
maintain its secrecy. Trade Secret shall include, but not be limited to, Software, Documentation,
Clinical Content and the terms and conditions of this EULA.
1.1.2 License Grant.
(a)
Perpetual License. Subject to the terms of this EULA, McKesson grants to End User,
and End User accepts, a limited, nonexclusive, nontransferable, non-sublicensable, perpetual
Preface
ii
license to use the Software and Clinical Content for End User's internal purposes. Depending on
the intended usage, Clinical Content may be provided in either paper or electronic formats.
(b)
The license grant in this Section is expressly subject to the following conditions: (i) the
Software may be installed only on equipment at Facilities and Data Centers as specified in
Section 1.1.3(c) below, (ii) the Software and Clinical Content may be accessed or used only by
Permitted Users in the U.S., (iii) use of the Software and Clinical Content is limited by the usagebased variable(s) as specified in Section 1.1.3(c) below, and (iv) the Software and Clinical
Content may be used to provide service bureau or other similar services, or hosted by a third
party (e.g. outsourcing or facility management service provider), only if expressly permitted in a
separate writing by McKesson.
(c)
Third Party Software. Any software that is owned by a third party and provided to End
User with the Software is subject to that license and terms and conditions accompanying such
Third Party Software. McKesson may substitute different software for any Third Party Software, if
McKesson reasonably demonstrates the need to do so.
|1.1.3 Software License Restrictions.
(a)
Copying and Modification. End User shall not to duplicate the Software, except as
required for its use in accordance with this Agreement, provided that End User may make one (1)
back-up copy of the Software solely for archival purposes. Such back-up copy shall include
McKesson's copyright and other proprietary notices, and shall be subject to all the terms and
conditions of this EULA. End User will not alter any trademark, copyright notice, or other
proprietary notice on the Software or Documentation, and will duplicate each such trademark or
notice on each copy of the Software and Documentation.
(b)
Facility Limitation. The Software will be installed only at Facilities and Data Centers as
set forth in Section 1.1.3(c) below, except that the Software may be installed on a temporary
basis at an alternate location in the U.S. if End User is unable to use the Software at such Facility
or Data Center due to equipment malfunction or force majeure event. End User will promptly
notify McKesson of the alternate location if such temporary use continues for longer than 30 days.
(c)
The following additional restrictions apply to the Software as set forth below:
i.
Lytec SU (single user): Single machine; unlimited named users; no Concurrent Users;
No remote access.
ii.
Lytec MU (multiple user): Up to 3 Concurrent Users; Installation on a networked system
(i.e., no limits on number of machines) present at one or more Facilities or Data Centers, all
directly controlled by End User.
iii.
Lytec Professional: Up to five Concurrent Users; Installation on a networked system (i.e.,
no limits on number of machines) present at one or more Facilities or Data Centers, all directly
controlled by End User.
iv.
Lytec Client Server: Available to the number of Concurrent Users purchased from
McKesson or the McKesson reseller; Installation on a networked system (i.e., no limits on number
of machines) present at one or more Facilities or Data Centers, all directly controlled by End
User.
v.
Lytec MD: Available to the number of Providers and Concurrent Users purchased from
McKesson or the McKesson reseller; One Provider license includes 5 concurrent users; additional
Providers or Concurrent Users must be licensed.
vi.
Medisoft Basic or Medisoft Original: Single machine; unlimited named users; no
concurrent users; No remote access.
Preface
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vii.
Medisoft Advanced: Single machine; unlimited named users; no concurrent users; No
remote access.
viii.
Medisoft Network Professional: Available to the number of Concurrent Users purchased
from McKesson or the McKesson reseller; Installation on a networked system (i.e., no limits on
number of machines) present at one or more Facilities or Data Centers, all directly controlled by
End User.
ix.
Practice Partner: Available to the number of Providers purchased from McKesson or the
McKesson reseller; add-on licenses for some End Users may be licensed on Concurrent User
basis if original license was Concurrent User based- please check with Your McKesson reseller;
Installation on a networked system (i.e., no limits on number of machines) present at one or more
Facilities or Data Centers, all directly controlled by End User.
(d)
Current Procedural Terminology (CPT). The Software may include the Current
Procedural Terminology (CPT) code set, maintained by the American Medical Association
through the CPT Editorial Panel, describing medical, surgical, and diagnostic services and
designed to communicate uniform information about medical services and procedures among
physicians, coders, patients, accreditation organizations, and payers for administrative, financial,
and analytical purposes (the "CPT"). End User may only use the CPT code set consistent with
these terms and conditions set forth on Exhibit A.
1.2
Export Law Assurances. End User may not use or otherwise export or reexport the
Software or Documentation except as authorized by United States law and the laws of the
jurisdiction in which the Software or Documentation was obtained. In particular, the Software or
Documentation may not be exported, transshipped or reexported (1) into (or to a national or
resident of) those countries subject to a comprehensive economic sanctions program
administered by the U.S. Department of the Treasury, Office of Foreign Assets Control ("OFAC")
(Countries subject to OFAC embargo or sanctions can change at any time and can be reivewed
by consulting materials available at http://www.treas.gov/ofac/index.html and
http://www.bis.doc.gov); or (2) to anyone on the U.S. Treasury Department list of Specially
Designated Nationals or the U.S. Department of Commerce Denied Persons List or Entity List,
each as they may be amended from time to time and which may be found at
http://www.treas.gov/ofac/index.html and http://www.bis.doc.gov.
1.3
Warranty. McKesson warrants to End User that the computer media on which the
original Software is recorded will be free of defects in material and workmanship for a period of 30
days from the date of purchase under normal conditions of use and service. If the media
becomes defective within 30 days from the date of purchase, if proof of original purchase can be
verified, as End User's sole remedy and McKesson's sole obligation McKesson will replace the
Software or at its option, McKesson may refund to End User the original McKesson purchase
price.
1.4
Disclaimer. EXCEPT AS STATED IN THE WARRANTY OF SECTION 1.3, THE
MCKESSON SOFTWARE AND CLINICAL CONTENT IS PROVIDED "AS IS WITH ALL
FAULTS" AND IN ITS PRESENT STATE AND CONDITION. NO WARRANTY,
REPRESENTATION, GUARANTEE, CONDITION, UNDERTAKING OR TERM, EXPRESS OR
IMPLIED, STATUTORY OR OTHERWISE, AS TO THE CONDITION, QUALITY, DURABILITY,
ACCURACY, COMPLETENESS, PERFORMANCE, NON-INFRINGEMENT OF THIRD PARTY
RIGHTS, MERCHANTABILITY, QUIET ENJOYMENT, OR FITNESS FOR A PARTICULAR
PURPOSE OR USE OF THE MCKESSON SOFTWARE OR CLINICAL CONTENT IS GIVEN OR
ASSUMED BY MCKESSON AND ALL SUCH WARRANTIES, REPRESENTATIONS,
CONDITIONS, UNDERTAKINGS AND TERMS ARE HEREBY EXCLUDED TO THE FULLEST
EXTENT PERMITTED BY LAW, AS ARE ANY WARRANTIES ARISING FROM COURSE OF
DEALING OR USAGE. MCKESSON DOES NOT WARRANT THAT DEFECTS IN THE
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iv
MCKESSON SOFTWARE OR CLINICAL CONTENT WILL BE CORRECTED. NO ORAL OR
WRITTEN INFORMATION OR ADVICE GIVEN BY MCKESSON OR ANY MCKESSON
REPRESENTATIVE OR RESELLER SHALL CREATE A WARRANTY. MCKESSON DOES NOT
WARRANT THAT THE SOFTWARE OR CLINICAL CONTENT WILL YIELD ANY PARTICULAR
BUSINESS OR FINANCIAL RESULT. TO THE EXTENT THAT UPDATED VERSIONS OF THE
SOFTWARE OR CLINICAL CONTENT ARE DEVELOPED AND RELEASED BY MCKESSON,
END USER ASSUMES ALL RISKS ASSOCIATED WITH USING OLDER VERSIONS OF THE
SOFTWARE, INCLUDING BUT NOT LIMITED TO THE RISK OF USING OUTDATED CLINICAL
CONTENT.
1.5
Audit. Upon reasonable advance notice and no more than twice per calendar year,
McKesson may conduct an audit to ensure that End User is in compliance with this EULA. Such
audit will be conducted during regular business hours, and End User will provide McKesson with
reasonable access to all relevant equipment and records. If an audit reveals that End User's use
of any Software or Clinical Content during the period being audited exceeds the usage-based
variable(s) licensed by End User, then McKesson may invoice End User for all such excess use
based on McKesson's prevailing rate(s) in effect at the time the audit is completed, and End User
will pay any such invoice. If such excess use exceeds five percent of the licensed use, then End
User will also pay McKesson's reasonable costs of conducting the audit.
SECTION 2: GENERAL TERMS
2.1.1 Confidential Information, Trade Secrets. You shall not use (except as permitted in
connection with Your performance hereunder), disclose or permit any person access to any
Trade Secrets (including, without limitation, the Software, Clinical Content and Documentation)
while such information retains its status as a Trade Secret. During the Term and for a period of
five (5) years thereafter, except as otherwise mandated by law, You shall not use, disclose, or
permit any person access to any Confidential Information, except as permitted in connection with
Your performance hereunder. You acknowledge that if You breach this Section 2.1.1, McKesson
may have no adequate remedy at law available to it, may suffer irreparable harm, and will be
entitled to seek equitable relief. You agree to protect such Confidential Information and Trade
Secrets with no less diligence than You protect Your own confidential or proprietary information.
If disclosure of Confidential Information is required under provisions of any law or court order,
You will notify McKesson sufficiently in advance so McKesson will have a reasonable opportunity
to object.
2.1.2 Software Usage Information.
During registration or activation of software, and then on
a regular basis, the Software will send information about the Software and Your use of the
Software, to McKesson ("Usage Information"). This Usage Information helps prevent the
unlicensed or prohibited use of the Software and also assists McKesson in offering End User
other features and services. Usage Information sent by the Software may include the following:
Customer # / serial number; software name; software version; date data was collected; total
number of appointments in database; total number of visits in database; total number of
transactions in database; for each item in the doctor list: number of appointments in last n days,
number of visits in last n days, number of charges in last n days; for each clearinghouse in the
system: number of claims submitted in last n days, number of eligibility queries submitted in last n
days. Usage Information transmitted shall not include any individually identifiable information or
any protected health information. End User may opt out of the collection of Usage information by
sending notice to McKesson in accordance with Section 2.7 to the attention of the General
Manager, Physician Practice Solutions. The notice must include the Software serial number.
2.1.3 Retained Rights. End User's rights in the Software will be limited to those expressly
granted in this EULA. McKesson and its suppliers reserve all intellectual property rights not
expressly granted to End User. All changes, modifications, improvements or new modules made
or developed with regard to the Software, whether or not (a) made or developed at End User's
request, (b) made or developed in cooperation with End User, or (c) made or developed by End
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User, will be solely owned by McKesson or its suppliers. End User acknowledges that the
Software contains trade secrets of McKesson, and End User agrees not to take any step to derive
a source code equivalent of the Software (e.g., disassemble, decompile, or reverse engineer the
Software) or to permit any third party to do so. McKesson retains title to all material, originated or
prepared for the End User under this EULA. End User is granted a license to use such materials
in accordance with this EULA.
2.1.4 Maintenance Fees. Subject to payment of applicable fees, McKesson provides software
maintenance services for Practice Partner Software and Lytec MD Software through an
authorized McKesson reseller, or from McKesson, if You obtained the Software directly from
McKesson. The scope and fees for such software maintenance services are set forth in a
separate written agreement between You, and either the McKesson reseller or McKesson, as
applicable.
2.2
Limitation of Liability.
2.2.1 Total Damages. MCKESSON'S TOTAL CUMULATIVE LIABILITY UNDER, IN
CONNECTION WITH, OR RELATED TO THIS EULA WILL BE LIMITED TO (A) THE TOTAL
FEES PAID (LESS ANY REFUNDS OR CREDITS) BY END USER FOR THE SOFTWARE
GIVING RISE TO THE CLAIM, WHETHER BASED ON BREACH OF CONTRACT, WARRANTY,
TORT, PRODUCT LIABILITY, OR OTHERWISE.
2.2.2 Exclusion of Damages. IN NO EVENT WILL MCKESSON BE LIABLE TO END USER
UNDER, IN CONNECTION WITH, OR RELATED TO THIS EULA FOR ANY SPECIAL,
INCIDENTAL, INDIRECT, OR CONSEQUENTIAL DAMAGES, INCLUDING, BUT NOT LIMITED
TO, LOST PROFITS OR LOSS OF GOODWILL, WHETHER BASED ON BREACH OF
CONTRACT, WARRANTY, TORT, PRODUCT LIABILITY, OR OTHERWISE, AND WHETHER
OR NOT MCKESSON HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
2.2.3 Material Consideration. THE PARTIES ACKNOWLEDGE THAT THE FOREGOING
LIMITATIONS ARE A MATERIAL CONDITION FOR THEIR ENTRY INTO THIS EULA.
2.3
Professional Responsibility and Clinical Content Disclaimer. END USER
ACKNOWLEDGES AND AGREES THAT ANY CLINICAL CONTENT FURNISHED BY
MCKESSON HEREUNDER (WHETHER SEPARATELY OR INCLUDED WITHIN THE
SOFTWARE) IS AN INFORMATION MANAGEMENT AND DIAGNOSTIC TOOL ONLY AND
THAT ITS USE CONTEMPLATES AND REQUIRES THE INVOLVEMENT OF TRAINED
INDIVIDUALS. END USER FURTHER ACKNOWLEDGES AND AGREES THAT MCKESSON
HAS NOT REPRESENTED ITS SOFTWARE AS HAVING THE ABILITY TO DIAGNOSE
DISEASE, PRESCRIBE TREATMENT, OR PERFORM ANY OTHER TASKS THAT
CONSTITUTE THE PRACTICE OF MEDICINE.
2.4
Internet Disclaimer. CERTAIN SOFTWARE PROVIDED BY MCKESSON UTILIZES THE
INTERNET. MCKESSON DOES NOT WARRANT THAT SUCH SOFTWARE WILL BE
UNINTERRUPTED, ERROR-FREE, OR COMPLETELY SECURE. MCKESSON DOES NOT
AND CANNOT CONTROL THE FLOW OF DATA TO OR FROM MCKESSON'S OR END
USER'S NETWORK AND OTHER PORTIONS OF THE INTERNET. SUCH FLOW DEPENDS IN
LARGE PART ON THE INTERNET SERVICES PROVIDED OR CONTROLLED BY THIRD
PARTIES. ACTIONS OR INACTIONS OF SUCH THIRD PARTIES CAN IMPAIR OR DISRUPT
END USER'S CONNECTIONS TO THE INTERNET (OR PORTIONS THEREOF).
ACCORDINGLY, MCKESSON DISCLAIMS ANY AND ALL LIABILITY RESULTING FROM OR
RELATED TO SUCH EVENTS.
2.5
Termination.
2.5.1
Termination. McKesson may terminate the EULA immediately upon notice to End User if
Preface
vi
End User: (a) materially breaches the EULA and fails to remedy such breach within 60 days after
receiving notice of the breach from the terminating party, (b) materially breaches any other
contract End User has entered into with McKesson, (c) infringes McKesson's intellectual property
rights and fails to remedy such breach within ten (10) days after receiving notice of the breach
from the terminating party, (d) materially breaches the EULA in a manner that cannot be
remedied, or (e) commences dissolution proceedings or ceases to operate in the ordinary course
of business.
2.5.2 Obligations upon Termination or Expiration. Upon the termination or expiration of this
EULA, End User will promptly (a) cease using all Software and Clinical Content, (b) purge all
Software and Clinical Content from all computer systems (including servers and personal
computers), (c) return to McKesson or destroy all copies (including partial copies) of the Software
and Clinical Content, and (d) deliver to McKesson written certification of an officer of End User
that End User has complied with its obligations in this Section.
2.6
Discount Reporting. An order form or quote may contain a discount that End User is
required to report in its cost reports or another appropriate manner under applicable federal and
state anti-kickback laws, including 42 U.S.C. Sec. 1320a-7b(b)(3)(A) and the regulations found at
42 C.F.R. Sec. 1001.952(h). End User will be responsible for reporting, disclosing and
maintaining appropriate records with respect to the discount and making those records available
under Medicare, Medicaid or other applicable government health care programs.
2.7
General.
This EULA is governed by and will be construed in accordance with the
laws of the State of Georgia, exclusive of its rules governing choice of law and conflict of laws
and any version of the Uniform Commercial Code; each party agrees that exclusive venue for all
actions, relating in any manner to this EULA will be in a federal or state court of competent
jurisdiction located in Fulton County, Georgia. End User will not assign this EULA without the
written consent of McKesson; McKesson may, upon notice to End User, assign this EULA to any
McKesson Affiliate or to any entity resulting from reorganization, merger, or sale, and may
subcontract its obligations. Failure to exercise or enforce any right under this EULA is not a
waiver of such right. Neither party is liable for failing to fulfill its obligations due to acts of God or
other causes beyond it reasonable control, except for End User's obligation to make payment. All
notices relating to the parties' legal rights and remedies under this EULA must be provided in
writing and delivered by: (a) postage prepaid registered or certified U.S. Post mail; or (b)
commercial courier. All notices to McKesson will be sent to the following address with a copy to
McKesson's General Counsel: 5995 Windward Parkway, Alpharetta, GA 30005. This EULA is
the complete and exclusive agreement between the parties with respect to the subject matter
hereof and may be may be modified, or any rights under it waived, only in a mutually-signed
written agreement
2.8
Government Customer Rights. If this Software is provided under a federal government
contract, then McKesson intends that any Software provided under this EULA constitute
“commercial item(s)” as defined in Federal Acquisition Regulation (“FAR”) 2.101, including any
Software, Clinical Content, Documentation or technical data. Additionally, all Software, Clinical
Content, Documentation, or technical data provided by McKesson under this EULA will be
considered related to such “commercial item(s)”. If End User seeks rights in Software, Clinical
Content, Documentation, or technical data provided by McKesson under this EULA, then
McKesson grants only those rights established under any FAR or FAR Supplement clauses which
are flowed down to McKesson under this EULA consistent with the delivery of “commercial
item(s).” If End User contends that any Software, Clinical Content, Documentation, or technical
data provided under this EULA does not constitute “commercial item(s)” as defined in FAR 2.101,
then End User promptly will notify McKesson of the same, and identify what rights End User
contends exist in such Software, Clinical Content, Documentation, or technical data. No rights in
any such Software, Clinical Content, Documentation, or technical data will attach other than rights
related to “commercial item(s)” unless End User provides such notice to McKesson, and
McKesson expressly agrees in writing that such rights are granted under this EULA.
Preface
vii
EXHIBIT A
CPT CODES AND TERMINOLOGY
SECTION 1: USER IS AN INDIVIDUAL WHO:
1.1
accesses, uses, and/or manipulates CPT codes and/or descriptions contained in the
Software either at the input (the point at which data is entered into the Software), the output (the
point at which data, reports, or the like are received from the Software), or both phases of using
the Software; or
1.2
accesses, uses, and/or manipulates the Software to produce or enable an output that
could not have been created without CPT embedded in the Software even though CPT may not
be visible or directly accessible; or
1.3
makes use of an output of the Software that relies on or could not have been created
without the CPT embedded in the Software even though CPT may not be visible or directly
accessible (excepting that which would constitute fair use, internal reports, and claim forms for
specific patients).
SECTION 2:
2.1
The Clinical Content and/or Software may incorporate the CPT terminology developed
and copyrighted by the American Medical Association ("AMA"). The CPT codes and terminology
are provided pursuant to a license agreement between McKesson and the AMA. If End User
requires additional User licenses, End User may purchase additional licenses from McKesson
and the parties will negotiate in good faith the terms and conditions under which McKesson will
make available such additional User licenses.
2.1.1 End User acknowledges that the AMA reserves all rights, whether statutory or commonlaw, in the CPT terminology and that no rights therein are hereby conveyed to End User except to
the extent that End User has been granted a license to the Software. THE AMA MAKES NO
REPRESENTATIONS OR WARRANTIES EXPRESS OR IMPLIED, WITH RESPECT TO CPT,
INCLUDING, WITHOUT LIMITATION ANY WARRANTIES OF MERCHANTABILITY OR
FITNESS FOR A PARTICULAR PURPOSE. END USER FURTHER ACKNOWLEDGES THAT
THE AMA SHALL NOT BE LIABLE TO END USER FOR ANY DAMAGES OF ANY NATURE
WHETHER DIRECT, INDIRECT, SPECIAL, PUNITIVE, OR CONSEQUENTIAL, ARISING FROM
THIS AGREEMENT. The AMA shall not by reason of the incorporation of the CPT terminology in
the Software or by any other reason be deemed a party to this Agreement and End User shall
look solely to McKesson for the performance of any obligations due End User hereunder.
2.2
In the event that one or more of the provisions contained in the Agreement shall for any
reason be held invalid or unenforceable in any respect, such invalidity or unenforceability shall
not affect the validity or enforceability of this Exhibit.
2.3
CPT only © 2000, 2001 etc. American Medical Association. All Rights Reserved. No
fees schedules, basic units, relative values or related listings are included in CPT. AMA does not
directly or indirectly practice medicine or dispense medical services. AMA assumes no liability for
data contained or not contained herein.
2.4
CPT is commercial technical data and/or computer data bases and/or commercial
computer software and/or commercial computer software documentation, as applicable which
were developed exclusively at private expense by the American Medical Association, 515 North
State Street, Chicago, Illinois, 60610. U.S. Government rights to use, modify, reproduce, release,
perform, display, or disclose these technical data and/or computer data bases and/or computer
software and/or computer software documentation are subject to the limited rights restrictions of
Preface
viii
DFARS 252.227-7015(b)(2) (June 1995) and/or subject to the restrictions of DFARS 227.72021(a)(June 1995) and DFARS 227.7202-3(a)(June 1995), as applicable for U.S. Department of
Defense procurements and the limited rights restrictions of FAR 52.227-14 (June 1987) and/or
subject to the restricted rights provisions of FAR 52.227-14 (1987) and FAR 52.227-19 (June
1987), as applicable, and any applicable agency FAR Supplements, for non-Department of
Defense Federal procurements.
Preface
ix
Chapter 1
Setting up the Practice
When you first open the Medisoft program after installation, you are required to create a new data
set (if this is the first time you have ever installed Medisoft) or convert previous Medisoft or MSDOS data.
If you have been using Medisoft Version 5.5x or 5.6x and above and have just installed Version
15, a message displays stating that data must be converted before you can access the program.
If you have not already performed a backup on your existing data, perform a backup now. Then
click OK to perform the automatic conversion.
If you work with multiple practices, each will have to be converted.
For more conversion information, see Appendix C, page 125.
If you choose to create a new data set, the Create a New Set of Data window is displayed. Fill in
the practice name. When you click Create, the Practice Information window is displayed, at
which time you need to enter all the practice information requested.
The information in report headings comes from this Practice Information window.
Billing Services
If you are a billing service, enter your client’s information in the Practice tab. Enter your
information in the Billing Service tab. If you want to use the Medisoft program to keep track of
your own accounts receivables, a separate database can be set up with each client listed as a
patient. Separate procedure codes can be created to cover the various services of your billing
service.
Chapter 1: Setting up the Practice
1
Setting up Multiple Practices
It is not necessary to install the program for each new practice. To set up multiple practices, go
to the File menu and select New Practice. When the first practice is set up in the Medisoft
program, the program assumes there is only one practice and establishes a default directory for
the data for that practice. Each time you set up an additional data set with totally unrelated
patients and procedure files, you must create a different subdirectory. In the Create A New Set
Of Data window, enter the additional practice name and change the data path. This establishes
a completely separate database for the new practice.
Once you have set up additional practices, you can move easily from one to another by going to
the File menu, selecting Open Practice, and choosing the practice you want from the list
presented.
Practice Type
The practice Type field is a drop-down list. Click on the arrow to view the entry options, i.e.,
Medical, Chiropractic, and Anesthesia. Each option controls special fields within the program.
Medical: This is the general setting for all healthcare groups except Chiropractic and
Anesthesiology.
Chiropractic: Choosing Chiropractic activates the Level of Subluxation field in the diagnosis
section of the patient case file. When set as Medical or Anesthesia, this field is not available.
Anesthesia: The Anesthesia choice adds a Minutes field in the Transaction Entry window for
entering charges in transaction billing functions.
Chapter 1: Setting up the Practice
2
Chapter 2
Medisoft at a Glance
Once the program is open, your can get a good look at the main program window. The top bar
on the window is the Title bar and it displays the name of the active program and contains
Minimize, Maximize, and Close buttons on the right side.
Menu Bar
Just below the Title bar is the Menu bar, which shows categories of activities available in the
program. Click on various headings, such as File, Edit, Activities, Lists, Reports, Tools,
Window, Services, and Help, and each opens a submenu with a list of all the activity options
available in that category.
File Menu
The File menu contains options for managing your database files and access to them.
Edit Menu
The functions of the Edit menu are Cut, Copy, Paste, and Delete. These deal primarily with the
handling of text.
Activities Menu
This is the center of much of the daily routine of the practice.
Lists Menu
This menu provides access to the various list windows available in the program.
Reports Menu
Reports within Medisoft are accessible through the Reports menu. You can also access the
Custom Report List and the Report Designer through this menu. Before running a report in
Medisoft, you will need to create at least one report user (Medisoft Advanced and Medisoft
Network Professional users can set up multiple report users). This user is a different account from
any users created in Medisoft standard security or users created with the Global Login feature.
After setting up an initial user, you can add or delete report users or edit accounts using the
Medisoft Reports Engine (Medisoft Advanced and Medisoft Network Professional only).
Tools Menu
The options available in this menu help you access peripheral programs and information to assist
in the management of your practice.
Window Menu
This menu contains options that control the display of windows in the program.
Chapter 2: Medisoft at a Glance
3
Services Menu
The Services menu contains a link to OnCallData for electronic prescriptions. Call your local
Value-Added Reseller or call your Medisoft sales representative at (800) 333-4747 for information
concerning OnCallData.
Help Menu
The Help menu contains access to information on how to use the program, as well as how to
register.
Toolbar
Below the menu bar is the toolbar with an assortment of speed buttons (or icons) that are
shortcuts to accessing options within the program.
Select the option you want by clicking the appropriate speed button. That function of the program
opens in a full data entry window.
The toolbar can be customized to your liking. Change the order of the buttons in the toolbar or
hide them so they don’t show at all. Create a new toolbar with only the buttons or file names that
you want. In addition, you can move the toolbar to the top, bottom, or either side of the screen or
return it to its original position and layout.
F1 Look up Toolbar Customizing.
Shortcut Bar
At the bottom of the screen, above the Status bar, is a shortcut bar that describes the available
shortcut function keys available in the active window. This bar may also be referred to as the
“function help bar.”
Keystrokes and Shortcuts
Special keyboard shortcuts reduce the number of times you have to click the mouse or press
keys to accomplish a task.
Keystrokes Common to Most of the Program
Keystroke
F1
ESC
F3
F6
F7
F8
F9
F11
F12
SPACEBAR
ENTER
Action
Opens Help files in most windows
Closes or cancels current function or window
Saves
Opens a search window
Opens the Quick Ledger window
Opens a window to create a new record
Opens a window to edit the selected record
Opens the Quick Balance window
Opens Medisoft Office Messenger – Network Pro
Only
Toggles check box (check/uncheck)
Depends on settings in the Program Options
window
Chapter 2: Medisoft at a Glance
4
CTRL + S
CTRL + X
CTRL + C
CTRL + V
ALT + DOWN ARROW
SHIFT + F4
Toggles Sidebar display
Cuts selected text
Copies selected text
Pastes selected text
Opens drop-down lists
This shortcut automatically populates the last
accessed patient’s chart in a new chart number
field. The system holds in memory the last
patient's chart number selected (for instance in
the Patient List, Deposit List, Collection List, Quick
Ledger, Quick Balance, etc.), and when you go to
another window, you can use the shortcut to
populate the last record. Select the Chart field and
press SHIFT + F4 to automatically populate the
last accessed patient’s chart in a new chart
number field. This feature is supported in many
windows throughout the system.
NOTE: Reports that do not use the Data Selection
Questions window for data filtering, do not support
this feature.
Keystrokes-Formatted Date Edit Controls
Keystroke
+
-
Action
Increases date by one day (or highlighted section
of date by one)
Decreases date by one day (or highlighted section
of date by one)
Keystrokes-Grid Control in Various Windows
Keystroke
LEFT ARROW
RIGHT ARROW
CTRL + RIGHT
ARROW
UP ARROW
DOWN ARROW
PAGE UP
PAGE DOWN
ENTER
Action
Moves left one cell
When not in edit mode, moves right one cell
When in edit mode, moves right one cell
Moves up one cell
Moves down one cell
Moves up one page
Moves down one page
Moves to the next cell
Keystrokes-List Windows
Keystroke
F2
F3
F8
F9
Action
Changes value in Field
Saves record
Creates new record
Edits selected record
Chapter 2: Medisoft at a Glance
5
Keystrokes-Transaction Entry
Keystroke
F2
F4
F5
Action
Opens the MultiLink window
Opens Apply Payment to Charges window
Opens Transaction Documentation window
Keystrokes-Apply Pyament/Adjustments to Charges
Keystroke
F8 or F9
Action
When applying a claim rejection message to a line
item in the Apply Payment/Adjustments to Charges
window, use the F8 and F9 keyboard shortcuts to
save time and effort. Click the Rejection column
and click F8 to create a new rejection message or
click F9 to edit an existing rejection message.
Keystrokes-Report Designer
Keystroke
CTRL + F
CTRL + O
CTRL + S
CTRL + F4
ALT + F4
LEFT ARROW
RIGHT ARROW
UP ARROW
DOWN ARROW
CTRL + F
CTRL + A
CTRL + X
CTRL + C
CTRL + V
Action
Opens the Find Dialog for searching
Opens the Open Report window to print a report
Save As
Closes the open report
Exits Report Designer
Moves selected components left
Moves selected components right
Moves selected components up
Moves selected components down
Find field
Find again
Cuts selected text
Copies selected text
Pastes selected text
Chapter 2: Medisoft at a Glance
6
Chapter 3
General Practice Setup
Open Practice, New Practice
To change practices or create a new practice database, go to the File menu and select the
appropriate option.
To open an existing database, go to the File menu and select Open Practice. Choose the
practice you want to open and click OK.
To create a new database, follow the same procedure as described in the Setting Up the Practice
section, page 1.
Backup Data, View Backups, Restore Backups
Information concerning backups is contained in the online Help. Go to the File menu in your
Medisoft program, select any backup-related topic, and then press F1.
F1
Look up Backup, View Backup, or Restore
Program Date
You can change the program date for back dating a large number of transactions. This affects all
dates in the program except the Date Created setting, which always reflects the System date.
Program Options
Go to the File menu and select Program Options. There are a number of tabs within Program
Options, several available only with Medisoft Advanced and Medisoft Network Professional.
Each is described below.
Chapter 3: General Practice Setup
7
General Tab
„
Backing Up Data
The General tab deals with backups, which are an essential part of maintaining a computergenerated billing program, and with general default settings.
We recommend that data files be backed up every day, with a program of rotating backup
disks so you can restore lost data to the most recent date before the files were damaged or
corrupted. If you are working with multiple practices, each practice should have its own set of
backup files. Doing your backups within the Medisoft program is a dependable method.
Consider selecting the Backup Root Data option to back up your root data directory, that is,
C:\Medidata. The information backed up can include registration information and other files
shared among all your practices. Go to the File menu and select Backup Root Data. The
Backup Root Data window opens.
F1
F1
„
Look up Backup, View Backup, or Restore
Lookup Backup Root Data
Hide Inactive/Closed Items
Accessed from the General tab on the Program Options window or by right-clicking a list, the
Hide Inactive/Closed Items option provides quick filtering options for data display for inactive
or closed items. Users can apply a setting on the Program Options tab and as needed,
override this setting by right-clicking as needed to view or hide data in a list.
The default setting for this option is not enabled; users can selectively override this setting to
enable the feature as needed or permanently change the default setting and then also, as
needed, override this setting.
Users can apply these settings to these lists: Address, Billing Codes, Claim Rejection
Message, Cases, Contact, Diagnosis Codes, EDI Receiver, Insurance Carriers, Insurance
Class, MultiLink, Patient Payment Plans, Procedure Codes, Provider Class, Providers
Patients, Referring Providers, and Security Accounts.
When users selects the right-click menu option of Show Inactive Records to override the
setting on the Program Option window, a red X appears next to all inactive items in the list.
The right-click menu also provides an option to Hide Inactive Records.
Chapter 3: General Practice Setup
8
Note: The option that is initially displayed depends on the current setting on the Program
Options window. If the feature is enabled on the window, then the right-click menu initially
displays the Show Inactive Records option; if the feature is disabled on the Program Options
window, then the right-click menu initially displays the Hide Inactive Records option.
„
Default Choices
You have the option to show the Patient List and/or Transaction Entry windows on startup
by placing a check mark next to either or both options here. You can indicate whether you
want to show shortcuts and/or hints, or Enforce Accept Assignment. You have the option
to calculate patient remainder balances upon opening or closing the program. You can set
account alerts that appear in the Transaction Entry, Deposit List, and Appointment windows
that tell you when a patient has a certain remainder balance, is delinquent on a payment
plan, or is in collections. In Medisoft Advanced and Medisoft Network Professional, you can
indicate whether to print a title page for every report. Network Professional includes an
option to synchronize your computer time with the time on the network server.
F1
Look up Program Options-General Tab
Data Entry Tab
The Data Entry tab gives you lots of options for various sections of the program.
In the Global section, you can indicate whether to use ENTER as a toggle to move between
fields, to force payments to be applied, and to multiply unit times amount. Using the zip code to
enter city and state information can save a lot of time. When the Suppress UB04 Fields check
box is selected, UB-04 fields do not appear throughout the program. If you do not process UB-04
claims, check the box. If you do process UB-04 claims, uncheck the box so that all the fields you
need to populate the claim form will be available. For more information on UB-04 functionality in
Medisoft:
F1
Look up UB-04
In the Patient section, you can choose to use numeric Chart numbers (the default is to use an
alphanumeric code) and/or have the program automatically hyphenate Social Security Numbers.
The Patient Quick Entry Default list and the Use Quick Entry for New Patient/Case F8 and
Use Quick Entry for Edit Patient/Case F9 check boxes provide setting options for the Patient
Quick feature, which provides a custom method for creating records. For more information on the
Chapter 3: General Practice Setup
9
Patient Quick Entry feature in Medisoft:
F1
Look up Patient Quick Entry
Choices in the Transaction section primarily affect Transaction Entry.
Check the Force Document Number to apply a document number to each transaction in
Transaction Entry. It forces the Documentation Number field to appear. If you uncheck this
option, no document number is applied to the transactions and the Document Number field is not
displayed in the Transaction Entry window. If this option is unchecked, the serialized superbill
function is also disabled. Selecting this option along with the Use Serialized Superbill box, also
provides the option to print blank superbills. For more information on this feature, see:
F1
Printing Blank Superbills
F1
Assigning a Blank Superbill to a Patient and a Case
Use Serialized Superbills: Click this box to use the serialized superbills feature. For more
information, see:
F1
Tracking Superbills
If you click Force payments to be applied, the program makes you apply every payment before
exiting Transaction Entry. If you choose to Multiply units times amount, the program
automatically adjusts the cost of the procedure based on number of units. If you click Auto
Create Tax Entry, the program automatically adds tax to any selected procedure code that has
been marked taxable and create a separate line item in Transaction Entry. Be sure you have
created and selected a Default Tax Code.
Select the Suppress Co-pay Message option to suppress the co-pay collection message on the
Transaction Entry for cases that require a co-pay.
The Case Default field determines which case is selected in Transaction Entry. The default is
Last Case Used, but you can change this to Newest Case or Oldest Case.
There is also a field where you can set the default Place of Service Code. The default in this field
is 11. When there is an occasional change of location, simply type the new code to override the
default entry.
F1
Look up Program Options-Data Entry Tab
Payment Application Tab (Advanced and above)
In the Payment Application tab, you can establish default settings that affect the payment
application function.
Chapter 3: General Practice Setup
10
If you choose to accept the default settings, any amount applied to a charge is automatically
marked as paid by that particular payee, the allowed amount is automatically calculated, and the
difference between the calculated allowed amount and the practice charge is offset in the
Adjustment column. In addition, any claim that has received payment from all responsible
payers is automatically marked “Done.”
In the lower half of the window, select default billing codes to be applied when using this feature.
F1
Look up Program Options-Payment Application Tab
Aging Reports Tab
The Aging Reports tab lets you alter the starting date for patient aging reports and to redefine
aging columns for both patient and insurance aging reports.
F1
Look up Program Options-Aging Reports Tab
HIPAA Tab
The HIPAA tab offers features designed to help protect patient information from unauthorized
access.
Chapter 3: General Practice Setup
11
The Auto Log Off check box is designed to protect your data files from unauthorized tampering.
Click the check box and then enter a number of minutes (up to 59) in the data box. If you click
this box and have not utilized the Security Setup feature in the program, a message pops up
telling you that security has to be set up before the backup will function. Click OK to clear the
message. See Security Setup for information on setting up security for the program.
With Auto Log Off activated, any time the program remains unused for the amount of time
designated, it minimizes to a User Login window which requires reentry of the user’s password in
order to access the program again. You can also click Close Program to turn the program off
completely.
When the Warn on Unapproved Codes check box is checked, the program alerts you if a code
entered or selected is non-HIPAA compliant. This warning pops up every time you save
transactions and the program finds a code that has not been marked HIPAA compliant.
To mark an existing code compliant, you need to edit each code entered in the program,
determine its HIPAA compliance and then click the HIPAA Approved box (in both Procedure
Code and Diagnosis Code edit windows).
Another option is to use a program such as Codes on Disk. This program imports current CPT
and/or ICD-9 codes with all HIPAA-compliant codes marked. See your local Value-Added
Reseller or contact McKesson directly at (800) 333-4747.
Color-Coding Tab (Advanced and above)
„
Transactions
If you want to use color coding for transactions in Transaction Entry and Quick Ledger,
click the Use Color Coding box.
Chapter 3: General Practice Setup
12
Select colors for each of six types of transactions: Unsaved, No Payment, Partially Paid,
Overpaid Charge, Unapplied Payment, and Overapplied Payment. These colors appear
in both windows, letting you know at a glance the status of the transaction.
„
Patients
This feature, called patient flagging, lets you color code patient records to alert you to various
situations when viewing the records the Patient List, Transaction Entry, Quick Ledger, and
Deposit List windows of Medisoft and the New Appointment window in Office Hours (when
integrated with Medisoft).
The patient flag colors in the Program Options window are fixed and cannot be edited. In
the box to the right of a color box, assign your own description to that flag color. To activate
the edit boxes, click Use Flags.
Patient flags are connected to patient records in the Other Information tab of the
Patient/Guarantor window as you edit or set up a new patient record.
F1 Look up Program Options-Color Coding Tab.
Billing Tab (Advanced and above)
„
Claims Manager
These check boxes control settings for the Claims Manager feature. For more information on
using Claims Manager with Medisoft:
F1 Look up Claims Manager Overview
F1 Look up Program Options-Billing Tab
The Delete transmission and claim batch information after X days check box and field
controls when the application deletes the transmission and batch related information that
appears on the Claims Manager Transmission History report. This field defaults to 60 days.
The Delete closed claims and related claim tracking information after X days check box
and field controls when the application deletes closed claims and other claim related
information like the change log and change detail information. This field defaults to 90 days.
Chapter 3: General Practice Setup
13
The Claims Manager box, User ID and Password fields are used only if directed by
Medisoft support. You should never change these values unless directed by support. When
you enroll in Claims Manager, your login and password are automatically populated to these
fields. In some instances Medisoft support may direct you to reset your Claim Manager user
ID and password. In the event you need to enter new values to replace your current user ID
and password, you will use the fields in this box.
„
Statements
Options in the Statements section deal with billing cycles. If you want to use billing cycles
when sending statements, click Use Cycle Billing. See page 79 for more information. If you
choose to use cycle billing, be sure to enter a cycle billing days interval (e.g., every 30 days).
The Add Copays to Remainder Statements is used to add missed copays (when patients
do not immediately pay their copay), to the patient’s Copay Remainder statement.
F1
F1
„
Look up Tracking Missed Copays
Look up Cycle Billing
Billing Notes
When Create statement billing notes is activated, a note is added to statements when
printed. Be sure to select a default note in the Statement Billing Note Code field.
When Create claim billing notes is activated, a Comment transaction line is added in both
Transaction Entry and Quick Ledger whenever a claim is billed. The note includes the
carrier name, date billed, claim number, and the name of the provider associated with the
claim. Be sure to select a default Claim Billing Note Code.
F1
Look up Program Options-Billing Tab
Chapter 3: General Practice Setup
14
„
Quick Formats
If the Use Statement Management for Quick Statements check box is checked, then the
Quick Format options for Statements are the Statement Management statements; otherwise,
the list would include the Report option statement formats. Any place that a Quick Statement
prints would need to print the appropriate statement type: regular statements or Statement
Management statements
The Receipt format option is tied to the Quick Receipt button in Transaction Entry. Select
a default quick receipt format here, and that receipt is automatically printed when you click
the Quick Receipt button in Transaction Entry.
You can select a default Statement format, which gives you one-button printing of a
statement from Quick Ledger. When you click Quick Statement from either of these
windows, the default statement is automatically printed for the selected patient record. If you
do not specify a default format here, the first time you click Quick Statement from Quick
Ledger, you are required to select a format.
You can print a Face Sheet directly from the patient Case window. To set a default form,
click the down arrow in the Face Sheet field and select one of the options. The selected
default form prints each time you click Face Sheet in the patient Case window.
The Quick List provides report options for selecting a default list report for the Quick List on
the Patient Quick Entry window. You can print a quick list directly from the Patient Quick
Entry window each time you click Quick List in the Patient Quick Entry window.
F1
Look up Program Options-Billing Tab
Audit Tab
The Audit tab lists all tables available in the database. The tables you choose here become
those tables available in the Audit Generator when preparing the Data Audit Report. If you
deselect MultiLink here, it will not be available in the Audit Generator.
F1
Look up Program Options-Audit Tab and Audit Report Generator
Chapter 3: General Practice Setup
15
Security Setup
Medisoft Standard Security
Basic security in Medisoft is practice based with each practice having various users and groups.
Multiple practices require security setup for each database. Set up security when nobody else is
using the program. After you set up security, close and open the practice to apply the changes.
Security in Medisoft Advanced and Medisoft Network Professional allows restricted levels of
access to those areas of the program that the security supervisor designates. The supervisor has
unlimited access and full control of security, while other users are restricted to varying degrees.
See Permissions. You can also manage password settings, such as how frequently a user must
change the password. Once at least one Level 1 user has been entered, you can add more
names, edit entries, or delete entries as necessary. See Login/Password Management.
In Medisoft Basic, you can define a user as an Administrator, which grants the user access to the
Security Setup window and the ability to create users. If you are creating an administrator, make
sure that you select the Administrator check box. The first user needs to be designated the
Administrator.
If desired, Level One users can also set up and apply the Global Login feature. The Global Login
function provides an extra layer of security and added convenience for users that access multiple
practices and applications. For more information see Global Login Overview.
Through the Security Setup window, you are also able to assign users to groups. Grouping users
by job function or security level can help you easily assign tasks or send messages to a number
of people at once.
F1
Look up Medisoft Standard Security
Global Login
Topic is for Medisoft Advanced and Medisoft Network Professional only.
The Global Login features works with standard Medisoft security to provide a path that
determines what practices users can access. The feature utilizes standard security and
permissions that determine what users can access or do in individual practices but then provides
a method for users to logon once and then access all practices associated with the global user—
essentially, once the feature is set up, a single user may access multiple practices without having
to login to each dataset separately.
Users apply standard security in practices and create users within the practice. A practice without
security applied to it (no users) can be associated with any global users. If a practice has users
created in it, these users are the only users that can have a global login associated with them.
That is, if standard security exists in a practice, then these users are the only potential global
login users—in this case a standard user must exist in the practice before a global user can be
created. If a practice has no security applied, then any global users can be associated with the
practice.
Global login users are machine-specific and only users with a standard security of Level 1 can
enable this feature and create users. Level 1 users can then create a global login user and make
this global login user a Global Login Administrator. Global Login Administrators create other
users, map these users to practices, change their or users passwords, and determine whether
the new users are also Global Login Administrators or Global Login users with login expiration
dates. What this means in a multiple PC environment is that the Global Login PC machine
practice is enforced. In other words if user Smith is a Global Login user connected to Practice A
on machine A, Smith cannot login to Practice A on machine B at the same time. Smith, however,
could login to Practice A from machine B as another Global Login User if an account exists.
When setup, global login users default to the last practice accessed, but can select a different
practice if the global login user is associated with that practice.
Chapter 3: General Practice Setup
16
F1
Look up Global Login Overview
Login/Password Management
In Login/Password Management, the supervisor sets the requirements and application of login
rights and password usage. For example, you can set the length of valid passwords, the valid
time frame in which a password can be used before it has to be changed, how long a user has to
wait before reusing a password, etc.
F1
Look up Login/Password Management
Permissions (Advanced and above)
The Permissions feature provides five levels of access to the program. The Security Supervisor,
who has unlimited access and full control of security, can assign or remove rights for any level of
security, with one exception. Level 1 access cannot be removed from any of the three options
listed in the Security window settings for the Supervisor. Lower level access can be added, but
the Supervisor must retain rights to these options.
Level 1 is for unlimited access and is designed to be used exclusively by the Supervisor or
administrator to restrict access to the program. Levels 2, 3, 4, and 5 can be user-defined with the
Supervisor deciding what fits in what level and assigning users accordingly. Generally, the higher
the level number, the less rights are assigned to it. Add or remove check marks for level access
by clicking the appropriate check box for each process displayed with each listed window name.
If a task is attempted by a user who does not have rights to that task, based on the security level
assigned, a warning dialog box is displayed stating that the user does not have the authority to
perform the requested task.
Once the security feature is used, the File menu contains an additional option, Log In As
Another User.
File Maintenance
The program puts you in the driver’s seat by giving you the ability to rebuild indexes, pack data,
recalculate patient balances, and purge data. The tools to perform each procedure are contained
within separate tabs.
Each of these file management functions carries the warning that it
can take a long time to process. Keep that in mind when planning
your file maintenance activities.
Rebuild Indexes
The Rebuild Indexes tab provides options to rebuild data indexes and lists the files available for
rebuilding. Clicking All Files includes them all.
Pack Data
Select the Pack Data tab to choose the data files from which you want to remove deleted data.
Here again, you can choose one particular set of files or click All Files to include them all.
Chapter 3: General Practice Setup
17
Purge Data
The decision to purge data files should be done only after careful consideration. Data removed
cannot be reinstated unless you have a previous backup disk containing the information. You
have a choice of purging appointment fields, closed cases, and claims data files. In any case,
select the cutoff date to which you want to clear data. All data in the selected file before and
including the date specified is deleted.
Recalculate Balances
On occasion, account balances or applied amounts may appear to be miscalculated. This option
recalculates the selected types of balances.
Note: An individual patient's account balance can be recalculated in the Transaction Entry
window by clicking the Account Total amount. Click OK in the Transaction Entry window
and the program begins the process.
To recalculate all account balances, click the Recalculate Balances check box. To recalculate
all unapplied amounts, click the Recalculate Unapplied Amount check box. Click the
Recalculate Patient Remainder Balances to recalculate all patient remainder balances.
F1
Look up File Maintenance
Tutorial Practice
To practice setting up security, you can perform the following steps using the tutorial database
provided with this program.
User Setup
1. Go to the File menu and select Security Setup. This opens the Security Setup window:
2. Click New to open the User Entry window.
3. In the Medisoft original program, we recommend that the first user be designated the
Administrator. Click the Administrator box in the middle of the window. Then you can add
more names, edit entries, or delete entries as necessary.
In Medisoft Advanced and Medisoft Network Professional, after one Level 1 person has been
entered, you can add more names, edit entries, or delete entries as necessary.
4. In Login Name, enter Supervisor as the login name.
5. In Full Name, enter I M Boss as the user's full name.
6. In Password, enter Adam812 as the password.
7. Reenter the password in Reconfirm.
8. If you are using Medisoft original, click the Administrator box (if this is the first record you
are setting up).
If you are using Medisoft Advanced or Medisoft Network Professional, be sure the Access
Level is 1.
9. Skip the Expire Date field for now.
10. Open the Question tab.
11. In Select a question or type in your own, choose What is your pet’s name.
12. In Answer, type Ginger.
13. Reenter Ginger in the Reconfirm field.
Chapter 3: General Practice Setup
18
14. Click Save.
Repeat these steps for a second user only this time, the user won’t have the Administrator box
checked (Medisoft original).
15. Click Close to close the Security Setup window.
16. If a message pops up reminding you that users must relog into the program before the
changes take effect, click OK to clear this message.
Group Setup
1. Go to the File menu and select Security Setup. This opens the Security Setup
window.
2. Click the Group tab.
3. Click New to open the Security Group window.
4. In Group ID, enter DCTRS.
5. Enter Doctors in the Group Name field.
6. Enter All doctors and physicians assistants in the Description field.
7. Click Save.
8. In the Security Setup window, click the User tab.
9. Select the user information for I. M. Boss.
10. Click Edit.
11. Select the Group tab.
12. Click the check-box next to the DCTRS group.
13. Click Save.
14. Repeat these steps to create another group and to assign a user to that group.
15. Click Close to exit the Security Setup window.
Permissions
If you are using Medisoft Advanced or Medisoft Network Professional, logged in as Supervisor,
you can create/revise the rights of each level of security. Be sure you are still in the Tutorial
database when you perform the following steps. Today we’ll just change the settings for Credit
Card functions.
1. Go to the File menu and select Permissions.
2. Select Activities. In the Process section, give Level 2 and 3 users the rights to Billing
Charges by clicking in those boxes.
3. Click Close.
Login/Password Management
1. Go to the File menu and select Login/Password Management.
2. Enter 30 in the Renewal Interval field. This way, a password must be replaced every 30
days.
3. In Reuse Period, enter 90 as the number of days before a password can be reused.
4. Enter 6 as the minimum character requirement for a valid password.
Chapter 3: General Practice Setup
19
5. Enter 25 as the maximum number of characters for a valid password. .
6. Click the Require Alphanumeric check box. You may notice that the password for the
Supervisor already complies with these settings.
7. Enter 5 as the maximum number of failed login attempts before a user is locked out of the
program.
8. In Account disable period, enter 5 as the length of time a user's account is on hold when
the maximum number of attempts has been exceeded.
9. Click Save.
10. Close the program and open it again. This applies all the security changes you just set up.
11. When you reenter the program, the User Login box appears asking you to enter your login
name and password. Enter Supervisor and Adam812.
Chapter 3: General Practice Setup
20
Chapter 4
Setting Up the Practice
Here is a recommended sequence for setup that helps you get off to a great start.
1.
Procedure codes and MultiLinks.
2.
Diagnosis codes.
3.
Provider records.
4.
Insurance carrier records and their ID numbers.
5.
Address information.
6.
EDI receiver records.
7.
Referring provider records.
8.
Billing codes.
9.
Contact List.
Procedure, Payment, and Adjustment Codes
Procedure codes are used to communicate procedure information between patient, provider, and
third-party payers. These codes can be accessed by going to the Lists menu and selecting
Procedure/Payment/Adjustment Codes, or by clicking the CPT icon.
The Procedure/Payment/Adjustment List window shows what codes have been set up. At the
top of the window, there are two fields to help you find a procedure code: Search for and Field.
Field defaults to Type but can be changed to Code 1 or Description. If you are not sure of the
complete code, description, or type, enter the first few letters or numbers in the Search for field.
As you type, the list automatically filters to display records that match. At the bottom of the
window are choices for setting up a new code, editing a code, or deleting a code. If the code you
need is not shown in the list, click New or press F8.
F1
Look up Procedure/Payment/Adjustment Entry
New Procedure Codes and Accounting Codes
General Tab
In this area, you can enter a new code number, description, and type. Valid code types can be
seen by clicking on the drop-down Code Type list.
Chapter 4: Setting Up the Practice
21
Accounting Codes can be any configuration of letters or numbers you want to assign to each
accounting function, e.g., cash, checks, etc. Procedure codes are used for recording charges for
services rendered, and Accounting Codes show the payment and adjustment side of the entry
process. These categories are broken down into codes for specific purposes.
Valid codes that have unique functions within the program are:
Adjustment
Billing Charge
Cash Co-payment
Cash Payment
Check Co-payment
Check Payment
Comment
Credit Card Co-payment
Credit Card Payment
Deductible
Inside Lab Charge
Insurance Adjustment
Insurance Payment
Insurance Withhold Adjustment
Outside Lab Charge
Procedure Charge
Product Charge
Tax
Also indicated in this window are the type of service, place of service, time to perform the
procedure, whether to allow the code to print on insurance forms, Alternate Codes and, if
applicable, whether only the patient is responsible. There is also a check box to indicate if the
code is inactive.
Modifiers help pinpoint the exact procedure performed. If needed for claim filing, add modifiers.
The HIPAA Approved field indicates whether the code is HIPAA approved. The Revenue Code
is used with the UB92 claim form. You can adjust the number of units associated with this code
in the Default Units field. If the code is used only with a service that the practice purchased
(usually from a lab), click this check box.
F1
Look up Procedure/Payment/Adjustment Entry-General Tab
Amounts Tab
The Amounts tab is linked with Case information, Account tab, Price Code field. Medisoft
Advanced and Medisoft Network Professional allow 26 charge amounts for each code entered in
Chapter 4: Setting Up the Practice
22
the program. The applicable charge amount is selected in the Account tab of each patient’s Case
window.
F1
Look up Procedure/Payment/Adjustment Entry-Amounts Tab
Allowed Amounts Tab (Advanced and above)
The Allowed Amounts tab keeps track of how much each carrier pays for a particular code. The
program calculates the allowed amount based on the amount paid, any applicable deductible,
and the service classification. This amount is used in calculating the patient portion of any
transaction entered in Transaction Entry.
F1
Look up Procedure/Payment/Adjustment Entry-Allowed Amounts Tab
MultiLink Codes
MultiLinks are groups of procedure codes combined under one access code. They are for
procedures that are normally performed at the same time, e.g., for a physical exam, a routine set
of treatments, etc.
The advantages to using MultiLinks include a reduction of time during data entry. If you can
create several transactions with the entry of a single code name or number, there is an obvious
time saving. MultiLinks also reduce omission errors. You won’t forget codes that should be
included if they are included in a MultiLink. When you use the MultiLink code, all the codes in the
group are entered.
Enter the MultiLinks function by going to the Lists menu and selecting MultiLink Codes. The list
displays all available procedure codes, adjustment codes, and payment codes. You can also set
up a new MultiLink or edit or delete an existing MultiLink code.
F1
Look up MultiLink Entry
Diagnosis Codes
Diagnosis codes represent the reason a service is provided. In effect, the procedure code tells
what the doctor did and the diagnosis code tells what the doctor found.
As with other list functions, the diagnosis code setup is accessed by going to the Lists menu and
selecting Diagnosis Codes or by clicking the Diagnosis Code List speed button. At this point
you can review codes in the list or search for one you do not see. Clicking New (F8)or Edit
(F9)opens up a window where you can create a new code or edit an existing one.
The Diagnosis: (new) window displays fields for the code number and description. You also
have the option of entering Alternate Code Sets. These can be used later for entering codes for
different carriers but for the same diagnosis.
F1
Look up Diagnosis Entry
Chapter 4: Setting Up the Practice
23
Provider Records
The Provider List is accessed by going to the Lists menu and selecting Providers or by clicking
the Provider List speed button. Specific provider information is accessed by clicking Edit or
pressing F9, and the Provider: (new) setup window is accessed by clicking New or pressing F8.
Address Tab
Provider Code numbers are assigned to more than the doctors. Every member of the staff
should be set up as a provider and receive a provider Code number.
Provider and staff member Code numbers are utilized in Transaction Entry to identify the author
when a Patient note is generated. The only provider Code number that is printed on a claim form
or transmitted electronically is that of the physician assigned to the patient. All others are for inhouse monitoring and accounting.
F1
Look up Provider Entry-Address Tab
Default Pins and Default Group IDs Tabs
PIN and ID numbers assigned by Medicare, Medicaid, TRICARE, Blue Cross/Blue Shield and
other commercial carriers are recorded in the Default PINs and Default Group IDs tabs.
F1
Look up Provider Entry-Default Pins Tab
F1
Look upProvider Entry-Default Group IDs Tab
PINs Tab
The PIN matrix is contained in the PINs tab. This contains all of the provider’s PINs assigned by
the various carriers. This is the same table as that contained in the Insurance Carrier record.
F1
Look up Provider Entry-PINs Tab
Eligibility Tab
This tab is where you set up the provider to perform eligibility verification.
Chapter 4: Setting Up the Practice
24
F1
Look up Provider Entry-Eligibility Tab
Provider Class Records
Use this window to enter classes or groups for providers in your practice. Grouping providers into
classes is helpful when sending claims or statements electronically. Go to the Lists menu and
select Provider. Select Class from the drop-down menu. To create a new class of providers,
click New or press F8. To edit a class, click Edit or press F9. The Provider Class List window
appears. Enter an ID, Name, Description, and National ID (group NPI number) for the class.
Provider classes are assigned to specific providers in the Providers Entry window, Default
Group IDs tab.
F1
Look up Provider Class Entry
Insurance Carrier Records
Setting up the insurance carriers correctly is essential to getting claims paid in a timely manner.
Go to the Lists menu and select Insurance. Select Carriers from the drop-down menu or click
the Insurance Carrier speed button.
Address Tab
The information contained in the Address tab is standard and includes the
Practice ID code.
Some insurance carriers now require that submitted claims only contain NPI data. Use the NPI
Only check box or the NPI: trigger to transmit NPI Only data. Both options suppress tax
IDs/social security numbers in various data segments; however, neither option suppresses legacy
IDs and qualifiers in Loop 2010AA Segment REF and Loop 2310B Segment REF—some carriers
still request NPI only data along with legacy data, and these segments pull legacy data if it is in
the PIN matrix.
If your carrier requires true NPI only data (no legacy numbers in the claim), you will need to
remove the pin number and qualifier and the group ID and qualifier from the PIN matrix on the
Insurance Carrier window, PINs tab. If your practice has many insurance companies with multiple
PIN numbers, you can contact EDI Customer Support at (800) 334-4006, and Support can run a
script in the practice to automatically remove the PIN numbers.
Then either:
Go to the Lists menu and select Insurance and then select Carriers. On the Address tab of the
Insurance Carriers window, click the NPI Only check box.
—OR—
On the Insurance Carrier Entry window, Address tab, in the Practice ID field, enter NPI:.
If your carrier requires NPI data along with legacy data, you will need to select the NPI Only
check box or enter the NPI: trigger in Medisoft and then on a carrier-by-carrier basis, remove the
PIN numbers for carriers that require NPI only data, but leave the PIN numbers for carrier that
require NPI only data plus legacy data.
F1
Look up Insurance Carrier Entry-Address Tab
Options Tab
The Options tab provides fields for more specific information, including plan name and type.
Chapter 4: Setting Up the Practice
25
This is where you designate insurance classes, indicate the Procedure and Diagnosis Code Set
that are used by this carrier, select options in the various Signature on File fields, and specify
the Default Billing Method 1, 2, 3. The various Signature on File fields are provided to
determine what prints in Boxes 12, 13, 31, and 24K of the CMS-1500 claim form.
F1
Look up Insurance Carrier Entry-Options Tab
EDI/Eligibility Tab
In the EDI/Eligibility tab, be sure to enter the EDI Receiver if you are planning to submit
electronic claims. If the EDI receiver you want is not in the list, you can add it “on the fly” by
pressing F8. After you have signed up with a receiver for your electronic claims, that receiver
assigns your EDI Payor ID and EDI Sub ID numbers and any other necessary numbers or codes.
F1
Look up Insurance Carrier Entry-EDI/Eligibility Tab
Codes Tab
In the Codes tab, you can enter default payment and adjustment codes for applying payments
from this insurance company.
F1 Look up Insurance Carrier Entry-Codes Tab
Allowed Tab (Advanced and above)
This tab contains a listing of allowed amounts paid by the selected carrier for each of the
procedure codes contained in the program. Enter these amounts by hand or let the program
gather the information from insurance payments entered in the program.
F1
Look up Insurance Carrier Entry-Allowed Tab
Chapter 4: Setting Up the Practice
26
PINs Tab
The PINs tab contains a listing of all PINs assigned by the selected carrier to each provider
contained in the program.
F1
Look up Insurance Carrier Entry-PINs Tab
Insurance Class Records
Use this window to create insurance classes, such as Blue Shield or Medicare. Use these
classes to group insurance carriers for easier reporting. Go to the Lists menu and select
Insurance. Select Classes from the drop-down menu. To create a new insurance class, click
New or press F8. To edit a class, click Edit or press F9. The Insurance Class List window
appears. Enter an ID, Name, and Description for the class. Insurance classes are assigned in
the Insurance Carrier Entry window, Options tab.
F1
Look up Insurance Class Entry
Address Records
The Address file is your address book within the computer. It keeps the names, addresses, and
phone numbers (with extensions) of important outside contacts, such as referring physicians,
attorneys, employers, referral sources, etc. The Address file should include all important contact
persons whose phone, fax, cell, and e-mail numbers the practice needs at any time in the future.
Go to the Lists menu and select Addresses or click the Address List icon.
When you click New or press F8, the program automatically assigns an address code based
upon the Name field. The address code is not assigned until all information is entered and
saved. Use Search for and Field to look up the address code of existing records.
The addresses maintained in the program are classified by “type” assigned to facilitate ease of
selection in a drop-down list. These types include: Attorney, Employer, Facility (Hospital, Rest
Chapter 4: Setting Up the Practice
27
Home, etc.), Laboratory, Miscellaneous, and Referral Source. Correct types are required to
ensure the CMS-1500 form prints correctly.
F1
Look up Address Entry
EDI Receiver Records
EDI receiver records are used when sending claims or statements electronically. To get started
with electronic claim or statement submission, contact your local Value-Added Reseller or call
Medisoft directly at 800.333.4747 and request the enrollment package.
Optional direct claims software is available to send claims directly to selected carriers throughout
the country. Most of these are set up on a state or regional basis and handle Medicare,
Medicaid, Blue Cross/Blue Shield, and often commercial claims. There is a cost for each of these
programs, but, in most cases, there is no charge for claims filed. Information on other available
EDI modules can be obtained by calling your local Value-Added Reseller or Medisoft directly at
800.333.4747.
F1
Look up EDI Receiver Entry
Referring Provider Records
Many patient visits are the result of a referral from another provider. When a patient is referred to
your practice, you must record the Unique Physician Identification Number (UPIN). The referring
provider name prints in Box 17 of the CMS1500 claim form and the UPIN prints in Box 17a.
Go to the Lists menu and select Referring Providers. To enter a new referring provider record,
press F8 or click New.
Address Tab
The Address tab takes the basic information, plus specialty data and the license number. It
allows space for you to indicate whether this doctor is a Medicare participating healthcare
provider.
Default PINs Tab
The Default PINs tab displays UPIN and other identification numbers and information. If a
practice is performing internal lab work and/or X-rays, the attending provider is also the referring
provider. To get paid for this service, the attending provider must also be set up in the Referring
Provider file and assigned to the patient.
F1
Look up Referring Provider Entry
PINs Tab
Depending on the type of claims you file, you could have separate PINs from each insurance for
this referring provider. The PINs tab provides a PIN matrix where you can store these additional
PINs. If you send electronic claims, you are also required to enter qualifiers to the PINs, if
applicable. These qualifier codes indicate the type of PIN. Refer to the implementation guide for
you insurance carrier if you are not sure which qualifier to use. This is not provided by Medisoft
but by your carrier.
F1
Look up Referring Provider Entry
Billing Code List
A Billing Code is a user-defined two-character alphanumeric code. Billing Codes can be effective
in sorting and grouping patient records. Go to the Lists menu and select Billing Codes.
Chapter 4: Setting Up the Practice
28
The Billing Code List window lets you review and edit the codes contained in the program and
create new ones. If you want to use a code you have not previously entered, click New or press
F8 and the window for a code and description appears.
A billing code range is a filter available in most reports printed in Medisoft.
F1
Look up Billing Code Entry
Contact List (Advanced and above)
The Contact List contains a ready reference of people with whom you have had contact during
the course of business. The Contact window has space where you can add notes concerning
your conversations to help you keep track of what was discussed and any conclusions or
information shared during the conversation. For more information on the use of this feature, see
the Help files.
F1
Look up Contact Entry
Default Printer Selection (Advanced and above)
Setting a default printer for printing various superbills, claims, and statements involves a series of
simple steps to first identify items to be assigned to a specific device, followed by any additional
print setup selections.
Open Medisoft and select the Default Printer Options command from the Reports menu
window. The Default Printer window will open.
NOTE: this command is only available by default, if security is applied, to level 1 users. If you
plan on other user levels having access you will need to change the default permissions in
the Permissions window. If you are not using security any default printer settings are saved to
the workstation.
You will use the Default Printer Window to assign a printer to superbills, claims, and statements.
The window displays available reports and provides controls to select or delete a default printer.
After selecting a report, you can click the Select Printer button to select a printer from the Print
window. On the Print window (standard Windows printer interface window), you can further select
other available settings. You can also select multiple reports to assign to a default printer by
holding down the CTRL Key while clicking a report at the start of the range and holding down the
CTRL Key while clicking a report at the end of the list. Then when you click the Select Printer
button, you can assign all the selected items to the same default printer using the same default
settings.
The window also features a Delete button to remove a default printer from a report and a Reset
Default button to remove all assigned printers from the available reports.
If you assign a default printer to a report and the printer is not available for printing (disconnected
from the network, off-line, etc.), the system will prompt you to select another printer or cancel the
print job. If the printer is permanently no longer available, you would need to assign another
printer to all reports that were using this resource.
Chapter 4: Setting Up the Practice
29
F1
Default Printer Setup Options
F1
Setting a Default Printer
Tutorial Practice
To review the procedures outlined in this chapter, you can perform the following steps using the
tutorial database provided with this program.
Opening the Practice Record
Going to the File menu and selecting Open Practice.
The sample data set up in this tutorial is under the practice name Medical Group (Tutorial Data).
Highlight that name and click OK. If this practice name does not appear, click the Add Tutorial
button. Then select the practice and click OK. The practice name appears in the Title bar of the
main Medisoft window.
Creating a New Procedure Code
Click the Procedure Code List speed button. In the Procedure/Payment/Adjustment List, click
New.
In the General tab, enter XYZ in the Code 1 field, and then enter Test Code in the Description
field. Select Procedure charge in the Code Type field.
The Account Code is an internal code for in-house bookkeeping. It can be any configuration of
letters or numbers you want to assign to each accounting function, i.e., cash, checks, etc. Enter
OVSP (for Office Visit-School Patient).
Leave Type of Service empty. Enter 11 as the Place of Service, and leave Time to do
Procedure empty.
Chapter 4: Setting Up the Practice
30
Leave the Service Classification field alone. It defaults to A..
Leave the Alternate Codes fields alone.
Click the Taxable box to mark this code as needing tax charges added to it.
Click the Patient Only Responsible box.
No other fields in this window are applicable, so skip them.
Open the Amounts tab and enter 50 in field A as the amount you want charged for this procedure.
Enter 20 in the Cost of Service/Product field and 50 in the Medicare Allowed Amount field.
Click Save
Editing Procedure Codes
You need to edit a couple of the procedure codes in the program. If the
Procedure/Payment/Adjustment List window is not already open, click the Procedure Code List
speed button. In the Search for field, enter 99214. (Be sure the Field is set to Code 1.) Click
Edit. Open the Amounts tab. In field A, enter 75. Click Save.
In the Search for field, enter 82954. Click Edit. Open the Amounts tab and enter 12.50 in the A
field. Click Save. Click Close.
Creating a MultiLink Code
Go to the Lists menu and select MultiLink Codes. Click New.
In the MultiLink Code: (new) window, enter SCHOOLPHYS in the Code field. Enter a
description in the Description field, such as Physical, School. In Link Codes 1, enter 80050,
the general health screen panel; in Link Codes 2, enter 81000, a routine urinalysis; in Link
Codes 3, enter 93000, an EKG; and in Link Codes 4, enter 99241, office consultation. When
you have selected all of the procedures you want linked, click Save. Click Close.
Creating a New Diagnosis Code
Click the Diagnosis Code List speed button. Click New.
Chapter 4: Setting Up the Practice
31
Enter TEST in the Code 1 field. In the Description field, enter Test Diagnosis Code. Click
Save. Click Close.
Setting up a New Provider Record
Click the Provider List speed button. In the Provider List window, click New.
Skip the Code field. Enter the following information:
Name: I. M. Urdoc
Credentials: MD
Address: 1 Healthy Avenue, Stressfree, IA 68888
Office number: (123) 443-2584 (123-4HEALTH). There are no additional numbers, so leave
those fields blank.
This provider is a Medicare participating provider. Click the Signature on File check box, then
select or enter 4/3/89 as the Signature Date. Click the Medicare Participating check box.
Enter Dr. Urdoc’s License Number as ZYX1111110. His practice specialty is General Practice.
In the Default PINs tab, enter 102938475 in the SSN/Federal Tax ID field, choose Federal Tax
ID Indicator, and then enter 22222222 in the Medicare field.
No other information is available right now for Dr. Urdoc.
Chapter 4: Setting Up the Practice
32
When you have entered all the information, click Save. Click Close.
Setting Up a New Insurance Carrier Record
Click the Insurance Carrier List speed button. Click New.
Skip the Code field. Enter the following information:
In the Name field, enter A1 Insurance Partners. In the other appropriate fields, enter PO Box
11223, Hartford, CT 01234.
Open the Options tab.
Enter Best Choice in the Plan Name field. Enter HMO in the Type field. Leave the Procedure
Code Set and Diagnosis Code Set fields alone for now.
What you select in the various Signature on File fields determines what prints in Boxes 12, 13,
31, and 24K of the CMS-1500 form. For now, select Signature on File in each of them. Select
Provider Name and PIN in the Print PINs on Forms by clicking the box and selecting that
option. Leave the Default Billing Method as Paper.
Open the EDI/Eligibility tab. We aren’t dealing with electronic claims, so skip the top section of
the window. In the respective default payment application code fields, select INSPAY,
APWROFF, MCWH, DEDUC, and TAKEBACK. Click Save. Highlight A1 Insurance Partners,
and click Edit. (A new insurance record must be saved before the last two tabs are accessible.)
Open the PINs tab. For IM Urdoc, enter 1122334. When finished, click Save. Click Close.
Creating a New Address Record
Click the Address List speed button to open the Address List window. Click New.
Chapter 4: Setting Up the Practice
33
Leave the Code field blank this time and let the program automatically assign one based on the
Name field. The code is not assigned until all information is entered and saved.
In the name and address fields, enter Pizza Hut, 1234 Fifth Avenue, Anywhere, IA 85000,
1234567890 (this is the phone number). In Fax Phone, enter 1234567899. Be sure the Type
field reflects Employer.
The contact for this entry is Murray and in the ID field, enter Hawaiian, 3-Cheese. The ID, Extra
1, and Extra 2 fields are used for any other information you may want to enter to identify this
entry. When finished, click Save. Click Close.
Setting Up a Referring Provider Record
Click the Referring Provider List speed button. Click New.
Chapter 4: Setting Up the Practice
34
Create a record for Frank N. Stein, MD; 1 Spooky Drive, Transylvania, IA 85004; enter
[email protected] in E-Mail address, 4800981234 in the Office phone, 4800981233 as the
Fax, 6026789123 as the Home phone number, and 4805432109 as the Cell Phone number. Dr
Stein is a Medicare participating physician, his License Number is 5551212900, and his specialty
is Gastroenterology.
Open the Default Pins tab. Dr. Stein’s Federal Tax ID is 23YXO444 (be sure to choose Federal
Tax ID Indicator), and his UPIN is 2X3XC12. That’s all the information needed right now. When
information is entered in both tabs, click Save. Click Close.
Chapter 4: Setting Up the Practice
35
Chapter 5
Patient Record Setup
Patient List
Set Up
One of the most important functions in getting your practice computerized is entering patient data.
Go to the Lists menu and select Patients/Guarantors and Cases or click the Patient List speed
button. You can search for an existing patient’s record by entering the first few letters of his or
her last name in the Search for field.
If you want the Patient List window to open automatically each time you open the program, go to
Program Options and click Patient List in the Show Windows on Startup section of the
General tab.
Clicking New or pressing F8 opens an entry window to set up a new patient. Each of the data
windows during setup lets you edit, change, or delete the information contained in window. The
importance of entering correct information into the patient data files cannot be overemphasized.
From setting up the chart numbers to entering percentage amounts for insurance claims, the
effect of data entry is far reaching.
It is especially important to set up the guarantor when doing insurance billing.
F1
Look up Patient/Guarantor Entry
Setting Up the Chart Number
Every patient or guarantor must have a chart number and be set up in the database before
transactions can be entered.
If using the program’s default automatic settings, each chart number consists of eight
alphanumeric characters. If you leave the Chart Number field blank, the program automatically
assigns a unique chart number. If you want, you can change the default settings and have the
program automatically assign numeric chart numbers. Go to Program Options, open the Data
Entry tab, and click Use numeric chart numbers in the Patient section.
If you want to establish your own patient chart numbering system, type a number or code as soon
as you enter the new patient window. There is no need for corresponding numbers within a
family; the number sequence has little bearing on grouping of patients. Each patient is set up
individually in the program and individual bills are prepared for each guarantor. It is important to
understand that once assigned, the Chart Number cannot be changed. To correct a wrong chart
number, you’d have to delete the entire patient record and create a new one with the proper chart
number. All other data in the patient record can be modified.
F1
Look up Chart Number
New Patient Setup Window
Clicking New Patient or pressing F8 lets you set up a new patient record in the program.
Chapter 5: Patient Record Setup
36
Enter all known or necessary information. When entering an address, the focus moves from the
Street fields directly to the Zip Code field. The program has a feature that saves city, state, and
zip code information in a table. Once you enter a zip code with its associated city and state, the
next time you enter the zip code, the City and State fields are filled in automatically, saving you
time when entering new records.
In the Medisoft Advanced and Medisoft Network Professional programs, you can establish default
information, applied to all new patient records. Enter that information which is generally the same
for all of your patients, and then click Set Default. To remove your new default settings, hold
down CTRL and the button name changes to Remove Default.
When you enter a Social Security Number, the program checks through the patient records for
any duplications. If a number you enter is a duplicate, the program displays the name and chart
number of the patient first showing that Social Security Number.
Do not include spaces or hyphens as you enter dates or phone numbers. If you want the
program to automatically hyphenate Social Security Numbers, go to Program Options, open the
Data Entry tab, and click Auto format Soc. Sec. # in the Patient area. Then enter Social
Security Numbers without hyphens.
The Other Information tab contains fields for additional information relevant to the patient record,
such as the assigned provider, identification codes, and emergency contact numbers. If you have
chosen to use patient flagging (Advanced and above), the Flag field lets you choose which flag to
associate with the patient record, including None if you want to disable the feature after assigning
a flag.
F1
Look up Patient/Guarantor Entry-Other Information Tab
F1
Look up Program Options – Color Coding Tab (Advanced and above)
If the patient’s employer record has been set up in the Address file, this data is available in the
Other Information tab. Clicking the arrow or magnifying glass icon to the right of the Employer
field displays a list of those employer records already stored in the program. If the employer
record you need is not available, press F8 for the new employer setup.
F1
Look up Patient/Guarantor Entry and Patient List
Chapter 5: Patient Record Setup
37
Patient Quick Entry Overview
(Available with Medisoft Advanced and Network Pro)
The Patient Quick Entry feature provides another way to create patient records. This method
involves more initial setup but offers benefits for practices that want to streamline and customize
data entry. This feature provides a customized interface for patient entry. Using this feature
allows you to set up a method for entering patient data that reflects your work environment, which
simplifies data entry and increase efficiency. Patient and case data is easily added to existing
records or you can quickly create new records from one window without clicking multiple tabs.
This feature lets you select which fields from the Patient and Case windows are included on a
Patient Quick Entry template. Templates are the basic building block of this feature. You can
create and customize as many as needed and then when using the Patient Quick Entry feature,
you can select which template to build or edit a record from. When building templates, you cannot
remove required system fields, but can create as many templates as needed to reflect your office
workflow and job duties. And, you can on an ad-hoc basis add or remove fields on a template
from the Patient Quick Entry window.
For more information and complete instructions for setting up and using this feature, see:
F1
Look up Patient Quick Entry Overview,
F1
Look up Using the Patient Quick Entry Feature
Custom Patient Designer (Advanced and above)
A practice may need information that is not already gathered in the accounting package.
Medisoft lets you design a custom tab in the Patient/Guarantor window for gathering this data. It
could be eye color, hair color, emergency contact information, and so on. Go to the Tools menu
and select Design Custom Patient Data.
If there is information in the Patient/Guarantor window that you do not need or if you want to add
additional fields, go to the Tools menu and select Design Custom Patient Data. The Custom
Patient Designer window opens.
Installing this feature replaces any existing fields in the window.
Within the large blank area on the right, add whatever fields you want to gather the extra data.
Similar to the Report Designer function (see Chapter 13, page 95), you have tools with which to
define the fields, place Text or Data fields in the window in whatever order you desire, and create
shapes to frame, divide or accent the fields or sections within the window. There is an Add New
Data Field speed button that lets you specify the type of data the fields contain (Alphanumeric,
Date, or True/False) and then establish the field names. Click a field type speed button, and then
click in the window to place the field. Each field, when created, can be adjusted as to size,
alignment, and position.
Multiple custom patient tabs can be designed in a database, and you can access them by
opening the appropriate tab in the Patient/Guarantor window.
F1
Look up Custom Patient Designer
Chapter 5: Patient Record Setup
38
Setting up a Case
Transactions within the program are generally case-based. A case is a grouping of procedures or
transactions generally sharing a common treatment, facility or insurance carrier. You can set up
as many new cases as needed.
Each new case that is set up needs to contain the patient’s pertinent information. If you click
New Case or press F8 with the case list selected, only the Guarantor designation is copied to the
new case. To save time, click Copy Case to copy all the current case information, and then
revise those portions of the data that are different for the new case.
You definitely want to open a new case if the treatment comes under a different insurance carrier.
Suppose you are treating a diabetic patient regularly and he is injured on the job. His visits
regarding the work-related injury should be kept in a Workers’ Compensation case, totally
separate from the regular visits, for legal and reporting reasons. The ideal situation is to have a
case for each different malady from which the patient suffers. Then you can pull up groupings of
case visits to help you evaluate the patient’s overall health status. By pulling a case that contains
all diabetic treatments, one for high blood pressure, one for angina, and one for cancer, you get a
better picture of the full range of health problems.
If a patient comes for a onetime treatment, you can create a transaction
for that treatment without creating an entirely new case. Just select
different diagnosis codes in Transaction Entry when creating the
transaction.
Existing case numbers are found in the Patient List window through which you set up new
cases. Case numbers set by the program are sequential and not one of the numbers is repeated
within the program in a single data set.
An existing case can be edited or reviewed through the Patient List window or accessed from
any Case fields in the program by pressing F9. The patient Case window contains tabs that
display fields necessary to complete an insurance claim form.
In Medisoft Advanced and Medisoft Network Professional, you can limit the tabs that are
displayed. If a tab is not applicable to your practice or if you would prefer not to have it visible,
right-click the tabs. In the list that appears, click each tab you don’t want displayed. That tab no
longer appears in the Case window. To add tabs that are not visible, right-click the tabs and click
the tab you want displayed to remove the check mark.
The Personal tab establishes the patient and his or her guarantor information, marital and student
status, and employment.
F1
Look up Case – Personal Tab
The Account tab displays the provider, referral, and attorney information set up in the Address
file. It also covers billing and price codes and information on visit authorization, including the
number of visits.
F1
Look up Case – Account Tab
The Diagnosis tab allows for entry of up to four default or permanent diagnosis codes for this
case, plus entry for allergy and EDI notes. Information in the Allergies and Notes section is
displayed in Transaction Entry and the New Appointment Entry window of Office Hours when
a Chart number is selected.
F1
Look up Case – Diagnosis Tab
The Condition tab allows for entry of information pertinent to the illness, pregnancy, or injury and
tracking of symptoms. It also includes dates relative to the condition, plus Workers’
Compensation information.
F1
Look up Case – Condition Tab
Chapter 5: Patient Record Setup
39
The Miscellaneous tab contains supplemental information features like lab work charges, whether
the lab is in-house or outside, Referral and Prescription Dates, Local Use A and Local Use B
fields, case Indicator code, and prior authorization. It also provides space for recording
information concerning a primary care provider outside your practice.
F1
Look up Case – Miscellaneous Tab
The Policy 1, 2, and 3 tabs let you connect up to three insurance carriers to the patient record,
including policy and group numbers, and Insurance Coverage Percents by Service
Classification (how much the carrier pays for certain types of procedures). The service
percentage classification is tied to each procedure code.
F1
Look up Procedure/Payment/Adjustment Entry
A Deductible Met check box is provided in the Policy 1 tab. When the patient meets his or her
deductible obligation for the year, click this box and the status is displayed in the patient account
detail of the Transaction Entry window.
The three tabs have the same layout, except Policy 1 asks about Capitated Plan and Co-Pay
Amount and has the Deductible Met check box; Policy 2 asks if this is a Crossover Plan; and
Policy 3 can be set up for tertiary or third-party involvement.
F1
Look up Case – Policy 1, 2, and 3 Tabs
The Medicaid and TRICARE tab includes fields for all submission numbers, reference, and data
for each carrier. It also includes branch of service information.
Within the Medicaid and Tricare tab are EPSDT and Family Planning indicators, required
submission numbers, and reference data for the case. It also includes service information for
TRICARE claims.
The Multimedia tab (Network Professional only) allows you to add bitmaps, video, or sound to
your patient records.
F1
Look up Case – Multimedia Tab and Multimedia Entry
The Comment tab (Advanced and above) is provided for the entry of notes to be printed on
statements.
F1
Look up Case – Comment Tab
This EDI tab is where you enter information for electronic claims specific to this case. If applicable
to the claims for this case, enter values in the fields.
F1
Look up Case – EDI Tab
Custom Case Designer (Network Professional only)
As well as creating custom patient tabs, you can create custom case tabs in the Custom Case
Designer. Information in these tabs might be vital signs, immunization records, etc. Go to the
Tools menu and select Design Custom Case Data.
Within the large blank area, add whatever fields you want to gather for extra data. Similar to the
Report Designer function (see Chapter 13, page 95), you have tools with which to define the
fields, place Text or Data fields in the window in whatever order you desire, and create shapes to
frame, divide or accent the fields or sections within the window. There is an Add New Data Field
speed button that lets you specify the type of data the fields contain (Alphanumeric, Date, or
True/False) and establish the field names. Click a field type speed button, and then click in the
window to place the field. Each field, when created, can be adjusted as to size, alignment, and
position.
Chapter 5: Patient Record Setup
40
Multiple custom case tabs can be designed in a database, and you can access them by clicking
on the appropriate tab in the patient Case window.
F1
Look up Custom Case Designer and Format/Design Reports
Tutorial Practice
To review the procedures outlined in this chapter, you can perform the following steps using the
tutorial database provided with this program.
Entering Patient and Case Records
Setting Up a New Patient Record
Click the Patient List speed button to open the Patient List window. Click New Patient.
The Patient/Guarantor: (new) window opens on the Name, Address tab. Chart Number is the
first field. Skip this field and let the program create a unique chart number.
Create a record with the following information: Name: I.B. Gone; address: 246 Outtahere Street,
Pasturize, IA 55556; e-mail address: [email protected]; home phone number: (513) 224-4668
(remember to not enter parentheses or hyphens in phone numbers); work number: (123) 3456789; cell phone: (513) 224-1111; fax number: (513) 531-9766; birth date: 1/12/1975; sex:
Male; Social Security Number: 012-34-5678.
Open the Other Information tab. In the Type field, be sure Patient is selected. Assign J. D.
Mallard as the provider, click Signature on File and enter the signature date of 9/15/2004.
In the Employer field, select Bean Sprout Express. Mr. Gone’s status is Full time. When
finished, click Save. Click Close.
Chapter 5: Patient Record Setup
41
Opening a New Case
Open the Patient/Guarantor List window by clicking the Patient List speed button. Highlight I.B.
Gone in the left section of the window. Then choose the Case radio button at the top right of the
window. Click New Case.
Enter Back pain as the description of this case. Change Marital Status to Single. All the other
information is taken from the patient record.
Open the Account tab.
Chapter 5: Patient Record Setup
42
In the Assigned Provider field, enter IMU (for I.M. Urdoc). In Referring Provider, select Frank
N. Stein.
Let’s say Mr. Gone was referred by your stellar Yellow Pages ad. In Referral Source, select
Yellow Page Ad.
You’ve already received information from Mr. Gone’s insurance carrier and you know that
treatment is authorized through October 2006. Enter 10/31/2007 in the Treatment Authorized
Through field. In Authorization Number enter 6489211, in Authorized Number of Visits enter
12, and in the ID field, enter A.
Open the Diagnosis tab.
Chapter 5: Patient Record Setup
43
In Default Diagnosis 1, enter 724.2, and in Default Diagnosis 2 enter 847.2. Mr. Gone has
informed you that he is allergic to Codeine, so enter that in the Allergies and Notes field.
Open the Condition tab.
The reported injury date was September 15, 2002, the Illness Indicator is Injury, and the first
consultation date was September 21, 2002. There have been no similar symptoms. This was
Chapter 5: Patient Record Setup
44
related to an auto accident, so select Auto in Accident Related To. Mr. Gone lives in Iowa but
was visiting people in Arizona when the accident happened, so indicate AZ as the State. In
Nature Of, select Injured during recreation. No other fields are important for this case so leave
them blank.
Open the Policy 1 tab.
In Insurance 1, select A1 Insurance Partners. Mr. Gone’s Policy Number is 9782XYZ, and his
Group Number is 98KEY. The Policy Start date is October 1, 1998 and the End date is
October 31, 2007. Click Assignment of Benefits/Accept Assignment. Leave the default
information in the rest of the fields in this tab.
Mr. Gone has a secondary insurance policy. Open the Policy 2 tab. Select Aetna as his
secondary coverage, Policy Number 00034526Z, and the Group Number is 888B. Policy Start
and End dates are October 1, 1999 and September 30, 2008, respectively. Click Assignment
of Benefits/Accept Assignment. Your carrier assigns a Claim Number; in our case let’s use
283-8765D.
No fields in the Medicaid and Tricare or Multimedia (Advanced and above) tabs are necessary for
Mr. Gone, so skip these tabs. Click Save when finished.
Chapter 5: Patient Record Setup
45
Chapter 6
Transaction Entry
The Transaction Entry window is designed for easy transaction entry and to display as much
information with as few clicks or keystrokes as possible. Not only do you record all patient visits
and their charges, you also enter payments and adjustments that may be added to the ledger.
Medisoft is an Open Item Accounting program, meaning that transactions entered are marked
when paid but remain on the active ledger as long as the case is active. There is no clearing of
the ledger and bringing up a total to start a new month, as with a balance forward program.
Transaction entry is generally case-based. Transactions are entered into the patient ledger
grouped by case number. You can have a case for each transaction or for each diagnosis type.
F1
Look up Transaction Entry
Start with a Chart Number
From the Activities menu select Enter Transactions or click the Transaction Entry speed
button. Within Transaction Entry, two numbers are of prime importance: the chart number and
the case number.
Enter the chart number or click the Chart field and select the chart number from the drop-down
list. You also have the option of entering the superbill number or selecting the superbill number
from the drop-down list in the Superbill field. If the patient record has not yet been set up, press
F8 to bring up the Patient/Guarantor: (new) window. See Chapter 5 for setting up a patient
record, page 36.
When you press TAB or ENTER, a case number is selected in the Case field (if one is available).
By default, the most recently opened case is opened. You can change the default in the
Program Options window, Data Entry tab, Case Default field, see page 9.
If you want to create a new case, the shortcut to bring up the Case window is F8. Another
method of selecting a specific case is to click the speed button to the right of the Case description
field to open the Select Case by Transaction Date window. Cases are sorted on the Case
Chapter 6: Transaction Entry
46
drop-down menu based on the case number and appear in descending order; for instance, case
nine would appear at the top of the list, followed by case five, followed by case four, etc.
F1
Look up Select Case by Transaction Date
A document number is automatically assigned by the program and is used for reference and
filtering purposes, whether the field is displayed in the Transaction Entry window or not. You
can replace this number with your own if you want.
If you use superbills, you can enter a superbill Serial Number in this field to help keep track of the
superbill. To use superbill numbers in Transaction Entry, open Program Options and click
both Force Document Number and Use Serialized Superbills in the Data Entry tab.
You can also print blank, serialized superbills that are not assigned to an appointment. Before
using the feature if you have security applied to your practice, you will need to give access to this
feature to appropriate users. The default setting is for level 1 users only. For information on
changing permissions, see:
F1
Look up Permissions
The same options you selected to use Superbills also applies if you want to print blank superbills:
the Force Document Number and Use Serialized Superbills options on the Program Options
window, Data tab must be selected.
Once enabled, you can print a blank Superbill by selecting the Blank Superbill command on the
Reports menu and at a later date, assign the blank superbill to a chart and case in the
Transaction Entry. For more information, see:
F1
Look up Printing Blank Superbills
F1
Assigning a Blank Superbill to a Patient and a Case
Sometimes there is a need to provide more documentation about a transaction. This can be
done in a special Transaction Documentation window activated by pressing F5 or clicking Note
in the Charges section of the Transaction Entry window.
There are various transaction documentation types available, e.g., Diagnostic Report,
Ambulance Certification, etc., and they can be viewed in the Quick Ledger.
F1
Look up Transaction Documentation
If you need to enter drug/prescription information for a charge on the Transaction Entry window,
you can click the Details button to open the Transaction Details window. On this window you can
add data which is then included on a custom report or a printed claim. You will need to customize
a report and modify fields 24A-24H to add National Drug Code (NDC) data in a charge line
(electronic claims automatically pulls this data for claims). For more information on modifying a
report, see Report Designer. And, to view NDC Information on the Transaction Entry, you will
need to add the NDC fields to the grid.
Chapter 6: Transaction Entry
47
F1
Look up Adding NDC Information, Report Designer, and Grid Columns
Entering a Charge in Transaction Entry
Once you have selected patient chart and case number in the Transaction Entry window, click
New or click in any column of the Charges section.
The current date is automatically entered. If you are entering transactions from earlier dates,
insert the correct date of the entries with which you are working. If you have a number of
transactions from a different date, you can change the program date by clicking the date in the
lower right corner of the program window and selecting a new date. Be sure to change the date
back to the current date when finished.
The Transaction Entry window displays on a tabbed panel the current insurance carriers assigned
to the patient’s case along with the aging columns. The aging columns’ appearance is dictated by
setting on the Program Options tab.
Enter information in the Procedure column and any other information that is necessary to
complete this charge transaction.
To create a second charge transaction, click the down arrow key or click New.
Sort the columns in the Transaction entry by clicking a column header to sort the grid by that
value (Medisoft Advanced and Medisoft Network Professional feature). For instance, click the
Procedure header to display transactions sorted by the procedure numbers of the line items. The
default sorting pattern is based on date and sorts in a descending order and the last sort selection
is also saved for next use. For more information, see:
F1
Look up Sorting the Transaction Entry Grids
Entering a Payment or Adjustment in Transaction
Entry
After selecting patient chart and case numbers in the Transaction Entry window, you can enter a
payment by clicking New in the Payments, Adjustments, and Comments section of the
window.
The current date is inserted in the Date field. Select the Pay/Adj Code, and then enter Who
Paid, a Description, and the Amount. If the payment is being made by check, the check
number can be entered in the Description field.
Apply Payments or Adjustments to Charges
We recommend that you apply all payments and adjustments to
charges. Failure to do so results in other parts of the program not
functioning properly, i.e., remainder billing and the delay secondary
billing feature (Advanced and above), to name only two. In addition,
some report results will be incomplete or inaccurate.
You can distribute a payment or an adjustment to a specific charge or charges by clicking Apply.
The Apply Payment to Charges or Apply Adjustment to Charges window opens (depending
on whether you are applying a charge or an adjustment) and lets you direct that payment or
adjustment to the proper charge or charges.
Besides displaying the source of the payment or adjustment and the patient’s name, the Apply
Payment to Charges or Apply Adjustment to Charges window also displays the number of
charges in this case. The upper right corner displays the unapplied amount entered in the
payment.
Chapter 6: Transaction Entry
48
Once the entry is complete and verified, click Close to return to Transaction Entry. You can
then click Print Receipt (which gives the patient a Walkout Receipt before leaving the office),
click Print Claim (which prepares entries that have not yet been submitted on an insurance claim
and sends them to print), or click Close to exit the window.
F1
Look up Apply Payment to Charges or Apply Adjustment to Charges
Unprocessed Transactions
The Unprocessed Charges window provides an interface between an Electronic Medical
Records (EMR) service and Medisoft via Communications Manager.
This window provides controls to with edit and post financial transactions imported from an EMR
service and Medisoft.
Transactions imported into Medisoft from an EMR service through Communications Manager
are held as Unprocessed Charges until they can be processed by a Medisoft user.
From Activities menu select Unprocessed Transaction and then select Unprocessed EMR
Charges. The Unprocessed Charges window appears with a list of transactions that have yet to
be posted.
The columns in the list correspond to information from EMR application Columns such as billing,
providers, diagnosis codes, and procedure codes should be reflected in the same manner as
found in your practice management software.
F1
Unprocessed Transactions Overview
Communications Manager Overview
This product allows you to transfer data between Medisoft and EMR programs. Currently, you can
create a connection to Medisoft Clinical, InstantDx, Practice Partner Patient Records, MediNotes,
RelayHealth (send patient demographics only), and SpringCharts. The product also provides a
Standard HL7 connection type that supports sending patient demographics and scheduling data
to any EMR that is HL7 and Communications Manager compliant.
There are two major components to the Communications Manager suite:
Communications Manager: This portion of the program allows you to create connections between
your practice management software and third-party programs. One connection to each of the
third-party programs can be created for each practice. Communications Manager also allows you
to define connection settings and manage connection errors. Once you set up your connections,
it rarely requires additional maintenance.
Communications Messenger: This portion of the program manages the transfer of data between
your practice management software and third-party programs. Once you have enabled the
Communications Messenger and set up your connections through Communications Manager,
Communications Messenger will automatically deliver and receive data. Once this program
successfully sends its first message, it rarely requires additional maintenance.
For more information, see:
F1
Look up Communications Manager Main Window
F1
Look up Creating a New Connection
Patient Treatment Plans (Network Professional only)
When a patient has a choice of options for the treatment he or she can receive, a treatment plan
can be prepared which sets out the different treatments offered and the cost of each plan.
Chapter 6: Transaction Entry
49
F1
Look up Treatment Plan List
Print Receipts, Create Claims
Once a transaction has been entered and saved, the transaction can be displayed in the
Transaction Entry window. By sliding the scroll bar at the bottom of the window, a full summary
of the transaction is revealed.
You can now print a receipt for the patient, file a claim, or close the window.
F1
Look up Create Claims
Billing Charges (Advanced and above)
This feature lets you apply billing charges to accounts that are past due.
Before you can use this feature, you must set up at least one billing charge type of procedure
code. Do this through the Procedure/Payment/Adjustment List and
Procedure/Payment/Adjustment: (new) windows. Fill in the Code 1 and Description fields.
Be sure to select Billing charge in the Code Type field. Add whatever other information you
want and save the code. Create as many billing charge codes as you need.
If desired, you can use billing codes (which are used to categorize patient records) and indicator
codes in applying billing charges. Be sure these codes are set up if you want to use them.
Go to the Activities menu and select Billing Charges. Use the range limitations to select the
records to which you want to apply the billing charges. The Charges Creation Date is the date
that appears in the ledger with the billing charges. This can be whatever date you choose (but
the transactions created still show on the current day’s activity reports).
Fill out all the requested information, then click Start. New transactions are added to each
patient record that fits the criteria you selected.
F1
Look up Billing Charges and Procedure/Payment/Adjustment Entry
Quick Ledger (Advanced and above)
The Quick Ledger in Medisoft gives a quick reference for transaction and other information in the
patient’s account. There are two types of Quick Ledgers in Medisoft: the Patient Ledger and the
Guarantor Ledger.
The Patient Ledger displays transaction information and account totals for individual patients.
The Patient Ledger is the default ledger in Medisoft.
The Guarantor Ledger provides the same information as the Patient Ledger but allows you to
view guarantor totals as well. In the Program Options, General tab, you can select Guarantor
Ledger as your default ledger.
To get quick and easy access to a patient’s ledger from almost anywhere in the program, press
F7 or click the Quick Ledger speed button.
Chapter 6: Transaction Entry
50
While no new transactions can be made in the ledger itself, it is possible to edit and print the
ledger and gain valuable detail on patient accounts.
You can change responsibility for a selected transaction in the Quick Ledger window. Right-click
a transaction to change its responsibility between insurance carriers or from an insurance to the
patient. This feature lets you skip entering the zero-dollar insurance payment to indicate that no
payment is coming from the insurance carrier.
F1
Look up Changing Responsibility in Quick Ledger
The Quick Ledger detail window is very similar to the Transaction Entry window. Use the
horizontal scroll bar to reveal additional data fields. A navigation bar lets you move quickly
through the list of transactions. Three buttons open additional data fields.
Click Edit or press F9 to open the Transaction Entry window where charges, payments and
adjustments can be reviewed and edited, as needed. Both the Patient and the Guarantor
Ledgers let you view the notes entered for transactions in the grid and also add a note. Click the
Note button or press F5 to toggle the display any transaction notes attached to the transaction. If
a note is not yet attached, you can enter a note. The second column from the left (next to the
record pointer column) displays a note icon if the transaction has a note. For more information on
adding a note, see:
F1
Adding a Note to a Line Item on the Quick Ledger
Click Payment Detail to display all payments/adjustments made toward a specific charge. Click
Filter to search which transaction data to display. Real power comes with using multiple filters.
Navigation buttons in the Payment/Adjustment Detail window are for selecting other entries in
the Quick Ledger to review without having to exit the Payment/Adjustment Detail window first.
If you click Quick Statement, you print statements from the Reports
menu. If you click Statement, you print statements from Statement
Management.
F1
Look up Quick Ledger, Payment/Adjustment Detail, and Transaction Filter
Quick Balance (Advanced and above)
Quick Balance is a quick summary of all remainder charge totals contained within the program
for a selected guarantor record. It can be displayed at just about any time while working in the
Medisoft program by clicking the Quick Balance speed button or pressing F11.
Chapter 6: Transaction Entry
51
If the record selected is a guarantor’s record, the Quick Balance window displays each patient
for whom the guarantor is responsible and the total qualifying remainder charges for each. If the
record selected is not a guarantor’s record, a listing of all the selected patient’s guarantors is
displayed. Choose a guarantor to see the quick balance.
If you click Print in Quick Balance, you print statements from the
Reports menu.
F1
Look up Quick Balance
Tutorial Practice
To review the procedures outlined in this chapter, you can perform the following steps using the
tutorial database provided.
Transaction Entry
To begin, go to the Activities menu and select Enter Transactions or click the Transaction Entry
speed button.
For this exercise, enter GON in the Chart field to pull up Mr. Gone’s chart. Press ENTER. His
most recent case opens and a number appears in the Document field. If this field does not
appear and you want to see it, go to Program Options, open the Data Entry tab, and click Force
Document Number. Return to the Transaction Entry window.
To create a new transaction, click any column in the Charges section or click New. Any
information contained in the case Allergies and Notes box is popped up for your view. Click OK
to clear this message and continue.
Enter 99214 (Office visit) in the Procedure column. Press ENTER. All available information
concerning that procedure code is automatically entered in the appropriate column. The charge
shows $75 for the visit.
To create a second charge transaction, press the down arrow or click New. Now enter a second
procedure code for this visit, 82954 (Glucose Test). Note that the Amount field shows $12.50.
Mr. Gone is making a payment of $10 on the account. Click any column in the Payments,
Adjustments, and Comments section, and then enter the procedure code for a cash copayment (COPAY10). In Who Paid, select Mr. Gone. In the Description field, enter Copayment. Notice that -10 is entered in the Amount field. Click Apply.
The Apply Payment to Charges window shows each of the charge entries that have been made
and a white column marked This Payment.
Chapter 6: Transaction Entry
52
With the $10 to apply, select the charge that is $75.00, click in the This Payment column of that
transaction, and enter 10. Click Close.
You need to make an adjustment, so click New in the Payments, Adjustments, and Comments
section of Transaction Entry. Enter the adjustment code CACSYDISC, in the Pay/Adj Code
field, Courtesy Discount in the Description column, and 5 as the adjustment amount. Click
Apply.
The Apply Adjustment to Charges window is similar to the Apply Payments to Charges
window.
Locate the $65 balance and enter 5 in the This Adjust column. Click Close to return to the
Transaction Entry window.
Transaction Documentation
You need to add a note to the first transaction. Locate that transaction in the Charges area and
click Note in that same area. (You can add a note to either a charge transaction or a
payment/adjustment transaction.)
The default Type is Transaction Note (internal use only). Enter the following in the
Documentation/Notes area of this window: Follow up with the carrier on this charge.
Press the ENTER key and then press CTRL +T to enter a date and time stamp in the note. Click
OK. Click Save Transactions. In the column to the right of the selected transaction there is a
small icon, which indicates that a note has been added. This indicator is also displayed in the
Quick Ledger window next to this transaction.
Click Close to close the Transaction Entry window.
Chapter 6: Transaction Entry
53
Chapter 7
Claim Management
This chapter explains briefly how to manage claims within the Claim Management window and
includes creating, editing, printing/reprinting, and listing claims, as well as changing claim status.
The Claim Manager’s Job
To help you better understand the function of claim management, let’s use a shipping analogy.
Whereas Cases are containers filled with claims for specific diagnoses, claim management is the
process by which the cases are checked, sorted and delivered. In other words, claim
management is the process of making sure all shipments are correct, ready to be sent and
shipped to the right companies (insurance carriers).
The Claim Manager (the person performing claim management) checks the claims, makes sure
the boxes are properly marked, and sends them on their way. She determines whether the
shipment goes by truck (paper claims) or by air (electronic claims). When a box is returned
(rejected claim), the Claim Manager makes whatever changes are necessary (with help from the
EOB or Audit/Edit Report) and ships the box again (resubmits the claim).
Someone else sees and treats the patients. Another person enters data from the superbill to
begin the billing process. Once all the data has been entered, it must go through the Claim
Manager’s office before being sent to an insurance carrier.
The Claim Manager focuses on three principal areas, not necessarily sequential: review, batch,
and final review.
Watchdog: The Claim Manager is, first of all, the watchdog of the claims. She checks each
claim and verifies the numbers. She has the authority to edit the claim and make needed
changes. If she sees that a claim should go to a different carrier than indicated, or if the EDI
receiver information is incomplete, she corrects the record. She has access to all three carriers,
primary, secondary, and tertiary. She checks the billing date and how the claim is to be sent,
either by paper or electronically. And then she can indicate the status of the claim. There is a
place where she can add any special instructions that need to go with the claim.
Batch ‘em up! The function of creating claims serves to group claims that are headed to the
same destination. The Claim Manager gathers and sorts by range of dates or chart numbers.
Transactions can be selected that match by primary carrier, Billing Code, case indicator, or
location. Random Billing Code numbers can be selected. The Claim Manager can also indicate
a minimum dollar amount for creating the claims, eliminating claims too small to be worth billing.
Reviewer: The Claim Manager has at her fingertips a List Only button that lets her retrieve
claims that match a certain criteria that she has determined. The List Only Claims That Match
window is a “show me” window that lets the Claim Manager review all that is in the program. The
claims that come before her can be given a final check for accuracy and completeness. She can
select specific or all carriers to review. She can group all electronic media claims.
Besides these three focus areas, the Claim Manager also has responsibility to mark claims that
are paid and those that are rejected.
Marking paid claims: The date of submission in the Claim Management window indicates
when the claims were shipped or transmitted. Claims are marked under the designation of “Sent”
and the date is automatically inserted. The claims stay in Claim Management marked as “Sent”
until they are manually changed in the Claim edit window as having been received and
dispatched by the carrier. When a payment is received, use the EOB to enter all payments
Chapter 7: Claim Management
54
through transaction entry. If selected in Program Options (Payment Application tab, Mark
Completed Claims Done field), the status for paid claims is automatically changed to “Done.”
Handling rejected claims: When a paper claim is rejected for payment by the insurance carrier,
change the payment status in the Claim Management window from “Sent” to “Rejected.”
Now put yourself in the picture. Picture yourself as the Claim Manager. The tools by which you
get the job done are found in Claim Management.
The Claim Management Window
To perform any claim management functions, go to the Activities menu and select Claim
Management, or click the Claim Management speed button. This window features several
sections used for various tasks.
Header
Search: Enter values for which you want to search in the grid. This field is affected by the
variable in the Sort By field
Sort By: Click the down arrow to select the variable by which you want to search. For more
information, see:
F1
Look up Grid Columns
List Only: Click this button to list only certain claims in the grid. For more information, see:
F1
Look up List Only Claims that Match
Change Status: Click this button to change the status on a batch of claims. For more
information, see:
F1
Look up Change Claim Status/Billing Method
Navigation Buttons: These buttons in the upper right corner of the window allow you to move
through the displayed records. The button at the right end of the navigation buttons refreshes the
information in the grid.
Grid
This section shows you information about each claim. You can add and remove fields from this
section by clicking the grid modification button in the top left corner of the grid.
F1
Look up Grid Columns
Chapter 7: Claim Management
55
Click a column header to sort the grid by that column. When you exit the Claim Management
window, the application saves your currently selected sorting pattern and displays this selection
the next time you access the window.
The column next to the record pointer indicates whether notes are attached to the particular
claim. If the column contains a page icon, highlight the record and press F5 to view the note.
F1
Look up Claim Comment
Buttons
Edit: Click this button to edit the selected claim.
F1
Look up Edit Claim
Create Claims: Click this button to create claims.
F1
Look up Create Claims
Print/Send: Click this button to print the claims on paper or send them electronically.
F1
Look up Print/Send Claims
Reprint Claim: Click this button to rebill claims.
F1
Look up Reprinting Claims.
Claims Manager: This button is only available if you have enrolled in Claims Manager, an online
electronic claims service. Click this button to launch the service.
F1
Look up See Claims Manager
Note: When you enroll providers and insurance payers in Claims Manager, the program assigns
the Claims Manager EDI receiver as the method of sending claims for those payers. If you do not
enroll all the providers in the practice in Claims Manager, you will have to make manual changes
to send the unenrolled providers' claims. Click here for more information.
Delete: Click this button to delete the claim number and release the transactions bound to the
claim. You can then put those transactions on a different claim.
Close: Click this button to close the window.
Creating Claims
It is in the creating claims operation that a claim is finally prepared for submission.
Chapter 7: Claim Management
56
Preparation can involve a single claim or a batch. Claims are gathered by range of dates and/or
chart numbers. The selection of claims to be created can be further narrowed by specifying detail
in the Select transactions that match, Provider, and Include transactions if the sum is
greater than fields.
F1
Look up Create Claims
Editing Claims
This function within the program is the watch dog area where you can verify and edit the claims
that are ready to be submitted for payment. It is a safety net where problems can be solved, and
information entered in a transaction can be overridden if necessary. An override in the Claim edit
window changes that claim submission, but does not affect the default database.
As the claim comes up for final verification, it may be determined that a change needs to be
made, such as a different carrier or EDI receiver.
By highlighting a specific claim and clicking Edit or pressing F9, the Claim edit window appears
with the claim details and information concerning all assigned insurance carriers and their
pertinent data.
Chapter 7: Claim Management
57
The detail also indicates submission method assigned to the claim (paper or electronic), as well
as the claim status. Claim status options include: Hold, Ready to send, Sent, Rejected,
Challenge, Alert, Done, or Pending. The status of the claim can be changed at this point.
Any time a claim is sent, a batch number is assigned. That number shows in the Batch data box
in the center of the window of the claim you are reviewing. If a claim needs to be resubmitted, the
batch number coincides with the number shown in the Claim Management window and the one
you use to designate those claims that need to be resubmitted.
The Transactions tab reveals a listing of all transactions applied to the selected claim. You can
split, add, or remove qualifying transactions in this tab. The Comment tab provides an empty box
in which to place whatever comments you feel are necessary concerning this claim and/or any
transactions relating to it. If you have Medisoft Advanced or Medisoft Network Professional,
these notes are represented by a note icon in the Claim Management window. Double-click the
icon to view or edit the note.
F1
Look up Edit Claim
Printing Claims
Once claims are created, you can print them by clicking Print/Send. Indicate whether you are
sending the claims on paper or electronically, then apply filters to select only those claims you
want to send.
F1
Look up Print/Send Claims
Troubleshooting Insurance Claims
„
Claim Form Not Centered
If your insurance claims are printing just a little off center, this can be fixed by entering the
Report Designer (Reports menu, Design Custom Reports and Bills). Open the insurance
form you use for printing claims. Go to the File menu and select Report Properties. In the
Form Offset area of the window, adjust the form as necessary from the top and/or left
margins. The form is moved in increments of one hundredth of an inch. When the form is
adjusted, save the form, exit the Report Designer, and reprint your claim.
For more detailed information, go to the Knowledge Base (www.medisoft.com/kb).
Reprinting Claims
If necessary, you can reprint claims without regard to their status. To reprint an entire batch, the
status must be changed for the batch.
F1
Look up Reprinting Claims
Listing Claims
The Claim Management window has a claims viewing feature that lets you retrieve claims that
match a set of criteria that you define. Click List Only.
Chapter 7: Claim Management
58
In the List Only Claims that Match window, use one or more of the options to limit the claims
you want to appear in the window.
F1
Look up List Only Claims that Match
Changing Claim Status
In the Claim Management window, all submitted claims are automatically marked Sent with an
indication of the method of submission. There may be occasions when you need to change this
status.
Entire Batch
If the status of an entire batch needs to be changed, you can change all the claims at once.
Highlight one of the claims and note the number listed in the Batch 1 column in the Claim
Management window. Click Change Status. The Change Claim Status/Billing Method
window is opened.
Choose the Batch radio button and enter the batch number from the Batch 1 column in the
Claim Management window. Then choose the appropriate radio buttons in the Status From and
Chapter 7: Claim Management
59
Status To sections. All claims with that batch number have the status changed when you click
OK.
Selecting Multiple Claims
When only one or a few claims within the same batch or claims from multiple batches need a
status change, hold down the CTRL key and click each claim that needs the status changed.
Note that the selected claims do not need to have the same claim status to begin with, but they
are all changed to the same status. Click Edit.
In the Change Claim Status/Billing Method window, choose the Selected Claim(s) radio
button, then choose the appropriate radio buttons in the Status From and Status To sections. If
you have chosen claims with varying statuses, choose Any status type in the Status From
section. When finished, click OK.
F1
Look up Change Claim Status/Billing Method and Marking Claims
Sending Claims to a File
The HCFA11 program takes data and puts it in an MS-DOS text file in CMS format. The program
prints only the Group ID Number in Box 11.
Only the standard CMS can be used with this feature.
Now you can follow the instructions given in your third-party program to access this claim file.
F1 Look up Sending Claims to a File.
Tutorial Practice
To review the procedures outlined in this chapter, you can perform the following steps using the
tutorial database provided with this program.
Claim Management
To perform any claim management functions, click the Claim Management speed button to open
Claim Management. Be sure you are using the tutorial database for these exercises.
Creating Claims
Click Create Claims in the Claim Management window.
Chapter 7: Claim Management
60
Since we created two charge transactions for I.B. Gone in the Transaction Entry portion of this
tutorial, let’s create the claim for these charges. Click the first Chart Numbers range field and
type GON to set GONI0000 in the first Chart Numbers field. Repeat this process in the second
Chart Numbers field.
Click Create. When you return to the Claim Management window, change the Sort By field to
Chart Number and type GON in the Search field. A new claim has been created for GONI0000.
The claim number may not match that shown in figures below.
Editing Claims
To edit the claim, highlight the GONI0000 claim and then click Edit or press F9 to open the Claim
editing window.
Open the Comment tab. Type the following message: Notify attorney when claim is paid by
primary carrier. Press ENTER and then press CTRL+T to enter a date/time stamp.
The two transactions we created in Transaction Entry are now part of one claim. Suppose you
find out that they have to be sent separately (for whatever reason). Open the Transactions tab.
Chapter 7: Claim Management
61
This tab shows that both transactions are included in the selected claim. To split the claim,
highlight the second transaction, procedure code 82954, and click Split. Click Yes to split the
claim. The second transaction is removed from the claim. Click Save. When Claim
Management is reopened, a second claim has been created and displays below the original
claim.
Sending Claims
Once the claims are ready to go, in the Claim Management window, click Print/Send to open
the Print/Send Claims window.
We are dealing only with paper claims in this tutorial, so leave the setting at Paper and click OK.
The Open Report window opens so you can select the claim form on which to send the claim.
For now, highlight CMS-1500 (Primary) and click OK.
The Print Report Where? window pops up for you to indicate whether you want to preview the
claim before printing or just send the claim directly to the printer. For now, leave the setting on
Preview the report on the screen and click Start.
The program assembles the information and then displays the Data Selection Questions
window. In each of the Chart Number Range fields, enter GON and press TAB to print only Mr.
Gone’s claims. Click OK.
The claim is displayed in the Preview Report window. If you have preprinted CMS-1500 claim
forms, put a couple in your printer. Click the Print Report speed button. Answer whatever
questions you may need in the Print window, and then click OK.
Click Close in the Preview Report window. You may briefly see an Update Billing Status
window and then are returned to Claim Management and the claim for Mr. Gone is printed. The
claim status has been automatically changed to Sent, a batch number assigned, and the current
date entered in the Bill Date 1 column for both claims.
Changing Claim Status
Through Claim Management, all submitted claims are automatically marked Sent with an
indication of the method of submission. The status needs to be changed when the claim is paid
completely or if a claim is rejected or put on hold or pending for some reason. Time has passed
since you printed and sent the claims for I.B. Gone and you’ve received a rejection notice from
the carrier. You’ve already corrected the errors and are ready to resend the claims. To locate
Mr. Gone’s claims, we’ll use a different portion of the program. Click List Only and type GON in
the Chart Number field and press TAB. Click Apply. In Claim Management, make note of the
batch number and click Change Status.
Chapter 7: Claim Management
62
Choose the Batch radio button and make sure the batch number in the box matches that shown
in Claim Management.
Since we used the List Only Claims that Match window to locate
the claims, the batch number is automatically entered in the Change
Claim Status/Billing Method window.
In the Status From section, choose Sent. In the Status To section, choose Ready to Send.
Click OK.
You are now ready to send the claims for I.B. Gone again.
Chapter 7: Claim Management
63
Chapter 8
Statement Management (Advanced and
above)
This chapter explains briefly how to manage statements within the Statement Management
window and includes creating, editing, printing/reprinting, and listing statements, as well as
changing statement status.
To perform any statement management functions, go to the Activities menu and select
Statement Management or click the Statement Management speed button.
You can also track patients that do not immediately pay their copay using the Copay Remainder
statement. This format is only available when processing statements using the Statement
Manager feature. Before using this statement format, you will need to select the Add Copays to
Remainder Statements box on the Program Options window, Billing tab.
F1
F1
Lookup Program Options window, Billing tab
Lookup Tracking Missed Copays
You can use Statement Management to create, to bill, and to rebill statements all from one place.
You can also view information about the statement, such as the guarantor, the status, the initial
billing date, and the type. You can also generate statements to track missed copays. For more
information, on setting up and using this feature, see the topic Tracking Missed Copays.
Statement Management Window
The Statement Management window has several sections:
Header
Search: Enter values for which you want to search in the grid. This field is affected by the
variable in the Sort By field.
Sort By: Click the down arrow to select the variable by which you want to search. If you want to
sort by Submission Count, you have to add that column to the grid to see the counts. For more
information, see:
Chapter 8: Statement Management
64
F1
Look up Grid Columns
List Only: Click this button to list only certain statements in the grid. For more information, see:
F1
List Only Statements that Match
Change Status: Click this button to change the status on a batch of statements. For more
information, see:
F1
Change Statement Status/Billing Method
Navigation Buttons: These buttons in the upper right corner of the window allow you to move
through the displayed records. The button at the right end of the navigation buttons refreshes the
information in the grid.
Grid
This section shows you information about each statement. You can add and remove fields from
this section by clicking the grid modification button in the top left corner of the grid. Click a
column header to sort the grid by that column. For more information, see:
F1
Look up Grid Columns
The column next to the record pointer indicates whether notes are attached to the particular
statement. If the column contains a page icon, highlight the record and press F5 to view the note.
For more information, see:
F1
Look up Statement Comment
You can also add remainder balance calculations to line items once the Remainder Balance
column is added to the grid (values appear on statements marked as sent, not those marked as
done). For more information on adding this column to the grid and displaying remainder balances,
see:
F1
Look up Displaying Remainder Balances on the Statement Management Grid
Buttons
Edit: Click this button to edit the selected statement. For more information, see:
F1
Look up See Edit Statement
Create Statements: Click this button to create statements. For more information, see:
F1
Create Statements
Print/Send: Click this button to print the statements on paper or send them electronically. For
more information, see:
F1
Print/Send Statements
Rebill Statement: Click this button to rebill statements. For more information, see
F1
See Rebilling Statements
Delete: Click this button to delete the statement number and release the transactions bound to
the statement. You can then put those transactions on a different statement.
NOTE: If you delete electronic statements that have already been billed and decide to recreate
them, the program will automatically assign a media of Paper to those statements. For more
information, see:
Chapter 8: Statement Management
65
F1
Recreating Electronic Statements
Close: Click this button to close the window.
Creating Statements
Click Create Statements to gather available transactions onto a statement.
You can create a single statement or an entire batch. Enter ranges of transaction dates and/or
chart numbers to control which statements are created. Also, you can further limit the statements
created by entering information in the Select transactions that match, Include statements if
the remainder total is greater than, and Statement Type areas of the window.
F1
Look up Create Statements
Editing Statements
Highlight a specific statement and click Edit or press F9 to edit a statement. You can modify
general statement information, the transactions that appear on the statement, and any comments
attached to the statement. When you make changes in the Statement edit window, you modify
only that statement and do not affect the defaults for other statements.
Chapter 8: Statement Management
66
The detail also indicates submission method assigned to the statement (paper or electronic), as
well as the statement status. Statement status options include: Hold, Ready to send, Sent,
Failed, Challenge or Done. You can also see the statement type, initial billing date, batch
number, submission count, and most current billing date.
Any time a statement is sent, the program assigns the statement a batch number. That number
shows in the Batch field. The program also updates the submission count, the number of times
the statement has been sent, and the billing date.
The Transactions tab shows all the transactions that appear on the statement. You can split, add
to, or remove transactions from statements in this tab. The Comment tab provides an empty box
in which to place whatever comments you feel are necessary concerning this statement and/or
any transactions relating to it. If you add a note here, an icon is displayed next to the statement
in Statement Management. You can double-click the note to view or edit the note.
F1
Look up Edit Statement
Converting Statements
To make it easier to use Statement Management, you can now easily convert old statements into
Statement Management statements in the format’s report properties. This is done through the
Design Custom Reports and Bills option in the Reports Menu.
F1
Look up Converting a Statement Format to a Statement Management Format
Printing Statements
Once statements are created, click Print/Send to process them. Indicate whether you are
sending the statements on paper or electronically. If you are sending statements electronically,
specify the format for the statements. Then apply filters on the Data Selection Questions window
to select only those statements you want to send.
TIP: Use the True option on the In Collection Match check box to display only records that meet
the criteria of true or in collections. Selecting False will not apply the filter. A field left blank has
no limits placed on it and the program searches the entire database and includes all information
that fits the criteria.
Use the Txn Sort Order list to sort transactions within a statement and to the statements as a
group. Choices include: Entry order, Date of Service, and Document Number.
F1
F1
Look up Print/Send Statements
Look up Data Selection Questions
Reprinting Statements
If necessary, you can reprint statements without regard to their status. To reprint an entire batch,
the status must be changed for the batch.
F1
Look up Reprinting Statements
Listing Statements
Click List Only to view only those statements that match a set of criteria that you define.
Chapter 8: Statement Management
67
In the List Only Statements that Match window, use one or more of the options to limit the
statements you want to appear in the window.
F1
Look up List Only Statements that Match
Changing Statement Status
In the Statement Management window, all submitted statements are automatically marked Sent
with an indication of the method of submission. There may be occasions when you need to
change this status.
Statements sent electronically through Statements Processing get a report that marks each
statement as either accepted or rejected.
Entire Batch
If the status of an entire batch needs to be changed, you can change all the statements at once.
Highlight one of the statements and note the number listed in the Batch column in the Statement
Management window. Click Change Status. The Change Statement Status/Billing Method
window is opened.
Choose the Batch radio button and enter the batch number from the Batch column in the
Statement Management window. Then choose the appropriate radio buttons in the Status
From and Status To sections. All statements with that batch number have the status changed
when you click OK.
Chapter 8: Statement Management
68
Selecting Multiple Statements
When only one or a few statements within the same batch or statements from multiple batches
need a status change, hold down the CTRL key and click each statement that needs the status
changed. Note that the selected statements do not need to have the same status to begin with,
but they are all changed to the same status. Click Edit.
In the Change Statement Status/Billing Method window, choose the Selected Statement(s)
radio button, then choose the appropriate radio buttons in the Status From and Status To
sections. If you have chosen statements with varying statuses, choose Any Status Type in the
Status From section. When finished, click OK.
F1
Look up Change Statement Status/Billing Method and Marking Statements
Tutorial Practice
To review the procedures outlined in this chapter, you can perform the following steps using the
tutorial database provided with this program.
Statement Management
To perform any statement management functions, click the Statement Management speed button
to open Statement Management.
Be sure you are using the tutorial database for these exercises.
Creating Statements
Click Create Statements in the Statement Management window to open the Create
Statements window.
Chapter 8: Statement Management
69
Since we created two charge transactions for I.B. Gone in the Transaction Entry portion of this
tutorial, let’s create the statement for these charges. Click the first Chart Numbers range field
and type GON to set GONI0000 in the first Chart Numbers field. Repeat this process in the
second Chart Numbers field.
Click Create. When you return to the Statement Management window, type GON in the Search
field. A new statement has been created for GONI0000. Click OK.
The statement number may not match that shown in figures below.
Editing Statements
To edit the statement, highlight the GONI0000 statement and then click Edit or press F9 to open
the Statement editing window.
Open the Comment tab. Type the following message: Notify attorney when statement paid.
Press ENTER and then press CTRL + T to set a date/time code. Click Save.
Sending Statements
Once the statements are ready to go, in the Statement Management window, click Print/Send
to open the Print/Send Statements window.
We are only dealing with paper statements in this tutorial, so leave the setting at Paper and click
OK. The Open Report window opens so you can select the statement form on which to send the
statement. For now, highlight NEW Patient Statement (30, 60, 90) and click OK.
The Print Report Where? window pops up to indicate whether you want to preview the
statement before printing or just send the statement directly to the printer. For now, leave the
setting on Preview and click Start.
Chapter 8: Statement Management
70
The program assembles the information and then displays the Data Selection Questions
window. In each of the Chart Number Range fields, enter GON and press TAB to print only Mr.
Gone’s statements. Click OK.
The statement is displayed in the Preview Report window. Click the Print Report speed button.
Answer whatever questions you may need in the Print window, and then click OK.
Click Close in the Preview Report window. You may briefly see an Update Billing Status
window and then are returned to Statement Management and the statement for Mr. Gone is
printed. The statement status has been automatically changed to Sent, a batch number
assigned, and the current date entered in the Bill Date column for both statements.
Troubleshooting Statement Printing
Patient Remainder Statements (Advanced and above)
If you are having trouble printing patient remainder statements, check to be sure the following
items have been performed:
1. The patient has insurance coverage other than Medicare. This is indicated in the patient
Case window, Policy 1 tab, Insurance 1 field (also Policy 2 and Policy 3 tabs if there is
secondary and/or tertiary coverage).
2. A charge has been posted in the patient case.
3. A claim has been created.
4. An insurance payment or adjustment has been posted, applied, and marked as Complete to
the account for each applicable carrier.
Changing Statement Status
Through Statement Management, all submitted statements are automatically marked Sent with
an indication of the method of submission. The status needs to be changed when the statement
is paid completely or for some other reason. Time has passed since you printed and sent the
statements for I.B. Gone and you’ve received a correction notice from the patient. You’ve already
corrected the errors and are ready to resend the statements. To locate Mr. Gone’s statements,
we’ll use a different portion of the program. Click List Only and type GON in the Chart Number
field and press TAB. Click Apply. In Statement Management, highlight the statement and click
Change Status.
Choose the Batch radio button and make sure the batch number in the box matches that shown
in Statement Management.
Since we used the List Only Statements that Match window to
locate the statements, the batch number is automatically entered in
Chapter 8: Statement Management
71
the Change Statement Status/Billing Method window.
In the Status From section, choose Sent. In the Status To section, choose Ready to Send.
Click OK.
You are now ready to send the statements for I.B. Gone again.
Click Close to close the Statement Management window.
Chapter 8: Statement Management
72
Chapter 9
Deposit/Payment Application (Medisoft
Advanced and above)
This feature makes creating a deposit list and applying payments, especially EOB payments from
insurance carriers, an easy process. In many ways, it is a more convenient place to apply
payments than Transaction Entry because you enter one deposit, then distribute the payment to
as many cases as necessary, then click one button and all the transactions are created at one
time. If necessary, within the same window, open a different patient record and continue
distributing payments.
F1
Look up Deposit Entry
F1
Look up Apply Payment/Adjustments to Charges, and Program Options
Click the Enter Deposit/Payment speed button or go to the Activities menu and select Enter
Deposits/Payments to open the Deposit List window.
In this window, you can select a payment to apply, edit a payment, or create a new payment. The
deposit date does not have to be the current date (but the transactions entered still appear on the
current day’s activity reports).
TIP: To save time and increase work efficiency, you can close a case after applying payment by
right-clicking the line item in the grid and then selecting Close Case. At a later date in File
Maintenance, closed cases can be deleted from the database.
Select an entry on the grid and click the Detail button to pull up an information-only window that
displays all the activity the selected deposit. You cannot make changes in this window.
If needed, you can print item details.
F1
Look up Print an Entry from the Deposit List
When you highlight a payment and click Apply, the Apply Payment/Adjustments to Charges
window is opened.
Chapter 9: Deposit/Payment Application
73
In this window, select the patient chart number (if you’ve chosen an insurance payment) and
apply the portion of the payment to the applicable charge(s). When finished, click Save
Payments/Adjustments to create the transactions.
If you check Print Statement Now and click Save
Payments/Adjustments, you print statements from Statement
Management.
Then, if you need to apply payments from the same deposit to another patient record, select the
next patient chart number and continue making payment applications. This window is also tied to
the Payment Application tab of Program Options. Unless deactivated, all payment applications
are automatically checked as paid in full by the payer, allowed amounts are calculated on all
charges, and any charges over the calculated allowed amounts are automatically entered in the
Adjustment field.
Be sure to click Save Payments/Adjustments before closing this
window or transactions cannot be created.
The payment application feature is designed specifically to closely match the format of an EOB.
When you receive an EOB with a payment from an insurance carrier, open the Deposit List
window, create the total amount deposit, and then apply the payment to the cases as specified in
the EOB.
EOB Payments
Part of the payment structure to a healthcare office from an insurance carrier involves a check
and an “Explanation of Benefits.” Widely known throughout the industry as the EOB, it lists
claims for which payment is being made and, in some cases, an explanation of what is not being
paid and why.
Not every insurance claim that is filed with a carrier is paid in full. It may be that payment is 80
percent of the claim or it may be 50 percent. Other times a claim may be totally or partially
disallowed. The EOB explains in these cases. Normally the part that is not paid by the carrier is
picked up by a secondary carrier or charged back to the patient.
When an EOB is received, a transaction must be entered to offset the charges. This is done by
creating a deposit in the Deposit List window. If the EOB check covers several charges,
distributing a payment to specific charges can be handled by clicking Apply. The window lets
you select the patient records and claims to be paid and designate how much goes to each.
F1
Look up EOB Payments/Managed Care/Capitation Payments
Chapter 9: Deposit/Payment Application
74
Managed Care
One of the important sources of patients and income in many practices has begun to be managed
care organizations. In each instance, the HMO or PPO provides a list of patients who have
selected your practice as their primary care provider. Payment is made to your practice on a perpatient basis, regardless of whether the patient ever visits the office. When a patient does come
in for treatment, he or she pays a set co-pay amount.
The co-pay is charged only by the primary care facility or the facility to which the patient is
referred by the primary care facility. After a patient’s visit to the doctor’s office, a claim is filed and
sent to the carrier. When the EOB is returned, there is seldom a payment included, since
payment is made under the capitation program for managed care organizations.
F1
Look up EOB Payments/Managed Care/Capitation Payments
Capitation Payment
The basis for capitation payments is to provide healthcare for a fixed cost, irrespective of the
amount of service required by each individual patient. This is done in connection with the
managed healthcare services such as HMOs and PPOs. There is no direct relationship between
the capitation payment received by the practice and the number of patients covered by the plan
who actually visit the practice for treatment. Capitation payments are not posted to patient
accounts but are entered in the Deposit List window. If it is necessary to zero out a patient
account, create a zero deposit for the carrier. For each patient covered by the capitation payment
who has an outstanding balance, zero out the account by entering the remainder in the
Adjustment field. When it is applied, the payment shows as zero and the patient’s balance
shows as a write off in the Adjustment field in the Transaction Entry window.
F1
Look up EOB Payments/Managed Care/Capitation Payments
Tutorial Practice
To review the procedures outlined in this chapter, you can perform the following steps using the
tutorial database provided with this program.
Creating a New Deposit
Click the Enter Deposits and Apply Payments speed button.
Click New.
Chapter 9: Deposit/Payment Application
75
The payer is A1 Insurance Partners, so be sure the Payor Type is Insurance. A1 Insurance
Partners conveniently paid $35 by check No. 5237; enter the check number in the Check
Number field. The bank is American Southwest Savings. Enter the amount in the Payment
Amount field.
In the Insurance field, select A1 Insurance Partners. Since you already set default codes when
you set up the record for A1 Insurance Partners, the remaining fields are automatically filled.
Click Save.
In the Deposit List window, be sure this new deposit is selected, and then click Apply.
The Apply Payments/Adjustments to Charges window is opened. In the For field, type GON
and press Enter to call up I.B. Gone’s chart number.
Locate the $75 charge, click the Payment column of that record, and enter 30. In the box below
(part of the $12.50 charge record), enter 5. Click Save Payments. Adjustments and then
Close. A message is displayed letting you know that both claims will be marked “Done” for the
primary carrier. (This is based on a selection made in Program Options.) If the Print
Statement Now box is checked, the Open Report window is opened to select a statement form.
Print it if you’d like, or click Cancel.
To review what you just did, click Detail in the Deposit List window.
Chapter 9: Deposit/Payment Application
76
The Deposit Detail window shows which transactions were affected and what was applied. This
window is only for reviewing the details of a deposit. You cannot edit any transaction in this
window.
If needed, you can print item details by selecting the line item and clicking print grid.
For more information, see:
F1
Look up Print an Entry from the Deposit List
Click Close after reviewing the details.
Click Close again to close the Deposit List window. If you return to the Transaction Entry
window, a new entry has been created in the Payments, Adjustments, And Comments
section—this insurance carrier payment.
Chapter 9: Deposit/Payment Application
77
Chapter 10
Collections and Revenue Management
Collection List
The collection list is a central place where you can manage accounts that are in collections.
Ticklers or collection reminders are displayed as collection list items. Go to the Activities menu
and select Collection List.
Note: Security must be activated before this feature can be used.
What appears in the collection list depends on the user login. The program displays the
collection list item for the current user, unless the user has administrative access. Administrators
can choose to view all or selected users’ collection list items.
To enter items in the collection list, click New while in the collection list. Fill in the necessary
information.
F1
Look up Collection List
TIP: Use the F7 keyboard shortcut on the Collection List to launch the Quick Ledger. Select a line
item on the Collection List grid and press F7 to display the patient's record in the Quick Ledger.
Add Collection List Items
The option to add collection items through reports is no longer an option. However, you can add
collection items with the new Add Items option in the Collection List. This feature lets you create
tickler items based on criteria you enter in the Add Collection List Items window.
F1
Look up Add Collection List Items
Patient Payment Plans
To help patients make consistent payments on their accounts, create payment plans. You can
create as many plans as necessary to accommodate your patients. Go to the Lists menu and
select Patient Payment Plan.
Once you create a plan, open the Patient/Guarantor window, Payment Plan tab, and assign the
plan to the patient’s record. The particulars for the plan appear in fields in this tab.
The program records and tracks the scheduled date for the next payment and the amount to be
applied. If the patient follows the payment plan (e.g., the patient pays the required amount by the
required date), this account is not included when you process collection letters. If the patient
does not follow the payment plan, the account is included when you process collection letters.
F1
Look up Patient Payment Plan Entry
Collection Letters
Once you put a patient-responsible account in collections, you can create collection letters to
follow up with the patient.
To print collection letters, go to the Reports menu, select Collection Reports, and then select
Patient Collection Letters. You must print the Collection Letter Report before you print
collection letters.
Chapter 10: Collections and Revenue Management
78
In the Data Selection Question window, click the Exclude items that follow Payment Plan
check box to activate Generate Collection Letters box. Check the Generate Collection
Letters box.
F1
Look up Collection Letters and Collection Letter Report
Customizing Collection Letters
Customize the collection letter format through the Collection Letter Wizard. Go to the Tools
menu and select Collection Letter Wizard.
The things you can customize are the name and address, contact phone number, and sender’s
name. Make your selections and click either OK or Preview.
Access the new format through the Custom Report List. New formats are named WzCollections
date (using the date on which the format was revised). If you create several new formats in a
single day, you can distinguish them by the order in which you created them. Click Show File
Names to reveal the format file names. This shows the file names (which are mrcol[#], numbered
sequentially), type and date and time last modified.
F1
Open the Collection Letter Wizard and then look up Collection Letter Selection
Revenue
Billing Cycles
The cycle billing feature lets you print statements every certain number of days. If you want to
print statements every 30 days, you can set up a billing cycle of that length. First you set up the
billing cycle in Program Options, Billing tab. Then you process the statements through
Statement Management. The other ways of printing statements do not offer this feature.
F1
Look up Cycle Billing
Claim Rejection Messages
Claim rejection messages let you enter rejection messages from an EOB and print them on
patient statements. You connect the message to a transaction in the Rejection field when
applying deposits from the insurance company. To create claim rejection messages, go to the
Lists menu and select Claim Rejection Messages.
F1
Look up Claim Rejection Message Entry
Small Balance Write-off
This feature lets you automatically write off remainder balances of a certain amount. The balance
written off is the patient remainder balance. You can write off small remainder balances as a
batch in the Small Balance Write-off window or for one patient at a time in the Apply
Charges/Adjustments to Payments window.
F1
Look up Small Balance Write-off Overview
Writing off a Balance
To access the Small Balance Write-off window, select Small Balance Write-off from the
Activities menu.
Chapter 10: Collections and Revenue Management
79
The window is divided into two sections. In the first section, select criteria for the type of
remainder balances you want to write-off and click apply. In the second section, a list of the
patients who meet the criteria appears in the Write-off Preview List. The default is set to write
off all records in the list. You can select individual records to write off by clicking on the record.
Multiple records can be selected by pressing the CTRL key and clicking the record. Click Write
off to write off the selected remainder balances.
Use the Stmt Submission Count + field to define a maximum amount of times that you want to
send a statement before writing off the balance. Once this number is met, the small balance is
written off. The program selects patients whose statements have been sent (submission count)
more than the value entered in the field. Once this number is met, the small balance is written off.
This field works in conjunction with the other fields on this window, and if a value is entered in this
field, the balance is only written off if it meets the criteria for this field (completed the statements)
and the other fields such as Maximum Amount field. For instance, if you enter 3 in this field and
10 in the Maximum Amount field, small balances would be written off after 3 statements are sent
and if the balance is under $10.00.
When the program writes off the remainder balances it updates a number of other features.
Write-off entries are created and applied to all patient responsible charges associated with the
selected patient. The program also updates the associated Collection List items, refreshing
balances and marking zero balances as deleted. After a remainder balance write off, statements
are changed to the status of Done and a note is added to the write-off entries.
F1
Look up Small Balance Write-off
Tutorial Practice
To review the procedures outlined in this chapter, you can perform the following steps using the
tutorial database provided with this program.
Note: Be sure that you have activated security in your Medisoft program. Collections and
Revenue will not work unless you have applied security.
Creating Collection List Items
1. Go to the Activities menu and select Collection List.
2. Click New.
3. In the Tickler tab, enter Contact Attorney.
4. Choose the Patient radio button.
5. In the Chart Number field, start typing Gone to call up I B Gone.
Chapter 10: Collections and Revenue Management
80
6. Choose Mr. Gone also in the Guarantor and Responsible Party fields.
7. Choose the person to whom you want to assign this tickler. The names you see are those
entered in the Security Setup window. If no names appear, you must set up Security first.
See Chapter 3.
8. Choose Open as the status of the item.
9. By default, the follow-up date is today’s date. Leave that date for now.
10. Click Save.
11. Let’s create an insurance-responsible tickler also, so you can see the difference between the
two. Click New.
12. In the Tickler tab, enter Call insurance.
13. Select Insurance.
14. In the Chart Number field, start typing Gone to call up I B Gone. Press TAB.
15. Choose Mr. Gone also in the Guarantor field.
16. Choose AI Insurance Partners in the Responsible Party field.
17. Choose the person to whom you want to assign this tickler.
18. Choose Open as the status of the item.
19. By default, the follow-up date is today’s date. Leave that date for now.
20. Click Save.
Adding a Collection List Item
1.
Go to the Activities menu and select Add Collection List Item.
2.
Choose the Claims radio button.
3.
Click the Primary radio button in the Carriers field.
4.
Click the Rejected radio button.
5.
Select Aetna for the first Insurances field and A1 Insurance Partners in the second
Insurances field.
6.
Enter 2 in the Add item if submission count is great than field.
7.
Assign the item to I M Boss.
8.
Check the Add Billing Comment to Office Notes check box.
9.
Click Add Items.
10. Click No.
Patient Payment Plans
1. Go to the Lists menu and select Patient Payment Plan.
2. Click New.
3. In the Code field, enter A.
4. In Description enter 15/30 (signifying a plan to pay $15 dollars every 30 days).
5. In First Payment Due, enter 5 to have payments due on the 5th of every month.
6. In Due Every … days enter 30.
Chapter 10: Collections and Revenue Management
81
7. Enter 15 in the Amount Due field.
8. Click Save.
9. Close the Patient Payment Plan List window.
10. Go to the Lists menu and select Patients/Guarantors and Cases.
11. Find IB Gone’s record, highlight it, and click Edit Patient.
12. Open the Payment Plan tab.
13. In Payment Code select plan A.
14. Click Save. Click Close.
Mr. Gone is now assigned to a payment plan. If he makes payment of the correct amount and in
the prescribed time, he will not be receiving collection letters from your practice.
Collection Letters
1. Go to the Reports menu and select Collection Reports, then Patient Collection Letters.
2. Click Start in the Print Report Where? window.
3. In the Collection Letter Report: Data Selection Questions window, skip the range fields
and click Exclude items that follow Payment Plan.
4. Click Generate Collection Letters. This also activates and enables the Add To Collection
Tracer field. Keep this field clicked. Then click OK.
5. Preview the report, and then click Close (unless you really want to print it first).
6. When asked if you want to print collection letters, click Yes.
7. Select the Collection Letter format (or any customized format available) and click OK.
8. Click Start to preview the letters.
9. Review the letters and print them.
10. When you open an account in Transaction Entry, Quick Ledger, Quick Balance, or an
Appointment window, the words “Account alert” appear near the patient’s name to indicate
that the account is in collections.
Customizing Collection Letters
1. Go to the Tools menu and select Collection Letter Wizard.
2. Choose the Third-Party Address radio button. The Third-Party Billing Information section
opens at the bottom of the window.
3. In the other fields enter Happy Valley Associates, 9825 W. Baseline Road, Suite 263,
Gilbert, AZ 85234, 480-111-2222.
4. In Sender Name choose Provider.
5. Click Preview.
6. After previewing the sample letter, click Create. A little box appears in the middle of the
window stating that the format is being updated. Then a confirmation box displays. Click
OK. The wizard closes.
7. A new collection letter format has been created. You will see it the next time you create
collection letters. It is called WzCollections date. For example, if today’s date were
December 3, 2004 and I customized the format today, the format would be called
“WzCollections120304.”
Chapter 10: Collections and Revenue Management
82
Note: If you create multiple customized versions of the collection letter format, you might
want to keep a list somewhere noting the date and a note concerning what was
customized.
Writing off Small-Balances
1.
Go to the Activities menu and select Small Balance Write-off.
2.
Leave the radio button set to All in the Patient Selection field.
3.
Select CABADDEBT in the Write-off Code field.
4.
Enter 1/12/06 in the Cutoff Date field.
5.
Enter 150.00 in the Maximum Amount field.
6.
Click Apply.
7.
Select Selected Items in the Write off field.
8.
Hold down CTRL and click the patient record for Sammy Catera and James
Doogan.
9.
Click Write off.
10. Click Close.
Chapter 10: Collections and Revenue Management
83
Chapter 11
Electronic Services
Electronic Claims Processing
Medisoft offers the ability to file electronically. Electronic submission through Electronic Claims
Processing is a separate procedure and requires enrollment. To get started with electronic claim
submission, contact your local Value-Added Reseller or call Medisoft directly at (800) 333-4747
and request the enrollment package.
Optional direct claims software is available to send claims directly to selected carriers throughout
the country. Most of these are set up on a state or regional basis and handle Medicare,
Medicaid, Blue Cross/Blue Shield, and often commercial claims. There is a cost for each of these
programs, but, in most cases, there is no charge for claims filed. Information on other available
EDI modules can be obtained by calling your local Value-Added Reseller or Medisoft directly at
(800) 333-4747.
Statement Processing
You can send statements electronically through Statement Processing, the clearinghouse which
is set up to process Medisoft electronic statements. Statements sent electronically through
Statement Processing get an instant response report that tells what information was sent.
F1
Look up Sending Statements Electronically
Customizing Statements
Statement Processing lets you choose alternate formats for both paper (Advanced and above)
and electronic statements through the Statement Wizard. Go to the Tools menu and select
Statement Wizard.
F1
Look up Statement Selection in the Statement Wizard Help file
Eligibility Verification
The Eligibility Verification feature lets you check a patient's insurance coverage online. This is a
fee-based service for which you must enroll. Contact the Medisoft sales department at (800) 3334747 for information on pricing. You must have broadband internet service to make eligibility
verification inquiries.
Eligibility Verification Setup
To set up Medisoft for eligibility requests, you must enter information in the Provider, Insurance
Carrier, Patient, and Case windows. Manage your eligibility enrollment from the Services Menu
by selecting Eligibility Verification and then selecting Manage Enrollment.
F1
„
Look up Eligibility Verification Overview
Provider
Fields in the Provider window must be populated for each provider whose patients you are
verifying electronically. On the Default Pins tab, enter information in the Tax ID field. On the
Chapter 11: Electronic Services
84
Eligibility tab, enter information in the Allow Eligibility Verification and Eligibility
Enrollment IDs fields.
F1
„
Look up Provider Entry
Insurance Carriers
The Eligibility Payer field on the EDI/Eligibility tab must be populated for each insurance
company.
F1
„
Look up Insurance Carrier Entry – EDI/Eligibility Tab
Patients
Fields in the Patient / Guarantor window must be populated for each patient. On the Name,
Address tab, enter information in the following fields: Last Name, First Name, Date of Birth,
Gender, and Social Security Number. On the Other Information tab, enter information in
the Assigned Provider field.
F1
„
Look up Patient/Guarantor Entry
Cases
Fields in the Case window must be populated for each patient. On the Policy 1, Policy 2, and
Policy 3 tabs, enter information in the following fields: Insurance, Policy Holder,
Relationship to Insured, and Policy Number. On the Account tab, enter information in the
Assigned Provider field.
F1
Look up Case Entry
Eligibility Verification Results
The Eligibility Verification Results screen is where you perform many eligibility verification
activities. Go to the Activities menu and select Eligibility Verification. From the speed menu,
select View Results. The Eligibility Verification Results window opens. Records only appear
in the Eligibility Verification Results window after you have made an eligibility verification inquiry.
You can redo an eligibility inquiry at any time by highlighting the inquiry and clicking Verify.
F1
Look up Eligibility Verification Results
Chapter 11: Electronic Services
85
Chapter 12
Reports Overview
Medisoft offers flexible reporting options. You can run reports in Medisoft by selecting various
reports from the Reports menu. Or, you can launch the Medisoft Reports engine (for Medisoft
Advanced and Medisoft Network Professional only) and complete all reporting tasks in this
window. The Medisoft Report window offers several key features not available when running
reports off the Reports menu including new reports and features to enhance productivity.
Before running a report in Medisoft (either from the Reports menu or using the Medisoft reports
engine), you will need to set up a reports user account. This account is unique to reporting and
different from other existing accounts. For more information on setting up an reports user, see the
topic Setting up an Initial Reports User.
For more information on using the Medisoft Reports engine, see the Medisoft Reports topic. The
Medisoft application also supports Medisoft Reports Professional, a robust report authoring
application.
F1
Look up Reports Overview
F1
Medisoft Reports Professional
F1
Look up Reports and Printing Reports
Setting up a Reports User
Before running a report in Medisoft, you will need to create at least one report user (Medisoft
Advanced and Medisoft Network Professional users can set up multiple report users). This user is
a different account from any users created in Medisoft standard security or users created with the
Global Login feature.
After setting up an initial user, you can add or delete report users or edit accounts using the
Medisoft Reports Engine (Medisoft Advanced and Medisoft Network Professional only).
For more information, see:
F1
Look up Creating and Modifying other Report User Accounts
To create a Reports User:
1. From the Reports menu, select a report. The Print Report Where screen appears. On
the Print Report Where screen select either Preview the report on the screen or Print
the report on the printer. Click OK. The Medisoft Reports window appears.
--OR-For Medisoft Advanced or Medisoft Network Professional:
From the Reports menu select Medisoft Reports. The Medisoft Reports window
opens.
--OR--
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86
On the toolbar, click the Medisoft Reports icon.
opens.
The Medisoft Reports window
--OR-Open the Medisoft Bin folder. For most standard installations this folder is located in
C:\Program Files\Medisoft\Bin.Double-click IReports.exe. The Medisoft Reports window
appears.
2. This window only appears the first time you launch reports in Medisoft. Click OK. The
User Entry window appears.
3. In the Login Name field, enter the name you will use to access reports. In the Password
field, enter a password to use when accessing your reports user.
4. In the Full Name and Title fields, enter the name and title of the report user.
Option: Select the Allow user to access other practices check box to let the report
user account access all practices in your Medidata folder. Or, leave the check box blank
to limit the report user account to the currently open practice.
5. Select an Administrator level.
6. Click Save.
Report Procedures
Printing a Report
To print a report, complete the following steps:
1. On the Reports menu select the report to be run. The Print Report Where window
appears.
2. On the Print Report Where window, select the Print the report on the printer
button. Click Start. Depending on the report selected, the Data Selection
Questions window or the Search window opens.
3. On the window select data ranges and then click OK. The Print window appears.
4. Click OK.
Viewing a Repot
In Medisoft, you can view or preview a report before printing or exporting it. For example, you
could preview a Patient Aging report before printing it to make sure that you have selected the
most appropriate data criteria. After previewing users can export or print the report.
To view a report, complete the following steps:
1. On the Reports menu select the report to be run. The Print Report Where window
appears.
2. On the Print Report Where window, select the Preview the report on the screen
button. Click Start. Depending on the report selected, the Data Selection Questions
window or the Search window opens.
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3. On the window select data ranges and then click OK. The report is displayed.
Use the controls in the Report Preview window to view or search for details. Controls include:
•
Print - Used to print the report on the default system printer using the user specified
criteria.
•
Zoom - Used to increase or decrease the viewing size of the
report.
•
Navigate - Used to navigate or browse through the various
pages of a multi-page report and features jumping to the first or last page, moving to the
previous or next page, or specifying a particular page to view.
•
Search - Used to further refine data parameters/search criteria. Once you have
generated a report, you can further refine the report and search for a more detailed data
element. When using this feature, you essentially re-run a report using more specific data
criteria.
•
Close - Used to close the currently displayed report.
NOTE: For some reports that use a different format, such as statements, the controls in this
window are slightly different and include a Save Report to Disk option. If you select this option,
you can save the report in a .QRP format and then use the Load Saved Reports command on the
Reports menu to load the report.
Searching for a Specific Detail in a Report
Once you have generated a report, you can further refine the report and search for a more
detailed data element. When using this feature, you essentially re-run a report using more
specific data criteria.
To refine your data criteria and search for specific data:
1. Generate a report.
2. Click the Search button.
3. On the Search window, select specific data ranges.
4. Click OK. The report displays using the new search criteria.
Exporting a Report
In Medisoft, you are able to export a report into another format. For example, you could export a
Patient Aging report to an Excel spreadsheet.
To export a report, complete the following steps:
1. On the Reports menu select the report to be exported. The Print Report Where window
opens.
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88
2. Click the Export the report to a file button and click Start. The Save As window
appears.
3. On the Save As window window select a file format for exporting and a destination.
Click Save. The Search window or the Data Selections Questions appears (depends
on the report or statement selected).
4. On the window select appropriate criteria if needed. Click the OK button. The report is
exported.
Available Reports
Not only does the program build an accounts receivable file and handle statements, insurance
claims, and electronic billing, it also provides a variety of reports that can give you a better
understanding of the day-to-day workings of your practice.
Among the reports generated within the program are Day Sheets, Analysis Reports, Aging
Reports, Productivity Reports (Advanced and above), Activity Reports (Advanced and above),
Audit Reports, Patient Ledger Report, and Guarantor Quick Balance List (Network Professional
only).
You can print a title page that shows all the filters used in preparing the report.
F1
Look up Program Options.
Day Sheets
Day Sheets are available in three reports. The Patient Day Sheet lists each patient’s name,
showing all transactions and a summary of activities for the day. The Procedure Day Sheet
breaks down by procedure code the activities of the day, summarizing patients treated for each
procedure. The Payment Day Sheet shows the payments made on the requested day and the
charges to which the payments are applied.
F1
Look up Patient Day Sheet, Procedure Day Sheet, and Payment Day Sheet
Analysis Reports
„
Billing/Payment Status Report (Advanced and above)
One of the most powerful tools in Medisoft, the Billing/Payment Status Report provides a
thumbnail sketch of the current billing and payment status of each claim. The report shows
what has been billed and not billed, what is delayed for some reason, if the carrier is not
responsible or has refused the claim, or if the claim is paid in full. An asterisk (*) next to an
amount indicates that entity has paid all it is going to pay and the balance, if any, should go to
the next responsible payer.
F1
„
Look up Billing/Payment Status Report
Insurance Payment Comparison (Network Professional only)
The Insurance Payment Comparison report compares the payment records of all carriers in
the practice.
F1
„
Look up Insurance Payment Comparison
Practice Analysis
This report summarizes the activity of a specified period (e.g., a month), listing each
procedure performed, the number of times it was performed, and the total dollar amount
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89
generated by each procedure. It shows the average charge, includes any costs involved with
that procedure, and calculates the net monetary effect on the practice’s income.
F1
„
Look up Practice Analysis
Insurance Analysis (Advanced and above)
This report summarizes all claims filed by category (Primary, Secondary, and Tertiary).
Claims totals are shown for charges and insurance payments in both dollar amount and
percentage.
F1
„
Look up Insurance Analysis
Referring Provider Report (Advanced and above)
It is good to keep track of the source of your patients. The Referring Provider Report shows
which patients were referred by other practices and the percentage each referral contributes
to the overall referred income of the practice, as of the date of that report. The report also
includes the UPIN of the referring provider. By blanking out the Referring Provider range in
the Data Selection Questions window, a report can be generated showing what percentage
of the entire practice has been referred.
F1
„
Look up Referring Provider Report
Referral Source Report (Advanced and above)
This is another report for tracking the source of patients who come to the practice. For the
report to work, however, all referral sources must be entered in the Address Book. A source
can be an attorney, a hospital, friends, other patients, or even the Yellow Pages. Most new
patient application forms include the inquiry “How did you hear about us?” The Referral
Source Report assembles the patient list by source (other than provider) and shows how
much revenue comes from each source, allowing the practice to identify those sources that
send profitable referrals and/or limit those that are costly or nonproductive.
F1
„
Look up Referral Source Report
Facility Report (Network Professional only)
This report tracks patients who are seen at different facilities. Like referral sources, all the
facilities records are created in the Address List window. The Facility Report assembles the
patient list by facility and shows how much revenue comes from each facility, helping you
identify which generates the most money.
F1
„
Look up Facility Report
Unapplied Payment/Adjustment Report (Advanced and above)
This report shows any payment or adjustment that has an unapplied amount and where the
transaction can be found.
F1
„
Look up Unapplied Payment/Adjustment Report
Unapplied Deposit Report (Advanced and above)
The Unapplied Deposit Report shows all deposits that have an unapplied amount.
F1
„
Look up Unapplied Deposit Report
Co-Payment Report (Advanced and above)
The Co-Payment Report shows all patients who have co-payment transactions. It shows the
amount of the required co-payment, how much was applied, and what was left unapplied. If a
patient does not have any co-payment transactions, he or she is not included in the report.
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F1
„
Look up Co-Payment Report
Outstanding Co-Payment Report (Advanced and above)
This topic is for Medisoft Advanced and Network Professional programs.
This report shows all patients who have outstanding co-payment transactions. The report
shows the Co-payment amount expected, the actual amount paid, and the amount due. If a
patient has no outstanding co-payment transactions, he or she is not included in the report.
F1
Look up Outstanding Co-Payment Report
Aging Reports
„
Patient Aging
One of the important tools in collections is the patient aging report. This can be printed
showing the age of each unpaid transaction for patients. Default aging criteria is based upon
the number of days between the creation of the transaction or claim and the date of the report
you are generating. The columns break down the amounts due that are 30, 60, and 90+ days
old. Aging is from actual date of the transaction, so it reflects the true age of the account.
The aging criteria and columns can be altered in Program Options. This report includes all
unapplied amounts in the totals. The Date filter has been removed as it would return invalid
values.
F1
„
Look up Patient Aging
Patient Remainder Aging (Advanced and Network Professional
only)
This report has the same format as the Patient Aging, but there is a key difference in how it
works. A charge does not show up on Patient Remainder Aging until all insurance
responsibility has been marked complete.
F1
„
Look up Patient Remainder Aging Report
Patient Remainder Aging Detail (Advanced and Network
Professional only)
This report has the same criteria as Patient Remainder Aging Detail; however, it also lists
each insurance company on the patient’s account and the date the insurance payment was
marked complete.
F1
„
Look up Patient Remainder Aging Detail
Insurance Aging and Summary
These reports (Primary, Secondary, and Tertiary) tracks aging of claims filed with insurance
carriers. The summary versions are similar but no patient information is included.
F1
Look up Insurance Aging
F1
Look up Insurance Aging Summary
Production Reports (Network Professional only*)
„
Production by Provider, Procedure, and Insurance and Summary
These reports give incoming revenue information for each provider, procedure, or insurance
carrier, respectively. The difference between these reports and the summary versions of the
reports is that the summary reports do not display as much detailed information as the
regular reports. The summary reports displays only a summary of the information available.
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F1
Look up Production by... Reports
F1
Look up Production Summary Reports
* NOTE: Medisoft Network Professional provides this report on the Reports menu. This report
is also available when using the Medisoft Reports Print Engine feature for Medisoft Advanced
users.
F1
Look up Medisoft Reports Print Engine
Activity Reports (Network Professional only*)
„
Daily/Monthly Activity Report
This report presents financial activity based on the date range selected. The report displays
the total number and the total amounts of the charges, payments, and adjustments entered
during a date range. The report also details the net effect of the financial information entered
on the Accounts Receivable balance for the day/month.
„
Activity Summary by Provider/Insurance and Procedure
Activity reports break down financial activity by day or month. The summary reports
summarize financial information entered for each provider/procedure or insurance carrier,
respectively.
F1
Look up Activity Reports.
* NOTE: Medisoft Network Professional provides this report on the Reports menu. This report
is also available when using the Medisoft Reports Print Engine feature for Medisoft Advanced
users.
F1
Look up Medisoft Reports Print Engine
Collection Reports (Advanced and above)
„
Patient Collection Report
The Patient Collection Report contains information based on statements marked Sent in the
Statement Management window, showing what has not been paid, statement date, etc.
Also select Patient Collection Report (Statement Notes) to generate the report with statement
notes included.
F1
„
Look up Patient Collection Report
Insurance Collection Reports
The Insurance Collection Reports are identical in layout, but each reflects the selected
insurance level—primary, secondary, or tertiary. This report also shows the claim data, what
amount is outstanding, etc. These reports also offer variants that include claim notes.
F1
„
Look up Insurance Collection Report
Patient Collection Letters
The Collection Letter Report is printed in preparation of collection letters. It contains
information from the collection list and is used to help evaluate collections. To access this
report, go to the Reports menu, select Collection Reports, and then Patient Collection
Letters.
F1
Look up Collection Letter Report
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92
„
Collection Tracer Report
The Collection Tracer Report reports how many collection letters have been sent and when.
Each time collection letters are printed, the program, by default, keeps track of each letter
sent.
F1
Look up Collection Tracer Report
Audit Reports
„
Audit Generator
The Audit Generator helps create a Data Audit Report that contains only the information you
want included in the report. The tables available in the Audit Generator are governed by
choices made in the Audit tab of the Program Options window and whether a table has
been edited. You choose which tables, fields, users, and activities are included in the
template. This report is intended as a protection for the practice to keep track of changes
made and, if desired, by whom.
Some PHI (personal health information) will be included in the Data Audit Report no matter
what selections are made or excluded in the Program Options window or the Audit
Generator.
Note: This report does not support printing a report title page even if the Print Report Title
Page option was set in the Program Options window.
F1
Look up Audit Generator
Patient Ledger
This report reflects the account status of each patient. Charges are shown until a payment is
entered to remove a specific procedure paid. You may include all patient accounts or select a
few. The patient ledger is similar to a ledger card in a manual accounting program. Since the
Medisoft program is a true Open Item Accounting program, it can show all or part of the financial
activity for a patient, including the current balance and what procedures have not been paid. Past
activity in the account includes a listing of all transactions, indicating those that have been paid.
The report marks those transactions that have been paid and the amounts.
F1
Look up Patient Ledger
Guarantor Quick Balance List (Network Professional only*)
This report lists the guarantor quick balances that appear in the Quick Balance feature. These
balances are the guarantor remainder balances, so if there are charges that the insurance
company has not paid on yet, then they are not reflected in this report.
F1
Look up Guarantor Quick Balance List
* NOTE: Medisoft Network Professional provides this report on the Reports menu. This report is
also available when using the Medisoft Reports Print Engine feature for Medisoft Advanced
users.
F1
Look up Medisoft Reports Print Engine
Standard Patient Lists
The Patient by Diagnosis and Patient by Insurance Claim reports provides users a means to sort
data in meaningful chunks for analysis and reporting purposes.
F1
Look up Patient by Diagnosis Report
Chapter 12: Reports
93
F1
Look up Patient by Insurance Claim Report.
Custom Report List
Design capabilities in the program let you generate a variety of custom reports to meet the needs
of your practice. To access the customized reports, go to the Reports menu and select Custom
Report List. When you create a customized report, it is included in the Custom Report List.
There are numerous reports already formatted that are included in the program and can be
accessed. These include: Address List, Billing Code List, Birthday Card, Birthday Labels, Claim
List, Diagnosis Code List, EDI Receiver List, CMS-1500 Forms, Insurance Carrier List, Insurance
Payment Tracer (Claim Mgmt), Laser CMS-1500 forms, Patient Birthday List, Patient Face Sheet,
Patient List, Patient Recall Labels, Patient Recall List, Patient Statements, Pre-Printed Statement,
Primary Claim Detail, Primary Claim Labels, Primary Claim Summary, Procedure Code List,
Provider/Staff List, Referring Provider List, Remainder Statements, Remainder Statement
Troubleshooter Report, Sample Statement with Image, Sample Statement with Logo, Secondary
Claim Labels, Security Permissions Grid, Superbill, Tertiary Claim Labels, Transaction List,
Unbilled Transactions, and Walkout Receipts.
In Medisoft Advanced and Medisoft Network Professional, there are
two statement types: Statement and Statement Management. If you
are modifying a statement, make sure you are modifying one with
the correct type. You can only print Statement report formats from
the Reports menu and Statement Management report formats from
Statement Management
F1
Look up Modifying an Existing Report
Other Report Functions
Load Saved Reports
This option allows you to reopen reports that were prepared earlier and have been saved—
supports reports and statements that use the .qrp extension which is created when an .mre
extension report is previewed and saved--mostly statements and custom reports.
F1
Look up Load Saved Reports
Add/Copy User Reports
This option allows you to share reports by adding reports to your database that may have been
prepared by another practice or copying reports to disk for use by another practice or for disk
storage. Go to the Tools menu and select Add/Copy User Reports.
F1
Look up Add Reports and Copy Selected Reports To
Receive/Send Reports Through Medisoft Terminal
Within Medisoft, the Medisoft Terminal option can be used to send or receive reports by
connecting to various bulletin boards using a modem. The BBS (Bulletin Board Service) is set up
through Medisoft Terminal. See Appendix F, Medisoft Terminal, page 138.
F1
Look up Medisoft Terminal
Chapter 12: Reports
94
Chapter 13
Medisoft Report Designer
Report Designer
One of the most exciting features of Medisoft is the Report Designer, adding flexibility in the
creation of reports to best serve your practice or business needs. Using the Report Designer and
the existing set of reports, you can generate custom reports tailored to meet specific needs.
Report forms in this section are categorized into several “styles.” Each style defines basic report
characteristics, i.e., List, Label, Ledger, Walkout Receipt, Insurance Form, Statement, and
Statement Management.
To create custom reports, go to the Reports menu and select Design Custom Reports and
Bills.
F1
Look up Report Designer and Format/Design Reports
Report Designer Menu Bar
The Menu bar for the Report Designer is very similar to the Menu bar of Medisoft.
It lists File, Edit, Insert, Window, and Help menus.
The File menu is where most of the functions begin. The Edit menu features the usual Cut,
Copy, Paste, and Delete options, plus Find Field and Find Again.
The Insert menu contains a variety of the field types that can be used to create your report. The
field types are Text Field, Data Field, Calculated Field, System Data, Shapes, and Images).
The field types are also conveniently placed as speed buttons on the right side of the toolbar,
giving quick and easy access.
Toolbar
Besides the New, Open, Save, Preview, Print, and Exit speed buttons, there are Find and Find
Again buttons, as well as a Hints button that lets you toggle on or off the Help that appears
throughout the program. On the right side of the toolbar are the field type speed buttons.
The Format Grid
For illustration purposes, go to the File menu and select New Report. Click Next. Choose
Patient and click Next. Click Create. The format grid, which is the basis for the layout of the
report (excluding insurance and statement forms), generally contains three “bands” to help in its
organization.
Chapter 13: Medisoft Report Designer
95
The Page Header band is where basic identifying information should be placed, such as the
report title, page number and date. Header information appears at the top of every page printed.
The Transaction Detail band, or the body of a report, contains the main information of the report
and differs from page to page.
The Patient Footer band contains those fields that typically appear at the bottom of the every
report. For example, in a patient list, you might expect to see a page number, a date, or maybe
the total number of records.
F1 Look up Report Properties-Bands Tab.
Report Properties
One of the creative features of the Report Designer is the ability to break up the report into
sections or bands. Go to the File menu and select Report Properties. You can adjust band
height, set data filters and determine the overall general size and margin settings. You can also
enter the title, paper size, orientation, and position. One important feature is Form Offset. This
permits the form to be adjusted even fractions of an inch so it fits exactly the prescribed form.
You can also affect the order in which the documents are printed by using the Sort By feature.
F1
Look up Report Properties
Field Properties
Standard Properties
Each field type has the following options:
Alignment: Options are Left, Center, or Right, which align the box to report margins. There is
also an option to Align to Band. Used in conjunction with one of the other alignment
designations, it applies the alignment to the height of the band.
Size: You can specify in the Properties window an exact height and/or width in increments of
pixels (which are the smallest graphic unit that can be displayed on your screen).
Matching Alignment and Size: You can match the size or alignment of any field or group of
fields to another.
Position: Specify an exact position on the page in relation to the top and left edges of the report,
again in increments of pixels.
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96
Transparent Background: This option eliminates the white area around data in the various
fields when the report is printed, showing the data directly over any background color.
Font: One of the variations you can introduce is changing the font. As you go through the font
list in the Font window, a sample of how a highlighted type face looks is shown in the sample
box.
Background Color: You can change the background color for each field. These colors are
printed with the report if you have a color printer.
Handles: When a field is selected, it displays black handles. The handles allow the field to be
resized, shaped and moved by dragging the handles with the mouse.
Multiple Fields: If you hold down the SHIFT key and click on any field speed button, you can
drop multiple fields by placing your pointer on the format grid and clicking. Use the arrow key on
the toolbar to release the multiple lock or click on another speed button. You can also use the
SHIFT key to select multiple fields to size or align all at once.
Other: You have the choice to show the ruler, snap to the grid or designate the grid size. “Snap
to the grid” means the field adheres to the grid lines and does not float when you click it.
F1
Look up Format/Design Reports
Text Field Properties
A Text field is used to enter static text, or text that you want to print the same way every
time, such as the word “Signature” next to a blank line. A Text field does not retrieve stored
information from program database files. It prints on the form in the position you specify, and
what you type is what prints. This is contrasted with the Data field, which pulls data from your
program data files.
Insert a Text field by clicking the Text speed button on the toolbar, then clicking the report grid. A
field labeled “Text1” is displayed and each time you add a text field, the number advances —
Text2, Text3, etc.
F1
Look up Text Field Properties
Data Field Properties
A Data field allows complete control in retrieving data from your program data files (Case,
Insured, Claim, etc.) through the use of expressions.
Chapter 13: Medisoft Report Designer
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Click the Data Field button on the toolbar and then click on the grid to place a Data field on the
form. To set the properties of the field, double-click on the field (or right-click and select
Properties). The Data Field Properties window appears.
The Data Field Properties window lists any expressions that have already been created.
To create an expression, click New Data Field, select a field from the list and click Save or press
F3.
If you do not see the field you want, either scroll through the Fields list box or click Find Field.
The Find Field window is displayed.
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In the Find Fields that Match area, type a word or two of description and you usually get a list in
Search Results to select the field you want.
F1
Look up Data Field Properties and Find Field
Calculated Field Properties
A Calculated field works with the same files and data selections as a Data field, but also
lets you specify financial operations, how the numbers are formatted, and whether the layout
bands are reset at the time of printing.
This field type has no effect on statements, which present a special
situation.
Data entered in a Calculated field can generate the transaction and calculates costs and charges.
The Calculated Field Properties window has three fields for financial accounting.
The Calculated field permits averaging, count, maximum, minimum, and sum functions. There
are numerous options for the Format field. The Reset After Print field can be used to reset the
calculations after printing. This resets the field to zero.
F1
Look up Calculated Field Properties
Chapter 13: Medisoft Report Designer
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System Data Field Properties
A System Data field lets you insert data into your report that is tracked by your computer
system, such as the date or current page number. Data possibilities, such as Total number of
Records to be Printed on Report, Current date in the format set by Windows, Current Page
Number, and Report Title, among others, make System fields an invaluable asset to creating
that “finishing touch” to a report.
F1
Look up System Data Properties
Shape Field Properties
The Shapes feature lets you add color, shapes, different background styles, and borders
with inserted text. Shapes and colors can add greatly to the appearance of reports and creative
possibilities are almost limitless. In the Shapes category, you can choose from rectangle, circle,
horizontal line, vertical line, right and left lines, and top and bottom lines. Backgrounds can be
solid, cross, diagonal cross, backward diagonal lines, horizontal lines, forward diagonal lines,
vertical lines, and clear.
Choices for border style are clear, solid, dash, dot, dash-dot, dash-dot-dot, and inside frame.
Colors can be basic or custom, and within custom you can designate hue, sat, lum (which is set
for brightness), plus basic color mixes.
F1
Look up Shape Field Properties
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100
Images Field Properties
The Images feature permits you to add bitmaps, sound, and videos to patient records in the
program.
Add images to your reports, such as a company logo or picture of the office building.
F1
Look up Image Properties
Data Fields and Expressions
Of the field types available in the Report Designer, the Data field is the only type that allows for
expressions to be defined.
An expression is a formula or equation that lets you introduce variables to determine the end
result. A conditional expression is a formula or equation that contains at least one “if” clause
which must be met to get the desired result. In effect, expressions give you an easy formatting
method to get the exact data desired to display in the field.
Click New Expression. The Select Data Field window is displayed. Select a file on the left-hand
side of the window and an abundant list of fields available is displayed in the Fields list on the
right. The files from which you may choose are Case, Insured, Claim, Custom Data, Patient,
Practice, and Transaction.
F1
Look up Data Field Expressions and Conditional Expressions
Tutorial Practice
To review the procedures outlined in this chapter, you can perform the following steps using the
tutorial database provided.
Repositioning the CMS-1500 form
Let’s say your paper claims are printing with text shifted too far to the right and below the spaces
provided in the pre-printed CMS-1500 forms.
Go to the Reports menu and select Design Custom Reports and Bills. Click the Open speed
button (the book with the arrow pointing to it) and select CMS - 1500 (Primary). Click OK.
Go to the File menu and select Report Properties.
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It’s probably better to make one adjustment at a time, so in the Form Offset section, and change
Left to .05. Click OK. You need to print the form to see if it is adjusted enough. Click the Print
speed button. The Save Report As... window is displayed. Since you are revising a standard
form, give this form a different name, until you know it is correct. In the Report Title box, enter
CMS - 1500 1.
You need to use a name that you can remember, but you can’t
replace the original form. If you use the same name as the original
form, the list shows two forms with the same name and it may be
difficult to remember which is the form you’ve revised.
The program informs you that claims and statements printed through the Report Designer are not
marked as billed. This is generally a good thing. Click OK.
In the Data Selection Questions window, select a single claim number in the Claim Number
Range so only one page prints. Click OK.
Use the Claim Number Range and not the Chart Number range
because there must be an available claim before the form prints from
the Report Designer.
Click OK in the Print window. We made a great adjustment and the right/left adjustment is
perfect.
Now repeat the process, opening the Report Properties window. This time, enter .6 in the Top
field. Click OK.
Again print the form and check to see if the alignment is OK.
Unfortunately, aligning the CMS- 1500 form is a trial-and-error process. You may have to make a
number of adjustments to get the printing just right. When you do get the adjustments right, save
the form and close the Report Designer. Use this revised form each time you print paper claims.
If you are short on CSM-1500 forms, you can print the report on plain paper. Place the test paper
on top of a pre-printed form and hold them up to the light to see if the text is lined up properly.
How To Revise an Existing Report
You decide that you want the Zip Code included on your patient lists. In the Report Designer,
click the Open speed button. Locate Patient List and click OK.
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First you need to add the column heading and you have to make a little space for it. Move the
Phone heading a little to the right by clicking and dragging the field. (This is the heading in the
blue band, not the one in the green band.)
Click the Text Field speed button in the toolbar and then click the cursor in the space between
CityLine and Phone. Double-click this new text field to open the Text Properties window. In
the Text field, enter Zip Code. Click Font and, in Font style, click Bold. Click OK. Click OK
again. To be sure the heading is aligned properly, hold down the Shift key and click CityLine,
Zip Code, and Phone. Right-click over one of the selected fields and select Align Fields in the
Speed menu.
In the Alignment window, choose Bottoms and click OK. You’re halfway there!
In order to align the Phone heading and the Phone 1 field (in the green band), right-click Phone
and select Properties. In the Text Properties window, locate and make note of the value in the
Position Left field. Click OK. Now, right-click over the Phone 1 field and enter the same value
in the Position Left field of this window. Click OK. The Phone heading and Phone 1 field are
now aligned.
Next you need to enter the Zip Code field in the document–you need to insert a Data Field in the
green band. Click the Data Field speed button, and then click the green band below the Zip
Code heading.
Double-click this new field to open the Data Field Properties window. Click New Data Field. In
the Select Data Field window, the Patient file should automatically be selected. Be sure it is. In
the Fields section, scroll down until you see Zip Code. Select Zip Code and click OK. Click OK
again.
To make sure the two Zip Code fields are aligned, right-click over the heading and make note of
the value in the Left position field. Then right-click over the Zip Code field (green band) and enter
the same number in the corresponding field of this window.
To save, you must rename the form. Go to the File menu and select Save As. In the Report
Title box, enter Patient List w/Zip and click OK. Close the Report Designer.
To test your new report form, go to the Reports menu and select Patient List w/Zip.
How To Create a New Report
Choose a report style on which to base a completely new form.
Format the report by going to the File menu and selecting Report Properties. Establish the
report name, margins, size of bands and filter the source data needed to provide the information
for the report.
With the report formatted, you can begin placing fields on the grid. Make the necessary additions
and/or changes to complete your form, then save and exit Report Designer. The new report
appears in the Custom Report List.
As you become familiar with the workings of Report Designer, formatting and designing become
easier.
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Chapter 14
Office Hours
Introduction
Office Hours is an appointment scheduling program that helps keep track of appointments for
your practice. It is automatically installed with Medisoft (unless you chose not to have it included
when you performed the installation).
If you purchased Office Hours Professional, the features of this program are clearly marked
throughout this chapter.
Starting Office Hours
If you are working in Medisoft, click the Appointment Book speed button or go to the Activities
menu and select Appointment Book.
Accessing Office Hours from Other Programs
You can access Office Hours at the same time as you are working in other Windows-based
programs. Open Office Hours at the beginning of each day and then minimize it. Press ALT +
TAB at the same time to activate Office Hours, perform the desired scheduling tasks, and then
minimize it to return to your previous task.
Office Hours Setup
There are several portions of the program that need to be set up before you can start scheduling.
First, set up provider records. If you are booking appointments for lab work or therapy, each of
those technicians should have a provider number and schedule and so should each office
member whose schedule is included in the Office Hours program.
Second, create your resource records. You can include all treatment apparatuses in this list, as
well as consultation and treatment rooms, so that you do not double book a room or equipment.
Third, establish the number of booking columns you want.
Fourth, clarify program options, such as establishing appointment length, creating whatever views
you need for viewing multiple columns at once, and deciding how much information you want
displayed in your appointment blocks in the appointment grid.
Fifth, set up breaks and recurring breaks, to show lunch hour, set coffee-type breaks, seminars,
etc.
Setting up Provider Records
Office Hours must have at least one provider record set up in order to run. If no provider record is
set up, Office Hours automatically prompts you to do so. If you want, you can let the program
assign the Code for the provider or you can enter a five-character code yourself.
Enter the provider’s name and pertinent information. PIN and ID numbers assigned by
governmental carriers and other commercial carriers are recorded in the Default Pins tab of the
Provider: (new) setup window, as well as the Group Number and UPIN, when needed.
F1
Look up Provider Entry
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Setting up Patient Records
This can be done in either Medisoft or Office Hours. Click the Patient List speed button and click
New Patient or press F8 to display the Patient/Guarantor: (new) window. You can create a
chart number yourself (eight alphanumeric characters) or let the program create one. Enter
information in as many of the fields as necessary in both tabs. When finished, click Save.
Repeat this process for each patient who visits your practice.
F1
Look up Patient Entry
Setting up Case Records
This can be done in either Medisoft or Office Hours. Click the Patient List speed button and then
choose the Case radio button in the top-right corner of the window. Then click New Case or
press F8 to display the Case: Patient Name (new) window. Enter information in as many of the
fields as necessary. When finished, click Save. Repeat this process for each case you want to
enter.
In the Case window, you cannot press F8 or F9 to access records
available from lookup fields, such as Facility or Attorney. The F8
and F9 keys are only available in the Case window from within
Medisoft itself.
F1
Look up Case Entry
Setting up Resource Records
The Resource List is a tool to help you manage the scheduling of rooms and equipment in the
office. To create the list, click the Resource List speed button or go to the Lists menu and select
Resource List. In the Resource List window, click New or press F8.
Create a code for the resource or let the program create one based on the description. Enter a
description (e.g., Room 1, Treadmill, etc.) and click Save. Repeat this process until all rooms
and/or equipment are contained in the list.
F1
Look up Resource Entry
Setting an Appointment
To set an appointment in Office Hours, first select the provider for whom you are scheduling. The
provider box at the top right of the toolbar has a drop-down box arrow. Select the provider you
need, or press F8 to set up a new provider record. In any Multi View (Office Hours Professional),
select the provider by clicking in the appropriate provider’s column.
Select the date on which the appointment is to be set. You can use the Day, Week, Month, and
Year selection arrows below the calendar to locate the correct date, or use the Go to Date
feature.
Next, in the appointment grid, double-click a time slot, which is highlighted with a heavy line
border. You can also click the New Appointment speed button; right-click in the time slot and
select New Appointments press F8; or go to the Lists menu and select Appointment List and
then click New to open the New Appointment Entry window.
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Office Hours
Office Hours Professional
Enter or select the chart number of the person for whom the appointment is being set. If the
person’s information has been entered in the program, the name and phone number are
automatically entered and the patient’s last case is reflected in the Case field.
TIP: After you select a chart number and move to another field (click or TAB key), if the patient
has a future appointment scheduled, the Patient Has Future Appointment warning field appears.
Click the magnifying glass or press ALT + A to review the scheduled future appointments before
finalizing the new appointment. This feature is available for Office Hours Professional.
Assign a resource. If the resource or room you need is not in the list, press F8 to create a new
resource record. The Notes field lets you include a reminder message regarding the patient’s
need or condition. Enter an appointment reason in the Reason field. If necessary, change the
Length, Date, and Time fields here. You can also change the appointment color. If there is a
need for repeat visits, click Change in the Repeat section. See the following Repeating
Appointments section.
F1
Look up New Appointment Entry
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Repeating Appointments
When a patient needs to make regular return visits, set up repeat appointments through the New
Appointment Entry or Edit Appointment window. Click Change in the Repeat section at the
bottom of the window. The Repeat Change window that opens is the same window that appears
when creating repeating breaks. See the Setting Up Repeating Breaks section for instructions,
page 108.
F1
Look up Repeat Change
Entering Breaks
You can enter breaks into the appointment schedule as reminders that the time slots are
committed. Some breaks are a one-time occurrence, like a vacation or a seminar. Others are
regularly scheduled times for each month or week.
There are several ways to access the New Break Entry window. The quickest way is to click the
Break Entry speed button. You can also click New or press F8 in the Break List window.
To create a break, give it a name, a date, and enter the time that the break starts. Using the up
and down arrows, enter the length of time in minutes. The display color of the break should be
contrasting to the regular daily appointment schedule (the default is gray).
Indicate whether the break should display in all columns on the appointment grid. If not, click the
All Columns box to uncheck it, and then mark those columns to be affected. Three radio buttons
at the bottom of the window let you apply the break to the Current provider (the one whose
schedule is on the window), Some, or All providers.
The Print Grid feature is available with Office Hours Professional.
F1
Look up New Break Entry
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Setting Up Repeating Breaks
In the New Break Entry window is a field marked Repeat, with a Change button. Clicking
Change opens the Repeat Change window where you can establish the Frequency of the
break.
Choosing any of the radio buttons (except None) displays different data entry boxes in the middle
of the window that give you the repeat options for each frequency. Also, a written summary of the
selected frequency appears in the bottom middle area of the box.
It is important to note that when you set up a break using the Monthly frequency, the date
highlighted on the main calendar affects the day or date that is entered in the break note.
Moving/Deleting Appointments
Changing Appointment Status (Office Hours Professional)
There are multiple options for marking the status of an appointment.
The default is Unconfirmed. When any change in status occurs, edit the appointment or rightclick on the appointment and choose the appropriate radio button. If you choose Cancelled, the
appointment is removed from the grid display. Any other status is reflected by a small icon in the
upper right corner of the appointment in the grid.
Moving an Appointment
If you want to move the appointment to another day or time, click the appointment and press
CTRL + X (or go to the Edit menu and select Cut). Move the cursor to the new day and/or time
slot, and either press CTRL + V or select Paste in the Edit menu. If you want to move the
appointment to another time slot showing on the appointment grid (whether the same provider or
not), click the appointment, hold the left mouse button down and drag the cursor to the desired
time slot. Release the mouse button.
Deleting an Appointment
There are multiple ways to delete or remove an appointment: click the appointment slot on the
appointment grid and press DELETE, highlight the appointment in the Appointment List and
click Delete, or right-click on the appointment (either in the Appointment List window or on the
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appointment grid) and select Delete or Delete item, respectively. You can also edit the
appointment and change the status to Cancelled.
F1
Look up Moving/Deleting an Appointment
Patient Recall (Office Hours Professional Integrated)
The program includes a complete patient recall system with a recall appointment list to assist in
contacting patients to schedule appointment dates and times or to make reminder phone calls.
This feature is available through both the Medisoft and Office Hours programs.
F1
Look up Patient Recall
Multiple Booking Columns
If you want to multi-book appointments (that is, schedule more than one patient in the same time
slot), simply right-click on the column heading in the appointment grid and the Speed menu gives
you a choice of Add Column or Delete Column. If you add a column, the Add Column window
has a horizontal scroll bar that lets you indicate the provider for whom you are adding a column.
The number of columns determines how many appointments can be booked in one time slot for
one provider. There is really no limit as to how many columns can be set up on the appointment
grid. You can also edit the column display by selecting Edit Column in the Speed menu.
Changes are made in the Change Column window.
Program Options
Appointment Length
Set the starting and ending appointment times for the practice. Enter the Starting Time and
Ending Time, breaking it down by hour and minutes. Standard appointment Intervals can be
established by scrolling with the up and down arrows.
Office Hours
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109
Office Hours Professional
You can also set colors to distinguish appointments, breaks, and conflicts (Office Hours
Professional). Make decisions concerning all the other default settings in this tab.
Designate one of the reports in the Speed Report box (Office Hours Professional) and it
automatically prints when you click the Print speed button.
Views (Office Hours Professional)
One of the most important features of the Office Hours Professional program is the variety of
ways you can display appointments/breaks in the appointment grid.
At the bottom of the main Office Hours window, in the Status bar, there are four View boxes, with
different configurations of dot patterns. These give quick access to the same functions available
through the View menu on the Menu bar. These correspond to Single Provider View, Week
View, Month View, or any combination Multi View.
„
Day View
The Day View shows a single provider’s appointments for a selected day. If multiple columns
are set up, all columns are displayed. To display another provider’s schedule, make a new
selection in the provider box in the toolbar. This view does not show columns for resources,
but columns can be added or removed as necessary in this view.
„
Week View
The Week View also shows only one provider’s schedule, but with one column for each day
of the week. If you have multiple appointments scheduled, the time slot shows the color for
scheduling conflicts. You can size the columns to see all the appointments/breaks scheduled
by placing the cursor on the right column heading boundary line until it takes the shape of a
double-sided arrow, and then drag the boundary line right or left to increase or decrease the
size of the column. Columns can be added or removed as necessary in this view.
„
Month View
The Month View shows up to 31 days, with the boxes colored where appointments have been
scheduled. This is a single-provider view. The value of this view is that you can get a good
overall view of which days are free for appointments or other scheduled items. Columns
cannot be added or removed in the Month View.
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„
Multi View/Multiple Provider/Resource View
The Multi View, or Multiple Provider/Resource View, is the most flexible. The program
provides one Multi View setup, which automatically includes all providers and all resources,
each with its own column. You can create as many Multi Views as you need in the Multi
Views tab of Program Options.
The open data entry field lists all Multi Views that have been set up. This is where you can
group providers and/or resources (rooms or facilities scheduled for appointments) in any
combination desired, or modify or delete existing multiple view setups. Click New to set up a
new Multi View (select a view and click Edit to make changes).
In the New View window, assign a name for the new view. For the first column, indicate the
type (Provider or Resource), the Code (provider number or resource code), then the width of
the column (in pixels). Set up each column you want in the view and click Close when
finished.
If you want to add a column between columns that have already been created, place your
cursor where you want the new column and click Insert.
These views can be also edited or reverted to default views through the View menu.
Appointment Display (Office Hours Professional)
In the Appointment Display tab of Program Options, you can specify up to five rows of
information to display in the grid for an appointment. Be aware that the length of the appointment
determines how much data is actually displayed on the grid. An appointment must be at least 75
minutes long to display five rows of information.
F1
Look up Program Options
Security Setup
If you are using Office Hours in connection with Medisoft, the security settings established in
Medisoft are applied to Office Hours as well. However, you can make changes from within Office
Hours if needed.
You can be logged in to the program on only one computer at a time. If you are logged in on one
computer and try to log in on another, a message pops up. You have to log out of the first
computer before you can log in on another computer.
F1
Look up Security Setup
Reports in Office Hours
If you select one of the following reports in the Speed Report box in Program Options (Options
tab), that report prints automatically when you click the Print speed button (Office Hours
Professional).
Appointment List
Probably the most important report printed in Office Hours is the Appointment Schedule, a listing
of all the day’s scheduled events. Generally, printing this report is the first order of business.
Print the list and be sure you are ready to meet the day. Go to the Reports menu and select
Appointment List.
In the Report Setup window, select how you want the report to print. If you have Office Hours
Professional, you can also select if you want to print only those appointments that need referrals.
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In the Data Selection window, modify the report by setting Date and Provider ranges, if desired.
Remember, if a range is left blank, all available records will be included in the report. See Data
Selection Questions.
TIP: If available, select the Print Blank Appointments to include unassigned time slots from the
appointment list in the report. Including this data provides flexibility for you to quickly review open
slots over the examined range and even print out the report and manually enter patients on the
printed report. This feature provides a quick way to accommodate walk in patients when
accessing the application is impractical or not desired.
F1
Look up Printing the Appointment List
Appointment Status (Advanced and above)
The Appointment Status report displays a list of appointments showing their statuses.
F1
Look up Appointment Status Report
Printing Superbills
The superbill is designed to be a physician's worksheet. At the beginning of the day, consider
printing a copy of the superbill for each patient with an appointment that day and then attach it to
his or her chart. In Medisoft, the superbill is pre-formatted with the patient's name, chart number,
appointment time, and the practice name at the top. The superbill displays a list of what
procedures can be performed by the provider and the diagnoses related to it displayed in a list
format.
If you use Office Hours integrated with any version of Medisoft, you can print superbills for the
day through Office Hours. Go to the Reports menu and select Print Superbills. In Medisoft
select the Reports menu and then select Print Superbills.
For a discussion on how superbills work and how to track superbills:
F1
F1
Look up How Superbills Work
Look up Tracking Superbills
For more information on creating new superbill report formats, editing an existing Superbill
format, or converting an existing superbill format:
F1
Superbills
Deleting a Superbill
If you delete an appointment to which a superbill is attached, the superbill is also deleted from the
program. When a numbered superbill is deleted from the program, the number may be released
for reassignment. For more information on superbill deletion and reassignment see:
F1
What Happens to the Number When You Delete a Numbered Superbill
Printing a Blank Superbill
This feature allows you to print blank, serialized superbills that are not assigned to an
appointment. Before using the feature if you have security applied to your practice, you will need
to give access to this feature to appropriate users. The default setting is for level 1 users only. For
information on changing permissions:
F1
Look up Permissions
You will also need to select the Force Document Number and Use Serialized Superbills options
on the Program Options window, Data tab.
Once enabled, you can print a blank Superbill by selecting the Blank Superbill command on the
Reports menu and at a later date, assign the blank superbill to a chart and case in the
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Transaction Entry. For more information, see:
F1
F1
F1
Printing Blank Superbills
Assigning a Blank Superbill to a Patient and a Case
Look up Printing the Superbill
Tutorial Practice
To review the procedures outlined in this chapter, you can perform the following steps using the
tutorial database provided with this program.
Entering Resources
Go to the Lists menu and select Resource List. Click New.
Leave the Code field blank. In the Description field enter Treadmill. Click Save. Click Close.
Entering Appointments
I.B. Gone (remember him?) calls and needs to see Dr. Urdoc today. Dr. Urdoc actually has an
opening at 11:30 am. In all views except Monthly (Advanced and above) and Multi View
(Advanced and above), select Dr. Urdoc in the provider box to the right of the Exit speed button in
the toolbar. In any Multi View, be sure to locate Dr. Urdoc’s appointment column. You see that
the 11:30 time slot is open for Dr. Urdoc so double-click it to open the New Appointment Entry
window.
Office Hours
In the Chart field, enter GON to locate I.B. Gone’s chart number. Press ENTER. In Resource,
enter T to help locate the treadmill resource. Highlight the correct resource and press ENTER.
In the Note field, enter the following information: Emergency physical for work.
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The Case defaults to Mr. Gone’s most recently opened case. In the Reason field, although we
have not yet created reasons of our own, we can select one from the database. Click the down
arrow and select Routine Checkup.
The date and time have already been selected, so click Save. See that Mr. Gone’s name
appears in the 11:30 am slot. Also notice that it is fuchsia in color (which is the color assigned to
the Routine Checkup reason). A recap of the appointment and Mr. Gone’s information is also
displayed to the left of the Appointment Grid.
Repeating Appointments
Dr. Urdoc wants to follow up on Mr. Gone’s treadmill results and asks you to make two more
appointments, a month apart. Since 11:30 am is a good time for Mr. Gone, double-click the
existing appointment.
In the bottom left corner of the Edit Appointment window, click Change to open the Repeat
Change window. Choose Monthly. In the End on: field, click the down arrow to show the
calendar. Click the right arrow twice (for two months). Then click OK. Click Save.
Setting Breaks
Click the Break Entry speed button. In the Name field, enter Dr. Urdoc Seminar.
The meeting is scheduled for two hours on June 21, starting at 1:00 pm. In the Date field, enter
6/20/2003. For Time, type in 1:00 p. In Length type 120. In Resource enter L for the Lunch
room. Give it an aqua color, using the down arrow to display the color choices. Click the All
Columns box to be sure everyone participates. Under Provider, choose All. Click Save. To
double-check, click the appropriate Month and Day buttons to locate June 21, 2003. If
necessary, use the scroll bar to show the seminar.
To return to today’s calendar, click the Go to Today speed button.
Creating Reason Codes
Go to the Lists menu and select Reasons List. Click New to open the Appointment Reason
Entry window.
Leave the Code field blank. In the Description field, enter Sports Accident.
The default appointment length is 15 minutes. Change this number to 30. In the Default
Appointment Color field, the drop-down arrow lets you select a color that fills the appointment
space on the schedule grid. Choose red for this emergency accident response. In Default
Template Color (Advanced and above), select Light Red. Click Save.
Creating Templates (Office Hours Professional)
Go to the Lists menu and select Templates List. Click New.
In one of the six Template Reasons fields, use the drop-down arrow to enter NEW in the Code
field. In the Description field describe the template’s use as See New Patients. Using the dropdown arrows, select Dr. Urdoc as the Provider, and the Resource is Exam Room 2.
Click the arrow on the Date field to display the calendar and highlight the designated date. Use
the arrows on either side of the month name to change to an earlier or later month, if necessary.
Type 10:00 a in the Time field. Set the Length to 120. The search arrow on the Color field lets
you select light yellow as the color for the template on the appointment grid.
You want to use this template every day, so click Change to display the Repeat Change window.
Choose the Weekly frequency, enter the number 1, and click the boxes for Tuesday and
Thursday. Leave the End on field blank at this time. Your entry is confirmed with the message,
“Every week on Tue and Thu.”
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Creating Multi Views (Office Hours Professional)
Dr. Urdoc works only with therapy patients and uses Exam Room 2 for consultations. Let’s
create a view where you can see all of these schedules at the same time.
To create a multi view, go to the File menu and select Program Options. Open the Multi Views
tab. Click New.
Name the new view Dr. Urdoc and press TAB. In the Type field, click the box and select
Provider. In the Code field, locate and highlight Dr. Urdoc’s name. Leave the Width at its
default setting. Click Insert Column.
In the next line, select the Resource type. Press TAB. Locate Exam Room 2 and highlight it.
Press TAB. Change the Width column to 50. Click Insert Column to create a new line. Again
select Resource. This time locate and select Therapy. Click Close. Click OK.
Using the Wait List (Office Hours Professional)
Mr. Gone has seen the doctor for his injury but he needs a return visit in a week. With the full
appointment schedule, the surest way to work him in is to put him on the Wait List. Go to the
View menu and click Wait List. Click New.
Type in GONI to select the Chart number. Click Save.
To begin the search for his next appointment, highlight his record and click Find to open the Find
Open Time window.
Mr. Gone is out of school at 2 p.m. but has choir practice on Tuesday and Thursday. He needs a
15 minute appointment so enter a Start Time of 2:30 p and an End Time of 5:00 p. Click
Monday, Wednesday, and Friday. Click Search and let it go. In a few moments, if the program
finds a match, a Confirm window pops up: “Open time slot found. Do you want to set the
appointment?” If the first time slot it presents is not satisfactory, click Retry and let it search
further. Or click Yes and schedule the appointment.
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Chapter 15
Work Administrator
Introduction
This program lets staff streamline their work process. You can use this feature to organize tasks
for users and user groups. It lets you add tasks manually and set up rules that automatically add
tasks when certain conditions are met.
To open Work Administrator, go to the Activities menu and select Launch Work Administrator
or click the Launch Work Administrator icon in the toolbar.
Assignment List
The Assignment list is the main window for the Work Administrator. This window lets you view
the tasks assigned to Medisoft users.
F1
Look up Assignment List
Filters
The default for the Assignment List window is to display the tasks assigned to the user currently
logged in to Medisoft. Data filters can be added to determine which tasks show on the
Assignment List.
To add a data filter, click Add in the Filters section of the Assignment List. The Filter Selections
window opens.
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Select the field and values for the filter. Click Add and the new filter will appear in the text box at
the bottom of the window. Click Save to apply the filter to the Assignment List.
F1
Look up Filter Selections
Tasks
This window lets you enter tasks in the Assignment List and assign them to a specific user or
group of users. Users can check the Assignment List throughout the workday to view the tasks
they should complete. Depending on a user’s permission level, he or she may not be allowed to
create or edit tasks.
To create a task, click New in the Assignment List or select Add New Task from the Activities
menu. To modify an existing task, click Edit. The Task window opens.
Select the user to whom you would like to assign the task by clicking the down arrow in the User
field and selecting the appropriate user. If you would like to assign a task to a group of users,
rather than a single user, select the group name from the drop-down menu in the Group field.
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Enter information in the remaining fields as necessary. Click Save and the task appears in the
Assignment List of the appropriate users.
F1
Look up Tasks
Rules
Work Administrator allows you to create rules so that a task is automatically added to the
Assignment List each time a particular scenario is created. Existing rules are displayed in the
Task Rules List accessed by clicking the List Rules button in the Assignment List. To add or
modify a rule, click New or Edit in the Task Rules List. The Rule window appears.
This window allows you to add or edit rules so that common tasks are automatically created. The
top portion of the window lets you create a type of task and specify instructions. The Condition
portion of the window lets you determine when the task above is created. For example, you office
may need to check eligibility for each patient who needs a referral. You can create a rule that
automatically adds this task after entering a new appointment.
Depending on the type of task you want to create, the fields displayed in the Rule window
change. Enter information in the appropriate fields and click Save to apply the rule.
F1
Look up Rules
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Appendix A
Where to Find Help with Medisoft
Support Options
Technical help for learning and working with Medisoft is available in the following options: (1) F1
key or Help buttons access online information while within the program; (2) accessing the
Medisoft web site; (3) training options; (4) local Value-Added Resellers; and (5) Medisoft
telephone technical support. Medisoft support is unable to provide training on the telephone.
Using Online Help
No matter where you are in your Medisoft program, help is close at hand. If you don’t understand
what is wanted, or how data should be entered, press F1, click Help (if available), or click the
Help speed button, and data files are opened. Specific information and examples of how data
should be entered is displayed in the Help window.
In addition, you can go to the Help menu and select Table of Contents. Highlighting any option
in the Contents list opens the related help data fields.
Regardless of which of these entry points you utilize, you open the same Help files. Access the
files in the manner most convenient to you.
Medisoft Web Site
The Knowledge Base is a searchable online database containing technical information relevant to
the use of all Medisoft and related products. If you are working in a Medisoft program, access is
made easy by going to the Help menu and selecting Medisoft on the Web or at the following
web site:
http://www.medisoft.com/kb.
When accessed, you can search for information concerning all Medisoft products or any particular
product. We try to maintain the most current technical information in the Knowledge Base. For
instructions on how to use the Knowledge Base, click Help on the left side of the Knowledge
Base page.
Training Options
There are various training options available. Contact your sales representative at (800) 333-4747
or a local Value-Added Reseller for information concerning these options.
Local Value-Added Resellers
There are local Value-Added Resellers of Medisoft in your market area who are knowledgeable
and efficient in selling, installing, troubleshooting, and supporting your Medisoft program. You
can contact a Medisoft sales representative for the name of a qualified Value-Added Reseller in
your area to give you hands-on help.
Technical Support
Call Toll-Free (800) 334-4006. Get help directly from Technical Support services! Support is
available to answer questions and assist in troubleshooting problems.
Appendix A: Where to Find Help
119
Support answers questions related to the operation of Medisoft software in a physician’s office or
a billing service. Support technicians are unable to assist with network configuration, computer
hardware problems, training on how to do medical billing, or aligning your CMS forms. Support
does provide software assistance to any customer, no matter where the program was purchased.
Support is unable to provide training or file repair over the telephone.
„
When You Call Support
You’ll get faster service if you have these items ready when you call Support:
„
•
Your Medisoft customer number. This is found on the upper right corner of the invoice or
packing slip that came with your Medisoft program.
•
The Serial Number and registration information for your Medisoft software.
•
A complete description of your problem or question, including the complete text of any
error messages.
•
Have a current support contract already in place or be ready with credit card information
to set one up.
•
It is usually necessary for you to be able to work on your computer while you are talking
to the technical support staff, so be sure your phone is close to the computer.
Service Hours
Support is available from 8:00 am to 8:00 pm EST Monday - Friday throughout the year. The
exceptions to this availability will be holidays and an occasional all-staff meeting.
Updates and Changes
Go to the Help menu and select Online Updates. Any free update available is downloaded to
your system.
F1
Look up Online Updates
Appendix A: Where to Find Help
120
Appendix B
New Features in Medisoft 15
There are many new features in this version to help you to manage your practice. Some of the
highlights include:
Deposit List Detail Print – Medisoft Advanced and Network Professional
Medisoft 15 adds new print functionality to the Deposit List Detail window which is accessed from
the Deposit List. This new feature lets you select an item in the Deposit List, click the Detail
button to view the item details, and then print the item details including the dates of service and
the procedures that the payment was applied to by selecting the Print Grid button.
F1
Look up Print an Entry from the Deposit List
Missed Co-pay Remainder Statement – Medisoft Advanced and Network Professional
Medisoft 15 adds a new way to track missed copays using the Copay Remainder statement. This
statement immediately includes missed copays instead of waiting until the insurance has paid on
the claim.
F1
Look up Tracking Missed Copays.
Default Printer Option – Medisoft Advanced and Network Professional
Medisoft 15 introduces a new feature for selecting a default printer for printing superbills, claims,
and statements. This setting is saved to the user’s Medisoft login profile/workstation. To set up a
default printer for these printing tasks, you would select the Default Printer Options command
from the Reports menu and match specific printers to reports in the Default Printer window.
Settings are saved based on security profile (if used) or by workstation. Once a default printer is
assigned, the specific report will print on that device without any need for you to select it from a
print window.
F1
Look up Default Printer Selection Overview
F1
Look up Setting a Default Printer
Print Blank Superbills
Medisoft 15 adds the ability to print blank, serialized superbills that are not assigned to an
appointment. This new feature is available when the Force Document Number and Use
Serialized Superbills options on the Program Options window are selected. Once enabled, you
can print a blank Superbill from a new option on the Reports menu and at a later date, assign the
blank superbill to a chart and case in the Transaction Entry.
F1
Look up Printing Blank Superbills
F1
Look up Assigning a Blank Superbill to a Patient and a Case
Appendix B: New in This Version
121
Rejection Code Hot-key Addition - Medisoft Advanced and Network Professional
Medisoft 15 adds new keyboard shortcut functionality for adding a claim rejection message to a
charge. You can now use the F8 or F9 keys to in the Apply Payment/Adjustments to Charges
Grid to add (F8) or edit (F9) a Claim Rejection Message.
Transaction Entry Sort - Medisoft Advanced and Network Professional
Medisoft 15 adds the ability to sort the columns in the Transaction entry by clicking a column
header to sort the grid by that value, for instance click the Procedure header to display
transactions sorted by the procedure number of the line item. The default sorting pattern sorts in
a descending order, and the last sort selection is also saved for next use.
F1
Look up Sorting the Transaction Entry Grids
Sort Statement Option - Medisoft Advanced and Network Professional
Medisoft 15 adds a new option, the Txn Sort Order list, for sorting statements by date of service
or entry order or document number to the Data Selection Questions window. New controls are
also added to the Report Properties window on the Report Properties-Data Filters Tab for adding
this filtering option to a statement management report. This sorting option is only available when
statements are printed/viewed using the Statement Management feature.
Quick Ledger Edit Option - Medisoft Advanced and Network Professional
Medisoft 15 introduces the ability to enter and edit notes on the Quick Ledger. In the Quick
Ledger, you can select a line item and then click Note to add documentation to that line item.
F1
Look up Adding a Note to a Line Item on the Quick Ledger
Statement Management Remainder Balance - Medisoft Advanced and Network
Professional
Medisoft 15 provides a new option to add remainder balance calculations to line items in the
Statement Management grid. To take advantage of this feature, you will need to add the
remainder balance column to the Statement Management grid. Once you have added this
column, all line items in the grid update to show remainder balances of the transactions (values
appear on statements marked as sent, not those marked as done.
F1
Look up Displaying Remainder Balances on the Statement Management Grid
Future Appointment Warning- Office Hours Professional and Office Hours Network
Professional
Medisoft 15 adds a new feature to Office Hours Professional to alert you when entering a new
appointment for a patient that already has a future appointment scheduled. This alert appears on
the New Appointment Entry or Edit Appointment Entry window as a Patient has Future
Appointment button with a lookup magnifying glass. You can click the button to view future
appointments for the patient.
File Maintenance Progress Reporting
Appendix B: New in This Version
122
Medisoft 15 adds a progress bar to track the various processes when running the File
Maintenance feature.
Blank Appointment Indicator - All Versions of Office Hours
Medisoft 15 introduces the ability to include blank appointment slots on Appointment List Reports.
Phone Numbers in Appointment Entry - All Versions of Office Hours
Medisoft 15 adds fields to the main Appointment Entry window and also to the add/edit
Appointment window for home and cell phone number.
Close Case Shortcut - Medisoft Advanced and Network Professional
Medisoft 15 improves workflow by adding a new shortcut option of closing a case by right clicking
on the transaction in the Apply Payment/Adjustments to Charges window and then selecting the
Close Case command from the menu.
Collection List F7 Link - Medisoft Advanced and Network Professional
Medisoft 15 increases your efficiency by adding a keyboard shortcut (F7) to the Collection List.
When you press F7 in the Collection List, the Quick Ledger launches and displays the patient’s
record associated with the collection item.
Claim Management Sorting - Medisoft Advanced and Network Professional
Medisoft 15 now saves selected sorting options from the Claim Management window based on
login (if security is applied) or on a workstation basis.
Case Sorting
Medisoft 15 introduces a new sorting pattern for cases in the Transaction Entry window. The
Case drop-down list now displays cases in descending order.
Write-off Option - Medisoft Advanced and Network Professional
Medisoft 15 adds an option to Small Balance Write-off window to write off all balances for
statements that have been sent the number of times set in the Submissions Count field.
Chart Number Hot-key - Medisoft Advanced and Network Professional
Medisoft 15 enhance workflow processes with a new chart number keyboard shortcut. This
shortcut (press SHIFT + F4) automatically populates the last accessed patient’s chart number in
a new chart number field. This feature is supported in many windows throughout the system.
The system holds in memory the last chart accessed (for instance in the Patient List, Deposit List,
Collection List, Quick Ledger, Quick Balance, etc.), and when you go to another window you can
use the shortcut to populate the last record. Press SHIFT + F4 to automatically populate the last
accessed patient’s chart in another chart number field.
NOTE: Reports that do not use the Data Selection Questions window for data filtering, do not
support this feature.
Appendix B: New in This Version
123
Enhanced Reporting Engine
Medisoft 15 adds new reporting functionality to all versions and a new reporting engine to
Medisoft Advanced and Network Professional, called Medisoft Reports, that provides numerous
new reporting features and options.
Medisoft Reports provides users with enhanced reporting options and data viewing capabilities
including many more reports not featured on the Reports menu in Medisoft along with robust
viewing and printing options for all standard and additional reports. The feature does not replace
standard Medisoft reporting options available on the Reports menu, but instead offers a new
window that bundles many key reporting features and provides access to many new reports along
with all the standard Medisoft reports.
F1
Look up Reports Overview
F1
Look up Medisoft Reports
Before running a report in Medisoft (either from the Reports menu or using the Medisoft reports
engine), you will need to set up a reports user account. This account is unique to reporting and
different from other existing accounts.
F1
Look up Setting up an Initial Reports User
Medisoft 15 also introduces support for Medisoft Reports Professional, a robust report authoring
application.
F1
Look up Medisoft Reports Professional
Medisoft Clinical
Medisoft 15 adds several new features to Communication Manager that improves diagnostic data
tracking/troubleshooting including the Application Settings window (selected from the
Configuration menu) which contains new system-wide troubleshooting settings, new system
settings for EMR configurations in which Communication Manager and Medisoft reside on
different servers, and default system settings for Practice Partner along with additional connection
protocols including built-in support for Medisoft Clinical, a new EMR application.
Advantage 9db Upgrade
Medisoft 15 includes a new robust release of Advantage Database 9.0.
Appendix B: New in This Version
124
Appendix C
Converting Data
Converting from Windows Version 5.5x or Higher to Medisoft
15
If you have been using Medisoft Version 5.5x or higher and have just installed Version 15, an
automatic conversion is performed the first time a practice data set is opened in the new program.
Converting from Windows Version 5.4x or Lower to Medisoft
Version 15
If you are converting from Medisoft Windows Version 5.4x or lower to Version 15, data must be
converted before it can be accessed in the new program. Go to the File menu and select
Convert Data. Choose Convert Windows 5.x data. Follow the prompts.
Multiple Practice Conversion Process
There are two ways to convert data. First, you can open a different practice through the File
menu. The program will immediately perform a conversion. Second, you can go to the File menu
and select Convert Data.
When you convert previous data choosing Convert Data, the program searches your physical
hard drive for any MWDBLIST.ADT files. When found, the program lists all valid data directories
in the Medisoft File Conversion window.
A valid data directory is one that contains data.
Of the data sets listed in the Medisoft File Conversion window, select one at a time that you
would like to have converted.
When you are finished converting the data sets, your original data directories remain unchanged
except a CONVERT.LOG file (and possibly a DATABASE.CLI file) is created in each data
directory that is upgraded. The program creates a new directory for each data set converted in
the root data directory you specified when you installed your latest program. The first new data
directory is automatically named DATA, the second is named DATA1, and each new data
directory is named consecutively after that (e.g., DATA2, DATA3, etc.).
DO NOT RENAME THESE DATA FILES.
The program relies on this naming convention to function properly. To identify which practice files
are contained in which data directory, use the Open Practice window, which contains the data
path for the highlighted directory.
We recommend that you do not delete your old data directories until you know for certain that the
newly converted data is complete. If you need more space on your computer, you can create a
backup of the old data directories or just copy them onto storage disks, but keep them until you
are certain the new program is working completely and properly.
Medisoft MS-DOS Users Converting to Windows
If you are a user of any Medisoft patient accounting program in the MS-DOS environment, your
data files are converted to the Windows version.
Appendix C: Converting Data
125
The conversion process is designed to have no effect on your original MS-DOS files. However,
before you begin installation of the new program, back up your current data files just to be safe.
„
What Doesn’t Convert
Before you undertake the conversion of Medisoft MS-DOS data to the Medisoft Windows
program, you need to know that there are several types of data or formats that do not
convert, no matter which option you choose.
Any custom formatting you have done, including lists, statements, CMS forms, receipts, and
the custom data windows, does not convert. In addition, notes, superbills, billing notes, and
custom printer setups do not convert.
Prior to conversion, you must complete all EDI batches in your MS-DOS program. In
addition, the conversion does not apply payments to charges. There is no way for the
conversion program to know how much of each check is applied to respective changes, so it
is up to you to apply payments to charges. It is highly recommended that all payments be
applied before performing a conversion of the data.
„
Converting MS-DOS to Windows
Medisoft data file conversion from MS-DOS to Windows is automated with a simple click of a
button.
To start your conversion, go to the File menu (or press ALT+F) and select Convert Data.
The Convert Medisoft Data window, by clicking Search for Data, finds all MS-DOS Medisoft
data files. This search may take a few minutes.
Each MS-DOS database found appears in a list and automatically marked for conversion. If
you do not want to convert all data at one time, deselect those files you do not want to
convert by clicking on the check box next to the data you don’t want converted. Buttons
marked All and None below the data field can aid in marking the files. When you click Start
Data Conversion, you have three options: Convert All Transactions, Convert Patient
Balances, and Convert No Transactions.
The Convert No Transactions option (which is recommended) converts all MS-DOS data
except transaction detail and transaction histories. If selecting this option, you need to
maintain two accounting systems until all patient balances in the earlier system are zeroed
out. All new charges (and payments and adjustments for the new charges) should be
recorded in the new Medisoft program for Windows program, and all payments and
adjustments for existing transactions should be recorded in the MS-DOS program until all
accounts are balanced.
The Convert Patient Balances option (not recommended) converts all MS-DOS data but
treats transactions in a special manner. All transactions for each patient are compiled and
converted into a single balance forward sum with no transaction detail. A BALFORWARD or
CREDFORWAR transaction is created showing the amount owing or credited to the patient.
Because no detail is converted, we do not recommend this type of conversion. It becomes
very difficult to apply payments to old transactions.
The Convert All Transactions option (not recommended) converts all MS-DOS data and
creates new cases as necessary.
Select the type of conversion you want and click OK. The Conversion Progress window is
displayed.
The Convert No Transactions option converts only these files:
Address
Appointment
Billing Code
EDI Receiver
Insurance
Patient
Provider
Procedure/Diagnosis/MultiLink
Appendix C: Converting Data
126
The Convert Patient Balances option converts these files:
Address
Appointment
Billing Code
EDI Receiver
Insurance
Patient
Provider
Transaction (lump sum only)
Procedure/Diagnosis/MultiLink
The Convert All Data process converts the following data files:
Address
Appointment
Billing Code
EDI Receiver
Insurance
Patient
Provider
Transaction
Transaction History
Procedure/Diagnosis/MultiLink
During the conversion process, the program checks billing dates on all transactions and
places them in the Claim Management list format, as discussed in Chapter 7, page 54.
The conversion finishes on its own. If the data conversion encounters problems, a file named
CONVERT.LOG is created in the data file directory which explains any problems.
Any problems or questions should be reported to or clarified through Technical Support. Call
(800) 334-4006.
Bringing Over Account Detail from Another System
If you are converting data from an accounting system other than Medisoft, the data is not affected
by the built-in automatic conversion. Because Medisoft is an Open Item Accounting system, to
best take advantage of this capability, it is recommended that you recreate each transaction, with
all of its detail, for every charge that is still outstanding.
The recommended course of action is as follows:
1. Be sure each patient with an outstanding balance is set up in the Patient/ Guarantor: (new)
window. That puts all the patient information into the system for filling out the insurance claim
forms.
2. After your patient accounts are set up, enter a transaction for each outstanding charge in
Transaction Entry. The date on each transaction should be the date that service was
rendered.
You can work from the ledger of each patient and enter data, item by item, until everything is
current.
Again, it is noted that the manual reentry applies to data originating from a different accounting
program. It could also apply if you do not want to put your MS-DOS data through the automatic
conversion built into the Windows versions of Medisoft.
Appendix C: Converting Data
127
Appendix D
Medisoft Terminal
Receiving Reports from a BBS
Within the Medisoft program, the Medisoft Terminal feature can be used to send or receive
reports by connecting to bulletin boards using a modem.
Go to the Tools menu and select Medisoft Terminal. The Medisoft Terminal window appears.
The window displays speed buttons or icons allowing you to dial, hang up, answer, and send or
receive files. The Menu bar at the top of the window has corresponding functions to the speed
buttons.
Dial:
CTRL + D
Answer:
CTRL + A
Receive File: CTRL + R
Hangup: CTRL + H
Send File: CTRL + S
The speed buttons are defined as follows:
Dial
Answer
Hang up
Send a file
Receive a file
Exit the program
Appendix D: Medisoft Terminal
128
The blank part of the window displays all modem activity (such as dialing).
Before using Medisoft Terminal, parameters are defined in the Dial menu or the Program
Options window of Medisoft Terminal. Go to the File menu and select Program Options.
Check the Knowledge Base (www.medisoft.com/kb), call your local Value-Added Reseller, or call
Support at (800) 334-4006 for technical support, go to the Call menu and select Dial.
F1
Look up Medisoft Terminal
Program Options
Go to the File menu and select Program Options. The Program Options window appears.
The window is divided into three groups. If you are using an in-house phone system, you may
need to enter 9 or some other number in the Dialing Prefix field. You are always required to
enter a 1 for dialing a long distance phone number. The Dialing Suffix is used to dial any extra
numbers after the telephone number, such as an extension.
In the next group are a series of scroll boxes for defining technical information about your
modem. The Serial Port field has four selections: COM1, COM2, COM3, and COM4. In order to
determine which Communications port your modem uses, click Find Modem and the Modem
Search/Test window opens.
F1
Look up Modem Search/Check in the Medisoft Terminal help files
The lower third of the window has two fields. Modem Initialization is normally left blank. If you
have problems connecting with your EDI receiver or BBS and your modem manufacturer
suggests a Modem Initialization String, enter the string here.
In Modem Termination, enter a character string to terminate the phone connection after the
transmission has ended if your modem requires this. This field is usually left blank.
F1
Look up Program Options in the Medisoft Terminal Help file
Dial Options
Go to the Call menu and select Dial to open the Dial window.
Select the EDI receiver to dial from the scroll box. After the EDI receiver is selected, the Options
button becomes activated. Click it to open the Dial Options window.
Appendix D: Medisoft Terminal
129
Modem Tab
The Modem tab is divided into three groups. In the top group, enter the Data Phone Number.
This is the number that the Terminal program dials when you are transmitting your claims.
Enter the data phone number assigned for your transmission. The program automatically enters
the punctuation for you.
In the Dialing Prefix field, enter the prefix number, if any. If you are using an in-house phone
system, you may need to enter a 9 or some other number to get an outside line, followed by one
or two commas to create a pause during dialing. For dialing a long distance phone number, you
always need to enter the number 1. The Dialing Suffix is used to dial any extra numbers after
the telephone number, such as an extension.
In the next group are a series of scroll boxes for defining technical information about your
modem. The Serial Port field has four selections: COM1, COM2, COM3, and COM4.
The Baud Rate is the speed at which your modem transmits data. The Parity, Data Bits, and
Stop Bits fields are defaulted to None, 8, and 1, respectively, and usually do not need to be
changed.
The lower third of the window has two fields. Modem Initialization is normally left blank. If you
have problems connecting with your EDI receiver or BBS and your modem manufacturer
suggests a Modem Initialization String, enter the string here.
In Modem Termination, enter a character string to terminate the phone connection after the
transmission has ended, if your modem requires this. This field is usually left blank.
ID and Extra Tab
This tab displays information only. Any entries in these fields are already set up in the EDI
Receiver window.
F1
Look up Dial Options in the Medisoft Terminal Help file
Dialing a BBS
To dial a BBS, press CTRL + D to bring up the Dial window. See Dial Options, page 129, on the
features and setup. Once the parameters have been specified, select your EDI receiver and click
OK to initiate the dialing process. After clicking OK, the phone number, ATDT, and any prefix
entered displays in the Medisoft Terminal window.
Since all BBS’s are different, you need to follow the screen commands as they appear.
F1
Look up Dial in the Medisoft Terminal Help file
Appendix D: Medisoft Terminal
130
Sending and Receiving Files
While you are logged on to the BBS, you may want to send or receive files. To do this while
logged on, go to the Transfer menu and select Send File. The Protocol Properties window
appears.
The window has two field selections: Send file and Use the following transfer protocol. If you
know the name of the file and its location, enter it here. If you need to locate the file, click
Browse. This opens the File to Send window.
The window is divided into two parts. On the left side, select the drive and/or subdirectory where
the file(s) are located. On the right, select the actual file to send.
Click OK when done and the file is immediately downloaded.
In the Send A File window, select the protocol at which you want to send the file.
The selections are, in suggested order of use:
ZModem offers the best overall combination of speed, features and error tolerance.
ZModem protocol has many options and should generally be used as the most versatile
protocol of choice.
XModem is the simplest and possibly the slowest protocol. XModem uses blocks of 128
bytes and requires an acknowledgment (ACK) of each block. It uses only simple checksum
for data integrity.
XModem-1K transfers larger blocks (1024- bytes) and uses a 16-bit cycle redundancy check.
A larger block size can considerably increase the protocol speed because it cuts down on the
amount of times the transmitter waits for an acknowledgment.
YModem is essentially the same as XModem with batch facilities added. This means that a
single protocol session can transfer as many files as you can care to transmit. Another
added feature allows the sender to provide the receiver with the name, size, and time stamp
with the incoming file.
YModem-G has a “streaming” feature and operates in a similar manner to XModem-1K. But
like YModem itself, YModem-G offers the advantages of batch transfers and file information.
Appendix D: Medisoft Terminal
131
This protocol shouldn’t be used unless you are using an errorcorrecting modem with error control turned on.
Kermit allows file transfers in environments that other protocols can’t handle. Examples of
different environments would include those that transfer only seven data bits; links that can’t
handle control characters, computer systems that can’t handle large blocks of data.
ASCII is a convenient way of transmitting a text file. Because ASCII follows no real protocol,
it is difficult for the receiver to know when an ASCII transfer has completed. The ASCII
protocol terminates on any of three conditions: when it receives or saves the file, a CTRL + Z
character, when it times out waiting for more data, or when the user aborts.
BPlus protocol is a proprietary protocol designed and used exclusively by CompuServe.
F1
Look up Send A File and/or File Transfer Protocol in the Medisoft Terminal Help file
Receive File
To receive files while logged on to the BBS, go to the Transfer menu and select Receive File.
As with sending a file, enter the location and the protocol of where and how the file is to be
received.
If you want to search on a location to download a file, click Browse and the Choose Directory
window opens.
Select the proper transfer protocol by clicking on the Transfer Protocol field. For descriptions on
what each protocol does, refer to the previous two pages.
F1
Look up Receive File in the Medisoft Terminal Help file
Answering
When an outside source wants to connect with your computer (generally an individual), he or she
would typically let you know that a connection will be attempted at such a time.
At the given time, when the phone rings and with Medisoft Terminal open, click the Answer speed
button, or go to the Call menu and select Answer to make the connection through your modem.
Appendix D: Medisoft Terminal
132
Once the two computers are communicating, you can send or receive files. You can also
communicate by typing on your keyboard. What you type shows up on the other user’s screen,
and vice versa.
Appendix D: Medisoft Terminal
133
Appendix E
Archiving Overview
Accessed from the File menu – Archive, Archiving provides a simple method for improving
system performance and avoiding undue HIPAA compliance issues.
Note: Archiving functionality is available for Medisoft Network Professional.
Records can be archived instead of deleted, which increases system performance and lets the
practice still access the records if necessary. This feature provides users a method to archive or,
if necessary, restore archived records for items tied to that patient including cases, claims,
statements, and appointments.
The archiving feature allows users with the appropriate permission level to archive and restore
cases to the database. The archiving process is implemented via a series of dialog boxes that
lead users through the process of archiving data, restoring data, or printing log or error reports on
archived and restored records. Users can also print the archive data in reports.
Note: the advantage of archiving patients' cases is that patients remain in the system without the
risk of deleting records to save space. Do not delete patients after archiving their cases since this
could create a situation in which these cases are no longer accessible.
Medisoft Archive Wizard window
The Medisoft Archive Wizard window provides three options: the Archive Patient Case Records
radio button, the Restore Patient Case Records radio button, and the Print Log Reports radio
button. Next to the Archive Patient Case Records radio button is the Cutoff Date for Archive
Patient Case Records drop-down list, which is enabled when the radio button is selected. The
default date is one year prior to the current date.
Setting Up Archiving Permissions
Before utilizing the archiving feature, the system administrator should set up user access and
create/revise rights in the Medisoft Security Permissions window. Also, if needed, the system
administrator should set up any new users using the Security Setup window, accessed from the
File menu.
The Medisoft Security Permissions window features two sections. The Window section shows
the available modules. The Process section shows the access level. A checkmark under a level
heading means users with that level of security have the ability to perform that task or have
access to that portion of the application. The supervisor has full rights within this window to
assign to or remove rights from any level of security.
Level 1 is for unlimited access and is designed to be used exclusively by the supervisor or
administrator to restrict access to the program. Levels 2, 3, 4, and 5 can be user-defined – the
supervisor decides the appropriate level and assigns users accordingly.
In most cases, archiving will only be assigned for level 1, or supervisor level.
To Set Up Archiving Permissions
Appendix E: Archiving
134
1. On the File menu select Permissions. The Medisoft Security Permissions window
opens.
2. In the Window section select Archive Wizard and in the Process section click the
appropriate checkbox corresponding to the desired access level.
3. Click the Reset Defaults button and click the Close button.
Archiving Cases
The archiving process is implemented via a series of dialog boxes that lead users through the
process of archiving data, restoring data, or viewing/printing/exporting log or error reports on
archived and restored records.
To Access the Archiving Module and Archive a Case
1. On the File menu select the Archive command. The Warning window appears.
2. Option: if needed, click Back up Data Now (recommended) and follow the steps for data
backup.
3. Click Continue w/o Backup. In some instances, the Confirm window appears. This
window notes the total number of open cases (greater than ten) with a zero account
balance.
4. Option: on the Confirm window click No to skip reviewing the open cases. The
Medisoft Archive Wizard window appears. Skip Step Five and proceed to Step Six.
5. Option: on the Confirm window click Yes to review the open cases. The Patient Case
Search window appears. As needed in the Case Closed column, select any cases to
close or click Select All to select all the cases. Click Save. The Medisoft Archive
Wizard window appears.
6. Choose the Archive Patient Case Records radio button and on the Cutoff Date for
Archive Patient Case Records drop-down list next to the radio button, select an
appropriate cutoff date.
7. Click Next. The Select Patient Cases to Archive window appears, which displays a list
of all the patients who qualify for archiving based on the specified criteria.
Note: A guarantor’s chart will only be included in this window if all patients associated
with this guarantor and their cases have had no transactions since the cutoff date for all
cases and have a zero balance.
8. As needed in the Selected column, deselect any records not to be included in the archive
or click Unselect All to deselect all the records displayed and then select any appropriate
records.
Note: If a patient who is a guarantor is selected, then all patients associated with the
chart are also selected. If one of the patients associated with a guarantor’s chart is
deselected, then the guarantor’s chart is also deselected.
9. Click Next. The Warning window appears.
10. On the Warning window click the Yes button. The Archiving Data window appears, and
as patient records are archived, a dual progress bar displays the progress of the
archiving process. When the archiving process completes, the Confirm window
appears.
Appendix E: Archiving
135
11. Option: click No on the Confirm window to exit the Medisoft Archive Wizard without
printing the log report or click Yes to view the log report. The Print Report Where
window appears. As needed, select printing or exporting options on the Print Selection
panel and click Start.
Restoring Archived Cases
The archiving process is implemented via a series of dialog boxes that lead users through the
process of archiving patient data, restoring patient data, or printing log or error reports on
archived and restored records. Users can also print the archive data in reports.
To Access the Archiving Module and Restore a Record
1. On the File menu select Archive. The Warning window appears.
2. Option: if needed, click Back up Data Now (recommended) and follow the steps for data
backup.
3. Click Continue w/o Backup. In some instances, the Confirm window appears. This
window notes the total number of open cases (greater than ten) with a zero account
balance.
4. Option: on the Confirm window click No to skip reviewing the open cases. The
Medisoft Archive Wizard window appears. Skip Step Five and proceed to Step Six.
5. Option: on the Confirm window click Yes to review the open cases. The Patient Case
Search window appears. As needed in the Case Closed column, select any cases to
close or click Select All to select all the cases. Click Save. The Medisoft Archive
Wizard window appears.
6. Choose Restore Patient Case Records.
7. Click Next. The Select Patient Cases to Restore window appears, which displays a list
of all the patients who qualify for restoring based on the specified criteria.
8. As needed in the Selected column, check the records to restore or click Select All to
select all the records displayed.
Note: If you select a chart that is associated with an archived guarantor, then the
guarantor’s record is also selected. If you deselect a guarantor who has associated
archived patients selected, they will be unselected.
9. Click Next. The Warning window appears.
10. On the Warning window click Yes. The Restoring Data window appears and as patient
records are archived, a dual progress bar displays the progress of the restoring process.
When the restoring process completes, the Confirm window appears.
11. Option: click No on the Confirm window to exit the Medisoft Archive Wizard without
printing the log report or click Yes to view the log report. The Print Report Where
window appears. As needed, select printing or exporting options on the Print Selection
panel and click Start.
Printing Log Reports
The archiving process is implemented via a series of dialog boxes that lead users through the
process of archiving patient data, restoring patient data, or printing log or error reports on
archived and restored records. Users can also view or export log reports.
Appendix E: Archiving
136
Use the Print Log Reports option to view, print, or export archiving log report batch files.
To Access the Archiving Module and Print a Log Report
1. On the File menu select Archive. The Warning window appears.
2. Click Continue w/o Backup. In some instances, the Confirm window appears. This
window notes the total number of open cases (greater than ten) with a zero account
balance.
3. Option: on the Confirm window click No to skip reviewing the open cases. The Medisoft
Archive Wizard window appears. Skip Step Four and proceed to Step Five.
4. Option: on the Confirm window click Yes to review the open cases. The Patient Case
Search window appears. As needed in the Case Closed column, select any cases to
close or click Select All to select all the cases. Click Save. The Medisoft Archive
Wizard window appears.
5. Choose Print Log Report.
6. Click Next. The Select Archive Batches to Report window appears, which displays a
list of all batch reports.
7. As needed in the Selected column, check the batch log report records to archive or click
Select All to select all the batch log report records displayed.
8. Click Next. The Print Report Where window appears. As needed, select
viewing/preview, printing, or exporting options on the Print Selection panel and click
Start.
Appendix E: Archiving
137
Appendix F
Glossary
Many of the words in this list may be familiar, but a common understanding of their meanings is
helpful.
Abort — To discontinue or stop the current function or process.
Accelerator key (hot key) — A shortcut key on the keyboard that can be pressed to perform a
specific action. Usually the ALT key in combination with another key, but can also be a
combination of the CTRL or SHIFT keys with another key. The underlined letter on menu
items and field labels indicates an accelerator key that is available. Function keys are also
considered accelerator keys. See Function keys.
Activate — To bring an application or document window to the foreground. If you are working in
more than one application or more than one document with the active program, the active
window is the window in which you are working.
Alphanumeric — Consisting of both letters and numbers and often other characters (such as a
question mark).
Application menu — The main menu of the program; it is displayed in a horizontal format.
Sometimes called operations menu or the Menu bar.
Backup — Act of saving some or all of the data on a backup disk. Backups are extremely
important in the event of data loss, data damage or computer failure. Making regular and
complete data backup copies can save countless hours of data reentry.
Bit map — Graphic image that fills appointment spaces illustrating and indicating breaks in
scheduling. See also Pixel.
Boolean — A switching function that has two options, such as True/False or Yes/No.
Capitation — The payment made to doctors from managed healthcare services for those
patients who select this primary care provider, regardless of whether they visit that provider
or not.
Case — A grouping of claims usually with at least one thing in common, i.e., the same carrier, the
same diagnosis, etc.
Case-based — A method of accounting that helps keep track of transactions of a common
nature; transactions tied to a case.
Chart number — An eight-character control number to a patient’s information.
Check box — A square box with associated text that represents a choice. When a user selects a
choice, a check mark appears in the box to indicate that the choice is in effect.
Choose — To execute and complete a command. Some commands are executed when you
select the menu command; others execute when you choose OK in a window or dialog box.
Clearinghouse — A company set up to process Medisoft insurance claims transmitted
electronically, distributing those claims to various carriers.
Appendix F: Glossary
138
Click — To place the mouse pointer at the desired location and then quickly press and release
the left mouse button once.
Close button — The button in the top right-hand corner of an active window which, when
clicked, ends an activity and removes that window from the display. Closing a program
window clears the immediate screen in which you are working. See also Exit.
Close — The button in many windows that closes the active window but not the program.
CMS — Centers for Medicare and Medicaid Services (formerly known as the Health Care
Financing Administration – HCFA).
Combo Box control — A combination edit control and list box control with a down arrow button
control. The button control displays a drop-down list box so a selection can be made.
Conditional expression — An expression applied to Data fields in Report Designer that contains
at least one “if” clause.
Control — A component of the user interface that allows the user to select choices or types of
information, i.e., check box, entry field, radio button, etc.
Cursor — A movable object (such as the flashing underline or block) on your screen that
indicates the position where keyboard input appears.
Cyclical billing — A method of equalizing cash flow by spreading billing processes through the
month.
Date format (MMDDYY or MMDDCCYY [for Medicare forms]) — The format used to enter dates
in Medisoft programs. The date is entered without punctuation, using two digits each for
month, day and year.
Default — A preset value in a field.
Diagnosis code — One of the ICD-9 codes used to identify a patient’s condition.
Dialog box — A moveable window containing controls that a user uses to provide information
required to process a user request.
Double-click — To place the mouse pointer at the desired location and then quickly press and
release the left mouse button twice.
Drag — To place the mouse pointer on an item and, holding down the left mouse button, move
the pointer to the desired location and release the mouse button to set the item in the new
place.
Drop-down menu — A menu that emerges in a downward direction from a point or line at or
near the top of the window. The series of menu levels displayed underneath the main menu
are drop-down menus.
Edit control — The most common type of control for entering text.
EOB Report — “Explanation of Benefits” report provided by the insurance carrier at the time a
check is sent for payment of submitted claims.
Exit — An action that ends the active application and removes all windows associated with it.
Usually press on the program Title bar. Many data screens also have Exit or Cancel
buttons, as well as a Close button (see Close button).
Expression — A formula or equation that lets you introduce variables into Data fields in Report
Designer.
Field — The space allowed in the window for entering data, usually labeled by a field name, e.g.,
Code Name.
Appendix F: Glossary
139
Filter — A procedure that reads data from the keyboard, modifies the data, and displays it on the
window; that is, you set parameters through the keyboard, the program searches the
database for data that fits your parameters, and displays the result on the window.
Focus — The control or area of a window where user interaction is possible, where the data
entry or action can occur or is occurring at a set point in time. A button that has the focus
usually has a broken line box on the button. An edit control indicates that it has the focus by
the blink caret (vertical cursor).
Folder — A container in which documents, program files, and other files are stored in the
computer or on disk. Also referred to as a directory.
Format code — A character assigned to a data entry field that can be used in designing a report.
Function keys — Keys usually identified by the letter “F” followed by a number from 1 to 12
which provide shortcuts to accessing various parts of the program. Each key can have
assigned functions in different software.
Graying — A visual cue that a choice is not available at that time; a menu item or control is
displayed in a gray color instead of black.
Guarantor — A person who accepts responsibility for the payment of the patient’s debt.
HCFA — See CMS.
Highlight — Contrasting color or reverse video (light letters on dark background) indicating
selection of a menu option or field in a window.
Hint — Brief summary of function displayed in a small yellow balloon when the mouse cursor is
placed on an icon in the toolbar or on a field in a window. Hints are also displayed in text
form in the Status bar at the bottom of the application window. Also known as a ToolTip.
Hotspot — A point of reference in a window that provides additional information concerning the
picture, word, or group of words on which the cursor is resting. To signify that a hotspot is
present, the cursor becomes a hand. Click anywhere you see a hand. Text that is linked to a
hotspot is displayed in green and underlined in one of two specific ways: Solid double
underlining moves you to another topic or activates a particular macro; dotted underlining
displays a brief definition.
Icon — See Speed button.
List box — A control that presents its data in a list format from which a user can make a choice.
Normally a vertical roll bar appears on the right side of the list. Also known as a scroll box.
List window — A window unique to Medisoft programs which presents each record of the given
data file in a list format. This window is also called the browser window, indicating that the
data can easily be viewed and browsed through.
Managed care — Healthcare organizations that offer patients treatment to contracting providers
and facilities for payment of a set co-pay amount. Services and co-pay amounts vary with
the plan under which the patient registers.
Maximize — To expand the active window to fill the entire screen. The Maximize button is the
middle of three buttons in the upper right corner of the Title bar.
Minimize — To reduce the program to a button on the Task bar. The Minimize button is the first
of three buttons in the upper right corner of the Title bar.
Operation — A function in the program which may be selected from a menu.
Operations menu — The main list of options in a program. Also referred to as the application
menu or Menu bar.
Appendix F: Glossary
140
Pixel — Short for “picture element.” The smallest graphic unit that can be displayed on your
screen. All the images displayed on a computer screen are composed of pixels. See also Bit
map.
Procedure code — A CPT code established by the American Medical Association consisting of
up to ten characters which identify a service provided to a patient. A charge is assigned to
each procedure and is included with the code data. Procedure codes are also used to record
payments or adjustments to patient accounts.
Provider — Usually a doctor, but may also be an assistant or nurse who renders services.
Radio button — A circle with text beside it. Radio buttons are combined to show a user a fixed
set of choices from which only one choice can be selected. The circle is partially filled when
a choice is made.
Record pointer — The pointer on the left side of list windows that indicates the record selected.
Right-click — To position the mouse pointer in the desired location and then click the right
mouse button. This action displays the Speed menu. o
Select — To highlight or mark a section of text, menu name, command, dialog box option or
graphical object with the keyboard or with mouse actions.
Shortcut — A quicker, more direct method of doing something than the ordinary procedure;
usually keystrokes as opposed to using the mouse.
Speed button — An image or picture displayed on a window on which the user can click to select
a particular function or software application. Also known as an icon.
Speed menu — The menu that displays when the right mouse button is pressed. This menu
normally duplicates functions that can be initiated in other ways.
Statement — A summary of a financial account showing the balance due.
Status bar — The gray bar across the bottom of an applications window which displays data and
information pertaining to the field in which a user is working.
Submenu — A menu related to and reached from a main menu.
Suboption — An option on a submenu.
Superbill — Checklist of procedures and diagnoses used to indicate the procedures that are
performed during an office visit. Once completed by the doctor, it becomes the basis for
transaction entry. Also known as a Routing slip.
System menu — A drop-down list that displays when the System menu icon is selected (the
upper left square in a window). Usually contains items such as Restore, Move, Minimize,
Maximize, Close, Switch To.
Task bar — The bar at the bottom of the screen that contains the Start button, as well as
minimized buttons of any active program. In the Medisoft program, it also contains written
hints concerning buttons and windows.
Tertiary — Of third rank, value or importance. In the Medisoft program, the patient’s tertiary
(third) insurance carrier can be an attorney, employer, or anyone else that needs a copy of
insurance claims.
Title bar — The area at the top of each window that contains the window title and System menu
icon. When appropriate, it also contains the Minimize, Maximize, and Close buttons.
Toggle — To switch between two options, such as showing hints or not showing hints.
Toolbar — The bar just below the Menu bar that usually contains speed buttons to perform
specific functions in the program.
Appendix F: Glossary
141
Transaction — Recording of both charge procedures and accounting procedures to depict
accounting activities.
Validation — A process used to detect input data in order to determine whether they are
inaccurate, incomplete or reasonable. The object (or set of functions) that actually performs
the validation of the data is called the validator.
Walkout Receipt — A receipt issued to the patient at the time of payment specifying the
procedures and related accounting codes for which he/she was treated.
Window — An area on your computer monitor screen surrounded by a box which contains
information for temporary use. Windows may be used to display information or to enter data.
They may include search information, help text, notes, etc.
Windows Operating System — A graphical user interface developed by Microsoft Corporation
wherein action is controlled by movement with a mouse or clicking on icons.
Appendix F: Glossary
142
Index
A
Abort · 138
Accelerator keys · 138
Alt + Tab · 104
Ctrl · 138
Shift · 97
Accelerator Keys
Ctrl + V · 108
Ctrl + X · 108
Activate · 138
Activities menu · 3
Activity reports
Daily Activity · 92
Summary by Provider · 92
Activity Summary
by Provider · 92
Add records
On the fly · 26
Add/Copy User Reports · 94
Address File
Type
Attorney · 27
Employer · 27
Facility · 27
Provider · 28
Address Record
Type · 27
Address records · 27
Type
Laboratory · 28
Miscellaneous · 28
Adjustment codes · 22
Adjustments
Apply to charges · 48
Aging reports
Insurance · 91
Patient · 91
Patient Remainder · 91
Patient Remainder Detail ·
91
Aging Reports · 91
Alphanumeric · 138
Analysis reports · 89
Billing/Payment Status · 89
Facility · 90
Insurance · 90
Insurance Payment
Comparison · 89
Practice · 89
Referral Source · 90
Referring Provider · 90
Unapplied Deposit · 90, 91
Navigation · 51
New · 21, 23, 24, 27, 28, 29,
30, 31, 32, 33, 34, 36, 48,
52, 53, 105
New Case · 39, 42
New Data Field · 98
New Expression · 101
New Patient · 36, 41
None · 126
Note · 47
OK · 30, 52, 60, 62, 68, 69,
70, 71, 126, 130, 131
Options · 129
Payment Detail · 51
Print Receipt · 49
Print/Send · 58, 62, 67, 70
Radio · 141
Remove Default · 37
Save · 1, 31, 32, 33, 34, 35,
41, 98, 105
Save
Payments/Adjustments ·
74
Set Default · 37
Speed · 141
Add New Data Field · 38,
40
Address List · 27, 33
Claim Management · 55
Diagnosis Code List · 31
Diagnosis List · 23
Enter Deposit/Payment ·
73
Insurance Carrier List ·
25, 33
Patient List · 41, 42
Procedure Code List · 30
Provider · 32
Provider List · 24
Quick Balance · 51
Quick Ledger · 50
Referring Provider List ·
34
Statement Management
· 64
Transaction Entry · 46, 52
Start · 50, 62, 70
Start Data Conversion · 126
Unapplied
Payment/Adjustment · 90
Applications Menu · 138
Appointment
Finding time slot · 107
Repeating · 107
Setting · 105
Audit reports
Data Audit · 93
B
Backup · 8, 138
Options · 8
BBS (Bulletin Board Service) ·
94
Billing
Cyclical · 139
Billing charge codes · 22
Billing charges · 50
Billing codes · 28
Billing Cycles · 79
Billing services · 1
Billing/Payment Status report
· 89
Bit map · 138, 141
Boolean · 138
Browser window · 140
Buttons
All · 126
Apply · 53, 73, 74
Apply Payment to Charges
· 48, 52
Browse · 131, 132
Cancel · 139
Change · 107, 108
Change Status · 59, 68
Close · 49, 53, 139
Close (Exit) · 139
Close Exit · 3
Copy Case · 39
Create · 61, 70
Create Claims · 49, 60
Create Statements · 69
Delete · 108
Edit · 23, 24, 33, 51, 57, 60,
61, 69, 70
Exit · 139
Exit · 139
Filter · 51
Find Field · 98
Find Modem · 129
List Only · 54, 58
Maximize · 3, 140
Minimize · 3, 140
C
Calculated field · 99
Cancel · 139
Capitation · 138
Capitated plan · 40
Payment · 75
Case · 138
Account · 39
Capitated plan · 40
Condition · 39
Co-Pay Amount · 40
Crossover Plan · 40
Diagnosis · 39
Medicaid · 40
Miscellaneous · 40
Multimedia · 40
New · 39
Number · 46
Opening · 39
Personal · 39
Policy 1, 2, 3 · 40
Select by transaction date ·
46
TRICARE · 40
Workers' Compensation ·
39
Case setup · 39
Case-based · 46, 138
Cash Co-payment · 22
Cash Payment · 22
Centers for Medicare and
Medicaid Services · 139
Changing claim status · 59
Changing statement status ·
68
Chart number
Automatic · 36
Chart Number · 138
Check box · 138
Check co-payment · 22
Check Payment · 22
Choose · 138
Claim management · 54
Changing claim status · 59
Creating · 56
Editing · 57
List claims that match · 58
Printing claims · 58
Reprinting claims · 58
Claim Management
Batch number · 58
Creating
Ranges · 57
EDI receiver · 57
Manager's job · 54
Marking claims
Multiple claims in same
batch · 60
Claim Rejection Messages ·
79
Clearinghouse · 138
Click · 139
CMS · 139
CMS-1500 form · 28
Codes · 4
Adjustment · 22
Alternate · 23
Billing · 28
Billing charge · 22
Cash co-payment · 22
Cash payment · 22
Check co-payment · 22
Check payment · 22
Comment · 22
Credit card co-payment · 22
Credit card payment · 22
Deductible · 22
Diagnosis · 23
Setup · 23
Format · 140
Inside lab charge · 22
Insurance payment · 22
MultiLink · 23
Outside lab charge · 22
Procedure · 21, 89
Procedure charge · 22
Product charge · 22
Tax · 22
Withhold adjustments · 22
Collection List · 78
Add Collection List Items ·
78
Collection reports
Insurance · 92, 93
Patient · 92
Color coding
Patients · 13
Transactions · 12
Combobox control · 139
Comment codes · 22
Conditional expression · 101,
139
Contact list records · 29
Control · 139
Check box · 138
Combobox · 139
Field · 139
List box · 140
Scroll box · 140
Conversion · 125
All transactions · 126
Data files affected · 126
Bringing detail from
another system · 127
Data
CONVERT.LOG · 127
EDI batches · 126
What doesn't convert ·
126
Medisoft MS-DOS to
Windows · 126
MS-DOS · 126
MS-DOS data to Windows
data · 125
No transactions · 126
Data files affected · 127
Patient balances forward ·
126
Data files affected · 126
Windows data to upgraded
Windows data · 125
Co-Pay Amount · 40
Copyrights · i
Creating claims · 56
Credit card co-payment · 22
Credit card payment · 22
Crossover claims · 40
Cursor · 139
Custom Case Designer · 40
Custom Patient Designer · 38
Custom Report List · 94
Customizing statements · 84
Cyclical billing · 139
D
Daily Activity Report · 92
Data Audit report · 93
Data conversion
MS-DOS converting to
Windows · 125
Windows converting to
upgraded Windows · 125
Data field · 97
Date format
MMDDCCYY · 139
MMDDYY · 139
Day Sheets · 89
Patient Day Sheet · 89
Payment Day Sheet · 89
Procedure Day Sheet · 89
Deductible codes · 22
Default · 139
Default choices · 9
Account alert setting · 9
Auto create tax entry · 10
Calculate disallowed
amount · 11
Calculate patient
remainder balances · 9
Define aging columns · 11
Enforce accept assignment
·9
Enter to move between
fields · 9
Force payments to be
applied · 9
Mark completed claims
Done · 11
Mark paid charges
complete · 11
Multiply units times amount
·9
Place of Service code · 10
Show hints · 9
Show shortcuts · 9
Show Windows on setup · 9
Starting date · 11
Use numeric chart
numbers · 9
Use Zip Code · 9
Default directory · 2
Deposit/payment application ·
73
Diagnosis codes · 23, 139
Setup · 23
Dialog box · 139
Directories
Default · 2
Document number · 47
Double-click · 139
Drag · 139
Drop-down menu · 139
E
EDI
Receivers · 28
Sending claims to file
HCFA11 · 60
EDI receiver · 57
EDI receiver records · 28
Edit control · 139
Electronic Claims Processing
· 84
Eligibility Verification · 24, 84
Results · 85
Setup · 84
Employer
Setup · 37
New · 37
EOB
Explanation of Benefits · 74
Report · 139
Transaction adjustment · 74
Exit · 139
Expression · 139
Conditional · 101, 139
F
Facility report · 90
Field · 139
File maintenance
Pack data · 17
Purge data · 18
Appointment fields · 18
Claims data files · 18
Closed cases · 18
Rebuild indexes · 17
Recalculate balances · 18
Filter · 140
Focus · 140
Folder · 140
Form offset · 96
Format code · 140
Format grid · 95
Function keys · 138, 140
F11 · 51
F8 · 21, 27, 29, 36, 37, 39, 46,
105, 106
F9 · 24, 39, 51, 61, 70
G
Graying · 140
Guarantor · 140
Guarantor Ledger · 50
Guarantor Quick Balance List
· 93
H
HCFA · 140
Header band · 96
Help
Where to Find it
Local Value-Added
Resellers · 119
Support options · 119
Technical Support · 119
Training Seminars · 119
Updates and changes ·
120
Help menu · 4
Highlight · 140
Hint · 140
HIPAA Compliance · 11
HMO · 75
Hotspot · 140
I
Icons · 4, 140
ID numbers · 24
Images field · 101
Indicator codes · 40
Inside lab charge · 22
Inside lab charge codes · 22
Insurance Aging report · 91
Insurance Analysis · 90
Insurance carrier records · 25
Insurance carriers
Setup · 25
Tertiary · 141
Insurance Collection report ·
92, 93
Insurance payment code · 22
Insurance Payment
Comparison · 89
K
Keys
Accelerator · 138
Ctrl + V · 108
Ctrl + X · 108
Alt · 104
Ctrl · 60, 69, 138
Delete · 108
Enter · 9
F11 · 51
F8 · 21, 27, 29, 36, 37, 39, 46
F9 · 24, 39, 51, 61, 70
Function · 138, 140
F8 · 105, 106
Shift · 97
L
List box · 140
List only
Claims that match · 58
List window · 140
Listing statements · 67
Lists menu · 3
Load saved reports · 94
M
Managed care · 75, 140
Capitation payment · 75
HMO · 75
PPO · 75
Primary care provider · 75
Marking claims
Multiple claims in same
batch · 60
Marking statements
Multiple statements in
same batch · 69
Maximize · 140
Medicaid · 40
Medisoft MS-DOS converting
to Windows · 125
Medisoft Report Designer · 95
Calculated field properties ·
99
Data field properties · 97
Data fields and
expressions · 101
Format grid · 95
Images field properties ·
101
Report properties · 96
Shape field properties · 100
Standard field properties ·
96
System Data field
properties · 100
Text field properties · 97
Toolbar · 95
Medisoft Terminal · 94
Answer · 128
Answering · 132
BBS · 94, 130
Dial options · 129
Dialing a BBS · 130
Program options · 129
Protocols · 131
Receive file · 128, 132
Receiving reports · 128
Sending files · 131
Speed buttons · 128
Transfer protocols · 131
Menu bar · 3, 138
Activities menu · 3
Edit menu
Copy · 3
Cut · 3
Delete · 3
Paste · 3
File menu
Security Setup · 3
Help menu · 4
Lists menu · 3
Reports menu · 3
Tools menu · 3
Window menu · 3
Minimize · 140
MMDDCCYY · 139
MMDDYY · 139
Modal · 140
MS-DOS · 125, 126
Conversion · 125, 126
MultiLink codes · 23
Multiple practices
Default directory · 2
N
New practice · 2
Numbers
Punctuation · 37
O
Office Hours
Accelerator keys
Alt + Tab · 104
Keys
Alt · 104
Tab · 104
Main window · 104
Open Item Accounting · 93,
127
Operations menu · 140
Outside lab charge · 22
P
Pack data · 17
Patient
Setup
Guarantor · 36
Head of household · 36
New · 36
Patient Aging report · 91
Patient Collection report · 92
Patient Day Sheets · 89
Patient Ledger · 50
Patient Ledger Report · 46, 93
Patient records · 36
Patient Remainder Aging
Detail report · 91
Patient Remainder Aging
report · 91
Patient treatment plans · 49
Payment Day Sheets · 89
Payments
Apply to charges · 48
Pending changes · 120
Pixel · 138, 141
PPO · 75
Practice
Setup
Address records · 27
Billing codes · 28
Cases · 39
Contact list records · 29
Diagnosis codes · 23
EDI receiver records · 28
Insurance carrier
records · 25
MultiLink codes · 23
Multiple practices · 2
New · 2
Patient records · 36
Procedure codes · 21
Procedure Codes · 21
Provider records · 24
Referring provider
records · 28
Security · 16
Type · 2
Practice Analysis · 89
Summarizes activity · 89
Primary care provider · 75
Printing claims · 58
Printing statements · 67
Prior authorization · 40
Procedure charge code · 22
Procedure codes · 21, 89, 141
Procedure Day Sheets · 89
Product charge · 22
Production by Insurance
report · 91
Production by Procedure
report · 91
Production by Provider report
· 91
Production reports
Production by Insurance ·
91
Production by Procedure ·
91
Production by Provider · 91
Program options · 109
Aging reports · 11
Backup options · 8
Color coding · 12, 13
Data entry · 9
Default choices · 9
HIPAA · 11
Program Options
Appointment display · 110,
111
Default choices
Account alert setting · 9
Auto create tax entry · 10
Calculate disallowed
amount · 11
Calculate patient
remainder balances ·
9
Define aging columns ·
11
Enforce accept
assignment · 9
Force payments to be
applied · 9
Mark completed claims
Done · 11
Mark paid charges
complete · 11
Multiply units times
amount · 9
Place of Service code ·
10
Show hints · 9
Show shortcuts · 9
Show Windows on setup
·9
Starting date · 11
Use Enter to move
between fields · 9
Use numeric chart
numbers · 9
Use Zip Code · 9
Views
Day · 110
Protocols · 131
Provider · 141
ID numbers · 24
Number · 24
Records · 24
Punctuation
Numbers · 37
Purge data · 18
Appointment fields · 18
Claims data files · 18
Closed cases · 18
Q
Quick Balance · 51
Quick Ledger · 50
Changing responsibility · 51
Guarantor Ledger · 50
No additions · 51
Patient Ledger · 50
Payment detail · 51
R
Radio button · 141
Ranges
Chart Number · 57
Date · 57
Rebuild indexes · 17
Recalculate balances · 18
Referral Source report · 90
Referring provider records ·
28
Referring Provider report · 90
Report Designer · 95
Bands · 96
Header band · 96
Create a report
Format · 103
Place fields · 103
Expressions
Conditional · 101
Font selection · 97
Menu bar · 95
Edit menu · 95
File menu · 95
Help menu · 95
Insert menu · 95
Window menu · 95
Report properties
Adjust band height · 96
Form offset · 96
Paper settings · 96
Set data filters · 96
Set size and margins · 96
Title · 96
Speed button
Exit · 95
Find · 95
Find again · 95
Hints · 95
New · 95
Open · 95
Preview · 95
Print · 95
Save · 95
Standard field properties
Alignment · 96
Background color · 97
Font · 97
Handles · 97
Matching alignment and
size · 96
Multiple fields · 97
Other · 97
Position · 96
Size · 96
Transparent background
· 97
Styles · 95
Insurance form · 95
Label · 95
Ledger · 95
List · 95
Statement · 95
Walkout Receipt · 95
Toolbar
Exit · 95
Find · 95
Find Again · 95
Hints · 95
New · 95
Open · 95
Preview · 95
Print · 95
Save · 95
Report printing
Insurance claims
Claim not centered · 58
Patient Remainder
Statements · 71
Report styles
Insurance form · 95
Label · 95
Ledger · 95
List · 95
Statement · 95
Walkout Receipt · 95
Reports · 89, 111
Activity
Daily Activity · 92
Summary by Provider ·
92
Activity Summary by
Provider · 92
Add/Copy User Reports ·
94
Aging
Insurance · 91
Patient · 91
Patient Remainder · 91
Patient Remainder
Detail · 91
Analysis
Billing/Payment Status ·
89
Facility · 90
Insurance · 90
Insurance Payment
Comparison · 89
Practice · 89
Referral Source · 90
Referring Provider · 90
Unapplied Deposit · 90,
91
Unapplied
Payment/Adjustment ·
90
Appointment List · 111
Appointment Status · 112
Audit · 93
Data Audit · 93
Billing/Payment Status · 89
Collection
Insurance · 92, 93
Patient · 92
Custom List · 94
Daily Activity report · 92
Data Audit · 93
Day Sheets · 89
Facility · 90
Guarantor Quick Balance
List · 93
Insurance Aging · 91
Insurance Analysis · 90
Insurance Collection · 92,
93
Insurance Payment
Comparison · 89
Load saved · 94
Patient Aging · 91
Transaction age · 91
Patient Collection · 92
Patient Day Sheets · 89
Patient Ledger · 93
Account status · 93
Procedure · 93
Patient Remainder Aging ·
91
Patient Remainder Aging
Detail · 91
Payment Day Sheets · 89
Practice analysis · 89
Practice Analysis
Summarizes activity · 89
Procedure Day Sheets · 89
Production
by Insurance · 91
by Procedure · 91
by Provider · 91
Production by Insurance ·
91
Production by Procedure ·
91
Production by Provider · 91
Receive/Send thru
Medisoft Terminal · 94
Referral Source · 90
Referring Provider · 90
Title pages · 89
Unapplied Deposit · 90, 91
Unapplied
Payment/Adjustment · 90
Reports menu · 3
Reprinting claims · 58
Reprinting statements · 67
Revenue Features · 79
Right-click · 141
S
Scroll box · 140
Security setup · 3, 16
Select · 141
Select case by transaction
date · 46
Service classifications · 31
Setting up
Breaks · 107
Repeating · 108
Patient records · 105
Provider records · 104
Repeating breaks · 108
Resource records · 105
Security · 111
Shapes field · 100
Shortcut · 141
Small Balance Write-off · 79
Speed button · 4, 95
Claim Management · 55
Diagnosis List · 23
Insurance Carrier List · 25
Provider List · 24
Quick Balance · 51
Quick Ledger · 50
Statement Management ·
64
Transaction Entry · 46
Speed menu · 141
Statement management · 64
Changing status · 68
Creating · 66
Editing · 66
Listing · 67
Marking statements
Multiple statements in
same batch · 69
Printing · 67
Reprinting · 67
Statement Management
Batch number · 67
Converting Statements · 67
Statement Processing · 84
Statements · 141
Status bar · 141
Submenu · 141
Suboption · 141
Superbills · 141
Support options
Medisoft web site · 119
Online help · 119
System Data field · 100
System menu · 141
T
Task bar · 141
Tax charge · 22
Tax charges · 31
Terminal
Medisoft
Answer · 128, 132
BBS · 130
Dial options · 129
Program options · 129
Protocols · 131
Receive file · 128, 132
Receiving reports · 128
Send file · 131
Speed buttons · 128, 130
Transfer protocols · 131
Terminology
Abort · 138
Accelerator key · 138
Ctrl · 138
Activate · 138
Alphanumeric · 138
Applications menu · 138
Backup · 138
Bit map · 138
Boolean · 138
Capitation · 138
Case · 138
Case-based · 138
Chart Number · 138
Check box · 138
Choose · 138
Clearinghouse · 138
Click · 139
Close · 139
Close button · 139
Combobox control · 139
Conditional expression ·
139
Control · 139
Cursor · 139
Cyclical billing · 139
Date format · 139
Default · 139
Diagnosis codes · 139
Dialog box · 139
Double-click · 139
Drag · 139
Drop-down menu · 139
Main Menu · 139
Edit control · 139
EOB report · 139
Exit · 139
Expression · 139
Field · 139
Filter · 140
Focus · 140
Folder · 140
Format code · 140
Function keys · 140
Graying · 140
Guarantor · 140
HCFA · 140
Highlight · 140
Hint · 140
Hotspot · 140
Icon · 140
List box · 140
List window · 140
Browser · 140
Managed care · 140
Maximize · 140
Minimize · 140
Modal · 140
Operations menu · 140
Pixel · 141
Procedure code · 141
Provider · 141
Radio button · 141
Right-click · 141
Select · 141
Shortcut · 141
Speed button · 141
Speed menu · 141
Statement · 141
Status bar · 141
Submenu · 141
Suboption · 141
Superbill · 141
System menu · 141
Task bar · 141
Tertiary · 141
Title bar · 141
Toggle · 141
Toolbar · 141
Transaction · 142
Validation · 142
Walkout Receipt · 142
Window · 142
Tertiary
Insurance carrier · 141
Text field · 97
Title bar · 3, 141
Title pages · 89
Toggle · 141
Toolbar · 4, 141
Tools menu · 3
Tooltip · 140
Training seminars · 119
Transaction · 91, 142
Transaction entry
Adjustment
Apply to charges · 48
Case-based · 46
Document number · 47
Documentation · 47
New
Apply payment or
adjustment · 48
Charge transaction · 48
Entering transactions ·
46
Payment or adjustment
transaction · 48
Patient Ledger · 46
Patient notes · 24
Provider number · 24
Payment
Apply to charges · 48
Select case by date · 46
Transfer protocols · 131
TRICARE · 40
U
W
Unapplied Deposit report · 90,
91
Unapplied
Payment/Adjustment report
· 90
UPIN · 28
Walkout Receipt · 49, 142
Window · 142
Window menu · 3
Windows converting to
upgraded Windows · 125
Withhold adjustments · 22
Work Administrator · 116
Assignment List · 116
Filters · 116
Rules · 118
Tasks · 117
Workers' Compensation · 39
V
Validation · 142
Validator · 142
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