Medisoft User Guide - AZCOMP Technologies
Title pageMedisoft 23Users GuideDecember 2018
Copyright noticeCopyright noticeCopyright 2018 Richmond eMDs, Inc. All Rights Reserved.Use of this documentation and related software is governed by a license agreement. Thisdocumentation and related software contain confidential, proprietary, and trade secretinformation of Richmond eMDs, Inc., and is protected under United States andinternational copyright and other intellectual property laws. Use, disclosure, reproduction,modification, distribution, or storage in a retrieval system in any form or by any means isprohibited without the prior express written permission of Richmond eMDs, Inc. Thisdocumentation and related software is subject to change without notice.Publication dateDecember 2018ProductMedisoft Corporate addresseMDs10901 Stonelake Blvd. Austin, TX 78759512-257-5200Medisoft 23iiDecember 2018
Table of ContentsTable of ContentsPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixWhere to Find Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Independent Value-Added Resellers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Medisoft Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ixixixixixChapter 1 - Navigating in Medisoft. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Toolbars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Title Bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Shortcut Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3File Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Edit Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Activities Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Lists Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Reports Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Tools Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Window Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Help Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Keystrokes and Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Common Keystrokes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Keystrokes - List screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Keystrokes - Transaction Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Keystrokes - Eligibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Chapter 2 - Medisoft at a Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Setting up Your Practice Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Entering Transactions and Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Generating Claims and Statements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Chapter 3 - Creating a Practice and Setup Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Creating a Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Creating the Practice Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Opening a Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Setup Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Creating Rules Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .If you are a solo provider (file claims as an individual) . . . . . . . . . . . . . . . . . . . . .If you are a group (file claims as a group). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Setting Program Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2323252526273033Chapter 4 - Security Setup Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Creating Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Medisoft 23December 2018iii
Table of ContentsLogin/Password Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Setting Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Chapter 5 - Entering Practice Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Entering Basic Practice Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Entering a Practice IDs Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Entering Practice Information for a Billing Service. . . . . . . . . . . . . . . . . . . . . . . . . . . .Billing Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BillFlash Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .EDI Receiver Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .393941414243Chapter 6 - Setting up Providers and Provider Classes . . . . . . . . . . . . . . . . . . . . . . . . . . 45Entering Provider Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Entering Provider IDs Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Chapter 7 - Referring Provider Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Entering Referring Provider Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Entering Referring Provider Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Chapter 8 - Insurance Classes and Insurance Carriers . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Insurance Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Insurance Carriers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Setting ICD Version Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Chapter 9 - Facility Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Setup Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Entering Facility Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Entering Facility IDs Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Chapter 10 - Attorney, Employer, or Other Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Chapter 11 - Procedure, Payment, Adjustment, and Diagnosis Codes . . . . . . . . . . . . . . 67Procedure, Payment, and Adjustment Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Amounts Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Allowed Amounts Tab (Advanced and Medisoft Network Professional) . . . . . . . .MultiLink Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .CPT Code Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .New CPT Code Search screen (single code search) . . . . . . . . . . . . . . . . . . . . . .New CPT Code Search screen (multiple code search). . . . . . . . . . . . . . . . . . . . .Diagnosis Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Create ICD-10 Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67686869707273747678Chapter 12 - Billing Code List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Chapter 13 - Contact List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Chapter 14 - Patients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Chart Number Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Entering Patient Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Medisoft 23ivDecember 2018
Table of ContentsChapter 15 - Cases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Creating a Case. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Copying a Case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Customizing the Case screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89919393Chapter 16 - Entering Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101Unprocessed Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104Chapter 17 - Quick Ledger and Quick Balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105Quick Ledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105Quick Balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107Chapter 18 - Creating Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Claim Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .The Claim Manager’s Job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Creating Claims. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Editing Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Printing Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Troubleshooting Insurance Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Claim Form Not Centered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Reprinting Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Changing Claim Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109109110111112115115116116Chapter 19 - Creating Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119Statement Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Creating Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Editing Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Printing Statements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Reprinting Statements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Changing Statement Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Billing Cycles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Troubleshooting Statement Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119119121121124124125126Chapter 20 - Applying Deposits/Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129Entering a Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Applying a Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .EOB Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Managed Care . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Capitation Payment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ePayments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .129131132133133133Chapter 21 - AR Tracker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135Chapter 22 - Managing Small Balance Write-Offs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145Small Balance Write-off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145Chapter 23 - Using Electronic Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Electronic Claims Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Statement Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Medisoft 23December 2018v
Table of ContentsEligibility Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Eligibility Verification Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Eligibility Verification Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148Chapter 24 - Scheduling Appointments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151Office Hours Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Starting the Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .From the Windows Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .From Within Medisoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Office Hours Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Using Office Hours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Entering a New Appointment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Find Open Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Go To Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Wait List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Editing an Appointment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Changing a Telephone Number or Cell Phone . . . . . . . . . . . . . . . . . . . . . . . . . .Changing Other Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Viewing Scheduled Appointments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Viewing Future Appointments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Using the Future Appointment List screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Using the Edit Appointment screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Rescheduling an Appointment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Moving/Deleting an Appointment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Moving an Appointment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Deleting an Appointment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Recalling Patients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Setting Program Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Options tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Multi Views tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Appointment Display tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57158159159160160161161162164Chapter 25 - Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165Reports Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Report Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Viewing a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Printing a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Exporting a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Searching for a Specific Detail in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Available Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Day Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Analysis Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Aging Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Production Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Activity Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Collection Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Audit Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .165165165165166166166166168171171172172173Chapter 26 - Program Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175General Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175Data Entry Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176Medisoft 23viDecember 2018
Table of ContentsPayment Application Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Aging Reports Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .HIPAA Tab/ICD 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Color-Coding Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Patients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Billing Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Billing Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Audit Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BillFlash Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176178179179180180180181181182183Chapter 27 - Backup and Restore Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185Backing Up Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Restoring Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Making a Hot Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Restoring Your Hot Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .185186187188Chapter 28 - Configuring a Mobile Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191Medisoft Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201Medisoft 23December 2018vii
Table of ContentsMedisoft 23viiiDecember 2018
PrefaceWhere to Find HelpOnline HelpAccess the online Help screens to find detailed information on each feature in Medisoft. OnlineHelp is available in two different ways: Context-Sensitive Help: For help in a particular part of Medisoft, click the area for which youneed help and press F1. The help topic for that area will appear. Main Help File: To access the main help file, click the Help menu and click Medisoft Help. Themain help file will appear, displaying the Contents tab. Use the Contents tab to viewcategorized topics for Medisoft. Use the Index and Search tabs to find out additional or specificinformation about Medisoft.TrainingThere are various training options available. Please contact your local Value-Added Reseller forinformation concerning these options.Independent Value-Added ResellersThere are Value-Added Resellers in your area who are knowledgeable and efficient in selling,installing, troubleshooting, and supporting your Medisoft program. Search the Medisoft website atwww.medisoft.com for a reseller in your area.Medisoft VersionsMedisoft comes in three versions:ProductFeaturesBasicOffers basic features for processing patient visits, claims, payments,and reporting.AdvancedOffers all that Basic does but provides greater reporting power, theability to process secondary claims, as well as sending patientstatements and collections processing.Medisoft 23December 2018ix
Medisoft VersionsPrefaceProductFeaturesNetwork ProfessionalOffers all the features of Basic and Advanced, but enables you tointegrate with an Electronic Health Records (EHR) system.In addition, with this version only, you can use a mobile device suchas an iPad, Android tablet, or iPhone to connect to your practicedata.Medisoft 23xDecember 2018
Chapter 1 - Navigating in MedisoftIn this chapter, you will learn about the basics of navigating in Medisoft, using the menus andkeyboard shortcuts.ToolbarsThere are four toolbars that you use to help you navigate in Medisoft.Title BarThe top bar on the screen is the Title bar and it displays the name of the active program andcontains Minimize, Maximize, and Close buttons on the right side.Figure 1. Title BarMenu BarJust below the Title bar is the Menu bar, which shows categories of activities available in Medisoft.Click one of the headings, such as File, Edit, Activities, Lists, Reports, Tools, screen, and Help, toopen a submenu with a list of all the options available in that category. For more information oneach drop-down menu, see “Menus” on page 3.Figure 2. Menu BarToolbarBelow the menu bar is the toolbar with an assortment of speed buttons (or icons) that are shortcutsto accessing options in Medisoft.Figure 3. ToolbarMedisoft 23December 20181
Customizing the ToolbarChapter 1 - Navigating in MedisoftSelect the option you want by clicking the appropriate button. To see the function of the toolbarbutton, hover the mouse cursor over it. The value will appear.Figure 4. Medisoft toolbar with icon highlightedCustomizing the ToolbarYou can customize the toolbar to fit your needs. You can change the order of the buttons in thetoolbar or remove them so they do not appear. You can create a new toolbar with only the buttonsor file names that you want. In addition, you can move the toolbar to the top, bottom, or either sideof the screen or return it to its original position and layout.To customize the toolbar:1. Right-click an open space on the toolbar and click Customize. The Customize screenappears.Figure 5. Customize screen2. Use the options on the tabs to make your choices.3. Click the Close button when you are done.Medisoft 232December 2018
Chapter 1 - Navigating in MedisoftShortcut BarShortcut BarFigure 6. Shortcut BarAt the bottom of the screen, above the Status bar, is a shortcut bar that describes the availableshortcut function keys available in the active screen. This bar may also be referred to as the“function help bar.”MenusThere are eight drop-down menus from the menubar that have options that allow you to work inMedisoft.Medisoft 23December 20183
File MenuChapter 1 - Navigating in MedisoftFile MenuFigure 7. File menuThe File menu contains options for managing your practice files.Edit MenuFigure 8. Edit menuThe functions of the Edit menu are Cut, Copy, Paste, and Delete.Medisoft 234December 2018
Chapter 1 - Navigating in MedisoftActivities MenuActivities MenuFigure 9. Activities menuYou will use the options on this menu for much of your daily routine. Here is where you entertransactions and payments, create claims, view balances, and open Office Hours.Medisoft 23December 20185
Lists MenuChapter 1 - Navigating in MedisoftLists MenuFigure 10. Lists menuThis menu provides access to the various list screens available in Medisoft. Here is where you willset up your patients, providers, insurance companies, diagnosis codes, and other basic data youwill need to file claims and send statements to patients.Medisoft 236December 2018
Chapter 1 - Navigating in MedisoftReports MenuReports MenuFigure 11. Reports menuReports within Medisoft are accessible through the Reports menu. A wide variety of reports enableto you to track your practice and see the state of your practice at any time.Medisoft 23December 20187
Tools MenuChapter 1 - Navigating in MedisoftTools MenuFigure 12. Tools menuThe options available in this menu help you access peripheral programs and information to helpyou manage your practice.Window MenuFigure 13. Window menuThis menu contains options that control the display of screens in Medisoft.Medisoft 238December 2018
Chapter 1 - Navigating in MedisoftHelp MenuHelp MenuFigure 14. Help menuThe Help menu contains access to information on how to use Medisoft, as well as how to register.Keystrokes and ShortcutsSpecial keyboard shortcuts reduce the number of times you have to click the mouse or press keysto accomplish a task.Medisoft 23December 20189
Common KeystrokesChapter 1 - Navigating in MedisoftCommon CTRL SCTRL XCTRL CCTRL VALT DOWN ARROWActionOpens Help files in most screens.Closes or cancels the current function or screen.Saves wh
Context-Sensitive Help: For help in a particular part of Medisoft, click the area for which you need help and press F1. The help topic for that area will appear. Main Help File: To access the main help file, click the Help menu and click Medisoft Help. The main help file will appear, displaying the Contents tab. Use the Contents tab to view
Medisoft Desktop Chapter 1 - Enhancements Medisoft Desktop After Upgrading from Releases prior to Medisoft 19 Medisoft 19 was the ICD-10 Ready release of Medisoft. Prior to using Medisoft 20, review the Release Notes for Medisoft 19, as they have all of the features that were added to make Medisoft ICD-10 ready.
What's New in Medisoft 15 SP2 124 What's New in Medisoft 15 SP1 130 APPENDIX C 137 Converting Data 137 Converting from Windows Version 5.5x or Higher to Medisoft 15 137 Converting from Windows Version 5.4x or Lower to Medisoft Version 15 137 Multiple Practice Conversion Process 137 Medisoft MS-DOS Users Converting to Windows 137
Medisoft Reports Professional is an add-on product for Medisoft Advanced and Medisoft Network Professional, purchased separately. It provides many additional reports not found in Medisoft Advanced or Network Professional. In addition, it offers report creation tools for more detailed analysis of your practice.
expanded, more detailed coding and billing. Medisoft provides the ability to store and use ICD-10 codes on new claims for your practice. In Medisoft Client, print the Diagnosis Code grid as a reference for your existing diagnosis codes. When Medisoft 22 is installed, all values in t he Code 1 field will be copied to the ICD-9 field
1. Before starting the Service Pack 2 update, we recommend you backup your Medisoft data. 2. Download service pack update files 3. Un-install your current version of Medisoft and Office Hours Professional (if installed). 4. Install Medisoft 5. Install Office Hours Professional (if purchased) 6. Open Medisoft as usual. Update completed. 7.
Medisoft Patient Accounting v17: Link To Medisoft Patient Accounting Install File Advantage Database Install: Advantage Install (Note - download ONLY if you have Network Professional)
McGraw-Hill and McKesson do not recommend Medisoft be run on a Microsoft Home version operating system. If any issues occur with installing Medisoft using a Home version, students may contact McGraw-Hill
AAT Advanced Diploma in Accounting Synoptic Assessment – SAMS – Assessment book 2 Notes for students and training providers This is a sample assessment and mark scheme which is reflective of the question types, depth of content coverage, the level of demand, duration and mark allocation of tasks that will be in the live assessment It is not designed to be used on its own to determine .
