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Computers in the Medical Office. Chapter 3: Introduction to Medisoft. Medisoft Functions. Schedule appointments Enter patient information Enter transactions Record payments and adjustments Print walkout statements. Medisoft Functions. Submit insurance claims Create patient statements

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Computers in the Medical Office


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computers in the medical office

Computers inthe Medical Office

Chapter 3:

Introduction to Medisoft

medisoft functions
Medisoft Functions
  • Schedule appointments
  • Enter patient information
  • Enter transactions
  • Record payments and adjustments
  • Print walkout statements
medisoft functions3
Medisoft Functions
  • Submit insurance claims
  • Create patient statements
  • Print reports
  • Monitor overdue accounts
  • Create collection letters
medisoft overview
Medisoft Overview
  • Medisoft organizes information into six major databases:
    • Providers
    • Patients
    • Insurance Carriers
    • Diagnosis Codes
    • Procedure Codes
    • Transactions
the medisoft menus
The Medisoft Menus
  • EditMenu
  • Activities Menu
  • FileMenu
the medisoft menus6
The Medisoft Menus
  • Reports Menu
  • Tools Menu
  • ListsMenu
the medisoft menus7
The Medisoft Menus
  • ServicesMenu
  • HelpMenu
  • WindowMenu
dates
Dates
  • Medisoft is a date-sensitive program!!
  • The Medisoft Program Datemust be changedto match the dateof a transaction

Medisoft Program Date

using medisoft help
Using Medisoft Help
  • Hints are displayed as cursor moves over fields
  • A Help menu feature is built-in to the program
  • Help is available online via the Medisoft website, www.medisoft.com
exiting medisoft and creating a backup file
Exiting Medisoft andCreating a Backup File
  • Click File > Exit
  • Click Back Up Data Now button
  • Enter destination path and file name
  • Click Start Backup button
backup data
Backup Data
  • The Backup Data utility is used to create a copy of the current database that can be used if the database file is damaged
backup data13
Backup Data
  • When the Backup Dataoption on the file menuis selected, the Backupdialog box is displayed
backup data14
Backup Data
  • A default entry is listed in the Destination File Path and Name field. The entry can be changed to a different name and path by highlighting the current entry and entering the new information.
backup data15
Backup Data
  • Click the Start Backup button to begin the process of backing up the database files
backup data16
Backup Data
  • When the process is complete, a message is displayed
restoring the backup file
Restoring the Backup File
  • Start Medisoft
  • Insert the media that contains the backup file in the appropriate drive
  • Click File > Restore Data
  • Confirm the Backup File Path and Name entry
  • Click Start Restore button
restore data
Restore Data
  • The Restore Data utility is used to overwrite the current database with the data in a backup file
restore data19
Restore Data
  • When the Restore Data option on the File menu is selected, a warning message appears
restore data20
Restore Data
  • When the OK button in the Warning box is clicked, the Restore dialog box is displayed
restore data21
Restore Data
  • A default entry is listed in the Backup File Path and Name field. The entry can be changed to a different name and path by highlighting the current entry and entering the new information.
restore data22
Restore Data
  • Click the Start Restore button to begin the process of restoring the database files
restore data23
Restore Data
  • When the Start Restore button is clicked, a confirmation message appears
  • Clicking the OK button starts the process of restoring the data
restore data24
Restore Data
  • When the process is complete, a message is displayed
file maintenance utilities
File Maintenance Utilities
  • Medisoft includes four utilities for maintaining the database:
    • Rebuild indexes
    • Pack data
    • Purge data
    • Recalculate balances
file maintenance utilities26
File Maintenance Utilities
  • When File Maintenance is selected on the File menu, the File Maintenance dialog box is displayed
file maintenance utilities27
File Maintenance Utilities
  • The Rebuild Indexes utility checks and verifies data and corrects any internal problems that may exist
file maintenance utilities28
File Maintenance Utilities
  • The Pack Data utility deletes data that has been marked for deletion in the program. This process is similar to emptying the Recycle Bin in Windows.
file maintenance utilities29
File Maintenance Utilities
  • The Purge Data utility removes data that has been marked for deletion in the program, but does not delete it from the program
file maintenance utilities30
File Maintenance Utilities
  • The Recalculate Balances utility updates balances in patient accounts