Introduction to Medisoft

1. 3 Introductionto Medisoft

2. 3-2 Learning Outcomes When you finish this chapter, you will be able to: 3.1 List the six databases Medisoft uses to store information. 3.2 List the menus in Medisoft. 3.3 Explain the function of the Medisoft toolbar. 3.4 Explain how to enter, edit, save, and delete data in Medisoft. 3.5 Describe how to change the Program Date in Medisoft. 3.6 Discuss three types of help available in Medisoft.

3. 3-3 Learning Outcomes (Continued) When you finish this chapter, you will be able to: 3.7 Explain how to create and restore backup files in Medisoft. 3.8 Describe the functions of the file maintenance utilities in Medisoft. 3.9 Describe the Medisoft security features used to ensure compliance with HIPAA and HITECH regulations.

4. 3-4 Key Terms • MMDDCCYY format • packing data • purging data • rebuilding indexes • recalculating balances • restoring data • Access rights • Auto Log Off • backup data • database • knowledge base • Medisoft Program Date

5. 3-5 3.1 The Medisoft Databases • Medisoft is a Practice Management Program • A database is a collection of related pieces of information • Medisoft stores six major types of data: • Provider data • Patient data • Insurance carriers • Diagnosis codes • Procedure codes • Transactions

6. 3-6 3.2 The Medisoft Menus • Medisoft actions are found in menus: File Menu Edit Menu Activities Menu

7. 3-7 3.2 The Medisoft Menus (Continued) • Medisoft actions are found in menus: Lists Menu Reports Menu Tools Menu

8. 3-8 3.2 The Medisoft Menus (Continued) • Medisoft actions are found in menus: Windows Menu Help Menu

9. 3-9 3.3 The Medisoft Toolbar • The toolbar contains a series of buttons with icons, used as shortcuts to select actions

10. Log on to Computer! • Login using SID and password • Start Medisoft • Either blue circle icon or • Start – Programs – Medisoft – Medisoft Advanced Patient Accounting • In the Find Medisoft Database dialogue box, type C:\Medidata

11. 3-10 3.4 Entering, Editing, Saving, andDeleting Data in Medisoft • Medisoft offers the following capabilities for data management: • Entering Data • Editing Data • Saving Data • Deleting Data

12. 3-11 3.4 Entering, Editing, Saving, andDeleting Data in Medisoft (Continued) • Entering Data • All data entered through the menu bar or toolbar • Selecting an option opens a dialog box • Tab key moves between boxes within a dialog box • Data entered through keying or by selecting an item, such as from a drop-down list • Editing Data • Follow steps used to enter data to edit it • Newly entered data will overwrite old data

13. 3-12 3.4 Entering, Editing, Saving, andDeleting Data in Medisoft (Continued) • Saving Data • Click the Save button that appears in most dialog boxes • Select a location to save the data • Deleting Data • Click the Delete button offered in some dialog boxes • If there is no Delete button, select the information and click the Delete key on the keyboard or right-click the mouse and select the Delete option from the shortcut menu

14. 3-13 3.5 Changing the Medisoft Program Date • The Medisoft Program Date is the date the program uses to record when a transaction occurred • In most Medisoft dialog boxes, dates must be entered in the MMDDCCYY format • MM = month • DD = day • CC = century • YY = year

15. 3-14 3.5 Changing the MedisoftProgram Date (Continued) • The Medisoft program date must be correctly set by the user Pop-up Calendar Calendar month pop-up list Calendar year Pop-up list

16. 3-15 3.6 Using Medisoft Help • Medisoft offers three types of help: • Hints displayed as the cursor moves over certain fields • Built-in help feature • The Medisoft corporate website at: http://www.Medisoft.com • Offers a searchable knowledge base, a collection of up-to-date technical information about Medisoft products