1 / 27

Introduction to Medisoft

3. Introduction to Medisoft. 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.

yeva
Download Presentation

Introduction to Medisoft

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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

  17. 3-16 3.7 Creating and Restoring Backup Files • Backup data is an extra copy of data made at a specific time • To create a backup file: • Click File > Backup Data • Click OK in response to the Backup Warning message • Confirm the backup file’s destination path and file Click the Start Backup button • When the Backup Complete box appears, click OK • Close the Medisoft Backup dialog box

  18. 3-17 3.7 Creating and RestoringBackup Files (Continued) • Backup data can be used in the event the database file is damaged Backup dialog box Shows where the data will be stored

  19. 3-18 3.7 Creating and RestoringBackup Files (Continued) • The process of retrieving data from backup storage devices is referred to as restoring data • To restore data in Medisoft: • Start Medisoft • Insert the media that contains the backup file in the appropriate drive • Click File > Restore Data • When the Warning box appears, click OK • Confirm the path and file name of the backup file to be restored • Click the Start Restore button

  20. 3-19 3.7 Creating and RestoringBackup Files (Continued) • When the Confirm box appears, click OK • When the Restore Complete message appears, click OK • Close the Restore dialog box

  21. 3-20 3.7 Creating and RestoringBackup Files (Continued) • Restore data to load previously saved files and overwrite the current database Restore dialog box Verify the data file Is correct here

  22. 3-21 3.8 Medisoft’s File Maintenance Utilities • Medisoft includes four utilities for maintaining the database: • Rebuild Indexes • Pack Data • Purge Data • Recalculate Balances

  23. 3-22 3.8 Medisoft’s File MaintenanceUtilities (Continued) • The Rebuild Indexes utility checks and verifies data and corrects any internal problems that may exist

  24. 3-23 3.8 Medisoft’s File MaintenanceUtilities (Continued) • 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.

  25. 3-24 3.8 Medisoft’s File MaintenanceUtilities (Continued) • The Purge Data utility removes data that has been marked for deletion in the program, but does not delete it from the program

  26. 3-25 3.8 Medisoft’s File MaintenanceUtilities (Continued) • The Recalculate Balances utility updates balances in patient accounts

  27. 3-26 3.9 Using Medisoft Security Features to Ensure HIPAA and HITECH Compliance • Access rights determine what a user can access, view, enter, and edit • Medisoft requires users to input a Login Name and a Password • The Auto Log Off feature automatically logs the user off Medisoft due to inactivity

More Related