Update Diagnosis Categories . . . Ins to Add Enter to Change Del to Delete /'cat_list' Update City List . . . Ins to Enter Enter to Change Del to Delete You will be prompted for a "Display Order" number: this is the position the entry will occupy in the table. Frequently used options should be placed near the top of the table. 0'city_lst' Update Claim or Account Type . . . Ins to Add Enter to Change Del to Delete You will be prompted for "Display Order Number": this is the position the entry will occupy in the table. Frequently used options should be placed near the top of the table. 0'clm_list' Update CPT Code Categories . . . Ins to Add Enter to Change Del to Delete 0'cpt_cat' Update Doctor List . . . Ins to Enter Enter to Change Del to Delete You will be prompted for a "Display Order" number: this is the position the Doctor name will occupy in the table. Be sure the first two characters of the Doctor's name are unique. Reports that sort by doctor name, only look at the first two characters. So if you have Dr. Mary Smith and Dr. John Smith in the practice, acceptable designations would include: "MSMTH" & "JSMTH", "1SMTH" & "2SMTH", "MARY" & "JOHN", etc. 1'dr_hlp' This table and accompanying form are for maintaining the Claim Types specified in Field 1 of the HCFA 1500 Insurance Form. These Claim Types should remain as is, in order for the insurance billing part of the program to work properly. Do NOT modify these entries. You may, however, want to change their order in the table. It is convenient to have the more frequently used HCFA types near the top of the table. 1'hcfa_lst' Update CPT Codes, Descriptions, Charges . . . Ins to Add Enter to Change Del to Delete This is the all important table that holds the codes, descriptions, and fees for the services provided by your practice. These values in turn will be entered in your Encounter and Insurance forms. Be sure this table is kept current! 1'list_cod' Update Diagnosis Codes . . . Ins to Add Enter to Change Del to Delete When Adding or Changing, you will first select a diagnostic category. You may want to place frequently used diagnoses into two categories: a "commonly used" category (e.g. ) at the top of the table as well as the appropriate subject category (e.g. CARDIO, RESP, NEURO, etc). 1'list_dx' This form is for entry of common printer control codes. This will allow you to send control codes to the selected printer from the printer menu. Note there are 3 user defined options. Here you may want to enter codes for specific fonts, a combination of control sequences, etc. To enter a control sequence, use the decimal codes. If for a particular printer the control sequence for bold printing is ESC E, you would enter 27 69 (ESC = Ascii 27, E = Ascii 69). Refer to the LEHIPEDS manual for more details, and to the printer manual for a listing of control codes. /'pcodehlp' Highlight the desired item number and press to select. Printer must be selected first, before other items are active. calls a form to enter titles for menu items 6, 7, & 8. indicates whether or not you are using a Laser printer. 8'pmenhlp' This table has entries for Insurance Plan, Provider No, and Individual vs Group. An individual may have several different provider ID Nos. Many insurance carriers require you to use a specific provider designation for their plan. The user can select from this table, the appropriate provider number to be entered in field 33 of the HCFA 1500 Form. Another use for this table concerns group practices. Some insurance carriers require groups to show the specific doctor within the group who actually performed the service. His or her individual ID No gets entered into field 24K of the HCFA 1500 Form. To store this information in the table, a designation identifying the doctor rather than the insurance plan is entered. 6'pronohlp' Enter password to get to the User Configuration Form. This form will allow entry of your name, address, ID Nos, and related information which will be printed on statements, insurance forms, etc. This password is available in your software package; the manual describes where to find it. You may want to limit who has access to the password. The "user configuration password" is not to be confused with the registration password. The latter password is only available to registered users. 1'reg0' Registered User Name . . . Enter the name of the registered user. This may be the name of an individual or a practice. You may enter up to 29 characters which are case specific. This is the title of the practice which will appear on your statements and insurance forms. Examples follow: John F. Black, M.D., F.A.A.P. (29 characters) LAKEVIEW PEDIATRIC ASSOCIATES (29 characters) NORMA THOMAS, D.O., P.A. (24 characters) 5'reg1' Address for Insurance Form . . . The address box (Field 33) in the HCFA 1500 Insurance Claim Form has 4 lines. The first line will contain your individual or practice name which you just entered in the previous field. The last line will contain your provider number. The 2 lines in the middle will contain your address, zip, and phone number. Each line contains 29 characters. You may have to do some abbreviating and compressing to fit this information into the 2 lines. Example follows: 1234 Main St. Suite 105 (23 characters) SanFran CA 94104 415/225-2400 (29 characters) >'reg2' Tax ID Number . . . Enter your Tax ID Number, either your Employee Identification Number (EIN) or your Social Security Number (SSN). Use the right or left arrow keys to select EIN or SSN. Your Tax ID Number as entered here will be displayed on your Receipts and Insurance Forms. 4'reg3' Receipt and Statement Address . . . Compared to that on insurance forms, the address on your receipts and statements should be more formal as these documents will be presented to your clients. The address will be in the lower left hand corner on receipts and in the heading on statements. The address will include 4 lines. The first line will be the practice name which you have already entered in the first field. The next 3 lines, which you will be entering here, contain the actual address; each line may be up to 30 characters. The use of 3 lines for the address allows you to put the name of the medical building, suite, etc. on a separate line. If you only require 2 lines for the address, complete the first 2 address lines, leaving the 3rd blank. The final line you will be entering here is for the telephone number as it will appear on your receipts and statments. E'reg4' Additional ID Information . . . Your Tax ID No. is displayed in the lower right hand corner of the receipt. Below the Tax ID No., there are 3 optional fields where you may enter any desired additional ID information. Because the receipt is an "Attending Physicians Statement", you probably will want to enter certain provider ID information (e.g. Blue Cross ID No., etc.). Each of these fields may be up to 17 characters in length. 5'reg5' Collection Letter Signature & Title . . . Optionally enter the name and title that you wish to use in signing the collection letters included with the program. Examples follow: Mary S. Smith Walter Green Receptionist for Dr. Jones Collection Manager You may want to use only a title without the name. 5'reg6' When you registered the program, you were given a 13 character Registration Password. This password should be entered in the underlying screen. Do not give you password to anyone else. Keep it in a secure place where you can find it. Remember, that after a reasonable trial period, you must register if you continue to use the program. .'regpwhlp' Highlight desired item and press to select. calls the User Configuration Form. calls the Printer Menu. Here you will be able to select a printer and enter printer control sequences. is for Program Registration. Please do so! ,'starthlp' Enter the Printer Menu descriptions for items 6, 7, and 8. These items are user defined printer control sequences. Refer to your manual for details. 5'unamehlp' CPT Category: Enter the category name. Keep in mind that categories will be ordered alphabetically. You may want to devise category names so that certain ones occur at (or near) the top of the list. For example, you may want to create a general category to hold your most commonly used CPT Codes. Naming this category " " or "COMMON" would place these codes at the top of the table. ('updcptct' Diagnosis Category: Enter the category name. Keep in mind that the categories will be ordered alphabetically. Your may want to devise category names so that certain categories are at (or near) the top of the list. For example, you may want to create a category that contains your most common diagnosis codes. Naming a category " " or "A1" would place that category at the top of the table. +'upd_cat' Class: Enter the name of a category to include a group of CPT Codes (e.g. OV:NewPt, Hosp:OP, Lab, etc.). You may type in a new category or press to get a table of existing cateories. You may wish to enter some codes into two groups; a specific category as noted above, in addition to a category containing your own most commonly used CPT Codes. CPT Code: Enter the appropriate 5 digit CPT Code. Mod: Enter the appropriate 2 digit modifier. Usually no modifier is required and field is left blank. Description: Describe the service in 15 characters or less. Charge: Enter your current fee for the particular service. :'upd_cod' Category: Enter new category name or press for a table of existing categories. Diagnosis: Enter diagnosis description. Diagnosis Code: Enter appropriate ICD-9-CM diagnosis code. -'upd_dx' Display Order: Type a number to define the position which the entry will occupy in the table. Insurance/Provider: Enter name of Insurance Plan. (Other usage: Enter individual provider name.) Provider No: Enter your Provider No for the particular Insurance Plan. (Other usage: enter individual Provider No.) Ind vs Grp: Select Individual or Group. 1'upd_pro' Update Zipcode List . . . Ins to Enter Enter to Change Del to Delete You will be prompted for a "Display Order" number: this is the position the entry will occupy in the table. Frequently used options should be placed near the top of the table. 2'z_list' CAT_LIST CITY_LST CLM_LIST CPT_CAT T DR_HLP HCFA_LSTv LIST_COD LIST_DX 1 PCODEHLP| PMENHLP PRONOHLP REG0 M REG1 N REG2 REG3 REG4 9% REG5 REG6 REGPWHLP STARTHLP UNAMEHLP UPDCPTCT UPD_CAT h8 UPD_COD UPD_DX UPD_PRO z@ Z_LIST