*SELFORM Format Selection Screen 

                  S E L E C T I N G   A   F O R M A T

  This screen lists the title of every available format.  Select a 
  format you wish to print by entering the corresponding letter (A-Z).  

*SELECT Format Selection Screen 

                  S E L E C T I N G   A   F O R M A T

  This screen lists the title of every available format.  Select a 
  format you wish to modify or a blank format you wish to create by 
  entering the corresponding letter (A-Z).  
.PA
>CREATE 

                C R E A T I N G   A   N E W   F O R M A T

  When you choose the letter of a statement or insurance form format 
  which has not yet been defined, the following message appears:

                     Format 'Z' Is Not On This Disk

                       Do You Want To Create It?

  Press "Y" to create the format or press "N" to reselect the format.  
.PA
>MODIFY

        M O D I F Y I N G   A N   E X I S T I N G   F O R M A T

  If you choose to modify the format, the following question appears:

                 Select Form To Modify For Format 'Z':

  Press the letter of an existing format to use for a starting point 
  for  this format or  press [Enter] to start from scratch.  If you 
  chose to modify an  existing format,  the format you selected will 
  be copied for the new list format you are creating.  
.PA
>DELETE

                   D E L E T I N G   A   F O R M A T


 If you press F10 for delete, the following message appears:

                      Select Form Format To Delete.              

 Press  the  letter  of an existing patient list format that you wish to
 delete and the following message appears:

                 Are you sure you want to delete this form? 

.CO  Deleting A Format 

 Press "Y" to delete the list, press "N" to reselect the list  format or
 press the [Esc] key to restart.  

 NOTE:  Standard formats (formats which are shipped with the MediSoft
 program) may not be deleted.   An '*' denotes standard formats in the 
 selection list.
*MENU Formatting Submenu 

                 T H E   F O R M A T T I N G   M E N U 

  After you have selected an existing format from the format selection 
  screen or created a new format by saving its setting from the setting 
  screen, the selection menu screen will appear:

  This selection menu allows you to change the format settings, change 
  or edit the format page, change the default ranges for the format, 
  and print a list of formatting codes.  Each suboperation works as 
  follows:
.CO Formatting Submenu

  (1) Change Format Settings: There are two screens of fields to edit 
  in this selection.  The first screen deals primarily with page 
  settings, while the second screen deals with printing options.

  (2) Change Format Page: This selection allows you to change the 
  actual format page using a WYSIWYG (What-You-See-Is-What-You-Get) 
  editor.  You simply create your format by typing or pasting the 
  fields on the screen as you want them to print on your forms.
.CO Formatting Submenu

  (3) Change Format Ranges: This selection allows you to change the 
  default print-by ranges for a format.  You may also select questions 
  to not be asked when printing a format.

  (4) Print Format Codes: When creating or changing a print format, 
  you will need to know the proper format codes to use on your forms.  
  This selection prints a complete list of format codes available for 
  use in the statement and insurance form formatters.  You will proba-
  bly want to print these lists out to use as a reference while you're 
  formatting forms.
.CO Formatting Submenu

  (5) Return To Format Selection: This selection returns you to the 
  format selection screen.

  To find out more about each of these selections, view the help
  provided in each operation, or refer to your manual.
*STSETTINGS Statement Settings Screen 

     T H E   S T A T E M E N T   S E T T I N G S   S C R E E N

  There are two screens of fields to edit in this selection.  The 
  first screen deals primarily with page settings, while the second 
  screen deals with printing options.  You may move between the 
  screens by pressing the [F4] key, or by moving up or down through 
  the fields.
.CO Statement Settings

  Function keys available in this operation

  You may access the following features in this operation by
  pressing the appropriate function key:  Press [F1] for help;
  Press [F3] to save the new format; Press [F4] to go to the next
  screen of information; Press [F6] to search for format codes
  where they apply; Press [ESC] to abandon this format.
.PA

                   F I E L D   I N F O R M A T I O N
>1  

  Form Name: Enter the name of your format here.
>2

  Form Length: Enter the length of your form in lines here.  The 
  default length is 66 lines, or the height of a standard 8 1/2 by 11 
  letter size page at 6 lines per inch.  If you are creating a laser 
  printer format, use 60 lines.
.PA
>3

  Form Width: Enter the width of your form in characters here.  The 
  default width is 79 characters wide, or one less than the width of a 
  standard 80 column printer.  If you are using a wide carriage printer, 
  or are printing in compressed mode, you may use a width greater than 
  80 columns.  Note that if you are using an 80 column printer and you 
  specify a page width greater than 79, any field that extends past the 
  79th column will produce an extra line in your format.
.PA
>4

  Left Column Offset: If you are using a printer whose platen can't be 
  adjusted, you may adjust the entire form left and right by changing 
  the value of this field.  Enter a positive value to adjust the form 
  to the right, and a negative value to adjust the form to the left.  
  Note that adjusting the form to the left may cut off characters from 
  the left edge of the format.
.PA
>5
    
  Laser Printer Download File: You may enter a laser printer download 
  filename at this field.  This file must be in the program directory, 
  and must be capable of working with your laser printer.  This field 
  may be used to download laser printer soft fonts, laser printed 
  form macros, etc.  
.PA
>6

  Sort Entries By: In this field you may enter Entry format codes by 
  which you wish to sort the entries printed on the form.  You may 
  type each code in directly, separated by a comma, or you may search 
  for the codes by pressing [F6].  Only Entry format codes (codes that 
  print transaction data) are accepted, patient, insurance, or other 
  codes will not be recognized. 
.PA
>7

  Summarize Entries By: After you have entered one or more codes in 
  the Sort Entries By field, you may select one of them to summarize 
  by in this field.  When printing the form, the program will group 
  all transactions that share the summarized code into one transaction.
.PA
>8

  Exclude Patient If: You may choose to selectively exclude patients 
  from printing in a batch by entering a test condition here.  You may 
  press [F6] here to search for a format code to include in your test.  
  If you make a mistake entering your test, the computer will beep and 
  tell you what options you have at the bottom of the screen.
>9

  Include Payments: Answer no to this question if you wish to prevent 
  payments from being printed on your statements.  This is sometimes 
  useful when printing a statement for legal use.  
.PA
>10

  Use Practice or Doctor Address: If you are a single physician practice 
  and  wish to  print  the  doctor's  name  and  address  instead of the 
  practice's,  or  you  are a  multi-doctor  practice  and wish  to bill 
  patients by  their  assigned  provider,  select "D" for Doctor at this 
  question.  
>11

  Print Practice/Doctor Address: Answering no to this question prevents 
  the practice or doctor address from being printed on the form.  If you 
  are using forms with your office address preprinted, you will want to 
  answer no to this question.  
.PA
>12

  Print Aging Information: If you answer no to this question, the 30, 
  60, and 90 day aging totals on the statement will not be printed.  
>13

  Separate Patient/Ins Portions:  When billing using the anticipated 
  statement mode, the program will determine the patient and insurance 
  portion for each individual entry.  When you answer yes to this 
  question, the format will actually print the patient and insurance 
  portions for every entry on the anticipated statement.  If you answer 
  no, only the totals will be shown at the bottom of the anticipated 
  statement.  If you intend to use this format for either remainder or 
  standard statements, you must answer no for Separate Patient/Ins 
  Portions.  
.PA
>14

  Print  Postal  Indicia:  If  this  format  is a self  mailer  format, 
  answering yes to this question  will tell  the program  to ask for a 
  postal indicia at the message menu in the statement printing option, 
  and to print the indicia on the self mailer statements.  The postal 
  indicia may be printed in place of a stamp on self mailer statements 
  when you are mailing using a bulk mail or other postal permit.
.PA
>15
   
  Print Zero Amount Entries: If you want to print zero amount charge 
  transactions as description lines on your statement forms answer yes 
  to this question.  Description transactions allow you to describe 
  unusual services or circumstances.  To enter a description transaction,
  enter a zero amount transaction in operation 3-1 with the description 
  in the diagnosis field.  You may also enter description transactions 
  by using a description procedure code (a procedure code type E for 
  comment). These description transactions print regardless of how you 
  answer this question. 
.PA

  Note: many of the questions above must be explicitly supported in 
  the format by testing the Setting format codes before printing the 
  address, etc.  We have supported all the options in our stock formats
  except where they are inappropriate.  If the settings of a question do 
  not change the output of one of your own custom formats,   be sure to 
  recheck the format code for that question before printing that part of 
  your form.
*INSETTINGS Insurance Settings Screen 

                  O P T I O N   I N F O R M A T I O N

  There are two screens of fields to edit in this selection.  The 
  first screen deals primarily with page settings, while the second 
  screen deals with printing options.  You may move between the 
  screens by pressing the [F4] key, or by moving up or down through 
  the fields.
.CO Insurance Settings

  Function keys available in this operation

  You may access the following features in this operation by
  pressing the appropriate function key:  Press [F1] for help;
  Press [F3] to save the new format; Press [F4] to go to the next
  screen of information; Press [F6] to search for format codes
  where they apply; Press [ESC] to abandon this format.
.PA

                   F I E L D   I N F O R M A T I O N
>1  

  Form Name: Enter the name of your format here.
>2

  Form Length: Enter the length of your form in lines here.  The 
  default length is 66 lines, or the height of a standard 8 1/2 by 11 
  letter size page at 6 lines per inch.  If you are creating a laser 
  printer format, use 60 lines.
.PA
>3

  Form Width: Enter the width of your form in characters here.  The 
  default width is 79 characters wide, or one less than the width of a 
  standard 80 column printer.  If you are using a wide carriage print-
  er, or are printing in compressed mode, you may use a width greater 
  than 80 columns.  Note that if you are using an 80 column printer 
  and you specify a page width greater than 79, any field that extends 
  past the 79th column will produce an extra line in your format.
.PA
>4

  Left Column Offset: If you are using a printer whose platen can't be 
  adjusted, you may adjust the entire form left and right by changing 
  the value of this field.  Enter a positive value to adjust the form 
  to the right, and a negative value to adjust the form to the left.  
  Note that adjusting the form to the left may cut off characters from 
  the left edge of the format.
.PA
>5
    
  Laser Printer Download File: You may enter a laser printer download 
  filename at this field.  This file must be in the program directory, 
  and must be capable of working with your laser printer.  This field 
  may be used to download laser printer soft fonts, laser printed 
  form macros, etc.  
.PA
>6

  Sort Entries By: In this field you may enter Entry format codes by 
  which you wish to sort the entries printed on the form.  You may 
  type each code in directly, separated by a comma, or you may search 
  for the codes by pressing [F6].  Only Entry format codes (codes that 
  print transaction data) are accepted, patient, insurance, or other 
  codes will not be recognized. 
.PA
>7

  Summarize Entries By: After you have entered one or more codes in 
  the Sort Entries By field, you may select one of them to summarize 
  by in this field.  When printing the form, the program will group 
  all transactions that share the summarized code into one transaction.
>8

  Separate Forms By:  After entering the sort by codes in the Sort 
  Entries By field, you may enter one of those codes by which to 
  separate the forms.  When a new separate code is encountered while 
  printing the entries for a patient, the current form will be totaled 
  and a new form will begin printing.
  
  NOTE:  You may not have Print By Attending Provider as Y for yes and 
  also enter a code to Separate Forms By.  Forms may be only separated 
  by one method.
.PA
>9

  Exclude Form If: You may choose to selectively exclude forms from 
  printing in a batch by entering a test condition here.  You may press 
  [F6] here to search for a format code to include in your test.  If you 
  make a mistake entering your test, the computer will beep and tell you 
  what options you have at the bottom of the screen.
.PA
>10

  Exclude Entry If:  You may choose to selectively exclude entries 
  from printing in a batch by entering a test condition here.  You may 
  also press [F6] here to search for a format code to include in your 
  test.  If you make a mistake entering your test, the computer will beep
  and tell you what options you have at the bottom of the screen.
.PA
>11

  Print By Attending Provider: This question allows you to set your 
  insurance forms to print by the attending provider instead of the 
  patient's assigned provider.  The patient's assigned provider is 
  entered when setting up the patient in operation 2.  The patient's 
  attending provider is entered for each individual procedure in 
  operation 3-1.  If you print your forms by the attending provider, 
  the program will print a separate insurance form for each provider 
  that has treated the patient.  

  NOTE:  You may not have Print By Attending Provider as Y for yes and 
  also enter a code to Separate Forms By.  Forms may be only separated 
  by one method.
.PA
>12

  Pause For Single Sheet Feed: If you are feeding insurance forms into 
  your printer individually instead of using continuous feed forms, 
  you will want to answer yes to this question.  This will cause the 
  program to pause after each sheet to allow you to insert the next 
  sheet.  

  Note: we recommend that you use continuous feed forms as they are 
  much easier to align.
.PA
>13

  MEDIGAP Crossover Claims: If you answer yes to this question, the 
  program will not print a separate form for the MEDIGAP carrier that is 
  a secondary (or supplementary) carrier to Medicare.  Note that although
  no form is printed for the secondary carrier, the transactions are 
  marked as being billed.  

  Note: you must answer "no" to delayed secondary billing for the 
  MEDIGAP carrier for this setting to work properly.
.PA
>14

  Always Accept Assignment: Setting this question to yes will override 
  the accept assignment field on the patient information screen and 
  force the program to check the accept assignment box on your insur-
  ance form.  
>15

  Print Payments On Forms: If you don't want the total payments print-
  ed on your form, set this question to no.  This will cause the 
  payments box on your form to always print zero regardless of the 
  actual payments received for the those services. 
.PA
>16

  Print Paragraph Diagnosis: If you wish to print your diagnoses in the
  diagnosis area of you insurance forms in a narrative format then set
  this question to yes.  When you print your forms, the program will
  stream together the descriptions for all the diagnoses you have 
  specified in the Diagnosis field in operation 3-1. If you have a 
  permanent diagnosis and you have left the Diagnosis field for an entry
  in operation 3-1 blank, then if that entry prints on the insurance form,
  the permanent diagnosis is also included.  The text is placed in the 
  space provided in the DIAGDESC or DIAGLINE fields on your insurance 
  form.  
.PA
>17
   
  Print Zero Amount Entries: If you want to print zero amount charge 
  transactions as description lines on your insurance forms answer yes 
  to this question.  Description transactions allow you to describe 
  unusual services or circumstances.  To enter a description transac-
  tion, enter a zero amount transaction in operation 3-1 with the 
  description in the diagnosis field.  You may also enter description 
  transactions by using a description procedure code (a procedure code
  type E for comment). These description transactions print regardless
  of how you answer this question. 
.PA
>18

  Use Practice or Doctor Address: If you are a single physician prac-
  tice and wish to print the doctor's name and address instead of the 
  practice's, or you are a multi-doctor practice and wish to bill 
  patients by their assigned or attending provider, select "D" for 
  Doctor at this question, otherwise, select "P" for Practice. 
>19

  Print Insurance Address: Answering no to this question prevents the 
  insurance address from being printed on the form.  If you are using 
  forms with the insurance address preprinted, you will want to answer 
  no to this question. 
.PA
>20

  Print Practice/Doctor Address: Answering no to this question pre-
  vents the practice or doctor address from being printed on the form.  
  If you are using forms with your office address preprinted, you will 
  want to answer no to this question. 
>21

  Tax Procedure Code: You may specify a tax procedure code to total
  tax for an insurance form.  All charge transactions for a form
  with this tax procedure code will be totaled and added to the
  balance due for that form.  You may also print the tax amount on
  your forms by using the TAX format code.
.PA

  Note: many of the questions above must be explicitly supported in 
  the format by testing setting format codes before printing the 
  address, etc.  We have supported all the options in our stock formats
  except where they are inappropriate.  If the settings of a question do
  not change the output of one of your own custom formats, be sure to
  recheck the format code for that question before printing that part of
  your form.
*FORMAT The Format Editor Screen 

                T H E   F O R M A T T E R   E D I T O R

  This selection allows you to change the actual format page using a 
  WYSIWYG (What-You-See-Is-What-You-Get) editor.  You simply create 
  your format by typing or pasting the fields on the screen as you 
  want them to print on your forms.
.PA

  Moving Around

  To move around the editing screen you use the cursor keys.  You may 
  move to the right up to the width of the form you are editing, and 
  down as far as the length of the form.  The [Page Up] and [Page 
  Down] keys allow you to quickly jump up and down the form by the 
  height of a screen (23 lines).  The [Home] and [End] keys allow you 
  to jump to the beginning and ending of the current line.
.PA

  Creating and Editing Text Fields

  To enter text fields on your form, simply move the cursor to the 
  location on the form where you want the text field to be printed 
  and begin typing.  The program will regard all keys that you type 
  (including spaces) as part of one text field that can be later 
  edited, moved, copied, or deleted.  You may change the text field by 
  positioning the cursor on it and typing.  The [Ins] or insert key on
  your keyboard determines whether the keys you type are inserted into
  the text field or overwrite it.  You may delete characters of a text
  field by typing the back space key, or the delete key.
.PA

  Creating and Editing Data Fields

  Since adding data fields to your format is an operation you will be 
  performing often, we have made this the simplest to do.  Briefly, 
  there are two ways to add data fields to your form.
.CO Creating Data Fields

  The first way to add a data field to your form is to first type a 
  text field of upper case X's directly onto the form where you want 
  the data field to be printed. Then, position the cursor on the text 
  field and press the [F4] Field key to pop-up the Field Information 
  Window.  Here you may select the format code to print for the field 
  by pressing the [F6] key at the Print: question.  When you select a 
  code to print for a text field, it then becomes a data field, and is 
  displayed in inverse when you return to the format editor.  Entering 
  fields using this method allows you to easily rough out the positions 
  and lengths of the fields, and then go back through and assign each a 
  format code to print.
.CO Creating Data Fields

  The second way to add a data field is to position the cursor where 
  you wish to place the field and then press the [F4] Field key to 
  select the code that will print there.  After you select a code at 
  the Print: question and then save the field, the default field 
  format text will be inserted at the current position on the form.  
  Entering fields this way allows you to use the default format for 
  the field (i.e. the X's) which shows the fields proper width, 
  length, and any punctuation (i.e. dashes for dates or social securi-
  ty numbers).
.PA

  Function Keys

  The function keys described on the bottom line of the formatting 
  screen allow you to access many of the advanced features of the 
  formatter.  Some of these features are field programming, performing 
  a test printout, printing a grid pattern of characters on a form, 
  and moving, copying, and deleting fields or pieces of text.

  [Esc] Abandon, [F1]Help, and [F3] Save:  These function keys operate 
  exactly as they do in other parts of the program.  Note that the 
  formatter will ask you if you really wish to abandon the format if 
  you press [Esc] after making changes.
.CO Function Keys

  [F4] Field: The [F4] Field key pops up the Field Information window.  
  If the cursor is presently over a field, or a piece of text, the 
  Field Information window will display that field or text.  The Field 
  Information window allows you to select the code to be printed in a 
  field, how to justify that code inside the field, and whether the 
  code will be replaced by other codes if certain conditions require 
  it.  The [F4] Field key and the Field Information window will be 
  discussed in detail later.
.CO Function Keys

  [F5] Test Print: The [F5] Test Print key allows you to print a test 
  pattern for your form to determine whether the fields are positioned 
  correctly.  The test pattern it prints is exactly the same as the 
  test pattern that is printed in operations 5-1 and 5-2, and take 
  into account the column offset, laser download file, and any special 
  printer codes that you have entered into your format.
.CO Function Keys

  [F6] Grid: Before you begin to format a form, you should insert some 
  sample forms in your printer and print an alignment grid by pressing 
  [F6].  The grid pattern allows you to quickly and easily determine 
  the line and column positions of the fields on your form.  Each line 
  is numbered at the left, and each column position is marked with a 
  'v' every five spaces and a number every ten spaces.  Simply check 
  the line and column positions on the form, then move the cursor to 
  the position on the screen and enter the field (The current line and 
  column are shown in the lower right hand corner of the formatting 
  screen).
.CO Function Keys

  [F7] Move: When you are positioned on a field or a piece of text, 
  you may press [F7] to move the field.  You may then use the cursor 
  keys to reposition the field anywhere you wish.  After you have 
  finished positioning the field, press the [Enter] key to drop the 
  field and return to normal editing.

  Note: you may not overlap fields, so we recommend that you shorten the 
  fields by deleting characters from them so they don't overlap.  
.CO Function Keys

  [F8] Copy: When you are positioned on a field or a piece of text, 
  you may press [F8] to copy the field.  The Copy key works exactly 
  like the move key except that the field you copy from remains as it 
  was in its original position.
   
  [F10] Delete: You may delete a field you are positioned on by press-
  ing the [F10] key.  When you press the key, the field disappears.

  Ctrl-A: Pressing the control key and the A key at the same time will 
  add a new line to the form, pushing any lines below it down one 
  line.
.CO Function keys

  Ctrl-D: Pressing the control key and the D key at the same time will 
  delete the line the cursor is currently on.  Any fields on this line 
  will also be deleted.

  [Tab] and [Shift]-[Tab]: The tab key and the shift tab key (or back 
  tab) move to the next and previous field on the form respectively.  
*FIELD The Field Information Window 

        T H E   F I E L D   I N F O R M A T I O N   W I N D O W

  The field information window allows you to program what will print 
  in a particular field on the form.  Its capabilities range from 
  printing a single code in a field, to printing text, printer codes, 
  and conditional printing.  Simple things like printing a single code 
  are almost trivially easy, while more complex formatting is made 
  simple through pop-up code search windows, on-line help, and a help 
  line at the bottom of the window that explains what you've done 
  wrong when you make a mistake. 
.CO Field Info Window

  Function keys available for this window

  Press [F1] to browse through the on-line help for each field,
  press [F6] to search for format codes for certain fields, and
  press [F3] to save the changes you've made to the field when you
  are finished.
.PA

                   F I E L D   I N F O R M A T I O N
>1

  Print: What you enter at the Print: question determines what is 
  printed in the field on your forms.  Usually you will want to simply 
  enter a single format code, or search for a code by pressing [F6].  
  You may also enter more complicated combinations of text, format 
  codes, and functions here (these subjects will be covered in greater 
  detail in the Using the Print: Question section later).
.CO Print:

  If you have entered a code and there is currently nothing in the 
  Format: field immediately below, the default format for the code you 
  entered will be placed in the Format: field, and the Justify: field 
  will also be set accordingly.

  If you wish to change a field back to a text only field, blank out 
  the Print: question, then save the field.  The field will now appear 
  unhighlighted on the formatter screen indicating it is now just 
  text.
.CO Print:

  Here's an example of how you would enter a format code to print:

   Print: NAME - Patient Name

  This example will print the patient name in the field.  Notice that 
  the format code description will be displayed after the format code 
  you typed when you press [Enter].  

  Remember, if you enter a code that doesn't exist, or if you've 
  mistyped a code, don't worry.  The computer will beep and display 
  'Text or Format Code Expected' at the bottom of the window.  Simply 
  retype the code as it should be.
.PA
>2

  Format:  The text entered in this question defines the width of the 
  field, and allows you to add punctuation characters for date fields, 
  amount fields, etc.  The field format acts as a template to the data 
  you selected in the Print: question.  The data from the Print: 
  question replaces every upper case 'X' in the format, but flows 
  around any other character.  You may even use spaces in your field.  
  The text will be right or left justified in the field format depend-
  ing on how you answer the Justify: question.
.CO Format:

  Below are some example field formats and what they print:

   Print: NAME - Patient Name
   Format: XXXXXXXXXXXXXXXXXXXX
   Justify: Left
   When NAME is "Able, John" you'll get: Able, John

   Print: NAME - Patient Name
   Format: XXX
   Justify: Left
   When NAME is "Able, John" you'll get: Abl
.PA
>3

  Justify: You may select how the data for the code specified in the 
  Print: question is arranged in the Format: field by changing the 
  justification.  If you want the text to be printed from the left, 
  choose left justify, if you want the text to be printed from the 
  right (i.e. amounts, diagnosis codes, etc.) choose right justify.

  Note: when the default format for a code is placed in the Format: 
  field after entering the code in the Print: question, the justify 
  question will be set with the default justification for the code as 
  well.
.PA
>4
>5

  If and If Print: The If: questions allow you to replace the default 
  Print: code with another print code or text if a certain condition 
  is true.  Each If: is associated with a Print: which is entered 
  underneath.  If the test that you specify at the If: question is 
  true, the Print: below the If: will be used instead of the default 
  Print: at the top of the window when printing the field.

  Each field may have many If:s, up to a maximum of 250 If:s per form.  
  When you enter past the last If: on the window, the If:s scroll up, 
  and the numbers change to indicate which If: you are on.  To delete 
  an If:, simply blank out the If: field and press [Enter].
.CO If:

  Checking Boxes Using If:s

  If:s are most often used to check boxes like Male/Female, or Yes/No.  
  Here is an example of how you would check a box for the patient sex.

   Print: " "
   Format: X
   Justify: Left

   If: SEX="M"
   Print: "X"
.CO If:

  Entering the questions as above will tell the program to print an 
  "X" if the sex of the patient is "M", or male.  You may test any 
  format code using the If questions by simply typing the format code, 
  an equal sign "=", and the text you want to test it for in quotes.
.CO If:

  You may also check more than one code at a time by separating the 
  tests with an AND or an OR like this:

   Print: " "
   Format: X
   Justify: Left

   If: SEX="M" AND INUM="1"
   Print: "X"
.CO If:

  This tells the program to print the "X" only if the patient's sex is 
  male, and the current insurance company is company number 1.  You 
  could make the field print an "X" if the patient sex is male or the 
  insurance company number is 1 by typing SEX="M" OR INUM="1".  You 
  may test as many codes as you wish on an if line as long as you 
  separate each with an AND or an OR.
.CO If:

  Note: as you can see in the example above, the default Print: at the 
  top of the window is not blank, but contains empty double quotes.  
  This tells the program that this field is a data field.  Otherwise 
  the program will assume that since there is nothing entered in the 
  default Print: question, this field is a text field.
*STRANGES Statement Print By Ranges

           S T A T E M E N T   P R I N T   B Y   R A N G E S

  Before printing your statement forms, you will need to answer the 
  statement print by questions.  These questions tell the program what 
  patients to print, and how to print them.
.CO Statement Ranges

  Entering Statement Default Ranges

  If you are entering default ranges, answer each question just as you 
  would when printing the form.  You may then also select the question 
  to not be asked by entering N for No at the 'Ask?' question.  Note 
  that you can select four Custom questions to be asked at the bottom 
  of the screen.  The information entered in these questions may be 
  accessed in the format through the four CUSTOM format codes.
.PA

                   F I E L D   I N F O R M A T I O N
>1
  
  Statement Date: enter the date you want to print for the statement
  date in MMDDYY format.   The date of the statement is the cutoff
  date for current entry detail.  If the transaction From Date and the
  transaction To Date is greater than the Statement Date, then the
  transaction is excluded from the statement.
  
  Note:  You may not enter a date here dated earlier than the End of 
  Period Date.
.PA  
>2

  Billing Mode:  enter "S" to bill each patient's entire balance on the 
  statement, enter "A" to bill patients for the amount you anticipate 
  they will owe for their portion of charges based on insurance coverage 
  percentage or enter "R" to bill patients for the amount remaining on 
  each document after all of the patient's insurance has paid.
.CO Billing Mode
  
  For the anticipated and remainder billing modes to work properly you 
  must be entering patient and insurance payments into MediSoft 
  with document numbers that match the charges that they are intended to 
  pay.  Refer to section 3.1, Transaction Entry, for complete information 
  on entering transactions with document numbers.
.CO Billing Mode
  
  When you print an Anticipated Patient Portion statement, all documents 
  which have not been completely paid are shown on the statement.  If 
  the patient has already made a partial payment on a document, that 
  payment amount will be subtracted from the patient balance due on the 
  statement. If an insurance carrier does not pay the amount anticipated, 
  the patient due portion of the charges are adjusted up or down 
  automatically.  
.CO Billing Mode
  
  If you have answered 'Y' to Separate Patient/Ins Portions in the 
  settings section of this statement format, then the billing mode for 
  this format must be 'A' for Anticipated.  Separate Patient/Ins 
  Portions only applies to anticipated statements.  Any other billing 
  mode may print zero dollar amounts within the transaction detail 
  portion of your statement.
.CO Billing Mode
  
  When you print a Remainder Statement only those documents which have 
  had the same number of insurance payments entered as the patient has 
  insurance carriers will be printed on the statement.  (ie: If a patient 
  has two insurance carriers and a specific document number has two 
  transactions with insurance payment procedure codes, the remaining 
  balance of the document will be billed to the patient on the patient 
  statement.
.CO Billing Mode
  
  If all entries for the document are 100% patient responsible, then
  these entries will print on a Remainder Statement.  Printing 100%
  patient responsible bills through Remainder Billing is one of the
  features of Remainder Billing.
  Note:  If the head of household's Accept Assignment for policy one, 
  policy two, and policy three are ALL NO, then all entries for the 
  family are 100% patient responsible.
.CO Billing Mode
  
  Note: It is important that all payments, even zero amount payments, be 
  entered on your patient accounts.  A zero dollar amount payment tells 
  the system that you have received the insurance carrier explanation of 
  benefits and the carrier paid nothing on the charges.  Anticipated 
  patient portion statements, remainder statements and sequential 
  insurance billing rely upon all payments being entered in MediSoft.
.PA
>3

  Print History Detail After: enter the history detail cutoff date
  in MMDDYY format here.  This question allows you to print detail
  from your history files up to the history detail cutoff date.
  This question defaults to "Current Entries Only".  
  
  Note:  For the Standard Mode, if you press a [Enter] at Print History
  Detail After, all current transactions up to the Statement Date will
  print, along with a Balance Forward Amount.  If you enter a date then
  NO Balance Forward Amount prints, but all transactions prior to the
  Statement Date and after the Print History Detail After date prints in
  the detail portion of the statement.
>4

  Range Of Chart Numbers:  enter the chart number of the beginning 
  patient in the group of patients desired followed by a dash and the 
  ending chart number.  Press [Enter] to print statements for all 
  patients.
.PA
>5
  
  Range Of Billing Codes:  enter the beginning and ending billing code 
  separated by a dash to select which billing codes to include.
>6
  
  Range Of Indicators:  enter the beginning and ending indicators 
  separated by a dash to select which indicators to include.  Press the 
  [Enter] key to include all indicators.
>7
  
  Range Of Providers:  enter the beginning and ending provider separated 
  by a dash to select which providers to include.  Press [Enter] to 
  include all providers.
.PA
>8

  Range Of Patient Balances:  statements may be printed for a group of 
  specific account balances.  To select which balances to include, enter 
  the beginning and ending balances separated by a dash.  To use nega-
  tive numbers in the balance range, precede the first number in the 
  range with a negative sign, like this: -100-200.  This range will 
  print statements for patients whose balance falls between negative 
  $100 and positive $200.
>9
  
  Patients With Charges Past:  enter 30, 60 or 90 to print statements 
  for patients whose charges are 30, 60, or 90 days old or older.
.PA
>10
  
  Patients With Current Charges Between:  enter a range of dates to 
  print patients with current charges between these dates.  Patients are 
  selected for inclusion in the statement run who have entries with 
  dates in the range specified.  The patients included in the batch will 
  have their entire account represented on the statement, not just the 
  balance of those transactions which fall in the date range specified. 
.PA  
>11

  Patients With Last Payment Between:  enter a range of dates to 
  print patients with last payments dates between these dates. Patients
  are selected for inclusion in the statement run who have payment 
  entries with dates in the range specified.  The patients included in 
  the batch will have their entire account represented on the statement, 
  not just the balance of those transactions which fall in the date range
  specified. 
  Press the [Enter] key to include all patients regardless of last 
  payment date.
>12
>13
>14
>15

  Custom Data A-D: You may enter custom data needed by your format in
  these four questions.  This data will be available to the format in
  the format codes CUSTOMA, CUSTOMB, CUSTOMC, and CUSTOMD.
*INRANGES Insurance Form Print By Ranges 

      I N S U R A N C E   F O R M   P R I N T   B Y   R A N G E S

  Before printing your insurance forms, you will need to answer the 
  insurance form print by questions.  These questions tell the program 
  what patients to print and how to print them.
.CO Insurance Ranges

  Insurance Form Default Ranges

  If you are entering default ranges, answer each question just as you 
  would when printing the form.  You may then also select a question 
  to not be asked by entering N for No at the 'Ask?' question.  Note 
  that you can select four Custom questions to be asked at the bottom 
  of the screen.  The information entered in these questions may be 
  accessed in the format through the four CUSTOM format codes.
.PA

                   F I E L D   I N F O R M A T I O N
>1
  
  Date of Insurances: enter the date of insurance billing in MMDDYY 
  format.  This date will appear in the patient account number box if 
  you chose to have it appear there in the insurance form default 
  answers.
>2
  
  Range of Chart Numbers: enter the range of patients you want included 
  in this group of insurance claims.  You may enter one patient (ie: 
  SMITHJ01-SMITHJ01 or SMITHJ01 alone), a range (ie: ABLE0000-ABLE0009) 
  or press [Enter] to include all patients. 
.PA
>3
  
  Range of Billing Codes: enter a beginning and ending billing code 
  separated by a dash to limit insurances to patients with a particular 
  range of billing codes or one billing code.  To include all patients 
  regardless of billing code, press [Enter].
>4
   
  Range of Indicators: enter a beginning and ending indicator separated 
  by a dash to limit the insurance claims printed to certain indicators.  
  Otherwise, press [Enter] and all indicators are included.
.PA
>5
>6
>7
  
  Range of Primary, Secondary, and Tertiary: enter a beginning and
  ending insurance carrier number separated by a dash, or answer yes or 
  no, to control which insurance carriers are billed.  Otherwise, press
  [Enter] to include all insurance carriers.  
>8
   
  Range of Providers: enter a beginning and ending provider number 
  separated by a dash to limit claim form printing to one provider or a 
  group of providers.  Press [Enter] to include all providers. 
.PA
>9
  
  Range of Dates: Enter a beginning and ending date separated by a dash 
  in MMDDYY-MMDDYY format. You may press [Enter] to include all 
  current transactions regardless of date.  If a date range is entered 
  which begins before the End of Period Date recorded in operation 1, 
  Office Information, then transactions in your history files will be 
  included in this batch of claims
>10
  
  Range of Procedure Codes:  enter a beginning and ending procedure code 
  separated by a dash to limit the batch of claims to certain procedure 
  codes.  Press [Enter] to include all procedure codes.  You may wish 
  to use this feature to print claims for procedures for which you must 
  accept assignment or to print only procedures which you are allowed to 
  bill.
.PA
>11
  
  Range of Balances:  enter a beginning and ending balance amount 
  separated by a dash to limit claim printing to only those patients who 
  have entries that have not been billed to insurance whose total falls 
  in the range specified.  Use this feature to delay billing entries to 
  a patients' insurance carrier until the unbilled balance reaches a 
  specific threshold.
>12
  
  Rebill Insurance Companies:  enter "Y" to rebill previously billed 
  claims.  Enter "N" or press [Enter] to only include transactions 
  on insurance claims which have not been previously billed.
.PA
>13
  
  Range Of Rebill Billing Date:  enter a range of original billing dates
  to rebill or press [Enter] to rebill all transactions regardless 
  of the original billing date.  This feature may be used to reprint a 
  bad batch of insurance claims.

  Note:  MediSoft tracks the billing date for each individual 
  transaction.  Primary, secondary and tertiary billing dates are all 
  tracked separately.  If a transaction has been billed to an insurance 
  carrier IT WILL NOT BE REBILLED unless you answer "Y" to the previous 
  question Rebill Insurance Companies.  You may view the billing date 
  for a transaction in operation 3-1 in the transaction change mode.
.PA
>14
>15
>16
>17

  Custom Data A-D: You may enter custom data needed by your format in
  these four questions.  This data will be available to the format in
  the format codes CUSTOMA, CUSTOMB, CUSTOMC, and CUSTOMD.
.PA  
>18

  Insurance Types:  Enter one or more insurance types if you wish to
  limit your report to specific carrier types.  Valid insurance types 
  are the one letter codes from the following list: 

               M  Medicare         B  Blue Cross/Blue Shield
               A  Medicaid         C  CHAMPUS
               G  Group            F  FECA
               O  Other            W  Worker's Comp
               H  HMO              P  PPO

  For all insurance types press [Enter].
.PA
*CODES Printing The Format Code List 

       P R I N T I N G   T H E   F O R M A T   C O D E   L I S T

  When creating or changing a print format, you will need to know the 
  proper format codes to use on your forms.  This operation prints a 
  complete list of format codes available for use in the statement and 
  insurance form formatters.  You will probably want to print these 
  lists out to use as a reference while you're formatting forms.
*MESSAGES Entering Statement Messages 

             S T A T E M E N T   M E S S A G E   M E N U

  The statement message menu allows you to enter and save messages that
  will print on your patient statements.  You may enter standard
  messages, dunning messages, and the permit number for your postal
  indicia from this menu.  To return to entering statement print by
  ranges press [Esc].

  Note: if you have selected "No" to the Print Postal Indicia question
  on the statement setting screen 2, the Postal Indicia option will
  not be displayed on the message menu.
.PA
>MESSAGES

  Normal Statement Messages

  Enter Message Line 1...:  enter message lines to print on your patient
  statements.  You may enter as many characters on each line as will
  actually print on your format.  You may want to print a few sample
  statements to see where your messages are printing on your form before
  printing you entire batch.

  Note: If you require more message area than is provided, you may add
  more MSGLINE format codes to your form using the statement formatter.
  If you do not have the format code MSGLINE in your format, then there 
  are no standard messages to change.
.PA
>DUNNING
  
  Statement Dunning Messages

  In addition to the normal statement messages, you may also enter 
  four dunning messages that will print on the statement depending
  on the age of the patient's account.  

  Current Aging Message:  This message will only appear on statements
  for patients whose oldest balance is current.
  
  30 Day Aging Message:  This message will only print on statements
  for patients whose oldest balance is 30 days old.
.CO Dunning Messages
  
  60 Day Aging Message:  This message will only print on statements for
  patients whose oldest balance is 60 days old.
  
  90 Day Aging Message:  This message will only print on statements for
  patients whose oldest balance is 90 days old or older.

  Note: Depending on the format you are printing, the dunning messages
  you enter here may be shortened to fit on the statement.  You may 
  wish to check this before printing your statement batch.
.PA
>INDICIA

  Postal Indicia

  If you have selected "Yes" to the Print Postal Indicia question on
  the statement formatter setting screen 2, you may enter a Postal
  Indicia in addition to the Normal and Dunning messages.

  The Postal Indicia is text printed by the computer which appears in
  the upper right corner of a self-mailer statement.  This is the
  location where the postage stamp would normally appear.  If you have
  a special mailing arrangement like bulk rate or presorted first class
  permits, enter the text that you want to appear in the postage area.
*PRINTOPT Select Print Option 

                S E L E C T   P R I N T   O P T I O N

  When you have selected the parameters for the report, the print 
  selection screen appears allowing you to view the report on screen, 
  print the report on your printer, or output the report to a file which 
  can later be edited using a word processor. 
*TEST Printing A Test Pattern 

            P R I N T I N G   A   T E S T   P A T T E R N

  If you select "P" to print statements on the printer, you will be 
  asked if you want to print a test pattern.  A test pattern is printed 
  on a blank statement form and fills every box on the form that will be 
  used during statement printing.  If you wish to use the test pattern 
  to align your statement forms, answer "Y".  Otherwise, answer "N" to 
  continue and begin printing statements.
*