AOL File Library: 4,101 to 4,200/aol-file-protocol-4400-4101-to-4200.zip/AOLDLs/Business Management/MEDISOFT_ V4.14a Medical Patient/MEDI414A.exe/MAHELP1.TXT

Text File | 1996-02-01 | 57KB | 1,358 lines

  Information on your practice, printer set up, changing your data path,
  set up of the superbill format, security, and the other patient
  information screen are entered in operation 1.  The formats for your
  patient statements, insurance forms and walk-out receipts are also
  designed in operation 1.  The submenu display window lists the
  suboptions available as a reminder.

  To use this operation, press 1 or use the arrow keys to highlight 1
  and press the [Enter] key.

  Notice that as you select  operation  1  from  the MediSoft Advanced
  menu  the "Select Option:"  prompt  changes  positions  from  the left
  side  of the  menu  (main menu)  to  the  right  side  of  the  screen
  (submenu window). This is how you can tell if you are at the main menu
  or a submenu.

  Each of the operations  shown on  this screen  allows you to enter or
  change  "general"  type  information  for  your  practice  in  MediSoft
  Advanced.  This information is used to generate insurance forms,
  patient bills and other reports in MediSoft Advanced.

  Office Information:  Press 1 to change office information for MediSoft
  Advanced.

  Set Up Printers: Press 2 to assign printers to MediSoft Advanced.

  Change Data Path: Press 3 to change your data drive assignment.
.CO (1) Set Up Practice

  Format Patient Statements:  Press 4 to design or change patient
  statement formats.

  Format Insurance Forms: Press 5 to design or change insurance formats.

  Format Walkout Receipt: Press 6 to design your walkout receipt format.

  Superbill Information:  Press 7 to design your superbill format.

  Set Up Security: Press 8 to set up security access.

  Set Up Other Patient Screen:  Press 9 to set up custom patient data.
  Then in Patient Information (operation 2-1), you can enter data to be
  stored with each patient's record. Your custom fields are also
  available to the insurance, statement and list formats.

  Exit: To exit the set up operations highlight operation "X" and press
  [Enter], or press the [ESC] or [X] key.

*DRIVES Change Data Path

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

  Your data path assignment was  set up  when  you  first used  MediSoft
  Advanced.  The data path assignment shown on this screen tells MediSoft
  Advanced where to look on your  computer's hard disk for its data.
  If this  data  path is  incorrect the  system will not be able to find
  information it needs to run.  The data path assignment was set up when
  MediSoft  Advanced  was  installed  and  need  only  be changed if you
  decide  to  move  your  MediSoft   Advanced  data   files  to  another
  subdirectory.
.PA

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

>CHANGE
>PATH

  If you want to change your data path assignment, press "Y" and enter
  the new data path.  Otherwise, press "N" to leave the data path
  assignments unchanged.  A valid data path contains the disk drive
  letter and a subdirectory name, like this:

                         Data Path: C:\MEDISOFT\

  It is important to note that data files contain the information you
  have entered in your MediSoft Advanced program.
*CREATE Create Data Files
>CONT

  The data path is not able to find data that matches the data file
  extension and therefore the program is asking if you wish to create
  data files with the specified data file extension.
  If you have entered the wrong data path, then enter 'N' for no to
  re-enter the data path.  Answer "Y" for yes if you wish to create a new
  set of data files.

*8 Setting Up Your Practice

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

  This option allows you to enter general information about your
  practice and other information needed by MediSoft Advanced.

  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 information shown;  Press
  [ESC] to abandon any changes made or to return to the Set Up Office
  submenu.
.PA

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

  Office Name:  Enter up to 30 characters for the business title of your
  practice (i.e. Valley Medical Clinic), or the name of the doctor, if
  desired, in a solo practice.
.PA
>OFFSTREET

  Office Street:  Enter up to 30 characters for the street or mailing
  address for the practice (i.e. 123 W. Main).
.PA
>OFFCITY

  Office City:  Enter the name of the city where your office resides.
.PA
>OFFSTATE

  Office State: Enter the postal two letter state code.  For example,
  Arizona would be AZ, California is CA.
.PA
>OFFZIP

  Office Zip Code: Enter the postal zip code for your office.

  Note:  If you have set up Zip Codes in Address Code Information, you
  may utilize zip code look-up by leaving the City and State fields
  blank.  At the Zip Code field, enter a five digit zip code that matches
  a Z type address code, then the city and state from that address code
  will be inserted for this city and state.
.PA
>OFFPHONE

  Office Phone:   Enter up to  10  digits for  the phone  number with no
  punctuation.     MediSoft   Advanced  will   insert  the   appropriate
  punctuation for you.
.PA
>OFFTAXID

  Office Tax ID#:  Enter up to 15 characters for this ID number.
.PA
>EOPDATE

  End of Period Date:   Enter six digits in  MMDDYY format  (two digits
  each for the  month, day  and year).   When you first set up MediSoft
  Advanced, this date is  used  as the ending date for the last billing
  period (a cutoff date for your beginning balances).  As you do end of
  month processing, the system changes this  date to the  date you used
  when the month-end process was done.   This  data  appears on reports
  for the date of patient balance forward amounts.
.PA
>OFFTYPE

  Practice Type: Select the appropriate code for your office type.  If
  your specific specialty isn't listed, select 'M' for Medical.  This
  selection includes general settings that fit most practices.

  When Anesthesia is selected, the transaction entry screen (option 3-1)
  will allow UNITS and MINUTES to be entered.

  When Chiropractic is selected, the EXTRA DIAGNOSIS DESCRIPTION field
  in the patient's record is used to store the LEVEL OF SUBLUXATION.
.PA
>TITLEPAGE

  Print Title Pages:  Enter Y if you want each report to be prefaced
  with a page that lists the name of the report, date prepared and
  parameters selected.  Otherwise, enter N to skip title pages when
  printing reports.  We suggest that the title pages be used on reports
  because this information can serve to clarify the data shown on the
  report, particularly when the report is reviewed at a later date.
.PA
>OFFDEFLOC

  Default Location Code:  Enter the place of service (location) code, if
  you want to eliminate the requirement of entering a location in every
  billing transaction.
.PA
>OFFDEFDX

  Use Default Diagnosis: Enter Y if you want to use the default diagnosis
  set up in patient information and eliminate the requirement of entering
  the same diagnosis in every billing transaction.  Otherwise, enter N to
  leave the diagnosis default value blank.
.PA
>OFFCALC

  Calculate Extended Amount:  Enter Y if you want the amount entered in
  Transaction Entry to calculate an extended amount, (multiply amount by
  the number of units).  If you do not want to calculate an extended
  amount enter N.
  Procedure codes with a Type of Service of "7" will NOT calculate an
  extended amount, even if this is answered yes.  In this case the units
  are recorded as minutes in the EMC file.

.PA
>OFFOPEN

  Line Item Document:  Enter Y if you want to have the program generate
  an unique document for each line item (charge) entered in 3-1
  Transaction Entry.  This feature will allow you to apply payments,
  adjustments and comments by line item. (For more detail, press F1 Help
  at the Document field in 3-1 Transaction Entry.)

  Enter N if you want the entries entered in 3-1 Transaction Entry to be
  assigned the same document for each batch.
.PA
>PATPAYCODE

  Default Patient Payment and Write-off codes:
  This patient payment/write-off code is used in Payment Application (in
  MediSoft Advanced) as a default.  This field can be left blank,
  because the payment application module will automatically fill it in
  the first time a payment is made.
.PA
>ZEROBILL

  Zero Balance Billing: When Y (for yes) is answered to this question the
  patient's balance will be checked before printing each insurance bill.
  If the patient's balance is zero, he/she will be excluded during
  insurance billing.  This has the effect of making the billing process
  execute quicker.  This feature may not be desirable for practices who
  collect the money up front from the patient before billing the
  insurance carrier.
.PA
>OFFHELP

  Display Help Messages:  Every field in this program has a one or two
  line of help associated with it.  This help appears in a box on the
  screen.  This help has three settings.  The 'Close' setting displays
  the help box close to the entry field.  The 'Far' setting displays the
  help box at the bottom of the screen, except when the entry field is
  covered by it.  It then displays at the top of the screen.  The third
  setting turns off the help box.
.PA
>OFFWORDCAP

  Use Word Capitalization:  This program can automatically convert names
  to upper and lower case if it senses that only one case is being used.
  For example, if a name was entered as 'ABLE, JOHN', the program would
  convert it to be 'Able, John'.  This feature can be disabled by
  entering N for no here.
.PA
>OFFSOUND

  Use Confirmation Sound:  When data is saved a confirmation beep will
  sound.  Enter Y for Yes to allow the program to generate a confirming
  beep when the data is saved or N for No beep.
.PA
>OFFSAVER

  Screen Saver Interval:  MediSoft has a screen saver built into it to
  help save computer monitor from burn-in.  The time interval to wait
  before the screen saver is activated is set here.  Enter the number of
  minutes from 0 to 59.  A value of 0 will disable the screen saver.
.PA
>BILLNOTES

  Create Billing Notes:  MediSoft allows an automatic generation of notes
  for statement and insurance billing.  These notes include the billing
  date, documents billed and what was billed (e.g. statements, Blue Cross
  etc.).  Enter Y for yes if you want to create these notes when billing
  statements or insurance forms. This feature can be disabled by entering
  N for no here.
*9 Printer Set Up

  This operation allow multiple printers to be set up, each with its own
  initialization and termination sequences.  These fields do not need to
  be set up in order to use the program.

>PRNDESC

  Printer Description:  Enter the description that you would like to
  appear on the printer selection list.
.PA
>PRNDEVICE

  Print Device Name:  Enter a valid DOS device name or file name.
  Appropriate device names are LPT1, LPT2 or LPT3.  Your computer must
  have the hardware installed to support your selection.

  File names can also be used.  For example, entering REPORT1.TXT will
  print the report to a text file of that name.

.PA
>PRNINIT

  Printer Initialization Sequence:  The values to be entered here can be
  used to set your printer in to a special mode, like compressed print
  mode.  The values should be entered in a decimal format, with a comma
  separating each value.  The values are unique to each brand of printer.
  You need to consult your printer manual.

  Example:
  My printer manual says that compressed print is: EMC P (or 27 80).
  I would enter 27,80 into this program.
.PA
>PRNTERM

  Printer Termination Sequence:  The values to be entered here can be
  used to set your printer in to a special mode, like non-compressed
  print mode.  The values should be entered in a decimal format, with a
  comma separating each value.  The values are unique to each brand of
  printer.  You need to consult your printer manual.

  Example:
  My printer manual says that non-compressed print is: EMC M (or 27 77).
  I would enter 27,77 into this program.

*11 Billing Codes

>BILLCODE

  Billing Code:   The billing code allows you to separate your patients
  for cyclical billing, collection status, credit rating or any other
  category you may wish to track.  The billing code may be any letter
  from A-Z or any number from 0-9.  An entry is required in this field.

>BILLDESC

  Description:   The Billing Code Description labels the code to help
  identify the meaning or grouping that this code has been given by you.

*12 Deposit Codes

>DEPCODE

  Deposit Code:  The deposit code allows you to separate your deposits
  for providers, account numbers, provider account numbers or any other
  category you may wish to track.  The deposit code may be any letter
  from A-Z or a number 0-9.  This field is required.

>DEPDESC

  Description:   The Deposit Code Description labels the code to help
  identify the meaning or grouping that this code has been given by you.

*SUPER Superbill Information

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

  This operation is used in setting up the superbill form available for
  printing in  MediSoft  Advanced.   The  superbill in MediSoft Advanced
  is  designed to be  printed before the patient appointment and used as
  an encounter form during the patient visit.

  The part of the superbill that may be user-defined is the center part
  of the report which may list procedure codes and/or diagnosis codes.
  The remaining parts of the report may not be changed.  A sample of the
  superbill  produced  by MediSoft  Advanced may  be found in the sample
  reports section of this manual.
.CO

  The procedure and diagnosis codes appear in two columns of 39 (78
  total) on the format screen and on the printed superbill.  You may
  enter two types of information to appear on the superbill: 1) enter a
  procedure or diagnosis code number which exists in your procedure
  files and the corresponding description will be filled in under the
  description heading; 2) enter text to give column headings, underlines,
  fill-in blanks for codes which are not often used, etc.  When you use
  codes which exist in your procedure files you also have the opportunity
  to have the standard price for the codes print on the superbill.
.CO

  Designing  your  superbill  in  MediSoft  Advanced  requires  some
  forethought; like deciding which codes to include on the superbill,
  deciding if you want to group certain codes together and how those
  groupings should appear.  One of the best helps you can use is probably
  in your front office already: your current paper superbill that is used
  with your manual bookkeeping system or your pegboard accounting system.
.CO

  As you are entering codes for your superbill you may use the following
  function keys:  Press [F1] for help; Press [F3] to save the superbill
  format; Press [F6] to search for a code by name; press [F8] to insert
  a line, Press [F10] to delete a line, press the up or down arrows to
  move up and down through the two columns; Press [ESC] to abandon
  changes to your superbill format and return to the Set Up Office
  submenu.

  Remember to keep in mind that the maximum number of codes or lines of
  text which may be included for printing on a superbill is 78.
*NEWUSER  Set-Up Security file

  If users with  security access  have not  been  previously  set-up for
  MediSoft  Advanced, then you are  prompted for a response to "Security
  File Does Not Exist,  Do You Wish to Create It?".   If you answer "N",
  you are returned to operation's  eight sub-menu  selection window.  To
  set up users and their security access, you must press "Y".

*SECURITY Set-Up Security

  As you set-up new users,  the default  security  access is "Y" for all
  tasks.  When setting up security access for multiple staff members, it
  is  recommended  that the  first user  be the  supervisor,  setting up
  himself/herself as  having  access to Set-Up Security, and then he/she
  continues to set up all other  staff members  without access to Set-Up
  Security.  This would give the supervisor sole power to determine what
  access each staff member should have,  while using  MediSoft  Advanced
  Patient Accounting.

  Note:  If you should press  Esc to Abandon the Set-Up Security screen,
  prior to setting up an user with security access levels, security will
  not be set-up.
.PA
>1

  User Name:  Enter up to ten  characters or press  [F6] to search for a
  user name that has already been set up.  The user's password will
  display in the Password field for existing users.  If you have more
  than one user set up with the same User Name, then the user's name and
  his/her password will display in the search window.
.PA
>2

  Password:   Enter up  to ten characters.   If you do not think you can
  remember  the password, please make note of it.  This password becomes
  part  of  the  user's  identity.     Users  may   not  enter  MediSoft
  Advanced without knowing his/her appropriate password.  The supervisor
  should be the only one whom is given access to Set Up Security. This
  would limit access to change access levels or delete users.
.PA
>3

  Each  task  listed has it's own  security access.  Press  [Enter]  to
  keep the response that is displayed.  If you do not  wish this user to
  have access to this task, enter "N", otherwise enter "Y".  (Note: Make
  sure you press  [Enter]  after you  enter  either "Y" or "N", to save
  your entry.)   Press F3 to save the user and his/her security access.

  If this is a new user, pressing Esc will abandon the set-up,  and this
  user will not exist.  For existing users,  pressing  Esc abandons only
  the changes you have made to his/her security access record.

  F10 to Delete users, will only display for existing users, and if the
  login user isn't the same as the user you have displayed here.
.PA
>PROCEDURES

  Procedures/Multilink:  Security access for this task includes both
  Procedure Code Information and Multilink Information from the Edit
  Information Sub-Menu Selection. If you do not  wish this user to
  have access to this task, enter "N", otherwise enter "Y".
.PA
>REPORTS

  Print Reports:  Security access for this task includes all reports in
  operation (4) Report Printing.  If you do not  wish this user to
  have access to this task, enter "N", otherwise enter "Y".
.PA
>BILLING

  Billing Formats:  Security access for this task includes Format Patient
  Statements, Format Insurance Forms, and Format Walkout Receipts. If
  you do not  wish this user to have access to this task, enter "N",
  otherwise enter "Y".
.PA
>INSURANCE

  Insurance Forms:  Security access for this task includes Print Patient
  Insurance Forms and Print Insurance Mailing Labels.  If you do not wish
  this user to have access to this task, enter "N", otherwise enter "Y".
.PA
>UTILITIES

  Condense/Rebuild: Security access for this task includes (9-4)
  Rebuild Data File Indexes, (9-5) Condense Data Files and Electronic
  Media Claims' Purge or Rebuild.  If you do not  wish this user to
  have access to this task, enter "N", otherwise enter "Y".

*CDATA Set Up Other Patient Screen
>

  In MediSoft Advanced you can define and set up custom patient entry
  fields and data.  These fields are displayed in Patient Information
  (operation 2-1) on the "Other" screen.

  When first entering the "Set Up Other Patient Screen" option, the
  screen appears blank, except for the "tab" headings that you normally
  see when in Patient Information (operation 2-1).  You can place your
  custom field anywhere below the "tabs".   To move around the screen
  use the arrow keys.
.CO Set Up Other Patient Screen

  There are two main components to setting up the screen.  They are the
  screen image (field prompts, headings) and the data fields (represented
  by little squares on the screen).  The screen image can be created by
  positioning the cursor (using the arrow keys), then typing text.  This
  text can be placed anywhere and is not connected to data fields.
.CO Set Up Other Patient Screen

  Adding Data Fields-

  To add a data field, first position the cursor where you want the
  field to begin, then press the F4 (field) key.  The "Edit Field
  Properties" window will appear.  In this window is where you set the
  characteristics of the field.  There are six parts to setting up a
  custom field.  They are:

       1. Field type                    4. Field length
       2. Field attributes              5. Format Code
       3. Field description             6. Help text
.CO Adding Data Fields

  The arrow keys, TAB and Shift-TAB keys are used to move between the
  fields in this window.
.CO Adding Data Fields
>DTYPE

  Field Type: The field type indicates how the data entered will be
  validated.  For example, if you select "Date" (use arrow keys), then
  this field will only accept valid dates entered in the format MMDDYY.

  The "Match" type field will allow you to set specific single character
  values to validate the data against.  For example, to set up a field
  that only accepts the value A, B, C or D, you would, first select
  "Match".  Then press [Enter].  Next you enter the values ABCD.

  Some of the field types will have a fixed field length associated with
  them.  These field lengths cannot be changed.
.CO Adding Data Fields
>FATTR

  Attributes: When the "Tab Stop" box contains an X, then this field
  will serve as a tab stop when doing data entry in operation 2-1.  When
  the "Required" box contains an X, then this field cannot be left blank
  when doing data entry in operation 2-1.

  To place an X in a box press the letter X key or the spacebar.  To
  remove an X press the letter X or the spacebar.
.CO Adding Data Fields
>FDESC

  Description: Enter a description for the field.  This description will
  be used as default field prompt and in the list and insurance form
  formatting operations to describe you custom fields.  When you press
  F3 to save the field information, the description will be placed to
  the left of the data field to server as a field prompt.  This
  description is actually being placed into the screen's image.  If
  there is conflicting text already in the screen image, no change to
  the screen image will be done.
.CO Adding Data Fields
>FLEN

  Field Length: Enter the length of the data field.

  NOTE: Some fields have a fixed field length and cannot be changed.
.CO Adding Data Fields
>FCODE

  Format Code: The custom data fields you set up can be included on
  insurance forms, statements and patient lists.  The "Format Code" name
  you set up here will be used when you design you forms to place the
  fields.  The format code must be unique, no other field may have the
  same format code name.  All custom format codes begin with the letter
  U, you provide the rest of the format code name.
.CO Adding Data Fields
>FHELP

  Help Text: Each field can have an associated help message tied to it.
  This will appear in the "Training Help" box when doing data entry.
  Placing the pipe symbol "|" before a word will cause it to be
  highlighted.
.CO Set Up Other Patient Screen

  Setting the Order of Data Entry-

  By default, the order you add new fields is the order the data field
  will be entered in Patient Information (operation 2-1).  You can
  change this by using the F5 (sequence) key.  After pressing the F5 key
  the data fields are displayed with a sequence number and they change
  color (yellow).  Move to the first field in your new sequence, press
  [Enter].  This field now will display 1 and change color again.  Next
  move to the second field and repeat the process until all field are in
  the order you would like them to be.  Press F5 (done) to exit the
  sequence setting mode.
.CO Set Up Other Patient Screen

  Moving and Coping Screen Image-

  To move text on the screen image, place the cursor under the text,
  then press the F7 (move) key.  The text to be moved will be
  highlighted.  Next use the arrow keys to place the text, then press
  [Enter] to "paste" it.

  Copying text works the same as moving, except that only a copy of the
  text is moved, while the original text stays put.
.CO Copying and Moving

  Moving and Copying Data Fields-

  To move a data field, place the cursor under the boxes for the field,
  then press the F7 (move) key.  The data field to be moved will be
  highlighted.  If there is text (in the screen image to the left of the
  data field, that text will also be highlighted and moved with the data
  field.  Next use the arrow keys to place the field, then press [Enter]
  to "paste" it.
.CO Moving and Copying Data Fields

  Copying data fields works the same as moving, except that only a copy
  of the field is moved, while the original field stays in its place.

  NOTE: To separate a data field from the text on the left, move the
  text first, then the data field.
.CO Set Up Other Patient Screen

  Deleting text and Data Fields-

  To delete text, use the arrow keys to position the cursor under the
  text you want to delete.  Then press F10 (delete).  The text will
  disappear.

  To delete a data field, use the arrow keys to position the cursor
  under the field you want to delete.  Then press F10 (delete).  The
  field will disappear.

  NOTE: If deleting an existing data field that may contain data for
  some patients, that data will be lost.
.CO Set Up Other Patient Screen
>CDSAVE

  Saving Screen Set Up-

  Press the F3 key to save your changes.  Any time fields are added or
  deleted for an existing patient file, your existing custom data file
  will need to be adjusted.  These changes are done when you save your
  new custom patient data screen.  Depending on the changes you made and
  the size of the custom patient file, these changes may take a long time
  to do.
  If any "Format Codes" have changed, you will need to make the
  necessary changes in your insurance/statement forms.  If any 'fields'
  were added or deleted, then the field numbers in the options 7's list
  formats will need to be corrected.
*6 Provider Information

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

  Addresses, tax ID and license number for each provider in your practice
  are accessed using this screen.

  Providers in your practice may be doctors, assistants, nurses,
  therapists, etc.  The practice analysis will show billing and receipt
  activity for each provider used in transactions and entered here.
  Insurance claim forms list the information entered here.  Solo
  practitioners may simply enter one provider.  You must enter at least
  one provider.
.CO

  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 information entered or changed;
  Press [F6] to search for providers by name; Press [ESC] to abandon new
  or changed information or return to menu.

  Note: Providers may also be entered by pressing the [F8] key in the
  patient entry or transaction entry operations when the cursor is
  positioned at the Assigned Provider: question.
.PA

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

  Provider Number:  Assign a unique number to each provider (valid
  provider numbers are 1 through 99).  If the number has already been
  used, the information corresponding to the provider number is displayed
  so you may review or change it.  Otherwise, you can enter the
  information for a new provider.
.PA
>PHYNAME

  Provider Name:  Enter up to 30 characters in the same format you would
  type it on an insurance form (ie: Dr. Richard Riley, M.D.).

  The address and phone information defaults to the practice address and
  phone, which you may change or simply press [Enter] to use the address
  for the practice as the address for the provider.
.PA
>PHYSTREET

  Provider Street:   Enter up to 30 characters for the street address.
.PA
>PHYCITY

  Provider City:  Enter the name of the city.
.PA
>PHYSTATE

  Provider State: Enter the two letter postal state code.  (i.e. AZ for
  Arizona)
.PA
>PHYZIP

  Provider Zip Code: Enter the zip code for the provider address.

  Note:  If you have set up Zip Codes in Address Code Information, you
  may utilize zip code look-up by leaving the City and State fields
  blank.  At the Zip Code field, enter a five digit zip code that matches
  a Z type address code, then the city and state from that address code
  will be inserted for this city and state.
.PA
>PHYPHONE

  Provider Phone:  Enter up to 10 digits with no punctuation.
.PA
>PHYSIG

  Signature on Ins:  Enter Y to print information in the provider
  signature area on insurance claims. Note: The insurance carrier setup
  screen determines what will print in the provider signature area on
  claim forms for that carrier ("Signature on File" or "Names").  The
  answer to this question in provider setup determines if anything will
  print in the provider signature area.  Answer "Y" to print in signature
  area, answer "N" to leave provider signature area blank.  See the
  following section on insurance carrier setup for additional
  information.
.PA
>PHYMED

  Medicare Participating Provider:  Enter Y for yes if this provider is a
  Medicare Participating provider.
.PA
>PHYFEDTAX

  Federal Tax Indicator:  This field indicates whether the value in the
  next field (Social Security/Fed Tax Number:) is the provider's social
  security number or a federal tax identification number. Do not enter
  any punctuation for the social security number.

        E - Employer Federal Tax ID
        S - Provider's Social Security Number
.PA
>PHYSSN

  Social Security/Fed Tax Number:  Enter the provider's social security
  number or employer federal tax ID number according to the way the
  previous field (Federal Tax Indicator) was answered.  Do not enter any
  punctuation for the social security number.
.PA
>PHYLICNUM

  License Number:  Enter up to 15 characters for the provider's license
  number.
.PA
>PHYGRPNUM

  Group Number:  Enter up to 10 characters for the provider's group
  number (if any).
.PA
>PHYPIN

  Medicare PIN, Medicaid PIN, Champus PIN, Blue Cross/Blue Shield PIN
  and Commercial PIN: These five fields allow you to enter the provider
  identification numbers for each of these insurance types.

  These numbers will print only on insurance claims for the named
  carriers.  Medicare, Medicaid, Champus, Blue Cross/Blue Shield
  and Commercial for every other carrier.  See the following section on
  insurance carrier setup for additional information.
.PA
>PHYUPIN

  UPIN:  Enter this provider's UPIN (Unique Physician Identification
  Number).  This number is usually used in conjunction with referrals.
.PA
>PHYSPEC

  Provider Speciality:  Enter the three characters as defined by your
  insurance carrier, if required.  This field may be needed for your
  electronic claims submission.
.PA
>PHYHCIN

  This field is an extra ten character field for your own personal use.
  It represents what you designate it to be.
*4 Insurance Company Information

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

  Information   for  the  insurance  carriers  you  want  to  bill  with
  MediSoft Advanced is entered and corrected in this operation.

.CO

  Note: Insurance carriers may also be set up "on the fly" in the patient
  information operation by pressing [F8] when the cursor is positioned at
  the 'Insurance Company:' question.

  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 new or changed information;
  Press [F6] to search for an insurance carrier by name; Press [ESC] to
  abandon changed information or return to the menu.
.PA

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

  Insurance Number:  Assign a unique number, up to four digits (9999
  maximum), to each insurance carrier.  If the number has already been
  used, the corresponding information is listed so you may review or
  change it.  Otherwise, you can enter information for a new carrier.
.PA
>INSNAME

  Insurance Name:   Enter up to 30 characters for the name of the
  insurance carrier.
.PA
>INSSTREET

  Street: Enter up to 30 characters for the street address.

  Address Line #2: Some address require an extra line for the address.
  This field accommodates this.
.PA
>INSCITY

  City: Enter the name of the city.
.PA
>INSSTATE

  State: Enter the two letter postal state code.  (i.e. AZ for Arizona)
.PA
>INSZIP

  Zip Code: Enter the zip code for the insurance carrier address.

  Note:  If you have set up Zip Codes in Address Code Information, you
  may utilize zip code look-up by leaving the City and State fields
  blank.  At the Zip Code field, enter a five digit zip code that matches
  a Z type address code, then the city and state from that address code
  will be inserted for this city and state.
.PA
>INSPHONE

  Phone: Enter the insurance carrier's phone number.  Enter up to 10
  digits with no punctuation.

  Fax Phone: Enter the FAX number of the insurance carrier.  Enter up to
  10 digits with no punctuation.
.PA
>INSPID

  Practice I.D. number:  Enter up to 15 digits for the number assigned
  by the insurance company for this practice.
.PA
>CAREOF

  C/O:  This is the 'Care of' field.  Enter up to 20 characters for an
  "in care of" line (ie: ATTN: Claims Dept.).
.PA
>INSPLAN

  Insurance Plan Name:  Enter up to 30 characters for the insurance plan
  name.
.PA
>INSTYPE

  Insurance Type:  Enter a letter to indicate the type of insurance this
  carrier provides.  This field controls how the insurance boxes at the
  top of the HCFA 1500 print.  It also controls how the carrier is
  handled within the program.
.PA
>INSPAYCODE

  Default Payment Code: This payment code is used in Payment Application
  (in MediSoft Advanced) as a default.  This field can be left blank,
  because the payment application module will automatically fill it in
  the first time a insurance payment for this carrier is made.
.PA
>INSWOCODE

  Default Write-off Code: This payment code is used in Payment
  Application (in MediSoft Advanced) as a default.  This field can be
  left blank, because the payment application module will automatically
  fill it in the first time a insurance write-off for this carrier is
  made.
.PA
>INSNSET

  Procedure Code Number Set:  Enter the code number set corresponding to
  the set of  procedure  code  numbers this  insurance  carrier accepts.
  Valid code number sets are 1, 2 or 3.  These numbers correspond to the
  fields used to enter procedure and diagnosis codes.

  For example, if you assign code number set 2 to an  insurance  carrier
  in this operation, the  numbers entered in  "Code Number 2" will print
  for every procedure on claim forms for this carrier.
.CO

  The reason MediSoft  Advanced allows  three numbers for each procedure
  is to have the capability to provide an alternate number for procedures
  for insurance  carriers  which require  it or if offices want to use an
  "in-house" code  for a procedure but still print the CPT number on
  insurance claims.   The  system "cross references" procedure codes when
  they are set up properly.   See the section on procedure and diagnosis
  code setup for more information.
.PA
>SIGFILE

  Signature on File:  Your answer to this question determines what will
  print in the patient and provider signature areas on insurance claim
  forms.  Enter "Y" to print Signature on File, enter "N" to print the
  provider and patient names or leave this answer blank if you want to
  leave the signature areas blank on insurance claims.

  The answer to this question determines what may print in the signature
  areas on insurance claims for this carrier; the answer to the
  "Signature on Ins:" questions in provider and patient setup determine
  if information prints in the signature areas.
.PA
>INSPPIN

  You must tell MediSoft Advanced whether to print PIN number on your
  HCFA-1500 insurance claim forms.

  Print PIN on Insurances:  This question may be answered in three ways.
  Enter "P" to print the provider's name and PIN in column H of box 24
  (on the HCFA-1500 (1-84) form) or in column K of box 24 (on the
  HCFA-1500 (12-90) form); enter "N" to print the PIN number only; leave
  this question's answer blank to not print any information in box 24H
  or 24K.

  The PIN numbers for the different carriers, are setup in provider
  information.
.PA
>INSDELAY

  Delay Secondary Billing:  Enter "Y" to instruct MediSoft Advanced to
  wait to send an insurance claim to this carrier until the primary
  insurance has made a payment if this carrier is the secondary insurance
  for a patient.  Enter "N" to print this carrier's claim at the same
  time that the primary insurance claim is printed if this is the
  secondary carrier.
.PA
>INSCLAIMS

  Claim Print: This field determines how the insurance claims will be
  printed.  The selections are:

                   P - Print claims on paper insurance forms
                   E - Send claims electronically (EMC or direct)
                   B - Both paper and electronic claims
.PA
>ETSCODE

  EMC Record Code:  Enter the two digit code specified by the EMC service
  for this insurance carrier.  This number is automatically assigned for
  most insurance carriers by the Electronic Claim Submission operation.
  The code need only be entered if you have more than one Medicare
  carrier in your state or if you have another special insurance billing
  application. The EMC service will inform you if this code is needed.
.PA
>EMCPAYORID

  EMC Payor ID: Enter the payor identification number for sending
  electronic claims.

  EMC Sub-ID: Enter the payor sub-identification number for sending
  electronic claims.
.PA
>INSHCIN

  This field is an extra ten character field for your own personal use.
  It represents what you designate it to be.

*5 Address Information

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

  The addresses feature in MediSoft Advanced is used to store information
  for patient employers, referral sources and service facilities (ie:
  hospitals, nursing homes).   In operation 2-1, Patient Information, you
  are able to use the address numbers set up here.
.CO

  Note:  Addresses may also be set up "on the fly" in the patient
  information operation by pressing [F8] when the cursor is positioned at
  the Employer: field, the Referral Source: field or the Facility: field.

  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 a new or changed address;
  Press [F6] to search for an address file entry by name; Press [F10] to
  delete address file entries; Press [ESC] to abandon changed information
  or return to the Set Up Office submenu.
.PA

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

  Address Number:  Assign a unique alphanumeric identifier for each
  address, up to five characters in length. (ie 125, AB22 or RICH).
.CO

  Some thought should be given to the numbering system you plan to use
  for addresses.  You may, for example, want to print a list of all
  referral sources.  Since there is no information in the system to
  differentiate referral sources from patient employers or service
  facilities it would be convenient to assign the first character of a
  referral source the letter "R".  Following this suggestion, an address
  number could be R1234 or RALPH or RA123.  When assigning address
  numbers like this you could get a list of referral sources by printing
  a list of addresses and specifying a range of addresses of R-RZZZZ.
  This would print a list of all referral sources (addresses starting
  with the letter "R").
.CO

  Pressing [F8]New at this field will tell the program to automatically
  generate an address code for you based on the "Address Name" entered.
.PA
>ADDTYPE

  Address Type:  This field provides a way to categorize the addresses.
  The categories are:

     A - Attorney     E - Employer     F - Facility
     L - Laboratory   P - Provider     R - Referral
     O - Other        Z - Zip Code

  The Address Type R is any Referral Source that you may wish to set up
  that is not defined by one of the other address types.  For referring
  providers, it is suggested that you set them up as an address type P
  Provider.
.CO Address Type

  Note:  The Address Type Z for Zip Code allows you to utilize a zip code
  look-up feature.  If you leave the City and State fields blank for
  set-up information such as patient, providers, and addresses other than
  zip code, etc., then the zip code look-up feature is activated.  At the
  Zip Code field, enter a five digit zip code that matches a Z type
  address code, then the city and state from that address code will be
  inserted for the City and State fields.
.PA
>ADDNAME

  Name: Enter up to 30 characters in the same format you would formally
  address the individual or company.  For example, Mr. John Smith,
  Whitman Implement Company or Jay D. Warren, M.D.  For Zip Codes, the
  name may designate specific areas of the city or state. (e.g. North
  Mesa, Southern Arizona, etc.)  This field is required.
.PA
>ADDSTREET

  Street:  Enter up to 30 characters for the street address.
.PA
>ADDCITY

  City:  Enter the name of the city.
.PA
>ADDSTATE

  State: Enter the two letter postal state code.  (i.e. AZ for Arizona)
.PA
>ADDZIP

  Zip Code: Enter the zip code for the address.
.PA
>ADDPHONE

  Phone:  Enter up to 10 digits with no punctuation.

  Fax Phone: Enter the FAX number for this address.  Enter up to 10
  digits with no punctuation.
.PA
>ADDCAREOF

  C/O:   Enter up to 20 characters for an "in care of" line (ie: ATTN:
  Personnel).
.PA
>ADDID

  ID: This field can be used to store and identification number for this
  address.  For example, if this was a facility or hospital, the ID would
  be placed here.
.PA
>ADDHCIN

  This field is an extra ten character field for your own personal use.
  It represents what you designate it to be.
.PA
>DELETE

  Deleting Addresses

  To delete an address, press [F10] at the Address Number field.  Enter
  the address number you want to delete.  The address will be displayed
  and you will be asked to verify your choice to delete the address.
  Press "Y" to delete the address, press "N" to leave the address in
  your system.  Press [ESC] to leave the delete mode.
*2 Procedure Information

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

  Diagnosis and procedure codes are used constantly as you record
  transactions and prepare insurance billings.  These codes are entered
  and maintained in this operation.

  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 a new or changed code;  Press
  [F6] to search for codes by name; Press [F10] to delete codes;  Press
  [ESC] to abandon changes to a code or to return to the menu.

  Note: Procedure codes and diagnosis codes may be entered by pressing
  [F8] when the cursor is positioned at the procedure or diagnosis field
  in the transaction entry operations.
.PA

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

  Procedure Code:  Assign a unique number, up to 10 characters, to each
  procedure or diagnosis code.  If the number has already been used, the
  corresponding information is displayed so you may review or change it.
  Otherwise, you can enter the information for a new code.
.CO

  The code entered here is the code by which the procedure or diagnosis
  is accessed in the system during transaction entry and is "code number
  set 1" for insurance claim printing.  This means that you may use an
  "in office" number for a procedure and still have a CPT code print on
  an insurance claim form (for procedures only, not diagnoses) by putting
  the actual CPT code in under "Code 2" or "Code 3" on the procedure code
  entry screen.  If you want to use this feature of MediSoft Advanced be
  certain that you have assigned the proper code number set in the
  insurance carrier setup operation.
.PA
>PROTYPE

  Procedure Type:  Every code must be assigned a type classification.
  These classifications tell MediSoft what type of code you are entering.
  It is important that you assign the correct code type to each procedure
  you enter in MediSoft because the report and billing operations rely
  on the code type to produce correct reports and billing forms.
.CO Procedure Type

  Following are the available code types:

  C - (charge) Services rendered for the patient.  Only charge type
      procedure codes are printed on an insurance claim form.
  P - Payments submitted by the patient in the form of a check.
  S - Payments submitted by the patient in the form of cash.
  I - Payments submitted by the patient's insurance company.
  O - Patient "copay" payment paid in the form of a check.  This code is
      to be used for the 5 or 10 dollar office visit copay for HMO or PPO
      insurance plans.
.CO Procedure Type

  H - Patient "copay" payment paid in the form of cash.  This code is to
      be used for the 5 or 10 dollar office visit copay for HMO or PPO
      insurance plans.
  A - (Standard Adjustment) Adjustments to the patient's account, which
      are applied to the patient responsible total.  Used for correcting
      differences in services charged and payments received and for
      account writeoffs.
  B - (Insurance Adjustment) Adjustments to the patient's account,
      which are applied to the insurance share of the charges.
  K - (Inside Lab) Lab work that is done within your clinic.
  L - (Outside Lab) Lab work that is done outside of your clinic that you
      will bill on your insurance form.
.CO Procedure Type

  E - (Comment) This procedure type indicates that this item exists to
      provides additional comments.
  R - (Credit Card)  Payments submitted by the patient in the form of a
      credit card.

.PA
>PRODESC

  Description:  Enter up to 30 characters which appears whenever you
  indicate this code for transactions.

  Some types of practices need to have additional lines in the procedure
  box on insurance claim forms to further describe a service.  To use
  additional lines, set up a procedure code as a "comment" code (type E).
  When you enter a transaction using this procedure code, information
  entered in the diagnosis field of the transaction will be printed in
  the procedure description area for that transaction on insurance
  claims.  This feature is implemented in this way to allow you to type
  in additional description information or use a predefined additional
  description diagnosis code. Entering additional description information
  in this way will not affect diagnosis printing on insurance claims.
.PA
>TOS

  Type of Service:  Enter the character or characters that indicates the
  type of service (ie: 1=Medical Care, 2=Surgery, 3=Consultation, etc.).
  Up to three characters may be entered in this field and they may be
  alphabetic or numeric.  Some insurance carriers require that a
  different set of codes be used: check with your insurance carriers
  for their requirements.
.PA
>PROCHARGE

  Standard Charge (A):  Up to 26 different prices may be assigned to
  each procedure in MediSoft Advanced.  This is charge A, the other 25
  charges (B-Z) appear at the bottom of the screen.  You may override
  any standard charge amount when entering transactions.
.PA
>PROCOST

  Standard Cost:  Enter the estimated cost of this procedure.  This cost
  appears on the practice analysis report and may be used for profit
  analysis.  This number is not required.
.PA
>PROACCT

  Accounting Code:  Enter up to four digits to indicate a classification
  for your internal office accounting records for transactions containing
  this procedure code.  This code may be alphabetic to give a description
  or it may be numeric to indicate a general ledger account number.  The
  practice analysis report will report on these codes.  The accounting
  code is normally used by your accountant to classify the dollars
  associated with the code for your financial statements.
.PA
>PROTIME

  Time to Perform:  Enter the amount of time required to perform this
  procedure in minutes.
.PA
>PROSCLASS

  Service Classification:  Enter a letter (range A to H) in this field
  to designate a service classification for percentage of insurance
  coverage for this procedure.  This service classification will be used
  later in billing to define the percent covered by a patient's insurance
  carriers.

  An  example  of  different  coverage for different procedures could be
  inpatient hospital  services,  outpatient hospital services and office
  services.  This feature is  provided to allow  you to assign different
  coverage percentages for service classifications in the patient
  information operation.
.CO

  The A-H coverage percentages in the patient information operation will
  correspond to the service classification assigned here to allow
  MediSoft Advanced to calculate the estimated patient portion of charges
  on the transaction entry screen and on the patient statement.

  MediSoft Advanced can "cross  reference" procedure code numbers
  depending upon the numbering system required by some insurance
  companies.
.PA
>PROCODE2

  Code Number 2:, Code Number 3:  These two fields are for the translated
  codes for this procedure as required by each insurance company.  These
  code numbers are printed for the procedure on insurance claims.  The
  code number that prints on insurance claims is determined by your
  answer to the  Procedure Code Number Set:  question in the  insurance
  carrier setup operation.

  Be certain to keep the code number sets separated correctly.  That is,
  always  use  code  #1 for CPT,  code #2 for CRVS,  etc.   You  are not
  required to use any of the  code numbers for specific code number sets
  and the code number set does not need to be  defined (meaning that the
  system does not  need to  know the  numbering system you are using for
  your procedures) for MediSoft Advanced.
.PA
>PROPONLY

  Patient Only Responsible: Answering yes (Y) to this field indicates
  that this procedure will only be billed to the patient, not to any
  insurance carriers.  The patient is the only one responsible for paying
  this fee.
.PA
>PROIONLY

  Print Only for Carriers: Use this field to indicate that this procedure
  will only print on insurance forms for the specified carriers.  Single
  or multiple carriers can be specified.  Enter the insurance carrier
  number (as set up in this program).  To specify multiple carriers,
  enter the each insurance carrier number separated by a comma.

  For Example:
      Single Carrier    -  10
      Multiple Carriers -  10,50,99
.PA
>PROIDONT

  Don't Print for Carriers: Use this field to exclude this procedure from
  printing on insurance forms for the specified carriers. Single or
  multiple carriers can be specified.  Enter the insurance carrier number
  (as set up in this program).  To specify multiple carriers, enter the
  each insurance carrier number separated by a comma.

  For Example:
      Single Carrier    -  10
      Multiple Carriers -  10,50,99
.PA
>PROMALLOW

  Medicare Allowed Amount: The amount entered in this field will be used
  in estimating the amount to write off for Medicare insurance claims
  (when Medicare is the primary carrier).  Payment application (3-2) will
  attempt to place values in this field if left blank.
.PA
>PROCHARGEBZ

  Standard Charges B-Z:  For the standard charges listed enter the price
  you want to have associated with each letter.  These charges are used
  later in billing services to your patients.  Each patient is assigned
  one "set" of prices for procedures by designating a "Price Code" of A-Z
  on the patient information screen in operation 2.  For example, a
  patient assigned price code "C" on their patient information screen
  will be charged the "C" price for each procedure billed.  The price
  may be overridden at the time the charge is entered.
*7 Multilink Codes
>PROMCODE

  A "multilink" code represents groups of related services that may be
  performed for a patient.  When a multilink code is entered in a
  transaction, up to eight linked codes will be automatically entered on
  the transaction screen.

  The  Multilink Code  feature in MediSoft  Advanced allows a series of
  services to be accessed with one code.  For example, let's assume that
  most patients with a diagnosis of streptococcal pharyngitis will be
  billed for an office visit, a rapid strep test and an injection of
  Bicillin-LA.  Instead of entering each item separately, a Multilink
  code may be created which lists all of these services by entering just
  one number instead of three.
.CO

            Multilink Code: STREP
            Description: Strep Procedures
            Link Code 1:  90050  Office Visit
            Link Code 2:  LAB12  Strep Culture
            Link Code 3:  INJBIC  Injection/Bicillin-LA

  You may define one procedure code, STREP in the above example, and link
  other existing codes to it.  This way, you merely enter the multilink
  code, STREP, to show all linked procedures.  The linked codes must each
  be set up as a normal procedure code with descriptions and charges.
  Diagnosis codes may not be accessed with a multilink code.
.PA
>PROMDESC

  Description: Enter a description for this multilink code.  This
  description will serve as a reminder to you, to describe this group
  of codes.
.PA
>PROMLINK

  Enter a valid (already set up) procedure code.
*3 Diagnosis Codes
>DIAGCODE

  Diagnosis Code: Enter ICD9 or other diagnosis code.
.PA
>DIAGDESC

  Description Line #: Up to two lines of description can be entered for
  each diagnosis.
*