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/MAHELPF.TXT

Text File | 1995-11-07 | 49KB | 1,141 lines

*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.
*