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/MAHELPM.TXT

Text File | 1995-11-09 | 24KB | 621 lines

*DATE Entering The System Date

  Press [Enter] if the date that appears is correct, or enter the date
  using a "MMDDYY" format.  Do not use any form of punctuation in the
  date field.

  Note:  This date will become the default in all the date fields during
  data entry in MediSoft Advanced.

*NEWUSER New User Information

  Enter the name of your practice as you would like it to appear on all
  of the reports generated by MediSoft Advanced.  Also enter the serial
  number of your program (this is found on DISK 1)

*NEWDATA Data Files Are Not Set Up

  Data files with the specified password extension have not been set up.
  The data file extension is determined at the command line.  If you
  typed MA and then pressed enter, the default extension MED is utilized.
  Otherwise, the data file extenstion is the identified by the three
  letters after MA. (e.g. MA TST the data file extension is TST.)
  Answer "Y" for yes if you wish to create a new MA4PASS file and
  continue the process of creating a new set of data files, otherwise
  enter "N" for no.

*SECURITY Security Name and Password

  Enter the user name and password that was established in Set Up
  Security.  The password will display asterisks to maintain security.
  If you have typed an incorrect user name and password, you will not be
  allowed to continue.  You may however, re-try input.

*SEARCH F6 Search

  This search enables you to find the desired information based on the
  available indexes for the specified field.  Please refer to the help
  line at the bottom of the screen for F2 Index.

  Within parenthesis is the current search by index available for this
  search.  Press F2 to switch to the next index search.  Pressing F2
  toggles between the possible index searches available for this field.

  For description or name index search, you may enter a partial or the
  complete name/description to find the possible matches.  On the other-
  hand, code, ID or chart number searches usually require the complete
  code, ID or chart number to find the exact match.
.CO (SEARCH) F6 Search

  To select one of the items from the search window, press the number
  (1-9) that matches your choice or use the arrow keys to highlight your
  selection and press the [Enter] key.  If you wish to abandon the search
  list, press ESC.

  To abandon the search, at the Search Key input field press ESC.

*1 (1) Set Up
  Practice
>MAIN

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

  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.
.CO (1) Set Up Practice

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

  Notice that as you select operation 1 from the MediSoft Advanced menu
  the box around the menu selection 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 sub-menu allows you to enter or
  change "general" set up information in MediSoft Advanced.  This
  information is used to generate insurance forms, patient bills and
  other reports in MediSoft Advanced.
.CO (1) Set Up Practice

                          S U B - O P T I O N S
>1

  Office Information: Press 1 to change office information for MediSoft
  Advanced.
>2

  Set Up Printers: Press 2 to assign printers to MediSoft Advanced.
>3

  Change Data Path: Press 3 to change your data drive assignment.
.CO (1) Set Up Practice
>4

  Format Patient Statements:  Press 4 to design or change patient
  statement formats.
>5

  Format Insurance Forms: Press 5 to design or change insurance formats.
>6

  Format Walkout Receipt: Press 6 to design your walkout receipt format.
.CO (1) Set Up Practice
>7

  Set Up Superbill: Press 7 to design your superbill.
>8

  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.
.CO (1) Set Up Practice
>9

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

>10

  Exit: To exit the set up operations highlight operation "X" and press
  [Enter], or press the [ESC] or [X] key.
*2 (2) Edit Information
>MAIN

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

  Information on your patients, the care givers in the practice,
  insurance carriers, procedure codes, diagnosis codes and addresses for
  patient employers, referral  sources and facilities where you perform
  services are entered in operation 2.  The submenu display  window
  lists the suboptions available as a reminder.

  To use this operation, press 2 or use the arrow keys to highlight 2
  and press the [Enter] key.
.CO (2) Edit Information

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

  Notice that as you select operation 2 from the MediSoft menu, the box
  around the menu selection changes positions from the left side of the
  menu (main menu) to the right side of the screen (sub-menu 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 in MediSoft Advanced.  This
  information is used to generate insurance forms, patient bills and
  other reports in MediSoft Advanced.
.CO (2) Edit Information

                          S U B - O P T I O N S
>1

  Patient Information:  Like manually maintained patient charts, the
  patient information file contains  the information necessary to
  complete insurance claim forms and record patient visits.

  Press 1 to set up your patient files when you first begin working
  with  MediSoft Advanced.  Later, you can add new patients and update
  previously entered patient information.

  There are eight screens used with this operation -- personal, policy
  1, policy 2, policy 3, condition, diagnosis, account and
  other screen.
.CO (2) Edit Information
>2

  Insurance Information: Press 2 to add insurance carriers to MediSoft
  Advanced or change information on existing insurance carriers.
>3

  Address Information:  Press 3 to add or change addresses.  This
  feature allows you to recall addresses for patient employers, referral
  sources and facilities where you render service with one number,
  saving you the trouble of typing in the entire name and other
  information.
.CO (2) Edit Information
>4

  Provider Information: Press 4 to add providers to MediSoft Advanced
  or change information for providers already in the system.
>5

  Procedure Code Information:  Press 5 to add or change procedure codes.
>6

  Multilink Information:  Press 6 to add or change multilink codes.
>7

  Diagnosis Information:  Press 7 to add or change diagnosis codes.
.CO (2) Edit Information
>8

  Exit: To exit the Edit Information sub-menu, highlight operation "X"
  and press [Enter], or press the [ESC] or [X] key.

*3 (3) Entry Operations
>MAIN
>1

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

  All  billing transactions are recorded in this sub-operation
  including charges, adjustments, patient payments and insurance
  payments.   After a transaction is recorded in this operation it is
  then available to be printed on an insurance claim form or any of
  the  other  reports available in MediSoft Advanced.
.CO (3) Entry Operations

  During use of this operation the following functions are available to
  you and are listed on the last line of the screen:

   [F1] to get Help on this operation
   [F2] to enter a note for a patient (when cursor is located at the
        chart number field)
   [F3] to Total the transactions entered
   [F4] to pop up payment application to apply patient or insurance
        payments patient chart)
   [F5] to enter a recall appointment
   [F6] to search for Patient Chart Number, Procedure Code or
        Diagnosis code in the appropriate field
.CO (3) Entry Operations

   [F7] to pop up a patient ledger window to view patient balances,
        change and delete transactions or apply payments
   [F8] to add patients, procedure codes or diagnosis codes on the fly
        (meaning that you may add or change a chart, code, or address
        immediately)
   [F9] to  change previously entered transactions.

.CO (3) Entry Operations

  Each of these functions will be available at different times during
  the use of this operation.  When a function is available it will be
  listed on the last line of the screen and may only be used at that
  time.
.CO (3) Entry Operations
>2

  Payment/Deposit Entry:  This operation allows you to apply a payment
  over several documents, and to more than one patient.  Insurance
  payments or patient payments may be applied within this option.


  Although MediSoft Advanced does not require the entry of a document
  number, the before mentioned operations will not work correctly in the
  absence of a matching the document number to the appropriate charge in
  applying payments.
.CO (3) Entry Operations
>3

  Appointment Entry:   The appointment entry operation is  used to enter
  recall    appointments   and   appointment  information  for  printing
  superbills.  Although this operation tracks patient appointment times,
  it is not intended to be used for patient scheduling.
>4

  Create Finance Charges:   This  operation allows you to  automatically
  create  finance  charges,  carrying charges, late charges or any other
  type of percentage calculated charge on past due patient balances.

.CO (3) Entry Operations
>5

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

*4 (4) Report Printing
>MAIN

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

  The  reports  printed in this operation provide  valuable  information
  about  the  status  of your accounts receivable  and  other  important
  information to aid in management of your practice.
.CO (4) Report Printing

                          S U B - O P T I O N S
>1

  Print Transaction Journal:  Lists billing transaction sequentially.
>2

  Print Patient Ledgers:  Lists all billing transactions and notes
  entered for a patient, both current and history.  This report groups
  detail  by patient and gives patient account balances much like a
  ledger card  in a manual bookkeeping system.
>3

  Print Patient Aging:  Categorizes patient balances by age.
  Prints in a format which allows its use as a collection worksheet.
.CO (4) Report Printing
>4

  Print Insurance Aging:  Press 4 to print an aging of insurance bill-
  ing amounts by patient, grouped by insurance carrier.
.CO (4) Report Printing
>5

  Print Day Sheet: comes in three parts; procedures grouped by patient
  for the day, procedure summary for the day and receipt summary for use
  in verifying your bank deposit.
>6

  Print Practice Analysis:  Analyzes procedures for the month.  Suitable
  for submitting to your accountant for preparation of financial
  statements.  It has the capability for profit analysis on procedures.
.CO (4) Report Printing
>7

  Print Insurance Analysis: The insurance analysis report will given
  information about your insurance carriers such as: total number of
  claims, total charges, totals payments and payment turn around time.
  Capitation plans are included to tell you how you are doing.

  NOTE: Only entries billed and paid in Version 4 of MediSoft will
  appear on the Insurance Analysis report.  If you converted your data
  from a previous version, that information will be excluded.  Also,
  only policies that "Accept Assignment" qualify to print on this
  report.

.CO (4) Report Printing
>8

  Print Patient Referral Report:  tracks patient referral sources.
  Reports on revenue generated for patients from each referral source.
.CO (4) Report Printing
>9

  Print Unbilled Entries Report:  press 9 to print unbilled entries by
  patient, grouped by insurance carrier.
>10

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

*5 (5) Billing Operations
>MAIN

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

  One of  the  most  important  features of  MediSoft  Advanced  is  its
  ability to  print insurance claim forms and patient statements.   Both
  of  these important  functions  plus other functions are  accomplished
  in  this   operation.

  To  use this operation, either press 5 or use the arrow keys to  high-
  light Billing Operations and press the [Enter] key.
.CO (5) Billing Operations

                          S U B - O P T I O N S
>1

  Print Patient Statements:  Press 1 to print statements for patient
  accounts.
>2

  Print Patient Insurance Forms:  Press 2 to produce insurance claim
  forms.
>3

  Print Insurance Mailing Labels:  Press 3 to produce mailing labels
  for insurance carriers who had a claim form produced in the last batch
  of insurance claims.
.CO (5) Billing Operations
>4

  Superbills:  Press 4 to print superbills for patients with an appoint-
  ment entered in MediSoft Advanced.
>6

  When you have finished working with billing operations, press "X" or
  [Esc] to return to the main menu.

*6 (6) Create Electronic Claims
>MAIN
>1
>2
>3
>4
>5
>6
>7

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

  MediSoft  Advanced includes all the software you need to submit your
  insurance claims electronically using a common modem and telephone
  line.

  MediSoft  Advanced electronic claims is easy to use!  No computer
  communication experience is required and every step in the claims
  process is clear and simple.
.CO (6) Create Electronic Claims

  When your claims are sent electronically you can expect your insurance
  claim rejection and suspension rate to be drastically reduced.  Every
  claim sent through the clearing house is checked for data accuracy and
  omissions.  When you make a mistake on a claim it is easily corrected
  and resubmitted.
.CO (6) Create Electronic Claims

  Here's how the process works:

  1) Billing information is entered in MediSoft Advanced just as it
  would be if you were printing paper claim forms.

  2)  An electronic claim file is created from your MediSoft Advanced
  billing information.  The operation used to create the claims file
  works exactly like printing paper claims.

  3)  A verification report is printed showing exactly which claims will
  be transmitted in your next electronic claims batch.  If there is an
  error in the batch, create the batch again.
.CO (6) Create Electronic Claims

  4)  The claim batch is transmitted with the press of one key.  The
  electronic claims program automatically compresses the claim file to
  save transmission time, dials the claims clearing house on a local or
  800 number, transmits the claim file and during the same telephone
  connection receives the audit/edit report for the batch just transmit-
  ted which tells exactly which claims were accepted and which claims
  had errors and must be resubmitted.

  5) The audit/edit report is printed so that you may have a permanent
  record of which claims were received and an explanation for rejection
  of the claims which must be resubmitted.
.CO (6) Create Electronic Claims

  6) After your claims are received by the claims clearing house they
  are quickly forwarded to the appropriate insurance carriers.

  Submitting your practice's insurance claims electronically improves
  your office's efficiency and reduces the amount of time needed to
  receive payment for your claims.

  To begin using electronic claim submission, complete and mail the
  EMC service agreement which was included in your MediSoft Advanced
  package.  The MediSoft technical support staff is  available to answer
  any  questions  you  might  have  about  using  the  electronic claim
  submission  program.
*7 (7) Print Patient List
>MAIN
>1
>2
>3
>4
>5
>6
>7

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

  One of the most powerful features in MediSoft Advanced is its
  capability to create a custom list of information stored in the system.
  The list formatter can be used to produce a list report, mailing
  labels, file folder labels or even to export information from MediSoft
  to be used in word processors, database programs or spreadsheets.

.CO Print Patient List
>8

  Exit: To exit this submenu highlight operation "X" and press [Enter],
  or press the [ESC] or [X] key.
*8 (8) Month-end Processing
>MAIN

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

  Month-end Processing:

  This operation is used to process your billing transactions at the end
  of  each  month.  When you run this operation,  the  following  things
  happen:

  1)  Current  entries with dates up to and including the  date  of  the
  update are removed from the entry file, transferred to history and the
  balance of the current entries is placed in the 30 day balance.
.CO Month-end Processing

  2) Payments are applied to the patients' oldest balance.

  3)   The existing patient balances are moved down one place  (previous
  30 day balance goes to 60 days, 60 day balance is added to existing 90
  day balance).

  4)  This operation will allow you to optionally delete patients with a
  zero balance, purge completed appointments, purge missed  appointments
  and purge your billing history file.
.CO Month-end Processing

  With  all the changes that happen in this operation, a great  deal  of
  care  needs to be exercised.  Since transactions are removed from  the
  current  entry  file,  you  must  run all  reports that depend on this
  information  before running the month-end processing operation.  Since
  patient balances are moved to the next aging slot you may only run the
  month-end processing operation once per billing cycle, usually monthly.
  If the month-end process is done at any  time  other  than  at the end
  of a month or done  several times, the patient aging will be incorrect.

  We suggest that you review the end of period processing information in
  chapter 8 of the MediSoft Advanced manual before running the month-end
  processing operation.   Pay particular attention to making a backup of
  your data before the month-end processing operation is used.
*9 (9) Utilities
>MAIN

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

  The Utilities  operation  is  used to perform file maintenance  and
  reconstruction,  to  backup  and restore your  files, and print the
  user information sheet and the audit entry report.    To  use  this
  operation,  enter  "9"  from  the  MediSoft Advanced operations menu
  or highlight Utilities and press [Enter].
.CO (9) Utilities

                          S U B - O P T I O N S
>1

  Backup Data Files:  press "1" to backup your Medisoft data files onto
  floppy disks.  As files are written to the backup disk they are
  compressed.  This compression will save approximately 75% of the disk
  space normally needed to store the data files.   The floppy disks must
  be formatted by DOS before they may be used by MediSoft for storing
  backup data.
>2

  View Contents of Backup Disks: press "2" to view the names of the
  files on your backup disks and the date that the backup was made.
>3

  Restore Data Files:  press "3" to restore the backed up data files to
  your hard disk.   WARNING: When you restore a data backup you will be
  copying files from your backup disks over the data files which are
  currently on your hard disk.
>4

  Rebuild  Data  File  Indexes:   press "4" to  rebuild  the  index  for
  patients,  transactions, procedure and diagnosis codes, addresses  and
  appointments.
>5

  Condense  Data  Files:  press "5" to purge deleted  patients,  billing
  transactions,  procedure and diagnosis codes, addresses  and  appoint-
  ments from your data files.
.CO (9) Utilities
>6

  Print User Information Sheet:  press "6" to print a user  information
  sheet.  This report allows you to view much of the information entered
  in operation 2.  Statistical information like number of patients and
  disk storage space currently in use are also given.

>7

  Recalculate Patient Balances:  press "7" to recalculate patient
  balances, practice balances, last payment amount and reset the last
  payment date.
.CO (9) Utilities
>8

  Print Text File:  press "8" to print a text file to display or
  printer.
>9

  Print Audit Entry Report:   press "9" to print a report that lists
  entries that have been either changed  or  deleted, and patients that
  have been deleted.  Information included on this report are the date
  of change or deletion, the user's name who made the change, and the
  status of the entry (old, new, or del for deleted).
.CO (9) Utilities
>10 (X) Exit MediSoft

  Exit: To exit MediSoft highlight operation "X" and press [Enter], or
  press the [X] key.

  Before you exit the program, you will see a screen warning you to make
  backups of your data.  This is not only a good idea, it's crucial for
  safe bookkeeping.  It is inevitable that, through the years, your data
  will be corrupted through unexpected hardware or software problems.
  Making archival backups regularly insures that your records will
  remain SAFE.
*PRINTOPT Printer Selection

  Reports and lists can be printed or displayed to various places.  The
  printer selection list allows printing to the Printer (LPT1), the
  Display (computer screen) or to an ASCII (text) file.  Up to nine
  other choices are allowed and are user definable.  You will only see
  these other options (1-9) if you have set them up in Printer Set Up
  (operation 1-2).
.CO Printer Selection

  Printer Reports to a File-

  When selecting F for file, you will be prompted to enter a valid DOS
  file name.  The report will be placed in this file and can be edited
  using a text editor or word processor.  If you receive an ME error
  after entering the file name, then the file name you entered is not
  valid (or available) for printing.
.CO Printer Selection

  Custom Printer Set Up-

  If you have more than one parallel (printer) port, you can use the
  Printer Set Up operation to print reports to LPT2 (or LPT3 if
  installed).
*