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/MAHELPP.TXT

Text File | 1995-04-20 | 17KB | 397 lines

*LEDGER Ledger Window
>GENERAL

                        Using the Ledger Window

  The ledger window available in MediSoft Advanced is used to view
  patient accounts, select charge entries for payment to a patient
  account, change and delete transactions.

  The ledger window displays the patient's (and family's) account
  activity in document number order (alpha-numeric sort).  To display the
  account activity in chronological order, press the TAB key. The TAB key
  may be used to toggle between document number order and chronological
  order.  When the ledger is first displayed, it always shows the most
  recent entries.
.CO Ledger Window

  Patient Name-

  The second column heading only has an * (asterisk).  This is to
  reference the note above it, which indicates that this column displays
  the last character in the patient chart number.  This character is the
  family member identifier.  The head of household and the patient's
  chart numbers are displayed at the top of the ledger.  As the hilite
  bar is moved up and down the name following the "Patient:" prompt will
  change to reflect the name of the patient whose transaction is
  hilited. The birthdate of the patient is displayed to the right of the
  patient name.
.CO Ledger Window

  Aged Balances-

  The 30, 60, 90 balances listed in the ledger window are the past-due
  (or aged) amounts from charges that are in "history".  When the month
  end process is done (operation 8), all current transactions before or
  on the month end cutoff date (specified by you), are moved in the
  history transaction file.  The transactions in the "history" file are
  indicated with the letters "HIST" in the entry number column.

  The entries in the ledger are displayed sorted (alpha-numeric sort)
  by document number.  If you use the date in the format of YYMMDD as
  your document numbers, then the charge entries will be sorted in date
.CO Ledger Window

  order.  When payments are applied to charges, they should be given the
  same document number of the charge that they are paying.  Then the
  ledger will show charges grouped with the payment entries.
.CO Ledger Window

  NOTE: Even the transactions are sorted in document order, they are
  grouped by "history" and "current" transaction first.  For example, if
  a charge for document number 100 is in history, and a payment with a
  matching document number of 100 was just made (in current file), then
  these two items will not be displayed together in the ledger until the
  next month end process is done.
.CO Ledger Window

  Moving Around in the Ledger Window-

  The ledger window scrolls up and down to enable viewing all entries
  for the patient or family.  The movement keys are:

          [up arrow] - Move the hilite bar up one line
        [down arrow] - Move the hilite bar down one line
              [PgUp] - (page up) Move the hilite bar up one "page"
              [PgDn] - (page down) Move the hilite bar down one "page"

  Entries can be changed or deleted by hiliting the transaction, the
  pressing either the F9 (for change) or F10 (for delete) key.
.CO Ledger Window

  Ledger View-

  The ledger, by default, shows only an abbreviated view of the
  transactions.  To see more transaction information (i.e. billing
  dates), press the F4 (view) key.  Now each transaction line is
  displayed taking two lines on the screen.  The second line is given a
  different color (normally light blue), and displays additional
  transaction information.  Press F4 (view) again, will change the view
  of the ledger back to the abbreviated view.
.CO Ledger Window
>TRNSEL1

  Searching for an Entry-

  Pressing the F6 (search) key will display a Transaction Search window.
  In this window you specify what you want to search for.  First, select
  the transaction field to search on.  Use the up and down arrow keys to
  hilite the appropiate field.  Next press the [Enter] key, this will
  take you to the "Match:" field.  Enter the text you want to search for
  in the specified field.  Then press F6, to start the search.
.CO Searching for an Entry

  For example, to search for document 940503 you would first press the
  down arrow key twice (hiliting the "Document Number" item), then press
  [Enter].  Next, enter the text 940503.  Then press start key (F6).
  The Transaction Search window will disappear, and the hilite bar in
  the ledger window will be on the first transaction that matches
  940503.  If you would like to find the next item that matches 940503,
  press the F7 (next item) key.  This key is only available after you
  have pressed F6 Search to initiate a search.
.CO Ledger Window
>TRNSEL0

  Selecting Entries-

  Pressing the F8 (select) key will display a Transaction Select window.
  In this window you specify what you want to select.  First, select the
  transaction field to select on.  Use the up and down arrow keys to
  hilite the appropiate field.  Next press the [Enter] key, this will
  take you to the "Match:" field.  Enter the text you want to match in
  for your selection.  Then press F6 to start the selection.
.CO Selecting Entries

  For example, to select all transactions for document 940503 you would
  first press the down arrow key twice (hiliting the "Document Number"
  item), then press [Enter].  Next, enter the text 940503.  Then press
  start key (F6).  The Transaction Select window will disappear, and
  only the transactions that match document 940503 will be displayed.

  If you would like to add document 940504 to the displayed list, just
  repeat the above process for this document number.  You'll notice that
  three new options are given in the Transaction Select window.  They
  are: Start new list, Append list and Show all.  In this case you want
  to add document 940504 to the exist list.  After entering 940504 in
  the
.CO Selecting Entries

  "Match:" field, press [Enter].  Use the up and down arrow keys to
  select "Append List", then press F6 to start the selection process
  again.  The list that is now shown includes documents 940503 and
  940504.  To show all entries, press F8 (select) and select "Show all",
  then press F6 to start.

  NOTE: A maximum of 200 items can be selected at one time.

.CO Ledger Window

  Printing the Ledger-

  Pressing F2 (print) will print the ledger.  If you have selected a
  subset of entries using the F8 select, then only the selected entries
  will be printed.
*CHANGE Change Mode
>ENTRY
              Changing Transactions in the Ledger Window

  You may change existing transactions in the ledger window by
  positioning the hilite bar on the entry you want to change and
  pressing [F9].  A transaction change window will open on top of the
  ledger window.  You may change every field in the transaction with the
  exception of the chart number.  After you have made the desired
  changes, press [F3] to save the transaction.  When the transaction is
  saved, the change window will close and you will be returned to the
  ledger window.

  When editing a "history" transaction (indicated by the letters HIST),
  you will not be allowing to change the amount of the transaction.
  This helps to preserve the integrity of the patient ledgers.
.PA
>DELETE

             Deleting a Transaction in the Ledger Window

  To delete a transaction displayed in the ledger window, hilite the
  transaction with the hilite bar and press F10 (delete).  The
  transaction will be displayed and you will be asked if you want to
  delete the entry. Press "Y" to delete the entry or press "N" to cancel
  deletion of this entry and return to the ledger window.

  Only current transactions may be deleted.  History transactions may not
  be deleted.
.PA

                       Direct Change/Delete Mode

  There are two ways to change or delete billing transactions in
  MediSoft Advanced.  Changing transactions using the ledger window and
  changing transaction through Transaction Entry (operation 3-1).
  Pressing the F9 (change) key will display the "Change or Delete
  Entries" window.

  In this window you are can to view, change and delete entries.  When
  this screen first appears, you are in view mode.  To view the next
  transaction, press the up arrow key.  To view the previous transaction
.CO Delete or Change Entries

  press the down arrow key.  You may also view a specific entry number
  by entering the number of that transaction in the "Entry Number"
  field.

  NOTE: This method of changing/deleting entries will not allow the
  changing or deleting of history transactions.
.CO Changing and Deleting Transactions

  When the transaction is displayed that you want to change or delete,
  press [F9] to change the entry or [F10] to delete the entry.  After
  the [F9] key is pressed, you are given the opportunity to change each
  field in succession.  Press [F3] to save your changes, press [ESC] to
  abandon them.  If you choose [F10] to delete the entry, you are asked
  to confirm your choice.

  To return to the transaction entry screen, press the [ESC] key.
>1
>2

  Date:  Enter the date of the transaction in MMDDYY format.  Press
  [Enter] to default to the current system date.  A range of dates may
  be used for each transaction by entering the date in MMDDYY-MMDDYY
  format.
.PA
>5

  Procedure:  Enter the number corresponding to the procedure for this
  transaction.  The procedure code you enter here is the number you en-
  tered for "Code 1" when procedure codes were set up in MediSoft If the
  insurance carrier for this patient uses a different number for the
  procedure, that number will be automatically printed on an insurance
  form for the carrier.  Even though the carrier uses a different number,
  you must use code 1 for the procedure on this screen.
.PA
>6

  Modifier: Some procedures need to have modifiers included with the
  them.  Up to three modifiers (two characters each) can be in entered
  for each transaction.
.PA
>7

  Location:  Indicate the location where the procedure took place by
  entering a number (i.e. Inpatient hospital, outpatient hospital,
  physician's office, etc.).  Up to two characters may be entered in
  this field and they may be alphabetic or numeric.

  Some insurance carriers require that a different set of location codes
  be used.  Check with each insurance carrier for their requirements.
.PA
>8

  Diagnosis:  Enter the number corresponding to the diagnosis for this
  procedure.  Up to four diagnoses may be entered for each transaction.

  The diagnosis field will also allow the entry of a description for a
  transaction.  A description is not appropriate for billing transac-
  tions but may be helpful for recording an explanation of an account
  adjustment or a check number for a payment.  To enter a description,
  simply type in the text desired.
.PA
>9

  Amount:  Enter the amount of the charge (adjustment or payment).
  Numbers preceded by a minus sign (-) are negative and reduce the pa-
  tient account balance (payments and credit adjustments).  Positive
  numbers increase the balance (charges).
.PA
>10

  Units:  Enter the number of days or units.
>11

  Minutes: If you practice type is set to Anesthesia (operation 1-1),
  then a minutes field will appear.  This provides the necessary place
  to enter the minutes information separate from the unit information.
  Your insurance form format can then be set up to display the minutes
  and/or units information in the appropiate places.  Consult your
  manual for how to do this.
.PA
>3

  Provider:  Enter the number corresponding to the provider who
  performed the procedure (attending provider).
.PA
>11
>12
>13
>14

  Billing Dates: Normally you should not edit these fields.  They are
  provided here only for correction purposes.  Dates should be entered
  in the MMDDYY format.
.PA
>15

  Current Visit Number: This is the visit number associated with this
  transaction.
>16

  Total Authorized Visits: This is the number of visits authorized by
  the insurance carrier (if any).
>17

  Series ID: Each visit is associated with a series identifier.  This
  help to separate different series of visits.

  The visit tracking system is optional, and can be ignored if not
  needed in your practice.
*NOENTRIES Ledger Window
>

  The ledger window available in MediSoft Advanced is used to view
  patient accounts, select charge entries for payment to a patient
  account, change and delete transactions.

  There are no current or history entries found for this chart.  You
  may press ESC to exit the Ledger Window.

*NOTES Entering Patient Notes
>

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

  The notes feature is accessed from this operation and may be used  for
  storing any type of information desired for a patient.  Some ideas for
  use  of  the notes function are for entering  prescriptions,  promised
  payment date, collection notes or diagnosis description.
.PA

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

  Note  Date:  Enter the date for the note in MMDDYY format or press
  [Enter] for today's date.
.PA
>2

  Document:  A document number allows this note to be grouped with
  transactions that have the same document for this patient. Enter the
  document for the note or press [Enter] for the default document.
  Dental uses the date in YYMMDD format as the default document.
.PA
>3

  Entered  By: Enter up to two digits for a provider number  which  has
  been set up in  MediSoft Advanced. To search for providers, press [F6]
  and  enter part of the provider name to find the  associated  provider
  number.

  We suggest that if you are going to be using the notes feature that
  you set up each of the office staff as a provider in the MediSoft
  provider file.
.PA
>4

  Note Line 1:  Enter up to 46 characters for the first line of the
  note.
.PA
>5

  Note Line 2:  Enter up to 46 characters for the second line of the
  note.

  Press [F3] to save or [ESC] to abandon the note.  After you have saved
  a note, you may continue entering notes for this patient.  Press [ESC]
  to return to the transaction entry screen.
.PA
>CHANGE
>DELETE

                    Changing and Deleting Notes

  To change a note, press [F9] when the notes screen is displayed.  You
  may scroll forward or backward through the patient's notes until the
  note that you want to change is displayed.  When the desired note is
  displayed, press [F9] to change the note.  If you want to delete the
  note, press [F10].  You may only change or delete current notes, not
  notes in the history file.
*ECSDOC EMC Documentation Window
>
>1
>2
>3
>4
>5
>6

       T H E   E M C   D O C U M E N T A T I O N   W I N D O W

  The EMC Documentation Window allows you to enter extra information
  for procedures and diagnoses that might be required by the patient's
  insurance carriers to process your electronic claim.  This information
  may be accessed and changed from options 2 and 3-1.  The text that you
  enter in this window will be included with any electronic claims that
  you send for this patient.  If you no longer wish to have contents of
  the window included in your electronic claims, you must blank out the
  lines of the window and resave it.  The six line entry allows up to
  236 characters of text to be entered for EMC documentation.
.CO The EMC Documentation Window

  To enter anesthesia notes for your electronic claim, begin with the
  delimiter @ (shift 2), to identify where in the EMC Documentation
  Window these notes begin. The seventeen characters immediately
  following the @ will be written to the pre-defined area for anesthesia
  notes.  If you require both EMC documentation and anesthesia notes for
  this patient, type the EMC documentation first, then @, followed by
  the anesthesia notes.
*