home
***
CD-ROM
|
disk
|
FTP
|
other
***
search
/
JCSM Shareware Collection 1996 September
/
JCSM Shareware Collection (JCS Distribution) (September 1996).ISO
/
medhelth
/
med107.zip
/
INSTMED5.EXE
/
MED_107.PT5
< prev
next >
Wrap
Text File
|
1993-08-22
|
50KB
|
1,124 lines
LETTERS AND RECALLS
This set of functions provides you with the ability to
keep in touch with your patients. While the original
intent of this function was to print recall letters setup
during a prior patient visit, it's overall use has been
greatly expanded. Now, using the SPECIAL function, you
can also select specific groups of patients from your
database, using a variety of options, and list them to
the printer, print mailing labels, and/or print specific
letters to.
Options:
1) (P)rint recall letters: This is the most basic of all
requests and is used to print recall letters to patients.
These requests were setup during the posting of
transactions for a patient visit. Each patient recall can
have a different letter printed due to the nature of the
treatment. These letters are contained in your LETTER
file which can contain up to 99 different form letters.
When printed each letter will be personalized to the
patient and the 'SALUTATION' will be the default
salutation you setup in the patient master (screen #1).
Recall letters requests are maintained on file until the
patient returns for a follow-up visit.
Recall requests dates from/to - Enter the date range you
wish to select recall letters for. This should be a date
range far enough in the future that you will have time to
print the letters, mail them, and for the patient to
respond in order to maintain a timely recall. (Note: If
you need to also print mailing labels for these patient
recalls be sure to print them before you print the
letters.)
For letter sent count equal to - Each time a recall
letter is printed and sent to a patient a counter is
incremented for that patients recall request. Many
patients will not respond to the initial recall and may
need several recall letters sent. In order for you to
limit the number of recall letters you send out you can
restrict a specific recall letter print request to recall
requests having a given letter sent count. This count
starts with '0' and is increased by '1' for each letter
printed for a given recall.
Pause between pages (Y/N) - If you are using a printer
that does not handle continuous forms you may want to
answer 'Y' to this request. A 'Y' response will initiate
a pause between each letter page printed so that you can
load another form into the printer.
Enter top, bottom, left, and right margin requests -
These requests work together to control the size of the
printed letter you wish to print. The space boxed in by
these parameters is the area on your letter form that the
Page 71
recall letter will be printed in.
2) (M)ailing labels: This option allows you to print a
mailing label for each recall letter you are printing.
LABELS SHOULD BE PRINTED FIRST DUE TO THE LETTER COUNT IS
UPDATED AT THE TIME THE ACTUAL LETTER IS PRINTED.
Printing labels after the letters have been printed may
give you labels for patients other than the ones that
receive letters.
Recall request dates from/to - This is the pending recall
date range that you will be using for the selection of
recall letters.
For letter sent count equal to - This should match the
letter sent count you will be entering for the selection
of recall letters.
Enter print lines per label, print positions from left -
These two parameters work together to control the size of
the label you are printing and the alignment of the
address on the label. (Note: almost all labels are
designed on a vertical of six print lines per inch and
most prints are setup to print a horizontal ten
characters per inch.) Using this size information you
can use this function to print ANY size single up label
from the standard 1" x 3 1/2" to a label the size of a
full sheet of paper. If you are using post cards or news
letters this is the way to print the patients name and
address on these forms.
Update recall letter count (Y/N) - This option is
provided so that you can maintain the recall letter count
for those recalls that you do not print a letter for but
instead just send a preprinted card to. Only answer with
a 'Y' if you do not wish to print letters to these
patients.
3) (V)iew pending recalls: This option allows you to
preview all pending recalls on file before you print
letters or labels. When you request this option you are
displayed a full screen of all pending recalls in order
by patient number and date. Within this option you have
additional options to: A) delete a pending recall, B)
edit a pending recall, and C) print a listing of all
pending recalls.
A) Delete a pending recall - Before you select this
option you should first use the arrow keys to select the
specific recall to be deleted. After you have highlighted
the specific recall just press the 'D' key and you will
be presented with a question confirming your request to
delete this recall. Once deleted it cannot be restored,
Page 72
you will need to call up the patient function to add a
new recall.
B) Edit a pending recall - Before you select this option
you should first use the arrow keys to select the
specific recall to be edited. After you have highlighted
the specific recall just press the 'E' key and that
recall will be displayed within a special window for you
to edit.
C) Print a listing of all pending recalls - This option
is as simple as it is stated. Just enter a 'P' and you
will receive a printed listing of all pending recalls by
letter code.
4) (S)pecial requests: With this set of functions you are
able to identify and select patients to receive letters,
mailing labels, or to be listed to the printer. This
special selection does not depend upon any pending
recalls and works only with your patient master file.
Within this function there are four sub-functions that
work together to provide you with the desired output.
A) Setup (S)elect parameters: You must request this
function first as it establishes the selection parameters
to be passed on to one of the other three functions.
Patient # (from/to) - Enter the account/patient number of
the patients you wish to select.
Patient code - (see your patient maintenance screen #1)
You can enter a specific code you have assigned to
identify a group of patients you have on file. These
codes are only used in this function and should be used
to sub-group your patients. When used only patients
having this code will be selected.
Patient finance code - (see your patient maintenance
screen #2) You can enter a specific finance code you have
assigned to your patients. These finance codes are only
used in this function and should be used to identify how
these patients pay on their account. When used only
patients having this finance code will be selected.
Patient sex (M/F) - If you wish to limit your selection
to the patients sex then enter either an 'M' or 'F'.
When used only patients for this sex will be selected.
Code table assigned - You can limit the patient selection
to a specific 'Charge Code Table'. When you setup each
patient you assigned a specific Charge Code Table to that
patient. These tables are setup so that you can verify
the transaction codes you are posting and at the same
time obtain the standard rate for each transaction. In
Page 73
most cases you will setup special tables for selected
groups of patients. If you setup special tables for each
PPO or HMO you will be able to obtain selections of
patients assigned to these programs.
Assigned Doctor - If you have multiple doctors within
your practice you can use this request to obtain a
selection of patients assigned to a specific doctor.
Referred by Doctor - When you setup a patient in your
system you had the option to reference a referring doctor
(must be setup in your Doctor Master file). Using this
option you can limit your selection to patients referred
by a specific doctor. (Note: If you use this option in
conjunction with the 'Date First Seen' you can obtain a
selection of patients currently referred by a specific
doctor.)
Birthdays (from/to) (year not used) - Enter the month/day
date range for the birthdays you wish to select patients
for. (Because the year is not used be sure to enter both
dates for the same year with the from date being the
lesser date.) When used only patients having a birth date
within this range will be selected.
Birth dates (from/to) - Enter the from/to date range of
the patients you wish to select. You do not have to enter
both dates. If you wish to select patients born after a
given date only use the 'from' date. If you wish to
select patients born prior to a give date use only the
'to' date. If you wish to select patients of a certain
age range use both the 'from' and 'to' dates. When used
only patients born within the date range will be
selected. With this option you can limit your selection
to patients of a given age range.
Date First Seen (from/to) - With this option you can
obtain a selection of patients first seen within a given
date range. When used in conjunction with 'Referring
Doctor' you can obtain a selection of patients referred
by a specific doctor for a within a give time period.
(Note: The 'First Seen Date' is automatically maintained
for you through the transaction posting cycle when you
post charges.)
Date last seen (from/to) - With this option you can
obtain a selection of patients last seen within a given
date range. Enter the date range for the last time you
saw these patients. You do not have to enter both dates.
If you wish to select patients last seen after a specific
date enter only the 'from' date. If you wish to select
patients last seen before a specific date enter only the
'to' date. If you wish to select patients last seen in a
given time period enter both the 'from' and 'to' date
range. (Note: the last seen date is automatically
Page 74
maintained for you through the transaction posting cycle
when you post charges.) When used only patients last
seen within the entered date range will be selected.
Insurance carrier - primary or secondary. To select
patients by insurance carrier just enter the
identification code assigned to the carrier (or the first
few common characters of the code if more than one
carrier). Only those patients that have a matching
primary or secondary insurance carrier code will be
selected - providing all other selection requirements are
met.
Insurance signatures (from/to) - With this option you can
select patients based upon the date you have on file for
'Insurance Assignment Acceptance Signature Date'. This
is the date you enter when you accept assignment. (Note:
This date is only valid for one year. You should run
this selection option on a relatively frequent cycle to
insure that your signature file is current.)
Zip code (from/to) - If you wish to limit your selection
to only those patients within a given zip code range
enter as much of the leading portion of that range as you
wish to select on. When used only patients within the
requested zip code range will be selected.
CPT code - THIS OPTION ONLY FUNCTIONS WHEN YOU ARE
SELECTING PATIENTS AND WILL NOT WORK IF YOU HAVE LIMITED
YOUR SELECTION TO ACCOUNT MASTERS. This selection is
performed against all posted transactions on file for
each patient that has met all other selection parameters.
If a transaction is on file for the patient (date of
transaction is not checked) that matches the selection
CPT code, limited to the length of the selection CPT
code, then that patient will be selected. The more
characters in the selection CPT code then the more
restrictive the selection will be.
ICD-9 code - THIS OPTION ONLY FUNCTIONS WHEN YOU ARE
SELECTING PATIENTS AND WILL NOT WORK IF YOU HAVE LIMITED
YOUR SELECTION TO ACCOUNT MASTERS. This selection is
performed against all posted transactions on file for
each patient that has met all other selection parameters.
If a transaction is on file for the patient (date of
transaction is not checked), that matches any of the four
possible ICD-9 codes that transaction may have, then
that patient is selected. The more characters you have
in the selection ICD-9 code then the more restrictive
will be the selection. The date of the transactions used
in this selection have no effect on the selection.
(Note: The patient selection parameter - DATE LAST SEEN -
will limit the patient selection to those patients whose
last office visit date falls within the selection date
Page 75
range. This DATE LAST SEEN selection parameter is not
used to limit the access to transactions being searched
for CPT and/or ICD-9 selection codes. ALL TRANSACTIONS
ON FILE FOR PATIENT WILL BE USED FOR THE CPT AND ICD-9
SEARCH.)
Account masters only - Because you can have accounts with
multiple patients, and each patient may be selected
(depending upon your selection requirements), you can
limit your selection to only account masters. If this
parameter is not used then one of the above parameters
must be set before any selection is allowed. If this
parameter is used it will be used in conjunction to the
use any of the above selection parameters. (By using this
parameter only you can obtain a selection of all
accounts/patients you have on file.) Enter a 'Y' for
account masters only. Enter a 'N' to select all patients
including account masters. Enter a 'blank' if this
parameter is not used.
After you have entered your selection parameters you are
ready to direct this selection to a specific printer
output.
B) (M)ailing labels: Selecting this option will result in
the printing of mailing labels for all patients matching
the previously entered selection parameters.
Enter print lines per label - Normal printer vertical
alignment is set to six lines per inch. Measure the
labels you are using (from top of one label to top of
next label) and determine the number of lines per label
you need to enter. You can use this feature to print
addresses on 'Post Cards' and 'News letters'. When used
in this manner the 'lines per' would be from top of form
to top of next form measured at six lines per inch.
Enter print positions from left - Normal printer
horizontal alignment is set to ten characters per inch.
Measure the width of you labels and determine the total
number of characters it will hold. Normal address size is
set to 32 characters. Determine the number of characters
necessary to center address on label and enter this
amount.
(Note: You can also use this function to address direct
mail letters that will be folded, stamped, and mailed.
Just treat the total size of the letter as a single label
(8 inches wide by 11 inches long) to determine your
alignment. Unless you are using a compress print setting
on your printer the maximum characters per line is
limited to 80 characters.
Page 76
C) (P)rinter listing: You can direct the selected
patients to be listed to the printer. With this option
you can create a listing of your patients. There are two
basic formats but each format is controlled by the print
parameters you enter.
List by (L)ast name or (A)ccount - Using this option you
control the sequence of your listing. When listed by
(L)ast name your selection will be in alphabetical
sequence by patients last name. When listed by (A)ccount
you selection will be by patient account/patient number.
(There is no current ability to list by last name only
those names within a selected alphabetical range.)
Print full patient address (Y/N) - If you enter a 'Y'
then your listing will have up to four lines of print per
patient address. Entering a 'N' will print only one line
per patient, but you will lose the street, city, state,
and zip code of the patients address.
List (P)hone no. or (D)ate last seen - If you enter a 'P'
only the patients name and phone numbers will be printed.
If you enter a (D) you will not get the patients phone
numbers but you will obtain a listing showing patients
sex, age, date last seen.
D) (L)etters: You can print a specific letter to all
patients meeting the selection parameters. The letter to
be printed must exist in your 'Letter Master' file.
Letter to print - Enter the code for the letter to be
printed to all selected patients.
Pause between pages - If you are using a printer that
does not handle continuous forms you may want to answer
with a 'Y' to this request. A 'Y' response will initiate
a pause between each printed page so that you can load
another form into your printer.
Enter left and right margins - These two requests work
together to control the width of the body of your printed
letter.
Page 77
PATIENT RECAP
Patient recap is a printed patient profile with optional
history and notes. Whenever you add a new patient or
post history to a patients file a request is
automatically made to print a patient recap.
Options are:
(C)urrent patient updates: This will print all patient
recaps currently scheduled to be printed. Upon completion
of this printing the request file will be reset for a new
set patients.
(S)elective patient request: This option allows you to
request a recap of a specific patient.
(D)isplay pending recaps: This option allows you to
preview all pending recap requests. Also you have the
ability to delete specific patient recap requests. To do
this just use the arrow keys to highlight the desired
patient recap and press the 'X' key.
Page 78
LETTERS
You can setup up to 99 different letter formats to be
used with MED#1 and our optional COLLECT program. These
letter formats are called into use when you print your
PATIENT RECALLS and with the SPECIAL selection recall
feature.
AUTOMATIC RECALL REQUESTS:
To initiate the request for a patient recall associated
with transaction postings you first must set the RECALL
FLAG in your charge tables to a 'Y' for the CPT code(s)
that require a recall, and reference an existing letter
format contained in your LETTERS master file. At the time
of posting these transaction codes to the patient you
will be displayed a special window. When this window is
displayed you can setup the patient for a RECALL. (Note -
You can also use the (P)atient - (R)ecall maintenance
function to setup these recall requests.)
Page 79
WORD PROCESSOR:
MED#1 has built into it a limited word processor. The
following keys are used to control the editing of your
letters.
KEY PURPOSE
---------------------------------------------------------
Uparrow or Ctrl-E Move up one line
Dnarrow or Ctrl-X Move down one line
Leftarrow or Ctrl-S Move left one character
Rightarrow or Ctrl-D Move right one character
Ctrl-Leftarrow or Move left one word
Ctrl-A
Ctrl-Rightarrow or Move right one word
Crtl-F
Home Beginning of current line
End End of current line
Ctrl-Home Beginning of current window
Ctrl-End End of current window
PgUp Previous edit window
PgDn Next edit window
Ctrl-PgUp Beginning of letter
Ctrl-PgDn End of letter
Return Move to beginning of next line
Delete Delete character at cursor
Backspace Delete character left of cursor
Ctrl-Y Delete current line
Ctrl-T Delete word right
Tab Insert tab character or spaces
Printable character Insert character
Ctrl-B Reform paragraph
Ctrl-V or Ins Toggle insert mode
Ctrl-W Finish editing and save
Esc Abort edit, return original
Page 80
Selecting the (L)etters option from the main menu will
call up the RECALL LETTERS SUB-MENU.
(D)isplay letters:
With this request you will be displayed a listing of all
letter titles you currently have on file. From this
display list you can highlight and select the specific
letter format you wish to perform maintenance on, or
inquire into. Upon selecting the desired letter format
you are automatically taken into the (M)aintenance
function in the (I)nquire mode and the selected letter is
displayed to you.
(M)aintenance:
The letter maintenance functions allow you to fully
maintain your letter formats, and to add new formats to
your letter file. The following maintenance functions are
provided:
(I)nquire - With this option you can request the display
of a specific letter format. Once displayed you can then
select any of the other maintenance options.
(A)dd new - Use this option to setup new letter formats
in you letter file. Each letter must be assigned a unique
ID. code between the values of '01' to '99'. In addition
to this code you should assign a brief descriptive title
to the letter that will provide you will enough
information that you can determine the contents of the
letter format to follow. (Note - When you do search
displays of the letter formats you have on file the only
information displayed to you will be the letter code and
this brief description.) Finally you are provided a
window through which you can setup your letter body. When
you setup a letter keep in mind that MED#1 will perform
all of the addressing functions for you - only setup that
portion of the letter body that is common to what you
want all patients to receive.
In the RECALL LETTER BODY 'field', the system works like
a word processor with most of the features one would
expect. You can rework the body of the letter without
affecting the other parameters of your recall letter
format.
Correcting mistakes can be done by moving the cursor to
the mistake and typing over it. If you need to 'insert'
a word or space pressing <CTRL-V> will activate an
INSERT capability. Press <CTRL-V> again when you're
finished with the INSERT. When you're finished with the
letter, press <CTRL-W> to 'save'. You will receive a
'prompt' in the message line at the bottom of your
Page 81
screen:
INFORMATION CORRECT (Y/N) Y
Press <ENTER> if your answer is yes.
The system will then add that letter to your file.
(C)hange - The (C)hange function works in the identical
fashion as the (A)dd new function except the letter must
already be in existence. Once you have selected a letter
to be changed you can modify any displayed information
other than the letter ID. code.
(D)elete - To delete a letter, move to the (D)elete
function and press <ENTER>. The cursor will
automatically position itself at the CODE # 'field. If
this is the letter you want to delete, press <ENTER>.
You will then receive a 'prompt' in the message line on
the bottom of your screen:
DELETE THIS RECORD (Y/N) N
This give you the opportunity to reconsider deleting this
record. If you're sure, press 'Y' and <ENTER>.
(+/-)skip - The (+)skip & (-)skip functions are there to
allow you to move quickly through your RECALL LETTER
file. (+)skip moves you forward to the next letter
format on file. (-)skip moves you backward a to the
previous letter format on file.
LIST RECALL LETTERS:
When you're ready to print RECALL letters choose the
(L)ist to printer option from the RECALL LETTERS SUB -
MENU. A question will appear in the message line at the
bottom of your screen:
LIST ALL LETTERS (Y/N): N
If you enter a 'N' and press <ENTER> and you will receive
a display of the letters you have on file. They will be
listed by code and title. Move to the specific letters
you want to print and press <ENTER>. If you enter a 'Y'
and press <ENTER> you will immediately start printing a
proof listing of all letter formats you have on file.
Upon termination of the letter proof listing you are
returned to the (L)etter sub-menu.
Page 82
COLLECTIONS
The 'Master' menu option 'COLLECTIONS' provides you with
the ability to directly access the OPTIONAL 'COLLECT'
sub-system available for MED#1. While MED#1 has a full
feature accounts receivable system for aging your
receivables and printing statements the 'COLLECT' system
provides you with more control over your receivables.
'COLLECT' was specifically designed to make it easier for
an accounts receivable processor that handles receipts
and adjustments AFTER time of patient visit to post these
entries to a patients ledger. If you do not have the
'COLLECT' module installed and you select this option you
will be displayed a message telling you 'COLLECT' is not
available. If you have installed 'COLLECT' but the
COLLECT.EXE module cannot be found then you will be
displayed the message 'BAD COMMAND'. If you have
installed 'COLLECT' but have not registered its usage you
will be displayed the 'COLLECT' Sign-on screen and other
registration prompt screens before you can access its
Master Menu. If you have installed 'COLLECT' and you
have registered its usage you will be taken directly to
its Master Menu. Upon EXITING from 'COLLECT' you will be
returned to the MED#1 Master Menu.
(Note - 'COLLECT' is valuable to you even in the un-
registered mode. While the Master Aging and all
Selective Aging reports, Statement printing, and Letters
are limited to the first 100 accounts, or patients, while
'COLLECT' is un-registered the POSTING function is NOT
LIMITED. This POSTING function works with 100% of the
patients and transactions contained within the MED#1 data
files. Using this posting function will greatly improve
your ability to post receipts and adjustments, and
maintain your patient ledgers. INSTALL 'COLLECT' AND
EXPERIENCE IT'S ADVANTAGES.)
Page 83
(I)NSURANCE COMPANIES
This is the section of the system where you will
establish and maintain documentation on insurance
companies you normally do business with. Selecting the
(I)nsurance company option from your MASTER MENU will
give you the INSURANCE COMPANIES - SUB-MENU.
The first time you use this option you should select
'(M)aintenance' from the sub-menu where you can create
your file of insurance companies.
DISPLAY INSURANCE COMPANIES ON FILE:
After you've created your insurance companies file, you
can select (D)isplay from your sub-menu, which will give
you a list of companies on file. If you want to make a
change or an update of information on a particular
company, you can move the cursor through the list until
it's highlighting the desired company and then press
<ENTER>. You can display the companies you have on file
in either Name or assigned ID. sequence.
The information contained within these insurance company
records is used in all insurance related reports and the
filling out of insurance claims. There is also
information that is required for ECS (Electronic Claims
Submission) that must be entered into these records.
This ECS information consists of the following:
1) Insurance payor ID. - This is the ID. number used by
NEIC to identify this carrier. While there are hundreds
of agencies that carry AETNA coverage there will be only
one NEIC number assigned to identify AETNA.
2) Insurance payor Sub-ID. - This is an optional number
used by NEIC to identify sub-offices of a specific
insurance carrier.
3) PPO/HMO/MAG-CARE - This is a flag that identifies the
type of health care plan this insurance carrier is being
provided by. 'P' = PPO, 'H' = HMO, 'M' = Managed Care,
and a blank means - 'none of the above'.
4) PPO/HMO/MAG-CARE contract number - In this field enter
the contract number for the type of managed care plan you
are participating in.
5) ECS Interface - If this insurance carriers claims are
to be processed by ECS (Electronic Claims Submission) you
must identify the Form Flag to be assigned to all
transactions for these claims. Press the 'F2' key to
select the proper flag the this particular ECS interface.
The values can be any one of the following three:
*ECS#1*, *ECS#2*, and *ECS#3*. (MEDshare, Inc. has made
Page 84
provisions for up to three different ECS sub-systems to
be interfaced to MED#1 at one time. In this manner you
could possibly send claims directly to MEDICARE using one
ECS sub-system, another set of claims could be sent to a
clearing house, and a third set of claims could be sent
direct to another carrier for processing. All this can
be done AND still print paper claims for those carriers
not to be processed by ECS.)
MAINTENANCE:
Upon selecting a specific insurance company you will
automatically enter into the (I)nquiry mode of the
(M)aintenance function.
(I)nquire - In this mode you will be displayed the total
information you have on file for the selected insurance
company.
(A)dd new - Enter the (A)dd new function, and type in the
information. The ID. 'code' information needed here is
the abbreviation of a particular insurance company that
you assigned in creating your 'tables'. ie, BX = Blue
Cross. The rest of the information needed is standard.
When you setup new insurance company masters take care to
assign meaningful codes. These codes should be an
abbreviation of the insurance companies name and possibly
a number to identify that will distinguish between
various agencies that coverage through this insurance
company. After you have defined the code to be used for
identifying the insurance company you can then enter all
remaining information.
(C)hange - With this option you can modify any
information on file for a specific insurance company
record on file. The only field you cannot change is the
code field you setup to identify this specific insurance
company record. Once you have retrieved the desired
insurance company record you can move from field to field
until you are on the field you need to change. Type in
the changes and move to the end. A 'prompt' will appear
in the message line on the bottom of your screen:
INFORMATION CORRECT (Y/N) Y
Press <ENTER> if the information is correct.
(D)elete - The (D)elete function of (M)aintenance is used
to delete any insurance companies you no longer do
business with. Entering the (D)elete function will
request the code number of the company you want to
delete. Type in the code number and you will receive a
'prompt' on the message line on the bottom of your
screen:
DELETE THIS RECORD (Y/N) N
Page 85
This prompt is provided so that you do not accidentally
delete and insurance company master from your files.
(+)skip / (-)skip - The (+/-)skip options allow you to
step through your insurance company master file one
record at a time - (+)skip = to the next insurance
company record on file, (-)skip = back to the previous
insurance company record on file. You can then select any
of the displayed insurance company records for (C)hange
or (D)elete actions.
(L)isting, Labels, or Letters:
With this option you can list your insurance company
master records to the printer in any of three formats.
For each of these three formats you have the option of
selecting insurance carriers by Name or by Code ID.:
(P)rinter Listing - This master listing of your insurance
companies will be printed in ID. code sequence. Depending
upon the number of insurance companies you have setup
this listing could take a few minutes.
(M)ailing Labels - With this option you can print almost
any size label for a selected range of insurance
companies. Your address selection is limited to the ID.
codes you have assigned to each insurance company. (Note:
When you setup new insurance company address assign an
ID. code that has a leading standard alpha abbreviation
and a trailing numeric. Using this concept you can
locate all agencies of a specific insurance company
simply by code.) Your label size is measured on a
standard of six lines per inch (top to one label to top
of next label) and ten characters per inch from left to
right. With this means of defining your label size you
labels can be as small as 1" x 3 1/2" or as large as a
full sheet of paper 8" x 11". You can use this option to
address post cards and news letters. (Note - This option
also provides you with the ability to make multiple
copies of each label requested.)
(L)etters - With this option you can print a letter you
have setup in your Letter Master file to selected
insurance companies. Your insurance company selection is
the same as for 'Mailing Labels'. Your letter selection
is from your Letter Master file.
Page 86
(D)OCTORS
The (D)octors section is used for keeping records of the
doctors associated with your practice that are service
providers and referring doctors. Those records will be
accessed during other functions of the system. Within
your 'Doctor Master' file you should setup not only
records for all doctors that work within your practice,
but also all doctors that referred patients to you. You
can assign these referring doctors to the patient at time
of patient setup. Using the 'Special' feature of
'Letters and Recalls' you can produce selections of
patients that were referred to you by doctor.
Selecting the (D)octors option from the MASTER MENU will
give you the DOCTORS - SUB-MENU.
(D)isplay:
The (D)isplay option from the sub-menu will give you a
list of the doctors on file. This listing can be in
either ID. sequence or by Last name. You can select a
specific doctor record for further processing by
highlighting the desired displayed doctor and pressing
the <ENTER> key. Once you have selected a doctor for
processing you will be immediately taken into the doctor
(M)aintenance function and that doctor's record will be
displayed to you in the (I)nquiry mode. You can then
select any of the maintenance sub-menu functions for
further processing of the displayed information.
DOCTOR MAINTENANCE:
(I)nquire - The (I)nquire option allows you to request
the display of a specific doctors record. This is the
mode you will be placed in upon selecting a specific
doctor from the (D)isplay function. After the requested
record has been displayed you are returned to the
(M)aintenance sub-menu for selection of the next action
to be taken.
(A)dd new - The '(A)dd new' function of (M)aintenance
will create space for you to type in information for a
particular doctor. When you select this option MED#1
will search the existing 'DOCTOR' Master file for the
next available ID. that can be assigned and return it to
you. This ID. will be in the range from '00' to '99'.
If you have reached the current 100 maximum you will be
displayed a message telling you that no more doctors can
be added to your 'DOCTOR' Master file. This assigned ID.
is to be used to identify the specific doctor to the
patient and transaction postings as either a service
provider or a referring doctor. If this doctor is a
service provider you will need to setup more information
for this doctor in the UTILITIES - SYSTEM SUPPORT - SET
DEFAULT VALUES of this MED#1 program. (In the single
user usage mode of MED#1 you can have a maximum of two
Page 87
service providers. In the network user usage of MED#1
you can have a maximum of five service providers.) The
information you enter for each doctor in this screen is
used in all reports and insurance filings.
(C)hange - The (C)hange option allows you to request a
specific doctor's record for retrieval and maintenance.
Once you have the desired record displayed on the screen
you can step down through the displayed fields by
pressing the <ENTER> key and change the field in error.
(D)elete - The (D)elete option allows you to request a
specific doctor's record for retrieval and possible
deletion. Once you have the desired record displayed you
will be presented with a prompt to confirm your deletion
request.
DELETE THIS DOCTOR (Y/N) N
A response of 'Y' will delete the displayed doctor record
in your doctor data base. A response of 'N' will
terminate your delete request. After you have responded
to the prompt the desired action will be taken and you
will be returned to the doctor (M)aintenance sub-menu
with a message displayed at the bottom of the screen for
the results of the action taken. (Note - If this doctor
was a service provider and you are replacing this doctor
with another service provider you will need to resign all
doctor/patient assignments of this doctor. See the
UTILITIES - SYSTEM SUPPORT - DOCTOR ASSIGNMENTS function
for assigning a new doctor to all the patients the prior
doctor was responsible for.)
(+)skip / (-)skip - The (+/-) skip options allow you to
sequentially advance forward (+), and backward (-), one
record at a time in your doctor file.
(L)isting, Labels, or Letters:
With this set of functions you selectively output, by
DOCTOR ID., doctor addresses to (P)rinter listings,
(M)ailing labels, and/or (L)etters. The selective output
can be in either ID. or Last name sequence.
(P)rinter Listing - This function will list doctors in
your doctor data base to the printer in sequence by the
assigned doctor code. While this option may not seem to
be of value in a small practice keep in mind that
although this function is provided for maintaining your
doctor information you can also us it to maintain
information on any other member of your staff and all
referring doctors. You do not have to limit the
information you place into your doctor database to only
doctors! This is a convent file for maintaining all
address and phone number information for your staff -
Page 88
just do not assign those who have no patient
responsibility to a patient.
(M)ailing Labels - With this option you can print almost
any size of mailing label, post card, or address news
letters, to selected doctors in your Doctor Master file.
Label size is measured from top of one label to the top
of the next label on a standard six lines per inch. Label
width is measured on a standard of ten characters per
inch with most printers limited to an eight inch width.
By using this means of defining your label you can print
addresses directly on the standard 1" x 3 1/2" labels,
post cards, and even address news letters. (Note - You
can also request multiple copies of each label to be
printed.)
(L)etters - With this option you can personalize a
selected letter in your Letter Master file to a selected
range of doctors in your Doctor Master file.
Page 89