Introduction to Medisoft 3 Introduction to Medisoft

Learning Outcomes When you finish this chapter, you will be able to: 3-2 When you finish this chapter, you will be able to: 3.1 List the six databases Medisoft uses to store information. 3.2 List the menus in Medisoft. 3.3 Explain the function of the Medisoft toolbar. 3.4 Explain how to enter, edit, save, and delete data in Medisoft. 3.5 Describe how to change the Program Date in Medisoft. 3.6 Discuss three types of help available in Medisoft.

Learning Outcomes (Continued) 3-3 When you finish this chapter, you will be able to: 3.7 Explain how to create and restore backup files in Medisoft. 3.8 Describe the functions of the file maintenance utilities in Medisoft. 3.9 Describe the Medisoft security features used to ensure compliance with HIPAA and HITECH regulations.

Key Terms Access rights Auto Log Off backup data database 3-4 Access rights Auto Log Off backup data database knowledge base Medisoft Program Date MMDDCCYY format packing data purging data rebuilding indexes recalculating balances restoring data

3.1 The Medisoft Databases 3-5 Medisoft is a Practice Management Program A database is a collection of related pieces of information Medisoft stores six major types of data: Provider data Patient data Insurance carriers Diagnosis codes Procedure codes Transactions

3.2 The Medisoft Menus Medisoft actions are found in menus: 3-6 File Menu Edit Menu Activities Menu

3.2 The Medisoft Menus (Continued) 3-7 Medisoft actions are found in menus: Lists Menu Reports Menu Tools Menu

3.2 The Medisoft Menus (Continued) 3-8 Medisoft actions are found in menus: Windows Menu Help Menu

3.3 The Medisoft Toolbar 3-9 The toolbar contains a series of buttons with icons, used as shortcuts to select actions

Log on to Computer! Login using SID and password Start Medisoft Either blue circle icon or Start – Programs – Medisoft – Medisoft Advanced Patient Accounting In the Find Medisoft Database dialogue box, type C:\Medidata

3.4 Entering, Editing, Saving, and Deleting Data in Medisoft 3-10 Medisoft offers the following capabilities for data management: Entering Data Editing Data Saving Data Deleting Data

3.4 Entering, Editing, Saving, and Deleting Data in Medisoft (Continued) 3-11 Entering Data All data entered through the menu bar or toolbar Selecting an option opens a dialog box Tab key moves between boxes within a dialog box Data entered through keying or by selecting an item, such as from a drop-down list Editing Data Follow steps used to enter data to edit it Newly entered data will overwrite old data

3.4 Entering, Editing, Saving, and Deleting Data in Medisoft (Continued) 3-12 Saving Data Click the Save button that appears in most dialog boxes Select a location to save the data Deleting Data Click the Delete button offered in some dialog boxes If there is no Delete button, select the information and click the Delete key on the keyboard or right-click the mouse and select the Delete option from the shortcut menu

3.5 Changing the Medisoft Program Date 3-13 The Medisoft Program Date is the date the program uses to record when a transaction occurred In most Medisoft dialog boxes, dates must be entered in the MMDDCCYY format MM = month DD = day CC = century YY = year

3.5 Changing the Medisoft Program Date (Continued) 3-14 The Medisoft program date must be correctly set by the user Pop-up Calendar Calendar month pop-up list Calendar year Pop-up list

3.6 Using Medisoft Help Medisoft offers three types of help: 3-15 Medisoft offers three types of help: Hints displayed as the cursor moves over certain fields Built-in help feature The Medisoft corporate website at: http://www.Medisoft.com Offers a searchable knowledge base, a collection of up-to-date technical information about Medisoft products