© 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Computers in the Medical Office Chapter 3: Introduction to Medisoft

3-2 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education  Schedule appointments  Enter patient information  Enter transactions  Record payments and adjustments  Print walkout statements Medisoft Functions

3-3 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education  Submit insurance claims  Create patient statements  Print reports  Monitor overdue accounts  Create collection letters Medisoft Functions

3-4 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education  Medisoft organizes information into six major databases:  Providers  Patients  Insurance Carriers  Diagnosis Codes  Procedure Codes  Transactions Medisoft Overview

3-5 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education The Medisoft Menus  File Menu  Edit Menu  Activities Menu

3-6 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education The Medisoft Menus  Lists Menu  Reports Menu  Tools Menu

3-7 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education The Medisoft Menus  Window Menu  Services Menu  Help Menu

3-8 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education The Medisoft Toolbar

3-9 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Dates  Medisoft is a date- sensitive program!!  The Medisoft Program Date must be changed to match the date of a transaction Medisoft Program Date

3-10 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Using Medisoft Help  Hints are displayed as cursor moves over fields  A Help menu feature is built-in to the program  Help is available online via the Medisoft website,

3-11 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Exiting Medisoft and Creating a Backup File 1.Click File > Exit 2.Click Back Up Data Now button 3.Enter destination path and file name 4.Click Start Backup button

3-12 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Backup Data  The Backup Data utility is used to create a copy of the current database that can be used if the database file is damaged

3-13 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Backup Data  When the Backup Data option on the file menu is selected, the Backup dialog box is displayed

3-14 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Backup Data  A default entry is listed in the Destination File Path and Name field. The entry can be changed to a different name and path by highlighting the current entry and entering the new information.

3-15 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Backup Data  Click the Start Backup button to begin the process of backing up the database files

3-16 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Backup Data  When the process is complete, a message is displayed

3-17 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Restoring the Backup File 1.Start Medisoft 2.Insert the media that contains the backup file in the appropriate drive 3.Click File > Restore Data 4.Confirm the Backup File Path and Name entry 5.Click Start Restore button

3-18 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Restore Data  The Restore Data utility is used to overwrite the current database with the data in a backup file

3-19 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Restore Data  When the Restore Data option on the File menu is selected, a warning message appears

3-20 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Restore Data  When the OK button in the Warning box is clicked, the Restore dialog box is displayed

3-21 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Restore Data  A default entry is listed in the Backup File Path and Name field. The entry can be changed to a different name and path by highlighting the current entry and entering the new information.

3-22 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Restore Data  Click the Start Restore button to begin the process of restoring the database files

3-23 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Restore Data  When the Start Restore button is clicked, a confirmation message appears  Clicking the OK button starts the process of restoring the data

3-24 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Restore Data  When the process is complete, a message is displayed

3-25 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education File Maintenance Utilities  Medisoft includes four utilities for maintaining the database:  Rebuild indexes  Pack data  Purge data  Recalculate balances

3-26 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education File Maintenance Utilities  When File Maintenance is selected on the File menu, the File Maintenance dialog box is displayed

3-27 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education File Maintenance Utilities  The Rebuild Indexes utility checks and verifies data and corrects any internal problems that may exist

3-28 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education File Maintenance Utilities  The Pack Data utility deletes data that has been marked for deletion in the program. This process is similar to emptying the Recycle Bin in Windows.

3-29 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education File Maintenance Utilities  The Purge Data utility removes data that has been marked for deletion in the program, but does not delete it from the program

3-30 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education File Maintenance Utilities  The Recalculate Balances utility updates balances in patient accounts