1. Introduction to Medisoft3
Introduction to Medisoft

2. Learning Outcomes When you finish this chapter, you will be able to:
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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.

3. Learning Outcomes (Continued)
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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.

4. Key Terms Access rights Auto Log Off backup data database
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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

5. 3.1 The Medisoft Databases
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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

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

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

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

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

10. 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

11. 3.4 Entering, Editing, Saving, and Deleting Data in Medisoft
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Medisoft offers the following capabilities for data management:
Entering Data
Editing Data
Saving Data
Deleting Data

12. 3.4 Entering, Editing, Saving, and Deleting Data in Medisoft (Continued)
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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

13. 3.4 Entering, Editing, Saving, and Deleting Data in Medisoft (Continued)
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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

14. 3.5 Changing the Medisoft Program Date
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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

15. 3.5 Changing the Medisoft Program Date (Continued)
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The Medisoft program date must be correctly set by the user
Pop-up
Calendar
Calendar month
pop-up list
Calendar year
Pop-up list

16. 3.6 Using Medisoft Help Medisoft offers three types of help:
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Medisoft offers three types of help:
Hints displayed as the cursor moves over certain fields
Built-in help feature
The Medisoft corporate website at:
Offers a searchable knowledge base, a collection of up-to-date technical information about Medisoft products