1. Computers in the Medical Office
Chapter 3:
Introduction to Medisoft
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2. Medisoft Functions Schedule appointments Enter patient information
Enter transactions
Record payments and adjustments
Print walkout statements
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3. Medisoft Functions Submit insurance claims Create patient statements
Print reports
Monitor overdue accounts
Create collection letters
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4. Medisoft Overview
Medisoft organizes information into six major databases:
Providers
Patients
Insurance Carriers
Diagnosis Codes
Procedure Codes
Transactions
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5. The Medisoft Menus Edit Menu Activities Menu File Menu
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6. The Medisoft Menus Reports Menu Tools Menu Lists Menu
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7. The Medisoft Menus Services Menu Help Menu Window Menu
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8. The Medisoft Toolbar
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9. Dates Medisoft is a date-sensitive program!!
The Medisoft Program Date must be changed to match the date of a transaction
Medisoft Program Date
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10. 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,
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11. Exiting Medisoft and Creating a Backup File
Click File > Exit
Click Back Up Data Now button
Enter destination path and file name
Click Start Backup button
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12. 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
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13. Backup Data
When the Backup Data option on the file menu is selected, the Backup dialog box is displayed
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14. 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.
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15. Backup Data
Click the Start Backup button to begin the process of backing up the database files
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16. Backup Data When the process is complete, a message is displayed
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17. Restoring the Backup File
Start Medisoft
Insert the media that contains the backup file in the appropriate drive
Click File > Restore Data
Confirm the Backup File Path and Name entry
Click Start Restore button
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18. Restore Data
The Restore Data utility is used to overwrite the current database with the data in a backup file
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19. Restore Data
When the Restore Data option on the File menu is selected, a warning message appears
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20. Restore Data
When the OK button in the Warning box is clicked, the Restore dialog box is displayed
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21. 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.
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22. Restore Data
Click the Start Restore button to begin the process of restoring the database files
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23. Restore Data
When the Start Restore button is clicked, a confirmation message appears
Clicking the OK button starts the process of restoring the data
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24. Restore Data When the process is complete, a message is displayed
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25. File Maintenance Utilities
Medisoft includes four utilities for maintaining the database:
Rebuild indexes
Pack data
Purge data
Recalculate balances
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26. File Maintenance Utilities
When File Maintenance is selected on the File menu, the File Maintenance dialog box is displayed
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27. File Maintenance Utilities
The Rebuild Indexes utility checks and verifies data and corrects any internal problems that may exist
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28. 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.
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29. 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
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30. File Maintenance Utilities
The Recalculate Balances utility updates balances in patient accounts
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