CHAPTER © 2013 The McGraw-Hill Companies, Inc. All rights reserved. 2 Introduction to Medisoft.

CHAPTER

© 2013 The McGraw-Hill Companies, Inc. All rights reserved.

2Introduction to

Medisoft


Learning Outcomes

When you finish this chapter, you will be able to:• 2.1 List the six databases Medisoft uses to store

information.• 2.2 List the menus in Medisoft.• 2.3 Explain the function of the Medisoft toolbar.• 2.4 Explain how to enter, edit, save, and delete data

in Medisoft.• 2.5 Describe how to change the Medisoft Program

Date.• 2.6 Discuss two types of help available in Medisoft.• 2.7 Explain how to create and restore backup files in

Medisoft.

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Learning Outcomes (continued)

• 2.8 Describe the functions of the file maintenance utilities in Medisoft.

• 2.9 Describe the Medisoft security features used to ensure compliance with HIPAA and HITECH

regulations.

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Key Terms

• access rights• Auto Log Off• backup data• database• Medisoft Program Date• MMDDCCYY format• packing data• purging data• rebuilding indexes• recalculating balances• restoring data

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2.1 The Medisoft Databases

• Medisoft is a Practice Management Program.• A database is a collection of related bits of

information.• Medisoft stores six major types of data:

1. Provider data

2. Patient data

3. Insurance carriers

4. Diagnosis codes

5. Procedure codes

6. Transactions

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2.2 The Medisoft Menus

Medisoft offers choices of actions in a series of menus:

File Menu Edit Menu Activities Menu

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2.2 The Medisoft Menus (continued)

Medisoft actions are found in menus:

Lists Menu Reports Menu Tools Menu

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2.2 The Medisoft Menus (continued)

Medisoft actions are found in menus:

Windows Menu Help Menu

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2.3 The Medisoft Toolbar

The toolbar contains 26 buttons with icons that represent the most common activities performed in Medisoft.

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2.4 Entering, Editing, Saving, and Deleting Data in Medisoft

Medisoft offers the following capabilities for data management:

– Entering Data– Editing Data– Saving Data– Deleting Data

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2.4 Entering, Editing, Saving, andDeleting Data in Medisoft (continued)

Entering Data– All data is entered

through the menu bar or toolbar.

– Selecting an option opens a dialog box.

– The tab key moves the cursor between boxes within a dialog box.

– Data is entered through keying or by selecting an item, such as from a drop-down list.

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Editing Data– Follow the

steps used to enter data to edit it.

– Newly entered data will overwrite old data.

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• Saving Data– Click the Save button that appears in most dialog boxes.– Select the location where you want to save the data.

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• Deleting Data– Click the Delete button

offered in some dialog boxes.

– If there is no Delete button, select the information, then click the Delete key on the keyboard (or right-click the mouse and select the Delete option from the shortcut menu).


2.5 Changing the Medisoft Program Date

• 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

• Dates are important; if incorrect dates are used, the information in reports will be inaccurate.

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2.5 Changing the Medisoft Program Date (continued)

• The Medisoft program date must be correctly set by the user.

Pop-upCalendar

Calendar MonthPop-up List

Calendar YearPop-up List

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2.6 Using Medisoft Help

Medisoft offers two types of help:1. Hints

displayed as the cursor moves over certain fields

2. A built-in help feature

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2.7 Creating and Restoring Backup Files

• Backup data is a copy of data made at a specific time. It can be used to restore data.

• To create a backup file:1. Click File > Backup Data.

2. Click OK in response to the Backup Warning message.

3. Confirm the backup file’s destination path and file. Click the Start Backup button.

4. When the Backup Complete box appears, click OK.

5. Close the Medisoft Backup dialog box.

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Susan M. Sanderson


2.7 Creating and RestoringBackup Files (continued)

Backup data can be used in the event the database file is damaged.

Backup dialog box

Shows where the datawill be stored

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• The process of retrieving data from backup storage devices is referred to as restoring data.

• To restore data in Medisoft:1. Start Medisoft.

2. Insert the media that contains the backup file in the appropriate drive.

3. Click File > Restore Data.

4. When the Warning box appears, click OK.

5. Confirm the path and file name of the backup file to be restored.

6. Click the Start Restore button.

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7. When the Confirm box appears, click OK.

8. When the Restore Complete message appears, click OK.

9. Close the Restore dialog box.

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Restore data to load previously saved files and overwrite the current database.

Restore dialog box

Verify the data fileIs correct here

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2.8 Medisoft’s File Maintenance Utilities

Medisoft includes four utilities for maintaining the database:1. Rebuild Indexes

2. Pack Data

3. Purge Data

4. Recalculate Balances

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2.8 Medisoft’s File MaintenanceUtilities (continued)

• The Rebuild Indexes utility checks and verifies data and corrects any internal problems that may exist.

• Do not attempt to perform the utility function listed unless told to do so because data could be lost.

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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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The Purge Data utility removes data that has been marked for deletion in the program, but it does not delete the data from the program.

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The Recalculate Balances utility updates balances in patient accounts.

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2.9 Using Medisoft Security Features to Ensure HIPAA and HITECH Compliance

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• Access rights determine what a user can access, view, enter, and edit.

• Medisoft requires users to input a Login Name and a Password. – Requiring users to login allows tracking the actions of users within the program through

an audit report.


2.9 Using Medisoft Security Features to Ensure HIPAA and HITECH Compliance

• The Auto Log Off feature automatically logs the user off Medisoft due to inactivity.

• The HIPPA tab contains an Auto Log Off option and a Warn on Unapproved Codes option.

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CHAPTER © 2013 The McGraw-Hill Companies, Inc. All rights reserved. 2 Introduction to Medisoft.

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Transcript of CHAPTER © 2013 The McGraw-Hill Companies, Inc. All rights reserved. 2 Introduction to Medisoft.