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					     Patient Billing

MediSoft Tutorial

                       1
             MediSoft Functions

Topic                    Slide Numbers
Getting Started                2-5
Enter New Patient              6-11
Create New Case               12-14
Encounter Transactions        15-26
Insurance Payments            27-33
Schedule Appointments         34-36      2
       Start the MediSoft Program

     Insertdata disk before you start
      MediSoft
     Depress the F7 function key (first
      session only) and start MediSoft
     Leave disk in drive during entire
      work session

3
       Set MediSoft Program Date

     Set the Program Date before you
      enter transactions
     Click the date displayed on
       the status bar



     The pop-up calendar will display
4
         Set MediSoft Program Date

     Click the name of the month
     Click the desired month
      from the pop-up menu

    Click the year
    Select desired year from
     the pop-up menu
5
         Set MediSoft Program Date

    Select the desired day
     Tab or click outside the
      calendar to accept the
      new program date
     New program date will
      appear on the status
      bar
6
               Enter New Patient

Patient
Information Form
is the source
document for
creating a new
patient record


7
                    Enter New Patient
    Open Patient List from Lists menu
     or Patient icon


    Patient List
     will display

    Click New
     Patient
8
                    Enter New Patient

 Name, Address tab
  is active when
  window opens
 MediSoft will assign
  Chart Number after
  patient info has
  been entered

9
                       Enter New Patient

     Personal section
     information is entered
     on Name, Address tab




10
                             Enter New Patient

     Click Other
     Information to enter
     Assigned Provider
     and Employer

        (Bottom of form)




      (Employment section)


11
                         Enter New Patient

     Enter Case information
      Display Patient
       List

      Activate Case
       radio button

      Click New Case

12
                    Create New Case
     Personal Tab   Case Number
                     assigned by MediSoft

                     Enter Marital and
                      Student Status




13
                Create New Case
 Personal Tab
                  Enter Description
                   from Patient
                   Information Form




14
                             Create New Case

      Open Policy 1
       tab
      Enter Insurance
       Information

                       125




15
     Process Encounter Transaction
                  Encounter Form
                  is source for
                  Transaction Entry




16
     Process Encounter Transaction
                    Select patient
                    Select case
                    Click New




17
     Process Encounter Transaction
                 Enter Date
                 Select Procedure Code
                 Amount will display
                 Click Save to enter copay




18
         Process Copay Transaction




      Click Payment tab to enter
       copayment


19
     Process Copay Transaction
           Enter or accept Date
           Select Pay Code amount
            from drop-down list
           Amount will display




20
           Process Copay Transaction
                  Select Who Paid
                  Enter Check No.
                  Click Apply Payment to
                   Charges bar




21   Apply Payment to Charges window will open
           Process Copay Transaction
      Copay amount appears as Unapplied
      Enter copay amount in This Payment
      Click Close to apply copay to the
       charges




22
          Process Copay Transaction
      Copayment appears below the charges
       on Transaction window




23
                 Print Walkout Receipt

      After entering charges and copayment,
       click Print Receipt




24
                  Print Walkout Receipt

      Select All Transactions from Report List




      Choose to Preview report




25
                 Print Walkout Receipt

      The transaction date must appear in
       both date fields




      Click OK to display Walkout Receipt

26
     Print Walkout Receipt

          Walkout Receipt
           Procedures
            charge(s)
           Copayment
           Amount due
            this visit
           Account balance


27
     Enter Insurance Payment

          Information on
          Remittance Advice
          is entered in Deposit
          List dialog box.




28
            Enter Insurance Payment

     Enter Date of deposit




      Click New
29
         Enter Insurance Payment
               Select Insurance as
                the Payor Type
               Enter Check Number




Enter total
   Payment
30 Amount
             Enter Insurance Payment

 Click Insurance carrier
 Select carrier from drop-down list




    Click
31
     Save
        Apply Insurance Payment

 Open Deposit
  List
 Enter Date
 Check Show
  Unapplied only
 Select deposit to
  apply
 Click Apply
32
         Apply Insurance Payment

 Select patient
                     (payment section of Remittance Advice)


 Match
  Procedure on
  RA with account
 Enter amount
  paid by
  insurance
33
             Apply Insurance Payment

When all payments
for a patient have
been entered,
click Save
Payments/
Adjustments
     Close Apply
     Payments
     window
34
            Schedule Appointments
 Open Office Hours




    Use arrows to select date of
35   appointment
                Schedule Appointment
 Display the physician drop-down list
 Select physician
 Right-click
  in desired
  time
 Select New
  Appointment
  from pop-up
  menu
36
             Schedule Appointment
 Select patient’s Chart from drop-
  down list
 Select Case or
  enter reason for
  appointment
 Accept or change
  default Length of
  appointment
 Click Save
37

				
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