Mastering Medisoft Book

Flom/Mastering Medisoft

Table of Contents

Chapter 1: Medisoft Daily Tasks, Patient Charts and Appointments

Introduction

Overview of the Daily Medisoft Tasks and Office Procedures

Scheduling Appointments and Developing Superbills

Practice Exercise 1-1: Scheduling Patients

Practice Exercise 1-2: Print a Schedule for Each Doctor

Entering Patient Charges and Payments

Processing Mail Denials and Payments

Proofing Daily Work

Submitting Insurance Claims

Backing-up Medisoft

Practice Exercise 1-3: Backing up Medisoft

Other Tasks Within a Medical Office

Verify Eligibility of Insurance Coverage

Review Proper Coding and Billing Procedures

Review of Contract Payments

Medisoft Patient Charges and Appointment Entry

Practice Exercise 1-4: Entering Appointments and Patient Charts

Medisoft Short Cuts and Hot Keys

Medisoft Support

Help within Medisoft

Practice Exercise 1-5: Accessing Help Within Medisoft

Linking the Patient Information to the CMS-1500 Form

Scheduling Breaks

Practice Exercise 1-6: Entering Breaks

Moving, Editing, and Deleting

Practice Exercise 1-7: Moving, Editing, and Deleting

Printing Schedules and Superbills

Practice Exercise 1-8: Printing the Schedule

Practice Exercise 1-9: Printing the Superbills

Chapter Review

Resources

Chapter 2: Patient Information

Introduction

Overview of the Case Information

Creating a Case

Practice Exercise 2.1: Creating a New Case

Practice Exercise 2.2: Determining the Version of Medisoft on Your Computer

Practice Exercise 2.3: Creating a Case for Jane N. Jordan

Practice Exercise 2.4: Chapter Application: Creating a New Case for William Jon Johnson

Copy Case Feature

Practice Exercise 2.5: Copying a Case

Creating Custom Patient and Case Data

Practice Exercise 2-6: Creating Custom Patient Data

Three Forms of Help in Medisoft

Medisoft Manual

Help within Medisoft

Knowledge Base

Practice Exercise 2-7: Using the Knowledge Base

Signatures and Assignments

Chapter Review

Resources

Chapter 3: Transaction Entry

Introduction

Overview of Transaction Entry

The Components of a Charge

Practice Exercise 3-1: Adding a Charge

The Components of a Payment

Practice Exercise 3-2: Posting a Payment

The Components of an Adjustment

Practice Exercise 3-3: Posting an Adjustment

The Components of a Comment

Practice Exercise 3-4: Adding Notes and Comments

Modifying the Grid Columns

Practice Exercise 3-5: Modifying Grid Columns

Defining Coding Systems

CPT and HCPCS Codes

Modifiers

Diagnosis Linkage

Place of Service (POS) Codes

Multilink Codes

Practice Exercise 3-6: Using Medisoft Help to Research Key Terms

Practice Exercise 3-7: Entering Charges, Payments, Adjustments, and Comments

Practice Exercise 3-8: Checks and Balances: Patient Day Sheet

Chapter Review

Resources

Chapter 4: Claim Management

Introduction

Overview of Claim Management

Creating Claims

Practice Exercise 4-1: Creating Claims

Printing and/or Transmitting Claims

Paper Claims

Practice Exercise 4-2: Printing Claims

Electronic Claims

Primary, Secondary, and Tertiary Claims

Determining Primary Coverage

Managing Claims in Claim Management

Defining Claim Status

Practice Exercise 4-3: The “List Only” Feature of Claims Management

Automatic versus Manual Claim Status

Managing Claims by the Claims Grid, Search and Sort, and List Only

The Claims Grid

Practice Exercise 4-4: Finding Claims

Search and Sort

List Only

Viewing Claim Detail

Rebilling Claims

Practice Exercise 4-5: Rebilling Claims, One At A Time]

Practice Exercise 4-6: Rebilling Claims by Selection

Practice Exercise 4-7: Rebilling Claims in a Group

Aligning the Claim Form

Practice Exercise 4-8: A Final Review of Creating, Filtering, and Printing Claims

Chapter Review

Resources

Chapter 5: Posting Mail Payments and Balancing the Day

Introduction

Overview of Posting Mail Payments

Accessing Enter/Deposit Payments

Opening and Preparing to Process the Mail

Creating a New Deposit

Creating Deposits for Patient Payments

Applying Deposits for Patient Payments

Practice Exercise 5-2: Creating a Patient Payment Deposit

Creating Deposits for Insurance Payments

Applying Deposits for Insurance Payments

Practice Exercise 5-3: Creating an Insurance Deposit

Creating Deposits for Capitation Payments

Applying Payments/Adjustments to Charges

Practice Exercise 5-4: Creating a Capitation Deposit

Applying Deposits for Patient Payments

Applying Deposits for Insurance Payments

Printing the Deposit Report

Printing the Day Sheet and Balancing the Day

Practice Exercise 5-5: Entering New Deposits: Additional Practice

Practice Exercise 5-6: Applying Deposits: Additional Practice

Practice Exercise 5-7: Balancing the Day: Additional Practice

Chapter Review

Resources

Chapter 6: Statement Management

Introduction

Overview of Statement Management

Accessing Statement Management

Creating Statements

Printing Statements

Practice Exercise 6-1: Creating and Printing Statements

Tracking Statements

Practice Exercise 6-2: Tracking Statements

Sorting Statements

Modifying the Statement Management Grid

Practice Exercise 6-3: Creating Clinic Policies

Statement Manager Toolbar Options

The Top Toolbar

The Bottom Toolbar

Cycle Billing Statement

Practice Exercise 6-4: Implementing Cycle Billing

Practice Exercise 6-5: Sorting Statements and Adding Comments

Chapter Review

Resources

Chapter 7: Data Backup and Data Maintenance

Introduction

Overview of Backing Up Medisoft

Practice Exercise 7-1: Becoming Familiar with the Backup and Restore Facilities

Creating a Backup

Task Scheduler

Practice Exercise 7-2: Task Scheduler

Practice Exercise 7-3: Printing the Registration

View Backup Disks

Practice Exercise 7-4: Creating a Backup

Restoring a Backup

Backup Root Data

Backing Up Multiple Practices

Restore Root Data

Practice Exercise 7-5: Finding Help

File Maintenance for Multiple Practices and Backups

Practice Exercise 7-6: Running File Maintenance

Chapter Review

Resources

Chapter 8: Billing Charges, Security Setup and Other Little- Known Features

Introduction

Overview of the Little Known Features

Billing Charges

Small Balance Write-Off

Security Setup

Group Setup

Permissions

Audit Records

Detailing the Features

Billing Charges: A Closer Look

Practice Exercise 8-1': Billing Charges

Small Balance Write-offs: A Closer Look

Practice Exercise 8-2: Small Balance Write-Offs

Security Setup: A Closer Look

Practice Exercise 8-3: Security Setup

Group Settings: A Closer Look

Practice Exercise 8-4: Group Setup

Permissions: A Closer Look

Practice Exercise 8-5: Changing Permissions

Audit Records

Practice Exercise 8-6: Creating an Audit Report: Audit Generator

Chapter Review

Resources

Chapter 9: Reporting and Accounts Receivable Management

Introduction

An Overview of Managing Accounts Receivables

Creating Accounts Receivables Clinic Policies

Determining the Days in AR

Practice Exercise 9-1: Determining the Days in Accounts Receivables

Reports and Strategies for Collecting Accounts Receivables

The Simple Patient Aging Report

Practice Exercise 9-2: Setting the Aging Column in Program Options

Practice Exercise 9-3: Printing the Patient Aging Report

Printing the Insurance Aging Reports: Primary, Secondary, and Tertiary

Practice Exercise 9-4: Printing Insurance Aging Reports

Insurance Follow-up through Claim Management and Collection List

Claim Management

Collection List

Practice Exercise 9-5: Adding Items to the Collection List

Patient Follow-up through Statement Management and Collection List

Statement Management

Collection List

Practice Exercise 9-5: Resolving Collection List Items

Practice Exercise 9-6: Printing a Practice Analysis

Reports for the Doctor and/or Office Manager

Practice Analysis

Patient Day Sheet

User Information Report

Chapter 10: Report Designer

Introduction

Overview of Design Custom Reports and Bills

Accessing Design Custom Reports and Bills

Practice Exercise 10-1: Customizing the Toolbar

An Overview of Design Custom Reports and Bills

Practice Exercise 10-2: Becoming Familiar with DCRB

Opening an Existing Report and Making Minor Adjustments

Practice Exercise 10-3: Opening and Viewing a Report

Opening an Existing Report and Making Major Adjustments

Adding a Field

Using Report Properties

Practice Exercise 10-4: Modifying the Insurance Form

Most Common Labels

Creating a New Report

Logos, Warnings, and Other Options to Customize

Practice Exercise 10-5: Adding a Company Logo to Statements

Copying a Report or Bill from one Practice Set to Another

Practice Exercise 10-6: Printing Labels for Fliers and Newsletters

Chapter Review

Resources

Chapter 11: Work Administrator, HIPAA, and Electronic Transactions

Introduction

Overview of Work Administrator

Creating Users and Groups

Accessing Work Administrator

Viewing the Work Administrator Dashboard

Practice Exercise 11-1: Becoming Familiar with Work Administrator

Adding Assignments Manually to Work Administrator

Adding Assignments Automatically to Work Administrator

Practice Exercise 11-2: Creating a New Assignment

Filtering Assignments

Practice Exercise 1103: Filtering Assignments

Processing Assignments

Practice Exercise 11-4: Creating a Rule

Overview of HIPAA and EDI Transactions

Health Insurance Reform

Administrative Simplification

Privacy and Security

EDI Transactions

EDI Transactions in Medisoft

The EDI Enrollment Process

Chapter Review

Resources