Glencoe Computers in the Medical Office : Using Medisoft for Windows

by Sanderson, Susan M.

• ISBN13: 9780028019901
• ISBN10: 0028019903
• Edition: 2nd
• Format: Paperback
• Copyright: 1998-01-07
• Publisher: McGraw-Hill Science/Engineering/Math

Summary

This practical text-workbook prepares medical office assistant students to use the new and very popular MediSoft Patient Accounting for Windows. The three-part text includes an op-tional section on computer basics, followed by MediSoft train-ing, and a series of real-world simulations. Students will learn to input patient information, schedule appointments, handle billing, produce medical office lists and reports, and other tasks.

Table of Contents

Preface	ix
PART 1 INTRODUCTION TO COMPUTERS IN THE MEDICAL OFFICE	1	(50)
CHAPTER 1 THE FLOW OF INFORMATION IN THE MEDICAL OFFICE	2	(13)
The Task Cycle	3	(12)
Scheduling Appointments	3	(1)
Gathering and Recording Patient Information	4	(1)
Recording Diagnoses and Procedures	4	(2)
Billing Patients and Filing Insurance Claims	6	(4)
Reviewing and Recording Payments	10	(5)
CHAPTER 2 THE ROLE OF COMPUTERS IN THE MEDICAL OFFICE	15	(14)
Introduction to the Role of Computers in the Medical Office	16	(2)
Advantages of Computers	18	(3)
Scheduling Applications	21	(1)
Accounting Applications	21	(4)
Setting Up the Practice	22	(1)
Entering Transaction Information	23	(1)
Creating the Insurance Claim Form	23	(1)
Electronic Media Claims	23	(2)
Word Processing and Internet Applications	25	(1)
Electronic Medical Record Applications	26	(3)
CHAPTER 3 AN OVERVIEW OF MICROSOFT WINDOWS 95	29	(22)
Introduction to Windows 95	30	(1)
Windows 95 Techniques	30	(2)
Pointing	30	(1)
Clicking	31	(1)
Double-Clicking	31	(1)
Dragging	31	(1)
Starting and Shutting Down Windows 95	32	(1)
Starting Windows 95	32	(1)
Shutting Down Windows 95	32	(1)
The Windows 95 Desktop	33	(3)
Icons	33	(1)
Taskbar	34	(1)
Windows	34	(2)
Working with Windows	36	(2)
Moving a Window	36	(1)
Sizing a Window	36	(1)
Changing What Is Displayed in a Window	36	(2)
Working with Dialog Boxes	38	(3)
Text Box	38	(2)
Tab	40	(1)
Drop-Down List Box	40	(1)
Check Box	40	(1)
Counter Button	40	(1)
Radio Button	40	(1)
Command Button	40	(1)
Performing Common Tasks in Windows 95	41	(10)
Starting a Program	41	(1)
Selecting a Menu Command	42	(1)
Using Shortcut Menus	42	(1)
Accessing Online Help	43	(8)
PART 2 MEDISOFT FOR WINDOWS TRAINING	51	(178)
CHAPTER 4 INTRODUCTION TO MEDISOFT	52	(19)
What Is MediSoft?	53	(1)
How MediSoft Data Is Organized and Stored	53	(2)
MediSoft Databases	53	(1)
Using the Student Data Disk	54	(1)
Using MediSoft	55	(16)
Starting MediSoft	56	(1)
Exercise 4-1	56	(1)
The MediSoft Menu Bar	56	(3)
Exercise 4-2	59	(1)
The MediSoft Toolbar	60	(1)
Exercise 4-3	61	(1)
Entering and Editing Data	62	(2)
Exercise 4-4	64	(1)
Saving Data	65	(1)
Deleting Data	65	(1)
Backing Up Data	66	(1)
Using MediSoft Online Help	66	(1)
Exiting MediSoft	66	(1)
Exercise 4-5	67	(1)
Exercise 4-6	67	(4)
CHAPTER 5 RECORDING PATIENT INFORMATION	71	(16)
How Patient Information Is Organized in MediSoft	72	(1)
Searching for Patient Information	73	(1)
Exercise 5-1	74	(1)
Entering New Patient Information	74	(9)
Name, Address Tab	75	(1)
Exercise 5-2	76	(1)
Other Information Tab	76	(4)
Exercise 5-3	80	(1)
Adding an Employer to the Address List	81	(1)
Exercise 5-4	82	(1)
Editing Information on an Established Patient	83	(4)
Exercise 5-5	84	(3)
CHAPTER 6 WORKING WITH CASES	87	(30)
What Is a Case?	88	(3)
When to Set Up a New Case	88	(1)
Case Command Buttons	88	(3)
Entering Case Information	91	(22)
Personal Tab	91	(2)
Exercise 6-1	93	(1)
Account Tab	94	(1)
Exercise 6-2	95	(1)
Adding a Referring Provider to the Database	96	(3)
Diagnosis Tab	99	(1)
Exercise 6-3	100	(1)
Policy 1 Tab	100	(2)
Adding An Insurance Carrier to the Database	102	(4)
Exercise 6-4	106	(1)
Policy 2 Tab	106	(1)
Policy 3 Tab	107	(1)
Condition Tab	107	(3)
Exercise 6-5	110	(1)
Medicaid and CHAMPUS Tab	111	(1)
Miscellaneous Tab	112	(1)
Editing Case Information on an Established Patient	113	(4)
Exercise 6-6	114	(3)
CHAPTER 7 ENTERING TRANSACTIONS	117	(28)
Transaction Entry Overview	118	(1)
The Transaction Entry Dialog Box	118	(2)
Entering Charges	120	(6)
MultiLink Codes	121	(2)
Saving Charge Transactions	123	(1)
Exercise 7-1	124	(1)
Exercise 7-2	125	(1)
Entering Payments	126	(4)
Applying Payments to Charges	127	(1)
Saving Payment Transactions	128	(1)
Exercise 7-3	128	(1)
Exercise 7-4	129	(1)
Entering Adjustments	130	(3)
Applying Adjustments to Charges	131	(1)
Saving Adjustment Transactions	132	(1)
Exercise 7-5	132	(1)
Printing Walkout Receipts	133	(2)
Exercise 7-6	134	(1)
Editing and Deleting Transactions	135	(5)
Locating Information on Patients and Cases	136	(1)
Exercise 7-7	137	(2)
Exercise 7-8	139	(1)
Additional Information in the Transaction Entry Dialog Box	140	(5)
Diagnosis	140	(1)
Insurance Carrier / Guarantor Financial Responsibility	140	(1)
Last Visit and Last Payment	141	(1)
Account Summary	141	(4)
CHAPTER 8 SCHEDULING	145	(30)
Introduction to Office Hours	146	(3)
Overview of the Office Hours Screen	146	(1)
Program Options	147	(1)
Entering and Exiting Office Hours	148	(1)
Entering Appointments	149	(9)
Looking for a Future Date	151	(1)
Exercise 8-1	152	(1)
Exercise 8-2	152	(1)
Exercise 8-3	153	(1)
Exercise 8-4	154	(1)
Searching for Available Appointment Time	154	(1)
Exercise 8-5	154	(2)
Exercise 8-6	156	(1)
Exercise 8-7	156	(1)
Booking Repeated Appointments	157	(1)
Exercise 8-8	158	(1)
Changing or Deleting Appointments	158	(2)
Exercise 8-9	159	(1)
Creating a Recall List	160	(4)
Adding a Patient to the Recall List	162	(1)
Exercise 8-10	163	(1)
Creating Breaks	164	(6)
Create Break Command	164	(1)
Exercise 8-11	165	(1)
Recurring Breaks Command	166	(3)
Exercise 8-12	169	(1)
Previewing and Printing Schedules	170	(5)
Exercise 8-13	171	(4)
CHAPTER 9 USING CLAIM MANAGEMENT	175	(16)
Creating Claims	176	(3)
Create Claims Dialog Box	176	(2)
Exercise 9-1	178	(1)
Claim Selection	179	(2)
Editing Claims	181	(4)
Carrier 1 Tab	182	(1)
Carrier 2 and Carrier 3 Tabs	182	(1)
Transactions Tab	183	(1)
Comment Tab	183	(1)
Exercise 9-2	184	(1)
Electronic Media Claims	185	(6)
Steps in Submitting Electronic Claims	185	(1)
Transmitting Electronic Claims in MediSoft	185	(1)
Exercise 9-3	186	(1)
Reviewing the Audit/Edit Report	187	(1)
Exercise 9-4	187	(4)
CHAPTER 10 PRINTING REPORTS	191	(26)
Reports in the Medical Office	192	(25)
Standard Reports	192	(4)
Exercise 10-1	196	(2)
Exercise 10-2	198	(2)
Exercise 10-3	200	(2)
Exercise 10-4	202	(2)
Exercise 10-5	204	(1)
Exercise 10-6	205	(3)
Exercise 10-7	208	(1)
Custom Reports	209	(1)
Exercise 10-8	210	(1)
Exercise 10-9	210	(1)
Exercise 10-10	210	(2)
Exercise 10-11	212	(5)
CHAPTER 11 USING UTILITIES	217	(12)
MediSoft's Utility Features	218	(11)
Backing Up Data	218	(2)
Restoring Data	220	(1)
File Maintenance Utilities	221	(8)
PART 3 SIMULATIONS	229	(34)
CHAPTER 12 HANDLING PATIENT RECORDS AND TRANSACTIONS	230	(11)
Simulation 12-1: Inputting Patient Information	231	(5)
Simulation 12-2: An Emergency Visit	236	(2)
Simulation 12-3: Inputting Transaction Data	238	(1)
Simulation 12-4: Christopher Palmer	239	(2)
CHAPTER 13 SETTING UP APPOINTMENTS	241	(4)
Simulation 13-1: Making an Appointment Change	242	(1)
Simulation 13-2: Juggling Schedules	242	(1)
Simulation 13-3: Adding Patients to the Recall List	243	(1)
Simulation 13-4: Diane Hsu and Michael Syzmanski	243	(1)
Simulation 13-5: Changing a Transaction Record	244	(1)
CHAPTER 14 PRINTING SUPERBILLS, LISTS, AND REPORTS	245	(8)
Simulation 14-1: Finding a Patient's Balance	246	(1)
Simulation 14-2: Printing a Schedule	246	(1)
Simulation 14-3: Printing Superbills	247	(1)
Simulation 14-4: Printing Day Sheet Reports	247	(2)
Simulation 14-5: Creating a Patient Aging Report	249	(1)
Simulation 14-6: Recording a Payment for a Past Transaction	249	(1)
Simulation 14-7: Stewart Robertson	249	(4)
CHAPTER 15 PRINTING STATEMENTS AND CREATING CLAIMS	253	(6)
Simulation 15-1: Printing Patient Statements	254	(1)
Simulation 15-2: Creating Insurance Claims	254	(1)
Simulation 15-3: Printing Insurance Claim Forms	255	(1)
Simulation 15-4: Printing Statements for Patients with Outstanding Balances	255	(1)
Simulation 15-5: Viewing Claims for Patients with U.S. Life as Their Primary Insurance Carrier	256	(1)
Simulation 15-6: Putting It All Together	256	(3)
CHAPTER 16 FILING ELECTRONIC MEDIA CLAIMS	259	(4)
Electronic Claim Requirements	259	(1)
Simulation 16-1: Performing an On-Screen Edit Check	260	(1)
Simulation 16-2: Preparing a Claim for Electronic Transmission	261	(2)
PART 4 SOURCE DOCUMENTS	263	(38)
Index	301