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