Introduction to Medisoft 3
Learning Outcomes
3-2
When you finish this chapter, you will be able to:
3.1
3.2
3.3
3.4
3.5
3.6
List the six databases Medisoft uses to store
information.
List the menus in Medisoft.
Explain the function of the Medisoft toolbar.
Explain how to enter, edit, save, and delete data in
Medisoft.
Describe how to change the Program Date in
Medisoft.
Discuss three types of help available in Medisoft.
Learning Outcomes (Continued)
3-3
When you finish this chapter, you will be able to:
3.7
3.8
3.9
Explain how to create and restore backup files in
Medisoft.
Describe the functions of the file maintenance
utilities in Medisoft.
Describe the Medisoft security features used to
ensure compliance with HIPAA and HITECH regulations.
Key Terms
•
•
•
•
•
•
Access rights
Auto Log Off
backup data
database
knowledge base
Medisoft Program Date
•
•
•
•
•
•
MMDDCCYY format
packing data
purging data
rebuilding indexes
recalculating balances
restoring data
3-4
3.1 The Medisoft Databases
• Medisoft is a Practice Management Program
• A database is a collection of related pieces of
information
• Medisoft stores six major types of data:
1.
2.
3.
4.
5.
6.
Provider data
Patient data
Insurance carriers
Diagnosis codes
Procedure codes
Transactions
3-5
3.2 The Medisoft Menus
• Medisoft actions are found in menus:
File Menu
Edit Menu
Activities Menu
3-6
3-7
3.2 The Medisoft Menus (Continued)
• Medisoft actions are found in menus:
Lists Menu
Reports Menu
Tools Menu
3-8
3.2 The Medisoft Menus (Continued)
• Medisoft actions are found in menus:
Windows Menu
Help Menu
3.3 The Medisoft Toolbar
• The toolbar contains a series of buttons with
icons, used as shortcuts to select actions
3-9
Log on to Computer!
• Login using SID and password
• Start Medisoft
– Either blue circle icon or
– Start – Programs – Medisoft – Medisoft
Advanced Patient Accounting
– In the Find Medisoft Database dialogue box,
type C:\Medidata
3.4 Entering, Editing, Saving, and
Deleting Data in Medisoft
• Medisoft offers the following capabilities for
data management:
– Entering Data
– Editing Data
– Saving Data
– Deleting Data
3-10
3.4 Entering, Editing, Saving, and 3-11
Deleting Data in Medisoft (Continued)
• Entering Data
– All data entered through the menu bar or toolbar
– Selecting an option opens a dialog box
– Tab key moves between boxes within a dialog box
– Data entered through keying or by selecting an
item, such as from a drop-down list
• Editing Data
– Follow steps used to enter data to edit it
– Newly entered data will overwrite old data
3.4 Entering, Editing, Saving, and 3-12
Deleting Data in Medisoft (Continued)
• Saving Data
– Click the Save button that appears in most dialog
boxes
– Select a location to save the data
• Deleting Data
– Click the Delete button offered in some dialog boxes
– If there is no Delete button, select the information
and click the Delete key on the keyboard or right-click
the mouse and select the Delete option from the
shortcut menu
3-13
3.5 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
3.5 Changing the Medisoft
Program Date (Continued)
• The Medisoft program date must be correctly
set
by
the
user
Pop-up
Calendar month
Calendar year
Calendar
pop-up list
Pop-up list
3-14
3.6 Using Medisoft Help
• Medisoft offers three types of help:
1. Hints displayed as the cursor moves over certain
fields
2. Built-in help feature
3. The Medisoft corporate website at:
http://www.Medisoft.com
•
Offers a searchable knowledge base, a collection of
up-to-date technical information about Medisoft
products
3-15
3-16
3.7 Creating and Restoring Backup Files
• Backup data is an extra copy of data made at a
specific time
• 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
3.7 Creating and Restoring
Backup Files (Continued)
• Backup data can be used in the event the
database file is damaged Backup dialog box
Shows where the data
will be stored
3-17
3.7 Creating and Restoring
Backup Files (Continued)
• 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
3-18
3.7 Creating and Restoring
Backup Files (Continued)
6. When the Confirm box appears, click OK
7. When the Restore Complete message appears,
click OK
8. Close the Restore dialog box
3-19
3.7 Creating and Restoring
Backup Files (Continued)
3-20
• Restore data to load previously saved files and
overwrite the current database
Restore dialog box
Verify the data file
Is correct here
3-21
3.8 Medisoft’s File Maintenance Utilities
• Medisoft includes four utilities for maintaining
the database:
1.
2.
3.
4.
Rebuild Indexes
Pack Data
Purge Data
Recalculate Balances
3.8 Medisoft’s File Maintenance
Utilities (Continued)
• The Rebuild
Indexes utility
checks and verifies
data and corrects
any internal
problems that may
exist
3-22
3.8 Medisoft’s File Maintenance
Utilities (Continued)
• 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.
3-23
3.8 Medisoft’s File Maintenance
Utilities (Continued)
• The Purge Data
utility removes
data that has been
marked for deletion
in the program, but
does not delete it
from the program
3-24
3.8 Medisoft’s File Maintenance
Utilities (Continued)
• The Recalculate
Balances utility
updates balances in
patient accounts
3-25
3.9 Using Medisoft Security Features to3-26
Ensure HIPAA and HITECH Compliance
• Access rights determine what a user can
access, view, enter, and edit
• Medisoft requires users to input a Login Name
and a Password
• The Auto Log Off feature automatically logs
the user off Medisoft due to inactivity