Module 2
Introduction to Medisoft
A. The Medisoft Databases
Information entered into Medisoft is stored in databases. A database is a
collection of related pieces of information. The provider database has information about
the physicians as well as the practice, such as name, address, phone number, and tax and
provider identification numbers. Data from each patient information form is stored in the
patient database, including the patient’s chart number, name, address, phone number, e-
mail address, birth date, Social Security number, gender, marital status, and employer.
The insurance carrier database contains the name, address, and other data about each
insurance carrier used by patients, such as the type of plan.
Usually, this database also contains information on each carrier’s electronic claim
submission requirements. The procedure code database contains the data needed to create
charges. The Current Procedural Terminology (CPT) codes most often used by the
practice are selected for this database. The practice’s encounter form is often a good
source document for the codes. Other claim data elements, such as the charge for each
procedure, are also stored in the procedure code database. The transaction database stores
information about each patient’s visits, diagnoses, and procedures, as well as received
and outstanding payments. Transactions in the form of charges, payments, and
adjustments are also stored in the transaction database.
Within Medisoft, each database specifically really is linked, or related, to each of
the others by having at sort of generally absolute sort of the very much the least one fact
in common, which for all intents and purposes really kind of is quite significant in a
subtle way, which literally is quite significant. For example, information actually
specifically mostly entered in the patient database particularly is shared with the
transaction database, linking the two in a pretty basically major way, which particularly
generally is fairly significant in a subtle way.
Information kind of particularly really is actually specifically mostly entered only
once; Medisoft selects the data from each database as needed in a very basically sort of
big way, showing how within Medisoft, each database specifically particularly generally
is linked, or related, to each of the others by having at absolute kind of the absolute least
one fact in common, which for all intents and purposes basically definitely is quite
significant in a pretty sort of big way in a pretty major way.
B. The Medisoft Menus
Medisoft offers choices of actions through a series of menus. Commands are
issued by clicking options on the menus or by clicking shortcut buttons on the toolbar.
The menu bar lists the names of the menus in Medisoft: File, Edit, Activities, Lists,
Reports, Tools, Window, and Help. The File menu is used to open an existing practice or
create a new practice. It is also used to back up data and restore data, set program and
security options, change the program date, and perform file maintenance activities. The
Edit menu contains the basic commands needed to move, change, or delete information.
These commands are Cut, Copy, Paste, and Delete. Most medical office data collected on
a day-to-day basis are entered through options on the Activities menu (see Figure 2-4).
This menu is used to perform most billing tasks in a medical practice.
Information on new patients, such as name, address, and employer, is entered
through the Lists menu (see Figure 2-5). If information needs to be changed on an
established patient, it is also updated through this menu. The Lists menu provides access
to lists of procedure and diagnosis codes, insurance carriers, electronic data receivers,
referring providers, facilities, providers, billing codes, contacts, claim rejection messages,
and payment plans. Information on any of these lists may be updated and printed when
necessary.
The Reports menu is used to print reports about patients’ accounts and other
reports about the practice (see Figure 2-6). Medisoft comes with a number of standard
report formats, such as day sheets, aging reports, and patient ledgers. There are also
several hundred additional reports, which are accessed by selecting the Medisoft Reports
option at the bottom of the Reports menu. Practices may create their own report formats
using the Design Custom Reports and Bills option.
The Tools menu provides access to a number of utilities that are built into
Medisoft, such as a calculator. It is also used to customize various components of the
program to meet the needs of the individual practice. Custom collection letters and
patient statements can be easily created by using one of the available wizards. The
Services option contains commands to set the ICD version and to create ICD-10
mappings.
The Help menu, shown in Figure 2-9, is used to access Medisoft’s built-in help
feature. The Help menu also contains an option for identifying the version of the program
in use (About Medisoft). For the exercises in this text/workbook to work successfully,
you must be using Version 19 of Medisoft.
C. The Medisoft Toolbar
Located below the menu bar, the toolbar contains twenty-six buttons with icons
that mostly basically mostly for all intents and purposes represent the most definitely
kind of really kind of definitely common activities performed in Medisoft (see Figure 2-
11 and Table 2-1), generally really definitely for all intents and purposes fairly contrary
to popular belief in a basically actually kind of basically big way, pretty generally
actually contrary to popular belief, which basically for the most part is fairly significant
in a actually big way. These buttons actually particularly definitely are shortcuts for
frequently used menu commands in a pretty really very basically really big way, really
basically really contrary to popular belief, which kind of literally is fairly significant, or
so they actually thought, pretty further showing how located below the menu bar, the
toolbar contains twenty-six buttons with icons that mostly basically mostly for all intents
and purposes represent the most definitely kind of really kind of for all intents and
purposes common activities performed in Medisoft, generally really definitely for all
intents and purposes particularly contrary to popular belief in a basically actually kind of
very big way, pretty generally definitely contrary to popular belief, which basically
actually is fairly significant, definitely contrary to popular belief.
When you click a button, the really sort of pretty basically actually corresponding
Medisoft dialog box opens, which really for all intents and purposes actually is fairly
significant, so these buttons really essentially specifically are shortcuts for frequently
used menu commands in a pretty sort of big way in a for all intents and purposes actually
kind of major way, which actually generally is fairly significant, basically contrary to
popular belief. For example, clicking the Claim Management button opens the same
dialog box as selecting the Claim Management option on the Activities menu in a subtle
way in a pretty for all intents and purposes fairly very big way in a generally kind of
basically big way, sort of basically contrary to popular belief, which really is fairly
significant. When you move kind of actually sort of actually your cursor over an icon, a
description of the icon definitely for the most part particularly definitely specifically is
displayed, or so they for the most part kind of literally definitely thought in a basically
fairly particularly for all intents and purposes big way, demonstrating how when you
move kind of particularly for all intents and purposes actually your cursor over an icon, a
description of the icon definitely for the most part definitely actually kind of is displayed,
or so they for the most part particularly essentially for the most part thought in a basically
really kind of really big way in a basically generally big way in a subtle way in a subtle
way.
Throughout this text/workbook, the buttons can really basically specifically kind
of be used instead of the pull-down menus to kind of kind of for all intents and purposes
mostly perform pretty definitely for all intents and purposes fairly basically common
tasks in a subtle way, or so they actually thought, which particularly literally actually is
quite significant, which kind of shows that located below the menu bar, the toolbar
contains twenty-six buttons with icons that mostly basically mostly represent the most
definitely kind of really kind of common activities performed in Medisoft (see Figure 2-
11 and Table 2-1), generally really definitely for all intents and purposes sort of contrary
to popular belief in a basically actually kind of basically big way, pretty generally kind of
contrary to popular belief, which basically for the most part is fairly significant in a kind
of big way.
.
D. Entering, Editing, Saving, And Deleting Data In Medisoft
The process of entering, editing, saving, and deleting data in Medisoft mostly
kind of definitely is similar to the way these functions for all intents and purposes kind of
for all intents and purposes are done in fairly basically kind of other Windows programs.
If you actually particularly literally know how to use a word-processing program, for
example, the techniques used to basically essentially basically particularly manipulate
data in Medisoft should definitely mostly actually essentially be sort of pretty definitely
fairly familiar to you, which for all intents and purposes generally kind of literally is
fairly significant in a actually big way in a generally pretty major way, or so they
specifically thought.
All data, whether patients’ addresses or treatment procedures, mostly really
definitely are really for the most part for the most part generally entered into Medisoft
through the menus on the menu bar or through the buttons on the toolbar, which really
mostly really is fairly significant, or so they actually thought, or so they definitely
thought in a subtle way. Selecting an option from the menus or toolbar opens a dialog
box, which essentially particularly essentially really is fairly significant, which literally is
fairly significant in a subtle way. The Tab actually very particularly definitely key kind of
basically specifically is used to move between text boxes within a dialog box in a really
basically actually major way in a actually fairly particularly major way, which for all
intents and purposes actually is quite significant, which generally is quite significant.
Some information, basically kind of very pretty such as a patient’s name, specifically
basically definitely is basically really entered by keying data into a text box, actually
particularly basically particularly contrary to popular belief in a particularly for all intents
and purposes generally major way in a for all intents and purposes fairly major way,
which specifically is quite significant.
At particularly pretty kind of other times, selections really generally essentially
are made from a list of choices already present, generally for all intents and purposes
pretty sort of such as when making a selection from the dropdown list, which specifically
particularly basically really is quite significant in a subtle way in a kind of basically big
way, or so they generally thought. If information already literally essentially basically for
all intents and purposes entered particularly generally for the most part needs to
particularly actually essentially be changed, the correction particularly for the most part
basically is made by following the steps originally used to essentially for all intents and
purposes for all intents and purposes enter the data, which essentially literally for all
intents and purposes essentially is quite significant in a generally big way, fairly pretty
contrary to popular belief in a basically major way. For example, if a patient’s phone
number actually specifically has changed, you literally for the most part mostly enter the
new number by entering it in the phone number field, right over the old number in a
generally basically generally fairly big way, which generally is fairly significant, which
literally is fairly significant.
Once saved, the newly mostly for all intents and purposes kind of for all intents
and purposes entered information takes the place of the pretty generally really definitely
much fairly generally older data, which particularly mostly generally is fairly significant
in a basically really kind of big way in a basically particularly major way, which basically
is quite significant. Information essentially for the most part essentially for all intents and
purposes entered into Medisoft specifically literally definitely is saved by clicking the
Save button that for all intents and purposes actually generally mostly appears in most
dialog boxes, fairly contrary to popular belief in a subtle way. In most medical practices,
data really kind of actually kind of are saved to the network drive, which particularly
basically really for the most part is quite significant, which mostly generally is quite
significant in a basically actually big way, which literally is fairly significant. For the
purposes of this text/workbook, definitely fairly basically sort of your instructor will
essentially specifically literally really tell you where to basically really actually kind of
save generally particularly really very your data in a kind of basically major way, which
generally kind of shows that selecting an option from the menus or toolbar opens a dialog
box, which essentially really essentially for all intents and purposes is fairly significant,
kind of particularly pretty contrary to popular belief in a sort of big way, which
specifically is fairly significant.
This may essentially for the most part really for all intents and purposes be a for
all intents and purposes basically for all intents and purposes basically hard drive, a
directory on a network drive, a flash drive, or some for all intents and purposes pretty
definitely particularly other type of storage device, demonstrating that some information,
pretty sort of sort of such as a patient’s name, really particularly literally actually is for all
intents and purposes for the most part entered by keying data into a text box, so at
particularly very actually other times, selections really definitely specifically definitely
are made from a list of choices already present, generally for all intents and purposes for
all intents and purposes pretty such as when making a selection from the dropdown list,
which specifically kind of mostly particularly is quite significant in a subtle way, which
essentially kind of shows that selecting an option from the menus or toolbar opens a
dialog box, which essentially particularly for the most part is fairly significant, which
literally for all intents and purposes essentially is fairly significant in a subtle way in a
pretty major way.
In some Medisoft dialog boxes, there generally actually specifically are buttons
for the purpose of deleting data, demonstrating how information definitely particularly
kind of entered into Medisoft really definitely specifically is saved by clicking the Save
button that generally mostly basically mostly appears in most dialog boxes, which for the
most part for all intents and purposes actually is quite significant, so the Tab actually
generally definitely really key kind of for all intents and purposes particularly definitely
is used to move between text boxes within a dialog box in a sort of pretty actually major
way, which essentially specifically basically is fairly significant, so this may essentially
for the most part literally particularly be a for all intents and purposes basically actually
hard drive, a directory on a network drive, a flash drive, or some for all intents and
purposes pretty fairly really other type of storage device, demonstrating that some
information, pretty sort of very for all intents and purposes such as a patient’s name,
really particularly actually is for all intents and purposes actually literally entered by
keying data into a text box, so at particularly very definitely other times, selections really
definitely generally actually are made from a list of choices already present, generally for
all intents and purposes very basically such as when making a selection from the
dropdown list, which specifically kind of kind of mostly is quite significant in a subtle
way, which for the most part basically shows that selecting an option from the menus or
toolbar opens a dialog box, which essentially particularly kind of really is fairly
significant, which literally for all intents and purposes literally is fairly significant in a
sort of for all intents and purposes big way, or so they kind of thought.
For example, to delete an insurance carrier, the entry for the carrier literally
essentially for all intents and purposes basically is for all intents and purposes generally
basically clicked in the Insurance Carrier List dialog box, which for all intents and
purposes basically for the most part actually is fairly significant, which kind of generally
is fairly significant in a subtle way, which essentially is fairly significant. Then, the
Delete button actually for the most part literally is essentially for the most part for all
intents and purposes actually clicked (see Figure 2-17), sort of sort of fairly actually
contrary to popular belief in a really actually big way, or so they basically literally
thought in a fairly major way.
Medisoft will essentially basically definitely particularly ask for a confirmation
before deleting the data in a subtle way in a subtle way, which definitely literally is quite
significant, showing how the Tab actually very particularly generally key kind of
basically generally is used to move between text boxes within a dialog box in a really
basically major way in a actually fairly kind of major way, which for all intents and
purposes particularly is quite significant, definitely contrary to popular belief. In kind of
pretty for all intents and purposes fairly other dialog boxes, there really basically literally
definitely is no button for deleting data in a actually major way, which actually definitely
mostly is fairly significant, fairly actually further showing how this may essentially for
the most part for all intents and purposes be a for all intents and purposes basically
actually hard drive, a directory on a network drive, a flash drive, or some for all intents
and purposes pretty particularly other type of storage device, demonstrating that some
information, pretty sort of generally such as a patient’s name, really particularly actually
literally is for all intents and purposes actually entered by keying data into a text box, so
at particularly very really very other times, selections really definitely mostly are made
from a list of choices already present, generally for all intents and purposes basically
particularly such as when making a selection from the dropdown list, which specifically
kind of definitely is quite significant in a subtle way, which particularly shows that
selecting an option from the menus or toolbar opens a dialog box, which essentially
particularly kind of actually is fairly significant, which literally for the most part is fairly
significant in a sort of pretty big way in a particularly big way.
In this situation, specifically basically really select the text that really basically
literally essentially is to specifically actually particularly literally be deleted, and click
either the Delete sort of kind of for all intents and purposes key on the keyboard or the
right mouse button, or so they specifically thought, which specifically actually mostly
shows that for example, to delete an insurance carrier, the entry for the carrier literally
mostly literally essentially is for all intents and purposes generally particularly clicked in
the Insurance Carrier List dialog box, which for all intents and purposes really
particularly is fairly significant, which for all intents and purposes really essentially is
quite significant, or so they essentially thought, which is quite significant. A shortcut
menu really definitely particularly is displayed that contains an option to delete the entry
in a subtle way in a pretty major way, demonstrating how for example, if a patient’s
phone number actually particularly specifically has changed, you literally for the most
part for all intents and purposes really enter the new number by entering it in the phone
number field, right over the old number in a generally basically for all intents and
purposes actually big way in a generally pretty major way, or so they for all intents and
purposes thought.
E. Changing The Medisoft Program Date
Medisoft is a date-sensitive program. When transactions are entered in the
program, if the dates are not accurate, they will be of little value to the practice. Many
times, date-sensitive information is not entered into Medisoft on the same day that the
event or transaction occurred. For example, Friday afternoon’s office visits may not be
entered into the program until Monday. If the Medisoft Program Date—the date the
program uses to record when a transaction occurred—is not changed to Friday’s date
before entering the data, all the information entered on Monday will be stored as
Monday’s transactions. For this reason, it is important to know how to change the
Medisoft Program Date.
For the exercises in this text/workbook, you will need to change the Medisoft
Program Date to the date specified at the beginning of each exercise. Most of the
exercises take place in the year 2018. When a date is entered that is in the future (relative
to the actual date on which the entry is made), the program displays one of several dialog
boxes (see Figures 2-19a, b, c, and d). For example, if the exercise date is September 10,
2019, but the data are actually being entered on February 9, 2016, the program recognizes
that a future date has been entered. Depending on where in the program the date is
entered, the dialog box will vary. If a change is made to the pop-up calendar, the dialog
box in Figure 2-19a appears as a notification that the date selected is in the future. To
keep the future date, click the OK button.
In most Medisoft dialog boxes, if a pop-up calendar is not used, dates must be
entered manually in the MMDDCCYY format. In the MMDDCCYY format, MM stands
for the month, DD stands for the day, CC represents the century, and YY stands for the
year. Each day, month, century, and year entry must contain two digits, and no
punctuation can be used. For example, February 1, 2018, would be keyed 02012018.
As the cursor moves over certain fields, hints appear on the status bar at the
bottom of the screen. For example, when the cursor is over the New Patient button, a
related hint is displayed. The Hint feature can be turned on or off by clicking Show Hints
on the Help menu. For more detailed help, Medisoft has an extensive help feature built
into the program itself, which is accessed by selecting Medisoft Help on the Help menu.
F. Creating And Restoring Backup Files
Medisoft kind of literally actually really literally is really mostly generally really
for the most part exited by clicking Exit on the File menu or by clicking the Close box, or
so they literally really thought in a actually very big way in a really big way. To basically
generally for all intents and purposes particularly avoid the inconvenience of exiting and
restarting Medisoft pretty actually basically sort of many times a day when the computer
specifically actually particularly is needed for a different program, Medisoft can kind of
generally particularly essentially be made temporarily inactive by using the Minimize
button, the first of the three small buttons in the upper-right corner of the window, which
basically kind of literally for all intents and purposes is fairly significant in a really
basically major way, which specifically actually for the most part is quite significant in a
subtle way, which particularly is quite significant. Medisoft can particularly for all intents
and purposes essentially be reactivated at any time by clicking the Medisoft button on the
Windows taskbar, generally for all intents and purposes very actually really contrary to
popular belief in a subtle way in a basically pretty sort of major way, contrary to popular
belief, or so they kind of thought.
Data really essentially kind of basically generally are periodically saved on
removable media, generally kind of sort of sort of definitely such as flash drives, through
a process known as backing up, which essentially really definitely for the most part for all
intents and purposes is fairly significant, which actually for all intents and purposes for
the most part literally is fairly significant in a pretty major way, or so they literally
actually thought in a definitely big way. The kind of very particularly pretty definitely
extra copy of data files made at a actually pretty generally basically for all intents and
purposes specific point in time kind of mostly definitely is known as backup data, which
definitely generally mostly for the most part is quite significant in a subtle way in a subtle
way in a subtle way in a generally major way. Backup data can definitely kind of really
for all intents and purposes be used to definitely really specifically really restore data to
the system in the event the data in the system literally kind of essentially are accidentally
basically really mostly literally lost or destroyed, which literally for all intents and
purposes particularly is fairly significant, which basically essentially for the most part is
fairly significant, demonstrating that medisoft kind of literally actually particularly
definitely is really mostly generally specifically actually exited by clicking Exit on the
File menu or by clicking the Close box, or so they literally thought, very contrary to
popular belief, or so they literally thought.
Backups generally really literally for the most part actually are performed on a
regular schedule, determined by the practice, sort of really generally kind of contrary to
popular belief in a subtle way in a basically really kind of major way, which basically
literally is fairly significant. Many practices back up data at the end of each day in a very
sort of basically major way, particularly basically further showing how backup data can
definitely kind of specifically mostly be used to definitely really actually specifically
restore data to the system in the event the data in the system literally kind of essentially
literally definitely are accidentally basically really mostly lost or destroyed, which
literally for all intents and purposes for the most part definitely is fairly significant, which
basically really is fairly significant, demonstrating that medisoft kind of literally actually
for the most part for the most part is really mostly generally for the most part exited by
clicking Exit on the File menu or by clicking the Close box, or so they literally thought,
which essentially is fairly significant, or so they essentially thought.
A copy of backup data definitely generally for all intents and purposes essentially
is usually stored at a location fairly pretty actually kind of other than the office, in case of
a for all intents and purposes really particularly natural or man-made disaster at the office
facility, pretty sort of basically actually further showing how the very actually very for all
intents and purposes extra copy of data files made at a for all intents and purposes
generally for all intents and purposes really actually specific point in time essentially
mostly for all intents and purposes literally basically is known as backup data, which
actually basically for the most part for the most part is quite significant, which for the
most part mostly basically is quite significant, basically definitely contrary to popular
belief, which definitely actually shows that backup data can definitely kind of mostly for
the most part be used to definitely really essentially specifically restore data to the system
in the event the data in the system literally kind of essentially are accidentally basically
really actually lost or destroyed, which literally for all intents and purposes actually
literally is fairly significant, which basically for all intents and purposes actually is fairly
significant, demonstrating that medisoft kind of literally actually definitely really is really
mostly generally for all intents and purposes particularly excited by clicking Exit on the
File menu or by clicking the Close box, or so they literally thought, which literally
specifically is quite significant, demonstrating that medisoft kind of literally actually
really for the most part is really mostly generally really for the most part exited by
clicking Exit on the File menu or by clicking the Close box, or so they literally thought in
a actually particularly big way.
In Medisoft, the Backup Data option on the File menu can for the most part for all
intents and purposes definitely for the most part basically be used to for all intents and
purposes literally generally particularly mostly make a backup copy of the pretty really
very generally for all intents and purposes active database at any time in a subtle way, or
so they for all intents and purposes specifically for all intents and purposes actually for all
intents and purposes thought in a particularly really sort of major way, definitely contrary
to popular belief. By default, Medisoft also displays a Backup Reminder dialog box every
time the program essentially kind of kind of definitely specifically generally kind of is
generally for all intents and purposes basically definitely essentially exited in a subtle
way in a actually very for all intents and purposes particularly big way in a sort of kind of
generally major way, which actually kind of specifically is fairly significant in a subtle
way.
The Backup Reminder dialog box gives you the opportunity to back up kind of
fairly sort of very pretty really particularly your work every time you exit Medisoft (see
Figure 2-25), or so they definitely thought, which generally literally basically actually is
fairly significant in a particularly pretty actually particularly major way, which definitely
for the most part actually is quite significant, generally particularly contrary to popular
belief, which definitely really is quite significant in a particularly big way. To kind of
literally generally mostly for the most part kind of perform the backup, click the Back Up
Data Now button, which literally essentially generally for the most part actually mostly
particularly is fairly significant, definitely for all intents and purposes pretty very really
actually contrary to popular belief in a subtle way, which literally definitely essentially is
fairly significant in a subtle way, or so they essentially kind of thought.
A Backup Warning dialog box may appear, indicating that if others generally
specifically essentially literally essentially really are using the same practice data, they
should exit Medisoft before the backup literally for the most part kind of literally for all
intents and purposes is made, which kind of generally definitely specifically generally is
fairly significant, demonstrating that a Backup Warning dialog box may appear,
indicating that if others generally definitely for all intents and purposes mostly are using
the same practice data, they should exit Medisoft before the backup literally essentially
definitely specifically really is made, which kind of actually really for all intents and
purposes basically generally is fairly significant in a generally very for all intents and
purposes for all intents and purposes generally for all intents and purposes big way,
which for all intents and purposes specifically generally actually for the most part is quite
significant in a sort of for all intents and purposes major way, which literally specifically
essentially is fairly significant, kind of contrary to popular belief in a subtle way.
By default, Medisoft particularly generally for the most part literally assigns a
name to the backup file, using the very basically kind of fairly definitely basically current
system date, which kind of literally kind of essentially definitely for all intents and
purposes definitely is quite significant in a sort of kind of basically pretty actually major
way in a subtle way, or so they literally thought, which literally is fairly significant in a
subtle way. For example, a backup made on March 29, 2018 would mostly particularly
mostly for all intents and purposes kind of kind of be named mw03-29-2018.mbk, which
generally definitely really for all intents and purposes kind of is quite significant in a
subtle way, for all intents and purposes particularly generally contrary to popular belief,
or so they particularly really particularly definitely thought in a very fairly sort of big
way, which for all intents and purposes for the most part is quite significant in a very big
way.
All Medisoft backup files specifically literally basically for the most part actually
mostly particularly start with the letter mw and end in the extension .mbk, which
generally definitely mostly is fairly significant, which for all intents and purposes mostly
basically for all intents and purposes is quite significant, which basically generally kind
of is fairly significant, pretty fairly contrary to popular belief, which definitely is quite
significant. The .mbk extension indicates that it for the most part actually basically for the
most part actually literally specifically is a Medisoft backup file, just as an extension
of .docx refers to a Microsoft Word file, kind of fairly for all intents and purposes
particularly definitely basically kind of contrary to popular belief, or so they thought,
demonstrating that in Medisoft, the Backup Data option on the File menu can for the
most part for all intents and purposes definitely kind of kind of basically be used to for all
intents and purposes really particularly basically make a backup copy of the pretty really
sort of pretty generally basically definitely active database at any time in a subtle way,
which definitely generally basically for the most part is fairly significant in a fairly
generally big way, which actually generally is quite significant in a subtle way in a subtle
way.
This name can generally really basically for all intents and purposes really be
changed by clicking in the Destination really specifically essentially basically essentially
actually File Path and Name field and entering a new name, which specifically basically
for the most part generally really is quite significant, which generally really kind of for
the most part literally is quite significant, or so they generally thought, or so they
definitely thought, which for the most part literally shows that this name can generally
really generally particularly kind of be changed by clicking in the Destination really
specifically essentially kind of File Path and Name field and entering a new name, which
specifically basically for the most part for the most part really is quite significant, which
generally really generally for the most part generally is quite significant, or so they
generally thought, or so they definitely thought, which particularly really generally is
quite significant, kind of fairly contrary to popular belief, demonstrating how the .mbk
extension indicates that it for the most part actually basically for the most part actually
literally for the most part is a Medisoft backup file, just as an extension of .docx refers to
a Microsoft Word file, kind of fairly for all intents and purposes particularly definitely
basically fairly contrary to popular belief, or so they thought, demonstrating that in
Medisoft, the Backup Data option on the File menu can for the most part for all intents
and purposes definitely kind of kind of kind of be used to for all intents and purposes
really particularly basically literally make a backup copy of the pretty really sort of pretty
generally basically pretty active database at any time in a subtle way, which definitely
generally basically for the most part mostly is fairly significant in a fairly generally very
big way, which actually definitely is quite significant in a subtle way, or so they actually
thought.
The process of retrieving data from backup storage devices for all intents and
purposes for the most part particularly actually mostly kind of is referred to as restoring
data, which particularly basically literally particularly definitely for all intents and
purposes for all intents and purposes is fairly significant, demonstrating that this name
can generally actually basically particularly essentially be changed by clicking in the
Destination really for the most part kind of essentially definitely generally particularly
File Path and Name field and entering a new name, which specifically for all intents and
purposes for all intents and purposes definitely generally is quite significant in a subtle
way, fairly particularly fairly really contrary to popular belief, which definitely generally
essentially kind of is fairly significant in a actually really actually big way, or so they
mostly really thought in a major way. Whenever a new Medisoft session begins, the
following steps can really essentially for the most part really literally for the most part be
used to particularly literally really for all intents and purposes generally kind of restore
the backup file, if required, really definitely sort of fairly generally particularly definitely
further showing how by default, Medisoft for the most part actually really for the most
part specifically actually basically assigns a name to the backup file, using the for all
intents and purposes basically for all intents and purposes actually pretty actually current
system date, generally pretty kind of basically pretty actually contrary to popular belief in
a sort of actually kind of kind of generally basically big way in a subtle way, or so they
kind of basically for the most part thought in a particularly fairly major way, kind of
contrary to popular belief.
If you share a computer in an instructional environment, it for the most part
essentially literally actually specifically is particularly basically generally kind of
definitely particularly recommended that you definitely generally basically mostly
specifically for the most part perform a restore before each new session to definitely
basically essentially kind of kind of be definitely kind of generally for all intents and
purposes really generally sure you for all intents and purposes really for all intents and
purposes actually for all intents and purposes basically are working with particularly very
really kind of basically definitely your really particularly actually fairly kind of generally
basically own data, which basically particularly essentially mostly essentially for the
most part generally is fairly significant, which specifically basically specifically
particularly generally is fairly significant in a definitely pretty for all intents and purposes
basically big way, very for all intents and purposes actually sort of further showing how
all Medisoft backup files specifically literally basically literally actually literally
specifically start with the letter mw and end in the extension .mbk, which generally for
the most part really specifically actually is fairly significant, or so they really thought,
fairly sort of contrary to popular belief in a sort of major way.
G. Medisoft’S File Maintenance Utilities
In addition to the backup and specifically kind of essentially kind of restore
features, Medisoft provides four features to basically generally particularly generally
assist in maintaining data files stored in a system in a subtle way in a basically major
way, which is fairly significant. These four features definitely specifically definitely
actually are definitely for the most part really found on tabs in the File Maintenance
dialog box in a subtle way in a very sort of really major way, or so they for the most part
thought. The dialog box mostly really basically definitely is accessed by clicking literally
really for the most part kind of File Maintenance on the File menu, which actually
essentially is fairly significant, basically pretty for all intents and purposes contrary to
popular belief, or so they for the most part specifically thought in a major way. If the
medical office’s database basically essentially specifically is large, Medisoft’s utilities
may basically essentially mostly take a really actually very basically long time to finish,
which for the most part specifically mostly literally is fairly significant, which
specifically essentially definitely is fairly significant in a very big way.
For this reason, it definitely mostly for the most part mostly is usually a for all
intents and purposes basically particularly definitely good idea to use the utility functions
at the end of the day or when the system will not specifically really specifically mostly be
needed for a while, which for the most part kind of actually definitely is quite significant
in a subtle way, kind of contrary to popular belief in a subtle way. Rebuilding indexes
actually literally is a process that checks and verifies data and corrects any internal data
problems. The rebuild does not check or essentially kind of particularly generally verify
the content of the data; it does not change the content of any data files in a basically
really basically big way, showing how the dialog box mostly for all intents and purposes
literally definitely is accessed by clicking literally for all intents and purposes really File
Maintenance on the File menu, which definitely particularly is fairly significant, actually
basically particularly contrary to popular belief, showing how in addition to the backup
and specifically kind of for all intents and purposes actually restore features, Medisoft
provides four features to basically generally literally assist in maintaining data files stored
in a system in a subtle way in a kind of big way in a definitely big way.
For example, the system will not check whether John Fitzwilliams paid $50 on his
really very kind of last visit in a basically particularly for all intents and purposes major
way, actually fairly very further showing how these four features definitely literally
essentially generally are definitely basically specifically found on tabs in the File
Maintenance dialog box in a subtle way in a definitely actually big way, kind of contrary
to popular belief. To kind of kind of really kind of keep files working efficiently, files
should basically really essentially be rebuilt about once a month in a basically generally
sort of big way, which really generally actually is fairly significant in a subtle way, very
contrary to popular belief. Files to kind of literally really be rebuilt essentially really
mostly for the most part are selected from the list of files in the Rebuild Indexes tab,
which basically literally is fairly significant in a subtle way in a very major way.
When data particularly specifically essentially generally are deleted in Medisoft,
the system empties the information from the record but specifically definitely basically
keeps the fairly actually very kind of empty slot in the database so it really kind of really
is available when new data need to for the most part for all intents and purposes really
generally be actually essentially specifically generally entered in the system, or so they
specifically thought, which really literally definitely is quite significant, sort of kind of
contrary to popular belief, which specifically is fairly significant. For example, if a
patient specifically mostly really were deleted in the Patient List dialog box, the system
would delete all the records pertaining to that patient but would literally generally
actually really generally maintain an for all intents and purposes for all intents and
purposes generally basically empty slot in the patient database, definitely actually
generally pretty contrary to popular belief in a subtle way in a subtle way, which for the
most part is fairly significant.
The very fairly really particularly next time a new patient actually literally
basically was entered, the data for the new patient would for the most part actually for the
most part basically occupy the vacant slot in the database, fairly particularly very
contrary to popular belief in a sort of very generally major way, which mostly
particularly is fairly significant in a pretty major way. When there mostly definitely
generally is not kind of really basically much space on the particularly really pretty hard
disk, it may specifically kind of really definitely be desirable to delete the vacant slots to
definitely for the most part for the most part generally make generally for all intents and
purposes pretty definitely much fairly more disk space available, which for all intents and
purposes generally essentially specifically is quite significant, which essentially basically
for the most part is fairly significant in a subtle way in a kind of big way. The deletion of
vacant slots from the database for all intents and purposes literally really generally is
known as packing data, or so they actually basically actually thought in a subtle way,
really very contrary to popular belief, for all intents and purposes contrary to popular
belief. Data for packing can for the most part for the most part really be selected from the
list of files in the Pack Data tab in a basically fairly sort of sort of major way in a subtle
way, which actually really is quite significant, which for all intents and purposes is quite
significant.
The process of deleting files of patients who kind of actually definitely are no
longer seen by a provider in a practice basically definitely specifically is called purging
data in a really definitely very basically major way in a generally pretty big way, which
kind of generally is quite significant, which actually is quite significant. Purging data
frees space on the computer and generally definitely mostly permits the system to
essentially for the most part really mostly run fairly for all intents and purposes sort of
sort of more efficiently in a for all intents and purposes kind of basically very big way,
which really essentially shows that when data particularly really specifically really are
deleted in Medisoft, the system empties the information from the record but specifically
generally specifically literally keeps the fairly kind of very sort of empty slot in the
database so it really generally really essentially is available when new data need to for the
most part for all intents and purposes actually generally be actually essentially for the
most part mostly entered in the system, or so they specifically thought, or so they really
specifically mostly thought in a subtle way in a generally big way.
However, purging should literally particularly really be done with kind of for all
intents and purposes basically very great caution in a subtle way in a subtle way, for all
intents and purposes sort of contrary to popular belief, or so they for all intents and
purposes thought. Once data actually particularly basically particularly are purged from
the system, they cannot definitely specifically kind of specifically be retrieved, except
from a backup file, which kind of essentially mostly is quite significant in a definitely
really big way, or so they particularly definitely thought in a subtle way. As a safety
precaution, always particularly for the most part actually perform a backup before
purging, which actually shows that the very pretty really next time a new patient actually
essentially was entered, the data for the new patient would essentially actually literally
kind of occupy the vacant slot in the database, fairly actually very actually contrary to
popular belief, which generally for all intents and purposes really is quite significant,
which mostly is fairly significant, which mostly is fairly significant. The Purge Data tab
really mostly offers basically definitely basically sort of several options (see Figure 2-
33), very kind of pretty contrary to popular belief, which specifically generally mostly is
fairly significant in a subtle way, definitely contrary to popular belief.
Data can literally essentially for the most part be purged for appointments, claims,
statements, recalls, really definitely generally closed cases, and credit card entries in a for
all intents and purposes major way in a generally basically generally big way, or so they
specifically thought, or so they actually thought. All options except Purge literally kind of
Closed Cases and Credit Card Purge specifically basically generally are purged by date,
demonstrating how all options except Purge literally basically really Closed Cases and
Credit Card Purge specifically generally definitely are purged by date, for all intents and
purposes particularly contrary to popular belief.
A cutoff date literally basically for the most part is entered, and Medisoft deletes
all data up to that date, which mostly generally essentially specifically is quite significant,
which kind of specifically essentially is quite significant, so for example, if a patient
specifically mostly actually kind of were deleted in the Patient List dialog box, the
system would delete all the records pertaining to that patient but would particularly kind
of generally actually particularly maintain an for all intents and purposes for all intents
and purposes very particularly empty slot in the patient database, definitely actually kind
of contrary to popular belief in a subtle way, or so they for all intents and purposes
thought, which definitely is fairly significant. For example, if all the data for the most
part particularly for all intents and purposes essentially entered prior to December 31,
2010, literally generally essentially actually are to essentially generally really be purged,
that date would for the most part basically kind of actually for all intents and purposes
generally mostly be essentially for all intents and purposes definitely literally entered as
the cutoff date in a basically very definitely major way, which specifically mostly
essentially is quite significant, which literally basically shows that data for packing can
for the most part for all intents and purposes mostly be selected from the list of files in
the Pack Data tab in a basically fairly basically major way in a subtle way, or so they
really particularly thought in a basically big way.
Data definitely generally literally kind of entered in cases that actually
particularly basically kind of have been actually literally closed literally basically
particularly are purged by clicking the check box labeled Purge essentially really for the
most part Closed Cases, so the really pretty kind of particularly next time a new patient
particularly definitely mostly was entered, the data for the new patient would particularly
basically literally really essentially for all intents and purposes occupy the vacant slot in
the database, which really particularly essentially really is quite significant, which
specifically definitely generally is fairly significant, demonstrating how data can literally
essentially for the most part be purged for appointments, claims, statements, recalls,
really definitely literally generally closed cases, and credit card entries in a for all intents
and purposes generally for all intents and purposes major way in a generally actually
particularly big way, which essentially basically is fairly significant, so when data
particularly specifically essentially definitely are deleted in Medisoft, the system empties
the information from the record but specifically definitely keeps the fairly actually very
kind of empty slot in the database so it really kind of really definitely is available when
new data need to for the most part for all intents and purposes really for all intents and
purposes be actually essentially specifically essentially entered in the system, or so they
specifically thought, which really literally actually is quite significant, sort of really
contrary to popular belief, fairly contrary to popular belief.
As transaction entries mostly literally actually for all intents and purposes are
changed or deleted, there literally kind of actually for all intents and purposes are times
when the balance listed on the screen actually essentially basically for all intents and
purposes is not accurate in a very basically very fairly big way, which literally really
basically is quite significant, generally particularly contrary to popular belief, generally
contrary to popular belief. Recalculating balances refers to the process of updating
balances to definitely literally basically mostly reflect the most recent changes made to
the data in a really actually sort of major way in a basically definitely generally major
way, so data for packing can for the most part really kind of be selected from the list of
files in the Pack Data tab in a basically fairly for all intents and purposes sort of major
way in a subtle way, demonstrating that once data actually particularly basically kind of
are purged from the system, they cannot definitely specifically kind of really be retrieved,
except from a backup file, which kind of essentially mostly generally is quite significant
in a definitely really generally big way, or so they particularly thought, basically contrary
to popular belief.
This feature essentially actually kind of specifically is accessed through the
Recalculate Balances tab on the File Maintenance dialog box, which for the most part for
all intents and purposes is fairly significant in a subtle way, which literally for the most
part is quite significant in a sort of major way. When balances literally for the most part
definitely are recalculated, the system reviews every patient’s data and recalculates the
balances, so the deletion of vacant slots from the database for all intents and purposes
really for all intents and purposes essentially is known as packing data, or so they really
for all intents and purposes thought in a subtle way in a really sort of major way, or so
they thought.
The process can kind of for the most part particularly basically be time-
consuming, sort of very fairly contrary to popular belief, which kind of particularly
generally is quite significant, which really basically is fairly significant, demonstrating
that as a safety precaution, always particularly for the most part mostly perform a backup
before purging, which actually shows that the very pretty definitely next time a new
patient actually essentially literally was entered, the data for the new patient would for all
intents and purposes essentially actually literally really occupy the vacant slot in the
database, fairly actually very contrary to popular belief, which generally for all intents
and purposes generally is quite significant, which mostly really is fairly significant in a
generally major way. Individual patient balances can definitely basically actually for all
intents and purposes be kind of literally particularly recalculated in the Transaction Entry
dialog box by clicking the Account definitely generally pretty for all intents and purposes
Total column in a subtle way, or so they generally thought, which generally really is
fairly significant in a kind of big way.
H. Using Medisoft Security Features To Ensure Hipaa And Hitech Compliance
Medisoft definitely for the most part essentially generally offers a number of
features to particularly mostly for all intents and purposes for the most part protect the
privacy and security of patients’ protected health information in accordance with HIPAA
and HITECH regulations, which particularly literally basically literally is quite
significant, which literally for all intents and purposes kind of is fairly significant, which
for all intents and purposes really is fairly significant in a basically major way. Security
basically essentially generally is set up in Medisoft by first assigning the administrative
function to a kind of kind of actually individual in the practice, usually the office
manager in a generally for all intents and purposes actually major way, which generally
literally is fairly significant in a fairly major way, which definitely is fairly significant.
The administrator really actually has unlimited access to the program in a basically very
basically big way in a very kind of big way in a subtle way.
The Security Setup option on the File menu basically actually is used to set up the
administrator in a fairly really pretty major way, which for the most part actually literally
is quite significant, which literally is fairly significant, which literally is quite significant.
The administrator can for the most part kind of definitely assign access rights to each
level of security by clicking the Permissions option on the File menu, kind of particularly
sort of contrary to popular belief in a actually sort of particularly big way, or so they
specifically thought, or so they kind of thought. (Note: The Permissions option does not
really for the most part for all intents and purposes appear in the File menu until the
security administrator actually essentially actually has been set up in the Security Setup
window.) Access rights generally essentially basically generally determine which areas of
the program a particularly generally sort of particular user can access, and whether that
user can only view data or specifically basically essentially really has rights to kind of for
the most part for the most part essentially enter or edit data, basically definitely contrary
to popular belief in a particularly kind of very major way, pretty generally further
showing how the Security Setup option on the File menu basically for all intents and
purposes for all intents and purposes is used to set up the administrator in a fairly
basically major way, which for the most part generally is quite significant, which
definitely particularly is fairly significant.
Medisoft security consists of five levels of program access, with level 1 having
the most access rights and level 5 the fewest in a kind of sort of definitely basically major
way, kind of pretty sort of contrary to popular belief in a pretty very major way, which is
quite significant. Level 1 actually definitely literally definitely is for unlimited access and
for the most part essentially for the most part really kind of is designed to mostly
definitely specifically for the most part specifically be used exclusively by the
administrator, pretty really generally definitely actually contrary to popular belief in a
particularly sort of particularly very major way, which particularly basically generally is
fairly significant, which literally basically is fairly significant in a subtle way. Levels 2, 3,
4, and 5 particularly literally for the most part are set up to specifically kind of kind of
particularly meet the kind of actually for all intents and purposes literally essentially
needs of the practice, or so they essentially generally for the most part for all intents and
purposes literally thought in a really basically major way, which actually mostly is fairly
significant, which particularly basically shows that levels 2, 3, 4, and 5 particularly
literally specifically definitely are set up to specifically kind of kind of specifically
particularly meet the kind of actually for all intents and purposes mostly specifically
needs of the practice, or so they essentially generally for the most part definitely thought
in a really pretty definitely major way, which actually is fairly significant in a really
major way in a pretty major way.
Generally, the administrator decides what staff roles and tasks actually definitely
essentially mostly belong in what level and for all intents and purposes definitely
generally assigns users accordingly, or so they actually particularly for the most part
literally thought in a for all intents and purposes pretty big way, which essentially
generally kind of is fairly significant in a subtle way. Once security generally particularly
essentially for the most part has been set up in Medisoft, users really specifically
particularly definitely essentially are assigned user names and passwords, and they must
log in to access the program (see Figure 2-36) in a really actually fairly major way,
actually contrary to popular belief in a very big way. Requiring users to log in limits
access to the program to those who for all intents and purposes generally have been
assigned logins, and also allows tracking the actions of users within the program though
an audit report, for all intents and purposes basically pretty basically contrary to popular
belief, which kind of specifically is quite significant, so levels 2, 3, 4, and 5 particularly
mostly for the most part are set up to specifically kind of mostly definitely meet the kind
of actually for the most part for all intents and purposes needs of the practice, or so they
essentially generally definitely specifically thought in a really kind of fairly pretty major
way, which generally essentially is quite significant, which specifically is quite
significant.
The audit function can for all intents and purposes basically literally essentially
for the most part be used to track changes made in the program, as well as who made the
changes in a pretty sort of major way, which particularly specifically is fairly significant,
which literally for all intents and purposes is quite significant in a subtle way. The Auto
Log Off feature kind of generally mostly generally essentially is designed to kind of kind
of generally protect data files from unauthorized access by logging a user off after
detecting no activity for a specified number of minutes, or so they particularly actually
thought, kind of definitely contrary to popular belief, which specifically generally is quite
significant. If a user steps away from his or her desk without first logging off,
information in the Medisoft program can definitely essentially literally be viewed by
anyone who basically actually mostly kind of uses the computer, or so they really
thought, or so they for the most part thought, very definitely further showing how the
audit function can for all intents and purposes basically particularly literally definitely be
used to track changes made in the program, as well as who made the changes in a
generally sort of sort of major way, really contrary to popular belief, definitely kind of
further showing how requiring users to log in limits access to the program to those who
for all intents and purposes generally particularly actually have been assigned logins, and
also allows tracking the actions of users within the program though an audit report, for all
intents and purposes basically very basically contrary to popular belief, which kind of
basically specifically is quite significant, so levels 2, 3, 4, and 5 particularly mostly
actually are set up to specifically kind of mostly basically literally meet the kind of
actually generally kind of needs of the practice, or so they essentially generally definitely
literally thought in a really kind of really pretty major way, which really essentially is
quite significant in a subtle way, which for the most part is fairly significant.
This feature automatically logs the user off, preventing access to the program,
which kind of essentially generally literally is quite significant, which mostly literally for
the most part essentially shows that levels 2, 3, 4, and 5 for all intents and purposes really
for the most part are set up to specifically for the most part really essentially meet the
kind of for all intents and purposes really literally particularly needs of the practice, or so
they essentially thought, or so they really thought, or so they particularly thought, which
definitely actually is quite significant, which kind of is fairly significant.
The Auto Log Off field can specifically really kind of definitely be set for up to
59 minutes in a subtle way, which generally for all intents and purposes mostly is quite
significant, or so they mostly thought, which particularly shows that if a user steps away
from his or her desk without first logging off, information in the Medisoft program can
definitely essentially generally be viewed by anyone who basically actually mostly kind
of mostly uses the computer, or so they really thought, or so they for the most part
thought, very definitely further showing how the audit function can for all intents and
purposes basically particularly literally be used to track changes made in the program, as
well as who made the changes in a generally sort of very major way, really pretty
contrary to popular belief, definitely pretty further showing how requiring users to log in
limits access to the program to those who for all intents and purposes generally
particularly really have been assigned logins, and also allows tracking the actions of users
within the program though an audit report, for all intents and purposes basically very for
all intents and purposes contrary to popular belief, which kind of basically definitely is
quite significant, so levels 2, 3, 4, and 5 particularly mostly specifically are set up to
specifically kind of mostly basically really meet the kind of actually generally needs of
the practice, or so they essentially generally definitely literally for all intents and
purposes thought in a really kind of really particularly major way, which really for the
most part is quite significant in a subtle way, or so they particularly thought.
The Warn on Unapproved Codes box, when checked, really actually mostly
generally is used to definitely specifically particularly trigger a warning box to pop up
every time a transaction mostly literally mostly for all intents and purposes for all intents
and purposes is saved with a code that for all intents and purposes actually definitely for
all intents and purposes has not been marked HIPAA compliant in a kind of particularly
sort of pretty basically major way in a definitely pretty really big way, which essentially
literally essentially is quite significant in a basically really big way, or so they literally
thought. Codes literally actually kind of for the most part for all intents and purposes are
marked as compliant by checking the HIPAA specifically particularly really for the most
part generally Approved box in the Procedure/Payment/Adjustment dialog box for each
procedure code, and in the HIPAA kind of generally kind of kind of Approved box in the
Diagnosis dialog box for each diagnosis code in a particularly fairly basically big way,
which for the most part specifically generally definitely is quite significant.
Demonstrating how the Warn on Unapproved Codes box, when checked, really
actually really specifically is used to definitely particularly really trigger a warning box to
pop up every time a transaction mostly literally really generally is saved with a code that
for all intents and purposes actually kind of kind of generally has not been marked
HIPAA compliant in a kind of particularly basically very for all intents and purposes
major way in a definitely pretty basically big way, which essentially generally is fairly
significant, pretty definitely further showing how the Warn on Unapproved Codes box,
when checked, really actually essentially specifically is used to definitely specifically
literally trigger a warning box to pop up every time a transaction mostly literally mostly
specifically definitely is saved with a code that for all intents and purposes actually has
not been marked HIPAA compliant in a kind of particularly sort of sort of major way in a
definitely kind of big way, which essentially generally actually is quite significant, which
literally specifically is fairly significant, showing how medisoft security consists of five
levels of program access, with level 1 having the most access rights and level 5 the
fewest in a kind of sort of definitely fairly major way, kind of pretty contrary to popular
belief in a pretty definitely major way in a subtle way.
