Chapter 1 Introduction to Computerized Medical Office Procedures

1. Chapter 1Introduction to Computerized Medical Office Procedures

2. Learning Objectives • Describe the medical information cycle in a medical office. • List the main functions that Medisoft performs in a medical office. • Start Medisoft. • Describe primary features used to operate Medisoft.

3. Learning Objectives • Enter practice information. • Add provider information and print the Provider List report. • Create records for new patients. • Locate and edit an existing patient’s record. • Print the Patient List report. • Back up data files and exit Medisoft.

4. Chapter 1 Lesson 1.1

5. Information Cycle • Patient makes appointment with medical office assistant. • Medical office assistant retrieves the medical record and prepares an encounter form. • Patient arrives for the appointment. • Medical assistant calls patient back for the examination.

6. Information Cycle • Provider examines the patient and charts and marks procedures and diagnoses on the encounter form. • Medical office assistant enters the encounter form information into the patient’s account. • Patient schedules return visit or leaves the office. • At the time of the visit, the patient may pay on the account.

7. Information Cycle Medisoft is the computerized accounting system that helps assistants: • manage patient files • bill and record payments • make, edit, and cancel appointments • submit insurance claims • print out reports such as patient ledgers, schedules, and practice analysis

8. Patient Registration Form

9. Registration Form • All new patients must fill out a registration form. • Make sure this information is verified prior to entering into Medisoft.

10. Registration Form • Proofread information after entering into Medisoft. • Information includes contact, insurance, and billing data, which must be accurate.

11. Registration Form Guarantor versus Responsible Party: • The guarantor is the person whose insurance will be billed for services rendered. • With the exception of children, the responsible party is the person receiving the service.

12. Registration Form • The guarantor and the responsible party are not always the same person. • Once charts are created, Medisoft assigns a chart number.

13. Superbill

14. General Medisoft Functions and Features • Enter patient information • Schedule appointments for patients and reserve rooms used to perform special procedures • Enter charges and payments to patient accounts • Submit claims to insurance companies

15. Computerized Accounting Systems • Print an assortment of reports • Follow up unpaid patient accounts and insurance claims

16. Computerized Accounting Systems

17. Starting Medisoft • Use the following steps to start Medisoft. • Click the Start button on the taskbar • Point to, or click, All Programs on the Start menu • Click on Medisoft • Click Medisoft Advanced Patient Accounting

18. Computerized Accounting Systems

19. Computerized Accounting Systems

20. Computerized Accounting Systems

21. Computerized Accounting Systems

22. Computerized Accounting Systems

23. Computerized Accounting Systems

24. Computerized Accounting Systems

25. Chapter 1 Lesson 1.2

26. Setting Up Your Practice

27. Adding Providers

28. Adding Providers

29. Adding Providers

30. Chapter 1 Lesson 1.3

31. Patient Information Screen

32. Address Screen

33. Charles Weber Completed Screen

34. Charles Weber Completed Screen

35. Addresses Tab

36. Locating and Editing a Patient Record

37. How to Save Data and Exit Medisoft • Back up your data before you close Medisoft • Medical offices back up their data using a regular schedule • Restore Data option on the File menu • Media used to back up data: • Disks • Tape drives • Recordable CD