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Getting Started with Medisoft 16 User GuideJune 2010

CopyrightMedisoft and documentation Copyright 2010 McKesson Corporation and/or one of its subsidiaries. All Rights Reserved. Software registration required You must register your Medisoft program. Full instructions on how to register are part of the installation instructions you printed out prior to installing the program. Proof of ownership KEEP YOUR SERIALIZED SOFTWARE, even if damaged or obsolete. It is your proof of ownership.

McKesson Provider Technologies Physician Practice Solutions 1145 Sanctuary Parkway, Suite 200 Alpharetta, Georgia 30009 Sales: Support: Fax: Web site: (800) 333-4747 (800) 334-4006 (916) 267-6281 www.medisoft.com

Table Of ContentsPreface ............................................................................................................................................xi Where to Find Help ......................................................................................................................xi Online Help...............................................................................................................................xi Context-Sensitive Help.............................................................................................................xi Main Help File...........................................................................................................................xi Medisoft Knowledge Base........................................................................................................xi Training.....................................................................................................................................xi Independent Value-Added Resellers .......................................................................................xi Technical Support ....................................................................................................................xi Getting Started with Medisoft .......................................................................................................... 1 New in this Version ...................................................................................................................... 1 New Flexible Grids for Claim Generation................................................................................. 1 New Electronic Claims, Eligibility Verification, and ERA Processing ....................................... 1 New Enhanced Data Flow between Medisoft 16 and Medisoft Clinical ................................... 5 Eligibility.................................................................................................................................... 8 New Enhanced DVD Install for Medisoft Clinical ..................................................................... 8 New Interface ........................................................................................................................... 9 Streamlined Security for Medisoft Reports............................................................................... 9 New in this Service Pack ............................................................................................................. 9 Medisoft 16 Service Pack 1 (SP1)............................................................................................ 9 Medisoft Overview ..................................................................................................................... 15 Step-By-Step Procedures....................................................................................................... 15 Navigating in Medisoft................................................................................................................ 15 Medisoft at a Glance .............................................................................................................. 23 Keystrokes and Shortcuts .......................................................................................................... 29 Keystrokes Common to Most of the Program ........................................................................ 29 Keystrokes-Formatted Date Edit Controls.............................................................................. 30 Keystrokes-Grid Control in Various Windows ........................................................................ 30 Keystrokes-List Windows ....................................................................................................... 30 Keystrokes-Transaction Entry ................................................................................................ 30 Keystrokes-Eligibility .............................................................................................................. 31 Keystrokes-Report Designer .................................................................................................. 31 Setting up the Program and Setting up the Practice ..................................................................... 32 Setting up the Program .............................................................................................................. 32 Creating a Practice .................................................................................................................... 32 Other Setup Information ......................................................................................................... 33 Opening a Practice .................................................................................................................... 33 Setting up the Practice .................................................................................................................. 35 Setting up the Practice............................................................................................................... 35

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Rules Creation and IDs Grid Row Selection .......................................................................... 35 NPI Setup Considerations ...................................................................................................... 37 Claim Filing Setup for Individuals and Groups ....................................................................... 37 Assigning Rules ......................................................................................................................... 38 Setup Activities After Data Conversion .................................................................................. 39 Setting Program Options............................................................................................................ 40 Security Setup Overview............................................................................................................ 41 Medisoft Standard Security .................................................................................................... 41 Login/Password Management................................................................................................ 42 Setting Permissions ................................................................................................................... 43 Permissions ............................................................................................................................ 43 Entering Practice Information..................................................................................................... 45 Setup Scenarios ..................................................................................................................... 45 Billing Service or Different Pay To Address ........................................................................... 46 Bill Flash Users ...................................................................................................................... 46 Practice Type.......................................................................................................................... 46 Entering Practice Information ................................................................................................. 46 Entering a Practice IDs Grid Entry ......................................................................................... 47 Entering Practice Information for a Billing Service..................................................................... 50 Billing Services ....................................................................................................................... 50 Billing Service or Different Pay To Address ........................................................................... 50 Bill Flash Users ...................................................................................................................... 50 EDI Receiver Records ............................................................................................................... 51 Setting up Insurance Carriers and Insurance Classes .............................................................. 52 Insurance Classes.................................................................................................................. 52 Insurance Carriers.................................................................................................................. 53 Facility Information..................................................................................................................... 58 Setup Scenarios ..................................................................................................................... 58 Entering Contact Information.................................................................................................. 59 Entering Information on the Facility IDs grid .......................................................................... 60 Setting up Providers and Provider Classes .........................................................................