Medisoft clinical is used to complete the tasks in the

CHAPTER

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3 Introduction to

Medisoft Clinical

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Learning Outcomes

When you finish this chapter, you will be able to:

3.1 List the practice management and electronic health

record applications in Medisoft Clinical.

3.2 Discuss three security features in Medisoft Clinical

that protect patients’ health information.

3.3 List the menus in Medisoft Clinical Patient Records.

3.4 List the menus in Medisoft Network Professional.

3.5 Describe how pre-encounter tasks are completed in

Medisoft Clinical.

3.6 Describe how encounter tasks are completed in

Medisoft Clinical.

3-2

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Learning Outcomes (Continued)

When you finish this chapter, you will be able to:

3.7 Describe how post-encounter tasks are completed in

Medisoft Clinical.

3.8 Explain how to create and restore backup files in

Medisoft Clinical.

3.9 Discuss the types of help available in Medisoft

Clinical.

3-3

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Key Terms

• access levels

• Auto Log Off

• backing up

• chart

• chief complaint

• dashboard

• database

• disaster recovery plan

• knowledge base

• Medisoft Clinical

3-4

• Medisoft Clinical Patient

Records (MCPR)

• Medisoft Network

Professional (MNP)

• park

• password

• restoring

• user name

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3.1 Medisoft Clinical: A Practice

Management/Electronic Health Record Program 3-5

• Medisoft Clinical—integrated practice

management (PM) and electronic health record

(EHR) program

• Medisoft Network Professional (MNP)—

practice management application within Medisoft

Clinical

• Medisoft Clinical Patient Records (MPCR)—

electronic health record application within

Medisoft Clinical

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3.2 Security Features in Medisoft Clinical 3-6

Medisoft Clinical has a number of built-in security

features

• User name—name that an individual uses for

identification purposes when logging onto a

computer or an application

• Password—confidential authentication

information

• Access levels—security option that determines

the areas of the program a user can access, and

whether the user has rights to enter or edit data

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3.2 Security Features in Medisoft Clinical

(Continued) 3-7

• Park—privacy and security feature in MPCR that

allows a user to leave a workstation for a brief

time without having to exit the program

• Auto Log Off—feature of MNP that

automatically logs a user out of the program

after a period of inactivity

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3.3 Medisoft Clinical Patient Records 3-8

• Standard menu items in MCPR include:

– File

– View

– Task

– Maintenance

– Reports

– Window

– Help

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3.3 Medisoft Clinical Patient Records

(Continued) 3-9

• Database—collection of related bits of

information

• Chart—folder that contains all records

pertaining to a patient

• Dashboard—panel in MCPR that offers

providers a convenient view of important

information

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3.4 Medisoft Network Professional 3-10

• Names of the menus in MNP are listed on the

menu bar, and include:

– File

– Edit

– Activities

– Lists

– Reports

– Tools

– Window

– Help

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3.5 Using Medisoft Clinical to Complete

Pre-Encounter Tasks 3-11

• Pre-encounter steps include preregistration and

appointment scheduling.

– To enter preregistration information about a new

patient, click the New Patient button, and complete

the Patient/Guarantor dialog box.

– To enter an appointment in Office Hours, select a

provider, select a date and time slot, and save.

• Chief complaint—patient’s description of the

symptoms or reasons for seeking medical care

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3.6 Using Medisoft Clinical to Complete

Encounter Tasks 3-12

• Encounter steps include all activities that take

place from the patient’s arrival until the patient’s

departure from the office, such as:

– Establishing financial responsibility—real-time

insurance eligibility can be checked

• Insurance information is entered in one or more of the Policy

tabs in the Case folder in MNP.

– Check-in—reviewing account balance, updating

patient information, recording documentation and

examination findings

• The Patient/Guarantor dialog box is updated as needed.

• SOAP notes are recorded.

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3.6 Using Medisoft Clinical to Complete

Encounter Tasks (Continued) 3-13

• Encounter steps (continued):

– Coding—assigning codes based on the services

provided and the provider’s determination

• In MPCR, codes are selected from lists provided on an

electronic encounter form.

– Checkout—payments are calculated and posted,

follow-up appointments and tests are scheduled,

materials are dispensed, and referrals are provided

• The Unprocessed Charges dialog box in MCPR is used to

post and review charges.

• Scheduling is performed in Office Hours.

• Referral and prescriptions are created within MCPR.

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3.7 Using Medisoft Clinical to Complete

Post-Encounter Tasks 3-14

• After the patient visit is complete, activities focus

on payment for services, including:

– Preparing and transmitting claims

• In MNP, claim functions are located on the Activities menu.

• The Claim Management dialog box is used for current claims

and to create new claims.

• Claims are transmitted through MNP’s Revenue

Management feature.

– Monitoring payer adjudication

• Payer adjudication is tracked using the Deposit List window.

• Charges are applied in the Apply Payment/Adjustment to

Charges dialog box.

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3.7 Using Medisoft Clinical to Complete

Post-Encounter Tasks (Continued) 3-15

• Activities focused on payment for services

(continued):

– Generating patient statements

• In MNP, the Statement Management option on the Activities

menu contains options for creating and printing patient

statements.

• Selections in the Create Statements dialog box determine

which statements will be created.

– Following up on payments and collections

• In MNP, collection functions are located on the Activities

menu and on the Reports Menu.

• The Collection List feature on the Activities menu is used to

place an account in collections.

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3.8 Backing Up and Restoring Files 3-16

• Disaster recovery plan—plan for resuming

normal operations after a disaster such as a fire

or a computer malfunction

• Backing up—making a copy of data files at a

specific point in time that can be used to restore

data

– In MNP, the Backup Data option on the File menu can

be used to make a backup copy of the database.

• Restoring—process of retrieving data from a

backup storage device

– Files are restored using the Restore Data feature on

the File menu.

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3.9 The Medisoft Clinical Help Feature 3-17

• MNP and MCPR offer built-in and online help

files.

– Built-in help feature is accessed via the Help menu.

– Help menu also provides access to help available

online at the MNP website.

• Knowledge base—collection of up-to-date

technical information