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CHAPTER
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill
3 Introduction to
Medisoft Clinical
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
3.3 Medisoft Clinical Patient Records 3-8
• Standard menu items in MCPR include:
– File
– View
– Task
– Maintenance
– Reports
– Window
– Help
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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.
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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.
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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.
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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.
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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.
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
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
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