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Page 98
CiMO
chapter summary

3.1 List the six databases Medisoft uses to store information.

Pages 6465

  • - Provider data

  • - Patient data

  • - Insurance carriers

  • - Diagnosis codes

  • - Procedure codes

  • - Transactions

3.2 List the menus in Medisoft.

Pages 6570

  • - File

  • - Edit

  • - Activities

  • - Lists

  • - Reports

  • - Tools

  • - Window

  • - Help

3.3 Explain the function of the Medisoft toolbar.

Pages 7072

The toolbar contains buttons that are shortcuts for frequently used menu commands. When you click on a button, the corresponding Medisoft dialog box opens. The buttons can be used instead of the pull-down menus to perform common tasks.

3.4 Explain how to enter, edit, save, and delete data in Medisoft.

Pages 7276

  • - Data are entered by selecting options on the menus or by clicking a button on the toolbar. The Tab key is used to move from text box to text box within a dialog box. Some information is entered by keying data into a text box; at other times, selections are made from a list of choices already present, such as a drop-down list.

  • - Data are edited by entering the correct information directly in the field where the incorrect information exists.

  • - Data are saved by clicking the Save button that is located in most dialog boxes.

  • - Data are deleted in two ways—either by clicking a Delete button (if present), or by right-clicking to display a shortcut menu that contains a Delete option.

 

3.5 Describe how to change the Program Date in Medisoft.

Pages 7680

Windows XP

  1. Click Set Program Date on the File menu, or click the date displayed in the lower-right corner of the Medisoft window.

  2. To change the month, click the word displayed for the current month, and a pop-up list of months appears. Click the desired month on the pop-up list.

  3. To change the year, click the current year, and select the desired year from the pop-up list.

  4. Select the desired day of the month by clicking that date in the calendar.

Vista or Windows 7

  1. Click Set Program Date on the File menu, or click the date displayed in the lower-right corner of the Medisoft window.

  2. To change the month, click the word displayed for the current month, and the abbreviations for the months appear in the calendar window. Click the desired month.

  3. To change the year, click the current year, and select the desired year from the years that appear in the window.

  4. Select the desired day of the month by clicking that date in the calendar.

3.6 Discuss three types of help available in Medisoft.

Pages 8185

  • - Hints appear on the status bar at the bottom of the screen as the cursor moves over certain fields.

  • - Medisoft's extensive built-in help feature is accessed by selecting Medisoft Help on the Help menu.

  • - Help is also available online at http://www.Medisoft.com, which can be accessed by selecting Medisoft on the Web on the Help menu. The website contains a searchable knowledge base, which is a collection of up-to-date technical information about Medisoft products.

3.7 Explain how to create and restore backup files in Medisoft.

Pages 8589

Creating a Backup File

  1. To exit Medisoft and create a backup file, click Exit on the File menu, or click the Exit button on the toolbar.

  2. The Backup Reminder dialog box appears.

  3. Click the Back Up Data Now button. If a Backup Warning dialog box appears, click the OK button.

  4. The Medisoft Backup dialog box is displayed. Your instructor will tell you what to enter in the top field.

  5. Click the Start Backup button.

  6.  
  7. The program backs up the latest database files and displays an Information dialog box indicating that the backup is complete. Click OK.

  8. Close the Medisoft Backup dialog box by clicking the Close button.

Restoring a Backup File

  1. Check the program's title bar at the top of the screen to make sure the CiMO7e database is the active database. (If it is not, use the Open Practice option on the File menu to select it.)

  2. Open the File menu, and click Restore Data.

  3. When the Warning box appears, click OK.

  4. The Restore dialog box appears. In the Backup File Path and Name box at the top of the dialog box, key the location of the backup file, if this name is not already displayed.

  5. Click the Start Restore button.

  6. When the Confirm box appears, click OK.

  7. An Information dialog box appears indicating that the restore is complete. Click OK to continue.

  8. Click the Close button to close the Restore dialog box. The Restore dialog box disappears. You are ready to begin the next session.

3.8 Describe the functions of the file maintenance utilities in Medisoft.

Pages 8994

  • - Rebuilding indexes checks and verifies data and corrects any internal problems with the data.

  • - Packing data deletes vacant slots in the database that remain after data have been deleted from the program.

  • - Purging data deletes all data as of a user-specified date.

  • - Recalculating balances updates balances to reflect the most recent changes made to the data.

3.9 Describe the Medisoft security features used to ensure compliance with HIPAA and HITECH regulations.

Pages 9497

  • - The ability to view and alter data in different areas of the program is restricted by assigning access rights to each user.

  • - Users are assigned logins and passwords to limit access to the program and to track their activities within the program.

  • - The Auto Log Off feature automatically logs a user out of Medisoft after a specified number of minutes pass without any activity, preventing access to the program by unauthorized users.

  • - The Warn on Unapproved Codes feature sends a warning message when a transaction is saved with a code that is not HIPAA approved.

Page 101
CHAPTER REVIEW
USING TERMINOLOGY

Match the terms on the left with the definitions on the right.

1. [LO 3.9] access rights
  1. The process of retrieving data from backup storage devices.

  2. A searchable collection of up-to-date technical information.

  3. A collection of related pieces of information.

  4. A feature that automatically logs a user out of the program after a specified number of minutes of inactivity.

  5. The process of updating balances to reflect the most recent changes made to the data.

  6. The process of deleting files of patients who are no longer seen by a provider in a practice.

  7. The way dates must be keyed.

  8. An option that determines which areas of the program a user can access, and whether the user can only view data or has rights to enter or edit data.

  9. A copy of data files made at a specific point in time that can be used to restore data to the system.

  10. A process that checks and verifies data and corrects any internal problems with the data.

  11. The deletion of vacant slots from the database.

2. [LO 3.9] Auto Log Off
3. [LO 3.7] backup data
4. [LO 3.6] knowledge base
5. [LO 3.5] MMDDCCYY format
6. [LO 3.8] packing data
7. [LO 3.1] database
8. [LO 3.8] purging data
9. [LO 3.8] rebuilding indexes
10. [LO 3.8] recalculating balances
11. [LO 3.7] restoring data
Page 102
CHECKING YOUR UNDERSTANDING

Answer the questions below in the space provided.

  1. [LO 3.2] Describe two ways of issuing a command in Medisoft.

  2. [LO 3.4] What are two ways data are entered in a box?

  3. [LO 3.6] What three types of Medisoft help are available?

  4. [LO 3.2] Which menu provides access to Office Hours, Medisoft's scheduling feature?

  5. [LO 3.5] What is the format for entering dates in Medisoft?

  6. [LO 3.7] Describe two ways of exiting Medisoft.

  7. [LO 3.7] Why is it important to back up data regularly?

  8. [LO 3.8] Why is extra caution required when purging data?

  9. Page 103
  10. [LO 3.7] When is a data restore performed?

  11. [LO 3.9] Give an example of how Medisoft's Auto Log Off feature protects patient data.

  12. [LO 3.9] Give two reasons why it is important to assign each user a login ID and password.

APPLYING YOUR KNOWLEDGE

Answer the questions below in the space provided.

  • 3.1

    [LO 3.6] Use Medisoft's built-in help feature to look up information on the following topics:

    1. How to enter diagnosis codes

    2. How to print procedure code lists from the Medisoft database

  • 3.2.

    [LO 3.7] You come to work on a Monday morning and find that the office computer is not working. The system manager informs everyone that the computer's hard disk crashed and that all data that were not backed up are lost. What do you do?

THINKING ABOUT IT

Answer the questions below in the space provided.

  • 3.1.

    [LO 3.5] Why is it important to know how to change dates in Medisoft? What could happen if dates are entered incorrectly?

  • 3.2.

    [LO 3.7] Why is it important to know how to back up and restore Medisoft database files?

Page 104
AT THE COMPUTER

Answer the following questions at the computer.

  • 3.1.

    [LO 3.2] How many options are there in the Reports menu?

  • 3.2.

    [LO 3.2] What is the first choice on the Lists menu?

  • 3.3.

    [LO 3.2] List the options on the Activities menu.

  • 3.4.

    [LO 3.5, 3.7] Set the Medisoft Program Date to December 1, 2016, and then exit Medisoft.