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Medisoft |
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SUE I NEED YOU TO
CONTINUOUSLY UPDATE THIS LIST (MAKE NOTES IN MS WORD
DOCUMENT) AND SEND IT TO ME FOR POSTING ON WEB SITE |
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Setup usernames and
passwords with proper security access |
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Sign on as an user that has Level 2 access
and try to use the system under the user for things they
would normally do. Example enter a new reason code,
patient, case..then be able to delete it....Sue don't be to
big on this..I've had problems in the last office (Greeley)
where people could not due these basic task. Please be
detailed in your checks. Thank you |
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Setup program options
Uncheck enforce Accept assignment
Check Force Document Number
Select FaceSheet under Face Sheet
Select Patient Monthly Statement
Check Auto Format Soc Sec
Uncheck Calculate Allowed Amount
Aging report from Date of First Statement
Check Use Color Coding |
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Setup
DiegoRa, TCSP with level 1 access |
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Set
defaults Description for new cases |
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Set
defaults Insurance Coverage Percentage to 100 for new cases
POLICY 1 |
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Set
defaults Insurance Coverage Percentage to 100 for new cases
POLICY 2 |
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Set
defaults Insurance Coverage Percentage to 100 for new cases
POLICY 3 |
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Set defaults Accept
Assignment for new cases for Policy 1, Policy 2, Policy 3 |
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Set defaults for case - default facility is the office |
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Set defaults for new patients - Doctors,
Billing Code, Signature on File, Flag |
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Set the
column view for cases on all PCs |
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Set the
column view for patients on all PCs |
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Set the
column view for new cases on all PCs |
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Providers have UPIN, License Number, SSN
/TIN, Signature On File is checked |
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Add column "Claim Number" to Transaction
screen |
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Change
the grid caption for patients on all PCs from:
Chart No, BirthDate, BillCode, PatInd Ins #1, Ins#2,
CoPay |
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Setup enforce assignment (checked), Multiply
units time amount (Checked) --otherwise it will miscalculate
my reports |
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Go to PROVIDERS and add PIN and GROUP ID for each
doctor for the insurance companies they participate with |
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Go thru
each insurance company and add the EMC Payor Number and EMC
Extra 1/Medigap for EMC carriers |
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Make
sure that the INSPAYMENT, INSADJUST, INSWITHOLD,
DEDUCTIBLE exits in the procedure codes |
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Set the
defaults for each new insurance companies:INSPAYMENT, INSADJUST,
LEAVE WITHHOLD BLANK, DEDUCTIBLE |
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Update existing insurance companies with
INSPAYMENT, INSADJUST,
LEAVE WITHHOLD BLANK, DEDUCTIBLE -
Use ARC32 to do update |
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Disable SET DEFAULTS from permissions so no one can set
defaults (Permissions - Data Entry- uncheck) |
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Go thru
each provider, make sure that the following information is
entered
UPIN, CLIA #, TAT #, Federal ID# or SS No, License #,
Specialty, Signature on file, Medicare Participating |
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Go
through the payment / credit / adjustment codes…in the
TRANSACTION screen to make sure they are positive or
negative and they are the right adjustment type |
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Print
out HCFA forms for Medicare from OLD system and compare them
with the new HCFA in Medisoft |
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Print
out HCFA forms for other carrier from OLD system and compare
them with the new HCFA in Medisoft |
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Do
people need to use two forms for HCFA or just one |
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Review
HCFA forms for PIN, or provider ID at box 33 |
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Is
Medicare check box marked on top when printing Medicare HCFA
forms? |
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Is the
walkout receipt good enough for the office? |
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Is the
statement print out good enough for the office? |
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SOF on
file utility was ran to set patient Signature on File…need
to copy SOF.exe under C:\Program Files\Medisoft\Bin folder.
Run file once copied to this location |
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Did you setup default PATIENT payment codes
for cash payments and check payments in program options /
payment application |
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Did you setup the defaults for new insurance
carriers to be
Patient Signature On File = Signature On File
Insurance Signature On File = Signature On File
Physician Sign On File = Print Name
Print PIN on Form = Pin Only
Default Billing Method = Paper
Did you check all the insurance companies to make sure their
values are set as described above? Use ARC32
to do update |
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Did you identify the INSURANCE TYPE for
companies that required this value such as MEDICARE, BLUE
CROSS/SHIELD |
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Did you setup PROGRAM OPTIONS / DATA ENTRY /
CREATE BILLING NOTE / COMMENTS - otherwise it will not print
on HCFA form |
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There should be only one type of CASH, CHECK,
BAD CHECK, NSF CHARGE payment (not multiples) - just one..so when they
run a DAY SHEET at the end of the day they do not have
multiple sections for co-pays on checks or cash. |
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List
Grid Views What would practice Like to See on Grids for
Patient and Cases. |
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Remove ALLOW, add the modifier 1 & 2 (if more
than one modifier is used by practice), put modifier
next to PROCEDURE, add Date to for the first grid column. |
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PHOENIX
Version
10 make sure the practice (FILE / PRACTICE INFORMATION) is
set up with the tax id and the entity type is either
non-person for group practices (which is used if submitting
all claims under group numbers or person for offices that
submit as individual provider numbers. If the practice
submits both ways leave as pe
Referring doctors need the
default set as person for the entity type. Use ARC32 to
do update
All patients need to have default set as
person under the entity type. Use ARC32 to do update
Under the providers you need to set default as person for
entity type.
If the practice bills for individual providers leave the
Default Pins tab under PINS blank and the default Group ID
numbers blank.
Under the PINS tab if they submit as group you need to fill
in both the PIN and Group numbers. It could be just the tax
ID in both fields if they do not have a different ID
Number. A number needs to be in both fields for every
insurance that is billed electronic. If they submit as
individual providers you need to only fill in the PINS
column.
You must also set up two EDI receivers if they submit both
ways as group and individuals.
Under the group EDI receiver in
the ID and Extra fields for group you must check the group
practice and put a 2 in the extra 4 field. For individual
EDI Receiver you must put a 1 in the extra 4 field and don’t
check group practice.
If you are crossing over from the stratus platform to the
phoenix platform remove the TAT numbers the Phoenix system
does not use the TAT numbers
If you are on Version 9 or below then you do not need to
enter entity types.
EDI RECEIVERS
PHX - Setup values for:
Submitter ID 1: example NN000
Submitter Password 1: example NN000 (same number
as above)
Extra 3: Enter contact name:
example Susan
Extra 4: Enter 1 for person or 2 for
Group
Program File: PHX - this is
the executable file |
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STRATUS:
Set up EMC receiver by going to List – EMC
receiver –
Address Tab –
ProxyMed Clearing
House
Contact Name - for practice
Modem Tab –
Data Phone 866-798-4910
Dialing Prefix if you need to dial out on line 1 or 91
Serial Port Com1 Parity
None
Baud Rate 28.8k Data Bits
8
Transmit Protocol X-modem Stop Bits
1
Transmission Mode Test Until they go live with electronic
then change to Active
ID and Extras Tab –
Program File STRATUS |
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Clean up MWZIP codes using Data Integrity
Checks in ePractice EMR™ |
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Under Data Entry Tab check if they want to
serialized Superbills and if they want to create billing
notes |
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If they want billing note you must set up new
code under Procedures/Payments/Adjustment for COMMENT |
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Set up under the Payment and Deposit
Check Mark boxes at bottom of deposit box
Showing Claim marked done
Print Claims (if practice wants to print at that time)
Print Statement (if practice wants to Print at that time) |
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Go over Fee Schedule for all Procedure Codes
used within the practice and determine if they need one or
more fee schedule |
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Have Practice sign up online with all
carriers they participate with in order to check claim
status and to give TCSP the passwords. |
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Find out if any modifiers are used and if so
do they use multiple modifiers. Setup view in
transaction screen |
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Work with Practice on Superbills with both DX
and Procedure codes |
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For PT billing – Anthem Blue Cross Blue
Shield – Check Contracts first for Southport you need to
make sure that the code 97799 must be put on the
claim as the last code. This is a special code used
strictly for Blue Cross claims. |
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Check setup errors from EDI |
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Make sure GROUP number is printed on HCFA for
Medicare |
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Setup doctor for OnCallData - eprescribing |
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Download DataRunner from OnCallData on server |
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Copy our standard superbill for the doctor(s) |
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Copy our Patient Verification Form (Facesheet) this must
be as a superbill so users can right click on scheduler for
each patient and quickly print one. Form is available at Dr.
Greeley or under properties for the report you can convert
it to a superbill. |
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Set Entity under practice information as
PERSON if they submit claim as single doctor or NON-PERSON
if they submit claims as a group. |
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Set Entity under patient demographics as
PERSON. Set it as default when creating a new patient. |
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