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Introduction Pre-Task 1.1 Routine Maintenance Medisoft Software Instructions Part 1 Matrixing the Calendar/Blocking Time Part 2 Scheduling Patient Visits Part 3 Editing/Deleting Breaks or Appointments Part 4 Appointment List Part 5 Patient Demographic Entry Part 6 Printing Patient Face Sheets Day One Task 1.1 Risk Management Task 1.2 Preparing the Schedules Task 1.3 Scheduling Telephone Appointments and Inpatient Consultations Task 1.4 Written Communications Task 1.5 Records Management and Patient List Day Two Task 2.1 Patient List Task 2.2 Patient Reception Task 2.3 Scheduling Appointments Task 2.4 Medical Transcription Task 2.5 Scheduling Emergency or Urgent Appointments Day Three Task 3.1 Patient Reception and Referral Task 3.2 Medical Transcription Task 3.3 Insurance Claim Form Task 3.4 Written Communications Task 3.5 Preparing the Superbill Day Four Task 4.1 Telephone Messages and Appointment Schedule Task 4.2 Correspondence and Mail Task 4.3 Scheduling Appointments Task 4.4 Records Management Day Five Task 5.1 Medical Transcription Task 5.2 Posting Charges to a Superbill Task 5.3 Billing and Banking Procedures Task 5.4 Petty Cash and Checking Day Six Task 6.1 Internet Research Task 6.2 Establishing a Meeting Task 6.3 Telephone Messages Task 6.4 Scheduling Appointments Day Seven Task 7.1 Insurance Claim Forms Task 7.2 Patient Reception Task 7.3 Scheduling Nursing Home Services Task 7.4 Telephone Messages Task 7.5 Scheduling Appointments Task 7.6 Scheduling Surgeries Task 7.7 Medical Records Day Eight Task 8.1 Arranging for Physician Travel Task 8.2 Inventory Management Task 8.3 Telephone Messages Task 8.4 Medical Transcription Day Nine Task 9.1 Software Installation Task 9.2 Dashboard Functions Task 9.3 Patient Registration Record Task 9.4 Health History Form Day Ten Task 10.1 Obtaining Information from the EHR Task 10.2 Other Dashboard Features Task 10.3 Identifying EHR Features Task 10.4 Additional EHR Features Appendices 1. Welcome 2. Policies and Procedures 3. Third-Party Payer List and Directions 4. Forms Library 5. Other Physician, Business, Third-Party Payer Directory Supplies |
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