Zodiac Super OZ/MEDIADEPOT.ISO/FILES/01/LHPEDS31.ZIP/LHMAN04.DOC

Text File | 1996-05-18 | 17KB | 457 lines

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             THE CUSTOMIZATION MODULE: LEHICSTM


    We will now turn to the Customization Module. There are two major
    components in this module:

         - Program configuration and registration.

         - Set up user-defined files which will be unique for your
           medical practice.

    Note that in the opening Customization Menu screen there are a
    group of options in the lower left hand corner which are called by
    function keys. The F1_key is a general help screen. F2, F3, and
    F4_keys are for configuration and registration.


      << F2_KEY: USER CONFIGURATION >>
    ******************************************************************
    This key calls a screen which prompts for a password to get the
    user configuration screen. This password can be found in the text
    file "USERPW.TXT" which is distributed with the program. The file
    is available to all users whether or not the program is
    registered. You, as "computer system manager" in your office, may
    wish to limit access to this password file to specific employees.
    For this reason it is not included in the manual.
    ******************************************************************

    The user configuration screen permits you to enter your name,
    address, insurance ID Nos, and related information which will be
    printed on insurance forms and statements. When you get to the
    screen, note the instructions in inverse video. Also be sure to
    use the F1 Help Screens, which are specific for each field you are
    completing.

    We might add that providing non-registered users with this
    configuration screen is one of the many strengths of our shareware
    program. Some programs would require non-registered users to
    handwrite or stamp identifying information onto their forms. This
    in addition to being most inconvenient would create unprofessional
    appearing forms. We do reserve a few features of the program for
    registered users. However, the day to day operation of the program
    is in no way crippled in the non-registered version.

    The "user configuration password" should not be confused with the
    "registration password". The latter password is discussed below
    under the F4_key.




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      << F3_KEY: PRINTER CONFIGURATION >>
    ******************************************************************
    IMPORTANT NOTE: The program by default is configured for any
    generic dot matrix printer (e.g. Epsom, Star, etc) connected to
    LPT1. By using such a printer connected to LPT1, you will be able
    to print all the forms and reports in the program without ever
    having to use the Printer Configuration Menu.
    ******************************************************************

    The Printer Menu allows you to define and send specific commands
    to your printer. You may want to change fonts, send a formfeed,
    reset your printer, etc. In many cases, it will be easier to
    change a printer setting directly on the printer panel.  Here you
    the option of changing a setting from your keyboard. This may be
    more useful if you are using a shared network printer which is not
    in your immediate vicinity.

    First note the function keys in the lower left hand corner of the
    Printer Menu. (Don't get confused! We called the Printer Menu via
    a function key <F3> on the Customization Menu. We are now talking
    about the function keys on the Printer Menu.) The function keys on
    the Printer Menu are as follows:

         - F1: Help Screen.

         - F2: Menu Items. This allows you to define your own menu
           options for items 6, 7, and 8 on the Printer Menu.

         - F3: Laser: Allows you to specify if you are using a laser
           printer. Press the right or left arrow_key to indicate
           your choice and save.

    Now consider options 2 through 9 on the Printer Menu. These are
    the various command options which you can send to your printer.
    How do you define these commands so they work from this menu? This
    is done under option 1, "Select Printer".

    Option 1, if no printer has been defined, will take you to a
    screen entitled Printer Codes. Here you will type in the name of
    the printer, the description (e.g. the model number), and the
    various printer control sequences for your particular printer.
    Refer to your printer manual for decimal codes for your printer.
    The help screen provides an example of how to enter these codes.
    Type in your codes starting in the first field to the left. If you
    don't use all the fields, press the Enter_key to get through each
    unused field. When you have finished entering your codes, save the
    screen by pressing the Enter_key from the last field.

    After saving the control codes you are taken to the Available
    Printers Table. This is pretty much self-explanatory. Use the
    F9_key to select the printer whose codes you have just defined.


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    Option 1 from the Printer Menu, will take you directly to the
    Available Printers Table if any printers have already been
    defined. Note that from this table you may add new printers,
    modify codes for an existing printer, or delete printers. You may
    also select a different printer from those available in the table.


      << F4_KEY: PROGRAM REGISTRATION >>

    This function key on the Customization Menu screen allows you to
    enter the registration password for the program. You will receive
    this password when you register the program; again, this is not to
    be confused with the "user configuration password" which is
    provided with non-registered versions as well.

    Once registered, the opening screens in the various modules will
    identify you (or your practice name) as the registered user.  The
    name displayed on these screens will be that which you entered for
    "registered user name" under the user configuration screen (F2_key
    discussed above).

    There are additional advantages to registration such as receiving
    the search utilities and Managed Care Module.

    PLEASE REGISTER THIS PROGRAM IF YOU USE IT IN YOUR PRACTICE BEYOND
    A REASONABLE TRIAL PERIOD.



      << USER-DEFINED FILES >>

    This is the other major component of the Customization Module.
    Here you will define various codes and files which may be unique
    for your practice.

    ******************************************************************
    Some of these files, already defined or partially defined, are
    provided with the program. You may use these files as is, further
    modify them, or delete them entirely to create new ones.

    Refer to the technical section of this manual for instructions on
    deleting a file completely.
    ******************************************************************








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    ******************************************************************
    IMPORTANT POINTS: Entry of data into these files is pretty much
    self-explanatory. Selecting a menu option from the Customization
    Menu screen gives you a scrolling table of items for that
    particular file. (If no data have been defined for the file, a
    data entry form comes up allowing you to enter the first item for
    the file.) From the scrolling table you may add new entries,
    modify existing entries, or delete entries. Each table has help
    screens to assist you.

    There are certain files that can be created properly only after
    another file has already been created. For instance, the diagnosis
    code file requires you to first complete the diagnosis category
    file. This will be discussed below.

    The ordering of items in a file may be important to you.
    Especially for longer files you will want to have the more
    frequently used items at the top of the scrolling table. This will
    avoid having to page down through the table to get an item which
    you use often, such as the code for a routine office visit.
    ******************************************************************


    We will provide a brief description of each file and detail how it
    works in the program.

      << UPDATE CLAIM OR ACCOUNT TYPE >>

    This file contains designations for the various account and claim
    types. Account Type refers to a particular patient, e.g. a patient
    may be Blue Cross, Medicaid, Aetna, etc. Recall that you can
    pop-up a list of available account types when filling in the
    account type field in the Master Form. This is where you create
    the file that holds the list.

    Claim Type refers to a specific patient Encounter Form. The office
    visit or hospital service might be billed to Blue Cross, Medicaid,
    an HMO, etc. Generally the Account Type and Claim Type will be the
    same although there will be exceptions. Some patients may have
    multiple insurance carriers or supplemental coverage. The
    Account Type designation would be that of their major carrier.
    However some Encounter Forms may go to a different carrier.

    Since this file is used for both account and claim types, some
    users include an EPSDT designation in the file. This designation
    of course, would only be used for Claim Type. The patient would
    (in most states) be Medicaid Account Type.

    ******************************************************************
    IMPORTANT POINT: If you are a Florida user and plan to bill
    Medicaid electronically, name your Medicaid account type "MCAID"
    and/or "MDPAS". See the Lehicaid Module in the manual.
    ******************************************************************

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    ******************************************************************
    IMPORTANT POINT: You will note that when entering an item in the
    file, you specify the order for the item. You will want to put the
    commonly used account/claim types near the top of the list.

    Also note that the account/claim type designation allows a maximum
    of 5 characters. This will require you to do come creative
    abbreviating.
    ******************************************************************


      << UPDATE DIAGNOSIS CODES >>

    This file contains the diagnosis descriptions and codes which you
    will enter on a patient Encounter Form. This listing of diagnoses
    and codes is called up from a pop-up table when completing the
    Encounter Form.

    ******************************************************************
    KEY POINT: This file should only be completed AFTER you have
    created the file for diagnosis categories, which is the next
    option on the Customization Menu.
    ******************************************************************

    You will note that the data entry form has 3 fields:

         - Category: This (by pressing the F5_key) selects a
             diagnostic category.

         - Diagnosis: A description of the diagnosis, maximum 20
              characters.

         - Diagnosis Code: The ICD-9-CM code for the diagnosis.


      << UPDATE DIAGNOSIS CATEGORIES >>

    This file contains the diagnosis categories that are selected in
    the preceding diagnosis code file. You may enter any number of
    diagnostic categories; maximum field length is 6 characters.

    ******************************************************************
    IMPORTANT POINT: The diagnostic categories will be arranged
    alphabetically in the pop-up table that is called from the
    Encounter Form. You may want to devise category names so that
    certain ones appear at (or near) the top of the list.

    For instance, you may want to devise a category named "AAA" which
    includes your most common diagnoses. Alphabetically, this category
    would appear at the top of the list.
    ******************************************************************


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      << UPDATE CPT CODES\DESCRIPTIONS\CHARGES >>

    This file contains the procedure (CPT) codes, service
    descriptions, and charges which you will enter in a patient
    Encounter Form. This listing is called up from a pop-up table when
    completing the Encounter Form.

    ******************************************************************
    KEY POINT: This file should only be completed AFTER you have
    created the file for CPT code categories, which is the next option
    on the Customization Menu.
    ******************************************************************

    You will note that the data entry form for this file has 5 fields:

         - Class: This is the CPT Code category which is selected by
              pressing F5_key.

         - CPT Code: The 5 digit CPT Code.

         - Modifier: The 2 digit CPT Code modifier, if any.

         - Description: A description of the service, maximum 15
                characters.

         - Charge: Your charge for the service.


      << UPDATE CPT CATEGORIES >>

    This file contains the CPT categories that are selected in the
    preceding CPT code file. You may enter any number of categories;
    maximum field length is 10 characters.

    ******************************************************************
    IMPORTANT POINT: The CPT code categories will be arranged
    alphabetically in the pop-up table that is called from the
    Encounter Form. You may want to devise category names so that
    certain ones appear at (or near) the top of the list.

    For instance, you may want to devise a category named "COMMON"
    which will include your most common CPT codes. Alphabetically,
    this category would appear near the top of the list.
    ******************************************************************








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      << UPDATE CITY LIST >>

    This file contains a list of cities which can be popped-up when
    completing this field in the Master Form. You can specify the
    order in the pop-up table allowing the more frequently used cities
    to be near the top of the table.

    Of course, you have the option of typing the city into the Master
    Form if you prefer not to use the pop-up table.


      << UPDATE ZIPCODE LIST >>

    This file contains a list of zipcodes which can be popped-up when
    completing this field in the Master Form. You can specify the
    order in the pop-up table allowing the more frequently used
    zipcodes to be near the top of the table.

    Of course, you have the option of typing the zipcode into the
    Master Form if you prefer not to use the pop-up table.


      << UPDATE DOCTOR LIST >>

    This file contains a lists of doctors or other providers
    (physician assistants, nurse practitioners, etc.) in your
    practice.  You can pop-up a table of providers for the appropriate
    fields in both the Master and Encounter Forms. The field length is
    maximum 5 characters.

    Of course, you have the option of typing the provider name into
    the form if you prefer not to use the pop-up table.

    ******************************************************************
    IMPORTANT POINT: The first 2 characters for each provider should
    be unique. Some reports that sort billing by individual doctor
    look only at the first two characters.

    Assume you have 2 doctors in your practice with names of John
    Smith and Mary Smith. Appropriate designations would include JSMTH
    & MSMTH; 1SMTH & 2SMTH; MARY & JOHN. Designations, SMTH1 & SMTH2,
    would not be suitable because the first two characters are
    identical.
    ******************************************************************








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      << INSURANCE PROVIDER NUMBERS >>

    This file is primarily used in the Insurance Module of the
    program. When completing field no. 33 in the HCFA 1500 Insurance
    Form, you will be able to pop-up a table containing the various
    insurance plans and your provider number for each plan. Refer to
    the help screens associated with this file as well as the help
    screens in the Insurance Module for assistance.

    This file has an additional use for group practices when
    completing field 24K in the HCFA 1500 Form. Refer to the help
    screens for assistance.


      << HCFA CLAIM TYPES >>

    This file contains the "HCFA claim types" that are selected in
    field no. 1 of the HCFA 1500 Insurance Form.

    ******************************************************************
    IMPORTANT POINT: These claim types are general types that are
    required on the HCFA 1500 Form. They are only used in conjunction
    with this HCFA form. They should not be confused with the claim
    types associated with the Encounter Form in this program.
    ******************************************************************

    ******************************************************************
    KEY POINT: Do NOT modify these entries. These entries must remain
    "as is" in order for the billing part of this program to work
    properly. However, you may want to modify the order in which the
    entries occur in the table. Position the more frequently used HCFA
    types at the top of the file.
    ******************************************************************

    Refer to the help screens associated with this file as well as the
    help screens in the Insurance Module for assistance.


    This completes our discussion of the Lehicstm Module.