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I MEDISOFT TRAINING MANUAL Version 12 ii List of Activities Activity Page # Install Medisoft Patient Accounting Demo 1-2 Install Medisoft Advanced Demo 2-3 Install Office Hours Professional 3-4 Make an Appointment 27-28 Enter a Break in the Appointment Book 29 Enter a Repeat Appointment 30-31 Print an Appointment Grid for the Week 33 Print an Appointment Grid for the Day 34 Add a Patient to the Recall List 35-36 Add a New Patient: Jenna Green 37-43 Add a New Patient: Kathy Patel 43-45 Add a New Patient: Tonya Brown 46-48 Enter Case Information: Jenna Green 48-53 Edit Patient Information: Jenna Green 54-55 Add a New Case for an Established Patient: Jenna Green 55-59 Add a Case for an Uninsured Patient 60-63 Print a List of Patients 64-66 Print Case Information: Jenna Green 66-67 Enter a New Charge: Jenna Green 68-70 Enter a Payment: Jenna Green 70-71 Enter an Adjustment: Jenna Green 72-74 Print a Claim: Jenna Green 74-75 Print a Primary Claim: Jenna Green 75-76 Enter a New Charge: Tonya Brown 76-77 Generate a Day Sheet: Tonya Brown 80-82 Generate a Procedure Day Sheet 82-83 Generate a Payment Day Sheet 84 Generate a Billing/Payment Status Report 84-85 Generate a Practice Analysis Report
4 window appears. 7. On the Select Installation Type window, make sure that Express Install is selected then click on Next. 8. On the Ready to Install window, click Next.
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