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MicroMD PM Configuration Manual 10.0

1. Practice ID MICROSYS MEDICAL ased On Account Sequence Collection Category Account Laura s Acct based 1 COLI Collection Category Sequence COLLECTION SEGU ENCE Collection Notes Category Laura Collection Note eal Default Collection Agency 4 3 Transworld Collectio Collection Min Sequence Due 400 00 Writeotf Sequence Bal if Aging Days gt 1 Skip Pre Collection NOTE These must be two different category settings This is based on the value you have set for Collection Notes Category in Practice Preferences This will be the minimum amount of a sequence to quality for Transworld collections MicroMD PM Contiguration Manual 10 0 3 31 eSERVICES Procedure Details 8 Set the Writeoff Sequence Bal if This is the age the sequence must reach before automatic write off Aging Days gt 9 Uncheck if it is checked the Skip Pre Collection box 10 Click the Save button on the Task Pane and exit the window The table below explains the preferred file format for Transworld Field Length Required Data Client Number 5 Y Client number Transmittal Number 10 Y Responsible Party Account Number Debtor Name 30 Y Responsible Party Name Optional Address 30 Address 30 y Responsible Party Address City 15 Y Responsible Party City S
2. f no path is specified for a command it defaults to the path in the HyperACCESS section of the e0 n The only valid commands for the report X keyname are Command zipfile filename renamefile filename unzZippalh path printfileN filename 997file filename Attributes PrintfileN zipfile renamefile Unzippath 997file This command specifies the report file to print and the font size N used when printing The default font size if not specified is 8 the minimum font that can be printed This command is useful in performing all other functions if necessary as well Example printfilel0 c temp 835 Specifies the file to be unzipped using PKZip decompression Example zipfile 835 Renames the report that has been downloaded trom the carrier to a specific name Example renamefile 835 zip This indicates to the system where to place the unzipped file Example unzippath c temp This tells MicroMD PM that the incoming file is an ANSI 997 Functional Acknowledgement file and that the program must interpret it It will generate a report on the window rather than sending it to the printer The user can then print the report trom within MicroMD PM Example 997 ile c hawin32 997 MicroMD PM Contiguration Manual 10 0 3 Multiple Practices Example 1 PRIN has three different reports to be handled mand dc are reports to be printed and the 997 report is a functiona
3. 1 Select Maint gt Practice from the main The Practice List window opens menu 2 Click the New icon on the Task Pane The Practice Detai window opens _ Practice Detail Practice Provider Location Practice ro det Insurance ID Jetyvork ID ID Name Address Pay To Info Phone Qualifier Fax Federal Id Tax Type E Year End Closing 12 31 2007 Signature Box Group CLIA No Charge Class Assignment V Type of Bill Note Type of Practice vd Practice NPI 3 Complete all applicable data on the If the Signature Box was completed in the Provider Detail MicroMD PM Contiguration Manual 10 0 1 3 Step 2 Add the Practice s Procedure Details Practice tab window you can leave this S gnature Box blank If the address where patients should send their payments is different from the practice s physical location enter the appropriate name and address in the Pay 7o Info fields The CL A Notield on this window is the second place that MicroMD PM looks for that number The system looks for the CLIA number in the following order Practice Location Practice Detail and Provider Detail Assign a Charge Class to a practice in a multiple practice system where different types of specialties may exist This feature is useful when different charge amounts are needed for a procedure You can enter the procedure in the system once but assign different charge classes for different practices Billing services f
4. Choose which program features you want installed and where they Will be installed Recommended for advanced users InstallShield lt Back Cancel 3 18 MicroMD PM Configuration Manual 10 0 Contiguring Add ons Procedure Details 8 Click the Install button MicroMD SSL WebServices InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation TF vou wank to review or change any oF your installation settings click Back Click Cancel to exit the wizard Installshield Back 9 Click the Finish button F MicroMD SSL WebServices InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed MicroMD SSL Webservices Click Finish to exit the wizard show the Windows Installer log lt Back Cancel Additional Steps for Installing IIS 6 10 Open Internet Information Services Select Start gt Control Panel gt Administrative Tools gt Internet IIS 6 Information Services IIS Manager 11 Expand Web sites 12 Right click on MicroMD Secure and select Properties 13 Click the Directory Security tab 14 Click the Server Certificate button MicroMD PM Contiguration Manual 10 0 3 19 eSERVICES Procedure Details Welcome to the Web Server Certificate Wizard x Welcome to the Web Server Certificate Wizard 15 Cl
5. NOTE Ifthe client has purchased the Code Load optional program it imports diagnosis and procedure codes into MicroMD PM automatically Refer to Appendix C for further information 3 Enter all appropriate information for this You need to complete at least these fields for the code to new code function properly Code Description Pos Tos and Standard Charge Other important fields to complete at this time if needed CLA Flag 1 6 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup Procedure Details Document Flag FM Flag Medicare Charge 4 Click the Save icon on the Task Pane 5 Repeat steps 2 through 4 for each new code EXERCISE FOR MICROSYS MEDICAL Add the following procedure codes Code 99213 Code 82270 Description OV Est patient expanded Description Hemoccult POS 11 POS 11 TOS 01 TOS 05 Standard Charge 70 00 Standard Charge 15 00 Check EM Flag Code 85025 Code 99222 Description CBC w differential Description Hospital Inpatient Initial Comp POS 11 POS 21 TOS 005 TOS 01 Standard Charge 25 00 Standard Charge 126 00 Check CLIA Flag Code 93000 Description EKG POS 11 TOS 01 Standard Charge 56 00 MicroMD PM Configuration Manual 10 0 1 7 Step 5 Create the Payment and Write otf Codes STEP 5 CREATE THE PAYMENT AND WRITE OFF CODES Next you must create payment and write off codes Creating payment and write off codes allow reporting b
6. dein Meee defali Plan Set Hame default Default Plan Set Plan Line Mo 1 efaul a Description apstem default P SLIDE MEDICAL SLIDE MEDICAL Plan ID 2 Mame SLIDE MEDICAL Plan Type Friman ae Address 450 sexto st Group No Te 0 00 Effective From To Assign Assign Benefits Policy Qualifier MI Member ID Number Release Code Y Yes Provider has Sigril Signature Code B Signed CMS 1500 bloc scanner icon Ins Type Code OT OTHER le Struthers OH 44477 Policy Details Plan Details SOF Yes lel Relation Selb we Insured 2118 O SMITH DAVID B Policyholder Figure 3 8 First Steps in Calibrating the Scanner MicroMD PM Configuration Manual 10 0 3 39 eSERVICES Figure 3 9 The Scan Insurance Card window Procedure Details 3 In the Scan Insurance Card window click the OCR icon or the Acquire Image icon The button to the left of OCR 4 Place the calibration sheet into the scanner Placing the paper snug and to the right should yield When the paper sensor light is green click the the best results Calibrate button 5 Click the Calibrate button Calibrate 6 Place the insurance card in the scanner snug and toward the right for best results and click Both sides of the card will be scanned the Scan button 7 Click OCR You will be prompted with a message asking if you would like to update information from the scanner 8 Answer Yes
7. Users can assign this argument to patients on the Patient Detail window under the Misc tab They can then generate reports based on Search Argument in the report options window Recall Reason Tab 18 It is not essential to update the Recall The Recall Reason tab is blank until the user creates entries Reason tab at this time Then it contains a list of patient recall reasons the number of days needed for a return visit the associated Appointment Class and the Recall Activation sets for that reason A recall can be set up for a patient by clicking the Recall icon from the floating task bar on the Patient Detail Charges Payments and Appointment windows EXERCISE FOR MICROSYS MEDICAL Create a search argument called Patient Referral MicroMD PM Contiguration Manual 10 0 1 19 Step 12 Set Uo Practice Preferences STEP 12 SET UP PRACTICE PREFERENCES After completing the Miscellaneous Preferences window the next task is to set up the Practice Preferences Practice preferences must be set for each practice in a multi practice system Procedure Details 1 Select Setup gt Practice Preferences The Practice Preferences window opens from the MAN MENU _ Practice Preferences m m X Modifier Patient Place of General Type of Billing Additional HIPAA Message Service Preferences Service Preferences Modules Categories Modifiers Modifier Descripton None POST OP EVAL AND MGMT EVAL AND MGMT BILATERAL PROCEDURE MUL
8. Blue Shield of Virginia BSVA tells you that the claim file must be 7v0000 c m and then zipped and renamed tnv0000 zip In the eb nifile you would enter BSVA1 report_delete c hawin32 tnv0000 clm c hawin32 tnv0000 zip claim renamefile c hawin32 tnv0000 clm zipfile c hawin32 tnv0 000 210 The claim keyname specifies that the claim file will be renamed to tnv0000 clm and then zipped to tnv0000 Zip MicroMD PM Contiguration Manual 10 0 3 Multiple Practices NOTE Ifa script is being used make sure that it is sending the file that you are creating Make sure to delete the files that are created with the claim keyname with the report_delete keyname Failure to do so could cause errors when trying to rename or zip a Tile Deleting the Old Report Files All commands must end with a semicolon The report_delete keyname contains a list of files to be deleted before the claim file is renamed or Zipped If no path is specified it will default to the value in the path keyname in the HyperACCESS section of the eb ini Examples and Explanation Example 1 MCSC sends zipped reports named mand dc that are renamed to 7 z o and bc zip respectively These reports are then unzipped to mand dc The renamed files and the reports must be deleted HY PERRACCE SS path c hawin32 MCSC1I report_delete m zip m bcl zip bcl Since no path was specified in the report_delete keyname it will use the path v
9. 7 Click the Setup icon in the Task Pane The Additional Modules Configuration Demandforce window opens 8 Inthe Username and Password fields enter the proper values provided by Demandforce 9 Leave the D3 Transfer Utility field blank 10 In the MicroMD Utility field browse to the location where the database is located 11 In the License Keytield enter the proper value provided by Demandforce 12 In the ransaction Daystield enter the amount of previous days the system with gather financial information for 13 Inthe st 7ransferand 2nd Transfertields enter the times when the XML files will be created and sent to Demandforce 14 Click the Finish button 15 Click the Save icon on the Task Pane Uszemame D3 Transfer Utility MicroMD Utility License Kep Transaction Days 14 1st Transfer Figure 3 1 Additional Modules Configuration window for Version 6 5 Setup Notes MicroMD PM Version 7 6 4 and Above For setup with MicroMD PM Version 6 5 complete the following steps Procedure Details 1 Open the MicroMD PM software 3 4 MicroMD PM Configuration Manual 10 0 Contiguring Add ons 2 Select Setup gt Practice Preference The Practice Preferences window opens 3 Click the Additional Modules tab 4 Click the New icon on the Task Pane 5 Select Demandforce from the Add On drop down list 6 In the Export Path column enter the path NOTE For this path you may want to create
10. Default Payment Code Degree Misc Deduction Diagnosis Class Deductible Code Coverage Class Co Insurance Code Financial Class Medicare ins Class Form Type Blue Shield ins Class Payment Code Medicaid ins Class Write off Code Default Disbursement FIFO Prorate Adj To Write off Code Day Sheet Open Days 99 Insurance Class Charge Estimate V Payment Calculation V Insurance Category Pop Up Plans Post Line Item Details VW Default Lab Test 7 0 Lab Show Sequence Applied Flag v Change Resp M Days 25 PowerPay M Compute Write off V Generate Sec Claim V m Miscellaneous To Do List Category Use Check In For Missed Appts Vv Charge Slip Type Check in Check Out Posting Toggle v Printer Type Dot Laser Multi Practice Iw Print Cover Sheet E This tab allows the user to set the default values for most of the various drop down lists checkboxes and radio buttons used throughout the program The selections made in this tab affect the indicated areas in the program For instance the Payment Code and Write off Code selected here appear as the default when entering plans in the system Maint gt Plan The Misc Deduction field is blank on a new system MicroMD PM uses this default in the green Payment Calculation Primary Insurance Plan window when posting If the user wants to let the system disburse payments automatically you can set the default method by choosing FIFO or ProRate as the Default Disbursement If the client decides t
11. SSL Port specified during MicroMD SSL WebServices install will need to be allowed through client s firewall Installing MicroMD SSL WebServices Procedure Details 1 Click Next at the welcome screen i MicroMD SSL WebServices InstallShield Wizard Welcome to the InstallShield Wizard for Microb SSL WebServices The InstallShield Rt Wizard will install MicroMD SSL webServices on your computer To continue click Next WARNING This program is protected by copyright law and international treaties Back cancel 2 Specify SSL Port 9054 is default 3 Specify SSL Certificate pfx file only 4 Specify SSL Password MicroMD PM Contiguration Manual 10 0 5 17 eSERVICES Procedure Details 5 Click Next 6 Make sure the Complete radio button is selected for the setup type 7 Click Next iin MicroMD SSL WebServices InstallShield Wizard MicroMD SSL Configuration Configure SSL Port Certificate and Pasword Internet Information Services SSL Port 054 SSL Certficake Information SSL Certificate psx C Users Administrator Desktop micromd_software_cert pFx Browse SSL Certificate Password ecceccees InstallShield Back Cancel iis MicroMD SSL WebServices InstallShield Wizard Setup Type Choose the setup type that best suits your needs Please select a setup type All program Features will be installed Requires the most disk space
12. and MicroMD Custom Reports Viewer Admin can be installed in a single database environment or in a multi database environment This is controlled with the medical ini configuration file the same as with other multiple database environments related to MicroMD PM or EMR 3 42 MicroMD PM Configuration Manual 10 0 Contiguring Add ons Setting up Client authorized User Names and Passwords If opting to connect in a multi database environment as the ini file outline below a pick list with then be displayed to allow for selection of the appropriate database to connect to set up the authorized user names and passwords When opening the Admin application the MicroMD Connections window shown in the General section will open if the medical ini is set to multiple databases MULTIPLE_DBS 1 after checking the desired database and clicking the Select button the Admin window will open medical ini Notepad File Edit Format View Help l sqlca DBMS AD0O NET DBParm Connectstr ing DSN supp100 AUTH 1 MULTIPLE_DBS 1 a 10 22 20 224 v100 10 22 20 224 v85 10 22 20 224 v90 10 22 20 224 v90 10 22 20 225 support 100 10 22 20 225 support75 10 22 20 225 support 76 10 22 20 225 support 77 10 22 20 225 support80 10 22 20 225 support81 10 22 20 225 support85 10 22 20 225 support90 One the database is connected a spreadsheet type window
13. ANTHEM ems 2345 zilewe Z 34155998800 ZI CARE WORKS T MM1234567 UNITED HEALTH CARE x GR0075010 SI MEDICAL MUTUAL 7112345 Z RR MEDICARE I T SC MEDICARE Z CN987 gt HIGHMARK 123456 ll HEALTHCARE GA04132005 ll WELFARE CLASS v BBEEEEEEE _y Maryland mded v 987654321 _y Blues Choice _7 33333 _ Professional Risk Manage v _ Blue Care Network _ 180320680 FIIIL Medicaid 1123456 Fi This tab allows the user to enter the IDs assigned to the practice by the various insurance plans for printing on the claim form In order for this group ID to print on the claim form the nsurance Classon this tab must match the Insurance Class on the Plan Detai window for the insurance plan assigning the ID MicroMD PM Contiguration Manual 10 0 1 39 Step 19 Aad Patients and Associate Plans Procedure Details 4 Click the New icon on the Task Pane to enter each ID 5 From the Location D drop down list select the It the Practice Insurance D applies to all the locations location for this practice insurance ID select AZZ There may be different IDs assigned based on location It may be necessary to create a row for each location to accommodate the IDs assigned 6 Select the nsurance Class assigning this ID 7 Enter the Practice Insurance ID and or NPI 8 Select any required qualifiers from the 2 Qua or R These qualifiers identify the type of number used for Qual drop down
14. Allows only the new codes for the category selected to appear in the Source section Allows only the inactive codes for the category selected to appear MicroMD PM pulls the Active Thru date for the program trom the Effective Thru date in the Source section of Code Load Allows all the codes for the category selected to appear in the Source section MicroMD PM Configuration Manual 10 0 3 HELPFUL TOOLS APPENDIX D RUNNING SQL SCRIPTS AGAINST A MICROMD PM DATABASE These instructions walk you through the steps for running a SQL script to modify a MicroMD PM database such as checking the Apply Fin Chgs checkbox on all patient detail windows STOP This is for MicroMD PM Support and Reseller Support personnel only Remember this allows you to perform a process that changes the data in the database tables Not all information that was within the changed fields is recoverable Procedure Details 1 Make sure all users have logged out of MicroMD PM 2 You must then login to MicroMD PM with user name micromd 3 Go to Utility gt Database Utilities gt The DB SQL Execution Utility window opens SQL Utility Id Descri ption Results If Applicable 4 Check the Fa tcheckbox at the top left of D8 The nsertwindow opens SQL Execution Utility window Enter Password a 5 Type the password in the nsertwindow and click OK MicroMD PM Contiguration Manual 10 0 Multiple Practices Procedure D
15. ApplicationName AutoRemind PracticeName practice name gt lt DataAction action AppointmentList gt lt parameters start 2010 09 17 end 2020 09 18 moditied ALL moditied_date 2001 09 16 appointment_id offset size 100 gt lt database database_name _ virtualdbName gt lt root gt If no errors occur a blank page will be displayed Right click and select View Source to review the data and contirm that the test was successful NOTE The practice name in the PM must match the name in the MicroMD Office Package if MicroMD is conducting the configuration If a VAR is conducting the configuration the practice name and number will be provided by MicroMD Accounting 5 Transfer the web service URL and the sQL Send this information to support autoremind us Server admin username and password to AutoRemind 6 AutoRemind takes it from here to manage Configuration is complete client set up training and support SZ MicroMD PM Configuration Manual 10 0 Contiguring Add ons Demandforce MicroMD PM Demandforce is an automatic reminder and reputation management service that allows a practice to deliver appointment and other types of reminders via phone call email or text message Available in Version 7 6 4 or greater build date 7 2 12 or greater or Version 6 5 build date 7 2 12 or greater Key Code Required The practice key code is generated in MicroMD accounting when the client first
16. CAPITATED COLL COLLECTION CYST REMOVED BENIGN CYST SPPROX 2cm X 2cm X 3 cm DED DEDUCTIBLE FILED REFILED CLAIM HMC END OF MONTH TESTING HMC NKA NO KNOAN ALLERGIES NOAPP NO APPOINTMENTS FOR THIS PATIENT UNTIL PAYMENT IS MADE ON THE ACCOUNT REF REFILED ALL CLAIMS TX TRANSFERRED OUT Rows 12 This tab allows the practice to create Quick Text macros and the associated sentences This is very useful if users find themselves typing the same thing repeatedly The quick text is available in any note field and in other fields throughout the program 14 Click the New icon on the Task Pane to create Quick Text entries 15 Enter the Keyword and the Message that appears when users choose that keyword MicroMD PM Configuration Manual 10 0 1 35 Steo 15 Set Uo System Preferences Procedure Details 16 Click the Save icon on the Task Pane 17 Repeat steps 14 through 16 for each Quick Text entry EXERCISE FOR MICROSYS MEDICAL Create the following Quick Text NKA No Known Allergies Procedure Details System POS Tab 18 It is not essential to make any changes to This tab contains a list of the CMS approved place of service the System POS tab at this time codes The user may add to this list if needed MicroMD PM uses this list to modify the POS list for a specific practice found in the Practice Preferences window System TOS Tab 19 It is not essential to make any changes to This tab co
17. Dates Print Options From 04 30 2012 To 04 30 2013 What To Print Default e Sort Order Name haga Statement Options statement Type Double Window show amount due Entries Per StatementBill 20 Min Balance Show transactions hin Amt Due Show due date Show Paid Seguences Show personal message Due In Days Bill Options Include Pre Collection Show balance amount Inc Co Pay Exclude Deceased Min Balance 0 00 Credit card entry lines E Min Amt Due 0 00 Visa MasterCard W Other Show Paid Sequences Inc 3rd Party Aging Finance Charge show patient Apply Finance Charge E Show insurance Cycle Billing Use Cycle Billing Days Since Last Stmt Use Force Stmt Flag ht Bi w m E E Patient Messages Posting Date Calendar Date General Message Patient Category ALL Patient Location ALL Stmts per print 10 E Save Settings Print Range by Name z Figure 3 4 The Billing Options Window STOP On the Billing Options window verify that you select eStatement V4 in the Statement Type field NOTE If you need additional in depth information about sending statements from within MicroMD PM please refer to the most recent version of the MicroMD PM User s Reference Manual When you are done compiling the statements on the Billing Options window and click the Print icon on the Task Pane the system creates the stmt txt Tile in the location designated in the Estatement1 section of the eb ini file refer to the Revise t
18. MicroMD PM select Set Up gt Practice Preferences Then select the Additional Modules tab Create a New line item which will be blank until selection of the appropriate add on product from the drop down menu Once you ve selected and entered any additional set up info click Save Once you click Save a pop up box will appear to enter the key code Support Users requiring support should contact Henry Schein MicroMD at HSMS support henryschein com Configuration Instructions Before starting the installation it will be necessary to install the latest version of the SDK To insure that this is a clean install uninstall everything SDK IDScan etc that you may have installed for the operation of the scanning device Also before launching the installer make sure the scanning device is not connected to the computer Procedure Details 1 2 Download and install the latest SDK version If you have not registered please do so at the link below from the link below If you are registered then return to the download link in this step http www cssn developers com sdk http www cssn download members ph developers com members reqisterapprove ph Click Agree after reviewing the License CEA w Agreement CS SN INC dba Card Scanning Solutions SDK License Agreement IMPORTANT READ CAREFULLY THIS LICENSE AGREEMENT BY INSTALLING COPYING OR OTHERWISE USING THIS SOFTWARE VOU ACCEPT ALL THE TERMS AND CONDITIONS OF THIS AG
19. Preferences window Check the Admission Date box to indicate to MicroMD PM that this POS must have an admission discharge date from the sequence in the electronic file 6 Click the New icon on the Task Pane and select the appropriate codes trom the drop down list 7 Click the Save icon on the Task Pane General Preferences Tab 8 Click the General Preferences tab The General Preferences tab allows users to set some of the general defaults for the practice Some fields cannot be completed as the items in the list have not been created yet Modifier Patient Place of General Type of Billing Additional HIPAA Message Service Preferences Service Preferences Modules Categories Patient Required Patient Fields Title Address Provider ID County of Residence Location ID DOB Patient Category Home Phone Notes Category Social Security Number Service Facility ID Co o Work Phone Release Code ZIP Code Signature Code Ethnicity Patient Sex Race ZIP Code Language County of Residence Refresh Rates Sec Area Code Appointments Recall Freq Check In Out Max Recall Temp Patients Sub Account Pending Charges Enable Load Address Button V Charge Slip List Patient Name Upper Case Miscellaneous Enhanced Referral Use Alternate Name for Labels Enable Patient Chart Notes V Anesthesia Dental Oral Surgery Posting Default NM NN N ooo co JIT KELEELEELE TM 797337 4 hez MicroMD PM Conf
20. Set the defaults for the billing of this practice Most important at this time are Bill Statement Default when entering a new patient in system Auto Message Check this box to print the appropriate patient message automatically at the bottom of bills statements based on the account aging and the last payment date STOP Before posting any charges in the system you MUST select the Default Location and the Default Service Facility Return to this tab after you create locations in the system 16 Click the Save icon on the Task Pane Additional Modules Tab 17 It is not essential to update the Additional The Additional Modules tab allows you to add additional Modules tab at this time modules to MicroMD PM such as Code Load MicroMD CHC Code Scrubbing and numerous imports and exports 1 24 MicroMD PM Contiguration Manual 10 0 MicroMD PM Setup 18 Click the HIPAA Categories tab The HIPAA Categories tab allows you to enable system wide alerts that appear in the Patent Detai window Drop downs allow you to set the sort order of the alerts that appear for the user when they enter the patient in the Billing Appointment or Check n Check out windows Administrators can clear all patients of any given category by using the Reset Patients checkbox _ Practice Preferences m o Modifier Patient Place of General Type of Billing Additional HIPAA Message Service Preferences Service Prefer
21. _330 726 9877 Work Phone _330 758 3345 Social Security Number 528 75 9957 Date of Birth 12 15 1936 M IF Check Appropriate Box Single Married Widowed Separated Divorced Employer Provider Dr Ajit Kumar Allergies Medical Alerts None Who referred you _Dr William Davidson Section llI Responsible Party If patient is responsible please put SAME on Last Name line Last Name Anderson First Ellen Address 424 Main Street City Youngstown State OH Zip _44514 Home Phone _330 726 9877 Section III Emergency Contact Info Last Name Anderson First Ellen Address 424 Main Street City Youngstown State OH Zip 44514 MicroMD PM Contiguration Manual 10 0 1 43 Step 19 Aad Patients and Associate Plans Home Phone _330 726 9877 Relationship Daughter Patient Registration Page 2 Section IV Insurance Information Primary Name of Insured Anthony J Smith DOB Relationship to Patient _ Self Insured Address City State _ _ _ Zip Insurance Company __ Palmetto GBA Policy 528759957A Group RC528759957 Ins Co Phone Ins Co Address PO Box 57 City _Columbus State OH __ Zip 43217 Name of Employer Retired Work Phone __ Address of Employer City State Zip Secondary Name of Insured Self DOB Relationship to Patient Insured Address City State _ _ _ Zip Insurance Company _ BCBS Policy YRP554M5656 _ _ Group 36415 Ins Co Phone _21
22. a specific practice you MUST specify it now Once the code is saved this field is disabled and cannot be MicroMD PM Contiguration Manual 10 0 3 23 eSERVICES Procedure Details changed again 4 Click the Save icon on the Task Pane Add the esPayments Additional Module To set up MicroMD ePayments for use with MicroMD PM complete the following steps Details Procedure 1 Open the MicroMD PM software 2 Select Setup gt Practice Preference The Practice Preferences window opens 3 Click the Additional Modules tab 4 Click the New icon on the Task Pane 5 o ESPayments from the Add On drop down EEE Ist E Spayments ESstatements eS tatemert Generic Highlands Hospital Import Hine Grant Report Inowhed EMR Export 6 Click the Save icon on the Task Pane The system prompts you for a security code when you attempt to save Contact Henry Schein Medical Systems to obtain this key code 3 24 MicroMD PM Contiguration Manual 10 0 Contiguring Add ons Procedure Details ESPayments Configuration 7 Click the Setup icon in the Task Pane The Additional Modules Configuration Espayments window opens Host IP payments micromd com Host Port 9054 Transaction Posting Codes Standard CC Payment 8 PAYMENTCREDITCARD Standard CC Reimbursement VoidCC Void Credit Card 8 Inthe Host Pand Host Porttields enter the proper values 9 Inthe ransactions Posting Codes
23. a where the Demandforce XML file will be stored Demandftorce child folder inside the Medical folder 7 Click the Save icon on the Task Pane The system prompts you for a security code when you attempt to save Contact Henry Schein Medical Systems to obtain this key code Demandforce Configuration for Version 7 6 4 and above 8 10 11 12 13 14 15 16 Click the Setup icon in the Task Pane The Additional Modules Configuration Demandforce window opens In the Username and Password fields enter the proper Demandiorce values Leave the In the D3 Transfer Utility field blank In the Computer Nametield enter the name of the computer that is running CliniGration In the License Keytield enter the proper value provided by Demandforce In the 7ransaction Days field enter the amount of previous days the system with gather financial information for In the st 7ransferand 2nd Transfertields enter the times when the XML files will be created and sent to Demandforce Click the Finish button Click the Save icon on the Task Pane MicroMD PM Contiguration Manual 10 0 3 5 eSERVICES Additional Modules Configuration Demandforce Username Password Da Transher Utility Computer Name License Kep Transaction Days 14 gt 1st Transfer 12 30 PM fe nd Transfer 06 00 PM Ean Figure 3 2 Additional Modules Configuration window for Version 7 6 4 and above eBackUp MicroMD P
24. any other step The following procedures explain how to do this NOTE A key code is needed for additional billing providers added to the system Contact Henry Schein Medical Systems Inc to obtain this key code Procedure Details 1 Select Maint gt Provider from the main menu The Provider List window opens 2 Click the New icon on the Task Pane The Provider Detai window opens _ Provider Detail ID 1 Billing Provider Title None i Non Person Entity Last Name KUMAR CRNA First Name AJIT Appointments Include Appointment Degree M D iv Default Appt Week NORMAL WEEK E Mail Address Not An EMR User Cell Phone 330 519 3342 PDA Download Pager 330 719 6654 Department Surgery License No 290418431 SSN 123 45 6769 Provider Type 5 CLIA No DEA 987665123 Address Code Signature Box AJIT KUMAR MD Taxonomy Rheumatology ae Claim Indicator F Medical iv NPI 2468101214 Note Field 1 Field 2 Field 3 Field 4 Field 5 3 Enter all applicable data If the provider is a billing provider you must check the Billing Provider checkbox If the practice has more than one provider fill in the Signature Box with this provider s name For a practice with only one provider the Signature Box can be tilled in on the Practice Detail The Default Appt Week will be completed when setting up the appointment schedule Save the provider and MicroMD PM assigns an ID number This is the last place that MicroMD PM
25. area of the window enter the procedure codes you created in the above Procedure Codes for Credit Card Transactions section of this document 10 Click the Finish Button 11 Click the Save icon on the Task Pane You must now add the MicroMD ePaymentss module to the system 12 Click the New icon on the Task Pane 13 Select FSoayments trom the Add On drop down list 14 Click the Save icon on the Task Pane The system prompts you for a security code when you attempt to save MicroMD PM Contiguration Manual 10 0 oE ESERVICES Revise the eb ini File Before you set up MicroMD eStatements module or send test files you must edit the eb ini initialization file Estatementl path micromdsrv4 micromd stmt Where path is the path to the database days 30 estatement internet AUTO httpAddress https rx micromd com RevSpring RevSpring svc NOTE In the above example micromdsrv4 micromd stmt Is the file path to the database Your file path will differ Also note that a folder called stmt must be added to the database NOTE Remember to remove all other estatement values from the eb ini so the system can send Tiles properly Transworld MicroMD PM Transworld is an automatic reminder and collections service that allows a practice to pursue outstanding and late payments Available in Version 8 1 2 or higher Key Code Required The key code is generated by MicroMD Support Support Users requirin
26. becomes a client and this is the key code used for this type of order However the code will be automatically in place and it is not used by support or accounting for registration purposes Support Users requiring support should contact Demandforce at support demandforce com Additional Configuration Instructions Depending on which version of MicroMD PM you are using you will find a specified set of instructions below Setup Notes MicroMD PM Version 6 5 NOTE Practices using Demandtforce with MicroMD Version 6 5 must have Microsoft NET 4 0 Framework installed For setup with MicroMD PM Version 6 5 complete the following steps Procedure Details 1 Open the MicroMD PM software 2 Select Setup gt Practice Preference The Practice Preferences window opens 3 Click the Additional Modules tab 4 Click the New icon on the Task Pane 5 Select Demandforce trom the Add On drop down list 6 Inthe Export Path column enter the path where NOTE This path needs to be located on the the Demandforce XML file will be stored database For this path you may want to create a Demandforce child folder inside the Medica folder 7 Click the Save icon in the Task Pane The system prompts you for a security code when you attempt to save Contact Henry Schein Medical Systems to obtain this key code Demandforce Configuration for Version 6 5 MicroMD PM Contiguration Manual 10 0 eel eSERVICES Procedure Details
27. followed by zero or more entries An entry associates a keyname with a value The general format is section keyname value Comments can also be included in the file by pretacing the comment with a semicolon eb ini File The eb in tile resides on the server in the medical directory where the medical db also resides Each database will have its own eb n There are three different types of sections in the eb n HYPERACCESS Section This section tells MicroMD PM where to tind the HyperACCESS path and where to find the executable to open HyperACCESS Example HYPERACCESS path c hawin32 exe c hawin32 hawin32 exe ARCHIVE Section 28 MicroMD PM Configuration Manual 10 0 EB Setup This section tells MicroMD PM how long to keep the archived claim files and reports in the system It also tells MicroMD PM where to store them Example ARCHIVE days 30 path Server Name MicroMD archive eb ini Setup You must update the eb nifile to include an entry for each electronic billing type You can update this file from any workstation throughout the network Each entry must include the following lines 4 character file designator practice number haw filename MicroMD PM uses the four character file designator to name the file created by the program to transmit to the electronic billing carrier The practice number is a number starting at one that increments for each practice for that part
28. from the m Fati PI f G l T f Billi Additional HIPAA pa nope at T oO O Add On Export Path Notify User OCR Scanning e co Mimages Valence Health Export Eal ESpayments ESstatements Eal Powered ewalic Device Credit Card Swipe When you click the Save link in the Practice Preferences task pane you will be prompted with the pop up Cerner Hospital Import e chout Clearinghouse4l Payor Eal window shown below AAE iter AutoRemind Add On Key Code EES requiring the customer Pemandiores number first box and the 1 0 EEE4 a ne Epot sadnovoinpilmpor E A key code is required to complete this function ea ntserverscommorsl Please call Henry Schein Medical Systems Inc to Codeload2013 z dilam ihe key key code second box Transworld ade Sreabtiny c Enter the required eeen key aa pa information into the window and click the OK button The configuration of a client to use AutoRemind is outlined below cont d Procedure Details 4 Ping the web service to ensure the service is running In the link below replace everything in braces with actual values then remove the braces The values for each parameter can be found in the MicroMD Connection Manager After replacing the parameters with actual values copy and paste the entire string into a browser and run http localhost 9053 or P port PhysicaldbName wsDataAction aspx XMLData lt root gt lt Application
29. icon to create new usernames and passwords 3 Click the Permissions tab to set user access to the Supervisors can navigate through a tree of the system system and select the specitic modules to which a particular user may have access 4 Click the Save icon on the Task Pane to commit your changes EXERCISE FOR MICROSYS MEDICAL Create a user of your choosing and assign them a password STEP 14 SET UP SYSTEM CLASSES AND CATEGORIES After finishing the practice preferences the user must set up the system classes and categories These items will be used in many of the maintenance features of the program Procedure Details 1 Select Setup gt System Classes Categories from The System Classes Categories window opens the main menu Coverage Class Description a Coverage Default None ANESTHESIA 80 00 CONSULT 50 00 DIAG TESTING 50 00 4 HO 100 00 v KH TESTING COVERAGE CLASS 10 00 MEDICAL 80 00 V MEDICAL MUTUAL 80 00 MISCELLANEOUS COVERAGE CLASS 100 00 V SURGICAL 75 00 0 6 8 4 5 9 2 7 1 3 Rows 10 Coverage Classes Tab 2 Click the New icon on the Task Pane to create The Coverage Classes tab contains a listing of the coverage classes for this practice The system various coverage classes that can be used to group already contains a Miscellaneous Coverage procedure codes Class The coverage class must be assigned to the procedure code on the Procedure Detai window A coverage clas
30. insurance plan assigning the ID 5 Click the New icon on the Task Pane to enter each new ID 1 38 MicroMD PM Contiguration Manual 10 0 MicroMD PM Setup Procedure Details 6 From the Location D drop down list select the location for this provider insurance ID 7 Select the nsurance Class assigning this ID 8 Enter the Prov nsurance ID and or NPI 9 Select any required qualifiers trom the 2 Qua or R Qua drop downs 10 Repeat steps 5 through 9 for each additional Provider Insurance No 11 Click the Save icon on the Task Pane STEP 18 ADD GROUP IDS After adding the individual provider numbers you must add the group numbers Procedure Details It the Provider Insurance D or NP applies to all the locations select AZZ There may be different provider numbers assigned based on location It may be necessary to create a row for each location to accommodate the IDs assigned These qualifiers identity the type of number used for the provider s ID 1 Select Maint gt Practice from the main menu 2 Double click the appropriate practice 3 Click the Practice Insurance ID tab The Practice List window opens The Practice Deta window opens _ Practice Detail MICROSYS MEDICAL Joe Practice Provider Location ee Proisa Proisa Praida Insurance ID netyvork ID Insurance ID Credentials Location ID Insurance Class Prac Insurance ID B Qual A Qual NPI v MEDICARE v 9912346 ZI
31. jv Notes E Contacts Iv Lab Results E 4 2 Inthe Source Patient area select a practice from the drop down list 3 Enter the patient s name or number in the field This field is also searchable Type in part of the name next to the Practice drop down etc and MicroMD PM presents a list of possible matches 4 Inthe Destination Patient area select a practice from the drop down list 5 To allow the system to assign the next available To assign the patient a number manually type it in the number automatically select the Assign Next field next to the practice drop down Number checkbox 6 Select the information you want to copy to the new practice 7 Click the Copy Patient icon on the Task Pane to add the patient to the new practice Global Search To activate this feature place a check mark in the Mu t Practice box on the System Preferences tab of the System Preferences window Only those with Supervisor privileges have access to this checkbox When searching for patients using the Patient List under Maint gt Patient the user has the option to search globally across all practices To do this check the G oba Search box in the Patient List When the user generates a search the system looks in all practices to find matching patients 4 2 MicroMD PM Configuration Manual 10 0 Multiple Practices MULTIPLE PRACTICES WITH MULTIPLE DATABASES A multi practice system can use multiple databases When using mu
32. looks for the CLIA No The system looks for this number in the following order Practice Location Practice Detail and Provider Detail 4 Click the Save icon to save this provider MicroMD PM prompts you for the key code Contact Henry Schein Medical Systems for the security key code for this provider Once you save this entry MicroMD PM assigns a unique system ID number to this provider 5 Repeat steps 2 through 4 for each additional provider 1 2 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup EXERCISE FOR MICROSYS MEDICAL Create the following providers for Microsys Medical PROVIDER 1 PROVIDER 2 Ajit W Kumar MD William P Davidson MD Cell Phone 330 509 1234 Cell Phone 330 519 1234 Pager 330 16 5432 Pager 330 19 8881 License No KU 6543 License No DA12345 SSN 123 45 6789 SSN 321 98 7654 DEA 9876651 DEA 9088753 Taxonomy Code Family Practice Taxonomy Code Family Practice Signature Box Ajit Kumar MD Signature Box William Davidson MD Key Code 9059 APEPZLO Key Code 10035 ADD8ADU STEP 2 ADD THE PRACTICE S After entering providers in the system you must now create the practice s NOTE A practice cannot be added to the system without a security key However for training purposes the system allows you to create a practice with the name Test Practice without entering a key code We will not use the Test Practice for the examples in this manual Procedure Details
33. multiple practices with multiple databases MULTIPLE PRACTICES WITH A SINGLE DATABASE There are several important benefits to setting up a multiple practice system with a single database Using a single database allows practices to share several tables Sharing database tables saves time in the initial setup Multiple practices in the same database share the diagnosis employer explosion code plan procedure referring doctor service facility and zip code tables Security Issues If security is a concern when using a single database for multiple practices the supervisor can restrict the access rights of all users Supervisors can restrict access to certain modules of the program and to specific practices Refer to Step 13 Establish Security Settings tor more information Charge Classes Once users enter the practices and providers into the system create charge classes for each practice Refer to the Charge Classes Tab section for a brief overview Practices use these charge classes in the Procedure Deta window to set fees based on practices This allows for different practices in the same database to have different pricing for the same procedures Diagnosis Codes Users can enter diagnosis codes for use by all practices or by a specific practice Refer to the Diagnosis Classes Tab section STOP FOR MULTI PRACTICE SINGLE DATABASE If you want to specify a specific practice tor a code you MUST do so when creating the diagnosis c
34. of Employer Patient Registration Page 2 Emergency Contact Info First James State _ Relationship Husband Insurance Information DOB 02 12 1965 Relationship to Patient Spouse City Boardman State OH_ Zip 44512 Copay 20 00 _ Ins Co Phone City Cleveland State OH Zip 44101 Work Phone __ State Relationship to Patient State Policy Ins Co Phone City Work Phone __ State 1 46 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup Patient Registration Microsys Medical 790 Boardman Canfield Road Youngstown OH 44511 Section Patient Information Last Name Bacon First Scott Address 6320 South Oakland Ave City Boardman State _OH Zip 44512 Home Phone _330 726 3324 Work Phone _800_ 980 5478 Social Security Number _257 72 9292 Date of Birth _03 22 1977 M JF Check Appropriate Box Single Married Widowed Separated Divorced Employer General Motors Provider Dr Kumar Allergies Medical Alerts Allergic to Eggs Who referred you _Dr Carl Rubino Section Il Responsible Party If patient is responsible please put SAME on Last Name line Last Name SAME First Address City Home Phone _ MicroMD PM Contiguration Manual 10 0 1 4 7 Step 19 Aad Patients and Associate Plans Section Ill Last Name Bacon Address 556 Western Ave City Boardman Home Phone _330_ _ 758 1265 Section IV Primary Name
35. qd Apel x Cancel 2 Click the Aad option to create a new item You can also Modify or Delete the item by choosing those options 3 Select the item you want you add from the 7ype Custom Link 1 through 16 drop down list These open reports or other documents on the system They differ trom launching programs in that they are menu launched with no shortcut keys Program 1 through 8 These have a predefined shortcut key Shift F 1 through 8 and are meant to link to external modules or executables DA MicroMD PM Contiguration Manual 10 0 MicroMD PM Contiguration Manual 10 0 Procedure Details Toolbar Item These appear on the patient floating toolbar wherever it appears in the program Web Site 1 through 8 These display web pages 4 Enter the label for the item as you want it to This pop up appears when the mouse hovers over the appear in the program in the Menu Name field icon or the words you click to open the menu 5 Click the Search icon next to the A etield to You can also type the path to the file in the F e field navigate to the file you want the menu item or icon and include any parameters needed to execute the to launch when clicked item 6 Click the Search icon next to the 7oo bar Icon field If you are creating a menu item you can leave this to navigate to the image you want to use for the field blank icon 7 Click the Apply button to set your changes 8 Click OK to finish and exit
36. that the correct SSL port is The default port will be 9054 listed that you specitied in the IIS Certificate Wizard x MicroMD SSL Webservices Installer SSL Port then click Next Specify the SSL port for this web site Se SSL port this web site should use 9054 lt Back Next gt Cancel MicroMD PM Contiguration Manual 10 0 eSERVICES Procedure Details 19 Verify the settings on the Certificate KASL x Certificate Summary summa ry a nd cl ck Next You have chosen to install an existing certificate Sy SY The following certificate is available for installation on your Web server To install this certificate click Next Certificate details Issued To IS7IDEV Issued By IS7IDEV Expiration Date 5 8 2014 Intended Purpose Server Authentication Friendly Name MictroMD BeN 20 Click Finish on the final screen of IIS Certificate Wizard x the wizard Completing the Web Completing the Web Server Server Certificate Wizard Certificate Wizard You have successfully completed the Web Server Certificate wizard certificate is now installed on this server If you need to renew replace or delete the certificate in the future you can use the wizard again To close this wizard click Finish lt Back Finish Cancel a2 MicroMD PM Contiguration Manual 10 0 Contiguring Add ons Procedure Details 21 Click OK on the MicroMD_Secure MicroMD_Secure Properties ka E3 Properties wind
37. the window When MicroMD PM opens it inspects the registry and activates the defined menu items under a menu called Add Ons Web pages can be linked and displayed in the menu under the Help gt MicroMD Online menu item ity Window Help Update Guide v6 0 Reference Manual MicroME Online MicroMD Web Site About MicroM PM Passing Parameters Parameters can be passed to programs custom links and URLs by including a marker in the menu executable string in the F efield on the Menu Eaitor window that will be substituted by MicroMD PM at the time of execution These values come from the currently active MicroMD PM session The list of markers available now includes Marker Description account last MicroMD PM patient opened in the format practice_id guarantor_id patient no dsn data source name to which the user is connected currentpractice current practice open under the user s login MicroMD PM Contiguration Manual 10 0 3 Multiple Practices VEGI Description currentuser current user logged into MicroMD PM guarantor_id last MicroMD PM guarantor_id same as the guarantor_id in account patient_no last MicroMD PM patient_no same as the patient no in account driver ODBC database driver server ODBC engine name database server name database ODBC database name Registry Reference The following is what MicroMD PM defines in order to act
38. will differ Also note that a folder called stmt must be added to the database NOTE Remember to remove all other estatement values from the eb ini so the system can send files properly Set Up the Practice in the MicroMD eStatement Client Enrollment Portal Once the accounting department creates an order for MicroMD eStatements support personnel will enroll the practice in the eStatement Client Enrollment Portal Follow these steps to log in to the portal NOTE While completing the Enrollment process it is important to remember the differences between the Save button and the Next button At any time during the completion of the various screens if you would like to save your information click the Save button This will not advance you to the next screen and nothing in the form is saved until you click the Save button The Next button will advance you to the next screen but will not save your work Procedure Details 1 Open a web browser and go to the following A HENRY SCHEIN site https webservice pscinfoaroup com enrollmi My D cromd login aspx icrgV User Name micromd Welcome to the Henry Schein Customer Service Portal Password fancy123 Please log in User Name micromd Password eecceees ERemember me next time Log In Forgot your password 3 10 MicroMD PM Configuration Manual 10 0 Contiguring Add ons Procedure Details 2 Once you successfully log in click the ma
39. would type the following to include all providers in the system in the 2010AA loop when you submit their claims BSGAI 1 2010aaref_all qualifier G5 1d 12345 Or you would type the following to include the provider with the MicroMD PM id 1 in the 2010AA loop of the claim tile BSGA1 MicroMD PM Contiguration Manual 10 0 11 Multiple Practices Keyname Description 2010aaref_1l qualifier G5 id 56789 You must have semicolons after the values in order for this feature to function properly Sample eb ini hyperaccess path c hawin32 exe c hawin32 hawin32 exe ARCHIVE path Server Name MicroMD archive days 30 mcohl1 ahaw prinl haw dtest 0 element component Sseomentl claim ziptile claims Zip report Cdelete m zip mpbol gzipybel 907 21 997 Claims 21p report_number 3 reportl zipfile m renamefile m zip printfiles m report2 zipfile bcl renamefile bcl zip printfilel0O bcl report3 zipfile 997 renamefile 997 zip 997file 997 mcohreml haw mcohrem haw remit_delete 835 z1p 835 remit zipfile 835 renamefile 835 zip remitfile 835 D 12 MicroMD PM Contiguration Manual 10 0 CODE LOAD APPENDIX C The Code Load program is an efficient way to import diagnosis and procedure codes to the system saving the time of adding them manually Code Load is an optional application purchased separately USING CODE LOAD To load diagnosis and pro
40. 10 0 Multiple Practices Specifying Remit Files to Rename All commands in the remit keyname must end with a semicolon The only valid commands for the remit keyname are zipfile filename renamefile filename unzZiopath path remitfile filename Command Attributes zipfile Specifies the file to be unzipped using PKZip decompression Example zipfile c hawin32 mccorem remit renamefile Renames the report that has been downloaded from the carrier to a specific name Example renamefile c hawin32 mccorem remit zip Unzippath This indicates to the system where to place the unzipped file Example unzippath c hawin32 mccorem remitfile This is the file or set of files that will be renamed to the MicroMD PM naming convention for remittance files This file will be copied into the remit directory specitied in the remittance setup in MicroMD PM Example remitfile c hawin32 mccorem rtpfil Examples and explanation MCCAREM has no known naming convention for their remit files Therefore it is necessary to have a special directory just for that carrier In this example a directory has already been created clhawin32 mccarem All files in this directory will be copied to standard MicroMD PM naming convention in the remittance path mccarenml remit_delete c hawin32 mccarem remit remitfile c hawin32 mccarem STOP Extreme caution must be taken when usin
41. 3 dick the New button in the Task Pret y c ec Fratient Place of General Type oF Billing Additional IF AA Message Service Preferences Service Preferences Modules ahegories This will create a new row under the Additional Modules tab Details Payment and write off ignore codes are set to identity the patient as having been assigned to Transworld For example a two digit number that is not currently being used for a code For example PAYMENT Transworld or WRITE OFF Transworld In the case of a payment the POS field should be PO and the 7OStield should be PM In the case of a write off the POS field should be W1 and the 7OSfield should be PP Ignore Adj Code This is the code your practice will use when posting payments against accounts or sequences that have been sent to Transworld NOTE Assuming the sequence balance is 0 this code should be used as the adjust to write off and then the appropriate payment code to report the payment Collection Agency When using sequence based collections this is the collection agency that will be used when writing off the sequence balances E MicroMD PM Configuration Manual 10 0 3 2 eSERVICES Procedure Details Pane including a drop down menu for module selection 4 Select Transworld from the drop Transworld down menu TouchS cripts Transworld Turbo oc Torhatiacs Felines Frick 5 Click the Save button in the Task
42. 65 544 5689 Ins Co Address PO Box 6018 City Cleveland State OH Zip 44101 Name of Employer Work Phone __ Address of Employer State 1 44 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup Patient Registration Microsys Medical 790 Boardman Canfield Road Youngstown OH 44511 Section Patient Information Last Name Buckner First Joanna Address __5121 Riverview Manor City Boardman State _OH Zip 44512 Home Phone _ 330 726 8996 Work Phone __ _n a Social Security Number _479 97 8264 Date of Birth _05 08 1971 M F Check Appropriate Box Single Married Widowed Separated Divorced Employer Provider Dr Ajit Kumar Allergies Medical Alerts None Who referred you _Dr Carl Rubino Section Il Responsible Party If patient is responsible please put SAME on Last Name line Last Name SAME First Address City Home Phone _ MicroMD PM Contiguration Manual 10 0 1 45 Step 19 Aad Patients and Associate Plans Section Ill Last Name Buckner Address City Home Phone _ 330 509 9784 Section IV Primary Name of Insured James D Buckner Insured Address 5121 Riverview Manor Insurance Company BC BS of Ohio Group 658 Policy _YRC27685479602 Ins Co Address PO Box 6018 Name of Employer The Vindicator Address of Employer Secondary Name of Insured Insured Address Insurance Company Ins Co Address Name of Employer Address
43. COLL WO 225 AD TO WRITEOFF 22c Adj to WO Transworld SOACW 90 ADJ TO COLL WO MicroMD PM Contiguration Manual 10 0 3 29 eSERVICES Procedure Details 10 In the Collection Agency drop down when using Sequence Based collections this is the Collection Agency that will be used when writing off the sequence balances dr 12 90 COLLECTION CY 1 BUSINESS AND PROFESSIONAL COLLECTIONS 10 CC Collections S COLLECTION TESTING AGENCY Collection Agency 11 Click the Finish button to close the window then click the Save button in the Task Pane The next step is to set up a dummy letter This letter will not be sent to the client but it needs to be in the system so the pre collection process report can be functional Procedure Details 1 Select Aux gt Collection gt Setup P Anesthesia b This will open the Collection Setup aes window Capitation Collection Collection Agency Connected Suite b Collection Payment Posting Data Exports b Collection Process Account Data Imports b Collection Process Sequence MicroMD ARS b Pre Collection Process Referral Tracking Report Reports b Third Party Statements lal Setup 2 Under the Pre Collections tab make sure at least one letter is SEE SE listed in the letter list to the right Pre Collection Rows 1 Pre Collection Notes Category WWMM S Minimum Account Due 10 00 N
44. D PM 8 6 1 or higher MicroMD Accounting receives the order for AutoRemind and sends the order to Support to generate the key code and continue set up Open the Practice Preferences window and select the Additional Modules tab Select Device Credit Card Swipe trom the Add On drop down menu Click the Save button and enter the keycode Highlight the line and click the Setup button in the menu on the left Enter the correct value in the Host field Enter the Store Dand AP Token In the Device Type drop down select IDTECH Encrypted MagSwipe Reader Place a check in the Security Code Required For Refunds and Voids checkbox if the practice would like an authorization number before a void can occur See the MicroMD Installation Manual NOTE The key code is generated by MicroMD Support after the order is sent trom MicroMD Accounting This will open the Additional Modules Configuration window Enter MEtos esolus moneris Gom Gateway suls servlet mpgrequest The Store D is created by Moneris and can be found in the welcome letter MicroMD sends to the client The API Token is given to the client after a phone call to Moneris at 866 696 0488 The store ID will begin with monus and the API token is created after the client connects to the Moneris website When this checkbox is checked an Authorization Code text field will appear below it This is the entry field for the authorization numb
45. E ssieseancetees teectectueaeees 2 7 More A Dourter ee AEEA AEE E AE E E E E E E EE 2 8 E nel WN EAE AAA E E E E N E A E A AA A E 2 8 Format OF ANEMIE orn EEE OEEO ENE OE OE OOA OENE TOEO OEO 2 8 aD MEEI ee irae ce tise saetisap ton diatstsap tis tanec ead cts nat sented atisnnto ue taseatnatin taeda cataactoepeeedeneeae 2 8 EA Aes ci 0 e een ee ee oe A ee ee ee AA eee ene ene ee 2 9 MicroMD PM Contiguration Manual 10 0 Chapter 1 Table of Contents CONFIGURING ADD ONS ssicicstoncsansssascorsavnceceniseuncuaisseniaeadeiwcoivasbiaesiupeuctsusseuuacdetanuiesensnes 3 1 C ERAGE oe ne ee E eee E A 3 1 AutoRemind MicroMD 210 iso ce ceeteasvestaosnstomesroseeistescasaicteutesiesoteanite tector serie saaweate tc pects are tistesacaie nece ee neeeueteteianias 3 1 Demandforce MicroMD PM cccccccccceecscceccecceccecceneecceccecereececenneeececennrseeecennueeeceunaeeeeenunreeedsunnreeesennnteeess 3 3 BACK og ea DE E AAE EAA AE AEEA 3 6 eson aL ae UUM 101 D PM oee E e E 3 7 ePayments MicroMD PIV a csecesssstelcnsntnuassa spunea oer outrun cna elas sSuavinesarprtaadenenenaeaeaiensaede 3 16 Tran Won MGOMO PI erranaren 4cnteser erates aeaa aeaii 3 26 ePayments with Credit Card Swiper only MicroMD PM ccccccccccccccscsscsecsscsecsecsececsessessesatssessessesateseeaees 3 33 Medr com MiTo MD PN esa deena cease cece nessa eeestoasieuseneusecnanuenaceeenseeeussecuen 3 36 MicroMD Custom Reports Admin Console and Reports Viewer Configur
46. GESTIVE SYSTEM ENDOCRINE amp METABOLIC DISORDER GENERAL MEDICAL EXIAM GENITOURINARY SYSTEMS GI GASTROINTESTINAL INFECTIOUS amp PARASITIC DISEASE MENTAL DISORDERS MISCELLANEOUS DIAGNOSIS CLASS MUSKULOSKELETAL SYSTEM NEOPLASMS NERVOUS SYSTEM Rows 20 9 Click the New icon on the Task Pane to The system already contains a Miscellaneous Diagnosis Class create a new diagnosis class 10 Enter the Diagnosis Class Description 11 Repeat steps 9 and 10 for each additional class 12 Click the Save icon on the Task Pane The system assigns an ID number to this class MicroMD PM Contiguration Manual 10 0 1 27 Step 12 Set Uo Practice Preferences hhhhhh EXERCISE FOR MICROSYS MEDICAL Create the following Diagnosis Classes Neoplasms Blood Diseases Procedure Details Financial Classes Tab 13 Click the Financial Classes tab 14 Click the New icon on the Task Pane to create a new Financial Class 15 Enter the Financial Class Description 16 Repeat steps 14 and 15 for each additional class 17 Click the Save icon on the Task Pane By establishing financial classes the user can keep track of how much money is generated by performing specific services Financial classes provide a way to group similar procedure codes together When creating new procedure codes the default financial class on the Procedure Detai window is initially Miscellaneous Financial Class Change this default on the Sy
47. IA Flag Document Flag EM Flag Update Flag Anesthesia Base Units Inventory PDA Download a PDA Common Range 2 40 Payment Codes 43 96 Writeoff Codes Unit None Lel Unit Price Figure 3 6 Credit Card Copay Procedure Code 3 34 MicroMD PM Configuration Manual 10 0 Contiguring Add ons The second transaction code that must be created is a Void Reimbursements code for credit card payments Qualifier HC H Standard Charge 0 00 Description Void Reimbursements Credit Card Medicare Charge 0 00 Practice ID FALL Estimated Cost 0 00 POS PR ADJ REDUCE PAYMENT Modifiert Modifiers P TOS PD PATIENT CREDIT CARD Modifiers Modifiers P Coverage Class CLIA Flag EM Flag F Financial Class Document Flag Update Flag RWU Multiplier Anesthesia Base Units 0 RWU 00 Co Pay Inventory UB Rev Code Taxable FDA Download FDA Common E Post Op Period 0 Patient Resp Range 2 40 Payment Codes Active From Active Thru 43 58 Writeoff Codes NDC Code Unit Count Unit Price Unit Figure 3 7 Void Reimbursements Credit Card Procedure Code MicroMD PM Contiguration Manual 10 0 3 35 eSERVICES MedicScan MicroMD PM MedicScan is a medical scanning solution for the scanning and saving of medical insurance and identification information and images Available in Version 9 0 or higher Key Code Required Key codes are generated by MicroMD Accounting when an order is placed To enter a key code in
48. IAGNOSTIC LABRATORY 06 RADIATION THERAPY 07 ANESTHESIA 08 SURGICAL ASSISTANCE 09 OTHER MEDICAL SERVICE 10 BLOOD CHARGES 12 DME PURCHASE 14 RENAL SUPPLIES IN HOME ah ba ae Rows 13 MicroMD PM Contiguration Manual 10 0 1 23 Steo 12 Set Up Practice Preferences Procedure Details Billing Preferences Tab 14 Click the Billing Preferences tab The Billing Preferences tab contains some of the various default values for patient insurance billing Practice Preferences O O Modifier Patient Place of General Type of Billing Additional HIPAA Message Service Preferences Service Preferences Modules Categories M Posting Maintenance Default Posting Cursor POS Default Provider TOS Default Location RVU Multiplier Default Service Facility Charge Slip Bill Flag Bill Statement C Bill Stmt C None Cutoff Days 180 Auto Message Iv Split Charges By Prov M Budget Amounts Iw Diagnosis Pointer All V Pend ChgsLnNotes Finance Charges Iw Auto Specialty PopUp Track Co Pay V Finance Charge Code Claim Billing Print in Plan Order v Remove Claim If Fully Paid Prompt Show Patient Payment Show Diagnosis on Receipt Provider Service Code A Show Federal ID on Receiptly Payee Type 01 Show Prov On Stmt E Address Code 01 Pat Full Name On Stmt mv Print Zero Fee Charges M Aging Buckets Based On Aging Date Y On Claim Forms Encounter Rate Posting M 15
49. ICAL Woe Practice Provider Location Practice Provider Provider Provider Insurance ID Network ID t Location CLIA No Location Code Taxonomy Code CMS Location 1234 Multi Specialty _y OHIO STATEMMIDI_v 5678 Multi Specialty _y PENNSYLYANIA vf 3456 Mutti Specialty _y PENNSYLYANIA vf 9012 Multi Specialty _y OHIO STATEVIDI_y 4 Click the New icon on the Task Pane to associate a location with this practice 5 From the drop down list select the Location for this We recommend assigning a location to a practice practice even if there is only one physical location associated with the practice 6 Add the Ca Noit different for each location The other fields are not essential at this time 7 Repeat steps 4 through 6 for each additional location 8 Click the Save icon on the Task Pane STOP Once you have associated the location s with your practice s remember to go back to Setup gt Practice Preferences gt General Preferences tab and set your default Location ID EXERCISE FOR MICROSYS MEDICAL Add the location IDs that you created in Step 15 to this practice Leave the CLIA No and Location Code columns blank MicroMD PM Configuration Manual 10 0 1 37 Step 17 Aad Individual Provider IDS STEP 17 ADD INDIVIDUAL PROVIDER IDS Once you assign locations to the practices you must add individual provider numbers Procedure Details 1 Select Maint gt Practice from the main m
50. In order to use certain eServices with MicroMD PM several security measures need to be in place These security measures are the responsibility of the client and should be performed by your IT vendor Your IT vendor will be able to assist you with these items For further assistance in configuring SSL please see Chapter 79 of the MicroMD Installation Manual or follow the steps in the section below A registered domain name Each practice using specific eServices those requiring SSL from Henry Schein Medical Systems will need to have a registered domain name For example www MyPracticeName com where MyPracticeName is the name of the practice A static IP address In most cases this will be an upgrade from a dynamic IP address 3 16 MicroMD PM Configuration Manual 10 0 Contiguring Add ons An SSL Certificate In order to ensure secure transactions an SSL Secure Socket Layer certificate must be in place This prevents any loss or sharing of private data from possible cyber criminals and assures a smooth transaction MicroMD SSL Web Services Setup The following instructions are straight from the MicroMD Installation Manual Use this to set up the MicroMD SSL Web services Requirements In order to use any of the MicroMD SSL Web Services the following requirements must be met Static IP Address Purchase a Domain Name associated with Static IP Address Purchase an SSL Certificate registered to Domain Name
51. M eBackUp is an online backup solution that eliminates the risks of tape or CD backup and secures the safety of your sensitive data Available in Version 7 7 or greater or Version 6 5 build date 7 2 12 or greater Key Code Support Users requiring support should contact Additional Configuration Instructions Depending on which version of MicroMD PM you are using you will find a specified set of instructions below 3 6 MicroMD PM Configuration Manual 10 0 Contiguring Add ons eStatements MicroMD PM eStatements allows patients to receive statements from providers via email through the Client Patient Portal Available in Version 8 1 6 or greater Key Code A key code is generated in the MicroMD Office Package when the order is placed See the instructions below for the proper location of the key code Support Users requiring support should contact Henry Schein MicroMD at HSMS support henryschein com Additional Configuration Instructions Depending on which version of MicroMD PM you are using you will find a specitied set of instructions below This document contains specifications for registering a practice and configuring the system for use with MicroMD eStatements and online portals NOTE HSMS personnel receive a welcome email from Moneris upon completion of a sale This email includes data used to complete the Additional Modules setup in the system After the accounting department has created an order for eStat
52. M Flag E Financial Class Document Flag UpdateFlag M RVU Multiplier Anesthesia Base Units 0 RVU 0 00 Co Pay Inventory UB Rev Code y Taxable PDADownboad PDA Common Post Op Period 0 Patient Resp B Range 2 40 Payment Codes Active From Active Thru 43 98 Writeoff Codes NDC Code Unit Count Unit Price uit v 3 Enter all applicable information 4 Click the Save icon You will address the other tabs on this window later EXERCISE FOR MICROSYS MEDICAL Add the following payment and write off codes to the Microsys Medical database PAYMENT CODE WRITE OFF CODE Code 3 Code 43 Description Payment Medicare Description W O Medicare POS PO Payment Other POS W1 Write off should default to this should default to this TOS Il Insurance TOS Il Insurance should default to this should default to this MicroMD PM Contiguration Manual 10 0 1 9 Step 6 Add Diagnosis Codes STEP 6 ADD DIAGNOSIS CODES The next step is adding the diagnosis codes STOP FOR MULTI PRACTICE SINGLE DATABASE If you want to specify a specific practice for a code you MUST do so when creating the diagnosis code You WILL NOT be able to edit this field Make the appropriate selection from the Practice drop down list Only the most frequently used diagnosis codes need to be entered at this point Users can enter the rest of the codes later Procedure Details 1 Select Maint gt Diagnosis from the main The Diag
53. OK The CD 9 Procedure Code Load window is now available 11 Click the CD 9 Categories bar in the left o smecedurecodetced 200 hand frame Desc CHOLERA CHOLERA DUE TO VIBRIO CHOLERAE CHOLERA DUE VIBRIO CHOLERAE EL TOR UNSPECIFIED CHOLERA TYPHOID AND PARATYPHOID FEVERS TYPHOID FEVER PARATYPHOID FEVER A PARATYPHOID FEVER B PROCEDURE CODE CATEGORIES HCPCS CATEGORIES The Categories section on the left side lists the categories of codes The Source section upper lists the codes to select The argetsection lower has the codes selected to import 12 Select the desired category of ICD 9 codes When choosing different categories the Source section shows by clicking on the icon for that category only ICD 9 codes in that category The checkboxes next to each category allow you to select multiple categories for input at one time 13 Drag and drop or use the Add Selected If you do not want a code in the argersection just unselect icon to move data from the Source the item by clicking on the check mark next to the item to window to the 7argetwindow remove it 14 Repeat steps 12 and 13 for each additional category of ICD 9 and HCPCS codes 15 Click the Import icon to import the data in the target window 16 Click the Procedure Code Categories or STOP When switching between categories you must first HCPCS Categories bar in the Categories import the current data You will lose the data i
54. OTE For more information on creating pre collection letters please refer to the Pre Collection Letters section of Chapter 17 The Collection Module in the MicroMD PM Reference Manual Transworld can handle account based collections AND sequence based collections If your practice will be doing any sequence based collections follow these important steps below 3 30 MicroMD PM Configuration Manual 10 0 Contiguring Add ons Next configure MicroMD PM for sequence based collections Procedure Details 1 Goto Aux gt Collection gt Setup and select the Collection tab 2 Set the Practice ID if using multiple practice databases 3 Set the Based On radio button to Sequence 4 Set the Collections Category Account and Collection Category Sequence 5 Set the Collection Notes Category 6 Set the Default Collection Agency to Transworld 7 Set the Collection Min Sequence Due The Collection Setup window will open Anesthesia b Batch Basket Capitation gt Collection Collection Agency Connected Suite b Collection Payment Posting Data Exports b Collection Process Account Data Imports gt Collection Process Sequence MicroMD ARS b Pre Collection Process MicroMD CHC b Reports b MicroMD DMS Setup a MicroMD Rx ooo Referral Tracking Report Third Party Statements
55. Once the Save button is clicked you will be prompted to enter the Pane when finished Add On Key Code 6 Enter the Add On Key code then The first set of digits anywhere from 2 5 digits long represent the click the OK button practice and the second set of digits generally longer than four digits and alphanumeric as well are for the add on module A key code is required to complete this function Please call Henry Schein Medical Systems Inc to NOTE An archive folder must be created for Transworld in the database path on the server After the files are sent to Transworld they will move to this archive folder automatically in case you need to access them at a later date After Transworld has been added to the modules the Client Number and Accelerator Number provided by Transworld must be recorded Procedure Details 1 Select Setup gt Practice Preferences from the main menu This opens the Practice Preferences window 2 Inthe Practice Preferences window select the Additional Modules tab and highlight the Transworld record N mee Fatient Place of General Type of Billing Additional FAA Message Service Preferences Service Preferences Modules ategories 3 28 MicroMD PM Configuration Manual 10 0 Configuring Add ons Procedure Details 3 Click the Setup button in the Task Pane Enter the client Number in the Client Number field then enter the Accelerator Number in the Accele
56. REEMENT IF YOU DO NOT ACCEPT THE TERMS OF THIS AGREEMENT DO NOT INSTALL COPY OR USE THE SOFTWARE CSSH Inc dong business ac Card Scanning Solutions a Caihomia comoraton ICSSN or Licensor and 3 36 MicroMD PM Configuration Manual 10 0 Configuring Add ons Procedure Details 3 Select the installation directory or leave it as f ESI wea i Destination L tion the default recommended Click Next ete Setup val metal CSSN SOK Verson 1004 16 18 ir the following folder To metal into a different folder click Browse and select armother fodder Tou can choose mol to install CSSN SDE Version 10 04 16 18 by clicking Cancel to est Setup Destination Folder C Program Fies Cad Scanning Soluborne SDE Browse ine Installation Wiad 4 Select the components you would like to install Click Next fe Onver License ID amp Passports Business Cand Disk Space Required 99506 k Disk Space Remamirg 10704669 k RES CSSN SDK Version 10 04 16 18 5 Select the Installation type Express Install is recommended Click Next Please select the install type you want to use Express install yall install all the filet that the SOK needs mclide all regions Tae Te option bo ich regions you wank to une and ho sawe dick C Custom Instal space by not installing other Expeess Install MicroMD PM Contiguration Manual 10 0 5 57 eSERVICES Procedure Details 6 Select the dev
57. Server Windows 2008 c lusersouserprotile meaica Workstations all Windows versions c lProgram Files HS MicroMD PM Client The program automatically sets most of the information contained in this file however some information must be set up manually NOTE Refer to the MicroMD PM Software Installation Manualtor more detailed instructions on modifying the medical ini MicroMD PM Contiguration Manual 10 0 MORE USES OF THE EB INI FILE APPENDIX B FUNCTIONALITY OF THE FILE The eb nifile is can control the following Renaming the Claim File Deleting the Old Report Files Printing Report Files Deleting Old Remit Files Specifying Remit Files to Rename Opening a Webpage to Send Claims or Receive Remittance Setting Values for Archive Setting Some Values in the Creation of the Claim File NOTE Unless otherwise specified all of the items and arguments are OPTIONAL If no information is present in the eb ini then MicroMD PM will continue to act as it normally does Renaming the Claim File All commands must end with a semicolon The only valid commands for the claim keyname are renamefile filename zipfile filename renameti e attributes This command renames the claim file that MicroMD PM creates to a specific name If no path is specified it will default to the path in the HyperACCESS section of the e0 n Example renamefile testfile txt Zipfile attributes T
58. TIPLE PROCS REDUCED SERVICES Medical Encounter Dental Encounter Mental Health Encounter Physical Therapy Encounter Vision Services Encounter Rows 11 Modifier Tab 2 Click the New icon on the Task Pane This tab allows you to enter the modifiers required for the practice when posting charges 3 Enter the Modifierand the Modifier The maximum field length for the Modifier code is two Description characters The maximum field length for the Modifier Description is 30 characters EXERCISE FOR MICROSYS MEDICAL Add the following modifiers 50 Bilateral Procedures 51 Multiple Procedures 52 Reduced Services 1 20 MicroMD PM Contiguration Manual 10 0 MicroMD PM Setup Procedure Details Patient Message Tab 4 Itis not essential to update the Patient ra SE Message tab a t th i S ti m e un a S S th e pra Cti C e Modifier Message Service Preferences Service Preferences Modules Categories ID a Message Description From wants to print bills and or statements THIS IS YOUR MONTHLY STATEMENT THANK YOU FOR YOUR PROMPT YOUR ACCOUNT IS NOVY 30 DAYS PAST DUE PLEASE PAY AMOUNT DUE IMMEDIATELY TO KEEP YOUR ACCOUNT IN GOOD STANDING YOUR ACCOUNT IS NOW MORE THAN 60 DAY S PAST DUE IF PAYMENT IS NOT RECIEVED WITHIN 10 DAYS OF THIS NOTICE YOU WILL BE SENT TO COLLECTIONS PLEASE DISREGARD THIS NOTICE IF PAYMENT HAS ALREADY BEEN SENT THANK Rows 10 The Patient Message tab contains p
59. actice the drop down list if different from the rendering provider Only providers whose Biling Provider checkbox on the Provider Deta window is checked appear in this list For multiple providers with different federal tax IDs enter the individual provider s in the Federal Dtield This helps keep their billing separate When posting the system defaults to the billing providers assigned to each rendering provider in this window Users can change the defaults when entering charges Users have many reports available based on rendering or billing provider Users can also choose a charge slip trom the Charge Slip drop down list to use for all of this provider s appointments The choice made here overrides any other setting in MicroMD PM for the appointment or patient Choosing Devau tuses the slip associated with the appointment class Only complete Practice Information Provider Override fields if different from the practice 3 Click the New icon on the Task Pane for each You will complete the other tabs on this window in additional provider later steps 4 Click the Save icon after adding all providers to The system prompts for a security key code which you this practice can obtain from Henry Schein Medical Systems Inc 5 Enter the key code and click OK You have successfully created a practice with providers MicroMD PM Contiguration Manual 10 0 1 5 Step 4 Add Procedure Codes EXERCISE FOR MICROSYS MEDICAL Associ
60. alue specified in the HyperACCESS section above to delete the proper files If another path is used for reports such as c ltemp you must specify the value for the path MCSC1 report_delete c temp m zip c temp m c temp bcl zip c temp bcl Wildcards may be used to delete multiple reports at the same time Extreme caution must be taken when using these because all files that meet the criteria will be deleted and unrecoverable Example 2 BSIN sends reports back named aa 7o and map The represents a string that follows the name and can be anything the carrier sends back For example aa 07227402 Make sure that there will be no conflicts in the directory used to store the report files so that nothing inadvertently gets deleted BSIN1 report_delete c hawin32 aal c hawin32 rp c hawin32 map NOTE It is highly recommended that the whole path and filename be explicitly stated when using wildcards to delete reports D4 MicroMD PM Configuration Manual 10 0 MicroMD PM Contiguration Manual 10 0 Printing Report Files How to specify the number of reports that are retrieved trom the carrier The report_number keyname tells MicroMD PM how many reports to handle It takes a number as an argument and is not followed by a semicolon The number can be any number that is required for the carrier report_number 2 All report X where X is a number keynames must have values that are followed by a semicolon
61. ased on these codes These codes also make it easier when posting charges The codes created here will be used later when configuring the system and entering insurance plans We recommend that you create payment and write off codes for the major insurance companies The database comes preloaded with the following permanent codes Code Description Code Description 1 PAYMENT CASH 101 ADJ REDUCE PAYMENT 41 ADJ REDUCE CHARGE 102 ADJ INCREASE CHARGE 42 ADJ INCREASE PAYMENT 103 REFUND 99 BALANCE FORWARD CREDIT 104 ADJ TO WRITE OFF 100 ADJ TO REFUND 105 BALANCE FORWARD DEBIT Codes 2 through 40 are reserved for payments and 43 through 98 are reserved for write offs We recommend that the payment and write off codes be created in a consistent manner Use the following formulas when assigning numbers to payment and write off codes Payment n for example the code for PAYMENT MEDICARE is 3 Write off n 40 for example the code tor W O MEDICARE is 43 NOTE Payment and write off codes can be created outside of this range if necessary Sometimes a practice may need to create more than 40 payment and write off codes Payment and write off codes can be any number other than the system assigned codes but make sure to select the correct POS and TOS for the codes so the codes work properly Users can search for codes using the payment and write off fields throughout the system If practices have developed consistent codes those searches are e
62. ate the providers you created in Step 1 with the practice you started in Step 2 Be sure you are in the correct practice Select Misc gt Set Practice trom the main menu Choose Microsys Medica trom the Practice Listwindow Or press the F9 key to toggle through practices STEP 4 ADD PROCEDURE CODES Now we must add procedure codes to the database Only the most frequently used procedure codes need to be added at this time Users can add other codes later STOP FOR MULTI PRACTICE SINGLE DATABASE If you want to specify a specific practice for a code you MUST do so when creating the procedure code You WILL NOT be able to edit this field later Make the appropriate selection from the Practice drop down list Procedure Details 1 Select Maint gt Procedure from the The Procedure List window opens main menu 2 Click the New icon on the Task Pane to The Procedure Detai window opens create a new code i Code Qualifier Standard Charge Description Medicare Charge Practice ID Estimated Cost i Cox odie Oo Modifiers Ca Modifier2 C_v Modifiers C_v Coverage Class CLIA Flag 7 EMFlag a Financial Class Document Flag Update Flag v RVU Multiplier Anesthesia 7 Base Units 0 RVU 0 00 Co Pay Inventory E PDACommon Range 2 40 Payment Codes 7 UBRevCode y Taxable 7 PDA Download Post Op Period 0 Patient Resp E Active From Active Thru 43 98 Writeoff Codes NDC Code Unit Count Unit Price ut v
63. atient dunning messages that print on the bottom of bills and statements The user has the option to create up to 10 messages and can change the value of From column The 7ocolumn updates automatically based on the From column EXERCISE FOR MICROSYS MEDICAL Create the following patient messages to print on the client s bills statements From 0 to 30 days From 31 9999 days ID 0 De 1 Your insurance has made payment and the Your account is now past due Please submit balance due is now patient responsibility payment before your account is turned over to collections MicroMD PM Contiguration Manual 10 0 1 21 Step 12 Set Up Practice Preferences Procedure Details Place of Service Tab 5 Click the Place of Service tab L Practice Preferences Wok Modifier Patient Place of General Type of Billing Additional HIPAA Message Service Preferences Service Preferences Modules Categories POS Description a Admission Date Service Facility i E07 ae a a aN Ree PATIENT HOME ASSISTED LIVING INPATIENT HOSPITAL OUTPATIENT HOSPITAL EMERGENCY ROOM HOSPITAL AMBULATORY SURGERY CTR SKILLED NURSING FAC NURSING HOME COMP OUTPATIENT REHAB INDEPENDENT LAB lelelelelelelelelelele mmama Taaa The Place of Service tab contains a list of POS codes where the provider can perform services This list is specific to a practice and MicroMD PM pulls this list from the System POS tab on the System
64. ation MicroMD PM EMR 3 41 MULTIPLE PRACTICES etrtincecdsawericasncersvineasncronsertwentee EE EEEE EEEE 4 1 Multiple Practices with a Single Database c cccccccsccsecsecsscsssssecsececseccsessessesescsessesseseesssesaeseesaeseasees 4 1 U E one ener ee ener teen cent nee ken Ten eet an een a Me ree Ten et eee or eet ren eee oe eee eer eee 4 1 U NE E E A E A S E A A EN 4 1 PE OTA OSS a A E E E E E E E E E E E E E E E E 4 1 proced re CodeS seose e SEE EE EAR E TOES ER EEE RAE EEE 4 1 COPT EA sees EE E E E E E E EE A AEA A 4 2 GOTE e E E EE AE 4 2 Multiple Practices with Multiple Databases cccccscsscsccsecsscsssssccsecsessessesssecsesesseesseseessescsesaeseessessaeees 4 3 MEDE AL MIM Ness ext cv ee tane atau en wtnenasesaceussenestsatuscecscereneniaseunewtetensechiteute niescenesteteuenseasntestcinaecuictes 1 MORE USES OF THE EB INI FILE aissvssedeveviesoiataneralasansdonedavetehacumsdonetovatalalucedisoiatetnlainestavetaraias 1 Pona C e e E E E E E E E 1 POW MIEN TE FeO TANG sat acer sceenc ee E E E E E E E E 1 Deleting the Old Report Files ce ccesstetecineionsslontctatlonilyetestonss tonsa gnietonssianuclte niseluont onelolaciattlgouesiresleotcionaekeatelgossioorsientcears 4 PIANC tS NU EIO see sed ti aie cried cies cei indeed ou eter au ed vied E 5 Bye eva ayo OGR M FE e te tome tone E ttre ere er ee ee reenter te ere eee nee eT ee 7 SCI MONG re CMU sr ES Os R E a A E E E E E E E E E E A E 8 Opening a Webpag
65. b 3 Click the Form Type tab The Form Type tab lists the various form types for processing both electronic and paper claims 1 16 MicroMD PM Contiguration Manual 10 0 MicroMD PM Setup Procedure 4 Click the New icon on the Task Pane to add a new Form Type 5 Manually enter an identifier in the 7yoe column a maximum of two characters 6 Select an available Description trom the drop down list or type a new one 7 Click the Save icon on the Task Pane Titles Tab 8 It is not essential to update the Titles tab at this time Form Type POS Tab 9 It is not essential to update the Form Type POS tab at this time Details _ Miscellaneous Preferences Form Title Form Type Search Recall Type Pog Argument Reason a Description None ICMS 1500 Universal 1500 v Anthem Blue Cross EB PA Medical Assistance CMS 1500 Universal 1500 Revised OH Medicare OH Welfare Form ODHS 6780 OH Medicaid ENS OH Medicare EB Envoy OH Anthem OH Medicaid PA Medicare EB Rows 14 Refer to Chapter 2 FB Setup tor more detailed electronic billing setup information If the Description was selected trom the drop down list it has predefined form options The predefined form options appear on the Form Options tab Double check these options for your needs and save them If the Description was typed the user must specify the form options The Form Options tab is available when the user sele
66. cedure codes use the following procedure Details Procedure 1 Add the Code Load program to the Additional Modules tab of the Practice Preferences window 2 Insert the WicroMD Installation and Tools disc into drive 3 Click Extras 4 Click Code Load 5 Click Ok in the Copyrights window 6 Select the proper version of MicroMD PM in the Version field 7 Select the correct database for Code Load and click Accept 8 Click the Machine Data Source tab Refer to the MicroMD PM Software Installation Manualtor further instructions on adding optional applications The graphical front end runs automatically Code Load launches automatically A database selection window opens The Se ect Data Source dialog opens Select Data Source EES File Data Source Machine Data Source dBASE Files User dE aze Files Word User Excel Files User FoxPro Files Word User i System User System Syshern Cc rake rn Description 4 Machine Data Source is specific to this machine and cannot be shared User data sources are specific to a user on this machine System data sources can be used by all users on this machine or by a system wide service Cancel Help MicroMD PM Configuration Manual 10 0 Multiple Practices Procedure Details 9 Select the appropriate Data Source Name The DSN is the alias for the database connection This is DSN typically medical 10 Click
67. ck once to open the program 7 Click the Cancel button on the Connection Wizard then click the Close button in the Tip of the Day 8 Select Help gt About then enter the serial number STEP 3 CLAIMS PROCESSING SETUP The next step in setting up electronic billing is to set up the claims processing information STOP The FB Setup Specs document is usetul to set up the values on the FB Setup window Access these documents trom the web at www micromd com Procedure Details 1 Select Claims gt Claims The Claims Processing Electronic Billing window opens Processing EB fromthe main y menu ae Claim Type Claim Status ie he Il F Primary Print Date Type Posting Date Secondary M Hold Posting Filed DOS From 01 01 1900 To 12 31 2050 E Tertiary E Processed Bill Prv E ALL pPan insClass ALL C P No Seq Patient Name Date Bill Prw mk ID Plan Payor Status 2 Select the appropriate form type from the drop down list 3 Click the EB Setup icon The Flectronic Billing Setup window opens V Electronic Billing Setup X Common ansi NSF Hyperaccesse Form Type 10 OH Anthem ANOH Value Contact Claim Indicator F Medical Batch By Plan E Claim File Type ANSI 4010x09841 Submission SeqNo Batch By Location Submission Type ASYOS6 Submitter Type QSB Batch By Provider Submission Number 000000007 Line Item limit Batch By Ins Class Group Control 7 Batch Type O
68. con on the Task Pane to create These locations represent the physical locations where locations associated with the practice the practice provides services such as different offices for a practice NOTE MicroMD PM considers hospitals nursing homes etc as service facilities and not locations We strongly recommend that practices enter at least one location into the system 3 Enter the Location Description 4 Repeat steps 2 and 3 for each location if necessary 5 Click the Save icon on the Task Pane The system assigns an ID number to the location EXERCISE FOR MICROSYS MEDICAL Create the following Location IDs Boardman Canfield Procedure Details RVU Multiplier Tab 6 Itis not essential to make any changes to the The RVU Multiplier tab allows the user to define RVU RVU Multiplier tab at this time Relative Value Unit multipliers and assign them a multiplier value The multiplier works in conjunction with the RVU to help MicroMD PM Contiguration Manual 10 0 1 33 Steo 15 Set Uo System Preferences Procedure Details practices determine fees for their services Each procedure in the system can be assigned an RVU multiplier from the list detined in this tab MicroMD PM can run the Provider Work Productivity Report based on these values System Preferences Tab 7 Click on the System Preferences tab wn N Looaion Fi Bleferences E E m Billing Claims Maintenance
69. cts a Form Type or creates a new one This tab lists all the courtesy titles used in the program The use of these titles is optional This tab is available when the user selects a form type on the Form Type tab The Form Type POS tab contains the user defined listing of the standard place of service POS codes and the required POS codes for a given form type as specitied by certain insurance Carriers For example an insurance carrier may require 03 in the POS field for inpatient hospital services in place of the standard POS of 21 The system replaces the standard value with this conversion code when printing the claim or batching claims for electronic billing MicroMD PM Contiguration Manual 10 0 LAF Step 10 Add Employers optional Procedure Details Form Type TOS Tab 10 It is not essential to update the Form Type This tab is available when the user selects a form type on the TOS tab at this time Form Type tab The Form Type TOS tab contains the user detined listing of the standard type of service TOS codes and the required TOS codes as specified by certain insurance carriers For example an insurance carrier may require 60 in the TOS field for medical services in place of the standard TOS code of 01 The system replaces the standard value with this conversion code at the time of printing the claim or batching claims for electronic billing Form Options Tab 11 Select a form ty
70. done and why it needs to be done at each step STOP The setup for electronic billing must be done on the machine with the modem HyperACCESS must also be installed on this computer Refer to the MicroMD PM User s Reference Manua tor a more detailed explanation of how to complete each step or for more information on the various fields involved STEP 1 SET UP FORM TYPES The first step in setting up electronic billing is to set up form types Refer to Chapter 1 Follow the instructions for the Form Type tab and the Form Options tab Electronic Billing specifications Be sure to review the electronic billing specifications tor Clearinghouses and Patient Statements These specification documents are located in The Lounge at http www micromd net index php board 62 0 STEP 2 CONNECTION SETUP HyperACCESS Setup STOP HyperACCESS is used only for some locations with ExpressBill services Verity if these steps are necessary You must create an icon within HyperACCESS for each electronic billing type the practice will process electronically Use the following procedure to set up HyperACCESS STOP Find these values in the EB Setup Specs document for the carrier This document is available on the reseller web site at www micromd com Be sure to login to the private site MicroMD PM Contiguration Manual 10 0 2 1 Step 2 Connection Setup Procedure Details 1 Open HyperACCESS by selecting Start gt Programs gt Hy
71. e computer network and MicroMD PM have been set up and installed as indicated in the MicroMD PM Software Installation Manual LOG IN TO MICROMD PM Procedure Details 1 Double click the McroMD PM folder on the For legacy systems the folder name could be Microsys desktop Computing Inc 2 Once the folder opens double click the The MicroMD PM Login window opens MicroMD PM icon to start MicroMD PM orang MicrgD Practice Management System ECE 2 20 2013 PT 2009 American Medical Association All rights reserved Fee schedules relative value units conversion factors and or related components are not assigned by the AMA are not p mmending their use The AMA does not directly or indirectly practice medicine or A assumes no liability for data contained or not contained herein PT is a registered trademark of the American Medical Association e 3 Type user as the Username These are defaults for the supervisor We strongly recommend that practices change these later 4 Type 123 as the Password 5 Click OK to proceed We have divided the following sections into steps to complete for the initial setup of MicroMD PM This includes entering data into the system that builds the maintenance tables and setting up the general system settings MicroMD PM Configuration Manual 10 0 1 1 Steo 1 Add Provider s STEP 1 ADD PROVIDER S You must add providers to the system before you can complete
72. e to Send Claims or Receive Remittance cccccesecscsesscsscsessesssessessessesssessessessseseseseas 9 setina Values TOF APCIIVE sussen 10 Setting Some Values in the Creation of the Claim File cece cccccsecsecsecsecsecececsecsessessessessessessessesstssesaeeaees 11 SAINTE EEEIEE PENE PE EEEE PEELA E A ETE 12 CODE LORD wigarntsia ineine ier EE ESEA e aR 1 Uae ako e A e E E E E E E E T T 1 Boe EO AC TCO N E E E EE EE E E EEE E 3 HELPFUL TOOLS opiiccaeucaanwevesiosatnecurnceusanesraudaswc orneuacuasmayes tute souceudssedeaueescutionsasieasinetesee ncusesen 1 Running SQL Scripts Against a MicroMD PM Database ccccccscscscssecsecsscsssssecsessessesssecsesessesssessesesaees 1 External Application Access to Database cuscascssaccssudsnsdeveanaccesndsnetsdazsncgetedjncdatesseesatedpneds tethacdauedgnddaaddenieacdert 2 PAN SVR OO re EEE E E E E E 3 Creating Custom Menus Icons in MicroMD PM ccccsesssessssssssessneesseessnseseessnsesseeseusesseessueesnsssneesenesaaes 4 PASSING Parie OES eia n E A E D PeO ARETE AO oea A E E E E E EE 6 2 MicroMD PM Contiguration Manual 10 0 PREFACE ABOUT THE MANUAL This manual is designed for resellers of MicroMD PM software and for Henry Schein Medical Systems training personnel as a guide through the initial setup of MicroMD PM You can follow along with this manual and train yourself in setting up a practice called Microsys Medical Sample data for you to use for this practice appears w
73. eT ala p MICROMD PM SOFTWARE CONFIGURATION 74 HENRY SCHEIN MicrgVID TABLE OF CONTENTS POG Wie CMAN E EE E EE E E EE E E EE E E E EA now Tie Manuals GAIN Z CC sses aA Understanding Typographical CONVENTIONS cxccssxseuiccrsseecsstiasetecnsatecdeucateiecsastnedeerstieesactncdeesatetastcaeee RE ES CO FIN tas aarnc nausea rvapuecsascerunaesnaran muasee mnupitasaaeonsepanienren apis aacpunneaoe maaeannasasssmetenee Text You Type Using the Keyboard cccccscssccccsscsecssccsececsecsescsesessescsecsesescseseeseeseeeseesesessatsaessessaesaeseesenss Keys rou Press and BUtOns YOU CICK escasa a Dialog Box Application Window Titles and Field Names svcssicssisedessivedovedsedssndsandaiwieendesseareniondomtondeiuadn li Notes sl anil ae ism olsyarc gels EEA O eeeane nee ntne saree eas eee tenn eee sete one en Se ee een i MICROMD PM SETUP suteininonuctindetecenamecnsssaieanonestiageteueuanonuds cavedeancisess eeaguitoweineedaiassatvenceses 1 1 HMONG OT E E E aceasta E A are nese E gray ature E E 1 1 LOT OTOA TAI e E E 1 1 DEO Te a A E E E E E EE EE E E tan aaeds 1 2 step 22 Add the Praciicels sssini sanina aasa EANNAN SADNA EASRA N aE iE RE EAEE ales i aa aaia 1 3 steno Add ihe Provide tothe PrE n EES E E S 1 5 Step 4 Add Proced re Codes cnsornasicrirssaneictsaninesesinnsanaitonatousiaiyeuniaita aana aa S Aa Eaa EN a a ANa E A GNAN NEE a E a 1 6 Step 5 Create the Payment and Write off CodeS s ssssssnessensrsurers
74. ements you must complete the following steps e Add the ESstatement additional modules in MicroMD PM e Revise the eb ini file for proper transfer of e statements e Enroll the practice in the MicroMD eStatement Client Enrollment Portal and create a test file e Add users to the MicroMD eStatement View Portal STOP Before continuing with eStatements please take a moment to review the prerequisites section below Several items must be in place before using these additional features of MicroMD PM Prerequisites In order to use certain eServices with MicroMD PM several security measures need to be in place These security measures are the responsibility of the client and should be pertormed by your IT vendor Your IT vendor will be able to assist you with these items For further assistance in configuring SSL please see Chapter 79 of the MicroMD Installation Manual A registered domain name Each practice using specific eServices those requiring SSL trom Henry Schein Medical Systems will need to have a registered domain name For example www MyPracticeName com where MyPracticeName is the name of the practice A static IP address In most cases this will be an upgrade from a dynamic IP address An SSL Certificate In order to ensure secure transactions an SSL Secure Socket Layer certificate must be in place This prevents any loss or sharing of private data from possible cyber criminals and assures a smooth transac
75. ences Modules Categories Alerts amp Sort Orders Reset Document D Category Description Biling Appt Checkin Patients Type Document Name 168 Notice of Privacy Practices No No No E None 169 Special Handling No No No E None 170 Personal Representatives No No No E None 171 Confidential Communications No No No Bi None 172 Include In Marketing No No No j None 173 Exclude From Fund Raising No No No Hl None Rows 6 19 Set all system wide HIPAA alerts for this practice 20 Click the Save icon on the Task Pane STEP 13 ESTABLISH SECURITY SETTINGS Using the Identity and Access Management Module you create users and permissions for the practice s staff members The practice can also customize their security settings to meet their needs Procedure Details 1 Select Setup gt Identity and Access Management This opens the Users and Groups window This gt Users and Groups from the main menu window contains a listing of all usernames and passwords for MicroMD PM Only those with supervisor or equivalent security levels have access to this module Available security levels Supervisor unlimited access Equivalent access equal to supervisor with exception that equivalents cannot access the Identity and Access Management Module User limited access determined by supervisor MicroMD PM Contiguration Manual 10 0 25 Steo 12 Set Up Practice Preferences Procedure Details 2 Click the New
76. enu The Practice Deta window opens 2 Click the Provider tab Practice Provider Provider Provider i Provider i Insurance ID Network ID Insurance ID Credentials Rendering Provider a Rendering Prov 2 DAVIDSON WILLIAM x 1 KUMAR AJIT Billing Provider 2 DAVIDSON WILLIAM Me SS E charge sip inactive T m Practice Information Provider Override Name Address Phone Pay To Name Pay To Address Pay To Phone Fax Federal Id Practice NPI 3 Highlight the appropriate provider This action enables the Provider Network ID and Provider Insurance ID tabs 4 Click the Provider Insurance ID tab L Practice Detail MICROSYS MEDICAL Provider KUMAR AJIT Hog Practice Provider Provider Provider Practice Provider acanna ID NetworkID insurance ID Credentials Location ID Insurance Class Prov Insurance ID B Qual A Qual NPI _y MEDICARE OHIO 341559999 1C Ilc _y ANTHEM 7412345678912 18 vi 1B _y MEDICAID _x P13456789 1D i10 _y JAETNA PPO x 2222222 les vi _y JUNISON _ 4567898 G2 G2 This tab allows the user to enter provider IDs assigned by the various insurance plans for printing on the claim form Users must make an entry on this tab when an insurance plan assigns the provider an ID In order for this provider ID to print on the claim form the Insurance Class on this tab must match the Insurance Class on the Plan Detai window for the
77. er chosen by the client Enter a 4 or 5 digit alphanumeric code that MicroMD PM Contiguration Manual 10 0 3 33 eSERVICES Procedure Details 11 In the Accepted Credit Cards section place a check in the checkbox next to each type of card the practice will accept In the Standard CC Payment drop down select the payment code the practice has set up for credit card payments or create a new code if desired Inthe Standard CC Reimbursement drop down select the payment code the practice has set up for credit card reimbursements or create a new code if desired Click the Finish button when the set up has been completed Procedure codes for credit card payments will be known only to management and supervisors If American Express is accepted the practice must intorm Moneris There are additional setup steps on the Moneris side tor American Express Two transaction posting procedure codes will need to be created in order to accept credit card payments The first is the Credit Card Copay as shown below Make sure the Co Pay checkbox is checked 19 Qualifier HC H COPAY PAYMENT CREDIT CARD Description Practice ID Coverage Class None Financial Class RYU Multiplier RWU UB Rev Code Post Op Period Active From NDC Code Taxable Patient Resp Active Thru Unit Count a E E Standard Charge Medicare Charge Estimated Cost Modifiert Modifiers Modifiers Modifier4 CL
78. esponsible Party If patient is responsible please put SAME on Last Name line Last Name SAME First Address City Home Phone _ MicroMD PM Contiguration Manual 10 0 1 49 Step 19 Aad Patients and Associate Plans Patient Registration Page 2 Section III Emergency Contact Info Last Name Martin First Paul Ml R Address 521 Spearman Avenue City Boardman State OH Zip 44512 Home Phone _ 330 747 9857 Relationship Spouse Section IV Insurance Information Primary Name of Insured Paul R Martin DOB 07 25 1941 Relationship to Patient Spouse Insured Address 5801 Cross Street City Youngstown State OH Zip 44510 Insurance Company United Health Care Group 5656 Policy 295808987 Ins Co Phone Ins Co Address PO Box 2158 City Pittsburgh State PA_ Zip 15230 _ Name of Employer _General Motors Work Phone __ Address of Employer State Zip Secondary Name of Insured Self Relationship to Patient Insured Address State Zip Insurance Company Palmetto GBA Medicare MSP Type Code Other Liability Insurance_ Policy __ 307941020A Ins Co Phone Ins Co Address PO Box 57 City Columbus State OH Zip 43217 Name of Employer Work Phone __ Address of Employer State 1 50 MicroMD PM Configuration Manual 10 0 EB SETUP CHAPTER 2 This section describes the steps to be taken to set up electronic billing in MicroMD PM The descriptions are an overview of what needs to be
79. etails 6 You now can paste or type the SQL script into b This loads the list of canned SQL scripts the text box at the top left of the DB SQ Execution Utility window ue STOP You may have to edit variables within the script a Choose a canned SQL script from the list before executing in text box at the top right of the DB SQ Execution Utility window b Click the Load button at the top of the DB SQL Execution Utilitywindow You may need to browse to the location of the canned SQL c Highlight the SQL script you want to run c This pastes the script from the file into the text box on the left 7 Click the Execute button This runs the SQL on the MicroMD PM database The Results section of the window displays the changes made in the database if applicable EXTERNAL APPLICATION ACCESS TO DATABASE When using external applications such as Crystal Reports or other third party applications that require access to the database you must create user names and passwords for each of them NOTE Contact Henry Schein Medical Systems Inc to obtain a key code for this function Procedure Details 1 Login to MicroMD PM with the user name micromd 2 Select Utility gt Database Utilities gt SQL Utility The DB SQL Execution Utility window opens from the main menu DZ MicroMD PM Contiguration Manual 10 0 MicroMD PM Contiguration Manual 10 0 Procedure Details 3 Click the DB User button The Acti
80. fficient and helpful For instance if every payment code starts with Pay searches for pay return all of the payment codes Also if all write off codes start with W O searches for w o return all of the write off codes MicroMD PM comes loaded with the codes 10 PMT MISC and 50 W O MISC These two codes will probably be set as the default payment and write off codes for the system Payment and write off codes do not need to be created for every insurance plan in the system most likely only the major insurance plans will have payment and write off codes created for them Payment codes can also be created for co pays at this time When creating the code in the Procedure Detai window check the Co Pay box to indicate this code is a co pay code These codes allow reporting based on co pay amounts They also allow the day sheet to list co pays separately 1 8 MicroMD PM Contiguration Manual 10 0 MicroMD PM Setup To create payment and write off codes follow this procedure Procedure Details 1 Select Maint gt Procedure from the main The Procedure L st window opens menu 2 Click the New icon on the Task Pane The Procedure Detai window opens a eee Procedure i Code Qualifier Standard Charge 0 00 Description Medicare Charge 0 00 Practice ID Estimated Cost 0 00 Pos Do Modifiers Oo modifies Cz TOS DO Modifie z modifies z Coverage Class None x cuafig 7 E
81. g support should contact Henry Schein MicroMD at HSMS support henryschein com Configuration Instructions The first step in the set up process is configuring the payment and write off ignore codes NOTE There are two separate ignore codes to configure the Payment ignore code and the Write Off ignore code The process for updating each code is nearly identical 3 26 MicroMD PM Configuration Manual 10 0 Contiguring Add ons Configuring the payment and write off ignore codes Procedure 1 Select Maint gt Procedure from the main menu This opens the Procedure List window 2 Click the New button in the Task Pane This will open the Procedure Detai window 3 Inthe Code field enter a valid unused code 4 inthe Description field enter a description for this code 5 In the POS and TOS drop down menus select the appropriate options for each 6 Create the Transworld ADJ Code 7 AUX gt Collections gt Collection Agency gt New enter details and save STOP This is required for sequence based collections 8 Click the Save button in the Task Pane when finished The next step is adding Transworld to the Additional Modules by following the steps below Procedure Details 1 Select Setup gt Practice Preferences from the main menu This opens the Practice Preferences window Practice 2 Inthe Practice Preferences window select the Additional Modules tab Modifier
82. g wildcards because all files that meet the criteria will be copied to the remit path specitied in remittance setup This could include files that are not really remit tiles NOTE We highly recommended that you explicitly state the whole path and filename when using wildcards to rename remit files Do not use the remit path to store temporary files This could cause unrecoverable deletion of the files that the client needs to post into MicroMD PM D8 MicroMD PM Contiguration Manual 10 0 MicroMD PM Contiguration Manual 10 0 Opening a Webpage to Send Claims or Receive Remittance MicroMD PM allows more control of where the claims are being sent Generally HyperACCESS will be opened and begin to dial a BBS to send claims to With ANSI more carriers allow claims to be sent via website also known as a URL Uniform Resource Locator This feature allows offices with an internet connection to open the webpage used to send the claims Two items must be completed for this feature to work Set the ed in haw and ahaw keyname values to INTERNET Example The Consult clearinghouse has a website www 4eqp com to which you can submit claims CONS1 haw INTERNET ahaw INTERNET Set the ed n url keyname in the appropriate section to the website to be used Example CONS1 URL http www 4ecp com The optional keyname in the e0 n MSG allows a custom message to be displayed to the user This message may be used to inform them of
83. h specified in the e0 n will be used The default value for MicroMD PM is 30 days if the days keyname does not exist in the eb ini f you enter a value of zero 0 then files will remain in the archive for an indefinite period of time Files stored in the archive include claim files and any reports downloaded trom the carrier Example 1 ARCHIVE path l Server Name MicroMD archive days 30 These instructions keep files for 30 days in the directory listed using the path keyname Example 2 ARCHIVE path Server Name MicroMD archive days 0 These instructions keep files indefinitely and place all files in a subdirectory called ARCH VE in the path specified in the HyperACCESS section of the eb ini NOTE The only known limitation to keeping files indefinitely is the amount of space used on the storage device D 10 MicroMD PM Configuration Manual 10 0 MicroMD PM Contiguration Manual 10 0 Setting Some Values in the Creation of the Claim File The ANSI claim file can be modified slightly using the e0 n The following keynames are the only ones that can be set for each carrier The element component and segment keynames can all be used within a single entry element Cone One nE segment Z2ZO010aaref_ This value specifies the element separator to be used in creating the claim file Example BSCA has contacted the client and indicated that they do not want the default element separator MicroMD PM u
84. he eb ini file section This stmt txt file must be included in the Attachment section of the MicroMD eStatement Client Enrollment Portal Set Up a Patient in the MicroMD eStatement Client Enrollment Portal Enrolling a patient to use the Patient Portal for receiving statements via email can be done in the Demographics section of the Patient Detail window of MicroMD PM You can follow these steps on your own however MicroMD Support will walk you through the procedure when eStatements is being set up 3 14 MicroMD PM Configuration Manual 10 0 Contiguring Add ons Home 330 753 3032 Marital Status Work Social Sec 03 51 2412 Alternate DOE 10 5 1948 65 Cell Referring Dr 2 ANDERSON MILAN Category PCP Provider 1 BOU DOUMIT ANTOIN s Employer ID Location MAIN al Medical Alert Remarks Demographics E mail Creation Date 07 29 2013 MicroMD Modified Patent ROI Date Confidential DemandForce Education Level Highest Grade Completed Figure 3 5 eStatement Opt in Section In order to enroll a patient to receive eStatements via email they need to opt in and provide their email address shown above If the patient is also being set up for ePayments the practice needs to gather the patient s date of birth Social Security number and zip code in order for the patient to make payments online Sending eStatement files It is not necessary to send a stmt txt file electronically to complete the practice registration But w
85. hen the practice is completely registered and ready to send production files electronically users only need to click the Send File icon on the Task Pane once the stmt txt Tile has been created The system displays a Success dialog box if it is sent correctly trom the MicroMD PM software NOTE The Success message means that the file has been sent to the HSMS Aggregator It does not mean the file has been received by RevSpring That may take up to two days Verification and Completion After you add the test file and Attachments to the eStatement Client Enrollment Portal click Next or click the Verification link on the menu on the left side of the screen Review the saved information for the practice and click the Finish button to complete the enrollment NOTE A confirmation email will be sent when the enrollment is complete If no confirmation email is received the enrollment is still pending The email will most likely be sent from HSMS An approval form will be sent to MicroMD trom RevSpring MicroMD sends the form to the client for completion and the client sends it back to us to return to RevSpring Also included trom the client is one initialed test statement The enrollment of eStatements is now complete MicroMD PM Contiguration Manual 10 0 3 15 ESERVICES ePayments MicroMD PM eStatements allows patients to receive statements from providers via email through the Client Patient Portal Available in Version 8 1 6 or g
86. his command zips the claim file using PKZip compression If the renametile command is used it will zip the renamed file otherwise it will zip the file that MicroMD PM creates If no path is specified it will default to the path in the HyperACCESS section of the e0 Example zipfile testfile zip MicroMD PM Contiguration Manual 10 0 Multiple Practices Some carriers require a naming convention that uses a sequential counter the Julian date or some form of a date time stamp Any of these statements can be used when renaming or zipping a file These can be added to the filename using the following methods To add a sequential counter to the filename Add a keyname in the eb ni called count and indicate the starting number MDFL1 COUNT 123 Inside the claim keyname you must place a bracketed COUNT statement specifically stating the format of the number to be used claim zipfile c hawin32 claim COUNT zip This will create a file called caim7 23 zip It will then increment the counter by one and write it back to the e0 n Tor the next transmission In this example once the number 999 is reached it will roll the counter back to 1 A Julian date is the number of days since January 1 of any given year January 1 would be a Julian day of 1 December 31 of a non leap year would be 365 To add a Julian date to your claim file Inside the claim keyname you must place a bracketed Julian sta
87. iaa Enrollment link at the top of the page Micrg D Customer Service Portal Welcome to the Henry Schein Customer Service Portal Logged in as site administrator User Administration User Options Change Password 2 Click New Enrollment ZAHENRY SCHEIN D Micr Vl Customer Service Portal New Enrollment Continue Pending Enrollment 3 Enter the practice key located in the Office ZAHENRY SCHEIN D Package for the client then click the Submit button Micrg Customer Service Portal Practice Key 5 Click the Henry Schein Rep link on the menu Mies D located on the left side of the screen The HSMS ICr team member you select on this screen will aa ve p Customer Service Portal receive confirmation emails once test files are E a sent NOTE This will most likely be a standard HSMS email address items marked with are required in order to process your request Save MicroMD PM Contiguration Manual 10 0 3 11 eSERVICES Procedure Details 6 Complete the practice information form This information will appear on patient statements NOTE If you need to gather more information and complete the form later remember to click the Save button at the bottom of the screen 7 Click the Next button 8 Enter the type of statement in the Product Type drop down and add any notes in the Soecia Requests or Notes field 9 Click the Next button to open the Attachments screen Adding A
88. ical plans Then you can create a WORK COMP plan set to include the plan s used for the worker s comp cases for this patient WUHK COMP Pun poe Plan SetNene WORK COMP por a Description WORKER S COMP WORK COMP Pian ID Name OHIO BUREAU WORKERS COMP Pin Type ess FOBO 182aS2 Pokey 458794561 Group No COLUMBUS OH 43218 2392 0 00 Policy Details Co Po Effective From 31 2006 To Asan i Assign Benefits V Release Code Sigrahae Code Ins Type Code SOF a Relation iswed SMITH ANTHONY Policyholder 6 Enter the P an D for this patient s plan You can also use this field to search for the plan 7 Complete all necessary information for this carrier 8 Click the Save icon on the Task Pane and exit out of the window 9 Repeat steps 2 through 8 for each Once the patients have been added to the system the basic additional patient setup is complete If the practice wants to send claims electronically proceed to Chapter 2 FB Setup tor instruction on setting up electronic billing EXERCISE FOR MICROSYS MEDICAL Add the patients on the following pages to the Microsys Medical database 1 42 MicroMD PM Contiguration Manual 10 0 MicroMD PM Setup Patient Registration Microsys Medical 790 Boardman Canfield Road Youngstown OH 44511 Section I Patient Information Date Last Name Smith First Anthony MI J Address 424 Main Street City Youngstown State OH Zip 44514 Home Phone
89. ice drivers for the hardware you wish to install If you are using a device not listed in the scanner list and it is a TWAIN device select the TWAIN Scanner option Click Next 7 Wait as the software is installed 8 Click Finish to complete the installation of the SDK 9 Connect the Scanner Device to your computer If you have installed the correct drivers for it during the installation step 6 you will see the device listed in Device Manager under USB or Imaging Device once the device is connected Iw don t have Acthration Key Sacen s hell 00A 5 4 Copping file C FRED71 CSS AppO atalLocal T emp C_2010_Redistibutable_Setup EXE M Current File PECL EL ELLE CL ELELLEELELEEEEELEL T All Files Tiie Remaning 0 minutes 26 seconds cachet a E CSSN SDK Version 10 04 16 18 NOTE The device should be connected to the back side of the computer Sometimes when the scanner is connected with a USB hub or to the front side of the computer it doesn t get enough power for scanning 3 38 MicroMD PM Configuration Manual 10 0 Contiguring Add ons Calibrating the Scanner After the Installation of the SDK is complete you will want to log into your MicroMD PM and calibrate the scanner Procedure Details 1 From the Plan Set tab of the patient chose the plan in the Plan Dtield then place the cursor in the Po icytield 2 Click the Scanner icon
90. ick the Next button at the Welcome to the Web Server Certificate Wizard starting screen This wizard helps you create and administer server certificates used in secure Web communications between your server and a client Status of your Web Server Tour Web Server doesn t have a certificate installed and you don t have any pending requests Certificate Wizard will help you to create a new certificate for this Web Server or attach to an existing certificate To continue click Mert 16 Select the Assign an existing f i Server Certificate radio button then cl ick These are the methods for assigning a certificate to a Web site ext Select the method you want to use for this web site Create a new certificate Import a certificate from a Key Manager backup file Import a certificate from a pt file C Copy or Move a certificate from a remote server site to this site lt Back Cancel 3 20 MicroMD PM Configuration Manual 10 0 Contiguring Add ons Procedure Details 17 Select the correct certificate from in aan x vailable Certificates T a H mportec b y W i The certificates you can use for your Web server are listed below g ICrO epservices Installer wv Click Next Select a certificate f Server uthentic lt Back Next gt Cancel NOTE The Issued To and Issued By entries will be unique to your install IS71DEV will not be in this list 18 Validate
91. icular client For example the following is the entry for Practice Insight for the first practice in the system PRIN1 haw PRIN haw As mentioned previously if the HyperACCESS section on the F ectronic Billing Setup window is complete MicroMD PM updates the eb nifile with the information from these fields If those fields are left blank MicroMD PM updates the HyperACCESS section trom the e0 n when users send claims electronically for the first time If this information is not entered in either the e0 n Tile or MicroMD PM the user is prompted by HyperACCESS tor information when sending claims electronically for the first time to that carrier The information entered here will automatically update the ed n Tile MicroMD PM Contiguration Manual 10 0 29 CONFIGURING ADD ONS CHAPTER 3 MicroMD works with many different software vendors and partners to bring you the most effective tools to run your practice Since these tools work in conjunction with the MicroMD EMR and PM products there may be some set up required tor each add on In this section we will cover all of the add ons for MicroMD complete with pertinent information on key coding set up instructions and guidance on acquiring support for each one ESERVICES The following are all eServices that work with MicroMD PM AutoRemind MicroMD PM AutoRemind is an automatic reminder service that allows a practice to deliver appointment and other types of reminders via ph
92. iguration Manual 10 0 MicroMD PM Setup Procedure Details 9 Set all defaults for the practice 10 Click the Save icon on the Task Pane Type of Service Tab 11 Click the Type of Service tab 12 Click the New icon on the Task Pane and select the appropriate codes trom the drop down list 13 Click the Save icon on the Task Pane Most important at this time are Release Code Indicates the level of authorization for the release of patient information Signature Code Indicates the source of the patient or subscriber authorization signatures and how the provider stores that signature You cannot set the following items at this time Location ID Patient Category The Required Patient Columns section controls the fields that the user MUST complete or they cannot save the patient entry STOP Once you have created your location s you MUST return and set your location default The Type of Service tab contains a list of TOS codes of the services the provider performs This list is specific to a practice and MicroMD PM pulls this list trom the System TOS tab on the System Preferences window Practice Preferences T Patient Message General Type of Preferences Service Additional Modules HIPAA Categories Place of Service Billing Modifier Preferences TOS Description 01 MEDICAL CARE 02 SURGERY 03 CONSULTATION 04 DIAGNOSTIC X RAY 05 D
93. il PRUD AARP fo Plan Cap PreCert Procs Provider CrossCode Plan Sched Procs Procs ae Allowed Credentials Messages a eee ID 2 Group No Source of Payment Plan Name PRUD AARP Phone 800 523 5800 Address PO BOX 13999 Alternate Phone Other Phone PHILADELPHIA PA 19187 0216 Fax PreCert Contact PreCert Phone Family Deductible 0 00 Individual Deductible 0 00 CoPay 0 00 Family Max Yearly 0 00 Individual Max Yearly 0 00 Referral M Year Type Calendar Fiscal Deduct Type Individual Family Batch M Year Start ooo 0000 Max Type Individual Family Dental E Form Type 1 Rev HCFA 1500 0805 y Assign Benefits Prim M HMP PPO mv Payment Code 10 PAYMENT COMMERCIAL _ Responsibility Sec Capitation E Wiriteoff Code 50 VWi0 COMMERCIAL vy Compute Vyriteoft Assignment v Adjust To Vriteoff Code Generate Sec Claim v Change Resp M Insurance Class MISCELLANEOUS INSURANC_ Update Allowed Amts MV of Days 30 Insurance Category MISCELLANEOUS INSURANC Yf Lab Lab Name Service Facility 1 WESTVIEW REGIONAL HOSPI Contact Remarks 3 Enter all appropriate information about the STOP You must choose the correct Form Type Payment new plan Code Writeoff Code Insurance Class and Insurance Category The Form Type ensures that the chosen form type is filled out correctly with the regulations of the insurance plan based on the form options set for that type Setting the Payment Code and Writeoff Code helps the user t
94. ind this quite effective If the practice has a practice level NPI you can enter it now Please refer to the main MicroMD PM User s Reference Manua under NPI for more details 4 Continue with Step 3 Add the Provider s to the Practice EXERCISE FOR MICROSYS MEDICAL Create the following practice in your database Microsys Medical 790 Boardman Canfield Rd Boardman OH 44512 Phone 330 758 8832 Fax 330 758 0182 Clia 1D2589785 Type of Practice Medical Surgery Key Code 2323 ASBHB7Z 1 4 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup STEP 3 ADD THE PROVIDER S TO THE PRACTICE Now you must add the provider s to the practice You cannot create a practice until you create providers in the system Each practice must have at least one provider associated with it Procedure Details 1 Select the Provider tab in the Practice Detail Practice Provider Location Practice Provider Provider Provider WI n d OW Insurance ID NetworkID Insurance ID Credentials Rendering Provider a Rendering Prov 2 DAVIDSON WILLIAM z 1 KUMAR AJIT Billing Provider 2 DAVIDSON WILLIAM ne 2 DAVIDSON WILLIAM Charge Slip inactive T Practice Information Provider Override Name Address Phone Pay To Name Pay To Address Pay To Phone Fax Federal Id Practice NPI 2 Use the Provider drop down list to associate The user has the option to select a Billing Providertrom providers with this pr
95. ing the report to a Client Server Network For Reports by Request MicroMD Data Services will create and provide the final report Tile to be saved to the client designated location where they would like to access the report Saving the report to MicroMD Cloud Based For internal MicroMD Data Services staff needing to save the file to the MicroMD Cloud Based network Data Services will need to open a HELP DESK ticket that includes the Practice OP ID and Name and request that that report and viewer be published for the client 3 44 MicroMD PM Configuration Manual 10 0 Contiguring Add ons Installing the MicroMD Custom Reports Viewer on End User Desktops Once a the approved user names and passwords have been established for the client in the MicroMD Custom Reports Viewer Admin coordinate time to install the MicroMD Custom Reports Viewer on end user desktops Installing the viewer on only authorized end user desktops will control access to custom reports Once the viewer is installed the client may be trained on how to access and manage their custom reports Provide clients with the MicroMD Custom Reports Reports Viewer User Manual MicroMD PM EMR MicroMD PM Contiguration Manual 10 0 3 45 MULTIPLE PRACTICES CHAPTER 4 Although Chapter 1 mentions multiple practices this chapter focuses on information specific to multiple practice systems There are two options with multiple practices multiple practices with a single database or
96. ion Manual 10 0 2 5 Step 2 Connection Setup Procedure 3 Leave the default destination folder as is and click the Next button 4 Leave the default Program Folder and Click Next 5 Uncheck both Launch WS_FTP Pro and View Release Notes Click the Finish button 6 To add the serial number obtained from Accounting go to Start gt Programs gt Ipswitch WS_FTP Professional gt Ipswitch Details Ipswitch WS_FTP Professional 2007 1 Choose Destination Location Select folder where setup will install files Setup will install Ipswitch WS_FTP Professional 2007 1 in the following folder cy To install to this folder click Next To install to a different folder click Browse and select another folder IPSWITCH Professional Destination Folder cream Files ipswitch wS_FTP Professional IPSWITCH InstallShield Ipswitch WS_FTP Professional 2007 1 Select Program Folder Select the location where setup is to create new shortcuts Setup will add program shortcuts to the Program Folder listed below You may type a new folder name or select one from the Existing Folders list Click Next to continue IPSWITCH Professional Microsoft Office Tools SOL Anywhere 9 Startup Sybase SQL Anywhere 5 0 Sybase SOL Anywhere 8 IPSWITCH a TN ree InstallShield lFawitex 2 6 MicroMD PM Configuration Manual 10 0 EB Setup Procedure Details WS_FTP Professional 2007 then cli
97. ithin the step in Chapter 1 MicroMD PM Setup The purpose of this manual is to explain the basic procedures needed to complete the initial set up of the program beginning after the installation of MicroMD PM These instructions prepare the system for overall office production STOP Before beginning the procedures contained in this manual verity that the computer network and MicroMD PM have been set up and installed as indicated in the WcroMD PM Software Installation Manual This configuration manual does not include installation procedures for MicroMD PM or networking and hardware setup How This Manual is Organized This manual is written on the assumption that the reader already knows how to use the program It lists each task involved in the initial setup in a simple step by step format In other words this manual describes what needs to be done and why it needs to be done The MicroMD PM User s Reference Manua describes in depth how to use it UNDERSTANDING TYPOGRAPHICAL CONVENTIONS Before using this manual it is important to understand the typographical conventions used to identify and describe information Cross References Cross references to chapters sections page numbers headings etc are shown in an talic typeface e g Refer to Understanding Typographical Conventions on page i Text You Type Using the Keyboard Text that you type using the keyboard is shown in a Courier typeface e g Type Anthony Smith in the Va
98. ivate the menu items Experienced users can edit the registry appropriately Do not attempt this if unfamiliar with this editor HKEY_CURRENT_USER Software MICROMD Menu Program1 can be 1 up to 8 MenuText This string value displays in the MicroMD PM menu MenuExecutionString This string value holds the executable and any parameters CustomLink1 can be 1 up to 16 MenuText This string value displays in the MicroMD PM menu MenuExecutionString This string value holds the executable and any parameters WebSite1 can be 1 up to 8 MenuText This string value displays in the MicroMD PM menu MenuURL This string value holds the URL ay Registry Editor wiew Favorites Help Data lab Default value not set lab menuexecutionstring micromd_ Fghe exe fdsn den i d ab menubext FOH ab Programe ee _ PANTONE ML Policies ivi lt D My Computer HEEY CURRENT USER SoftwarelMICROMD Menu Programz rl D 6 MicroMD PM Contiguration Manual 10 0 V4HENRY SCHEIN MicrgVID Henry Schein MicroMD 760 Boardman Cantield Road Boardman OH 44512 micromd com 330 730 9032
99. l acknowledgement All three reports arrive zipped and must be renamed to z o bc zio and 997 zip before being unzipped to m bc and 997 In this example a different path will be used to print the reports mcohl report cele re me 719 Cc Ceng my bClL zip Cr temp beL 09 Zip cr cemp INN report_number 3 reportl printfile8 c temp m report2 printfile8 c temp bcl report3 printfile8 c temp 997 Wildcards may be used to print multiple reports that have similar names all at the same time Example 2 BSIN sends reports back named aa so and map none of which are zipped The represents a string that follows the name and can be anything the carrier sends back For example aa 07221402 BSIN1 report_delete c hawin32 aal c hawin32 rp c hawin32 map report_number 3 reportl printfilel0 c hawin32 aal report2 printfilel0 c hawin32 rp report3 printfilel0 c hawin32 map NOTE We highly recommended that you explicitly state the whole path and filename when using wildcards to print reports If you do not include a report_number keyname the default action of MicroMD PM will be taken Make sure that all reports are deleted otherwise a conflict could result when retrieving renaming or unzipping files takes place D 6 MicroMD PM Contiguration Manual 10 0 MicroMD PM Contiguration Manual 10 0 Deleting Old Remit Files All commands within the remit_delete keyname must end with a se
100. lasses tab contains a listing of all the charge classes The purpose of a charge class is to have the ability to assign different fees to the same procedure accommodating the various practices within the system For instance if a system contains two practices ABC Family Practice and XYZ Physicians Group who charge different prices for the same procedure the user could create charge classes for each indicating different fees The user needs to make sure to assign a charge class to each practice and then assign the desired fee to that charge class on the Charges tab of the Procedure Detail window System Classes Categories Patient Not Task Category Category Category Patient Category Description a Flash Appt Flash Billing No Appt BESA AE v v p BAD DEBT BUDGET COLLECTIONS COURTESY DECEASED PT DRUG amp ALCOHOL HMOMANAGED CARE INTERMEDIATE PT MEDICARE PT MENTAL HEALTH MISCELLANEOUS PATIENT CATEGORY NEA PT NO APPT NOT TO BE SEEN PLANNED VISITS Rows 22 TT TVET TIT TTT 1a TITTI TTT TTI ITA TAT T TT TTT 1d tt 1 The Patient Category tab contains a listing of all the various patient categories established in the system These categories can be used to group patients for reporting purposes The Flash checkboxes allow you to flash the category in the Appointment and Billing windows A check in the Vo Appt box prevents users from creating an appointment for a patient ass
101. lid format is used no date will appear in the file Example claim claim DATEwrong zip will return Caim zip To adda time stamp to your file Inside the claim keyname you must place a bracketed TIME statement specifically stating the format of the time to be used claim zipfile claim TIMEhhmm zip This will create a file called claim 1447 zio it batched at 2 47 PM You can use the following formats for hours minutes and seconds Hours always in military time hh will always give you a two digit hour e g 09 or 15 n will give you a one or two digit hour e g 9 or 15 Minutes mm will always give you a two digit minute e g 07 or 45 m will give you a one or two digit minute e g 7 or 45 Seconds ss will always give you a two digit second e g 01 or 59 s will give you a one or two digit second e g 1 or 59 Any combination of the above values can be used together For example A carrier requires a two digit sequential counter a three digit Julian date the month day and year as well as the hour and minute a file was created as the filename sent to them the following value could be made count 24 claim renamefile COUNT _ JULIAN _ DATEmmddyy _ TIMEhhmm CLM This will create a claim file called 24_00 _010109_1452 CLM it it was created on January 1 2009 at 2 52 PM Notice that the underscores outside of the brackets are included in the filename Example and Explanation
102. ltiple databases practices do not share information MicroMD PM stores the information for each practice in a separate virtual database With multiple databases users cannot perform global searches or copy patients trom one practice to another All the common codes such as the diagnosis employer explosion plan procedure referring doctor service facility and zip codes that practices can share within the same database are no longer accessible across multiple databases Practices that do not have much common data such as a general family practice and an anesthesiology practice may find this option more beneficial Extremely large practices with multiple providers and a large patient count may also find it beneficial to use multiple databases Multiple databases benefit those offices using remote connectivity where security may be of extreme concern We recommend multiple databases for offices using ASP remote connectivity MicroMD PM Contiguration Manual 10 0 4 3 MEDICAL INI APPENDIX A The medical in tile contains basic MicroMD PM set up information The location of the medical initile varies depending on the version of Windows and whether the computer is a server or a workstation The following is a list of the locations of the meaica in tile where Yuserprofile is the login name of the user Type of Install Windows version Location of medical ini Server Windows 2003 cldocuments and settings ouserprofile lmeaica
103. metield Keys You Press and Buttons You Click Keys that you press on the keyboard and buttons icons that you click with the mouse are shown in a bold sans serif typeface e g Press Enter e g Click OK to continue MicroMD PM Configuration Manual 10 0 Chapter 1 Pretace Dialog Box Application Window Titles and Field Names The titles of dialog boxes and application windows are shown in fa ics Field names and selections made trom drop down menus etc are also shown in talics e g The Print Preview dialog box appears e g Select Commercial Insurance trom the drop down list Notes Warnings Tips and See Also Notes tips warnings and see also references are provided throughout the manual These provide additional information that is important for you to Know about the topic NOTE A note is an important piece of information f you prevent a disaster STOP You should definitely read the information in a warning It could help l TIP A tip table helps you with some interesting information about different ways to use the program i MicroMD PM Configuration Manual 10 0 MICROMD PM SETUP CHAPTER 1 INTRODUCTION This section describes the steps to be taken to set up MicroMD PM after installing the program The descriptions are an overview of what needs to be done and why it needs to be done at each step STOP Before beginning the procedures contained in this manual ensure th
104. micolon This keyname contains a list of files to be deleted before the remittance files are renamed or unzipped If no path is specified it will default to the path in the HyperACCESS section of the e0 n Examples and explanation MCSC sends zipped remittance files named 835 that are renamed to 8 amp 25 z p These remits are then unzipped to mt The remit files and the zip file must be deleted HYPERACCESS path c hawin32 MCSCREM remit_delete 835 zip rmt Since no path was specified it will use the path specified in the HyperACCESS section above to delete the proper files If another path is used for remits such as c Itemp you must specify that path Wildcards may be used to delete multiple remits at the same time MECL remit_delete c temp 835 zip c temp rmt STOP Extreme caution must be taken when using wildcards because all files that meet the criteria will be deleted and unrecoverable NOTE We highly recommended that you explicitly state the whole path and filename when using wildcards to delete reports The remit files to be posted trom the remit path are not deleted with this command Only files that have been downloaded and copied to the remit path previously are the files that should be deleted Do not use the remit path to store temporary files because this could cause unrecoverable deletion of the files that the client needs to post into MicroMD PM MicroMD PM Contiguration Manual
105. ms marked with are required in order to process your request Previous Next Cancel Figure 3 3 Attachment Section of the eStatement Client Enrollment Portal Procedure Details 1 Click the Attachments link in the navigation pane in the upper left corner 2 Click the Browse button and locate the item you wish to attach 2 Once you have located the item you wish to attach click the Attach button that corresponds to the file you are attaching Test File PAF MUC or Logo 3 Once the proper Attach button has been clicked the name of the attachment will appear in the Attached column to the right 5 Click the Next button to advance to the next section of the enrollment or click the Save button to save your changes first The Attachments window opens as shown above Attach Test File OR Attach PAF op Attach MUC OR Attach Logo Attached hs_logo png NOTE The test file will follow the format of dd_xxxx txt where dd is the current date and XXxx is the four digit practice key code MicroMD PM Contiguration Manual 10 0 3 13 eSERVICES Creating Test Files You must attach a test eStatement file to complete the practice registration Creating an eStatements is no different from compiling normal statements from the Billing Options window in MicroMD PM select Billing gt Statements Bills from the main menu Billing Options Last Statement Date 04 23 2013 fog x Posting
106. n the nsured Info section of the Plan Sets tab Users can run a report of employers in the system The Plans tab lists the insurance plans this employer carries 3 Enter all appropriate information for this employer and the plans associated with this employer 4 Click the Save icon on the Task Pane 5 Repeat steps 2 through 4 for each additional employer MicroMD PM Contiguration Manual 10 0 1 15 Step 10 Add Employers optional EXERCISE FOR MICROSYS MEDICAL Add the following employer to the system Henry Schein Medical Systems Inc 760 Boardman Cantield Rd Boardman OH 44512 Contact Carrie Phone 330 758 8832 Fax 330 758 0182 STEP 11 SET UP MISCELLANEOUS PREFERENCES The next step is to set up the Miscellaneous Preferences including users and form types Procedure Details 1 Select Setup gt Miscellaneous Preferences The Miscellaneous Preferences window opens from the ane 5 Miscellaneous Preferences m o Degree Form Tie FormTupe FormType For Search Recall Type PGS TOS Options Argument Reason ID Degree Description a aenooia om wii iw Degree Tab 2 It is not essential to make any changes to The Degree tab lists all the medical degrees available the Degree tab at this time throughout the system Several degrees already exist in the system by default but the user can make any necessary additions The degree fields are not required throughout the system Form Type Ta
107. n the target section of the window window if it is not imported When choosing different categories the Source section shows only codes in that category The checkboxes next to each category allow you to select multiple categories for input at one time D2 MicroMD PM Contiguration Manual 10 0 MicroMD PM Contiguration Manual 10 0 Procedure Details 17 Select the desired category of codes by clicking on the icon for that category 18 Drag and drop or use the Add Selected If you do not want a code in the argersection just unselect icon to move data from the Sourcesection the item by clicking on the check mark next to the item to to the arget section remove it 19 Repeat steps 17 and 18 for each additional category of codes 20 Click the Import icon to import the data in Loading the codes is now complete the target window CODE LOAD ICONS Add Selected Remove Selected Select All Deselect All Import Bee e E al Erase Target EJ Clear Fees N New Codes Inactive Codes E All Codes gt Description Adds the selected codes in the Source section to the arget section Removes the unselected codes from the arget section Selects all the items in the Source section Unselects all the items in the Source section Imports all the selected data in the 7argetsection into MicroMD PM Erases all data in the arget section Clears all selected fees and RVUs in the argersection
108. nosis List window opens menu 2 Click the New icon on the Task Pane to The Diagnosis Detail window opens create a new code Y Diagnosis Detail 005 9 POISONING FOOD fm Diagnosis CrossCode Messages Code 005 9 Type 0 Description POISONINGFOOD Class DIGESTIVE SYSTEM iad Practice ALL Se Active From 06 01 2003 PDA Download M Active Thru PDA Common f NOTE f the client has purchased the Code Load optional program it imports diagnosis and procedure codes into MicroMD PM automatically Refer to Appendix C for more information 3 Enter the appropriate information for this The ypetield allows the practice to have multiple new code descriptions for the same code 4 Click the Save icon on the Task Pane 5 Repeat steps 2 through 4 for each additional code 1 10 MicroMD PM Contiguration Manual 10 0 MicroMD PM Setup EXERCISE FOR MICROSYS MEDICAL Add the following diagnosis codes to the system 401 9 Hypertension 413 9 Angina stable 466 0 Bronchitis acute 535 00 Gastritis acute 714 0 Arthritis rheumatoid 845 00 Sprain ankle 923 20 Contusion hand STEP 7 ADD INSURANCE PLANS It is now time to add insurance plans Procedure Details 1 Select Maint gt Plan from the main menu The Plan Listwindow opens The Pan Listis common to all practices in the current database 2 Click the New icon on the Task Pane The Plan Detai window opens Plan Deta
109. not essential to make any changes to the Task This tab lists the categories for items in Task Category tab at this time Management Insurance Category Tab 32 Click the Insurance Category tab L System Classes Categories Joe Insurance Category Description BLUES COMP HMO Johnson Clinic Won MEDICARE MISCELLANEOUS INSURANCE CATEGORY PPO non H PREIMERE WELF ARE The Insurance Category tab lists the insurance categories created by the system used to group insurance plans together that might not be in the same insurance class MicroMD PM uses these categories for reporting The Miscellaneous category already exists in the system 33 Click the New icon on the Task Pane 34 Enter the nsurance Category 35 Repeat steps 33 and 34 for each category 36 Click the Save icon The system assigns an ID number to the category EXERCISE FOR MICROSYS MEDICAL Create the following Insurance Category HMO L32 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup STEP 15 SET UP SYSTEM PREFERENCES Once the system classes have been created the next step is to set up the system preferences Procedure Details 1 Select Setup gt System Preferences from the main The System Preferences window opens menu o_o L i RYU stel egistration Quic System System Sales ere lies E en Passes pee on eee ID Location Description 0 24 CANFIELD 12 POLAND Location Tab 2 Click the New i
110. ntains a list of the CMS approved type of service the System TOS tab at this time codes The user can add to this list if needed MicroMD PM uses this list to modify the TOS list for a specific practice found in the Practice Preferences window Sales Tax Tab 20 It is not essential to make any changes to This tab lists the rate of sales tax To use sales tax the user the Sales Tax tab at this time must first create a procedure charge code for the tax for example the code Tax Each location can have its own sales tax Each sales tax can have effective dates If the tax applies to a specific procedure code be sure to check the 7axab e checkbox on the procedure s detail window to post the tax automatically Departments Tab 21 It is not essential to make any changes to This tab allows practices to create and maintain a list of the Departments tab at this time department descriptions for reporting purposes only You can associate departments to a provider on the provider s detail window 1 36 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup STEP 16 ADD THE LOCATION S TO THE PRACTICE S After creating the location s in the system you must associate those locations with a specific practice Procedure Details 1 Select Maint gt Practice from the main menu The Practice List appears 2 Double click the practice The Practice Deta window opens 3 Select the Location tab L Practice Detail MICROSYS MED
111. o skip pre collection be sure to check the Collection Without Letter checkbox 8 Set the defaults 9 Click the Save icon on the Task Pane Registration Text Tab 1 34 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup Procedure Details 10 Click the Registration Text tab L System Preferences ME j RYU System Registration Quick System System Sales seoan Mult Preferences Tezt Text POS TOS Tax aeons request that payment of authorized benefits be made either to me or on my behalf to the above provider for services furnished for me by that physician authorize release to the indicated insurance carrier any medical information about me needed to determine these payments for related services DATE SIGNATURE This tab contains the optional registration text that patients sign when filling out all the new patient paperwork This text appears at the bottom of the patient registration form which users can print from the Patient Detai window 11 Change default text as necessary The text displayed in the figure is the default text The user can change this text if necessary 12 Click the Save icon on the Task Pane Quick Text Tab 13 Click the Quick Text tab L System Preferences mmx RYU Registration Quick System System Sales Text Tos Tax A System Mult Preferences Text POS Departments Keyword Message ALZ ALZHEIMERS APPT CONSISTENTLY CANCELS APPOINTMENTS CAP
112. ociated with the 1 30 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup Procedure Details category EXERCISE FOR MICROSYS MEDICAL Create the following Patient Category Courtesy Patient Procedure Details Notes Category Tab 25 Click the Notes Category tab 26 27 28 29 30 Click the New icon on the Task Pane to create a new note category Enter a Notes Category Description Select the Secure checkbox to make any note with this category editable by only the supervisor and the user who created the note Repeat steps 26 through 28 for each category Click the Save icon on the Task Pane G System Classes Categories m mx Notes Task Category Category Category ategor Notes Category Description a Secure go TIN IC T m E H t E VTI TTT Ty COLLECTION INSURANCE MISC MISC NOTES NOTE CATEGORY TEST PATIENT CALLS PHONE PRE COLLECTION PRESCRIPTION RECORD SPECIAL DRUGS O Rowst20 i yiyi This tab contains a listing of all the note categories established in the system The system automatically creates the Miscellaneous Notes Category These note categories help tag any patient notes The system assigns an ID number to the category EXERCISE FOR MICROSYS MEDICAL Create the following Note Category Collection MicroMD PM Configuration Manual 10 0 1 31 Step 12 Set Up Practice Preferences Procedure Details Task Category Tab 31 Itis
113. ode You WILL NOT be able to edit this field later Make the appropriate selection from the Practice drop down list or select AZ for all practices Procedure Codes Users can enter procedure codes for use by all practices or by a specific practice Users can create the same procedure multiple times and assign each of these procedures to a particular practice STOP FOR MULTI PRACTICE SINGLE DATABASE If you want to specify a specific practice tor a code you MUST do so when creating the procedure code You WILL NOT be able to edit this field later Make the appropriate selection from the Practice drop down list or select AZZ for all practices MicroMD PM Contiguration Manual 10 0 4 1 Multiple Practices with a Single Database For procedures available to all practices the user can set different prices for the same procedure based on charge classes Copying Patients Although practices do not share the patient table users can copy patients from one practice to another using the Patient Copy Utility Use the following procedure to accomplish this Procedure Details 1 Select Utility gt Patient Utilities gt Copy Patient The Patient Copy Utility window opens from the main menu Patient Copy Utility m X m Patient ID McRosys MEDICAL X fi 001 0 SMITH ANTHONY B Destination Patient EP Practice Patient ID MaN STREET MEDICAL f lext Assign Next Number V Information Selection Plan Sets
114. of Insured Self Insured Address Insurance Company United Health Care Policy _ 25772929201 Ins Co Address PO Box 2158 Name of Employer Address of Employer Secondary Name of Insured Insured Address Insurance Company Policy Ins Co Address Name of Employer Address of Employer Patient Registration Page 2 Emergency Contact Info First Pauline State OH Zip 44512 Relationship Mother Insurance Information Relationship to Patient City State ____ Zip Group Copay 30 00 Ins Co Phone City Pittsburgh State PA _ Zip 15230_ Work Phone __ State Relationship to Patient City State Zip Group Ins Co Phone City State _ _ _ __ Zip Work Phone __ State 1 48 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup Patient Registration Microsys Medical 790 Boardman Canfield Road Youngstown OH 44511 Section Patient Information Last Name Martin First Barbara MI J Address 521 Spearman Avenue City Youngstown State OH Zip 44503 Home Phone _330 758 8735 Work Phone _ 330 _ 747 9857 Social Security Number 307 94 1020 Date of Birth _06 25 1956 M F Check Appropriate Box Single Married Widowed Separated Divorced Employer Retired from Henry Schein Medical Systems Provider Dr Ajit Kumar Allergies Medical Alerts Milk and Dairy Products Who referred you _Dr Samuel Kollar MD NPI 5689725631 Section Il R
115. onality with a future version Report viewing access is currently controlled by the installation of the MicroMD Reports Viewer on authorized end user desktops Clients purchasing a custom report will be required to complete and return the Viewer User Registration Form identifying authorized users and providing a User Name and Password for each Support Users requiring support should contact Henry Schein MicroMD at HSMS support henryschein com Additional Configuration Instructions NOTE MicroMD Data Services or the VAR is responsible for setting up and administering authorized user names and passwords established by clients through a MicroMD Custom Reports Viewer Admin application installed on the SQL Server MicroMD Data Services or the VAR is also responsible for providing the custom report to the client to be saved on the client designated network location for access The MicroMD Custom Reports Viewer Admin should ONLY be installed tor MicroMD Data Services or the VAR staff that will be setting up client established user names and passwords The MicroMD Custom Reports Viewer should ONLY be installed on the desk top of client approved users Procedure Details 1 Receive client completed Viewer User Registration Form with user names and passwords for each authorized user approved to access the custom report 2 MicroMD Data Services or VAR implementation resource install the MicroMD Custom Rep
116. one call email or text message Available in Version 8 5 4 or higher Key Code Required The key code generated by MicroMD Accounting is sent to MicroMD Client Support or the VAR for configuration of AutoRemind for existing customers If the customer is new the configuration of AutoRemind is handled by MicroMD Training staff or the VAR Support Users requiring support should contact AutoRemind Support at support autoremind com Additional Configuration Instructions The configuration of a client to use AutoRemind is outlined below Procedure Details 1 Install MicroMD PM 8 5 4 or higher See the MicroMD Installation Manual 2 MicroMD Accounting receives the NOTE Key code is provided to MicroMD Client Support or order for AutoRemind and generates VAR for existing customers or MicroMD Training Staff or VAR the key code for new customers When a key code is sent to a VAR it is sent with the exact client name and client number that is in the MicroMD Oftice Package 3 Enter the key code on the Additional Once the AutoRemind module has been added MicroMD will Modules tab of the Practice prompt you for a key code The first section of the key code Preferences window field is tor the practice key The practice key can be found in the MicroMD Office Package The second section is reserved for the key code itself See the screen shot below MicroMD PM Configuration Manual 10 0 3 1 eSERVICES a EA a Select AutoRemind
117. operties to specify if the modem must phone number information dial any phone characters to reach an outside line to disable call waiting or to choose a calling card for long distance numbers 11 Click Communications Settings 12 Establish all calling preferences for this For example the maximum speed for sending to ABC electronic billing type Company is 9600 bps 13 Click Next This is all that HyperACCESS needs to create the icon for this electronic billing type 14 Click Finish HyperACCESS returns you to the main window 15 Right click the newly created icon and select The HAW file s Properties window opens Properties T sting HAW Properties 2 xi ASCII Sending File Transfer File Usage Preferences Runtime Values Colors Description Communications Terminal Emulator ASCII Receiving Name C HAWin32 My Files T sting HAW Icons MicroMD PM Contiguration Manual 10 0 23 Step 2 Connection Setup Procedure Details 16 Click the File Transfer tab 17 Set the Default tile transfer protocols to Zmodem 18 Set the Default transfer folders to the HAWin32 directory on the local drive typically the CI drive 19 Click the File Usage tab 20 If this claims processing type has a script to run select Script to run upon connecting trom the Usagetield Default haw Properties 29 x Description Communications Terminal Emulator ASCII Receiving ASCII Sending File Tran
118. orts Viewer Admin application on SQL Server MicroMD PM Contiguration Manual 10 0 3 4 eSERVICES Procedure Details 3 MicroMD Data Services or VAR implementation resource manages the setup of each authorized end user in the MicroMD Custom Reports Viewer Admin application 4 Receive completed custom report from MicroMD Data Services If a Report by Request 5 MicroMD Data Services or VAR implementation resource saves completed custom report on appropriate client network location 6 MicroMD Data Services or VAR implementation resource installs the MicroMD Custom Reports Viewer application of the install file on authorized end user desktops 7 MicroMD Data Services or VAR implementation resource trains clients on how to access reports change parameters and export data Provide clients with the MicroMD Custom Reports Reports Viewer User Manual MicroMD PM EMR Install the MicroMD Custom Reports Viewer Admin MicroMD VAR Internal Implementation Staff When the The MicroMD Custom Reports Viewer Admin application is selected during the install process it is only added to the Start gt All Programs gt MicroMD menu only we do not create a desktop shortcut Start menu shortcut d MicroMD Fj MicroMD Custom Reports Viewer Admin Fg MicroMD Custom Reports Viewer Back j ae p i Search programs and file shut down F The MicroMD Custom Reports Viewer
119. ow Web Site Performance ISAPI Filters Home Directory Documents Directory Security HTTP Headers CustomErrors ASP NET Authentication and access control Enable anonymous access and edit the authentication methods for this resource Edit IP address and domain name restrictions Grant or deny access to this resource using IP addresses or Internet domain names Secure communications Require secure communications and 9 enable client certificates when this Server Certificate resource is accessed 22 Make sure that the necessary port has been opened on the firewall After SSL has been established MicroMD IT will contact Blackline to test the connection Procedure Codes for Online Statement Transactions Before setting up the ePayments module you must add new procedure codes needed for proper transactions within the system You need to create a code for payments AND as separate code for reimbursed payments To create a new procedure code Procedure Details 1 Select Maint gt Procedure from the main menu You can also click the Procedure button on the launch pane The Procedure List window appears 2 Click the New icon on the Task Pane A blank Procedure Deta window opens 3 Enter the proper information for the new NOTE Inthe 7OStield select the entry with the procedure PD prefix Also verity that the Co Pay checkbox is selected STOP To make this code available only to
120. pe on the Form Type tab The Form Options tab allows the user to fill in the various and then click the Form Options tab to set form options required for each form type so claim forms options for the selected form have all the necessary information in the proper place as required by the insurance carriers STOP You MUST set this tab up correctly Form Options specifications are available on the Reseller Support site to help guide you for different carriers _ Miscellaneous Preferences Form Title Form Type Form Type Form Search Recall Type POS TOS Options Argument Reason Form Type 1 Desc Rev HCFA 1500 0805 MICROSYS MEDICAL Form CMS 1500 0805 v Type UNIVERSAL 1500 v ID Setup Box 1 Degree M Print Options V Type of Service vV Insurance Address Box 17 upper Documentation Box 17 lower V Pending Payor Bex 2a M Clia No Box 24j upper u ave aa To i Box 24 lower rovider NPI OH PEON Box 25 rovider Insurance lD y V Show Decimal In Fees Box 32 V Group Procedures oe l Suppress SAME in Boxes 4 and 9 Box 32b F Show Continued Label Box 33a ractice NPI V Show Case No Box 33b THER m Electronic Billing Info EB Type AutoPost V 12 To access and set up the F ectronic Billing The E ectronic Billing Info section appears at the bottom of nfo section of this tab you must click the the window New icon from the vertical task bar 13 Choose the appropriate electronic billing MicroMD PM prompts yo
121. perACCESS 2 Click the Phonebook tab 3 Double click the New Entry Template icon A HyperACCESS window opens Untitled HyperACCESS File View Notebook Options Automation Window Help De SGQad ma a Terminal Phonebook CallLog Lists JalelclolJeElFIGlH i s KILIMINIolPlalAls t sbl Bo MCOH New Entry Template For Help press F1 The New Entry Description window opens Define a name and choose an icon for the new notebook entry Name Notebook Phonebook wi Terminal ANSI 7 lt Back Herts Cancel _ Help 4 Enter the Mame for this entry Remember this name You will use the same name for the HAW file on the F ectronic Billing Setup window NOTE We recommend using the four character name from the FB Type drop down on the Form Options tab 5 Select an appropriate icon 6 Leave the Notebook and Jermina tields as they are 7 Click Next ZZ MicroMD PM Configuration Manual 10 0 EB Setup Procedure Details 8 Leave the default modem setting New Entry Connection xj Connect via U S Robotics 56K Faxmodem Win 1806 Change Click the Change button to modify the connection or accept it by clicking the Next button If the appropriate modem is NOT the one that appears by default click Change highlight the desired modem and click OK lt Back Cancel Help 9 Click Next 10 Ifyou selected a dial up connection enter the Select Dialing Pr
122. pop Provider a Employer ID Location Arguments Medical Alert Remarks Demographics Last Visit 11 9 2009 Last Pat Pmt 8 11 2009 E mail 195 00 Creation Date 3 10 2004 11 17 2009 BETTY Modified Patient ROI Date Last Ins Pmt 3 21 2006 5 00 Last ICD s PHLEBITIS LOWER EXTRE VARICOCELE SINUSITIS ACUTE UNSPEC BRONCHITIS ACUTE FEVER HY PERPY REXIA CONJUNCTIVITIS STREPTOCOCCUS UNSPE ABDOMINAL ESOPHAGUS Bill Stmt Bil Stmt None Last BilvStmt 11 17 2009 Force Stmt Message Auto Message V Reset Msg M Personal Msg Total Balance 3 959 80 Apply Fin Chgs V Pre Collect Next Payment Last Fin Chg PC Date Due On Amount Collect date NOTE 7he Medical Alerts and Remarks fields print on charge slips and the Persona Msg field prints on the patient s bill or statement This tab allows you to specify patient s insurance information for billing purposes The system allows unlimited insurance plans for each patient These plans could be a combination of primary secondary and tertiary insurance You can group insurance plans for a patient into sets which then can be used for different cases Each plan set can include several plans Grouping insurance plans into sets allows each patient to have more than one primary insurance plan MicroMD PM Contiguration Manual 10 0 1 41 Steo 19 Add Patients and Associate Plans Procedure Details For example you can create a MEDICAL plan set to include all med
123. procedure for any other ANSI files you want to rip 5 Click Close when finished CREATING CUSTOM MENUS ICONS IN MICROMD PM You can define custom menu items for MicroMD PM and icons for the floating toolbar of the Patient Detai window The new icon will appear on the patient floating toolbar and anywhere else that the toolbar appears within MicroMD PM The menu items appear in either the Add Ons menu for programs and links to documents or the Help menu for web site links STOP This function is available only for resellers and developers of MicroMD PM It is not intended for a client to perform There is space allocated on the MicroMD PM menu for three different types of menu items These items function similar to shortcuts This feature allows support personnel to create custom menus for the client to launch external programs trom within MicroMD PM NOTE These customizations are workstation specific i There is an application available to you menu exe that allows you to create this custom icon for the client This utility makes customizing toolbars and menus much easier than editing the client s registry Procedure Details 1 Navigate to the menu exetile x Program The Menu Editor window opens Files HS MicroMD Common Bin ee NOTE For 64 bit clients Navigate to the menu exe Poo C Modly C Delete file Type Toolbar Item 7 Menu Name x lProgram Files X86 HS MicroMD Common Bin File Toolbar Icon P A Ok
124. ptional Labels and various reports use some of these fields If you have an entry in any ID field you MUST be sure to select an appropriate qualifier or the system does not see those entries Some insurance plans require the referring physician information such as name and UPIN for specified procedures during claims processing The referring doctor name and UPIN print in box 17 and 17a of the CMS form NOTE Remember to enter the referring doctor s insurance ID number under the Insurance ID tab when required by the insurance carrier You MUST also have the correct qualifier assigned 1 14 MicroMD PM Contiguration Manual 10 0 MicroMD PM Setup Procedure Details 4 Click the Save icon on the Task Pane 5 Repeat steps 2 through 4 for each referring physician EXERCISE FOR MICROSYS MEDICAL Add the following referring physician to the system Carl P Rubino MD 789 West Blvd Youngstown OH 44512 Phone 330 756 1332 Fax 330 758 9908 Pager 330 509 9817 UPIN U96609 Specialty Dermatology STEP 10 ADD EMPLOYERS OPTIONAL We can now add the employers to the system This is an excellent way to track where patients work Procedure Details 1 Select Maint gt Employer from the main menu The Employer List window opens 2 Click the New icon on the Task Pane The Employer Detai window opens The Name is the only required field The user can assign employers from the Patient Detai window or i
125. rack payment and write offs made by insurance companies MicroMD PM Contiguration Manual 10 0 1 11 Step 7 Add Insurance Plans Procedure Details 4 Click the Save icon on the Task Pane 5 Repeat procedures 2 through 4 for each additional plan If the claims for this plan are going to be sent electronically here are some fields you must be sure to fill properly Source of Payment places important payment information in the claim file nsurance Class tells the system whether to use a provider or group insurance IDs for electronic billing batches or printing forms IDs tab information as required by the insurance plan Refer to the electronic billing instructions for that particular electronic billing type for more information Access these instructions online at www micromd com TIP A Copy Plan icon on the Task Pane allows you to copy all information trom one plan to another including each tab EXERCISE FOR MICROSYS MEDICAL Add the following plans to the system PLAN 1 PalmettoGBA Medicare OH PO Box 57 Columbus OH 43217 Source of Payment Medicare Phone 614 987 1234 Form Type OH Medicare Payment Code Payment Medicare Writeott Code W O Medicare Insurance Class Medicare PLAN 3 United Health Care PO Box 2158 Pittsburgh PA 15230 Source of Payment Commercial Phone 800 724 8898 Form Type Envoy PLAN 2 BC BS Ohio PO Box 6018 Cleveland OH 44101 Source of Payment Bl
126. rator Number field Note that these numbers are provided by Transworld In the Default Phase drop down menu select the phase that will represent the first phase of collections when sending a patient to Transworld In the Default Min Due field enter the amount determined by your practice In the gnore Payment Code drop down select the value you previously recorded for the Ignore Payment code during the set up procedure in section 1 In the gnore Writeotf Code drop down select the value you previously recorded for the Ignore Write off code during the set up procedure in section 1 In the gnore Aaj Code drop down select the code your practice will use when posting payments against accounts or sequences that have been sent to Transworld Assuming the sequence balance is 0 this code should be used as the adjust to write off and then the appropriate payment code to report the payment This will open the Additional Modules Configuration window Client Number Accelerator Number L Default Phase Accelerator Phase 0 It is important that the default minimum amount set is an amount worthy of sending the patient to Transworld for collections This amount determined by your practice should not be too small to be cost effective Default Min Due 10 00 Ignore Fayment Code lal Ignore Wiriteotf Code al Ignore Adj Code eari 104 4ADJ TO WRITEQFF ee 4 2 MISCELLANEOUS FEE 11 ADJ TO
127. reater Key Code Support Users requiring support should contact Henry Schein MicroMD at HSMS support henryschein com Additional Configuration Instructions Depending on which version of MicroMD PM you are using you will find a specitied set of instructions below This document contains specifications for registering a practice and configuring the system for use with MicroMD ePayments and online portals NOTE HSMS personnel receive a welcome email from Moneris upon completion of a sale This email includes data used to complete the Additional Modules setup in the system After the accounting department has created an order for eStatements you must complete the following steps e Add the ESpayments additional module in MicroMD PM e Revise the eb ini file for proper transfer of e statements e Enroll the practice in the MicroMD eStatement Client Enrollment Portal and create a test file e Add users to the MicroMD eStatement View Portal STOP Before continuing with ePayments and eStatements please take a moment to review the prerequisites section below Several items must be in place before using these additional features of MicroMD PM Kick off Call A kick off call will be scheduled between MicroMD support and IT staff and the client and a member of the client s IT staff The purpose of the call will be to schedule some time for both IT departments to work together to establish the secure SSL connection Prerequisites
128. rganization Iv Specialty Required Process Secondary M 4 Enter the appropriate MicroMD PM will update the e0 n tile with the information entered into information for this electronic the HyperACCESS fields If these fields are left blank MicroMD PM updates billing type Use the tabs to them trom the e0 n when users send claims electronically for the first time ene the different sections of MicroMD PM prompts the user for the name of the Aaw file on the first this window transaction unless user manually edits the e0 n Tile MicroMD PM Configuration Manual 10 0 LF More About the eb ini File Procedure Details The Path field on the HyperACCESS tab points to the medical directory or to the designated folder where the client wants to place the claim file Typically those values are f medica tor a dedicated server system c lmeadica tor a non dedicated server system 5 Click Accept 6 Repeat steps 2 through 5 for each form type MORE ABOUT THE EB INI FILE NOTE For more information about the e0 n tile and the different ways you can use this file please refer to Appendix B What is an INI file INI is a file name extension used in Microsoft Windows The letters stand for initialization As this term implies INI tiles are used to initialize or set parameters for certain programs Format of INI Files INI tiles contain one or more sections Each section begins with a section name which is
129. rrrsrrsrerarrernnrsrnninrnrnrnrnrnnrernrernrren 1 8 stepo Add Diagnosis COUE src serste seco ereenaeverdecastrdcsancondedsa aod nausenn E EE E E 1 10 step Add Insuran PLANS annseo a r NEE ations seaneneaeeetesaies 1 11 eo Aae E E ognina AA EE 1 13 step 9 Add Referning PINS CAN Si ssssiessenrs rineto aaneen a ANE Eaa Urna EEEREN ENNE EEE ESAE 1 14 tor o AGG Ean Cts WOH OM aN r a E E E E E E 1 15 Step 12 Set Up Practice Pe eE e EEE 1 20 Step 15 Set Up System FONE os sk srocausrecan natiovan sack aacenctt wrant sh eiaia ecanseaheaieadil eran aah stolacdine paonaotanenions 1 33 Step 16 Add the Location s to the Practice s a canencyencscuptescnandecnraennsicndesashiesdnardiusduisthectamehertuadundweaiarats 1 37 Step 17 Add Individual Provider IDS siraniesiassnenisaisesnadatsaniiessa nncatinanteananesiansapienisaantsieeaiemanddbmanlensannstanstas oni 1 38 e LE o AE E E E E E E E A E A T 1 39 Step 19 Add Patients and Associate Plams cccscscsssssccssssecssessessscesssseessesseessessseseeesseseeesseesesaeenes 1 40 EBD SETUP csssseretgesannssttoastnaoreisevieerdeesntgienneiaiveneianes tapntessennoreneensaseavenneeane EEE aS 2 1 SS T S8 Up Formi TYPES sercon nE REAREA he REAN EEEE ERARON dade abtevedaeeratars 2 1 EVES eC P A C ra AA A AAAA OOA AO A AAAA 2 1 P E O T a A E A E ee eee es VA FIOM EE SU A EE A E E A E A E E E 2 1 FIP E CU e tenduceaion dgenleattasniead weriontdganion dusts asic dgmieatlueniaad E 75 DIOS GIS FECES SIO E E AE
130. s ESpayments ESstatements eStatemnent Generic Highlands Hospital Import Hine Grant Report IEnowMed EMR Export 3 8 MicroMD PM Configuration Manual 10 0 Contiguring Add ons Procedure Details 6 Click the Setup icon in the Task Pane 7 Inthe Office Hours field enter the text you want to appear in the printed statement that patients will receive 8 Inthe Patient Portal URL field enter https onlinepatientpayment com 9 Click the Finish button 10 Click the Save icon on the Task Pane Revise the eb ini File The Additional Modules Configuration ESstatements window opens Office Hours Monday through Friday 8 00 am to 5 00 pm Closed for lunch from 12 30 to 2 00 Patient Portal URL https onlinepatientpayment com This is the webpage that patients visit to make payments through the Online Patient Payment Portal After you click the Save icon you will be prompted to enter the security code to complete the enrollment Before you set up MicroMD eStatements module or send test files you must edit the eb ini initialization file Estatement 1 path micromdsrv4 micromd stmt Where path is the path to the database days 30 estatement interner AUTO httpAddress https rx micromd comm RevSpring RevSpring svc MicroMD PM Contiguration Manual 10 0 3 9 ESERVICES NOTE In the above example micromdsrv4 micromd stmt is the file path to the database Your file path
131. s the provider s ID 9 Repeat steps 4 through 8 for each additional Practice Insurance ID 10 Click the Save icon on the Task Pane STEP 19 ADD PATIENTS AND ASSOCIATE PLANS Once the insurance plans have been created these plans should be assigned to the appropriate patients To do that we must first add patients Procedure Details Add Patients 1 Select Maint gt Patient from the The Guarantor Patient List window opens main menu 2 Click the New icon on the Task Pane to A blank Patient Deta window opens This example has some create a new patient account or press the data so you can understand the fields better Ctrl N key combination as a shortcut 1 40 MicroMD PM Contiguration Manual 10 0 MicroMD PM Setup Procedure 3 Enter all information into the patient s detail 4 Click the Save icon on the Task Pane Add Plans 5 Select the Plan Sets tab Details lo APPR Generation Race County Student Patient Detail 1093 0 HOMER ANDY Detail Pian Sets Cases Notes Exist Dental Family Planning Visits Contacts Patient ID 1093 0 Chart No M1093 0 HOMER ANDY Address 2215 Easy Street Additional Death Date 44512 Alias BOARDMAN OH Sex CF On 330 457 8456 SHOE SIZE Marital Status _ y 330 123 4567 FAVORITE CO SocialSec 754 34 5621 Alternate 330 456 9878 HAIR COLOR DOB 75 Cell Deliver Date Referring Dr Category Dog
132. s can then be set up within each insurance plan to define the rate Coverage it will pay on the allowed amount 3 Type the Description of the coverage class 4 Change the coverage percentage for this The default percentage that appears at this point is 1 26 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup Procedure Details description 100 Change this as necessary 5 Select the Default checkbox to add the coverage class to all newly created insurance plans 6 Repeat steps 2 through 5 for each additional class 7 Click the Save icon on the Task Pane The system assigns a unique ID number to each class EXERCISE FOR MICROSYS MEDICAL Add a coverage class called Medical at 80 Procedure Details Diagnosis Classes Tab 8 Click the Diagnosis Classes tab You must create these classes Practices use the diagnosis classes in this tab to categorize the Diagnosis List Maint gt Diagnosis further When creating new diagnosis codes the default class on the Diagnosis Detail window is initially Miscellaneous Diagnosis Class Change this default on the System Preferences tab of the System Preferences window 5 System Classes Categories ok Coverage Diagnosis Financial Insurance Charge Patient Notes Task Insurance Classes Classes Classes Classes Classes Category Category Category Category Diagnosis Class Description a A BLOOD DISEASES CARDIOVASCULAR CIRCULATORY SYSTEM COLONOSCOPY DENTAL DI
133. sed notebook entry at startup and click OK FTP Setup FTP File Transfer Protocol software is a transmission software that is compatible with Windows Some clients may require an FTP program be installed instead of HyperACCESS This is a third party software Installation directions follow Procedure 1 Double click the wsftp200710_Eng exe icon Click the Next button 2 Accept the licensee agreement and click the Next button Details Ipswitch WS_FTP Professional 2007 1 eS IPSWITCH Welcome to the InstallShield Wizard for Ipswitch WS_FTP Professional 2007 1 The InstallShield Wizard will install Ipswitch WS_FTP Professional 2007 1 on your computer To wt Professional q IPSWITCH InstallShield Ipswitch WS_FTP Professional 2007 1 License Agreement Please read the following license agreement carefully IPSWITCH Ipswitch License Agreement READ THE TERMS AND CONDITIONS OF THIS AGREEMENT CAREFULLY BEFORE Professional 1 LICENSE GRANT Ipswitch grants to you and you accept a perpetual non exclusive and non transferable license to use software program s provided by Ipswitch and the accompanying user documentation Documentation collectively the Software as purchased by you only as authorized in this Agreement You may not assign transfer rent or sublicense the Software w IPSWITCH lt Back New M cence InstallShield MicroMD PM Contigurat
134. ses asterisk Instead they want the ampersand symbol amp In the ed n tile you would type BSCA1 element amp This value specifies the component separator to be used in creating the claim file Example BSCA has contacted the client and indicated that they do not want the default component separator MicroMD PM uses colon Instead they want the greater than symbol gt BSCA1 component gt This value specifies the segment terminator to be used in creating the claim file Example BSCA has contacted the client and indicated that they do not want the default segment terminator MicroMD PM uses tilde Instead they want an exclamation point 1 BSCA1 segment This keyname allows you to add a second submitter ID to the electronic claim file in the 2010AA loop Simply edit the eb nifile with the 2010aaref_ keyname to tell MicroMD PM which provider to include in the 2010AA loop of the claim file This ID will go in the 2010AA loop in a REF segment that comes after all the normal REF segments The qualifier becomes REFO1 and the id becomes REFO2 You can specify the ID for all providers or for individual providers The ed n key value is 2010aaref_ and the word all for all providers or the individual provider s MicroMD PM rp The system looks at the individual provider before looking at an all line This means you can have both in the e0 n at the same time Example Under BSGA in the e0 n you
135. sfer File Usage Preferences Runtime Values Colors Default file transfer protocols For receiving Zmodem x Settings For sending Zmodem Settings Default transfer folders For receiving Ic SHAW iIn32 X Browse For sending E SHAW iIn32 v Browse Cancel Hep STOP Refer to the HyperACCESS instructions for the appropriate EB Type There are times when the protocol will NOT be Zmodem You can find these instructions on the Reseller Support Web Site Visit www micromd com Default haw Properties EA Ed Description Communications Terminal Emulator ASCII Receiving l ASCII Sending File Transfer File Usage Preferences Runtime Values Colors Usage Call log file Default capture file Script to run before connecting ipt to run upon connecting er disconnecting Ser Ser Associated file C HAWin32 mdoh txt v Browse Cancel Hep If the associated script calls for stored login password values then enter these values on the Runtime Values tab Check www micromd com to verify if a script is needed for this claim type 24 MicroMD PM Configuration Manual 10 0 EB Setup 21 Select the filename and path for the script in the Associated tile field Procedure Details Typically the path is Clhawin32 filename 22 Click OK 23 Select Options gt Startup from the main menu 24 Uncheck Open ast u
136. stem Preferences tab of the System Preferences window 5 System Classes Categories m m Financial Insurance Charge Patient Notes Classes Classes Classes Category Category Insurance Category Coverage Diagnosis Task Classes Classes Category ID Financial Class Description a ALLERGY CLINIC DIAGNOSTIC LAB FACILITY COLON HOSPITAL LABORATORY SERVICES MISCELLANEOUS FINANCIAL CLASS OFFICE OFFICE VISITS ORAL SURGICAL ROOM XRAY Rows 12 The system already contains a WISCELLANEOUS FINANCIAL CLASS The system assigns an ID number to this class 1 28 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup EXERCISE FOR MICROSYS MEDICAL Create the following Financial Classes Office Visits Laboratory Services Procedure Details Insurance Classes Tab 18 Click the Insurance Classes tab 19 Click the New icon on the Task Pane to add an insurance class 20 Enter the nsurance Class Description 21 Click the Save icon on the Task Pane 22 Repeat steps 19 through 21 for each additional class L System Classes Categories Coverage Diagnosis Financial Insurance Charge Patient Not Insurance es Task Classes Classes Classes Classes Classes Category Category Category Category Insurance Class Description a a AETNA PPO ANTHEM ANTHEM HMO ANTHEM PPO ANTHEM UB92 AULTCARE Blue Care Network Blue Traditional Blues Choice BS PA BUCKEYE Buckeye Communit
137. tate 2 Y Responsible Party State Zip 5 Y Responsible Party Zip DemandType 1 af 1 Letters 2 Direct Assign ServiceCode 1 Y Intensity of the first letter Delinquency Date 6 First Date of Delinquency or Service Date Amount Due 8 Y Balance Due Debtor SSN 9 Responsible Party SSN Debtor Phone 10 Responsible Party Phone Secondary Phone 10 Responsible Party Secondary Phone Comments 256 Blank Preferred file format in PIPE delimited Hex 7C Formats can be adjusted per your system functionality and lengths are not specific to the lay Responsible Party The person responsible for paying the amount due Debtor The person who incurred the debt Responsible Party and Debtor are very often the same person Incomplete addresses should be suppressed from sending to TSI unless project entails skip oz MicroMD PM Contiguration Manual 10 0 Contiguring Add ons ePayments with Credit Card Swiper only MicroMD PM The credit card swiper allows patients to make payments in the office or over the phone with a credit card Available in Version 8 6 1 or higher Key Code Required The key code is generated by MicroMD Support after the order is sent from MicroMD Accounting Support Users requiring support should contact Moneris Configuration Instructions The client will install the actual card swiper via USB port and MicroMD Support will complete the set up of the swiping device in the PM Procedure Details iF 2 Install MicroM
138. tement specifically stating the format of the number to be used claim zipfile c hawin32 claim JULIAN zip This will create a file called caim003 zip it batched on January 3 If you use less than three pound signs it will take that number of digits starting from the right of the Julian date claim zipfile c hawin32 claim JULIAN zip This will create a file called c aim3 zio it batched on January 3 ignoring the first two digits To add a date to your filename Inside the claim keyname you must place a bracketed DATE statement specifically stating the format of the date to be used claim zipfile claim DATEmmddyyyy z1ip This will create a file called claim01012009 zip it batched on January 1 2009 You can use the following formats for months days and years Months mm will always give you a two digit month e g 03 or 12 m will give you a one or two digit month e g 3 or 12 Days dd will always give you a two digit day e g 07 or 23 a will give you a one or two digit day e g 7 or 23 Years yyyy will always give you a four digit year e g 2009 yy will always give you a two digit year e g 09 D2 MicroMD PM Contiguration Manual 10 0 MicroMD PM Contiguration Manual 10 0 You can use the format in any order that is required Example MDDE1 claim zipfile claim DATEyymd zip This will give you a file called caim09723 zip if batched in July 23 2009 NOTE Ifan inva
139. the path and file to be sent or any other message that would be useful If no message exists the default message will be Please send claims via Internet and Click OK after you have finished sending your claims The message box stays on top of MicroMD PM but is not visible atter the web browser opens The user must click on the message box before any activity can be resumed in MicroMD PM Example The biller wants to be informed of where the file is to be uploaded to the clearinghouse The path the file is batched to is lServer VamelMicroMD CONS L MSG Please send Server Name MicroMD consl ans via Internet and Click OK When finished NOTE The msc entry can only be on one line Anything on the next line will be ignored Example The client has an internet connection and wants to send claims to The Consult web page rather than dialing in to the BBS CONS 1 haw INTERNET ahaw INTERNET URL http www 4ecp com MSG Log in to webpage and send Server Name MicroMD consl ans MicroMD PM Contiguration Manual 10 0 J Multiple Practices Setting Values for Archive The ARCHIVE section allows the user to control the length of time the deleted files remain in the archive and where to place them Each file that gets deleted will be placed into the archive If you do not specify a path it will default to the path in the HyperACCESS section of the ed n and create a subdirectory called ARCA VE otherwise the pat
140. tion MicroMD PM Contiguration Manual 10 0 3 7 eSERVICES Procedure Codes for Online Statement Transactions Before setting up the eStatements module you must add new procedure codes needed for proper transactions within the system You need to create a code for payments AND as separate code for reimbursed payments To create a new procedure code Procedure Details 1 Select Maint gt Procedure from the main menu 2 Click the New icon on the Task Pane To add a new charge code 3 Enter the proper information for the new procedure 4 Click the Save icon on the Task Pane Add the esStatements Additional Module To set up MicroMD eStatements for use with MicroMD PM complete the following steps You can also click the Procedure button on the launch pane The Procedure List window appears A blank Procedure Deta window opens NOTE In the 7OStield select the entry with the PD prefix Also verity that the Co Pay checkbox is selected STOP If you want this code available only to a specific practice you MUST specify it now Once the code is saved this field is disabled and cannot be changed again Details Procedure 1 Open the MicroMD PM software 2 Select Setup gt Practice Preference 3 Click the Additional Modules tab 4 Click the New icon on the Task Pane 5 Select SStatements trom the Add On drop down list The Practice Preferences window opens ESpayment
141. to have the scanner put the policy number group number and copay into MicroMD trom the card if applicable 9 Click Save The patient s plan sets tab should now have the card scanned and the information loaded on to this tab The scanner icon will also turn yellow 3 40 MicroMD PM Contiguration Manual 10 0 Configuring Add ons MicroMD Custom Reports Admin Console and Reports Viewer Configuration MicroMD PM EMR MicroMD Custom Reporting options are available to both MicroMD PM and EMR clients that have a need for custom reports that are not currently available within MicroMD software Client server clients may have purchased the All access Reports Package option to create and view their own real time with their own copy of SAP Crystal Reports Or client server and cloud clients may have purchased an individual Reports by Request where MicroMD will create the report for the client and provide it to be loaded onto a network for access by authorized users For both options custom reports are accessible viewable and exportable through the MicroMD Reports Viewer installed on authorized user desktops This viewer is a separate application not integrated with MicroMD PM or EMR The view application should be installed on all authorized user desktops for users to be access the custom reports Available in Version Version 9 0 7 or higher Keycode Not currently required although MicroMD Development will be launching this functi
142. ttachments Ma HENRY SCHEIN Micrg D Customer Service Portal Hecate Statement View Pormal Encolbreen User Admimisranon Semer Patient Statement Setup Formi Peery han Mep niermalion ip Appear on Demani TESTA Carris Amibraaa TF Pea karmi h tha neme s hee ven sid remita lems marked with ara required in order bo procene your rapae Note whether the data is test data or live data VAHENRY SCHEIN Micrg D Catar Ser Service Portal Home Statement View Portal Enrollment i Patient Statement Setup Form A h Test File Attached None Choose File No file chosen No file chosen Attached None Choose File No file chosen Choose File No file chosen The eStatement client Enrollment Portal includes links to the Postal Acknowledgement PAF and Move Update Compliance MUC forms at the bottom of the Attachment screen You can attach those tiles along with a practice logo by browsing to them on your machine and clicking the Attach button for each ia MicroMD PM Configuration Manual 10 0 Configuring Add ons Customer Service Portal Home Statement View Portal Enrollment User Administration Statement View Manual Log Out Patient Statement Setup Form m eee Test File Verification PAR Complete PAF Form MUC Form Attached None Attach Test File Attached None Attached None Attached None Ite
143. u for the key code Contact HSMS type trom the FB Type drop down list for the security key code for this type If you do not see your clearinghouse in the drop down you must list the clearinghouse on the Additional Modules tab in Practice Preferences and enter the key code when prompted This helps you avoid entering the same key code multiple times when setting up multiple form types to the 1 18 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup Procedure Details same clearinghouse FB Type 14 Place a check mark in the AutoPost box if A check in this box makes this form type appear in the drop applicable down list for AutoPosting under Billing gt AutoPayment Posting Contact HSMS for the security key code to receive remits If you select an EB Type and this checkbox at the same time MicroMD PM prompts you for one key code 15 Click the Save icon on the Task Pane to save all options for the form 16 Repeat steps 11 through 15 for each form Search Arguments Tab 17 It is not essential to update the Search The Search Argument tab is blank until the user creates Argument tab at this time entries The list then contains all of the search arguments created by the user This listing helps to keep track of items that the computer does not normally record For example a doctor may want to track how many patients were referred by another patient The practice creates a search argument named Patient Referral
144. ue Cross and Blue Shield Phone 800 362 1279 Form Type Envoy Payment Code Payment Misc Writeott Code W O Misc Insurance Class Blue Shield 1 12 MicroMD PM Configuration Manual 10 0 MicroMD PM Setup EXERCISE FOR MICROSYS MEDICAL Add the following plans to the system Payment Code Payment Misc Writeott Code W O Misc Insurance Class Miscellaneous STEP 8 ADD SERVICE FACILITIES After adding the plans you must now create the service facilities Procedure Details 1 Select Maint gt Service Facility trom the main menu 2 Click the New icon on the Task Pane 3 Enter all appropriate information about this service facility 4 Click the Save icon on the Task Pane 5 Repeat steps 2 through 4 for each new facility The Service Facility List window opens The Service Facility List is a user defined list of hospitals nursing homes and other facilities where practices perform services It is common to all practices in the database A service facility is selected at the time of charge entry and prints in box 32 of the CMS form The Service Facility Detai window opens Detail insurance D Unit Contacts ID Modified 00 00 0000 Created 00 00 0000 Facility Type ISL z Name Phone Address Alternate Phone Other Phone Fax Web Site Default POS Web Site Sched E Mail Mammo Cert NPI CmSLocaton D _ __ _ d NOTE Remember to enter the service facility s insurance ID number
145. under the ID tab so when billing the insurance carrier the correct information prints in box 32 of the CMS form If you have an entry on the ID tab you MUST be sure to select an appropriate qualifier or the system does not see these entries MicroMD PM Contiguration Manual 10 0 1 13 Steo 9 Add Referring Physicians EXERCISE FOR MICROSYS MEDICAL Add the following service facility to the system Westview Regional Hospital 194 Bellview Ave Youngstown OH 44501 Phone 330 746 9834 STEP 9 ADD REFERRING PHYSICIANS After adding service facilities we must now add the referring physicians Procedure Details 1 Select Maint gt Referring Doctor from the The Referral List window opens main menu 2 Click the New icon on the Task Pane to The Referral Detai window opens add a new referring physician el el a Det E Detail insurance 1D Misc Insurance Classes Contacts ID Modified 00 00 0000 Created 00 00 0000 Medical Non Person Entity J Title Specialty Cd Last Name Taxonomy Code Co o vl First Name Phone Suffix Other Phone Degree Fax Address Cell Phone Pager Number UPIN E Mail NPI Mobile E Mail SSN FID Hospital Aff SSN FID Qualifier Lo vl Group Aff PDA Download PDA Common Communication i vy Ytd Referrals 0 Preference Last Referral 3 Enter all appropriate information for the You must specify the referring doctor s name Other fields are referring physician o
146. vate Database User window opens V Activate Database User X Username 0 DBA Equivalent Password zz Re enter fesse 4 Enter a user name and password in the For those applications that need additional access to the Username and Password tields database check DBA Equivalent 5 Enter the password again in the Re entertield to confirm 6 Click Accept The system prompts you for a security key code Contact Henry Schein Medical Systems Inc for 7 Enter a valid key code and click OK this code ANSI RIPPER One of the more useful tools created by the development team is the ANSI Ripper program This simple executable file allows you to rip the ANSI file to a more human triendly format The new file created during this rip allows you to view the segments and loops in the claim file For troubleshooting purposes this is useful to pinpoint where the user entered incorrect information that may have caused the carrier to reject the file Procedure Details 1 Navigate to the AWS Ripper exe file and double The ANS Ripper window opens click to launch 4010_ANSI_Mapping_Troubleshooter doc 5010 Please Select an ANSI File to Rip 2 Select the anstile you want to rip 3 Click Rip The program converts your ansfile to a ans rtile that you can view using Microsoft s Notepad program MicroMD PM Contiguration Manual 10 0 3 Multiple Practices Procedure Details 4 Repeat this
147. will open to allow for entry of usernames and passwords Create a row for each authorized user for that database MicroMD PM Configuration Manual 10 0 3 43 eSERVICES I F MicroMD Custom Reports Viewer Admin Console File SQL Connection usemame pchaney pchaney pchaney pchaney NOTE When there is a multiple practice setup the same user name may be used multiple times not recommended for each practice but the password for each practice must be unique If a user name is used more than once with the same password there is no guarantee as to which practice database the end user connection will connect to After entering or updating a row click Save from the menu below to save the information back to the database Then click Exit to exit the admin application Fa MicroMD Custom Reports Viewer Admin SOL Connection Connect Ctrl C Refresh Ctrl R If an incorrect database is selected use the Connect amp Refresh menu items above to connect to or to refresh a database connection with the Custom Reports Viewer Admin data These menu options allow the MicroMD Database Connections window to be redisplayed for to select another database when in a multi database setup if a database is mistakenly selected that is not compatible with MicroMD Custom Reports Viewer 9 07 or higher You will then be able to reselect the correct database connection Saving the Custom Report to the Client s Network Sav
148. y BANC Capital Health CARE WORKS CARESOURCE Rows 55 This tab contains a listing of all the insurance classes created to group related insurance plans for reporting purposes and in some cases for assigning insurance related IDs to a practice and its providers We recommend that users create insurance classes specific for the major insurance plans in the system or for those that assign special provider numbers For example an insurance class of ABC Medical may encompass all ABC related insurance plans When creating new insurance plans the default insurance class on the Plan Detai window is initially Miscellaneous Insurance Class Change this default on the System Preferences tab of the System Preferences window The system assigns an ID number to this class STOP If the user assigns the wrong insurance class to a plan claims will be denied since the systems pulls information like provider numbers when printing or batching claims based partly on insurance classes MicroMD PM Contiguration Manual 10 0 1 29 Step 12 Set Up Practice Preferences EXERCISE FOR MICROSYS MEDICAL Create the following Insurance Classes Medicare Blue Shield Medicaid Procedure Details Charge Classes Tab 23 Itis not essential to make any changes to the Charge Classes tab at this time Patient Category Tab 24 Itis not essential to make any changes to the Patient Category tab at this time The Charge C

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