User manual ALTAPOINT DATA SYSTEMS ALTAPOINT 8.0

[. . . ] AltaPoint Medical Practice Management Software Version 8 Copyright © 1999-2007. Contains Addict Speller © 1996-2007 Addictive Software. Microsoft and Windows are trademarks of Microsoft Corporation. QuickBooks and QuickBooks Pro are trademarks of Intuit, Inc. Contents Read This First!. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 AltaPoint Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Restoring Files Backed up by the AltaPoint Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 END-USER LICENSE AGREEMENT FOR ALTAPOINT SOFTWARE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Installing AltaPoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Multi-User Installation of AltaPoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Client-Server Installation of AltaPoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Additional Client-Server Configuration Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [. . . ] To view a list of patients, select the lookup button displayed to the right of this field or select this field and press ["F5"]. Bill Number The next available billing number will automatically be displayed. 158 Patient Billing To view a list of existing bills for the patient entered above, select the lookup button displayed to the right of this field or select this field and press ["F5"]. Date Enter the billing date. Today's date will automatically be displayed for new bills. You can use the [Shift-Up Arrow] and [Shift-Down Arrow] keys to move the date forward and backward respectively. Provider Enter the service provider who is responsible for the overall claim. This is the provider that will appear on the insurance claim form. To view a list of providers, select the lookup button displayed to the right of this field or select this field and press ["F5"]. Billing Detail Fields Start & End Dates Enter the date of the charge or payment. You can use the [Shift-Up Arrow] and [ShiftDown Arrow] keys to move the date forward and backward respectively. You can specify an end date if desired. Provider Enter the Provider code of the person providing the service. (This could be the physician or an assistant. However the Provider listed in the header section of the Bill will appear on the claim form. ) Select the "Show More" button to display a form listing all providers. You can search providers by code or name. As a keyboard alternative, you can list all providers by pressing ["F5"] from the Employee column. Select the "Show More" button to display a form listing all providers associated with the patient selected. You can search providers by code or name. As a keyboard alternative, you can list patients by pressing ["F5"] from the patient column. Billing Code Enter the billing code for the charge or payment. Select the "Show More" button to display a form listing all billing codes. You can search billing codes for this billing line by code or description. As a keyboard alternative, you can list all billing codes by pressing ["F5"] from the Bill Code column. NOTE: 159 AltaPoint Medical Practice Management Short List & Word Search When looking up a Procedure code from the lookup button, you can check the Short List box to get a list of procedures that you have previously placed on your "Short List. " See the Billing Code section of this manual for more about the Short List. You also have the ability to do a word search if you don't know the actual procedure code. Place a check mark in the "Word Search" checkbox and choose "Sort by: Description", then as you start entering the name or partial name of the procedure, the system will narrow your search quickly. M1 ­ M4 Enter up to 2 characters for modifiers #1 through modifier #4 to the billing code. POS Enter the Place of Service for this line item. 160 Patient Billing Diagnosis Enter the diagnosis code for the treatment. Select the "Show More" button to display the "Item Detail Options" screen. The screen appears as indicated below. You can enter up to 4 diagnosis codes for this bill. [. . . ] It is not necessary to represent every field that AltaPoint exports. You must, however, indicate the order in which the fields appear in the first line of the file. The example below shows how the "Patient" file looks after being exported from AltaPoint. (As viewed through Windows Notepad. ) Notice that the first line of text indicates the order of the fields for each record that follows below. [. . . ]