a. MDC Home – use this to quickly see the daily totals or to view claims that need to be printed. MDC Home is shown in a tree view format. You can expand each branch to see the details of each item. Use your mouse and right click on each item for expanded functionality.

b. Patient Center – use the patient center to select and work with a patient. Just single click your mouse on a patient to view the patient’s demographics, to create a claim, or to post a payment.

c. Payers – use the payer center to select and work with a payer. Single click your mouse on the payer name to view the setup of the payer or to view the payer register.

3. Main Screen. The main screen will typically have a series of tabs at the top. The tabs will be different depending on the activity that you have chosen.

Working with Patients

To select and work with a Patient, select the Patient from the Quick list on the left or select the patient from the Patients list. To add a new patient, click the New button shown in the upper right corner of the screen.

When selecting the Patient from the larger Patient List, you’ll need to double-click your mouse to view the Patient Information in detail.

You can quickly find a Patient by typing the last few characters of their last name in the Patient Search window.

Then click the Search button to pull up the selected Patient. For speed, type the first few characters until you get close to correct patient, then use the arrow keys to move up/down in the Quick list. When you’ve found the correct patient, press the Tab key. The Search button will highlight. Now press either the Space Bar key or the Enter. Or click the Search button.

You can also use this search window to search using a different criteria. Click the black down arrow to the right of the Search box.

You can search by:

1. Name (this is the default)

2. ID Number (internal MDC ID number)

3. Home Phone (enter 7 or 10 digits)

4. Cell Phone (enter 7 or 10 digits)

5. Chart Number (user defined chart number)

6. SSN (enter 9 digit ssn)

When working with a selected Patient, you have three different views.

1. Patient Demographics (the screen shown above)

2. Patient Claims

3. Patient Register

To modify the Patients’ demographics, click the Edit button in the upper right corner of the screen.

Other buttons available when working with Patients are:

1. Statement – Pulls up this Patients’ Statement

2. Information Sheet – Pulls up this Patients’ Information Sheet

3. Notes – Opens the Extended Notes screen.

* To format the Patient Statement and the Patient Information sheet, you need to use the Create Forms activity.

Missing Demographic Information

Yellow items in the Patient Demographic screen indicates missing data required for the CMS-1500 form. Many of these fields are required to complete the form correctly. You can customize each payer to show or not show the missing data fields. For example, the patient referring physician may be required to complete a claim form. You can specify this in the Payer setup. If the referring physician field is blank, the field will be shown in yellow and you will receive a warning when you record the claim. See the section on Payer Setup for more information.

You can have MDC warn you of these missing data items or you can turn off the warnings. To turn of the missing data warnings, see the Edit Menu – Preferences.

Window Menus

Similar to most Windows applications, M.D. Complete uses menus at the top of the screen to navigate in and around the program.

File Menu

· New – Create a new Patient, Provider, Payer, Facility, Code, Reminder

· Open Form – Opens a custom form. You must have the Create Form screen open

· Save Form – Saves a custom form

· Save Form As – Saves a form using a new name

· Print – Prints the current report/list

· Print Preview – shows a preview prior to printing

· Print Forms

o Insurance Claim Forms – shows the claim print queue and allows printing

o Patient Statements – shows a list of patients and balances and allows bulk printing of statements

o Patient Invoices/Credit Memo – shows a list of queued invoices and credit memo

o Custom Forms – allows printing of custom forms

· Users – Allows adding of users and setting security for each user

· Practice Information – View/Modify information about your practice/corporation.

· Select/Create Database – Selects and existing database or creates a new database.

· Register – Registers MDC on the computer and removes the demo mode

· Upsize MDC – Upsize from the legacy version of M.D. Complete

· Exit – Exit the program

Edit Menu

· Delete – Used to delete a claim or payment/adjustment

· Delete Form – Used to delete a custom form. You must have the Create From screen open

· Cut – Used to cut an appointment from a time slot. Use CTRL-V to paste to another time slot

· Copy – Places the selected text into the computers clipboard

· Paste – Used to paste a cut appointment into a new time slot

· Select All – Used to select all items in the current list/report

· UnSelect All – Used to unselect all items in the current list/report

· Field Chooser – Used to select fields for the current list/report

· Find – Used to find specific MDC data

· Preferences – Set specific MDC settings or HCFA settings

· Scheduler Setup – Used to setup the scheduler

View Menu

· Close All Screens – Closes the current patient or payer

· Customize Colors – Changes the color scheme of MDC

· Set Startup Screen – Sets the initial screen that should open when starting MDC

· Reset Screen Positions – Sets all the screen positions to their default setting

Lists Menu

Selecting lists from the lists menu will float the list over the main screen. This is useful when creating claims and you need to have one of the Code lists open for searching for specific codes. These lists are generally the same as though provided when you click the Lists Icon in the toolbar. However, you can create unique settings for these lists in terms of the fields that are visible and the field sizes.

· Patients

· Providers

· Facilities

· Insurance Carriers

· CPT Codes

· ICD-9 Codes

· Reminders

Activities Menu

· Post Claims – This menu item is not visible if you are posting claims automatically

· Electronic Remittances – Allows posting of 835 remittance files

· CPT Manager – Allows importing of CPT codes from a master CPT CD

· ICD9 Manager – Allows importing of ICD-9 codes from a master ICD-9 CD

· Office Scheduler

· Calculator

· Custom Forms – Loads the custom form application

Tools Menu

The tools menu is only available when the custom forms application is loaded.

Reports Menu

· Transaction List – Displays a list of transactions for a given time period

· Day Sheets – Prepares a report of claims, payments, and adjustments for a given time period

· Payment Summary – Display a report of payments that have been received for a given time period

· Patient Receivable – Displays the aging information for all patient accounts

· Insurance Receivables – Displays the aging information for all payer accounts

· Unapplied Payments – Displays all payments that have not been applied to a specific charge line of a claim

· CPT Use and Efficiency – Displays a report of the charges for each procedure along will the amount received.

· Patient Diagnosis History – Displays a report of the diagnosis history of a selected patient. The report can be filtered by date, provider, and facility.

· ICD9 Usage – Displays a report of the frequency of diagnosis codes for a selected time period

· Claims Files – Displays a report of when claims were files for a selected time period

· Printed Statements – Displays a report of when patient statements were printed. The report can be filtered by date and patient.

· Printed Invoices/Credit Memo – Displays a report of when patient invoices or credit memo were printed.

Help Menu

Displays this help menu.

Displays version and copyright information about M.D. Complete

Using Lists

MDC Lists include the following

· Patients

· Payers (Insurance companies)

· Providers

· Facilities

· CPT Codes

· ICD9 Code

· Modifiers

Lists can be viewed in one of two ways.

1. Click the Lists icon on the Toolbar of the main screen. This shows each list as an embedded screen. Click the tab of the list that you are interested in.

2. Click the lists menu on the Menu Bar. Then select the list that you want. When you select lists from the List Menu, The lists will float over the top of the current screen. This is most useful when you are creating claims and you need to have the CPT and ICD9 code lists available to look up particular codes.

Field Chooser

MDC provides a set of default columns for each list. To add or remove columns to each list, click the Fields button or select the Edit Menu – Field Chooser.

Place a check mark next to the column that you want displayed in your list. You can also re-arrange the columns by selecting a column and clicking the Move Up or Move Down buttons.

Some fields are mandatory and cannot be removed or re-arranged (shown as a grayed out field).

Sorting Lists

You can sort each list by clicking on the column header of the list. You can sort by any column. Clicking a second time will sort in reverse order.

Copy/Paste

To easily move your MDC data to another program, you can use the Copy/Paste functionality in Windows. From any list or report, select the items that you want to copy. To select multiple items, hold your CTRL key down while left clicking. You can also select Edit Menu – Select All. Then select Edit Menu – Copy or press the CTRL-C key. Now open the program that will receive the copied information (such as Excel). Paste the information into Excel using the CTRL-V key.

Tips and Tricks

Popup Menus

Many of the drop lists in MDC contain popup menus that allow you to view or modify the contents of the selected item in the list. For example, when view the patient primary insured information, you can right click your mouse on the drop arrow of the selected payer to get setup information about the payer.

Click the Edit selection from the Popup menu to view or modify the information for this payer.

This popup feature is available for all Patient, Payer, Facility, and Provider drop lists.

Entering Dates

Dates can be entered using the following formats:

· mmddyy

· mmddyyyy

· mm/dd/yy

· mm/dd/yyyy

· mm-dd-yy

· mm-dd-yyyy

When entering a 2 digit year for birthdates, the cutoff for showing 1900 or 2000 is 15. For example, 041814 results in 04/18/2014 and 041815 results in 04/18/1915.

When entering dates that are not birthdates, the following keys are active:

· Space Bar – inserts the current date (if the date field is blank)

· Up Arrow or + Key – Adds one day to the displayed date

· Down Arrow or – Key – Subtracts one day from the displayed date

Entering Phone Numbers

You can enter a phone number as a 7 digit or 10 digit number. If you enter the phone number as a 7 digit number, the default area code is assumed and will be inserted in front of the 7 digits. To set the default area code, see the Practice Information screen.