RECORD KEEPING MADE EASY
________________________

Know instantly:

- if an overpayment is due you
- if the check you received today from the insurance company is yours
  to keep or merely to forward to the provider
- if payments were properly paid and credited
- which payments are overdue
- your current balance with your providor
- the history of the claim

________________________________________________________________________

Installation Instructions
-------------------------

From Dos type: cd\
(and press Enter)
               mkdir medtrak
(and press Enter)
               cd\medtrak
(and press Enter)
Insert each of the tree diskettes into your A drive and type:
               copy A:*.*
(and press Enter)
After you have copied all three diskettes to your C drive, type:
               medtrak1
(and press Enter)
               medtrak2
(and press Enter)
               medtrak3
(and press Enter)

After all three files have dissolved, type:
               erase medtrak1.exe
(and press Enter)
               erase medtrak2.exe
(and press Enter)
               erase medtrak3.exe
(and press Enter)

________________________________________________________________________

To start the program type:
--------------------------
         cd\medtrak
(and press Enter)
         demo
(and press Enter)

The main menu will appear with your cursor positioned on Video Setup.
Press F1 to bring up a short help description.
Press F1 again to bring up a FULL ONLINE TUTORIAL. It is 14 pages long.
Press F9 to bring up a table of contents for the manual.

Although it is highly recommended to fill in providors' names and all
family members' names before entering payment information, it is not
necessary - if you spell the names EXACTLY the same way at all times.

You may enter all information in the payment information screen.
Choose Step 3. Enter payment information. Press the Insert key.
A fresh screen will appear with today's date.
Adjust the date if necessary.

Type in the provider's name or press ENTER at the Provider name field.
A window will open.  Scroll through the list of all known providers.
Position yourself at the name and press ENTER. If the name you want is
not on the list, press the ESCape key. Another window will open allowing
you to key in the provider's name. Enter the name in lower case - the
first letter will automatically be capitalized. Press F10 when complete.

Do the same thing for the family member field.

Fill the description of service (optional), service charge,
insurance payment information, the date of your last
bill (optional), the amount the provider of the service reimbursed
you in the event of any over-payment, and any notes (optional).

If the insurance submission and receivable dates are not accurately
filled in, the analysis reports will not be correct.
(In your mind substitute insurance company 1 with one company,
insurance company 2 with another company, and
insurance company 3 with a third irregardless of which company is
primary or secondary for that patient.)
Suppose you have ABC insurance company and your spouse has XYZ
insurance company.
ABC insurance company is your primary and your dependents' secondary and
XYZ insurance company is your dependents' primary and your secondary.
Pick one style. Either always fill in on all screens for all patients:
1) XYZ's information as INS #1 and ABC's information as INS #2
OR
2) ABC's information as INS #1 and XYZ's information as INS #2.
Press F10 when complete.

If you have made any payments, press the PageDown key.
Press the Insert key and record all information.  Only the
date and amount are required.
If for example, you mailed check number 1111 for $100 to DR. X, and
$45 was due for this visit and $55 for another,
you would record check number as 1111, amount as $45, and $100 for
full amount.  Press F10 when complete.

If you have additional payments, press the Insert key and fill in
each one separately.  Press F10 when complete.   Press the PageUp
key to return to the top portion of the screen.

You may use the up and down arrow keys to move through the database,
or use Previous and Next in the Record menu.

You may search for any record by provider name, family member name, or
date of service. Hold down the Alt key and press S or tab to Search
under the Record menu.

You may change or add information to a record by holding down the Ctrl
key and pressing Enter, or by choosing Edit in the Edit Menu.

You may delete a record by pressing the Delete key
or by choosing Delete in the Edit Menu.

________________________________________________________________________
Reports:
________

Reports come in two flavors: Overview and Detail.
Within the Overview flavor there are four reports:
1. Summary by Provider.
How much is currently owed to the provider.
2. You must pay.
How much do you now owe and must pay the provider now that the insurance
companies have processed the claims.
3. Claims status.
I can give you a feel for how much of original charges are being paid
each step of the way for each family member.
4. Deductable met.
How much of of your deductable is being met for each insurance company
for each family member.

Within the Detail flavor there are six reports and an adhoc report
generator:
1. Detail.
Just a dump of everything in the database.
2. Balances.
A report of charges and payments made, by patient, by service date for
a particular provider.
3. Overpaid.
A detail report, by service date of any overpayments made to the provider.
4. Overdue.
A detail report, by service date of any charges that are overdue.
Those charges with the largest number of days overdue appear first.
You are prompted for a cutoff number od days. If for example, you specify
30, you will see all charges that are 30 days or more overdue.
5. Adhoc.
An adhoc report generator. Details are in the online manual.
You may write selected information to the screen, printer, or
disk file.
6. Insurance submit.
Which claims have I submitted to insurance let's say 60 days ago
and have not received back yet?
7. Provider submitted.
You want to look at a report of charges and payments made,
by patient, by service date for a particular provider but specifying
the number of insurance companies that completed the claim.
For example, you can ask to see all claims for "Dr. Joe", where
your first insurance company finished the claim, or to see
all claims for "Dr. Smith", where both insurance companies
finished the claim.
________________________________________________________________________
Helpful Hints
_____________

1) Make 3 copies of your receipt.
2) Submit the original receipt to your first insurance company.
3) Record all information in MEDTRACK, file one of the three copies
   away in a folder and write the date you mailed it on the copy.
4) File the remaining two copies away in a second folder.
5) When the EOB comes back from the first insurance company make 2 copies
   of the EOB.
   Pair off the 2 copies of the EOB with the 2 copies from step 4.
   Mail 1 set (EOB copy and receipt copy) to the second insurance company,
   record the information in MEDTRACK, write the date you mailed them on
   your second set, and return them to the second folder.
6) When the EOB comes back from the second insurance company record the
   information in MEDTRACK.
