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MEDISOFT – How To Use List Only When Viewing Collection List
List Only If you click the List Only button the following window will appear. You can utilize this feature to limit the ticklers that are displayed. Once you have made your selections, click Apply....
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Medisoft How To Enter Insurance Payments Part 3 of 3
12. We will now focus on the columns used to apply the payments and adjustments as listed on the EOB. Payment: In the payment column, enter the actual amount paid by the insurance carrier. An entry...
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Medisoft Deposit List Screen
Deposit List The Deposit List is a feature that is only available in Medisoft Advanced and Medisoft Network Professional. This feature will allow you to quickly apply an EOB to multiple patients. It...
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Medisoft Transaction Entry Buttons
Transaction Entry Buttons Transaction Entry has various buttons at the bottom of the screen. These buttons perform the following functions: Update All: The Update All button is used to update the...
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How To Enter a Deductible Entry In Medisoft
Deductible Entry Many patient health plans include deductibles. Deductibles are amounts that must be paid by the patient before the insurance carrier will begin to make payments for medical care....
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How To Enter An Adjustment Entry In Medisoft
Adjustment Entry Adjustments are used to either increase or decrease the balance on a patients account. This can be done for many reasons. Refund – (Positive Adjustment) When a patient is in need of a...
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Medisoft Transaction Notes Entry
Transaction Notes You have the ability to enter notes specific to a certain transaction. When viewing the Transaction Entry screen with the default grid settings, the first field along the left side of...
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Medisoft Transaction Entry Screen Custom Grid Display Configuration 4
Transaction Entry Display Configuration Now that you understand the reference fields at the top of transaction entry, you are ready to configure the transaction entry portion of the screen to meet your...
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Medisoft Office Hours Professional and Medical Billing Process
Medisoft Office Hours and the Medical Billing Process Office Hours and Office Hours Professional are critical pieces in the patient billing process. Office Hours Professional offers you the ability to...
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Medisoft Office Hours Professional Configuration Setup Options
Introduction To Medisoft Office Hours Professional Medical Scheduling Software After completing the data entry outlined in Getting Started, we are ready to begin data entry and use of the Medisoft...
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Medisoft Case – EDI Tab Settings
EDI Refer to your EDI documentation for detailed descriptions on the functionality of these fields. Some insurance companies and or insurance clearinghouses have unique information requirements and...
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Medisoft Case – Comment Tab Settings
Comment Allergies and Notes: This is a reminder field entry box only. Enter any special conditions for the patient. Data entered here will appear in pop-up windows in Transaction Entry and/or Office...
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Announcing Medisoft iPhone App and Medisoft iPad Apps
New mobile ipad, iphone apps for Medisoft in version 18 sp2 to be released soon. Now enter superbills and appointments on your ipad or iphone and the info will show up on the office database. To be...
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Medisoft Case – Multimedia Tab Settings
Multimedia The Multimedia tab allows you to attach multi-media files of various types to a case. One of the most common uses for this tab is attaching images, such as pictures or scanned insurance...
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Medisoft Case – Medicaid and Tricare Settings
Medicaid and Tricare Similar to the Condition tab, the Medicaid and Tricare tab contains information that will affect both paper and electronic claims. For specifics on these situations, refer to the...
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Medisoft Case – Misc Tab Settings
Miscellaneous Outside Lab Work: By selecting the check box for Outside Lab Work, you indicate that the patient has received outside lab work and the Lab Charges field should be completed. Lab Charges:...
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Medisoft Case – Condition Tab Settings
Condition The condition tab contains various fields related to the patient’s condition. Most of these fields are necessary for insurance billing in certain situations. We will not discuss each of these...
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Medisoft Case Policy 1 Policy 2 Policy 3 Tab Settings
Policy 1 The Policy 1 tab is where you enter the patient’s primary insurance information. Many of the fields included on this screen are similar to those included on the Policy 2 and 3 screens, with...
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Medisoft Case – Diagnosis Tab Settings
Diagnosis Default Diagnosis 1-4: Medisoft offers you the ability to assign default diagnosis codes to patient cases. Transactions entered into this case will automatically be assigned any diagnosis...
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Medisoft Case – Account Tab Settings
Account Assigned Provider: The Assigned Provider is another required field. Because the Case is used to hold related groups of transactions together, each of those transactions must be linked to a...
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