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Medisoft Network Setup Install Step 1

  Network Setup While this course will not go through specifics of network setup and configuration, we will introduce you to some preliminary setup tools and troubleshooting tips that will help you...

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Medisoft Network Professional Implementation Guide

Medisoft Network Professional Implementation Guide     Log into the server Create a folder called “Medisoft Installables” and give it full Sharing and Security permissions.  Create a folder within...

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Medisoft UB04 Institutional Billing Setup

UB04 Beginning with v14, Medisoft has the ability to bill paper UB04 claims. The UB04 is a standard insurance claim form used for institutional billing. The UB04 form is used by hospitals, nursing...

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Chart Number Hot Key For Medisoft

Medisoft Chart Number Hot-key New with Medisoft version 15, a new shortcut has been added to automatically populate the last accessed patient’s chart in a chart number field. For example, if you go to...

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Medisoft Patient Quick Entry

Patient Quick Entry Patient Quick Entry is a feature designed to redefine the way Medisoft is used. Each office has its own needs. Data entry needs vary from state to state and from insurance carrier...

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Medisoft Practice Setup Step 1 Practice Creation

Medisoft Practice Setup Introduction Once the Medisoft program has been installed, the office will need to go through and do a large amount of preliminary data entry before they will be able to begin...

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Medisoft Practice Setup Step 2 Program Options

Program Options After creating a practice, you will need to set up the program options for that practice.  The program options will govern how the Medisoft program will react in certain situations.  It...

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Medisoft Practice Setup Step 3 Default Printer Setup

Default Printer Setup Users can specify default printers for Superbills, Claims, Statements and Reports.  When any of these items are printed, Medisoft will automatically select the printer that was...

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Medisoft Practice Setup Step 4 Security Profile Setup

Security Profile Setup After you have made your preliminary program option selections, you will need to create your security profiles.  This is done by clicking the File menu and Security Setup.  The...

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Medisoft Practice Setup Step 5 Global Login

***Note; a word of caution is in order.  Global Login feature has had problems in the past versions of Medisoft, especially when used in a Terminal Server environment.  Use at your own risk. *****...

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Medisoft Practice Setup Step 6 Provider Setup

Provider Setup After setting up your security profiles, you will now need to begin entering various items into the Medisoft program. Normally, the first data entered is the Provider information. When...

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Medisoft Practice Setup Step 7 Provider Class Setup

Provider Class Setup Provider Classes allows you to run more effective reports based on provider information. Provider classes are designed to let you filter for a group of providers that are not...

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Medisoft Practice Setup Step 8 Referring Provider Setup

Referring Provider Setup After setting up the providers in your provider list, you will need to set up your Referring Provider list. The Referring Provider list contains a list of doctors who refer...

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Medisoft Practice Setup Step 9 Insurance Carrier Setup

Insurance Carrier Setup After setting up your providers and your referring providers, you will need to enter your insurance carriers. You will not have a comprehensive list of the necessary insurance...

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Medisoft Practice Setup Step 10A Procedure Charge Setup

Procedure/Payment/Adjustment Setup When talking about Procedures, Payments, and Adjustments, we are talking about items that are going to affect your Accounts Receivable in some manner. This chapter...

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Medisoft Practice Setup Step 10B Payment Setup

Payments Payments are used to lower the practice’s Accounts Receivable amount, while registering a positive cash flow into the office. Like charges, there are different types of payments that will be...

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Medisoft Practice Setup Step 10C Adjustment Setup and Other Misc Writeoffs

Adjustments Adjustments are used to either raise or lower the accounts receivable total for the practice without adding either charges (services or products rendered) or payments received. Adjustments...

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Medisoft Practice Setup Step 11 Diagnosis Code Setup

Diagnosis Code Setup Diagnosis codes are used to identify what is wrong with the patient. Similar to Procedure Charges, there are specific codes used to identify the conditions to the insurance...

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Medisoft Patient or Guarantor Setup

Patient/Guarantor Setup After going through the initial setup steps, you are now ready to start entering patient information into Medisoft. There are other lists and entry items that have not yet been...

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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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