Duplicate Patient Checking
With more and more patients refusing to provide Social Security Numbers, duplicate records are on the rise. That can create all sorts of problems with
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Auto-Assign Statement Notes
Transaction documentation now includes 3 note fields instead of 1! Users can enter notes into separate internal, statement, and other note fields. Don’t worry, your
How to add a facility in Medisoft
01. To add a new Facility, or edit an existing record, go to LISTS then FACILITIES. 02. If you want to edit an
How to add a referring provider in Medisoft
01. To add a new Facility, or edit an existing record, go to LISTS then FACILITIES. 02. If you want to edit an existing record, highlight it
How to setup a new practice in Medisoft
01. Begin by double-clicking the blue Medisoft icon on your desktop. 02. To create a new practice data set in Medisoft, click FILE then NEW PRATICE in
How to setup users and permissions in Medisoft
By default, a new practice created in Medisoft will not have any login requirements, and will open without having to enter a username or password. You
How to add a new provider in Medisoft
01. To enter a new provider, or edit an existing record, go to LISTS then PROVIDER, then PROVIDERS. 02. If you want to edit an existing record,
How to setup Program Options in Medisoft
01. From the main menu, click FILE then PROGRAM OPTIONS. 02. The GENERAL tab is the first to appear. Here you can change settings related to backups, startup,
Insurance Card Scanning
You asked for it, and we delivered. Insurance card scanning is now available in Medisoft V23. Now you’ll have a copy of the patient’s current
Timely Filing Calculator
Timely filing denials are probably the most frustrating rejection a practice can receive. But since every payer operates on its own filing deadline schedule, it
