How To

PREREQUISITS On any workstation (including the server) that will use Revenue Management, adjust the following settings. You can search for the following settings via the

Patient Payments in Medisoft There are two ways to enter patient payments in Medisoft; Directly in Transaction Entry, or via Deposit entry. First let’s take

There are two different ways to enter Insurance Payments in Medisoft, (1) on a case-by-case basis, or (2) in bulk via “Deposit Entry”. The first

SCHEDULING & RESTORING BACKUPS IN MEDISOFT Backing up your data is very important!  You can schedule backups to run automatically in Medisoft.  Please note however,

Placing a Taxonomy code on a claim will vary depending on the method, paper or electronic, and if electronic, may still vary further depending on

To get a CLIA number to print on claims, you just need to verify or add the CLIA Number to your Facility entries, then use

To print a Superbill in Medisoft, first go to the appointment scheduler. This can be accessed by going to “Activities”, then “Appointment Book”. To print

Medisoft claim processing for both print and electronic claims depends on a series of flexible rules that you define on the various ID grids in

1. On the main menu, click ACTIVITIES, then CLAIM MANAGEMENT or the second button from the left under the main menu.  2. The following window

To create claims that can billed to Insurance Companies, you will first need to enter the charges (Procedures or services performed on patients) in the