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 the main menu.
By default, the last practice opened will open automatically when you start Medisoft. If you have multiple practices you can switch between them by clicking OPEN PRACTICE.
03. In the first field enter the practice name.
04. In the second field enter a short name that easily identifies the practice being created.
05. When ready click CREATE.
06. The program will ask you to confirm by clicking YES.
07. Next a blank PRACTICE INFORMATION window will appear (Skip to step 02 in the next section).
PRACTICE INFORMATION:
01. From the main menu, click FILE, then PRACTICE INFORMATION.
02. Enter the PRATICE NAME, STREET, CITY, STATE, and ZIP-CODE.
03. Note; for 5010 the full 9-digit zip-code is required.
04. Enter the PHONE and FEDERAL TAX ID.
05. Select; INDIVIDUAL or GROUP, PERSON or NON-PERSON, and a TYPE (see 06, 07, and 08 below).
06. GROUP practices have both individual provider NPI(s), and a group practice NPI.
07. PERSON practices are typically single-provider practices that use the provider’s name as the practice name.
08. TYPE allows for the following practice type choices: ANESTHESIA, CHIROPRACTIC, and MEDICAL.
09. Much of the above entered information will appear in Box 33 of a paper claim form.
10. Next click on the PRACTICE IDs tab (and skip to step 03 in the next section).
PRACTICE IDs:
01. To edit IDs which will appear in Box 25, 33a, and 33b, in the main menu select FILE then PRACTICE INFORMATION.
02. Next select the PRACTICE IDs tab.
03. This tab is where IDs such as NPI, TAX ID, TAXONOMY CODE, LEGACY IDs, for the practice are entered.
04. This grid allows you to setup different rules on how the program populates ID fields.
05. To start you will need to create at least one entry, by clicking NEW.
06. In the first new entry you should enter at least the NATIONAL PROVIDER ID and TAX IDENTIFIER or SOCIAL SECURITY NUMBER. If you know the TAXONOMY code you may enter that as well. By leaving all other options blank, it tells the program to use those IDs for all claims, unless another over-riding entry is made in the grid. When finished click OK, then SAVE. It should look something like the first line of the example on the previous page.
07. If a particular insurance carrier wants different IDs than what was setup in the first entry, you can add another entry making sure to select that INSURANCE CARRIER. Any specific entries where a Provider, Provider Class, Insurance, Insurance Class, or Facility are selected will over-ride the “all, all, all” entry. An example of this can be seen on the previous image. In that example, the second line will take precedence over the first line when the insurance claim being printed or sent electronically is MCR. Note, you may have to come back to this section if the insurance carriers have not yet been added to Medisoft. Also note, the LEGACY IDENTIFIER 1 field populates Box 33b.
08. Click OK to Save.