Medisoft Advanced Patient Accounting

Treatment Plans: Create treatment plans for insurance approval and easily track allowable visits.

Remainder Patient Billing: Includes reports that automatically generate billing statements that ensure what is billed is what is owed after insurance payments, and track aging account status.

Deposit List: Post payments that span different patients and dates all from one screen. Record payments, and then apply payments to the correct patient ledgers.

Payment Application Window: Enter deposits outside the transaction entry screen. Display payment and adjustment codes above the relevant columns. Display primary, secondary, and tertiary carriers. Print secondary and tertiary claims directly from the Payment Application window. Print statements directly from the Payment Application and Quick Balance windows.

Make Completed Claims Done Capability: Automatically mark a claim status as "Done" when a carrier has made its final payment for all transactions in that claim. In other words, when a carrier makes payment for the last transaction of a claim, and that payment has been applied and marked "Complete," the program will automatically change the status of the claim to Done for that carrier. This is reflected in Claim Management in the respective Status field.

Mark Paid Charges Complete Capability: Automatically mark transactions as "complete" for a payer when payment is applied, so that it's obvious that the patient needs to be billed.

Security Setup: Allow access to program functions by levels for users.

Allowed and Disallowed Amounts: Establish allowed and disallowed amounts for specific procedures, by insurance company, which are then automatically used in calculations.

Save Defaults: Automatically save default values that can be repeated in future patient information data entry.

Quick Ledger: Display patient ledgers by pressing F7 or the speedbar nearly anywhere in Medisoft.

Quick Balance: Display patient balances by pressing F11 or the speedbar nearly anywhere in Medisoft.

Billing Charges: Set up codes to automatically apply interest and other charges related to billing.

Billing Payment/Status Report: Generate reports for each transaction, by payment status.

Insurance Analysis Report: Break down and report volumes of business with all carriers that have been billed.

Referring Provider Report, Referral Source Report: Track sources of patients.

Statement Management & Wizard: Track and manage all patient statements from one screen. Customize paper and electronic statements, add dunning messages to encourage patients to pay their past due balances.

Color Coding: Color-code patient accounts to flag such issues as past due accounts Color code transactions in Transaction Entry and Quick Ledger to make reading a patient's ledger easier, use six other user defined payment characteristics.

Claims Reprinting: Select multiple claims to print or reprint regardless of status, batch number, or carrier.

Export Deposit Lists: Export a deposit list to Quicken® or Microsoft® Money.

Customize Transaction Entry Grid: You decide what gets entered and in what order.

Superbills: Print and track serialized superbills directly from MediSoft. Print a Superbill Tracking Report that tells you whether or not a superbill has been billed.

Custom Tabs: Design custom tabs in the Patient/Guarantor window to include custom data entry fields. Hide tabs in the Case window that your office doesn't use.

Search Patient Records: Quickly search for a patient record by right-clicking on a column heading in any window that contains a grid and selecting Locate.

Print Grid Access: Save time in creating custom reports from any window by selecting the columns your want to appear on the report and printing. Great for patient receipts or walkout statements.

Report Security: Protect your data by applying security permissions to reports.

Deposit List Display Enhancements: Choose how to display the Deposit List - sorting options have been expanded in the Sort By field dropdown list, which now includes Amount, Date-Description, Date-Payor, Insurance Code, Patient Chart, and Payor.

Quick Receipt Access: Print a Quick Receipt in Transaction Entry or a Quick Statement in Quick Ledger.

Title Pages: Print a title page for every report. This is helpful when users don't get around to looking at the report right away or it is filed to reference later.

Easily Add Messages to Statements: Improve collections by adding individual or global messages to Statement Processing statements.

Toolbar Customization: Customize your toolbar by adding a button to access any executable program on your computer.