Statement Management
You can now manage statements in much the same way you’ve
been able to manage claims.
Statement Wizard
Customize paper and electronic statements through the
Statement Wizard.
Remainder statements to let you bill a
patient for any amounts remaining
after all their insurance has paid.
Patient Flagging
You can color code patient records for a variety of reasons
you set yourself.
Color Coding of transactions in ledger
window and in transactions window
Claims Collection Reports
Four new reports are available that show what was billed to
the carriers and patients. They also include some status
information about the claims or statements that were sent.
Unapplied Reports
The Unapplied Payment/Adjustment report lists any payment or
adjustment that has an unapplied amount. The Unapplied
Deposit Report shows any deposit that has an unapplied
amount.
View only Remainder Balance in Deposit List
In the Apply Payment/Adjustments to Charges window, a Show
Remainder Only check box, when checked, lets you display
only the charges for which all responsible carriers have
been marked as paid. This check box is available only for
patient payments.
Apply Payments Automatically to Oldest Balance
When applying patient payments, you can have the program
apply the payments to the oldest transactions first.
Export to Excel, CVS, etc.
You can export information from the program to a CVS file
when printing the grid in the list windows. See Print
Report Where?
Print Grid Enhancements
You can choose which fields print, the length of the fields,
and the captions of the column headings using the Print Grid
Feature.
Print Face Sheet
Print a face sheet for the selected patient.
Facility Field in Transaction Entry
Using the Grid Columns function, you can add a read-only
Facility field to Transaction Entry.
Display Code Descriptions in Transaction Entry
New fields have been made available to display procedure or
diagnosis code descriptions in Transaction Entry. These can
be added through the Grid Columns function.
Security features to protect sensitive
accounting information.
Audit files and an audit report to identify
changes and deletions in billing
data.
Custom patient data screen to store extra,
user-defined information.
Cascade insurance billing to hold claims
for secondary and tertiary carriers
until the prior carrier has paid or responded.
Referral source report to identify the
source of new patients.
Referring physician report to pinpoint
valuable referral sources when a
practice depends on physician referrals.
Billing/payment status report to help
office staff track the billing and
payment progress on each charge.
Multiple fee schedules to help you charge
the right price for every
procedure, automatically.
Bank deposit entry and deposit report to
enter deposit information into
MediSoft and use the information to print a deposit report.
Billing charge to automatically create a
billing charge on past-due
accounts.
Enter and view all types of transactions in one
window - charges, payments,
and adjustments.
Customize your transaction entry grid. You
decide what gets entered and in
what order.
View charge information for any transaction
entered by clicking on the
Charge tab. The charge tab shows you the responsible party,
who was billed,
and the amount that has been paid on that transaction.
Print serialized superbills directly from
MediSoft. This allows you to track
each superbill to ensure billing is complete and each
encounter form is
accounted for. You supply the starting number and MediSoft
serializes each
document automatically. Those superbills can be tied to
transactions so you
will know that each one has been processed.
Track your serialized superbills using
MediSoft's new superbill tracking
system. After you print a superbill for a patient, you can
track whether or
not charges on that superbill have been entered in
Transaction Entry. If you
have entered charges for a serialized superbill, then the
program will mark
it as billed. You can also print a Superbill Tracking Report
that tells you
whether or not a superbill has been billed.
Design your own custom tab in the
Patient/Guarantor window to include custom
data entry fields. This information can be used to keep
track of
patient-specific information not found in MediSoft by
default. The
customized fields can also be used in specialized reports
and forms, such as
the UB-92 form. This feature replaces the old Custom Patient
Data Screen.
