Toll Free: 1-888-691-8058 | Email to: info@medicalbillingsoftware.com
Medisoft Demo
Free Download ⇓

Medisoft V17

Beta Release Notes

Enhancement: Electronic Transaction Reporting

Medisoft® Version 17 (v17) includes four new reports to help you manage electronic transactions related to verifying your patients’ insurance eligibility and submitting claims to insurance providers.

The reports include:

Appointment Eligibility Analysis - Detail

Appointment Eligibility Analysis - Summary

Electronic Claims Analysis - Detail

Electronic Claims Analysis - Summary

Each of these reports offers several filters for controlling the information that shows. In addition, several summary values appear on each report so that you can see the information at a glance.

Enhancement: Audit Reports

Medisoft v17 includes a feature that allows you to track the reporting and exporting of data when you generate audit reports. A new option on the Audit tab in Program Options allows you to turn this feature on or off. It is turned on by default. Certain reports or grids that are printed or saved to disk will be audited. Note: Previewed reports will not be audited.

The following types of information are included as part of the audit reports:

Data grids

Custom reports, including claims and statements

When printed from either Transaction Entry or Statement Management, but not the Report menu or Report Designer, the audit reports include.

Medisoft reports

Office Hours data

Final Draft reports or data printed or saved to disk

Internal reports

Statements

Eligibility information

Enhancement: BillFlash Integration

BillFlash integration applies to the Medisoft Advanced and Network Professional programs.

Medisoft now uses BillFlash to print and mail patient statements. With Medisoft v17, you can enroll in BillFlash directly from within Medisoft, as well as upload your statement files directly from Medisoft automatically. You can view and approve statement uploads to BillFlash by clicking links from within Medisoft. For more information on BillFlash and to learn how to enroll, go to www.BillFlash.com.

Within Medisoft, you can control several aspects of what prints on your statements, including which credit cards you accept, service messages you want to print, printing of account summaries and aging, and printing up to six messages to appear on statements. For more information, go to the Program Options - BillFlash tab.

Options on the Activities, BillFlash menu allow you to enroll with BillFlash, view and approve statements that have uploaded to BillFlash, see your account settings at www.BillFlash.com, and view reports such as the Disposition report. Each one of these menu options will open a different page on the BillFlash website.

The following windows in Medisoft have quick access to the eView page of the BillFlash website via a new View eStatements button. (In addition, when a patient is selected and Ctrl + F7 is clicked, the eView page will open for any statements for that patient.)

Patient List

New/Edit Case

Quick Ledger

Guarantor Ledger

Apply Payments (through Transaction Entry)

Collection List/Tickler

Edit Statements

Deposit List

Apply Payments

Transaction Entry (note that Calculate Totals has been moved.)

HIPAA X12 Version 5010 (ANSI 5010)

The following are changes made to Medisoft v17 to accommodate the upcoming change from the Health Insurance Portability and Accountability Act (HIPAA) American National Standards Institute (ANSI) Accredited Standards Committee (ASC) X12 version 4010A1 to ASC X12 version 5010 (referred to as ANSI 5010), as well as the National Council for Prescription Drug Programs (NCPDP) version 5.1 to NCPDP version D.0.5010. ANSI 5010 and NCPDP version D.0.5010 are new sets of standards that regulate the electronic transmission of specific healthcare transactions, including eligibility, claim status, referrals, claims and remittances. Covered entities, such as health plans, healthcare clearinghouses and healthcare providers, are required to conform to ANSI 5010 standards.

These changes include new windows/tabs, restructured windows or moved fields, menu changes, new fields, additional options, and other changes.

New Windows or Tabs

There are three new windows or tabs.

Edit Claim window, new EDI Note tab (for Claim level notes)

The EDI Note tab has been added to the Edit Claim window. Information on this tab is pulled from the Case Window, Comment tab. This tab allows you to change various note information at the claim level so it does not affect the data in the case record itself. For more information on this tab, see the EDI Note tab.

EDI Notes and List windows (for Transaction Line Item notes)

A new EDI Notes window will allow you to enter notes of various types for electronic transmission. The corresponding List window will open when the new EDI Notes button is clicked during Transaction Entry, Patient or Guarantor Ledger, or Unprocessed Transactions.

From this window, you can create or edit EDI Notes using the EDI Note window.

You can use the EDI Note window to enter four different types of notes. Depending on your selection in the Note Type field, the fields will change. For more information, see EDI Notes. This change eliminates the need to type notes with delimiters in the Transaction Documentation window.

On the Transaction Entry and Patient Ledger windows, you can see if there is an EDI note associated with a particular line item by adding the EDI Notes column, using the Grid Columns window.

Note: This column will NOT display by default. When you add it, the Caption will be EDINotes and the Width will be 4; however, after clicking it, the Caption will simply be E with a width of 2. If you attempt to change it back to EDINotes, it will return to E automatically.

Warning: You must close any open EDI Notes windows before you can return to Transaction Entry, Unprocessed Transactions, or the Ledger windows.

Restructured Windows and Moved Fields

Several fields have been moved, and windows have been restructured and rearranged to accommodate the moved fields.

Allergies and Notes, as well as EDI Notes, have been moved to the Comments tab of the Case window.

Condition Codes have been moved from the UB04 window, FL 4 to 41 tab to the Condition tab of the Case window to accommodate changes that allow condition codes to be used in professional claims. Condition Codes will not be copied if the user uses Copy Case.

New Fields Added

Several new fields have been added throughout the program. Below is a table describing the window where the new field is located, the field name and its purpose.

Window where the field is Field Name Purpose
located    
Practice Information, Practice Email Enter the general email
Tab   address for the practice.
Case Window, Case Policy 2 Tab Medicare Secondary Allows you to specify the
  Reason reason why Medicare
    coverage is secondary.
    Visible only if an insurance
    with Type of Medicare is
    selected.
Patient/Guarantor, Name, Date of Death Enter the date on which
Address Tab   the patient died, if
    necessary.
Patient/Guarantor, Name, Suffix Allows you to enter a
Address Tab   suffix for the patient's
    name, such as Jr.
    Windows that show the
    patient's name will now
    display the suffix as well.
Patient/Guarantor, Name, Race Select the patient's race.
Address Tab    
Patient/Guarantor, Name, Ethnicity Select the patient's
Address Tab   ethnicity.
Case Window, Medicare and Special Program Code Allows you to select any
Tricare Tab   special program from the
    drop-down list.
Provider Window, Address Tab Middle Name Allows you to enter the
    middle name of the
    provider.
Referring Provider Window, Middle Name Allows you to enter the
Address Tab   middle name of the
    referring provider.
Case Window, Policy 1, 2, and 3 Group Name Enter the group name for
Tabs   the insurance plan.
Procedure/Payment/Adjustment Purchase Service Amount Use this field to enter
Window, General Tab   amounts you pay a lab or
    other vendor for technical
    services they performed
    for you for the procedure,
    such as lab testing. This
    amount will appear on the
    Transaction Entry window
    and a summary total of
    these amounts on the
    Claim window.
Procedure/Payment/Adjustment NDC Unit Price Use this field to enter the
Window, General Tab   unit price of a drug or
    biologic.
Transaction Details Reference ID Qualifier Use this field to specify a
    qualifier for the
    Rx#/Reference ID.
Procedure/Payment/Adjustment NDC Unit of Use this field to enter the
Window, General Tab Measurement unit of measurement that
    is used for the drug or
    biologic.

Menu Changes

The option for UB-04 Condition Codes has moved from the UB04 Code Lists menu to the main Lists menu.

Additional Options

Additional Diagnosis Codes: The program now allows you to have up to 12 diagnosis codes for a case. The following fields and windows are affected:

o Program Options, Data Entry tab: Number of diagnosis codes can now be set from 4-12.

oTransaction Entry: You can now have columns for up to 12 diagnosis codes, as well as up to 12 column check boxes to specify if the code is being used for that procedure.

oUnprocessed Transactions: You can now have up to 12 columns for diagnosis codes on the List window, as well as the Edit window.

oCase Window, Diagnosis Tab: You can now have up to 12 default diagnosis fields.

Patient/Guarantor, Name, Address Tab, Sex Field: Added the option Unknown

Case Policy 1, 2, and 3 tabs: Relationship to Insured has several new options.

Other Changes

Medicaid Referral Access # field is now called Referral Access #.

Case Window, Condition Tab: First Consultation Date field is now called Initial Treatment Date.

Case Window, EDI Tab: Timely Filing Indicator field is now a drop-down instead of a free-form text field.

Case Window, EDI Tab: The EPSDT Referral Code field is now a drop-down.

Insurance Type Code: Removed this field from the EDI tab on the Case window.

Claim Filing Indicator Code: Added four new items to the drop-down:

o Dental Maintenance Organization

o Federal Employees Program

o Other Federal Program

oCommercial Insurance Co

Relationship to Insured: Items in the list have been rearranged so that values valid for ANSI 5010 are on top and legacy values for ANSI 4010 are on the bottom.

Timely Filing Indicator: This is now a drop-down with preset values, to ensure that

avalid value is always selected.

Enhancement: Revenue Management Click Reduction

Several changes have been made to the functionality and workflow of Revenue Management to reduce the number of times that the user must click to achieve the desired result. Among these changes are:

Claims will be auto-checked so that the user does not need to click Check Claims. There is a new option on the Medisoft tab in Revenue Management Preferences called Auto Check Claims. Selecting this option will enable the program to auto check the claims when the user selects Process > Claims.

Claim edit checks and Implementation Guide (IG) edit checks have been combined into one step and executed when you select Claims from the Process menu. Errors are displayed on the Claims Preview report, as well as under each individual claim.

One click removal of all claims marked with a red X has been added, eliminating the need to click Remove Claim many times. A red X icon appears next to the Remove Claim button on the Claim Preview window. Clicking this icon will remove all claims marked with a red X.

A Failed Claim report has been added that will be displayed when the Send button is selected from the Claim Preview window. This report will display all claims that were removed, eliminating the need to preview this report separately.

Claims that fail any edit and are removed from the transmission file will be written back to Medisoft and the status in Medisoft changed to Alert. Denial information will be written to the History tab in Revenue Management and the Comments tab on the Claim window in Medisoft.

The OK button that is displayed after clicking Send from the Claim file saved message has been removed. The Transmission Has Been Received button that displayed after the file was sent/received has been removed.

Revenue Management ERA Changes to Meet ANSI 5010

Changes have been made to Revenue Management electronic remittance advice (ERA) processing to handle the upcoming switch to ANSI 5010. Among these are the following:

Updates to the 5010 RelayHealth IG. These updates include:

For the 835 IG, the TRN02 element has increased size to a maximum of 50 characters.

The N407 element (Country Subdivision Code) in Loop 1000A AND Loop 1000B has been added to the 835 IG. It is situational and has a maximum length of 3 characters. It is required when the address is not in the United States of America, including its territories, or Canada, and the country in N404 has administrative subdivisions such as but not limited to states, provinces, cantons, etc.

Several new elements for Loop 1000A (Payer Identification) in the 835 IG that are not active yet but must be added. In this way, if they are received, the ERA will not be discarded. These are the following:

    POS# ID Min/Max Usage Values
          Req  
PER Payer Technical 1300   >1 R  
  Contact          
  Information          
PER01 Contact   ID 2--2 R BL
  Function Code          
PER02 Payer Technical   AN 1--60 S  
  Contact Name          
PER03 Communication   ID 2--2 S EM, TE,
  # Qualifier         UR
PER04 Payer Contact   AN 1-256 S  
  Communication          
  #          
PER05 Communication   ID 2--2 S EM, EX,
  Number Qualifier         FX, TE,
  2         UR
PER06 Payer Technical   AN 1--256 S  
  Contact          
  Communication          
  #          
PER07 Communication   ID 2--2 S EM, EX,
  Number Qualifier         FX, UR
  3          
PER08 Payer Contact   AN 1--256 S  
  Communication          
  #          
PER09 Contact Inquiry   AN 1--20 N/U  
  Reference          
             
PER Payer WEB Site 1300   1 S  
PER01 Contact   ID 2--2 R  
  Function Code          
PER02 Name   AN 1--60 N/U  
PER03 Communication   ID 2--2 R  
  # Qualifier          
PER04 Payer Contact   AN 1-256 R  
  Communication          
  #          
PER05 Not Used          
             

There are new RDM (Remittance Delivery Method) elements being added to Loop 1000B. These will be ignored in posting but need to be defined in the IG. These are the following:

    POS# ID Min/Max Usage Loop Values
          Req Repeat  
RDM Remittance 1400   1 S    
  Delivery Method            
RDM01 Report   ID 1--2     BM,
  Transmission           EM, FT,
  Code           OL
RDM02 Name   AN 1--60      
RDM03 Communication   AN 1--256      
  Number            
RDM04 Not Used       N/U    
               

There is a new DTM (Coverage Expiration Date) element for ANSI 5010. This segment explains that coverage was denied because the patient's coverage has expired. The new values are below:

    POS# ID Min/Max Usage Loop Values
          Req Repeat  
DTM Coverage 0500   1 S    
  Expiration            
  Date            
DTM01 Date/Time   ID 3--3 R   050
  Qualifier            
DTM02 Date*   DT 8--8 R   CCYYMMDD
DTM03         N/U    
               
*This is the date on which the patient's coverage expired.    

There are new Claim Received Date Elements (DTM) in Loop 2100. These have been added to the IG so that they are recognized if they are received. They are not used in posting a remit, however. Here are the new values:

    POS# ID Min/Max Usage Loop Values
          Req Repeat  
DTM Claim 0500   1 S    
  Received            
  Date            
DTM01 Date/Time   ID 3--3 R   050
  Qualifiier            
DTM02 Date*   DT 8--8 R   CCYYMMDD
DTM03         N/U    
               
*This is the date that the claim was received by the payer.    

The number of repeats for the REF Service Identification Element in Loop 2110 has been increased to 8 for 5010. The 4010 required only 7.

There is a new element for 5010 added to the IG in Loop 2110 (Service Payment Information): REF Healthcare Policy Identification. Here is a table of the values:

        POS # ID Min/Max Usage Loop Values
              Req Repeat  
REF   HealthCare   1000   5 S    
    Policy              
    Identification              
REF01   Reference     ED 2--3 R   0K
    Identification              
    Qualifier              
REF02   Healthcare     AN 1--50 R    
    Policy              
    Identification              
Updates to reports:            

oClaim Preview Report now includes:

any suffix after the patient's name (Segment NM107 in Loop 2100)the Coverage Expiration Date for an expired policy (DTM Coverage

Expiration Date in Loop 2100)

the Claim Received Date, which shows the date the claim was received by the payer (DTM Claim Received Date in Loop 2100)

oClaim Details Report now includes:

any suffix after the patient's name (Segment NM107 in Loop 2100)the Claim Received Date, which shows the date the claim was

received by the payer (DTM Claim Received Date in Loop 2100)

the specific amounts of a claim (REF Healthcare Policy Identification in Loop 2110).

Remittance posting includes Coverage Expiration Date in Loop 2100.

25 Changes to the 5010 Eligibility IG.

Element Location Modification
ISA11 (Interchange Control Interchange Control Header Was previously hardcoded
Standards ID)   to U, but is now blank.
ISA12 (Interchange Control Interchange Control Header Replaced 00401 with 00501
Version Number)   for use with 5010.
GS08 Function Group Header Updated from 004010X092
(Version/Release/Industry   to 005010X279
Identifier Code)    
ST03 (Implementation Transaction Set Header This is a new segment
Convention Reference)   added after ST02 and
    hardcoded to 00510X279.
NM112 (Name Last or Loop 2100A This is a new element for
Organization Name)   5010.
NM112 (Name Last or Loop 2100B This is a new element for
Organization Name)   5010.
REF04 (Reference Identifier) Loop 2100B This is a new element for
    5010
NM107 (Name Suffix) Loop 2100C The insured person's name
    Suffix has been made
    available as a data element.
NM112 (Name Last or Loop 2100C This is a new element for
Organization Name)   5010.
REF04 (Reference Identifier) Loop 2100C This is a new element for
    5010.
N407 (Country Subdivision Loop 2100C This is a new element for
Code)   5010.
DMG10 (Code List Qualifer Loop 2100C This is a new element for
Code)   5010.
DMG11 (Industry Code) Loop 2100C This is a new element for
    5010.
DTP01 (Date/Time Qualifier) Loop 2100C This has changed from 472
    to 291.
EQ01 (Service Type Code) Loop 2110C New codes have been
    added. In addition, there is a
    new data element that takes
    the value from the
    appointment. If that value is
    null, it takes the value from
    practice preferences. If that
    value is null, 30 (Health
    Benefit Plan Coverage) is
    hardcoded. The latter is
    current functionality.
NM107 (Name Suffix) Loop 2100D The patient name suffix is
    added.
NM112 (Name Last or Loop 2100D This is a new element for
Organization Name)   5010.
REF04 (Reference Identifier) Loop 2100D This is a new element for
    5010.
N407 (Country Subdivision Loop 2100D This is a new element for
Code)   5010.
DMG10 (Code List Qualifier Loop 2100D This is a new element for
Code)   5010.
DMG11 (Industry Code) Loop 2100D This is a new element for
    5010.
EQ01 (Service Type Code) Loop 2110D New codes have been
    added. In addition, there is a
    new data element that takes
    the value from the
    appointment. If that value is
    null, it takes the value from
    practice preferences. If that
    value is null, 30 (Health
    Benefit Plan Coverage) is
    hardcoded. The latter is
    current functionality.
REF04 (Reference Identifier) Loop 2110D This is a new element in
    5010.

The following PER segments have been deleted from Loop 2100B:

    ID Min/Max Usage Values
        Req  
PER Information   3 S  
  Receiver        
  Contact        
  Information        
PER01 Contact ID 2--2 R IC
  Function Code        
PER02 Name AN 1--60 S  
PER03 Communication ID 2--2 S ED, EM, FX, TE
  Number Qualifier        
PER04 Communication AN 1--80 S  
  Number        
PER05 Communication ID 2--2 S ED, EM, EX, FX,
  Number Qualifier       TE
PER06 Communication AN 1--80 S AAABBBCCCC
  Number        
PER07 Communication ID 2--2 S ED, EM, EX, FX,
  Number Qualifier       TE
PER08 Communication AN 1--80 S AAABBBCCCC
  Number        
PER09 Contact Inquiry AN 1--20 N/U  
  Reference        

Revenue Management Configuration and Setup Changes

Several changes have been made to Revenue Management to simplify the setup and configuration process. Among them are the following:

Eliminated the Alias table for ERA processing. The user will not need to choose the practice or payor information for ERA processing. Instead, information from the ERA file itself is used to process the ERA file. The Pay To field from Loop 1000B (practice or provider) and the Payer Name field from Loop 1000A Segment N102 (payor information) directly match the information sent out on the claim and will be used, eliminating these steps.

Allow the user to edit the Receiver table directly, bypassing the wizard. Certain sections of the table remain locked, however.

Allow the user to log in to Revenue Management automatically from Medisoft.

Simplify the setup of ERA. Assign Posting codes will be populated by default with the appropriate payment codes that reference carrier-specific codes in Medisoft. In addition, there is a set of default ERA posting defaults in the Remit Posting Code window in Revenue Management. If Use Insurance Posting Codes is checked and there are no carrier-specific codes, these new Default Posting Codes will be sent.

Office Hours Professional Registration

Office Hours Professional is registered at the same time as Medisoft. Although there is still a place where you can register Office Hours Professional, you do not have to perform a separate registration once you register your Medisoft product. Any messages you might receive to register Office Hours Professional can be ignored once Medisoft is registered.

10-26-2010

Copyright ©2010 McKesson Information Solutions LLC. All rights reserved.

Medisoft Clinical® is a registered trademark of McKesson Information Solutions LLC. All rights reserved. Microsoft and Windows are registered trademarks of Microsoft Corporation. Other brands and their products may be registered or unregistered trademarks of their respective owners.

This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of McKesson Information Solutions LLC.

The information in this guide has been carefully checked and is believed to be accurate. McKesson assumes no responsibility for any inaccuracies, errors, or omissions in this guide.

McKesson reserves the right to revise this publication and to change its content without obligation to notify any person of the revision or changes.

Subject to change without notice..
For more information about Medisoft v17 medical billing software, please visit out website.
http://www.medicalbillingsoftware.com/medisoft-v17.htm Medisoft V17 Release Date Time Frame: December 2010 for Medisoft v17- 7, at www.medicalbillingsoftware.com


Our New Insurance Claim Forms Are Compatible With the NEW CMS 1500 2014 Claim Form

Our free quick start "How to use Medisoft" video training will help you understand how to quickly enter and print the new CMS 1500 2014 claim form info. This new claim form can begin to be used Jan 6, 2014 and is REQUIRED by April 2014. Our program is terrific for medical offices and medical billing services. Our medical practice management software is designed especially for windows. The claims program is easy to use especially in the windows environment. Our insurance billing service software is also affordable and priced well below other programs costing thousands of dollars more. Click here if you are interested in McKesson Practice Choice web based emr software.

What Our
Customers Are Saying

"We gave up an expensive program to use Medisoft. I have no regrets."

-- Jackie Barnes, Office Manager

Get in Touch With Us


Computerized Business Systems

23263 Harborview Rd. Port Charlotte, FL 33980

Computerized Business Systems;
Phone 1-941-743-6666 Toll Free: 1-888-691-8058

Find us on Google+