New in this Version of Medisoft 15

There are many new features in this version to help you to manage your practice. Some of the highlights include:

Deposit List Detail Print – Medisoft 15 Advanced and Network Professional

Medisoft 15 adds new print functionality to the Deposit List Detail window which is accessed from the Deposit List. This new feature lets you select an item in the Deposit List, click the Detail button to view the item details, and then print the item details including the dates of service and the procedures that the payment was applied to by selecting the Print Grid button. For more information, see the topic Print an Entry from the Deposit List.

Print Blank Superbills Medisoft 15

Medisoft 15 adds the ability to print blank, serialized superbills that are not assigned to an appointment.  This new feature is available when the Force Document Number and Use Serialized Superbills options on the Program Options window are selected. Once enabled, you can print a blank Superbill from a new option on the Reports menu and at a later date, assign the blank superbill to a chart and case in the Transaction Entry. For more information, see Printing Blank Superbills and Assigning a Blank Superbill to a Patient and a Case.

Missed Co-pay Remainder Statement – Medisoft 15 Advanced and Network Professional

Medisoft 15 adds a new way to track missed copays using the Copay Remainder statement. This statement immediately includes missed copays instead of waiting until the insurance has paid on the claim. For more information, on setting up and using this feature, see the topic Tracking Missed Copays.

Default Printer Option – Medisoft 15 Advanced and Network Professional

Medisoft 15 introduces a new feature for selecting a default printer for printing superbills, claims, and statements. This setting is saved to the user’s Medisoft login profile/workstation. To set up a default printer for these printing tasks, you would select the Default Printer Options command from the Reports menu and match specific printers to reports in the Default Printer window. Settings are saved based on security profile (if used) or by workstation. Once a default printer is assigned, the specific report will print on that device without any need for you to select it from a print window. For more information, see the topics Default Printer Selection Overview and Setting a Default Printer.

Rejection Code Hot-key Addition - Medisoft v15 Advanced and Network Professional

Medisoft 15 adds new keyboard shortcut functionality for adding a claim rejection message to a charge. You can now use the F8 or F9 keys to in the Apply Payment/Adjustments to Charges Grid to add (F8) or edit (F9) a Claim Rejection Message. 

Quick Ledger Edit Option  - Medisoft 15 Advanced and Network Professional

Medisoft 15 introduces the ability to enter and edit notes on the Quick Ledger.  In the Quick Ledger you can select a line item and then click Note to add documentation to that line item. For more information, see the topic Adding a Note to a Line Item on the Quick Ledger.

Statement Management Remainder Balance - Medisoft v15 Advanced and Network Professional

Medisoft 15 provides a new option to add remainder balance calculations to line items in the Statement Management grid. To take advantage of this feature, you will need to add the remainder balance column to the Statement Management grid. Once you have added this column all line items in the grid update to show remainder balances of the transactions (values appear statements marked as sent not those marked as done. For more information, see the topic Displaying Remainder Balances on the Statement Management Grid.

Transaction Entry Sort - Medisoft Version 15 Advanced and Network Professional

Medisoft 15 adds the ability to sort the columns in the Transaction entry by clicking a column header to sort the grid by that value, for instance click the Procedure header to display transactions sorted by the procedure number of the line item. The default sorting pattern is based on date and sorts in a descending order and the last sort selection is also saved for next use. For more information, see the topic Sorting the Transaction Entry Grids.

Sort Statement Option - Medisoft 15 Advanced and Network Professional

Medisoft 15 adds a new option, the Txn Sort Order list, for sorting statements by date of service or entry order or document number to the Data Selection Questions window. New controls are also added to the Report Properties window for creating/editing custom reports for implementing this feature on a custom report. This sorting option is only available when statements are printed/viewed using the Statement Management feature.

Future Appointment Warning- Office Hours Professional and Office Hours Network Professional

Medisoft 15 adds a new feature to Office Hours Professional to alert you when entering a new  appointment for a patient that already has a future appointment scheduled. This alert appears on the New Appointment Entry or Edit Appointment Entry window as a Patient has Future Appointment button with a lookup magnifying glass. You can click the button to view future appointments for the patient.

File Maintenance Progress Reporting

Medisoft 15 adds a progress bar to track the various processes when running the File Maintenance feature. 

Blank Appointment Indicator - All Versions of Office Hours

Medisoft 15 introduces the ability to include blank appointment slots on Appointment List Reports.

Phone Numbers in Appointment Entry - All Versions of Office Hours

Medisoft 15 adds to the main Appointment  Entry window and also to the add/edit Appoint window fields for home and cell phone number.

Write-off Option - Medisoft 15 Advanced and Network Professional

Medisoft 15 adds an option to Small Balance Write-off window  to write off all balances for statements that have been sent the number of times set in the Submissions Count field.

Chart Number Hot-key - Medisoft 15 Advanced and Network Professional

Medisoft 15 enhance workflow processes with a new chart number keyboard shortcut. This shortcut (press SHIFT + F4) automatically populates the last accessed patient’s chart number in a new chart number field. This feature is supported in many windows throughout the system. 

The system holds in memory the last chart accessed (for instance in the Patient List, Deposit List, Collection List, Quick Ledger, Quick Balance, etc.), and when you go to another window or report you can use the shortcut to populate the last record, Press SHIFT + F4 to automatically populate the last accessed patient’s chart in a new chart number field.  The last chart number  selected from a drop-down list menu is held in system memory, and when you go to another window or run a report, you can select a field that uses chart numbers and press SHIFT + F4  to populate the last record.

NOTE: Reports that do not use the Data Selection Questions window for data filtering, do not support this feature.

Close Case Shortcut - Medisoft 15 Advanced and Network Professional

Medisoft 15 improves workflow by adding a new shortcut option of closing a case by right clicking on the transaction in the Apply Payment/Adjustments to Charges window and then selecting the Close Case command from the menu.

Collection List F7 Link - Medisoft 15 Advanced and Network Professional

Medisoft 15 increases your efficiency by adding a keyboard shortcut (F7) to the Collection List. When you press F7 in the Collection List, the Quick Ledger launches and displays the patient’s record associated with the collection item.

Claim Management Sorting - Medisoft 15 Advanced and Network Professional

Medisoft 15 now saves selected sorting options from the Claim Management window based on login (if security is applied) or on a workstation basis.

Case Sorting

Medisoft 15 introduces a new sorting pattern for cases in the Transaction Entry window. The Case drop-down list now displays cases in descending order.

Enhanced Reporting Engine

Medisoft 15 adds a new reporting functionality to all versions and a new reporting engine to Medisoft Advanced and Network Professional, called Medisoft Reports, that provides numerous new reporting features and options.

Medisoft Reports provides users with an enhanced reporting options and data viewing capabilities including many more reports not featured on the Reports menu in Medisoft along with robust viewing and printing options for all standard and additional reports. The feature does not replace standard Medisoft reporting options available on the Reports menu but instead offers a new window that bundles many key reporting features and provides access to many new reports along with all the standard Medisoft reports. For more information, see the Reports Overview topic and the Medisoft Reports topic.

Before running a report in Medisoft (either from the Reports menu or using the Medisoft reports engine), you will need to set up a reports user account. This account is unique to reporting and different from other existing accounts. For more information on setting up an reports user, see the topic Setting up an Initial Reports User.

Medisoft 15 also introduces support for Medisoft Reports Professional, a robust report authoring application. For more information and availability of this feature, see the topic Medisoft Reports Professional.

Medisoft EMR Clinical

Medisoft 15 adds several new features to Communication Manager that improves diagnostic data tracking/troubleshooting including the Application Settings window (selected from the Configuration menu) which contain new system-wide troubleshooting settings, new system settings for EMR configurations in which Communication Manager and Medisoft reside on different servers, and default system settings for Practice Partner along with additional connection protocols along with built in support for Medisoft Clinical,  a new EMR application.

Advantage 9db Upgrade

Medisoft 15 includes a new robust release of Advantage Database 9.0.