Practice Information Setup;
Go to the File menu and select Practice Information to open the Practice Information window.

The window has two tabs and each is divided into three sections.

Practice Tab
Unless noted below, enter the information as requested.  Note that special characters cannot be used in these fields (such as a slash).

Zip Code: When entering an address, the tab stop moves to the Zip Code field after the Street field.  If you enter a zip code that has already been entered, the city and state information automatically populates.  If the zip code has not been entered, enter the city and state in their respective fields.  This information is then saved to the database and available the next time the zip code is entered. For more information on this feature, see Program Options – Data Entry Tab.

After entering a Zip Code and auto populating the City and State fields, if you then go back to the Zip Code field and change the value entered without first saving it, the system will not change the City and State value previously entered, producing an inaccurate record. Use care when changing an auto populated City and State field without first saving the initial entry.

Type: Click the down arrow to select your practice type: Medical, Chiropractic, and Anesthesia.  When you choose Chiropractic or Anesthesia, other areas in the program change accordingly. Medical is the default practice type and does not add any additional fields.


When you select Chiropractic, the Level of Subluxation field appears in the Diagnosis tab of the Case window for entering the level of subluxation. See Case (Diagnosis) .

In addition, five treatment fields are displayed in the Miscellaneous tab of the Case window electronic claims: Treatment Months/Years, No. Treatments-Month, Nature of Condition, Date of Manifestation, and Complication Ind.. See Case (Miscellaneous) .

Anesthesia Selecting Anesthesia causes the field Minutes to be added next to the Units field in the Transaction Entry window.

Extra 1 and Extra 2: These are option fields that may be used if a carrier requires extra data on a claim.  They can hold up to 30 characters.

Entity Type: The Entity Type field is used to identify whether the entity is a Person or a Non-person.  Choose Person or Non-Person depending on whether the practice name consists of a practice name or an individual’s name.  For example, if the practice name is Best Western Clinic, you would choose Non-Person.  However, if the practice name is Dr. I. M. Best, you would choose Person.

Billing Service Tab
This tab is nearly identical to the Practice tab.  It is provided for those occasions when both practice and billing service information is needed.  Fields in the Billing Service tab are used for sending electronic claims in the ANSI format.  This tab also makes billing service information available in reports (designed through the Report Designer).

Multiple Practices
You can set up more than one practice in Medisoft, each with its own Practice Information window.  With separate practices, you have separate data files, i.e., patient information, procedure codes, diagnosis codes, insurance companies, providers, etc.  The bottom line is that you can have one set of the Medisoft program files from which you can access different sets of data files.

When you enter Medisoft Insurance Billing Software, the program selects the same database that was last in use when the program was shut down.

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