Billing Reports/Statements

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newvision
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Joined: Mon Jan 20, 2014 12:01 pm

Billing Reports/Statements

Post by newvision » Mon Jan 20, 2014 3:39 pm

I'm having an issue with my statement reports. We have several computers with Medisoft and only two of them have the reports for billing the clients with paper statements. Is there a feature or permission problem that isn't allowing the other computers to have these reports?

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Gavin Walker
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Location: Springfield, MO
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Re: Billing Reports/Statements

Post by Gavin Walker » Mon Jan 20, 2014 3:52 pm

Each Medisoft Practice Database contains its own list of custom reports. In Medisoft you can go to Tools -> Add/Copy User Reports to copy the reports from one practice and add them to another.

In Windows you can copy \Medidata\<practice folder>\ureports from one practice folder to another. Take care about overwriting files because different reports can have the same file name.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

newvision
Posts: 3
Joined: Mon Jan 20, 2014 12:01 pm

Re: Billing Reports/Statements

Post by newvision » Mon Jan 20, 2014 4:21 pm

I copied the reports from one to the other, however, when I tried to print a statement the reports do not show up on the list of reports.

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Gavin Walker
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Re: Billing Reports/Statements

Post by Gavin Walker » Mon Jan 20, 2014 5:11 pm

What version of Medisoft is this?

newvision
Posts: 3
Joined: Mon Jan 20, 2014 12:01 pm

Re: Billing Reports/Statements

Post by newvision » Mon Jan 20, 2014 5:22 pm

V17

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Gavin Walker
Posts: 4625
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Billing Reports/Statements

Post by Gavin Walker » Mon Jan 20, 2014 5:51 pm

Hmm, it should work. If you purchase a 1-month Medisoft support agreement, we could help you figure it out.

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