Medisoft Custom Reports & Upgrading

General information about Medisoft
Post Reply
rachelr
Posts: 7
Joined: Thu Aug 13, 2015 1:39 pm

Medisoft Custom Reports & Upgrading

Post by rachelr » Thu Aug 13, 2015 2:02 pm

Hello,
We are currently in the process of upgrading from Medisoft V17 to V20. How do we get our custom reports and bills that we created transferred from V17 to V20 without loosing them? Will they convert automatically or is there a way to manually import the reports into the new version of Medisoft?
Thank you.

User avatar
Gavin Walker
Posts: 4625
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
Contact:

Re: Medisoft Custom Reports & Upgrading

Post by Gavin Walker » Thu Aug 13, 2015 2:29 pm

Yes, they will auto-convert, but there is a new CMS-1500 form so you'll probably want to redo any customization starting with a report template designed for the new claim form.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

rachelr
Posts: 7
Joined: Thu Aug 13, 2015 1:39 pm

Re: Medisoft Custom Reports & Upgrading

Post by rachelr » Thu Aug 13, 2015 2:39 pm

Will the Medisoft Reports Professional custom reports auto convert as well?

User avatar
Gavin Walker
Posts: 4625
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
Contact:

Re: Medisoft Custom Reports & Upgrading

Post by Gavin Walker » Thu Aug 13, 2015 2:49 pm

Yes! :)

Post Reply