Medisoft v17 SP 3 Available

[Gavin Walker]

Medisoft Version 17 (v17) Service Pack 3 (SP3) is now available. Links to the software downloads are posted below. The physical media will be available to ship on Friday, April 20. The service pack includes several enhancements to the installer for Medisoft Clinical, which now installs Practice Partner 9.5.2.1. If you are upgrading from Practice Partner 9.4 and up, you will need only one license file to upgrade to Practice Partner 9.5.2.1. Other enhancements include repeating appointments, ePayment functionality with BillFlash, and corrections to some practice management defects.

ISOs

Web Installs

The links above were removed because issues were found.

[medisoft_user]

Is there a change log posted yet? I did not see one in the KB nor do I see this mentioned in there, is the KB even updated by Medisoft anymore?

[medisoft_user]

Gavin,
Would strongly not suggest this update be applied. I broke my own rule of upgrading quickly and I have now found quite a few bugs in the new release.

[Gavin Walker]

Please post back what you find. McKesson hasn't made documentation for this service pack available to end users yet. It is quite large though. I'll see if I can put something together.

[medisoft_user]

I would appreciate the document in full, I will also be calling my contact over at McKesson on Monday for documentation, as releasing a SP without it is just a joke, especially for what this SP changes.

So far:
Program Options / Data Entry / Transaction:
Case Default: Changed my current setting of "Newest Case" to "Last Used Case". While changing a setup that has been changed from Defualt is bad, if it is changed to the Default of Last User Case and you enter a new Patient with a new case, you can not enter any changes into that case until you go in and change the Case Default to "Newest Case".

Program Options / Data Entry / Transaction:
Multiply units times amount: When checked it takes the number of units times the amount and then again the amount times the units for the total. So if you do 4 units of X at 25.50 per, it makes the amount 102 and then the total 408, instead of 4 units x 25.50 for a total of 102. Then if you uncheck the option it is equally broke. It also go through and converts all old changes as well in the transaction display. All new charges entered after the upgrade are off, as well as claims and reports. Old charges are only off in transaction display.

There are also a number of errors like 7200 and 7041 that have come back in the picture with various functions. Usually most are fixed by repairing the practice data but not always.

Had a number of other defaults change that I need to go through and check yet and go through. I have found a number of workarounds as well.

Also for those who are not aware, this service pack requires a database conversion so as soon as you upgrade it and open the practice it will go right into the database conversion for V17SP3.

[Gavin Walker]

Here are the list of changes for this service pack:

Medisoft 17 Service Pack 3 (SP3) offers many new corrections, improvements, and enhancements to help you manage your practice. Some of the highlights include:

Repeating Appointment modifications (Office Hours) (TD 21913)
Some changes have been made to the Repeat Appointment functionality to improve its usability and to improve the transfer of appointment data between Medisoft and clinical applications, such as Practice Partner.

Table Changes
Repeat appointments have been removed from the OHRPT table and added to the OHAPP table. The OHRPT table has been renamed to OHRPTOLD. In addition, the following columns have been added to the OHAPP table:

• Repeat ID – Integer
  End Date – Date
  Unit – Char (8)
  Skips – Integer
  Day – Char (14)

Repeat Appointment Conversion and End Date Changes
ALERT: When repeating appointments are converted, only those appointments from the current day and beyond will be converted. Past appointments will NOT be converted. If you need to keep the history of past appointments, McKesson recommends that you print any reports you will need PRIOR to converting.

You can schedule repeating appointments as far into the future as you want, as previously, but the default End Date, if no date is specified, is one year after the current date. If you leave the field blank, the system will automatically enter a date one year after the initial appointment date upon saving.

Note: when your data converts to Medisoft 17 SP3 from a previous release, the system will automatically update it to make the last repeat appointment a maximum of one year from the starting date or the current date, whichever is lesser.

Cut/Paste, Drag/Drop Changes
This feature allows you to move one instance of the repeat appointment to a different day, time, provider, etc. The repeating ID will be retained.

Copy/Paste Changes
Selecting Copy from the pop-up menu copies the currently-selected appointment without the repeating data (Repeat ID, End Date, Units, Skips, Day). It copies and pastes a single appointment.

Reschedule Changes
Using the rescheduling feature (from the right click menu or selecting Statuses) will reschedule the one appointment or put it on the Wait List.

Date Changes
Changing the Date of a repeating appointment will change that individual appointment to the new date and will not affect the rest of the series.

Chart Changes
If you change the Chart value and answer Current when prompted, the system will remove the current appointment instance from the series and create a new single appointment that is not part of the series. Any instances of the repeat series in the future will remain.

If you answer All, the current appointment is saved as a single appointment with the new chart, and any future instances of the original series are deleted.

Time Changes
Changing the Time of a repeating appointment can affect either the single appointment you are on or all appointments in the repeating series. You will receive a prompt asking if you want to change just that one appointment or all future appointments.

If you select All, then the Start Time of the series will be set to the new time for the selected appointment, as well as all appointments in the series that are in the future from the instance you are on.

If you select Current, then that one appointment will be changed to the new time.

If you change a single appointment of a repeat series to a different time, and then change the remaining appointments in the series to a different time, the single appointment with the time change will be considered an exception and will not be affected. However, if the repeating series is deleted, then the appointment with the time change will be deleted as well because it is still part of the series (even though it is an exception to the series). If the appointment has already occurred, then it will not be affected.

Frequency Changes
If the day changes in frequency, any appointment that no longer meets the new day selection (even an exception) will be deleted. For example, if there is a daily series from 10/1 through 10/31 and you change to Weekly for W and F on 10/11, the series from 10/1 through 10/10 will be end-dated with 10/10, the remainder of the original series will be deleted, and a new series will be created from 10/11 through 10/31 with the new frequency.

If you change the End Date of any appointment that belongs to a repeating series, then the system will add or remove appointments to the series as needed to match the new End Date. Additionally, the system will update all appointments in the series with the new End Date regardless as to whether you select Current or All in the confirmation dialog box.

Any other changes will be applied to all appointments since the frequency has changed.

Deleting Appointment Changes
Deleting a repeating appointment will prompt you either to delete the individual appointment or to delete the entire series. If you select Current, then just that one appointment will be deleted from the series. If you select All, then the system will delete the remainder of that series from the selected date forward. Prior appointments will remain and the End Date for the series will be set to the date prior to the selected date.

Other Changes
When you change a Single appointment to a Repeat appointment or vice-versa, the system will add or remove additional appointment records accordingly.

Changing the status of an appointment will only affect the status of that individual appointment. Other changes affect only this one appointment as well.

NOTE: Appointments that have already occurred will not be affected by these operations, with the exception of updating the End Date of a repeating series, as noted above

Priority in Editing Appointments
There is a priority when editing appointments:

• 1. Status—Changes to Status override all other changes. Other changes made when the Status is changed affect only that one appointment.
  2. Date—Other changes made when the Date is changed affect only that one appointment.
  3. Frequency
  4. Other Changes—you can select if you want these changes to affect all appointments or only the current one.
  5. Phone and Cell phone changes: You will receive a prompt for All and Patient. These changes work independently of all other changes.

Line items on the Unprocessed Charges window can be sorted (TD 21071)
New code allows you to sort the items in the grid of the Unprocessed Charges window. Clicking the drop-down arrow on the Search by field will show you the list of fields by which you can sort data.

In addition, you can sort by some columns by clicking the column header. Clicking it once will cause the list to sort by that column in ascending order, as noted by the arrow pointing up (you may need to widen the column to see the arrow). Clicking a second time will cause the list to sort by that column in descending order.

NOTE: There is no change to the grouping of incoming transactions in messages; they are grouped as they always have been. The sort order displayed on the grid due to user manipulation has no effect on the posting of the transactions.

Encoder Pro and Codes on Disk Registration need to reflect the current code year (TD 21354)
Encoder Pro is going to a subscription model. Depending on the version of Medisoft that you have installed, you may need to re-register your version of Encoder Pro.

If you have a version of Medisoft prior to 17 SP3, the product name will stay NDC Medisoft Encoder Pro, and you must re-register Encoder Pro using your original serial number. If you do not have a serial number for the earlier version of Encoder Pro, you should call Support.

If you are installing Encoder Pro 2012 with Medisoft 17SP3, register the new Encoder Pro with a new serial number. The 2012 Serial number goes out with the Encoder Pro disk on the Certificate.

CMS-1500 printed claim form needs the decimal place to be represented on printed claims for box 24G (TD 21694)
In prior releases, any digits to the right of the decimal point for the value in Box 24G were truncated when the value was printed on the form. Due to changes in requirements, submitters need the ability to represent fractional values (for instance, mileage amounts for ambulance claims). New code changes allow you to represent these fractional amounts. You will need to modify options in two places:

CMS – 1500 Form window
Change the value of Box 24G in the Properties to Amount 0.0.

Data Field Properties window
Use the Format field to select Amount 0.0.

NOTE: you will need to change the Format value on the Transaction Unit field on the CMS 1500 claim form for Ambulatory claims to Amount 0.0.

New tab in Power Tools to fix codes for characters that are no longer allowed (TD 21775)
There is a new tab in Power Tools: the Code Fix tab. This tab allows you to fix codes that contain characters that are no longer allowed (for instance, apostrophes).

On this tab, you can select which type of record you want to display using the column on the left. If you only want to see the records that have characters that are no longer allowed, select the checkbox for Only show bad values. From here, you can change the Code so that it comprises only legal characters. Enter the new value in the Change To field.

Changing Insurance Codes in Power Tools should affect existing Provider/Practice IDs (TD 21798)
The functionality of the Power Tools program has been enhanced to change the insurance codes for the Provider ID, Referring Provider, and Practice ID lists. Prior to this, changing insurance codes in Power Tools would not affect these lists.

The Unified Installer will notify users if the license file is incorrect (TD 21873)
The installer will now notify the user if the license file is not correct for the version that is being installed. Previously, the installation would simply fail and you would have to consult the error log to see what the issue was. This code revision will enable you to more quickly solve any installation problems.

Changes made to menus for the demo version (TD 21923)
In previous versions, certain menu options that existed in Medisoft Network Professional were not available in the demo version used by McGraw Hill. These menus were missing because the features are not available in the demo version of the software. Now, these menu options appear; if you attempt to select them, however, a message appears reminding you that the selected feature is not available.

Birth Month available in Report Designer Patient and Case Fields (TD22007)
You can print the month of birth spelled out in full (i.e., January instead of “1”) on custom reports and forms in Report Designer by selecting the Date: mmmm value in the Format field for the Date of Birth field.

Product Authentication changes (TD22086)
There is a new product authentication feature for users who purchase but do not register Medisoft.

McKesson Product Authorization Window
Users without Internet connections who do not register Medisoft after 30 days will see the McKesson Product Authorization window.

This window will direct you to a website on which you can enter the authorization code shown in the window to generate a 5-digit pin. Enter this 5-digit pin on the McKesson Product Authorization window. Medisoft will be reactivated for 90 days. Users will then need to repeat this process every 90 days.

The installer will display error messages from the Practice Partner Server and Client installs (TD 22102)
The installer has been modified so that it will display errors during the installation of the Practice Partner server or client installation. Prior to this, the error log had to be consulted to obtain the details of any errors.

The Primary, Secondary, and Tertiary Insurance Aging reports need to include the patient's Date of Birth (TD 22327)
Since payers require the patient’s date of birth when checking unpaid claims, this value has been added to the Primary, Secondary and Tertiary Insurance Aging reports. There is also a label on the report next to the Social Security Number field.

BillFlash Payment Integration (ePayment) (TD22346)
There is new functionality for the BillFlash Payment Integration feature. This is the same BillFlash that you can use to process your statements.

Note: To learn more about BillFlash and its services, see the BillFlash website at www.billflash.com.

When you enter check or credit card payments from patients in Enter Transactions, Enter Deposits/Payments, or Enter Copay (Office Hours), you can open the BillFlash web site and verify the check or credit card.

There is a new menu option, and three windows now have an ePayment button that you can click to open BillFlash to verify the check or credit card payment. The sytem enables the ePayment button when

• You select a Pay/Adj Code with a Code Type of Check Copayment, Credit card Copayment, Check payment, Credit Card payment.

• You select a value in the Who Paid field.

• You have enrolled in BillFlash and have a BillFlash UserID.

Menu Option
On the Activities menu is a new option for ePay Reports. This option will allow you to see reports of patient payments that you have processed through BillFlash.

Enter Transactions window
After you enter payment information and prior to saving the transaction, click the new ePayment button. This will open BillFlash to a web page where you can verify the check or credit card.

Enter Deposits/Payments (Office Hours Enter Copay) window
Select a Payor Type of Patient, a Payment Method of either Check or Credit Card, and complete the other fields prior to saving. Then, click the ePayment button to open BillFlash.

BillFlash Web Page
On this page at the BillFlash web site, you will complete the fields and verify the payment. When you get a confirmation notice that the payment has been verified, close the window and return to Medisoft.

Updated Reports (TD22370)
There are four updated reports: Practice Analysis with Totals, Patient Day Report, Procedure Day Report, and Payment Day Report. The changes to the reports will enable them to preview or print more quickly.

Medisoft Unified Installer contains patches for Practice Partner 9.5.2.1 (TD 22484)
The unified installer for this service pack will install patches for Practice Partner (server and client) up to the time that the DVD was pressed. This will significantly reduce the time it takes to upgrade to the new release. For patches made available after that time, you can use the Patch Updater Utility.

Medisoft Unified Installer will install the patch for Practice Partner 9.5.2.1 (TD 22485)
Service Pack 9.5.2.1 for Practice Partner was originally downloaded as a patch. The unified installer for Medisoft will install this service pack for the user. If you are upgrading from Practice Partner 9.4 and up, you will need only one license file to upgrade to Practice Partner 9.5.2.1.

Medisoft Clinical Installation Guide Separated into New Install and Upgrade Versions (TD 22498)
To make installation of Medisoft Clinical, the Installation Guide has been separated into New Install and Upgrade versions. In this way, you will be able to more easily install or upgrade Medisoft Clinical.

Resolved Issues

The following issues were resolved with Medisoft Release 17 SP3.

17161
Core
If you tried to select a patient chart in Transaction Entry that is already selected and open on another workstation, you would receive a message that the window is “open for viewing only.” However, if you selected a different patient chart, one NOT in use by another user, the window remains in “viewing only” mode.

Steps to recreate

• 1. Open Enter Transactions and select a patient.
  2. Open Enter Transactions on another computer and select the same patient. When you try to select a different patient, the window does not remain in viewing mode.

17848
Office Hours
If you create an appointment with an after-hours time and then create another appointment after that, the first appointment will no longer duplicate itself when you try to print.

Steps to recreate

• 1. Create an appointment for 5:15.
  2. Enter a second appointment for 5:45pm. The 5:15 appointment does not duplicate.

19737
Core
With large databases, the File Progress window will function normally and show progress when it is opened from Recalculate Unapplied Amounts. Previously, it would be blank.

Steps to recreate

• 1. Open File Maintenance in Medisoft.
  2. Select Recalculate Unapplied Amounts and click Start. You will see the File Progress window show a progress bar.

20879
Core
You will no longer receive various error messages when attempting to open the New Task window.

Steps to recreate

• 1. From the Activities menu, select Add New Task.
  2. The New Task window displays without errors.

20922
Core
You can now print remainder statements when the In Collections Match checkbox is checked although the patient and guarantor are not the same. Previously, you could not print them.

Steps to recreate

• 1. Set In Collections Match to true in Statement Management.
  2. Attempt to print a remainder statement where the patient and guarantor are not the same. Note that the statement prints.

21211
Office Hours
You will no longer receive the error, “List index out of bounds” when using Patient Quick Entry.

Steps to recreate

• 1. Open Office Hours and open Patient Quick Entry from the Patients window.
  2. Complete the fields and Save. You should receive no error.

21274
Core
You will no longer get a list of statement numbers when you do a search by chart number in Statement Management.

Steps to recreate

• 1. Open Statement Management from the Activities window.
  2. Enter a value in Chart Number and search. You will see results for the Chart Number and not the matching statement number.

21378
Core
When you open the Patient window while in Enter Transactions you will see the window at normal size instead of maximized.

Steps to recreate

• 1. Open Enter Transactions
  2. Open the Patient window by clicking the F9 key. Note that the Patient window opens in normal format and is not maximized.

21481
Office Hours
You will no longer be able to edit or create Reason Codes if you have View only permission. Previously, you could edit or create Reason Codes without the proper permission level.

Steps to recreate

• 1. Open Office Hours and set a user’s permission level to View.
  2. Verify that the user cannot create or edit a Reason Code.

21495
Report Designer
Certain fields would not appear on the Appointment List report in Report Designer.

Steps to recreate

• 1. Open Reports Designer.
  2. Open the Appointment List and verify that all fields appear.

21606
Core
You will now be able to see the data you enter when you create Custom Cases in Medisoft Professional. Previously, only the tabs displayed but not the data.

Steps to recreate

• 1. Open the Custom Case Designer and create a Custom case, entering data.
  2. Reopen the custom case and verify that the data entered is present.

21698
Core
The Appointment List with Remainder Balances Report no longer shows balances that are the insurance company’s responsibility.

Steps to recreate

• 1. Print the Appointment List with Remainder Balances.
  2. Verify that the insurance-responsible balances are not included.

21795
Office Hours
Columns that you add to the Patient Appointment window will now display for all patients. Previously, they would display only for the original patient for whom the column was added.

Steps to recreate

• 1. Open the Patient Appointment window and select a patient.
  2. Add columns to the grid.
  3. Select a different patient and note that the columns are still visible.

21854
Core
Amounts, Statuses, and other data are now included on the Billing Payment Status report for live customer data. Previously, it was being left off.

Steps to recreate

• 1. Print the Billing Payment Status report
  2. Verify that all of the information that should appear does appear.

21867
Core
Matches will now be found when searching for amounts in the Deposit List. Previously, they were not always showing up.

Steps to recreate

• 1. Open the Deposit List.
  2. Search for different amounts, particularly those with variety in the values to the right of the decimal point. The appropriate matches will be found.

22005
Core
Medisoft will now print the specified number of copies of reports that you request. Previously if you were using Windows Vista or Windows 7, it would print only one copy no matter how many copies you specified.

Steps to recreate

• 1. Select a report to print.
  2. Specify to print multiple copies and verify that multiple copies will print.
  3. Repeat as necessary.

22057
Office Hours
If users selected a guarantor other than the patient and entered a suffix for the patient, the guarantor was changing for all cases.

Steps to recreate

• 1. Enter several cases with guarantors
  2. Enter a patient with a suffix and a different guarantor. Verify that the guarantor does not change for the other cases.

22006
Core
I the Program Options were set to use the Guarantor Ledger as the Quick Ledger, the Guarantor Quick Ledger window would open very slowly.

Steps to recreate

• 1. Open Program Options and check Use Guarantor Ledger for Quick Ledger on the General tab. Save the change.
  2. Open the Guarantor Quick Ledger and verify that it opens quickly.

22031
Core
The Laser CMS (Secondary) Medicare form now pulls the correct information for Box 1a.

Steps to recreate

• 1. Print the Laser CMS (Secondary) Medicare form.
  2. Verify that the correct information appears in Box 1a.

22175
Installation
If users are upgrading from Practice Partner 9.4 OR 9.5, the installer will detect this and display the earlier version during install.

Steps to recreate

• 1. Have Practice Partner 9.5 installed on the computer.
  2. Start the Installation and note that the correct version is displayed on the final screen of the install.

22207
Core
Medisoft was assigning alpha-numeric Chart Numbers in Patient Quick Entry, even if users had chosen in Program Options to have numeric Chart Numbers only.

Steps to recreate

• 1. In Program Options, select Use Numeric Chart Numbers on the Data Entry tab.
  2. Open Patient Quick Entry and create a new patient. Note that the system assigns a number only chart number.

22218
Core
Inactive Referral Sources were appearing in the drop-down list for Referral Sources.

Steps to recreate

• 1. Select a Referral Source and make it Inactive.
  2. Verify that it no longer appears in the drop-down list for Referral Sources.

22319
Core
BillFlash was uploading previous and current statements even though the billing cycle was set to a value that should exclude previous statements.

Steps to recreate

• 1. Set the billing cycle so that previous statements will be excluded.
  2. Perform a statement processing and verify that BillFlash was not including these previous statements.

22308
Installation
The wrong desktop icon was being placed on the desktop and customers were not getting any patches.

Steps to recreate

• 1. Install Medisoft Clinical.
  2. Verify that the correct desktop icons appear.

22377
Core
The wrong provider code was being assigned to transactions when posting unprocessed charges.

Steps to recreate

• 1. Open Unprocessed EMR Charges.
  2. Click Post and verify that the correct provider code is assigned.

22413
Office Hours
Office Hours Professional would lock up if users launched it and then tried to close without logging in using their user name and password.

Steps to recreate

• 1. Open Office Hours Professional.
  2. With the log in screen appearing, click Exit. The Appointments window should not display and the application will close properly.

22453
Reports Professional
Revised the code so that you will no longer get an AV error when printing an Instant Report.

Steps to recreate

• 1. Create a report using Instant Reports Manager.
  2. Open Medisoft and open the window for which the Instant Report was created.
  3. Open the report from the green MR System Tray icon and print it.
  4. Verify that it prints correctly and no error is received.

[Gavin Walker]

Program Options / Data Entry / Transaction:
Multiply units times amount: When checked it takes the number of units times the amount and then again the amount times the units for the total. So if you do 4 units of X at 25.50 per, it makes the amount 102 and then the total 408, instead of 4 units x 25.50 for a total of 102. Then if you uncheck the option it is equally broke. It also go through and converts all old changes as well in the transaction display. All new charges entered after the upgrade are off, as well as claims and reports. Old charges are only off in transaction display.

I was able to replicate this error. I let McKesson know about this issue. If you want to have some real fun, change the units to 4 and tab back and forth through Units, Unit Amount, and Total a few times.

Most Medisoft updates will reset grid-column defaults and some other window defaults throughout the program. If this is the case, there is nothing new with this service pack.

I was not able to reproduce any of your other issues. If you can provide more information, that might help.

[Gavin Walker]

Thanks in part to user responses on this forum, McKesson has pulled the service pack.

Notification: Medisoft v17 SP3 Defects Found, Being Resolved

There have been two defects reported within Medisoft Version 17 Service Pack 3 (v17 SP3). In Transaction Entry, the Units times Amount calculation was not working properly. Also, there is an issue with converting repeat appointments where the begin date of a yearly repeat appointment is changed to the system’s current date.

Development and QA are working diligently to resolve these issues as soon as possible. McKesson will redeploy the service pack as soon as the defects are resolved. Please do not download v17 SP3 until further notice.

[Gavin Walker]

Updated Medisoft v17 SP3 Links Now Available

The updated links for Medisoft Version 17 Service Pack 3 (v17 SP3) are now posted on the Medisoft.com Web server. For your reference, here are the links:

The links were pulled again because of the issue with Office Hours appointments disappearing.

[medisoft_user]

Thanks Gavin, think I am going to wait a few days this time before I commit...

[Gavin Walker]

An issue was discovered when entering transactions on a new patient and Program Option, Last Case Used is selected. We have always recommended using the Newest Case option, but if you need to use the Last Case Used option, then don't install service pack v17 sp3.1. Here is what McKesson wrote about it:

Product(s):
Medisoft 17 SP 3.1 (build .404)

Related Defect #:
22624

Problem or Issue:
Unable to edit the Transaction Entry screen for a new patient after installing Medisoft SP 3.1

Cause:
This is caused by the selection made for Case Default on the Data Entry tab of Program Options.

Steps to Recreate the Issue
1. Install Medisoft SP3.1
2. Add a new patient and case in Patient, Guarantors, and Cases
3. Click on File>Program Options>Data Entry
4. For the Case Default field select Oldest or Last Case Used and Save
5. In Transaction Entry select the new patient and case and click on New
6. Unable to make changes to the transaction


Solution:
The current work around for this issue is to click on File>Program Options>Data Entry and change the Case Default field to Newest Case

[medisoft_user]

Thanks for the update. That was also there in the last release of SP3. Have you had many load this yet? Just curious before I start my server farm upgrade.

Thanks!

[Gavin Walker]

I have two sites that have loaded this release. So far, there have been no issues reported by them.

[Gavin Walker]

Hold off installing Medisoft v17 sp3.1 if you use Office Hours. We have two site complaining of disappearing appointments. We are trying to figure it out. Also, there is a significant performance hit in Office Hours.

[DarrinO]

An issue was discovered when entering transactions on a new patient and Program Option, Last Case Used is selected. We have always recommended using the Newest Case option, but if you need to use the Last Case Used option, then don't install service pack v17 sp3.1. Here is what McKesson wrote about it:

Product(s):
Medisoft 17 SP 3.1 (build .404)

Related Defect #:
22624

Problem or Issue:
Unable to edit the Transaction Entry screen for a new patient after installing Medisoft SP 3.1

Cause:
This is caused by the selection made for Case Default on the Data Entry tab of Program Options.

Steps to Recreate the Issue
1. Install Medisoft SP3.1
2. Add a new patient and case in Patient, Guarantors, and Cases
3. Click on File>Program Options>Data Entry
4. For the Case Default field select Oldest or Last Case Used and Save
5. In Transaction Entry select the new patient and case and click on New
6. Unable to make changes to the transaction


Solution:
The current work around for this issue is to click on File>Program Options>Data Entry and change the Case Default field to Newest Case

I have this issue and the work around does not resolve it. Are there any other possible solutions at this point?

Darrin