• Billing
• Customized carrier settings
• ICD-10 Mapping tool

• Medisoft Mobile application
• New CMS 1500 02-12 form
• Revenue Management

• Audit entries cannot be purged from the program. This is in compliance with HIPAA regulations.
• Chart number, billing numbers, and other protected health information (PHI) can be included in the Data Audit Report. You have some control over which tables or functions you want included through the Audit Generator, a new way to prepare the Data Audit Report. However, some PHI information will be included regardless of the fields/tables you want to include or exclude.
• You can be logged in to one dataset on only one computer at a time. If you are logged in on one computer and try to log in on another (into the same dataset), a message pops up. You have to log out of the first computer before you can log in on another computer.
• Establish requirements for valid login and password access to the program through Login/Password Management.
• Add an expiration date to user login settings.
• Print a report that tracks all user login and logout attempts.
• Apply a security question to a user’s security setup to help verify the user when he or she cannot remember the password.
• Data dictionaries have been implemented, in compliance with new HIPAA regulations, to provide greater control over program security. If you have any questions concerning this, call WTS at (417) 890-6777.
• Advantage Database protection has been implemented. This means any third-party software must be pre-approved by Per Se before it can access the database. Contact WTS sales for information. Call (417) 890-6777.

• Add a claim number field to the display in Transaction Entry. You can then change the status of the claim in the Charges grid.
• Case-based transaction entry
  One of the primary advantages to this kind of setup is that you have to enter patient information only once. It is accessed and applied each time a new case is set up. When a patient comes in for treatment of an ailment or condition, say stress fracture, set up a case, and all transactions for treatment of the fracture are entered within that case. If the same patient gets the flu, set up a new case and enter all transactions for treatments rendered for the flu ailment in the new case.A second advantage involves insurance coverage. Because insurance coverage can, and frequently does, change, this information has been attached to the case file instead of the patient file. If insurance coverage changes in the middle of treating a particular ailment, set up another case for the same ailment with the new insurance information. If the previous carrier has not completed its obligations to the patient, MediSoft keeps that information intact to facilitate billing.
• Claim Management
  Claim management is the final transmission area for all claims. You are presented with three choices: edit or make corrections to existing claims; create batches or groups of claims; or submit claims either on paper or electronically. The Claim Management window displays a list of claims and their statuses. Using the CTRL or SHIFT keys, you can select multiple claims for printing or reprinting.
• You can set account alerts that appear in the Transaction Entry and Appointment windows that tell you when a patient has a certain remainder balance.
• You can select a superbill number in Transaction Entry and pull up the transaction information by that number.
• You can view all future appointments for a patient.

• Many reports now give you options concerning records that don’t have a facility. By default, reports that include this information pay no attention to the facility, but include all records, regardless of the facility setting. To print only non-facility records in a report, click the Show only records with a blank facility box in the Data Selection Questions window. To print only records that include facilities, use the Transaction Facility Range. These options are available with the following reports: Day Sheets, Practice Analysis, Insurance Aging, and Insurance Aging Summaries.
• Audit Generator – Tailor your Data Audit Reports to suit your needs using the Audit Generator. The Audit Generator lets you determine what is included in the report.
• Login/Logout Report – Keep track of who is logging in and out of the program, how often, when, and how many times the login is unsuccessful.
• Patient Statements

• Treatment Plans: Create treatment plans for insurance approval and easily track allowable visits.
• Remainder Patient Billing: Includes reports that automatically generate billing statements that ensure what is billed is what is owed after insurance payments, and track aging account status.
• Deposit List: Post payments that span different patients and dates all from one screen. Record payments, and then apply payments to the correct patient ledgers.
• Payment Application Window: Enter deposits outside the transaction entry screen. Display payment and adjustment codes above the relevant columns. Display primary, secondary, and tertiary carriers. Print secondary and tertiary claims directly from the Payment Application window. Print statements directly from the Payment Application and Quick Balance windows.
• Make Completed Claims Done Capability: Automatically mark a claim status as “Done” when a carrier has made its final payment for all transactions in that claim. In other words, when a carrier makes payment for the last transaction of a claim, and that payment has been applied and marked “Complete,” the program will automatically change the status of the claim to Done for that carrier. This is reflected in Claim Management in the respective Status field.
• Mark Paid Charges Complete Capability: Automatically mark transactions as “complete” for a payer when payment is applied, so that it’s obvious that the patient needs to be billed.
• Security Setup: Allow access to program functions by levels for users.
• Allowed and Disallowed Amounts: Establish allowed and disallowed amounts for specific procedures, by insurance company, which are then automatically used in calculations.
• Save Defaults: Automatically save default values that can be repeated in future patient information data entry.
• Quick Ledger: Display patient ledgers by pressing F7 or the speedbar nearly anywhere in Medisoft.
• Quick Balance: Display patient balances by pressing F11 or the speedbar nearly anywhere in Medisoft.
• Billing Charges: Set up codes to automatically apply interest and other charges related to billing.
• Billing Payment/Status Report: Generate reports for each transaction, by payment status.
• Insurance Analysis Report: Break down and report volumes of business with all carriers that have been billed.
• Referring Provider Report, Referral Source Report: Track sources of patients.
• Statement Management & Wizard: Track and manage all patient statements from one screen. Customize paper and electronic statements, add dunning messages to encourage patients to pay their past due balances.
• Color Coding: Color-code patient accounts to flag such issues as past due accounts Color code transactions in Transaction Entry and Quick Ledger to make reading a patient’s ledger easier, use six other user defined payment characteristics.
• Claims Reprinting: Select multiple claims to print or reprint regardless of status, batch number, or carrier.
• Export Deposit Lists: Export a deposit list to Quicken® or Microsoft® Money.
• Customize Transaction Entry Grid: You decide what gets entered and in what order.
• Superbills: Print and track serialized superbills directly from MediSoft. Print a Superbill Tracking Report that tells you whether or not a superbill has been billed.
• Custom Tabs: Design custom tabs in the Patient/Guarantor window to include custom data entry fields. Hide tabs in the Case window that your office doesn’t use.
• Search Patient Records: Quickly search for a patient record by right-clicking on a column heading in any window that contains a grid and selecting Locate.
• Print Grid Access: Save time in creating custom reports from any window by selecting the columns your want to appear on the report and printing. Great for patient receipts or walkout statements.
• Report Security: Protect your data by applying security permissions to reports.
• Deposit List Display Enhancements: Choose how to display the Deposit List – sorting options have been expanded in the Sort By field dropdown list, which now includes Amount, Date-Description, Date-Payor, Insurance Code, Patient Chart, and Payor.
• Quick Receipt Access: Print a Quick Receipt in Transaction Entry or a Quick Statement in Quick Ledger.
• Title Pages: Print a title page for every report. This is helpful when users don’t get around to looking at the report right away or it is filed to reference later.
• Easily Add Messages to Statements: Improve collections by adding individual or global messages to Statement Processing statements.
• Toolbar Customization: Customize your toolbar by adding a button to access any executable program on your computer.

Medisoft Mobile

Travel from exam room to exam room tapping in visit data on your tablet.

Archiving

Archiving provides a simple method for improving system performance and avoiding undue HIPAA compliance issues. Records can be archived instead of deleted, which increases system performance and lets the practice still access the records if necessary. This feature provides users a method to archive or, if necessary, restore archived records for items tied to that patient including cases, claims, statements, and appointments.

The archiving feature allows users with the appropriate permission level to archive and restore cases to the database. The archiving process is implemented via a series of dialog boxes that lead users through the process of either archiving data, restoring data, or printing log or error reports on archived and restored records. Users can also print the archive data in reports.

Note: the advantage of archiving patients’ cases is that patients remain in the system without the risk of deleting records to save space.

Multimedia

The Multimedia tab in the Case window lets you add bitmaps, videos, and sound to your patient records.

Configure Custom Menus

Medisoft Network Professional has an option to create your own custom menu.

Custom Case Designer

With the Custom Case Designer, Medisoft Network Professional lets you create custom tabs on the Case window containing information pertinent to your practice that may not appear anywhere else in the program.