PremiumPlus Medical Billing Service
Premium Medical Billing Service
Medisoft Network Basic Service
EMR Rewards Program
EMR Rewards Program
Successfully Using Medisoft is a
subscription based online training site that allows users of every
level to learn to use Medisoft effectively in their billing
Whether you are brand new to Medisoft or have been using it for years, you are sure to learn ways to make Medisoft a more powerful and efficient tool in your office.
Each training video is designed to provide real world applications and to streamline the process of setting up Medisoft and using it on a daily basis.
Sample Videos and Sign Up
Overview tour on Medisoft and the differences between Basic, Advanced, and Network Professional and differences in datasets. Menu basics and explanation of different windows and location of shortcut keys.
Managing datasets and an explanation of how to set them up with emphasis on the Practice Information setup window with Practice IDs and NPI grid. The pay-to tab for insurance company billing is also discussed.
List and List Windows
Editing window lists such as deleting records and editing grid columns, searching for codes and their descriptions.
Provider and Referring Provider Setup
Setup of referring providers, adding/editing of them, making them inactive and active, marking signature on file, Medicare participating or non-participating setup. Referring provder IDs on the provider level are discussed and provider level taxonomy code and mammography cert, whether solo or group.
Procedure/Payment/Adjustment Code Setup
Procedure Payment and adjustment code list setup and editing, making them active and inactive, setting default modifiers in procedure codes, default number of units, making it taxable ore requiring a copay for the procedure. The amounts tab with fee schedules is shown along with allowed amounts. Copay setup and the ability for prepayment is explained. Adjustment codes for wirteoffs, takebacks and how to setup returned checks.
Diagnosis code list setup and editing is discussed with the ability to have alternate code sets and making them inactive.
Insurance Carrier Information
Insurance carrier list setup and editing, making them inactive or active, tip for timely filing setup, class grouping is discussed, setting up alternate procedure and diagnosis code for insurance carriers, signature on file, setting up default payment codes per carrier, delay secondary billing, and the allowed tab for carriers
Facility and Laboratory Information
Setting up Facilities and labs, making active and inactive, grid window for NPI setup and legacy setup.
Program options setup such as backup on exit, setting windows to default open on login, hide icons in menu, popup hints, show shortcuts, enforce accept assignment, hide inactive items, calculating balances on open or close, account alert settings, moving between fields with enter instead of tab, use zip code population for city/state, chart number format and social security formatting, quick entry for new or editting patients, force payments to be applied, multiply units for amount, serialized superbills, case default to first or last, makring paid charges complete, calculate and update allowed amount, default payments and copayments for speed of entry, aging report by statement or transaction setting and customizing the age columns, setting autologoff, color coding and use of patient flags, set cycle billing days, adding copyas to remainder statements, billing notes setup, audit options, billflash setup and messages
Patients and Guarantors
Setting up patients and patient guarantors, making them active and inactive, recording race/ethnicity/death date, the difference between setting up patient and guarantor, setting flags for patient type, signature on file and signature date, payment plan setup, set defaults - usage and the caveats, copy address feature.
Overview of cases and the reasons for setting up new cases. How to mark a case closed, adding cases, setting up info for PI cases, assigned providers/referring source/referring provider for different cases, authorized treatments through date, price codes, authorized number of visits, policy tabs for different insurance, assignment of benefits, setting copay amounts, crossover claim for secondary, emergency service, illness injury or LMP date, accident setup for PI cases, hospitalization dates, workers compensation setup, condition codes, outside lab work, indicator setup, prior auth number, EPSDT, resubmission number, multimedia tab for storage of drivers license and insurance cards, allergies and notes tab and usage are discussed, vision claims and home health options, custom case tab and usage, view previous Billflash statement with estatements
Patient Quick Entry Template Setup
Patient Quick Entry Template setup, F8 and F9 shortcut, required fields highlighted in blue cannot be saved if blank.
Using Patient Quick Entry
Features and benefits of using patient quick entry
Office Hours Program Options
Start and end time setup best practices, interval time setup, using of appointment colors, refresh intervals, multi view setup discussed, appointment display grid for customizing setup
Office Hours Reason Codes
Learn to create new reason codes for Office Hours Appointments, set appointment lengths, colors, and template colors.
Office Hours Resources
Learn to use Office Hours to schedule resources such as rooms or equipment, even lunch breaks. Using multi-view you can add the resource as a column
Office Hours Breaks
Learn to setup breaks in the schedule to block for lunch or days off and why to buffer the schedule before and after normal hours.
Office Hours Templates
Learn the usage of templates in Office Hours to allocate time in the schedule for certain types of visits such as new patients seen certain times/days.
Office Hours Views
Learn how to customize the views in Office Hours to do things like double/triple booking, week at a glance, month at a glance, and how to save that custom view. Clicking and dragging columns to move the layout.
Basic Appointment Features
Learn features of adding new appointments such as future appointments, shortcut keys, putting in notes, resources, selecting cases, reason visit, and setting recurring appointments. Using the search feature for appointments and the new cell phone field. Drag and dop appointments to new time slots or use control x and control v to move to different days. Checkin patient arrival and copay reminder feature when checking in.
Advanced Appointment Features
Learn about appointment status and why/when to use it. Accepting co-pays and printing receipts from Office Hours and the use of the wait list.
Learn how to print superbills aka encounter forms from Office Hours or print blank superbills.
Printing Appointment Lists
Learn how to print appointment lists for date ranges and all or a select provider. You can print grid view to have the schedule in color match the screen or just in a list fashion with patient phone number, reason code, length and information. Custom report lists can be created for printing as well.
You will learn how to analyze appointment data by date range, provider and status. No show reports by all or select providers is shown. Appointment analysis by provider and reason are shown as well so you can see the average length of time to be seen.
Transaction Entry Screen Tour
This video covers the transaction entry window navigation and explains last payment date, amount, global visit coverage and visit date along with visit count for insurance. Using the insurance tab view to review billed to each insurance for a case, annual deductible and how much applied. See where to view what was billed to primary, secondary or tertiery insurance and who is responsible along with who paid what. The totals tab is reviewed for quick synopsis. Sorting the charges screen, multilink, statement notes for internal use, EDI notes are also available here. NDC code is touched on. Payments and adjustment portion of the screen is discussed along with the update all importance. Quick receipt, print receipt, print claims, and view estatements (Billflash) are discussed.
Detail view of the transaction entry screen such as searching for patients in various ways, entering charges, controlling which diagnoses are for which procedures and office visits, place and type of service fields, modifiers, if a copay is required and expected amount. You will be shown how to customize the view and add a copay to apply to the transaction. Payments and adjustments made by the patient are shown here.
Claim Management Tour
An overview of searching for claims in claim management, changing claim status, viewing the claim information and transactions on the claim as well as EDI notes for these claims. You can print and send electronic claims from here along with deleting claims (this doesn't delete the transactions though)
From claim management, this video goes over printing paper claims or sending to an EDI provider. Provider assigned or attending differences are discussed along with changing from electronic to paper and vice versa. The different form types are discussed along with the ability to preview and reprint and secondary claim submission and delay submission until marked done by primary. Crossover claims are covered and explained
From claim management, editing claims is reviewed for individual transactions and splitting the claim. You will be shown how to add a transaction to a claim and when changing insurance companies on a claim.
Electronic Claims and Using Print Image
Sending claims to clearing house using print image or a text file is shown. This video explains the process for saving claims as print image for submission if not using Revenue Manager.
Deposit Entry Tour
Entering payments in deposit entry is discussed along with sorting and searching via all deposits or unapplied. How to apply a check from an insurance company to many patients is reviewed along with printing deposit reports. ALL INSURANCE CHECKS SHOULD BE APPLIED HERE for reporting to be accurate and be marked done.
Entering Payments in Deposit Entry
Entering insurance checks in deposit entry example is provided for paper or electronic payment in detail. Deposit codes are explained along with completed claims and alerts when claims and statements are done and printing secondary claims. It finishes with printing a deposit report.
Introduction to Medisoft Reports
Day sheets, analysis reports, aging, production, activity, collection and audit reports are reviewed along with patient ledger, guarantor quick balance list, and standard patient lists. Reports professional viewer which is new since v14 is discussed and how to save reports as favorites.
Using Data Ranges and Filters in Medisoft Reports
Codes, date created, date from, attending provider, facilities and place of service filters are explained to help filter reporting
Medisoft Reports Categories
Report folders are explained as an overview by category
Patient, Procedure and Payment Daysheets
Patient day sheet, procedure day sheet, and payment day sheet are reviewed