Successfully Using Medisoft
Successfully Using Medisoft is an online training site that allows users of every level to learn to use Medisoft effectively in their billing environment. 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. We hope you find these videos both enjoyable to watch and a valuable addition to your practice.
Introduction to Medisoft
Initial Data Setup
- Practice Information
- List and List Windows
- Provider and Referring Provider Setup
- Procedure/Payment/Adjustment Code Setup
- Diagnosis Codes
- Insurance Carrier Information
- Facility and Laboratory Information
- Program Options
- Patients and Guarantors
- Cases
- Patient Quick Entry Template Setup
- Using Patient Quick Entry
- Office Hours Program Options
- Office Hours Reason Codes
- Office Hours Resources
- Office Hours Breaks
- Office Hours Templates
- Office Hours Views
Patient Visit Cycle
- Basic Appointment Features
- Advanced Appointment Features
- Printing Superbills
- Printing Appointment Lists
- Appointment Reports
- Transaction Entry Screen Tour
- Entering Transactions
Insurance Billing and Payments
- Claim Management Tour
- Printing Claims
- Editing Claims
- Electronic Claims and Using Print Image
- Deposit Entry Tour
- Entering Payments in Deposit Entry
Reporting & Practice Management
- Introduction to Medisoft reports
- Using Data Ranges and Filters in Medisoft Reports
- Medisoft Reports Categories
- Patient Procedure and Payment Daysheets