New in this Medisoft Version 15
There are many new features in this version to help you to manage your practice. Some
of the highlights include:
Deposit List Detail Print – Medisoft Advanced and Network Professional
Medisoft 15 adds new print functionality to the Deposit List Detail window which is
accessed from the Deposit List . This new feature lets you select an item in the Deposit
List, click the Detail button to view the item details, and then print the item details
including the dates of service and the procedures that the payment was applied to by
selecting the Print Grid button. For more information, see the topic Print an Entry from
the Deposit List .
Missed Co-pay Remainder Statement – Medisoft Advanced and Network
Medisoft 15 adds a new way to track missed copays using the Copay Remainder
statement. This statement immediately includes missed copays instead of waiting until
the insurance has paid on the claim. For more information on setting up and using this
feature, see the topic Tracking Missed Copays .
Default Printer Option – Medisoft Advanced and Network Professional
Medisoft 15 introduces a new feature for selecting a default printer for printing superbills,
claims, and statements. This setting is saved to the user’s Medisoft login
profile/workstation. To set up a default printer for these printing tasks, you would select
the Default Printer Options command from the Reports menu and match specific printers
to reports in the Default Printer window . Settings are saved based on security profile (if
used) or by workstation. Once a default printer is assigned, the specific report will print
on that device without any need for you to select it from a print window. For more
information, see the topics Default Printer Selection Overview and Setting a Default
Print Blank Superbills
Medisoft 15 adds the ability to print blank, serialized superbills that are not assigned to an
appointment. This new feature is available when the Force Document Number and Use
Serialized Superbills options on the Program Options window are selected. Once enabled,
you can print a blank Superbill from a new option on the Reports menu and at a later
date, assign the blank superbill to a chart and case in the Transaction Entry . For more
information, see Printing Blank Superbills and Assigning a Blank Superbill to a Patient
and a Case .
Rejection Code Hot-key Addition - Medisoft Advanced and Network Professional
Medisoft 15 adds new keyboard shortcut functionality for adding a claim rejection
message to a charge. You can now use the F8 or F9 keys to in the Apply
Payment/Adjustments to Charges Grid to add (F8) or edit (F9) a Claim Rejection
Transaction Entry Sort - Medisoft Advanced and Network Professional
Medisoft 15 adds the ability to sort the columns in the Transaction entry by clicking a
column header to sort the grid by that value, for instance click the Procedure header to
display transactions sorted by the procedure number of the line item. The default sorting
pattern sorts in a descending order, and the last sort selection is also saved for next use.
For more information, see the topic Sorting the Transaction Entry Grids .
Sort Statement Option - Medisoft Advanced and Network Professional
Medisoft 15 adds a new option, the Txn Sort Order list, for sorting statements by date of
service or entry order or document number to the Data Selection Questions window .
New controls are also added to the Report Properties window on the Report Properties-
Data Filters Tab for adding this filtering option to a statement management report. This
sorting option is only available when statements are printed/viewed using the Statement
Quick Ledger Edit Option - Medisoft Advanced and Network Professional
Medisoft 15 introduces the ability to enter and edit notes on the Quick Ledger . In the
Quick Ledger, you can select a line item and then click Note to add documentation to that
line item. For more information, see the topic Adding a Note to a Line Item on the Quick
Statement Management Remainder Balance - Medisoft Advanced and Network
Medisoft 15 provides a new option to add remainder balance calculations to line items in
the Statement Management grid. To take advantage of this feature, you will need to add
the remainder balance column to the Statement Management grid. Once you have added
this column, all line items in the grid update to show remainder balances of the
transactions (values appear on statements marked as sent, not those marked as done. For
more information, see the topic Displaying Remainder Balances on the Statement
Management Grid .
Future Appointment Warning- Office Hours Professional and Office Hours
Medisoft 15 adds a new feature to Office Hours Professional to alert you when entering a
new appointment for a patient that already has a future appointment scheduled. This alert
appears on the New Appointment Entry or Edit Appointment Entry window as a Patient
has Future Appointment button with a lookup magnifying glass. You can click the button
to view future appointments for the patient.
File Maintenance Progress Reporting
Medisoft 15 adds a progress bar to track the various processes when running the File
Blank Appointment Indicator - All Versions of Office Hours
Medisoft 15 introduces the ability to include blank appointment slots on Appointment
Phone Numbers in Appointment Entry - All Versions of Office Hours
Medisoft 15 adds fields to the main Appointment Entry window and also to the add/edit
Appointment window for home and cell phone number.
Close Case Shortcut - Medisoft Advanced and Network Professional
Medisoft 15 improves workflow by adding a new shortcut option of closing a case by
right clicking on the transaction in the Apply Payment/Adjustments to Charges window
and then selecting the Close Case command from the menu.
Collection List F7 Link - Medisoft Advanced and Network Professional
Medisoft 15 increases your efficiency by adding a keyboard shortcut (F7) to the
Collection List . When you press F7 in the Collection List, the Quick Ledger launches
and displays the patient’s record associated with the collection item.
Claim Management Sorting - Medisoft Advanced and Network Professional
Medisoft 15 now saves selected sorting options from the Claim Management window
based on login (if security is applied) or on a workstation basis.
Medisoft 15 introduces a new sorting pattern for cases in the Transaction Entry window .
The Case drop-down list now displays cases in descending order.
Write-off Option - Medisoft Advanced and Network Professional
Medisoft 15 adds an option to Small Balance Write-off window to write off all balances
for statements that have been sent the number of times set in the Submissions Count field.
Chart Number Hot-key - Medisoft Advanced and Network Professional
Medisoft 15 enhance workflow processes with a new chart number keyboard shortcut .
This shortcut (press SHIFT + F4) automatically populates the last accessed patient’s chart
number in a new chart number field. This feature is supported in many windows
throughout the system.
The system holds in memory the last chart accessed (for instance in the Patient List,
Deposit List, Collection List, Quick Ledger, Quick Balance, etc.), and when you go to
another window you can use the shortcut to populate the last record. Press SHIFT + F4 to
automatically populate the last accessed patient’s chart in another chart number field.
NOTE: Reports that do not use the Data Selection Questions window for data filtering,
do not support this feature.
Enhanced Reporting Engine
Medisoft 15 adds new reporting functionality to all versions and a new reporting engine
to Medisoft Advanced and Network Professional, called Medisoft Reports, that provides
numerous new reporting features and options.
Medisoft Reports provides users with enhanced reporting options and data viewing
capabilities including many more reports not featured on the Reports menu in Medisoft
along with robust viewing and printing options for all standard and additional reports.
The feature does not replace standard Medisoft reporting options available on the Reports
menu, but instead offers a new window that bundles many key reporting features and
provides access to many new reports along with all the standard Medisoft reports. For
more information, see the Reports Overview topic and the Medisoft Reports topic.
Before running a report in Medisoft (either from the Reports menu or using the Medisoft
reports engine), you will need to set up a reports user account. This account is unique to
reporting and different from other existing accounts. For more information on setting up
an reports user, see the topic Setting up an Initial Reports User .
Medisoft 15 also introduces support for Medisoft Reports Professional, a robust report
authoring application. For more information and availability of this feature, see the topic
Medisoft Reports Professional .
Medisoft 15 adds several new features to Communication Manager that improves
diagnostic data tracking/troubleshooting including the Application Settings window
(selected from the Configuration menu) which contains new system-wide troubleshooting
settings, new system settings for EMR configurations in which Communication Manager
and Medisoft reside on different servers, and default system settings for Practice Partner
along with additional connection protocols including built-in support for Medisoft
Clinical, a new EMR application.
Advantage 9db Upgrade
Medisoft 15 includes a new robust release of Advantage Database 9.0.