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Insurance Classes
  1. On the list menu, point to Insurance and click Classes. The Insurance Class List screen appears.     2. Click the New button       3. En..
Editing Claims
If a claim is rejected by the carrier, you will have to edit it so that it contains all of the information that the carrier wants.   To edit a claim: 1. On the Activities menu, click C..
Creating Claims
To create claims:   1. On the Activities menu, click Claim Management. The Claim Management screen appears.     2. Click the Create Claims button. The Create Claims s..
Quick Balance
The Quick Balance is a summary of all remainder charge totals for a selected guarantor record.   To open the Quick Balance screen: • On the Activities menu, click Quick Balance. ..
Quick Ledger
The Quick Ledger gives a quick reference for transaction and other information in the patient’s account. There are two types of Quick Ledgers in Medisoft: the Patient Ledger and the   ..
"There are no statements to be printed using the filters specified.
If you're unable to genreate remainder statement and It says that "There are no statements to be printed using the filters specified."  Please check and make sure the (amounts,..
Quick Ledger (Advanced and above)
The Quick Ledger in Medisoft gives a quick reference for transaction and other information in the patient’s account. There are two types of Quick Ledgers in Medisoft: the Patient Ledger and the ..
Medisoft Case Setup Overview and Definitions
Medisoft utilizes an accounting system known as Case Based Accounting. Case Based accounting groups transactions together based upon the case they are entered into. Different offices have different me..
Automation of Simple Practice Backup
Medisoft includes a Task Scheduler to automate routing practice actions.  This portion of the tutorial will cover using the Task Scheduler to perform automated backups of the practice.  Ther..
Medisoft Practice Setup Global Login
Note; a word of caution is in order.  Global Login feature has had problems in the past versions of Medisoft, especially when used in a Terminal Server environment.  Use at your own risk. Gl..

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