Features of Medisoft V12

Medisoft’s practice management solutions are comprehensive solutions designed to heighten productivity, office efficiency, and increase cash flow. All of this at an affordable price.

Version 12 Feature Matrix

Key (inclusive of the level prior):
* = Original
** = Advanced
*** = Net Pro

Major Features/Interfaces

Transaction Entry ***
Claim Management ***
Standard Office hours Integrated Appointment Scheduler ***
MediUtils ***
Deposit List **
Quick Ledger **
Quick Balance **
Statement Management **
Work Administrator/Office Workflow **
Collection List **
Final Draft **

Subscription Services (Additional Fees)

Claims Manager ***
ANSI Electronic Claims Module (Phoenix) ***
Electronic Remittance ***
Electronic Eligibility Verification ***
Electronic Prescribing Interface ***
Electronic Statements ***

Accounting/Billing Features

Customized Aging Buckets ***
Withhold Code Type for Procedure Codes ***
Automatic Rebill for claims ***
Multilink Transaction Entry ***
Deactivate codes ***
Integrated Electronic Eligibility Checking ***
Enforce Accept Assignment ***
Document Number Grouping ***
Medical, Anesthesia, and Chiropractic Practice Types ***
Select Case By Transaction Date ***
Store Billing Service Name and Address ***
Track Last Payment Date and Amount ***
Visit/Authorization Tracking ***
YTD Deductible Tracking ***
Transaction Notes/Statement Notes ***
Walkout Receipts ***
Transaction Level Facility Entry ***
Patient Recall List ***
Custom Patient Billing Codes ***
Standard Patient Statements ***
Aging View in Transaction Entry ***
CCI/LMRP Claim Edits (With Claims Manager or Medisoft Direct Subscription) ***
Claim Level Response Reporting (With Claims Manager or Medisoft Direct Subscription) ***
Timely Filing Letters (With Claims Manager or Medisoft Direct Subscription) ***
Custom Claim Edits (With Claims Manager or Medisoft Direct Subscription) ***
Serialized Superbills **
Color Coding Transactions **
Dunning Messages for Statements **
Statement Management **
Cycle Billing **
Rules Based Collection Assignments **
Actionable Collection Work List **
Task/Date Driven Collection Workflow **
On Demand Collection Letters **
Insurance Groupings for Reporting and Analysis **
Automatic recalculation of patient remainder balance **
Automatic small balance write off **

Accounting/Billing

Remittance tracking for secondary claims **
Account Alerts **
Remainder Statements and Billing **
Automatic Disallowed Adjustment entry **
Automatic Billing Notes **
Patient Treatment Plans **
Claim Rejection Messages (On Statements) **
Patient Payment Plans **
Missed Copay Tracking **
Unprocessed Transactions (Holding Tank) **

Usability

Customizable Tool Bar ***
Option to display subtotals ***
Warn on Duplicate Patient ***
Auto Tax Entry ***
Streamlined Transaction Entry ***
Field Data Checking ***
Show Remainder When Applying Payments ***
Apply to Oldest When Applying Payments ***
Select Multiple Claims to Print or Reprint ***
Enter Payments Directly from Office Hours Pro ***
Sort Columns by Clicking on Column Heading ***
Show Windows on Startup ***
Show Hints ***
Show Shortcuts ***
Auto Format Social Security Numbers ***
Backup Program ***
Backup Scheduler ***
Set Program Default Date of Service ***
File Maintenance ***
View Appointments from Patient Screen ***
Copy Address Info for Family Members ***
Audit Generator with Chart Number Filtering ***
Standard Chart Number Change Utility ***
Set Default Data Fields **
Customized Data Screens **
Patient Flagging **
Manage Claims from Quick Ledger and Transaction Entry **
One-click to change responsibility for transactions **
Streamlined Quick Ledger View **
Statement Conversion Wizard **
Rules-based worklist for daily office tasks **
Detail Only Statement Printing **
HL7 Interface **
Special Features Medisoft Version
Original Advanced Net Pro
Online Updates ***
Auto Format Social Security Number ***
Backup Utility ***
Automatic Backup on Conversion ***
Appointment Book/Office Hours ***
Medisoft Terminal ***
Custom Patient Data **
Contact List **
Print Grid w/ export to Comma Delimited Files **
Office Messenger *
Multimedia File Storage *
Patient Archiving *
Custom Case Data *
Multi-User Connectivity *

Security/HIPAA

Auto Log Off ***
Warn on unapproved codes ***
Unique Identifier Fields ***
ANSI Standard Electronic Claims ***
HIPAA Security Ready ***
Rules Based Password Management ***
User Access History Reporting ***
Multi-leveled Trigger Management ***
5 levels of permissions/security **
Print Permissions Grid **
Security Permissions on Reports **
Global Security **
Use Server Time *

Reporting

Custom Report Designer ***
Enhanced Filtering Options ***
Facility Filter Added to Reports ***
Report Title Pages ***
Appointment Based Superbill Printing ***
Custom Report List ***
Export Reports to Quick Reports Format ***
Export Reports to Text File ***
Print Grid Option (CRV File Export) ***
Standard Crystal Reports ***
Export to Microsoft Excel and PDF Formats ***
Case Billing Code Filter on Standard Reports ***
Quick Receipt/Quick Statement **
Advanced Reporting Module (optional) based on Crystal Reports **
Insurance Classes **
Provider Classes **

Reports

Patient Day Sheets ***
Practice Analysis ***
Patient Aging ***
Patient Aging Applied Payment ***
Primary Insurance Aging and Aging Summary ***
Secondary Insurance Aging and Aging Summary ***
Tertiary Insurance Aging and Aging Summary ***
Audit Generator ***
Log In Log Out Report ***
Patient Ledger (Report) ***
User Information Report ***
Claim Manager Process Change Results ***
Claim Manager Transmission History ***
Billing/Payment Status **
Insurance Analysis **
Referring Provider Report **
Referral Source Report **
Unapplied Payment/Adjustment Report **
Unapplied Deposit Report **
Copayment Report **
Outstanding Copayment Report **
Patient Collection Report **
Primary Insurance Collection Report **
Secondary Insurance Collection Report **
Tertiary Insurance Collection Report **
Patient Collection Letters **
Collection Tracer Report **
Security Permissions Report **
Standard Patient by Insurance Report **
Standard Patient by Diagnosis Report **
Standard Patient by Procedure Report **
Patient Remainder Aging Report *
Production by Provider Report *
Production by Procedure Report *
Production by Insurance Report *
Production Summary By Provider Report *
Production Summary By Procedure Report *
Production Summary By Insurance Report *
Daily Activity Report *
Monthly Activity Report *
Activity Summary by Provider Report *
Activity Summary by Procedure Report *
Activity Summary by Insurance Report *
Guarantor Quick Balance List Report *