To access the Collection List, click the Activities menu and Collection List. Collection List Navigation By default the Collection List will only display collection tasks that are scheduled to be performed on the current date. You do have the ability to specify...
First, make sure you enable the auditing options you need in Program Options. Select if you want a Detail or Summary view, the date range, and the chart range: Select the users you’d like to audit against: Chose the tables to audit against: ...
Adjustment Entry Adjustments are used to either increase or decrease the balance on a patient’s account. This can be done for many reasons. Refund – (Positive Adjustment) When a patient is in need of a refund, it is because they or their insurance carrier have...
Nearly every screen in Medisoft that has columns and rows of information can be modified to show a custom arrangement of columns. To add or remove columns: 1. Click the black dot in the top left corner of the grid to open the Grid Column editor. 2. When the Grid...
Go to your medisoft and click “Reports” Choose Default Printer Options Click Reset Defaults After you click Reset Defaults it will show like this Click Yes and exit your Medisoft. Make sure to disconnect all connections on your RDP. Go to...
Print Blank Superbills Some practices have the need to accommodate walk-in appointments. Often these practices do not want to create a patient record in Medisoft until after the appointment. Since the Print Superbills report requires a patient chart to be in the...
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