Medisoft Manual – easy step by step guide

With this manual, I will show you how to use Medisoft with basic simple step by step instructions. You will feel comfortable using this program and have confidence in knowing you are entering the information correctly. I will first give you an introduction to Medisoft.

Medisoft is a practice management program that uses information about patients, providers, insurance carriers, procedures, and diagnoses to bill insurance carriers and patients for healthcare services. Medisoft also contains a built in scheduling application called Office Hours, which allows you to schedule appointments or change appointments with ease. With Medisoft you can do the following tasks commonly used in a medical office:
 Enter information on new patients and change information on established patients as needed.
 Enter transactions, such as charges, to patients’ accounts.
 Submit insurance claims to payers.
 Record payments and adjustments from patients and insurance companies.
 Print walkout statements and remainder statements for patients.
 Monitor collections activities.
 Print standard reports or create custom reports.
 Schedule appointments.

How to change the program date

1. Click Set Program Date on the File menu or click the date displayed in the lower right corner of the Medisoft window.
2. To change the month, click the word displayed for the current month, and the abbreviations for the months appear in the calendar window. Click the month desired.
3. To change the year, click the current year and select the desired year from the years that appear in the window.
4. Select the desired day of the month by clicking that date in the calendar.

How to enter an appointment

1. Start Office Hours.
2. Select the correct provider in the Provider box.
3. Change the date on the calendar to the desired date.
4.