Medisoft
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Update this list as necessary
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Setup
usernames and password in Medisoft - create back doors |
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Setup Medisoft program options |
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Setup
DiegoRa, TCSP, EMBS with level 1 access |
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Set
defaults Description for new cases |
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Set
defaults Insurance Coverage Percentage to 100 for new cases
POLICY 1 |
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Set
defaults Insurance Coverage Percentage to 100 for new cases
POLICY 2 |
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Set
defaults Insurance Coverage Percentage to 100 for new cases
POLICY 3 |
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Set
defaults Accept Assignment for new cases |
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Add column "Claim Number" to Transaction
screen |
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Set enforce assignment to True, Multiply
units time amount (set to true) --otherwise it will
miscalculate balance reports |
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Setup script for MapF.bat to run
\\server\apps\updates.bat ---set icons on
every desktop |
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At the server, set CopytToCDrive.batdrive batch to run at 4:00 am
every Tues, Wed, Thur, Fri, Sat using user account Backup |
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Go thru
each insurance company and add the EMC Payor Number and EMC
Extra 1/Medigap for EMC carriers |
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Make
sure that the INSPAYMENT, INSADJUSTMENT, INSWITHOLD,
DEDUCTIBLE exits in the procedure codes |
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Set the
defaults for each new insurance companies |
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Disable SET DEFAULTS from permissions so no one can set
defaults (Permissions - Data Entry) |
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Go thru
each provider, make sure that the following information is
entered
UPIN, CLIA #, TAT #, Federal ID# or SS No, License #,
Specialty, Signature on file, Medicare Participating |
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Go
through the payment / credit / adjustment codes…in the
TRANSACTION screen to make sure they are positive or
negative and they are the right adjustment type |
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Print
out HCFA forms for Medicare from OLD system and compare them
with the new HCFA in Medisoft |
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Print
out HCFA forms for other carrier from OLD system and compare
them with the new HCFA in Medisoft |
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Do
people need to use two forms for HCFA or just one |
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Review
HCFA forms for PIN, or provider ID at box 33 |
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Is
Medicare check box marked on top when printing Medicare HCFA
forms? |
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Is the
walkout receipt good enough for the office? |
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Is the
statement print out good enough for the office? |
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SOF on
file utility was ran to set patient Signature on File…need
to copy SOF.exe under C:\Program Files\Medisoft\Bin folder.
Run file once copied to this location |
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Did you setup default PATIENT payment codes
for cash payments and check payments in program options /
payment application |
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Did you setup the defaults for new insurance
carriers to be
Patient Sign On File = SignOnFile
Insurance Sign On File=SignOnFile
Phy Sign On File = PrintName
Print PIN on Form=PinOnly
Default Billing Method=Paper
Did you check all the insurance companies to make sure their
values are set as described above? |
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Did you identify the INSURANCE TYPE for
companies that required this value such as MEDICARE, BLUE
CROSS/SHIELD |
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Did you setup PROGRAM OPTIONS / DATA ENTRY /
CREATE BILLING NOTE / COMMENTS - otherwise it will not print
on HCFA form |
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There should be only one type of CASH, CHECK,
BAD CHECK payment (not multiples) - just one..so when they
run a DAY SHEET at the end of the day they do not have
multiple sections for co-pays on checks or cash. |
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List
Grid Views What would practice Like to See on Grids for
Patient and Cases. |
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Change
the grid caption for transactions on all PCs From: |
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Make sure that the INSPAYMENT, INSADJUSTMENT,
INSWITHHOLD, DEDUCTIBLE, INSTAKEBACK exist in the procedure codes and
determine with practice if they need codes set up by
insurance carrier. |
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Set up EMC Receivers
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Set up each insurance carrier with the EMC
receiver and EMC payor number from the |
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Set Program Options |
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Under Data Entry Tab check if they want to
serialized Superbills and if they want to create billing
notes |
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If they want billing note you must set up new
code under Procedures/Payments/Adjustment for COMMENT |
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Set up under the Payment and Deposit
Check Mark boxes at bottom of deposit box
Showing Claim marked done
Print Claims (if practice wants to print at that time)
Print Statement (if practice wants to Print at that time) |
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Request AND COMPARE WITH NEW SYSTEM a copy of
HFCA Forms for each carrier from old system |
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Go over Fee Schedule for all Procedure Codes
used within the practice and determine if they need one or
more fee schedule |
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Have Practice sign up online with all
carriers they participate with in order to check claim
status and to give TCSP the passwords. |
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Find out if any modifiers are used and if so
do they use multiple modifiers. Setup view in
transaction screen |
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Work with Practice on Superbills with both DX
and Procedure codes |
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Check setup errors from EDI |
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Make sure GROUP number is printed on HCFA for
Medicare |
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Create a Transaction note and billing note.
Selected in Program Options |
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Set Program Options / Comments Notes and
Statement Notes |
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Copy our Patient Verification Form (Facesheet) this must
be as a superbill so users can right click on scheduler for
each patient and quickly print one. |
