How to Troubleshoot Medisoft

Medisoft is a practice management software system that helps physicians manage their billing and scheduling and create reports.



Like most medical software systems, Medisoft is extremely complex, and you may encounter problems when you install the software or run certain reports. Follow a few simple steps to resolve some of the more common problems you may encounter.

Things You'll Need

• Windows PC
• Medisoft software

Instructions

Installation Problems

1. Determine what led to the error. Retrace the steps you took before the error message appeared and figure out the problem step.

2. Write down the entire error message. You also can take a screen capture of the message. This will help you search the knowledge base to discuss it with a support representative.

3. Check the Medisoft Knowledge Base (KB). The KB has many reported errors and the detailed steps to resolve them.

4. Contact Medisoft Customer Support. Have this information ready: customer number, product serial number, practice name/location, software name/version number, message showing on the screen and what you've done to try to resolve it.

Remainder Statements Will Not Print

1. Verify you selected the Guarantor's Chart Number. If you chose the patient's chart instead of the guarantor (and the patient and guarantor are not the same), the statement will not print.

2. Click "Reports" and "Custom Report List" from the main menu. The Open Report dialog box opens.

3. Click (or double-click) on "Remainder Statement Trouble Shooter." Click the OK button (if you did not double-click). The Print Report Where? dialog box opens.

4. Click the "Start" button. The Remainder Statement Troubleshooter: Data Selection Questions dialog opens.

5. Enter the patient's chart number in both "Chart Number Range" fields. Click the "OK" button. This opens a transaction list.

6. Check the transactions. There are five true/false columns, which should read true, true, true, false and true for the remainder statement to print.

7. Go to the appropriate Transaction Entry to verify that you have the correct insurance carrier listed, the payment applied properly and the payments entered correctly.

Printing Secondary Claims

1. Verify that you selected a secondary form in the Open Report dialog box.

2. Verify that the patient has an "Insurance 2" listed under "Policy 2."

3. Make sure you have the "Crossover Claim" unchecked in "Policy 2." A check in this box will keep the secondary claim from printing.

4. Verify that you added the secondary carrier information before you created the claim. If you added the carrier information after the claim, close. Close the application, reopen it and go to the patient's transaction screen. Save every transaction listed in the window to refresh the transactions and add the carrier information.

5. Open the Claim Management dialog box. Open the claim, and make sure you have "Ins 2 Resp" checked.

6. Open the Claim Management dialog box, open the claim and click "Carrier 2." If you see a date in the bottom right of the window, it means you already billed the claim and need to bill it again.

References

• Medisoft Program Installation---Troubleshooting Guide
• Information: Troubleshooting Remainder Statements
• Information: Troubleshooting Secondary Claims
• Medisoft: Medisoft v16