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Medisoft Toolbar

Medisoft Toolbar Descriptions

TermDefinition
transaction entry Press this button to enter patient charges and payments.
claim management Press this button to process claims for your practice.
statement management Press this button to create and review information about statements.
collections list Press this button to follow up on financial transactions that need to be collected. Once known as Work List.
add collection list item Press this button to add tickler items to the Collection List.
appointment book Press this button to enter the Office Hours Patient Appointment Scheduler. This is where you will schedule your patients' appointments and set up the provider's schedules.
view eligibility verification results Press this button to see eligibility inquiry results.
patient quick entry Press this button to make a quick list for patients based on appointments, transactions, create lists on a variety of reports.
patient list Press this button to enter a new patient, edit and existing patient, or delete a patient.
insurance carrier list Press this button to enter a new insurance carrier or edit and delete insurance carriers.
procedure code list Press this button to enter a new procedure code or edit and delete an existing procedure code.
diagnosis code list Press this button to enter a new diagnosis code or edit and delete an existing diagnosis code.
provider list Press this button to add a new provider or edit and delete a provider.
referring provider list Press this button to add a new referring provider or edit and delete a provider
address list Press this button to add, edit, or delete addresses.
patient recall entry Press this button to generate and edit patient recalls. Use this button when a patient schedules an appointment months in advance. Running this report will create a list so the medical clinic can send a reminder card or call the patient to remind them.
custom report list Press this button to create custom report from the list available. For example, you can create a collections letter, an appointment list, or a birthday list.
quick ledger Press this button to enter the patient ledger screen. Enter transactions and payments from this screen.
quick balance Press this button to view a patient's balance.
enter deposits and apply payments Press this button to enter deposits from insurance carriers or patients and apply those payments to appropriate patient.
show/hide hints. Press this button to turn hints on or off.
medisoft help Press this button to enter the Help screen.
edit patient notes in final draft Press this button to enter a word processing program to edit patient notes.
launch advanced reporting Press this button to enter advance reporting options such as patient aging and patient by diagnosis.
launch work administrator Press this button to assign a "to do" list for yourself or other Medisoft users.
exit program Press this button to exit the program.
Created by: dames54
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