{"id":251,"date":"2019-05-15T20:25:27","date_gmt":"2019-05-15T20:25:27","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=251"},"modified":"2019-05-28T22:12:22","modified_gmt":"2019-05-28T22:12:22","slug":"set-up-program-options-in-medisoft","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/set-up-program-options-in-medisoft\/","title":{"rendered":"How to setup Program Options in Medisoft"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"How to setup Program Options in Medisoft\" src=\"https:\/\/player.vimeo.com\/video\/337642147?dnt=1&#038;app_id=122963\" width=\"500\" height=\"269\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p>01.&nbsp;&nbsp;From the main menu, click FILE then PROGRAM OPTIONS.<\/p>\n\n\n\n<p>02.\u00a0\u00a0The GENERAL tab is the first to appear.\u00a0\u00a0Here you can change settings related to backups, startup, calculations, and account alerts, among others.\u00a0\u00a0For more information on each item, press F1 on your keyboard, then select the GENERAL tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image001-2.png?ssl=1\" alt=\"\" data-recalc-dims=\"1\"\/><\/figure>\n\n\n\n<p>03.&nbsp;&nbsp;Next is the DATA ENTRY tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image002-2.png?ssl=1\" alt=\"\" data-recalc-dims=\"1\"\/><\/figure>\n\n\n\n<p>04.\u00a0\u00a0On the data entry tab, you can make changes to how the program functions in general, when entering new patients, when entering transactions, in regards in electronic remittance, and the work administrator.\u00a0\u00a0For more information on options on this tab, press F1 on your keyboard then select DATA ENTRY.<\/p>\n\n\n\n<p>05.&nbsp;&nbsp;Next is the PAYMENT APPLICATION tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image003-2.png?ssl=1\" alt=\"\" data-recalc-dims=\"1\"\/><\/figure>\n\n\n\n<p>06.&nbsp;&nbsp;On this tab you can make changes to how the program reacts to payment entry and application.&nbsp;&nbsp;You can also setup default payment and co-payment codes, as well as the default small balance write off code and max amount.&nbsp;&nbsp;For more information on any of these options, press F1 on your keyboard then select PAYMENT APPLICATION.<\/p>\n\n\n\n<p>07.&nbsp;&nbsp;Next is the AGING REPORTS tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image004-2.png?ssl=1\" alt=\"\" data-recalc-dims=\"1\"\/><\/figure>\n\n\n\n<p>08.&nbsp;&nbsp;On this tab, you can specify whether patient aging starts with the TRANSACTION DATE FROM, or the DATE OF FIRST STATEMENT.&nbsp;&nbsp;You can also change the aging buckets for both patients and insurance response balances from the defaults of 0-30, 31-60, 61-90, 91-120, and 121-121+ to your own values.<\/p>\n\n\n\n<p>09.&nbsp;&nbsp;Next is the HIPAA\/ICD 10 tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image005-2.png?ssl=1\" alt=\"\" data-recalc-dims=\"1\"\/><\/figure>\n\n\n\n<p>10.&nbsp;&nbsp;There are 2 options on this tab, AUTO LOG OFF which automatically logs a user out of Medisoft after the specified amount of time being in-active.&nbsp;&nbsp;The other option warns users when a CPT or ICD code that in not approved is being used.&nbsp;&nbsp;Note, when entering a CPT or ICD code, you can specify whether it is approved or not.&nbsp;&nbsp;Additionally, there is the ICD 10 settings which allows you to choose either ICD-9 or ICD-10 for your diagnosis codes.<\/p>\n\n\n\n<p>11.&nbsp;&nbsp;Next is the COLOR-CODING tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image006-2.png?ssl=1\" alt=\"\" data-recalc-dims=\"1\"\/><\/figure>\n\n\n\n<p>12.&nbsp;&nbsp;On this tab can specify color-coding for various payment states, and create user-defined patient flags.<\/p>\n\n\n\n<p>13.&nbsp;&nbsp;Next is the BILLING tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image007-2.png?ssl=1\" alt=\"\" data-recalc-dims=\"1\"\/><\/figure>\n\n\n\n<p>14.&nbsp;&nbsp;On this tab you can adjust settings related to patient statements, billing notes, and quick formats.&nbsp;&nbsp;For more information on specific items, press F1 on your keyboard then select BILLING.<\/p>\n\n\n\n<p>15.&nbsp;&nbsp;Next is the AUDIT tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image008-2.png?ssl=1\" alt=\"\" data-recalc-dims=\"1\"\/><\/figure>\n\n\n\n<p>16.&nbsp;&nbsp;Here you can specify what changes, made by users, the program will track and record.&nbsp;&nbsp;You can then print reports based off this information.&nbsp;&nbsp;Note, changes start tracking when this is enabled, it is not retro-active.<\/p>\n\n\n\n<p>17.&nbsp;&nbsp;Last is the BILLFLASH tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/images\/image009-2.png?ssl=1\" alt=\"\" data-recalc-dims=\"1\"\/><\/figure>\n\n\n\n<p>18.&nbsp;&nbsp;This tab is only used if you use BillFlash for patient statements and \/ or payment processing.&nbsp;&nbsp;For more information on this please call our sales team at&nbsp;<a>866-372-3616<\/a>.<\/p>\n\n\n\n<p>19.&nbsp;&nbsp;When finished making changes to these tabs click SAVE.&nbsp;&nbsp;Note, you can make changes on all tabs, then SAVE, you do not have to save after each tab.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>01.&nbsp;&nbsp;From the main menu, click FILE then PROGRAM OPTIONS. 02.\u00a0\u00a0The GENERAL tab is the first to appear.\u00a0\u00a0Here you can change settings related to backups, startup, calculations, and account alerts, among others.\u00a0\u00a0For more information on each item, press F1 on your keyboard, then select the GENERAL tab. 03.&nbsp;&nbsp;Next is the DATA ENTRY tab. 04.\u00a0\u00a0On the data &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/set-up-program-options-in-medisoft\/\"> <span class=\"screen-reader-text\">How to setup Program Options in Medisoft<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":363,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":""},"categories":[9],"tags":[],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/05\/Medisoft-Key-3.png?fit=750%2C500&ssl=1","jetpack-related-posts":[{"id":334,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/setting-up-new-users-in-medisoft\/","url_meta":{"origin":251,"position":0},"title":"How to setup users and permissions in Medisoft","author":"2kmedical","date":"May 21, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/337649124 By default, a new practice created in Medisoft will not have any login requirements, and will open without having to enter a username or password.\u00a0\u00a0You can, and for security reasons should, create logins for individual users, groups to make setting user security easier, and access levels for ensuring the\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft User Setup","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/05\/whats-new.jpg?fit=1125%2C750&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":551,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-training-enter-a-new-patient\/","url_meta":{"origin":251,"position":1},"title":"How to enter a new patient in Medisoft","author":"2kmedical","date":"June 25, 2019","format":false,"excerpt":"In Medisoft a patient\u2019s basic demographics are entered in their chart, and are separate from their insurance and condition\/ailment information, which is stored in their case(s). You could possibly get by with only a single Case for each patient but many offices will create separate cases for any of the\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft New Patient Entry","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/default-patient.jpg?fit=750%2C500&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":364,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/how-to-setup-a-new-practice-in-medisoft\/","url_meta":{"origin":251,"position":2},"title":"How to setup a new practice in Medisoft","author":"2kmedical","date":"May 22, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/337636648 01.\u00a0\u00a0Begin by double-clicking the blue Medisoft icon on your desktop. 02.\u00a0\u00a0To create a new practice data set in Medisoft, click FILE then NEW PRATICE in the main menu. By default, the last practice opened will open automatically when you start Medisoft.\u00a0\u00a0If you have multiple practices you can switch between\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft Practice Setup","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/05\/Medisoft-Key-1.png?fit=750%2C500&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":532,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/add-insurance-company-in-medisoft\/","url_meta":{"origin":251,"position":3},"title":"How to add an insurance company in Medisoft","author":"2kmedical","date":"June 17, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/342831460 01. To add a new Insurance, or edit an existing record, go to LISTS then INSURANCE then CARRIERS. 02. If you want to edit an existing record, highlight it then click EDIT. Otherwise click NEW to create a new entry. 03. Starting from the top, first create a CODE.\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Adding insurance in Medisoft","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/05\/health-insurance-card.png?fit=750%2C424&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":73,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/setting-up-a-new-provider-in-medisoft\/","url_meta":{"origin":251,"position":4},"title":"How to add a new provider in Medisoft","author":"2kmedical","date":"May 21, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/337652439 01.\u00a0\u00a0To enter a new provider, or edit an existing record, go to LISTS then PROVIDER, then PROVIDERS. 02.\u00a0\u00a0If you want to edit an existing record, highlight it then click EDIT.\u00a0\u00a0Otherwise click NEW to create a new entry. 03.\u00a0\u00a0Starting from the top, first create a CODE.\u00a0\u00a0This will be a short\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft New Provider","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/05\/Provider.jpg?fit=750%2C500&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":586,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/new-patient-case-in-medisoft\/","url_meta":{"origin":251,"position":5},"title":"How to add a new patient case in Medisoft","author":"2kmedical","date":"July 24, 2019","format":false,"excerpt":"https:\/\/player.vimeo.com\/video\/349983540 01.\u00a0 Go to LISTS then PATIENTS\/GUARANTORS AND CASES. 02.\u00a0 In the left side of the window, select a patient, and then click in the right side of the window.\u00a0 The buttons at the bottom of the window will change to reflect that you are now in the Case section.\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-6.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/251"}],"collection":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/comments?post=251"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/251\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/363"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=251"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=251"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=251"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}