{"id":586,"date":"2019-07-24T22:09:21","date_gmt":"2019-07-24T22:09:21","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=586"},"modified":"2019-07-24T22:09:27","modified_gmt":"2019-07-24T22:09:27","slug":"new-patient-case-in-medisoft","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/new-patient-case-in-medisoft\/","title":{"rendered":"How to add a new patient case in Medisoft"},"content":{"rendered":"\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=\"Medisoft Patient Case\" src=\"https:\/\/player.vimeo.com\/video\/349983540?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; Go to LISTS then PATIENTS\/GUARANTORS\nAND CASES.<\/p>\n\n\n\n<p>02.&nbsp; In the left side of the window, select a\npatient, and then click in the right side of the window.&nbsp; The buttons at the bottom of the window will change to reflect that you are now in the Case section.<\/p>\n\n\n\n<p>03.\u00a0 If you want to edit an existing record, highlight it then click EDIT.\u00a0 Otherwise click NEW to create a new entry. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"624\" height=\"491\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-6.png?resize=624%2C491&#038;ssl=1\" alt=\"\" class=\"wp-image-588\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-6.png?w=624&amp;ssl=1 624w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-6.png?resize=300%2C236&amp;ssl=1 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>04.\u00a0 The Case will open to the Personal tab by default.\u00a0 Note; you can hide or show tabs in the Case by right-clicking anywhere in the tabs area, and checking (show) or unchecking (hide) the tabs.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"463\" height=\"45\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-7.png?resize=463%2C45&#038;ssl=1\" alt=\"\" class=\"wp-image-589\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-7.png?w=463&amp;ssl=1 463w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-7.png?resize=300%2C29&amp;ssl=1 300w\" sizes=\"(max-width: 463px) 100vw, 463px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>05.\u00a0 Starting at the top of the PERSONAL tab, the Case Number field will be automatically assigned by the program and will be a unique number.\u00a0 First enter a DESCRIPTION for the case.\u00a0 What you enter here may depend on your reason for creating different cases.\u00a0 Some examples are:\u00a0 Headaches, or Medicare, or November, or Dr. Jones, etc.<\/p>\n\n\n\n<p>06.\u00a0 If this patient does not have insurance and is going to pay cash then place a check-mark in the \u201cCASH CASE\u201d box.\u00a0 Please note, \u201cCASH CASE\u201d patients should not have an insurance entered on the Policy 1, 2, or 3 tabs.\u00a0 Also note, if the \u201cCASH CASE\u201d box checked and that \u201cPRINT PATIENT STATEMENT\u201d box is not checked the patient\/guarantor will not receive a statement.\u00a0 If the \u201cPRINT PATIENT STATEMENT\u201d box is checked the program will allow you to print statements to the patient or guarantor.<\/p>\n\n\n\n<p>07.\u00a0 If you enter a procedure for this case that has Global Surgical Procedure as the procedure type, the GLOBAL \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 COVERAGE UNIT field will default a date according to the Global Period entered in the procedure code&#8217;s record.<\/p>\n\n\n\n<p>08.\u00a0 The GUARANTOR field will default to the patient\u2019s Chart Number, which is fine if they\u2019re self-insured, but should be populated by the Guarantor\u2019s Chart Number if not.<\/p>\n\n\n\n<p>09.&nbsp; If known, select a MARITAL STATUS and STUDENT\nSTATUS which correspond to Box 8 on the CMS-1500 form.<\/p>\n\n\n\n<p>10.\u00a0 You can enter information in the \u201cEmployment\u201d section if known, but this is typically only needed on Workers Comp type claims.<\/p>\n\n\n\n<p>11.\u00a0 Next click on the ACCOUNT tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"630\" height=\"582\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-8.png?resize=630%2C582&#038;ssl=1\" alt=\"\" class=\"wp-image-590\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-8.png?w=630&amp;ssl=1 630w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-8.png?resize=300%2C277&amp;ssl=1 300w\" sizes=\"(max-width: 630px) 100vw, 630px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>12.\u00a0 In the top section of this tab you can specify Provider(s), Referral Source, Attorney, and Facility for the case.\u00a0 The ASSIGNED PROVIDER is the provider in your office whom performed the health services or procedures on the \u00a0\u00a0\u00a0\u00a0 patient.\u00a0 <\/p>\n\n\n\n<p>13.\u00a0 In the next section you can specify a CASE BILLING CODE which is a user-defined field for whatever purposes you may need.\u00a0 The code is limited to 1 to 2 characters (A-Z, 0-9).\u00a0 For example, you could differentiate between \u00a0\u00a0\u00a0\u00a0 Workers Comp (WC), and standard Claims (SC), or split billing responsibility between two billers (B1, B2\u2026), etc.<\/p>\n\n\n\n<p>14.\u00a0 The PRICE CODE field determines which charge amount specified in the Procedure Code gets used.<\/p>\n\n\n\n<p>15.\u00a0 The OTHER ARRANGEMENTS field is another user-defined field for whatever purposes you may need.\u00a0 This field\u00a0 allows for a 4 character code (A-Z, 0-9).<\/p>\n\n\n\n<p>16.\u00a0 In the last section of this tab you can specify an AUTHORIZATION NUMBER (assigned by the insurance), the LAST VISIT DATE which is auto-populated by the last visit entered in Transaction Entry (but you can make changes if   needed), the AUTHORIZED NUMBER OF VISITS, and ID, and the LAST VISIT NUMBER.<\/p>\n\n\n\n<p>17.\u00a0 Next click on the DIAGNOSIS tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"659\" height=\"425\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-9.png?resize=659%2C425&#038;ssl=1\" alt=\"\" class=\"wp-image-591\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-9.png?w=659&amp;ssl=1 659w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-9.png?resize=300%2C193&amp;ssl=1 300w\" sizes=\"(max-width: 659px) 100vw, 659px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>18.\u00a0 In the top section of this tab you can specify a PRINCIPAL DIAGNOSIS and DEFAULT DIAGNOSIS 2, 3, and 4.\u00a0 It is not required to enter diagnoses here, but if you do they will automatically populate when entering charge procedures in Transaction Entry (which will be discussed in a later manual).\u00a0 The POA column can be checked to signify the diagnosis was \u201cPresent on Admission\u201d.<\/p>\n\n\n\n<p>19.\u00a0 The EDI REPORT section is for attachments for claims.\u00a0 See the help article \u201cCase \u2013 Diagnosis\u201d for more information on what code values to enter.<\/p>\n\n\n\n<p>20.\u00a0 Next click on the POLICY 1 tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"659\" height=\"606\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-10.png?resize=659%2C606&#038;ssl=1\" alt=\"\" class=\"wp-image-592\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-10.png?w=659&amp;ssl=1 659w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-10.png?resize=300%2C276&amp;ssl=1 300w\" sizes=\"(max-width: 659px) 100vw, 659px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>21.\u00a0 This tab is where the patient\u2019s primary insurance and other information is entered.\u00a0 If the patient pays cash and  does not have insurance, do not enter anything here.\u00a0 Otherwise enter the INSURANCE 1 code, or select it via the \u00a0\u00a0\u00a0\u00a0 drop-down arrow, or lookup (Magnifying Glass).\u00a0 Next select the POLICY HOLDER 1, either the patient or the \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 guarantor.\u00a0 If not \u201cSelf\u201d select the RELATIONSHIP TO INSURED.\u00a0 Enter the POLICY NUMBER, and if applicable the \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 GROUP NUMBER and GROUP NAME.\u00a0 The Policy Dates are optional, but could be entered if known.\u00a0 The CLAIM \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 NUMBER field is for electronic claims sent in the ANSI format.\u00a0 It is used on property\/casualty\/auto claims.\u00a0 This \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 number is assigned by the property and casualty payer.<\/p>\n\n\n\n<p>22.\u00a0 In the next section place a check-mark in the ASSIGNMENT OF BENEFITS\/ACCEPT ASSIGNMENT field if the practice is to receive payment from the insurance payer.\u00a0 Otherwise payment will go to the patient \/ guarantor.<\/p>\n\n\n\n<p>23.\u00a0 Click the CAPITATED PLAN check box if the patient&#8217;s plan is capitated; leave it blank if not.\u00a0 If this field is checked,\u00a0 enter 100 in the Insurance Coverage Percents by Service Classification A field.\u00a0 On the secondary insurance tab, this option becomes Crossover Claim. <\/p>\n\n\n\n<p>24.\u00a0 The DEDUCTIBLE MET field is used to indicate whether the patient has met his or her annual deductible.\u00a0 You can enter the ANNUAL DEDUCTIBLE and COPAYMENT AMOUNT in those fields.<\/p>\n\n\n\n<p>25.\u00a0 In the TREATMENT AUTHORIZATION field you can enter the treatment authorization code from the insurance \u00a0\u00a0\u00a0 company.\u00a0 This is typically only used with UB-04 claims.<\/p>\n\n\n\n<p>26.\u00a0 If applicable enter the DOCUMENT CONTROL NUMBER (original control number) if processing a replacement claim or voided claim.<\/p>\n\n\n\n<p>27.\u00a0 See the \u201cInsurance Coverage Percents by Service Classification\u201d article in the help files for more information on the last section of this tab.<\/p>\n\n\n\n<p>28.\u00a0 If the patient has a secondary insurance click on the POLICY 2 tab to enter that information.\u00a0 Also, if the patient has a tertiary insurance, click on the POLICY 3 tab to enter that information.\u00a0 Both of those tabs are filled out similarly to\u00a0the POLICY 1 tab.<\/p>\n\n\n\n<p>29.\u00a0 Next click on the CONDITION tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"487\" height=\"488\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-11.png?resize=487%2C488&#038;ssl=1\" alt=\"\" class=\"wp-image-593\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-11.png?w=487&amp;ssl=1 487w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-11.png?resize=150%2C150&amp;ssl=1 150w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-11.png?resize=300%2C300&amp;ssl=1 300w\" sizes=\"(max-width: 487px) 100vw, 487px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>30.&nbsp; The first section of this tab relates to\nBoxes 10 (Employment Related), 14 (Injury, Illness, LMP), 15 (Similar &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Symptoms), and 24c (Emergency).<\/p>\n\n\n\n<p>31.&nbsp; The next section relates to Boxes 10 (Auto\nAccident), 16 (Unable to Work), 18 (Hospitalization), and other &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; information for Workers Comp Claims,\netc.&nbsp; The bottom of this section is for\nCondition Codes used with UB-04 &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; claims.<\/p>\n\n\n\n<p>32.\u00a0 Next click on the MISCELLANEOUS tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"659\" height=\"552\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-12.png?resize=659%2C552&#038;ssl=1\" alt=\"\" class=\"wp-image-594\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-12.png?w=659&amp;ssl=1 659w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-12.png?resize=300%2C251&amp;ssl=1 300w\" sizes=\"(max-width: 659px) 100vw, 659px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>33.&nbsp; Starting with the top section, if OUTSIDE LAB\nWORK was done place a check mark in that field, and note the LAB  CHARGES amount.<\/p>\n\n\n\n<p>32.&nbsp; The LOCAL USE A field is typically used to\npopulate Box 10d, while the LOCAL USE B field is used to populate Box 19.<\/p>\n\n\n\n<p>33.\u00a0 The case INDICATOR code is an up to five-character user-defined alphanumeric code that can be used to divide the practice into groups for sorting diagnoses, etc.\u00a0 The Case Indicator field in the Create Claims window is one of the possible filters to identify claims.\u00a0 This field is used strictly as a practice management tool. <\/p>\n\n\n\n<p>34.&nbsp; REFERRAL DATE and PRESCRIPTION DATE can be\nentered if known.<\/p>\n\n\n\n<p>35.&nbsp; If a PRIOR AUTH NUMBER was obtained it can be\nentered here to populate Box 23 on the claim form.<\/p>\n\n\n\n<p>36.\u00a0 The EXTRA 1, 2, 3, and 4 fields provided in this window are user-defined fields which can be used for special entries required by insurance carriers.<\/p>\n\n\n\n<p>37.\u00a0 If the Primary Care Provider is not a physician who practices in your office he or she can be specified in the OUTSIDE PRIMARY CARE PROVIDER field, and the DATE LAST SEEN by that provider can be entered here.<br><br>38.\u00a0 Next click on the MEDICAID AND TRICARE tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"659\" height=\"558\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-14.png?resize=659%2C558&#038;ssl=1\" alt=\"\" class=\"wp-image-596\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-14.png?w=659&amp;ssl=1 659w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-14.png?resize=300%2C254&amp;ssl=1 300w\" sizes=\"(max-width: 659px) 100vw, 659px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>39.&nbsp; This tab is split into 2 sections, the top\nfor Medicaid, and the bottom for Tricare\/Champus.<\/p>\n\n\n\n<p>40.\u00a0 Next click on the MULTIMEDIA tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"624\" height=\"412\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-15.png?resize=624%2C412&#038;ssl=1\" alt=\"\" class=\"wp-image-597\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-15.png?w=624&amp;ssl=1 624w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-15.png?resize=300%2C198&amp;ssl=1 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>41.\u00a0 Images can be attached to the patient\u2019s case here.\u00a0 Any already attached images will be listed on the left side of the tab, and a preview of the selected image will be seen on the right side.\u00a0 To attach a new image click the NEW button, the following window will appear (this will also appear if you EDIT an existing entry).<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"465\" height=\"372\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-16.png?resize=465%2C372&#038;ssl=1\" alt=\"\" class=\"wp-image-598\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-16.png?w=465&amp;ssl=1 465w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-16.png?resize=300%2C240&amp;ssl=1 300w\" sizes=\"(max-width: 465px) 100vw, 465px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>42.\u00a0 First enter a DESCRIPTION for the image, and a NOTE if needed.\u00a0 The attached image can appear in the Patient\u00a0\u00a0\u00a0 record if you place a check-mark in the SHOW ON PATIENT SCREEN box.<\/p>\n\n\n\n<p>43.&nbsp; Next click the LOAD FROM FILE button, and find\nthe file to be attached. <\/p>\n\n\n\n<p>44.\u00a0 Click SAVE when finished.\u00a0 As seen in the image on the previous page, once an image has been attached, you can also PRINT IMAGE, or SAVE TO FILE.<\/p>\n\n\n\n<p>45.\u00a0 Next click on the COMMENT tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"659\" height=\"465\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-17.png?resize=659%2C465&#038;ssl=1\" alt=\"\" class=\"wp-image-599\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-17.png?w=659&amp;ssl=1 659w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-17.png?resize=300%2C212&amp;ssl=1 300w\" sizes=\"(max-width: 659px) 100vw, 659px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>46.\u00a0 Starting at the top left, you can enter any ALLERGIES AND NOTES, but be aware this field is only for in-office use, and is not sent electronically.\u00a0 It can however appear in Transaction Entry and Office Hours.<\/p>\n\n\n\n<p>47.\u00a0 The EDI NOTES section may or may not be used by your electronic claims solution.\u00a0 Please check with support before attempting to use the NOTE REFERENCE CODE or TEXT.<\/p>\n\n\n\n<p>48.\u00a0 The fields in the CONTRACT INFORMATION section may be used when the health plan contract arrangement with the provider is other than fee-for-service.<\/p>\n\n\n\n<p>49.\u00a0 The COMMENT field may print on statements if you format the statement to include case comments, otherwise it can be used as a generic notes field.<\/p>\n\n\n\n<p>50. \u00a0Next click on the EDI tab.<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"610\" height=\"554\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-18.png?resize=610%2C554&#038;ssl=1\" alt=\"\" class=\"wp-image-600\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-18.png?w=610&amp;ssl=1 610w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-18.png?resize=300%2C272&amp;ssl=1 300w\" sizes=\"(max-width: 610px) 100vw, 610px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>51.\u00a0 If applicable, enter a CARE PLAN OVERSIGHT #, HOSPICE NUMBER, or MAMMORGRAPHY CERTIFICATION.\u00a0 If lab \u00a0 work was done you can enter the CLIA NUMBER of the lab here.\u00a0 Medicaid may require a REFERRAL ACCESS #.  If you files claims for this patient under demonstration projects, you can enter a number in the DEMO CODE field so \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 they can be tracked properly.\u00a0 The IDE NUMBER is required when there is an investigational device exemption on \u00a0\u00a0\u00a0\u00a0 the claim, this is usually for vision claims but can also be assigned for other types of claims.\u00a0 See the help files article &#8220;CASE \u2013 EDI TAB\u201d for more information on the ASSIGNMENT INDICATOR and TIMELY FILING INDICATOR fields use.\u00a0 Lastly if the patient is under HOMEBOUND care, that box can be checked.<\/p>\n\n\n\n<p>52.&nbsp; The next section is for\nVISION CLAIMS, and can be used if applicable.<\/p>\n\n\n\n<p>53.&nbsp; The last section is for HOME\nHEALTH CLAIMS.<\/p>\n\n\n\n<p>54.&nbsp; When finished click SAVE.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>01.&nbsp; Go to LISTS then PATIENTS\/GUARANTORS AND CASES. 02.&nbsp; In the left side of the window, select a patient, and then click in the right side of the window.&nbsp; The buttons at the bottom of the window will change to reflect that you are now in the Case section. 03.\u00a0 If you want to edit &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/new-patient-case-in-medisoft\/\"> <span class=\"screen-reader-text\">How to add a new patient case in Medisoft<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":587,"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\/07\/patients-case.jpg?fit=250%2C330&ssl=1","jetpack-related-posts":[{"id":551,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-training-enter-a-new-patient\/","url_meta":{"origin":586,"position":0},"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":605,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-transaction-entry\/","url_meta":{"origin":586,"position":1},"title":"How to create transactions in Medisoft","author":"2kmedical","date":"July 31, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/351291545 To create claims that can billed to Insurance Companies, you will first need to enter the charges (Procedures or services performed on patients) in the Transaction Entry screen. 1.\u00a0 To access the Transaction Entry screen, go to ACTIVITIES, then ENTER TRANSACTIONS, or by clicking the left-most icon just under\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 Claim Management","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/Claim-Management.png?fit=1121%2C747&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":813,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-insurance-payments\/","url_meta":{"origin":586,"position":2},"title":"How to Apply Insurance Payments in Medisoft","author":"2kmedical","date":"May 19, 2021","format":false,"excerpt":"https:\/\/vimeo.com\/552510248 There are two different ways to enter Insurance Payments in Medisoft, (1) on a case-by-case basis, or (2) in bulk via \u201cDeposit Entry\u201d. The first method may be preferable when entering Insurance Payments for one patient, case, or date of service. The second method is preferable when entering Insurance\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":"Insurance Payments in Medisoft","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/Medisoft-Apply-Insurance-Payment-1.png?fit=1200%2C783&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":781,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-clia-number\/","url_meta":{"origin":586,"position":3},"title":"How to enter Clia Number in Medisoft","author":"2kmedical","date":"February 3, 2021","format":false,"excerpt":"https:\/\/vimeo.com\/508191308 To get a CLIA number to print on claims, you just need to verify or add the CLIA Number to your Facility entries, then use the Facility in a patient\u2019s case. First go to \u201cLists\u201d, then \u201cFacilities\u201d. Select a Facility, then click \u201cEdit\u201d. Go to the \u201cFacility IDs\u201d tab.\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 Clia Number","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/02\/laboratory.gif?fit=1200%2C495&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":824,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-patient-payments\/","url_meta":{"origin":586,"position":4},"title":"How to Apply Patient Payments in Medisoft","author":"2kmedical","date":"June 1, 2021","format":false,"excerpt":"https:\/\/vimeo.com\/557804319 Patient Payments in Medisoft There are two ways to enter patient payments in Medisoft; Directly in Transaction Entry, or via Deposit entry. First let\u2019s take a look at entering patient payments via Transaction Entry. Access Transaction Entry via the Activities menu. Select a patient Chart, and if there are\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 Patient Payment","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/Patient-Payments.jpg?fit=832%2C420&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":668,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-mobile\/","url_meta":{"origin":586,"position":5},"title":"Supercharge Your Productivity with Medisoft Mobile 3.2","author":"2kmedical","date":"July 24, 2020","format":false,"excerpt":"Medisoft Mobile has several enhancements in 3.2 With Medisoft mobile you can access patient information, schedule appointments and enter new charges. https:\/\/player.vimeo.com\/video\/365868615 Updated Name DisplayThe patient\u2019s middle initial is now visible on the patient card. Patient Card Screen Case Number\/DescriptionIn addition, the case Number and Description now appears on the\u2026","rel":"","context":"In &quot;What's New&quot;","block_context":{"text":"What's New","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-23\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Medisoft-Mobile.png?fit=1200%2C768&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/586"}],"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=586"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/586\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/587"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=586"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=586"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=586"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}