ALERT: Medisoft v15
Service Pack 2 Fixes - Released November 24, 2009
service pack offers many new corrections, improvements, and enhancements to help
you manage your practice.
Hot Fix - Included
in Medisoft v15 Service Pack 1 - Released March 31, 2009
Great news! The hot fix for Medisoft v15 that
resolves known issues in the transaction entry portion of the product is
now available. The hot fix enjoyed a smooth beta process, enabling us to
release ahead of the scheduled April 2 general availability date. For
Service Pack 1 Fixes, click here.
Medisoft and Office Hours Professional Now Install in the Same
Modified the installer to install the Office Hours Professional
program in same directory as Medisoft. This path is a default
option; users can select a different directory, if needed, when
installing Office Hours Professional. Also, Medisoft must be
installed first for Office Hours Professional to identify the path
and then install the application in this location.
Unprocessed Transactions Window Resizing
Corrected an issue with the Unprocessed Transaction window not
staying in a maximized state (fully opened) after editing an
Returned Walkout Receipts to the Open Report Window
Returned Walkout Receipt reports to the Open Report window, accessed
from the Reports menu, Custom Reports List command. Note: in most
cases, you will usually run the reports from the Transaction Entry
using the Quick Receipt or Print Receipt buttons to bind the receipt
to a specific record.
- Correction and
Enhancement: Eligibility Icon Display and Eligibility Verification
Corrected an issue with red X eligibility icon appearing on the
Appointment grid in Office Hours and Office Hours Professional for
practices that are not using eligibility verification. Also modified
eligibility verification logic in Office Hours to enhance
performance. Eligibility is now checked or updated manually by users
on a case-by-case basis or checked via a batch process such as a
scheduled eligibility verification run set up in the Task Scheduler.
Include the “Patient” Flag on a Default Record or Template
Modified the Patient window Set Default feature and the Patient
Quick Entry Template. These features now support selecting the Flag
drop-down list as a default setting in new patient record. When
using the Set Default feature, you can create a new patient record,
and on the Other Information tab of the Patient/Guarantor window,
you can now select a value from the Flag drop-down list. Choices are
labeled and display the default color code (assigned on the Color-
Coding tab of the Program Options window). After you make this and
other selections and click Set Default, these values are then used
in your next new patient record. When using the Patient Quick Entry
feature, you can create a new patient template (Lists menu, Patient
Entry Template) that includes the Flag drop-down list. You can also
assign a default value which would populate when you use this
feature to create a new record (Activities menu,
Patient Quick Entry).
Set Default Feature is Including the User Code
Modified the logic of the Set Default feature. If you had added the
User Code field to the Patient List grid and have multiple users,
the Set Default feature was displaying in the User Code field the
User ID of person that set the defaults using the feature, not the
person that actually uses the defaults to create the new patient
record. Corrected this situation by removing the logic that had
linked User Code field to the Set Default feature. Now, if the User
Code field is added to the Patient List grid, the field will contain
the User ID of the person that creates the new record.
Visit Number Field Increment Logic
Corrected errant logic for the Visit Number field. If you have added
this field to the Transaction Entry grid, the previous logic was
causing the Visit Number field to incorrectly increment when a note
was added to an existing line item in a case with multiple
transaction entries. The new logic ties Visit Number increment to
occur if a transaction date is edited or when the line item is the
first in the series.
New Patient Quick Entry Data Duplication Logic
Added logic to the Patient Quick Entry feature that now checks the
practice database for duplicate social security numbers when
creating a new record and entering a social security number. If the
social security number is already in the database, the application
will display a warning message when you save the record. You can
then modify the record and save it.
- Correction: UB
Claims Printing Logic
Corrected an UB-04 claim printing issue. The logic was not pulling
the correct data for box 43 and was printing the description of the
procedure code instead of a description of the revenue code.
Telephone Number Update Logic in Office Hours Professional
Corrected telephone number update logic in Office Hours
Professional. Updating a telephone number in the Patient Guarantor
window (launched in this case by selecting an appointment on the
Appointment grid and pressing F9 and then pressing F9 in the Edit
Appointment window in the Chart field) would produce a WorkQuerry
Error 7200 message. This service pack corrects this issue.
Show Remainder Only and Show Unpaid Only Boxes Saves Last
Selection for Next Use The Show Remainder Only and Show Unpaid Only
boxes on the Apply Payment / Adjustments
to Charges window were not holding the checked or cleared status
when the window was reopened from the Deposit List. For instance, if
the Show Unpaid Only box is selected and the window was closed but
then reopened from the Deposit List, that previous state (checked)
should have displayed when the Deposit List reopened. This service
pack corrects this issue.
Using the Case Window/UB 04 Window with the Set Defaults Feature
Some users that actively generate UB-04 claims have encountered a
7057 error message when entering new UB-04 information. This
situation only occurs if users have clicked the UB04 button on the
Case window and then on the UB-04 window (displayed in the Case
window) selected the Set Default box on the Case window. Using the
Set Default button with UB-04 case data was causing this error
because the logic was not excluding some of the unique UB-04 data
that should not be set as a default. If you used the UB-04 feature
or plan on using it now or in the future but have never clicked the
Set Default button for UB-04 window displayed in the Case window,
this update when installed
corrects the problem and no other action is required.
View Transactions Button in Apply Payment/ Adjustments Window
Corrected an error that occurred when posting insurance payments and
moving between the Apply Payment / Adjustments to Charges window and
the Transaction Entry window via the View Transaction button on the
window. When moving between the windows after opening the
Transaction Entry with the button, the application was producing an
error when the View Transaction button was clicked after the initial
movement between the windows.
New Columns and Sorting Options Available in Deposit List Detail
Added new sorting functionality to the Deposit Detail grid. After
launching the Deposit List from the Activities menu, and
adding/applying a deposit, you can select deposit and click the
Detail button to use the new sorting functions to view the order in
which the deposit was posted and view the applied deposits in
relation to the payments.
Use the Charge Reference column to sort charges and deposits in a
linear order with the charge from the Transaction Entry appearing
first, followed by the applied portion of the deposit to the charge.
The Charge Reference column is removed from the grid when you select
the Hide Charges box. In this case, the Charge Reference column is
not needed since it is used to link charges to their respective
deposits. When you clear the Hide Charges box, the Charge Reference
column returns to the grid unless you have removed it from the grid.
Use the Entry Number column to sort the Deposit List in the order in
which the charge or deposit was entered. The sorting gives you a
historical snapshot of the order and your actions with creating the
charges and applying deposit. Select the Hide Charges box to quickly
sort the Deposit List by applied deposit line items. When the
Deposit Detail window opens, it initially sorts using Charge
Reference number followed by the Entry Number. Click any of the
Deposit Detail grid columns to sort the grid in ascending/descending
order. Note: the Patient Name and Unapplied Amount do not sort when
Error Using the F10 Key for Eligibility Verification in Office Hours
Corrected an issue with using the F10 key for Eligibility
Verification in Office Hours Professional. In some instances, users
would intermittently receive a 607 error message, usually when
verification was attempted for the first time for a patient. Updated
database table population logic to correct the problem.
Custom Report Loading Logic
Corrected custom report loading logic. After creating a new walkout
receipt style report in the Report Designer, the application was not
running the new report. Running the newly created report produced an
New Options for UB 04 Claim Report
Added new options to the UB 04 custom report/claim to address
different carrier requirements.Previous versions of Medisoft
included the Group Transactions by Revenue Code box is for use with
the UB-04 claim form. If you check this box, the amounts of all
transactions containing the same assigned revenue code are added
together and placed on a single line in the UB-04 form. When you
select this box, the Date Included button is also selected by
default—a new option. You can keep this setting or select the Date
Excluded button—also a new option. These options
address the need that different UB 04 claims users might have. In
some situations, carriers require the grouping to include the date
while others do not need the date. Check with your carrier and, if
needed, create your own specific version(s) of this report using the
Date Included or Date Excluded options.
If you need to group transaction by revenue code you will need to
either build your own custom UB 04 claim report or modify the system
supplied UB 04 report by opening the Medisoft Report Designer and
using the Open Report option to select the UB04 (Primary) report.
Then select the Report Properties command from the File menu and
click the Group Transactions by Revenue Code box. Select either the
Date Included (default selection) or Date Excluded. Click
OK. Save the report using a new name, if desired, and run the report
from the Reports menu in Medisoft.
Also added internal logic to improve internal report production and
enhanced report layout.