Start Automating Your Patient Eligibility Process with the Medisoft EDI Eligibility Tool
Manually verifying patient eligibility is one of the most time-consuming and repetitive tasks in any medical office. Calling insurance companies, logging into multiple portals, typing in patient data—it all adds up to lost time, delayed payments, and frustrated staff.
For Medisoft users, there’s a better, faster, and smarter way.
In this video, we show you how to automate your insurance eligibility verification process using Medisoft EDI (powered by eMEDIX), saving hours every week and streamlining your entire workflow.
Check It Out Here:
3 Ways to Automate Patient Eligibility Using Medisoft EDI Eligibility
1) Automate Patient Eligibility for All Scheduled Appointments
With eMEDIX Eligibility, you can configure Medisoft to run eligibility checks automatically for every patient on your schedule without lifting a finger.
Once it’s set up, the system checks eligibility overnight, so your team walks in every morning with instant visibility into which patients are verified, which need attention, and which don’t have active coverage.
✅ Green checkmark = Verified and ready to go
⚠️ Yellow flag = Coverage issue or missing info
❌ Red X = No active insurance coverage
This “set it and forget it” automation saves hours every week and helps your team act quickly to resolve insurance issues before a patient even walks through the door.
2) Add New Patients Faster With The “New Patient quick Add” Feature
Entering a new patient from scratch can take several minutes—especially if you’re doing it the old-fashioned way. With eMEDIX Eligibility, Medisoft offers a New Patient Quick Add tool that simplifies the process dramatically.
With just a few fields—name, DOB, provider, and policy number—Medisoft will:
- Create the patient chart
- Create the case
- Run eligibility automatically
- Pull in demographic info directly from the payer’s system
You’ll eliminate manual data entry and cut down the time it takes to add new patients to just a fraction of what it used to be. It’s a huge time-saver your staff will love.
3) Instantly Verify Eligibility for Individual Patients
Need to verify a single patient? You can do that too with just the click of a button!
Whether you’re scheduling a same-day appointment or confirming coverage during a phone call, you can easily verify eligibility right from the appointment screen or the patient case window in Medisoft.
Within 30 seconds, Medisoft will return real-time coverage details—copays, deductibles, covered services, and more—all displayed in a clean, easy-to-read format.
Ready to Save Time and Boost Your Workflow?
If you’re already using Medisoft EDI / eMEDIX, adding eligibility automation is easy. Just reach out to our Medisoft support and we’ll activate it for you.
Not using Medisoft EDI yet? We can help you switch. Eligibility automation is just one of the many powerful features available with Medisoft EDI, and you can learn more about why so many practices are making the switch here:
👉 Why You Should Switch to Medisoft EDI Clearinghouse
Here at AZCOMP we want to help you eliminate manual work, streamline your billing, and increase revenue with automation that actually works.
AZCOMP Technologies – the Number 1 CGM reseller for Medisoft since 2005.
We are the ultimate source for all things Medisoft. Whatever your question or problem or need with Medisoft, we can help you. AZCOMP can help with sales, training, coaching, installation, support, EHR, add-on tools such as the Medisoft preferred clearinghouse, or patient statements, patient payments, appointment reminders and more.
If you are having any problem with Medisoft whatsoever, we are here to help. And if you’d like to get more out of Medisoft we can help with that too! Feel free to join our medisoft webinars or if you need something specific you can sign up for a one-on-one training. Together we can take Medisoft to the next level and have it become a powerful tool for your practice!
