Beginning of the Year Best Practices – Automate Patient Eligibility in Medisoft
Are you seeing your patients for free? You could end up doing just that if you don’t do this at the beginning of each year in Medisoft.
The first of the year is when all patient deductibles get reset back to zero. This means that anytime you treat a patient near the beginning of the year, you should be fairly suspicious that the patient will be fully responsible for the visit or treatment. It should be a very high priority of the medical office to make sure they know what the patient will owe and what portion of the deductible has already been met. You can do this by checking the insurance eligibility for the patient.
In Medisoft, there is a feature that allows you to check patient eligibility very quickly for individual patients. Even better, you can set up an automated task within Medisoft so that on a schedule that you set, Medisoft will automatically check the patient eligibility without you doing anything. The eligibility results are stored in a few convenient places within Medisoft, making it super easy for you to see where your patients are at.
In This Video…
In this video, our trainer will show you how to use Medisoft to automatically run patient eligibility, and will show you how to access the information. If you need help learning more about how to set this up and what other benefits you’ll get from these features, please check out any of our other videos or contact our office to get the help you need.
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