Tracking charges, payments, and adjustments in Medisoft can quickly become overwhelming, especially when dealing with multiple transactions in a patient’s account. The document number (or invoice number) feature simplifies this process by grouping related transactions, making it easier to review, reconcile, and manage patient accounts more efficiently.
Why Use Document Numbers?
When viewing a patient’s Transaction Entry window, you may see a long list of charges and payments, making it difficult to determine which payments apply to which charges. By enabling document numbers, you can filter and group transactions by specific dates of service, creating a more organized view of the patient’s account.
How to Enable Document Numbers in Medisoft:
- Go to File > Program Options
- Select the Data Entry tab
- Check “Force Document Number”
- Click Save
Once enabled, a Document Number field will appear in the Transaction Entry window. This allows you to select a document number and instantly filter the view to see only the charges and payments
associated with that specific date.
Understanding Document Number Formatting
Each document number is based on the date of service. The format follows this structure:
- First two digits = Year (e.g., 25 for 2025)
- Next two digits = Month (e.g., 01 for January)
- Next two digits = Day (e.g., 30 for the 30th)
- Last four digits = Sequential numbering (0000)
This makes it easier to locate and reference specific transactions based on their date.
Want to see how it works in action? Watch our step-by-step video guide to learn how to enable and use document numbers in Medisoft effectively.
Try it out and see how this feature can help you keep your transaction records clear and organized!
If you have questions after watching, feel free to contact us. Our team is here to help you make the most of the Medisoft features.
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