Medisoft is a powerful tool, but many users miss out on its full potential by using it right out of the box without customization. In this video, we’ll walk you through how to customize various windows in Medisoft to make the software work better for you, helping you become more organized and efficient.
Customizing the grids and views in Medisoft allows you to quickly access the information you need while eliminating clutter. This not only saves time but also helps you work more methodically, improving your overall workflow.
Let’s start with the transaction entry window. Medisoft allows you to modify the columns in any grid view. Here’s how:
- Access the Customization Options:
- Open the transaction entry window.
- Click on the black dot in the top left corner to access the customization
options.
- Click on the black dot in the top left corner to access the customization
- Remove Unnecessary Columns:
- Uncheck columns you don’t need, such as NDC code fields or specific service
types.
- Uncheck columns you don’t need, such as NDC code fields or specific service
- Rename columns if needed to reflect their content better.
- Add Useful Fields:
- Right-click to add new fields, like the remainder amount, to make sure you have all
the information you need at a glance.
- Right-click to add new fields, like the remainder amount, to make sure you have all
- Rearrange Columns:
- Click and drag columns to reorder them based on your workflow preferences.
- Click and drag columns to reorder them based on your workflow preferences.
The same customization logic applies across different windows in Medisoft, such as the patient list, case list, insurance carrier list, and more. Here’s how:
- Patient and Case Lists:
- Access the customization by clicking the black dot in the top left corner.
- Remove or add columns based on the specific data you need, like email addresses
or co-payment amounts.
- Remove or add columns based on the specific data you need, like email addresses
- Other Lists (Insurance, Diagnosis, Procedure Codes):
- Follow the same steps to customize the view, ensuring that you have quick access
to the most relevant information.
- Follow the same steps to customize the view, ensuring that you have quick access
Taking a few minutes to customize your Medisoft setup can significantly enhance your efficiency. By tailoring the views and grids to your specific needs, you can ensure that the most important information is always at your fingertips. Whether you adjust the transaction entry window or tweak the patient list, these small changes can make a big difference in how you use Medisoft daily.
If you have any questions or need further assistance, don’t hesitate to reach out to us. We’re here to help you get the most out of Medisoft!
AZCOMP Technologies – the Number 1 eMDs 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.
For more information about Medisoft, visit our website here: https://www.azcomp.com/medisoft/
For more information about AZCOMP’s Medisoft support services, visit our website here: https://www.azcomp.com/medisoft/medisoft-support
Get AZCOMP’s Help
If you are having any problem with Medisoft whatsoever, we can solve it for you. Also, if you’d like to get more out of Medisoft…meaning, if you’d like to take Medisoft to the next level and have it become a powerful tool for your practice, we can help you get there!
We can help with speeding up your electronic claims process and help you save time. We can help you streamline your patient statements process, and make it so your patients can pay you online while you sleep. We can set Medisoft up for you to automatically remind your patients of their appointments and confirm their attendance. We can help with more as well.
Please give us a call at 866-932-9642 to talk to a Medisoft specialist and we’ll help you get the most out of Medisoft!
