Improving Billing Accuracy with Transaction Entry Alerts in Medisoft

What Are Transaction Entry Alerts?

Transaction Entry Alerts in Medisoft are customizable notifications that appear during the charge entry process. They help billers remember to apply specific modifiers or codes based on set rules, reducing the likelihood of claim denials. With this feature, you can create rules for reminders like adding a modifier when necessary or ensuring the right diagnosis code is included.

Setting Up Transaction Entry Alerts

1. Accessing the Alerts:
   
   • Navigate to the List Menu and select Transaction Entry Alerts.
2. Creating a New Alert:
   
   • Click on New to set up an alert. Define a clear message that will
     display when the rule is triggered.
3. Defining Rule Conditions:
   
   • Specify the conditions that will trigger the alert. You can customize by:
     
     • Insurance Code: Apply the rule to specific insurers or leave it blank for all
       insurers.
     • Procedure Codes: Set rules for CPT codes, such as requiring a 25 modifier for
       Medicare claims.
     • Diagnosis Codes: Ensure necessary diagnosis codes are present.
     • Claim Type: Choose primary, secondary, or all claims.
4. Date Range Option:
   
   • If a rule is temporary, like a regulation update, you can set a date range to
     apply it only during the relevant time period.
5. Copy and Adjust Rules:
   
   • Easily copy and modify existing rules to create new ones, saving time.
     
     

Example Use Case

A common scenario involves adding a 25 modifier when submitting a Medicare claim using CPT code 99215. With a Transaction Entry Alert, Medisoft will automatically prompt you if the modifier is missing, ensuring compliance before the claim is submitted.

• Alert Message: “Add a 25 modifier when other CPT codes are present with
  99215 for Medicare claims.”
• Decision Options: You can choose to proceed without changes if the modifier is
  unnecessary or go back to correct it.
  
  

Exporting and Importing Alerts

For users managing multiple practices, Medisoft allows you to export and import alert rules. This eliminates the need to recreate rules manually across different systems, saving valuable time.

Transaction Entry Alerts in Medisoft are an invaluable tool for reducing billing errors, improving accuracy, and ensuring compliance with payer requirements. By setting up alerts tailored to your practice’s needs, you can streamline your billing workflow and minimize claim rejections.

Take advantage of this powerful feature to optimize your billing process and improve overall operational efficiency.

Need More Help?

If you have any questions or need assistance with Medisoft, feel free to reach out. Stay updated with our blog for more tips on optimizing your billing processes!