Managing a busy medical office means every minute counts. But if you’re still entering new patients manually or reviewing appointments the hard way, you might be missing out on two powerful tools built right into Medisoft: New Patient Quick Add and Day-End Review. 

Here’s what you need to know about how these features work and how they can save you serious time. 

New Patient Quick Add: Create a Chart, Case, and Verify Insurance in One Step 

If a brand-new patient calls to schedule an appointment, the last thing you want is a 10-minute data-entry chore. With the New Patient Quick Add feature in Medisoft, you only need to enter 7 basic fields: 

• First Name 

• Last Name 

• Date of Birth 

• Assigned Provider 

• Insurance 

• Policy Number 

• Case Description 

Once submitted, Medisoft will automatically: 

• Create the patient chart 

• Create the case 

• Run real-time insurance eligibility verification 

• Pull demographic information from the payer’s system into the chart 

This process takes just seconds and eliminates the need for duplicate data entry. Even better, it works whether you’re using Office Hours or simply accessing the Patient List within Medisoft. 

You’ll instantly see whether the patient has active coverage, along with deductible and coinsurance information. All pulled in automatically. 

Do you want to save even more time? Just click Check All to import all demographic fields into the chart, then hit Save—and you’re done.  

Day-End Review: Reconcile Charges and Claims with Confidence 

The Day-End Review feature is another hidden gem in Medisoft that helps you quickly verify if all charges and claims have been handled for a specific date or range of appointments. 

You can access Day-End Review from: 

• The shortcut toolbar (calendar icon with a checklist) 

• Or the Activities menu 

Once you run it for a selected date range, Day-End Review will show: 

• Which appointments are missing charges 

• Co-payments that were collected 

• Charge totals 

• Claim numbers and their statuses 

• The case number tied to the appointment 

You can filter the results by provider, facility, or reason for visit—or leave it wide open to see everything at a glance. This is a great tool to ensure all appointments have corresponding charges and claims submitted. 

If anything is missing or not sent, you’ll spot it right away. No more guessing or combing through schedules manually. 

Bonus: You can export the list for follow-up or reporting. 

See It in Action 

Both of these tools are built into Medisoft and ready to use. Most practices don’t realize how much time they can save by using them. 

Watch our walkthrough video to see how they work and how easy they are to set up: