Medisoft

How do I create a new patient in Medisoft?

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Summary

Enter the new patient into Medisoft using the assigned new-patient number and the Confidential Patient Information form, then verify the account before saving.

1
Confirm the patient has an assigned new-patient number from the New Patient Log, and have the CPI form in front of you.
CPI form — the source for every field you key into Medisoft
CA Manual, p. 9 · click to zoom
2
In Medisoft, go to the Lists menu > Patients/Guarantors and Cases. The Patient List screen appears.
3
With the Patient radio button selected at the top of the Patient List, click New at the bottom of the screen to open the Patient/Guarantor screen.
Medisoft — Patient List (Lists > Patients/Guarantors and Cases): Patient selected, click New Patient
Medisoft v21 Guide, p. 94 · click to zoom
4
On the Name, Address tab, enter the chart number (new-patient number), name, address, birth date and phone from the CPI form (use general terms here — never paste protected information into this assistant).
Medisoft — Patient/Guarantor: Name, Address tab for chart number, name, address and birth date
Medisoft v21 Guide, p. 95 · click to zoom
CA Manual version — force the chart number from the NP Log, then key patient information
CA Manual, p. 61 · click to zoom
5
Click the Other Information tab to set the assigned provider and referral source noted by the marketer, then click Save.
6
Back on the Patient List, select the Case radio button and click New to create the case; on the Personal tab enter the case description, guarantor and marital/employment details, then use the Diagnosis tab to enter the diagnosis codes and click Save.
Medisoft — back on the Patient List, select Case and click New Case
Medisoft v21 Guide, p. 99 · click to zoom
Medisoft — Case screen: Personal tab for the description, Diagnosis tab for the codes
Medisoft v21 Guide, p. 100 · click to zoom
CA Manual version — diagnosis codes from Exam 1 of the Travel Card, entered before any charge posts
CA Manual, p. 62 · click to zoom
7
Go to the Activities menu > Enter Transactions (or click the Transaction Entry speed button on the toolbar). The Transaction Entry screen appears.
Transaction Entry — the toolbar icon (highlighted) opens the charges screen
CA Manual, p. 63 · click to zoom
8
At the top of Transaction Entry, select the Chart and the Case you just created, then in the Charges grid click New and enter the date and the service codes from the Travel Card.
Medisoft — Transaction Entry: set Chart and Case at the top left, then New in the charge grid
Medisoft v21 Guide, p. 105 · click to zoom
9
Click the MultiLink button, choose the MultiLink code, click Create Transactions to post the linked charges, then click Save Transactions.
Medisoft — charge posted; MultiLink applies the code set, then Save Transactions
Medisoft v21 Guide, p. 106 · click to zoom
Medisoft — MultiLink Code screen: the linked procedure codes posted as one group
Medisoft v21 Guide, p. 86 · click to zoom
CA Manual version — chart number top left, MultiLink on the bottom bar, then Save Transactions and Update All
CA Manual, p. 63 · click to zoom
10
To post a payment, click Apply in the Charges area, enter the amount in the Apply Payment to Charges screen, click Save Payments, then Close.
Medisoft — click Apply in the Payments, Adjustments and Comments area to apply the payment
Medisoft v21 Guide, p. 107 · click to zoom
CA Manual version — New in the Payments section, then Apply and Save
CA Manual, p. 64 · click to zoom
11
Verify the account: with the patient selected, click the Quick Ledger speed button (or press F7) and confirm the balance matches the Patient Ledger (Gold) Card.
Medisoft — Quick Ledger (F7): confirm the Account Total matches the Gold Card
Medisoft v21 Guide, p. 111 · click to zoom
CA Manual version — Quick Ledger toolbar icon (highlighted)
CA Manual, p. 64 · click to zoom