Case Management
What do I do for an NSF (non-sufficient findings) exam?
Organization ApprovedSource Verified
Summary
Still process the patient as a new patient, but override the Medisoft charge to zero and do not bill or lien. If there are no exam findings, no x-rays, therapies, or take-home cold pack are provided.
- 1Process the patient as a new patient: sign-in, Appointment Book, new-patient count, and patient number.
- 2Once the doctor examines the patient, maintain records for seven years.
Examination form — where findings are recorded (redacted sample)
CA Manual, p. 16 · click to zoom
- 3In Medisoft, go to Activities menu > Enter Transactions, select the patient's Chart and Case, click the exam charge line in the Charges grid, type 0.00 in the Amount field, then click Save Transactions.
Medisoft — Transaction Entry: type 0.00 in the Amount field of the exam charge line
Medisoft v21 Guide, p. 106 · click to zoom
- 4Do not bill the patient or file a lien for that service.
- 5If there are no exam findings, do not provide x-rays, therapies, or take-home cold pack.
Citation
CA Manual, New Patient Process (NSF), p. 9 · Revised 2/9/26Answers source the CA Manual first; the Medisoft guide is used only where the CA Manual does not cover the task.