Our standard Medisoft training includes several separate three-hour private training sessions, in your office, or over the web, to fully familiarize your key employees with the software and associated computer routines. Network systems receive an additional training session to assure the highest level of productivity in a multi-user, multi-tasking environment.

The initial training takes place following installation, and is primarily concerned with the physical equipment and the process of data entry, i.e. procedure codes, carriers, diagnoses, and practice setup. Training sessions are usually spaced 1 - 3 weeks apart in order to allow you time to use and become familiar with the system. The following sessions will be scheduled after you have entered the information needed to complete your first billing, so that we can guide you through your first batch of EOBs, entry of receipts, and creation of various reports. Following our standard training, you will feel quite familiar with the system.

Our standard Medisoft training includes several separate three-hour private training sessions, to fully familiarize your key employees with the software.

Training Session Agenda

Standard Medisoft Training Topics

Session 1

• Icon / menu usage
• Office information setup including provider ID numbers
• Insurance carriers setup
• Provider and staff information setup
• Address codes setup (referring physician, facilities, attorneys, etc.)
• Diagnosis codes setup
• Service / procedure codes setup
• Payment / adjustment codes setup
• Multi-link usage
• Data backup

Session 2

• Patient information entry
• Transaction entries (including services and patient payment)
• Receipt printing
• Insurance billing (individual and batch printing)
• Ledger instructions

Session 3

• Insurance payment posting / EOB (review and application)
• Payment deposit screen
• Secondary and tertiary billing
• Patient statements
• Report printing
• Utilities usage
• Month-end processing procedures

Session 4

• Summary and review
• Office Hours appointment scheduler
• Formatter
• Electronic claims - options available
• List printing and form letters