Medisoft

This feature lets users create reusable charge sets that combine diagnosis codes with related CPT codes for common visits such as DOT physicals, injections, and well-child appointments. The functionality also supports diagnosis pointers and CPT modifiers while keeping individual codes editable for more complex encounters. This can reduce repeated diagnosis-code entry and lower the risk of claim rejections caused by typing errors.

This capability generates good-faith cost estimates for planned procedures by checking a patient’s insurance eligibility against the relevant procedure codes. The estimate accounts for coverage adjustments, copays, coinsurance, remaining deductibles, previous payments, and charge history, while also supporting self-pay and uninsured patients. This gives practices a more complete view of expected patient responsibility before services are provided.

This functionality uses date-based alerts to identify service dates that fall outside configured parameters during transaction entry. Users can customize these rules and copy existing messaging logic when creating new alerts, including checks tied to new CPT and ICD-10 codes. It can reduce coding errors related to invalid service-date ranges and make early-year or end-of-year transaction entry more consistent.

The functionality lets users flag and delete multiple unprocessed charges at the same time instead of clearing them individually. It can shorten charge-cleanup work when billing staff need to remove several pending entries from the queue.