Version 14 Feature Matrix
Accounting/Billing Medisoft Version
v7 v8 v9 v10 v11 v12 V14
Customized Aging Buckets X X X X X X X
Withhold Code Type for Procedure Codes X X X X X X X
Automatic Rebill for Claims X X X X X X X
Serialized Superbills X X X X X X X
Multi-link Treatment Plans X X X X X X X
Deactivate Codes X X X X X X
Color-coding Transactions and Quick Ledger X X X X X X
Dunning Messages for Statements X X X X X X
Statement Management X X X X X
Cycle Billing X X X X
Rules-based Collection Assignments X X X X
Actionable Collection Work List X X X X
Task or Date-driven Collection Workflow X X X X
On-demand Collection Letters X X X X
Insurance Groupings for Reporting and Analysis X X X X
Automatic Recalculation of Patient Remainder Balance X X X
Automatic Small Balance Write-off X X X
Remittance Tracking for Secondary Claims X X X
Integrated Electronic Eligibility Checking X X X
Missed Copay Tracking X X
Unprocessed Transactions (Holding Tank) X X
Aging View in Transaction Entry X X
CCI/LMRP Claim Edits* X X
Claim Level Response Reporting* X X
Timely Filing Letters* X X
Custom Claim Edits* X X
UB-04 Paper and Print Image X
Custom Dates on ERA Posting X
Global Days X
Billing for 8 Diagnosis Codes X
*Available with Claims Manager Subscription
Usability Medisoft Version
Set Default Data Fields v7 v8 v9 v10 v11 v12 V14
X X X X X X X
Customizable Tool Bar X X X X X X X
Option to Display Subtotals X X X X X X X
Customized Data Screens X X X X X X X
Warn on Duplicate Patient X X X X X X X
Auto Tax Entry X X X X X X X
Streamlined Transaction Entry X X X X X X
Field Data Checking X X X X X X
Patient Flagging X X X X X
Show Remainder When Applying Payments X X X X X
Apply to Oldest When Applying Payments X X X X X
Select Multiple Claims to Print or Reprint X X X X X
Enter Payments Directly from Office Hours Pro X X X X
Sort Columns by Clicking on Column Heading X X X X
Access Patient Information on Insurance Screens X X X X
Manage Claims from Quick Ledger & Transaction Entry X X X X
Print Quick Receipt Directly from Office Hours Pro X X X
One-click to Change Responsibility for Transactions X X X
Streamlined Quick Ledger View X X X
Statement Conversion Wizard X X X
Rules-based Worklist for Daily Office Tasks X X X
Copy, Edit, Add New Case Directly from Office Hours Pro X X X
Reschedule Status in Office Hours Pro X X X
Audit Generator with Chart Number Filtering X X
Patient Quick Entry X
Multi-Practice Conversion X
Scheduled File Maintenance X
Dashboard - Warnings X
Dashboard - Logged in Users Utility X

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Version 14 Feature Matrix
Reporting Medisoft Version
Custom Report Designer v7 v8 v9 v10 v11 v12 V14
X X X X X X X
Enhanced Filtering Options X X X X X X X
Facility Report X X X X X X
Quick Receipt and Quick Statement X X X X X X
Patient Collections Reports X X X X X
Insurance Collections Reports X X X X X
Unapplied Copayment Report X X X X
Facility Filter Added to Reports X X X X
Advanced Reporting Module-based on Crystal Reports X X X X
View and Print All Future Appointments for Patients X X X
New Remainder Statement X X X
Standard Crystal Reports X X
Export to Microsoft Excel X X
Standard Patient by Insurance Report X X
Standard Patient by Diagnosis Report X X
Standard Patient by Procedure Report X X
Case Billing Code Filter on Standard Reports X X
Global Days Report X
Dashboard - Totals X
Dashboard - Trending X
isoft Versi
Special Features Me d on
Office Messenger v7 v8 v9 v10 v11 v12 v14
Multimedia File Storage X X X X X X X
Online Updates X X X X X X X
Encoder Pro X X X X X X X
Integrates with Microsoft Excel X X X X X
Interfaces with EMR packages X X X X X
Interfaces with Lab Systems X X X X X
Seamless Integration for e-Prescribing X X X X X
Patient Archiving X X X X
Workflow Administrator X X X X
Data Collaboration X X X
Standard Integrated Word Processor (Final Draft) X X X
Standard Chart Number Change Utility X X
HL7 Interface* X X
Integrated Dashboard X X
Data Export/Import X
* Additional fees may apply X
isoft Versi
Security/HIPAA Me d on
5 Levels of Permissions and Security v7 v8 v9 v10 v11 v12 v14
Print Permissions Grid X X X X X X X
Auto Log-off X X X X X X X
Warn on Unapproved Codes X X X X X X X
Unique Identifier Fields X X X X X X X
Security Permissions on Reports X X X X X X X
ANSI Standard Electronic Claims X X X X X X
HIPAA Security Ready X X X X X
Rules-based Password Management X X X X
User Access History Reporting X X X X
Multi-level Trigger Management X X X X
Global Security X X
Security Added to MediUtils X X