Training and Classes available

Medisoft v22 Training

Medisoft Training will include

  • Using Medisoft Tips and Tricks
  • Upgrading Medisoft v21
  • Medisoft Mobile App
  • ICD10
  • Encoder Pro use
  • Codes on Disk use
  • Relay Health Services ie EDI, ERA and patient eligibility
  • BillFlash Services ie Professional Statements, eStatements, ePay
  • Auto Rewind Demo

Training and Classes Options

  •     One on One Training with individual staff members or new staff

  •     Full Training on site with your staff

   We can travel to your area for training classes.  You are never too far!  

         Plan a training class in your area.  Minimum 10 people required. You gather 10

          participants and we come in and do the training.

  •    Web Connect Training

  •    Interactive Training CD

Interactive Training CDs

Medisoft Training Class

Medisoft Training Class   Beginner Class      

  •    Navigate the program

  •   Menu Bar

  •   Speed Bar

  •   Shortcut Bar

  •   Tool Bar

  •   Enter data correctly

  •   Open the correct practice

  •   Enter patient demographics

  •   Enter case information  including insurance information, diagnosis, etc

  •   Posting Charges

  •   Entering CPT codes and modifiers

  •   Code for medical necessary

  •   Posting Payments

  •   Setting up your payment codes to get the most from your reports

  •   Enter copays

  •   Create and print a claim on CMS 1500 form

  •   Creating claims

  •   Printing Primary and Medicare claims

  •   Printing secondary claims

  •    Office Hours

  •   How to open and use Office Hours

  •   How to schedule an appointment

  •   how to reschedule an appointment

More than a Beginners Class      

  •     Creating a new Practice

  •     Creating a new provider

  •      Program Options Tab

          How to use each tab to it's full potential

  •     Multiple Cases for a patient

When and Why?

  •   Using Multilink

  •   Creating transaction notes

  •   Verify insurance eligibility with copay and referral information in real time

  •   Setup Defaults

  •   Using Quick ledger

  •   Entering Insurance Payments

  •   Transaction entry screen

  •   Enter payments and adjustments window deposit entry

  •   Applying payments and adjustments

  •   Balancing your day sheet, deposit report and payment report

  •   Navigating the Patient Statement

  •   Data Back up

  •   Printing patient labels

  •   Running Month end reports

Revenue Management

  •     Set up Collaboration Compass

  •     Complete Contract Agreements for carriers

Advanced Class    

Office Hours Professional

  •   Using Breaks, Resources, creating reason list

  •   Waiting patient list

  •   Recall list

  •   Missed appointment tracking

  •    Security and Permissions

  •    Audit Generator

  •    Fee Schedules

  •    Making Collections easier with Collection Wizard

  •    Work Administrator

  •    Design Custom Reports

  •    Scheduling Backups

  •    Rejection Codes

  •    Insurance Over payments or Take Backs

  •    Statement Manager

  •    Billing Cycles

  •    Working Accounts Receivable in Claims Management

RelayHealth EDI Training Class

1/2 day sessions

RelayHealth ePrescribing Workshops

1/2 day sessions

On Track Medical Billing Services
(707)538-7082 Phone
81-2013 Fax
(707)975-2393 Cell (emergency #)
Practice name:
Your email address:
Your phone