Medisoft Tip - When to Start a New Case
Medisoft users often wonder when should the start a "New Case". Here's some guidelines to help you.
Think of the information in Medisoft and on your claim forms submitted to insurance companies as a picture of your medical record. Everything from onset dates, diagnosis codes, referring doctors to documentation substantiating the modifiers is reported on your claim form, held in Medisoft and documented in your medical records. With that being said, image reprinting a claim form for a year later to provider to a patient and/or insurance company. You want it to appear exactly as it originally was submitted. If any data printed on the claim form was changed, the claim form will change and will likely not match your medical records.
Conclusion: Each time data effecting the claim form within the case is changed; create a new case, Also, modify the description of the case to indicate why a new case was created; i.e. onset date, diagnosis, insurance, etc. This will help in case selection when entering charges.
Happy Billing!
Bonnie J. Flom
I've been using Medisoft (5 months) and was putting "like" diagnoses together (adding new ones with later DOS in a pediatric practice as we see patients often because of chronic conditions) so as to not have so many cases per patient. Medisoft doesn't always "copy" the exact information and I have learned this the hard way (guarantor usually) and I end up with a mess with private pay statements. Your recommendation; however, is sound after I thought it through, I believe you are right on. Thank you.
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