Daily Batch Reports The daily batch reports provide medisoft users a daily batching system comparable to other more expensive software applications. Since medisoft does not support an open/close batch system like medic, mysis or other applications we developed a similar system. By using resourses available to medisoft users and easy to review reports we have created a system to address this issue.
Uses and Benefits
- Allows office managers a daily batch verification system.
- Allows for summary and detail reports for each transaction type in Medisoft.
(Charges, Copays, Adjustments, Patient Payments and Insurance Payments) - Reports are designed to allow for easy review and aduting in case of a balancing error.
- Reports show transactions by order of posting.
- Patient and Insurance Payments support multiple batches per day by use of deposit codes.
(This allows for the individual batching of single insurance checks for easy balancing)
Examples
Charges - Summary Report Charges - Detail Report Copayments - Summary Report Copayments - Detail Report Adjustments - Summary Report Adjustments - Detail Report Patient Payments - Summary Report Patient Payments - Detail Report Insurance Payments - Summary Report Insurance Payments - Detail Report