The Medical Office

• Restrict access to data and system functions - based on user and/or group settings - with our built-in multi-level security
• Required data fields are color coded
• ICD-9, CPT, HCPCS and anesthesia codes are pre-installed
• Create a variety of internal data codes, including fee schedule, modifier, payment and visit codes
• Reminder notes for physicians and staff
• Multiple locations can be managed as one company or individually by easily switching databases
• Interface for SRS bar code scanning
• Share data with other Windows-based applications
• Multiple windows can be open simultaneously
• Custom programming and data conversions are available
• Available with a SQL Server database for operations requiring high-end data access

• Store a variety of patient information, including demographic information, multiple insurance providers (primary, secondary & tertiary) and prescribed medication
• Attach patient and office documents in a several different multimedia formats, including images, movies, audio files and Microsoft Office documents
• Set follow-up notices concerning patient-related issues, billing, scheduling and more
• Save date, time, and user-stamped notations about patients, billing issues and more
• Monitor how patients are referred to your office 
• Post co-payments or credits to the patient's account prior to creating claim transactions
• View a patient's complete account history regardless of claim status

• Search for patients using one of many data fields, including name, insurance card number, Social Security number and date of birth
• Search buttons provide quick access to pre-stored data in many fields, such as procedure code, diagnosis code and rendering physician
• Narrow choices in drop-down lists by entering the first few letters of the desired information

• Hotkey functionality is available throughout the software
• Quickly access menu options using your mouse's right-click button
• Automatically add pre-stored information to many data fields using shortcut buttons

• Trip certification screen enables companies to maintain detailed records of transports
• Certification records are automatically attached to claim files
• Produce reports breaking down driver activities for scheduled and unplanned trips

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• Bill claims to Medicaid, Medicare, Blue Cross / Blue Shield, clearinghouses and/or directly to the insurance carriers
• Submit and track the status of primary, secondary and tertiary claims
• View and edit claims prior to submission
• Claim scrubber detects potentially faulty claims prior to submission
• Bill CMS 1500 (formerly HCFA 1500) and UB92 claims
• Establish claim defaults on a patient-by-patient basis
• Manage claim authorizations and insurance eligibility
• HIPAA-ready ANSI EDI formats

• Multiple forms of payment posting into the proper patient's file, including automatic posting and line item entry
• Post and track capitation payments by insurance carriers
• Post single or batch payments
• Track patient charges, credits and remittance history

• View unpaid claims by doctor, patient, date and more
• Generate patient invoices and statements individually or in batches
• Create EDI claim remittance notices based on carrier
• Produce summaries of receivables

• Create and edit an unlimited number of fee schedules
• Set parameters for moving unpaid visits into collections
• Post interest charges to overdue claims
• Establish criteria for recurring claim processing
• Interface with external accounting software packages, including Quickbooks and Peachtree
• Patient's co-pay amount conveniently displayed in patient record
• Establish uniform charges for commonly used procedure codes

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• Multiple scheduling views, including, daily, weekly, monthly, yearly, by location, by resource or physician side-by-side
• Rules-based scheduling prevents appointments from being scheduled if they conflict with office-set criteria
• Specify minimum time increments between appointments
• Create claims directly from the scheduler
• Access patient file information by double-clicking a patient's appointment
• Create and print customizable encounter forms / Superbills for each patient
• Generate encounter forms individually or in batches
• Produce multiple Superbills by visit type
• Search for scheduled appointments

• Schedule time for patients, physicians and resources, including equipment, exam rooms and specialty staff
• Filter appointment option allows all common appointments to be shown grouped together
• Assign color codes to appointments to match internal processes
• Schedule recurring appointments
• Document appointment workflow by designating current status, such as No Show, Waiting Room, and Checked Out
• When appointments are scheduled, the co-payment amount due, authorization expiration date, and/or insurance expiration date will appear on the printed schedule
• Automatically search for next available appointment times
• Copy and paste or drag and drop appointments
• Select primary and secondary physician for each appointment

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• Over 325 preloaded reports available
• Customize all reports and sort information based on a variety of data options
• SQL reports include additional filtering criteria for more specific screenings
• Preview reports on-screen before printing
• Export any report into a several different file formats
• Generate patient ledgers by individual or multiple patients to review charges and payments
• Create EDI claim remittance notices based on carrier
• Create labels and form letters

• Identify how much has been billed, where the claims were sent and the current status of the claims
• Generate aging reports on past due accounts
• Reports include year-to-date comparisons by insurance company and/or physician or outstanding claims by physician
• Billed/allowed reports detail billed and expected claim amounts
• Produce reports of patients and customers with credit balances
• Print/preview detailed accounts receivable reports based on types of insurance carriers
• Review patient payment histories and Medicare confirmations and rejections
• Create Dunning Notes per aging report time period in patient statements

• Identify the most prevalent procedures performed
• Determine the net gains generated by each provider by practitioner and payer
• Produce a number of referral source reports
• Create daily reports broken down by provider, location, payment type, payer and more
• Generate office workflow and appointment scheduling reports

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• The Medical Office is hosted on SoftAid's servers and securely accessed from anywhere in the world via any Internet connection
• Reduces an organization's investment in time, money and resources
• Accommodates multiple simultaneous users
• Provides a centralized source of information for multi-office organizations
• Minimizes up front investment and maintenance costs

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