CGM Medisoft vs. Practice Mate by Office Ally

Medisoft is very helpful when it comes to creating patients and setting them up in chart form. However, we have come across an issue where we have several duplicate charts for the same patient. I wish there was a way that Medisoft could warn the user if a patient has already been created. Also, similarly, I have several insurance companies that are duplicates. To the tune of 1500. It's a very difficult process to weed through them and select the appropriate insurance.

Incentivized

• Billing is outstanding.
• Running patient reports is quick and easy.
• Linking to office hours never has issues.

Incentivized

• I would like to see an option that allows the user to mark a claim as "crossed over to secondary" when posting primary payments. Ideally there would be a button or box to tick, which would then mark the claim as crossed over and also mark the secondary claim as sent. This process must currently be done manually and can be quite tedious and time consuming. If we do not go through and mark these crossed over claims as sent before sending a batch of secondary claims, we typically end up with quite a few "duplicate claim" rejections.
• I would like to be able to tie one guarantor account to multiple patient accounts and have a listing of those patient accounts pop up (or otherwise be visible) whenever the guarantor account is accessed. This can be a frustrating issue when you have 2 or more children from the same family as patients and need to be able to assign the same guarantor for each. While it is currently possible to assign the same guarantor to more than one account, the system fails to pull information from each account when printing statements, resulting in incorrect balances being reported on guarantor driven statements.
• I would like to have a print option available for more areas within Medisoft. For instance, I would love to be able to print the list of "ready to bill" claims directly from the Claim Management screen. It would also be quite useful to be able to print the transaction notes associated with individual claims.

I prefer Medisoft due to ease of use, functionality and custom report features. In my experience with other software programs I found them to be either less user friendly or lacking in key features that we require for our particular practice.

• Medisoft is a good product, but I feel the cost of assurance is too high.
• With all the different components each being billed separately adds up quickly.
• Keeping patient charts/bills up to date is pretty easy.

Incentivized