Medisoft
By Microwize Technology
The implementation of Medisoft typically follows a structured, step-by-step process designed to ensure smooth setup and onboarding. Here's an overview:
Initial Consultation & Needs Assessment
The process begins with a consultation where Microwize or a certified reseller assesses the practice’s size, specialty, and workflow needs to recommend the appropriate Medisoft version.
Software Purchase & Licensing
Once the version is selected (Basic, Advanced, Network Pro, or Cloud), licensing is finalized. Cloud users subscribe monthly, while on-premise users purchase a perpetual license.
System Requirements Check
Before installation, the practice’s hardware and network are evaluated to ensure compatibility with Medisoft’s system requirements.
Installation & Setup
Medisoft is installed either locally or on the cloud. For first-time users, a new dataset is created. Existing users can convert previous Medisoft data into the new version.
Configuration & Customization
The software is configured to match the practice’s preferences—this includes setting up providers, insurance carriers, fee schedules, appointment templates, and billing codes.
Training & Onboarding
Users undergo training through live sessions, on-demand tutorials, or the Medisoft Online Academy. Training covers patient data entry, claims processing, reporting, and more.
Testing & Go-Live
After setup, the system is tested with sample claims and appointments. Once verified, the practice transitions to full use.
Ongoing Support & Updates
Microwize provides ongoing support, updates, and troubleshooting. Cloud users benefit from automatic updates and backups.
Typical Duration:
Medisoft offers a variety of customization options to meet specific business and clinical requirements:
Custom Reports:
Medisoft includes a powerful Report Designer Tool that allows users to create custom reports based on assets, revenue, expenses, insurance aging, and patient balances. Practices can filter reports by billing codes, insurance classes, procedure codes, and more.
Template Customization:
Users can customize templates for patient reminders, appointment types, and documentation. These templates can be configured by provider, location, visit type, and other parameters.
Cloud vs. On-Premise Flexibility:
On-premise users have full control over their data and can integrate Medisoft with other systems or tailor it to unique billing workflows. Cloud users benefit from enhanced security and automated updates, but customization is still available through cloud-specific tools.
Custom Aging Reports:
Practices can generate aging reports with extended categories (e.g., 91–120, 121–150, 151–180, 181+ days) and filter by date of service, billing date, provider, or insurance company. These reports are especially useful for tracking delayed payments and optimizing collections.
Medisoft offers both one-time license purchases and monthly cloud subscriptions, each with different cost structures:
Maintenance & Updates:
For cloud users, updates and backups are included in the monthly fee of $69 per user.
For on-premise users, updates may require a separate purchase or subscription unless covered under a support plan.
Hourly Support: Available with a 1-hour minimum, usable within a month.
Medisoft provides a wide range of training options through Microwize Technology, tailored to different learning styles and practice needs:
Medisoft Academy (eLearning):
A structured online course with 27 video lectures, graded quizzes, simulation exercises, and a certificate of completion. It covers everything from basic navigation to advanced billing and reporting.
Support is available via:
Medisoft includes several key security features:
HIPAA Compliance:
All versions of Medisoft are designed to meet HIPAA standards for data privacy and security.
Medisoft typically releases major version updates annually, with the most recent being Version 29. These updates introduce new features, compliance tools, and performance enhancements. For example, Version 29 added tools like CGM PAY integration, enhanced patient responsibility estimates, and transaction entry alerts.
Update Management depends on the deployment model:
Medisoft offers flexible scalability, especially in its cloud version, which is priced per user per month. This allows practices to:
For on-premise users, scaling may involve purchasing additional licenses or upgrading to a higher-tier version (e.g., from Basic to Network Pro). However, this is less flexible than the cloud model.
The cloud version is ideal for organizations needing agility, as it includes:
Contract Renewal:
Contracts are typically set for an initial term, and renewal terms follow automatically unless canceled. Either party may cancel the agreement with written notice at least 90 days prior to the expiration of the current term.
These terms apply primarily to cloud subscriptions and support agreements. On-premise licenses may have different terms depending on the reseller or purchase agreement.
Medisoft is designed to meet key U.S. healthcare compliance standards:
