Setting/Removing Defaults

Several screens in Medisoft will allow custom default values to be set to pre-populate fields for future new entries. These screens include, but are not limited to, New Patient, Case, New Insurance, New Facility, and New Provider. Once a default is set, all new entries of the same type will automatically pre-fill all fields with the values entered when the default was set. For example, you can enter the attending provider and facility in a new case and click Set Default to have all new cases pre-populate the attending provider and facility fields.

To Set a new default:

  1. Enter information into all fields you wish to save with a new default value. In this example we have entered new default payment codes, billing methods, claim form options, and a diagnosis code set for an insurance carrier.
  1. Click the Set Default button and click Yes to overwrite the previous default. In this example, each time a new carrier is created, the payment codes, billing methods, claim form options, and a diagnosis code set will be filled in according to the new default that was set.
NOTE: Setting a new default will override the previous default for the same screen.

To Remove a default:

  1. Open a new item screen of the type you wish to clear the defaults for. For example, if you wish to clear the defaults for a patient's case, start by creating a new case with the current defaults.
  2. Hold down the Ctrl key on your keyboard. You will notice the Set Default button text changes to say Remove Default.
  1. While Ctrl is still help down, click the Remove Default button.
  1. Click Cancel to close the current screen without saving it.
  2. You can now create the new item again and the new entry screen will appear with all fields blank. You can now create a new default if desired.