Revenue Management Configuration

Revenue Management Initial Configuration

Users will be required to select the practice to add into Revenue Management
Highlight the practice you wish to add and click OK to continue
If you don't have a Medisoft username/login, make one before starting this configuration

Database Upgrade – This will update the actual practice database

Click Next to continue:

Multiple connections may be in the list, however they must be configured one at a time using the configuration wizard

Place a check mark next to the connection you wish to configure and click Next:

This screen displays receivers already configured in the practice management system
If users have an existing RelayHealth receiver, select receiver on this screen then click Next
If user does not have an existing RelayHealth receiver, select nothing click Next

See the following example for a user who is not an existing RelayHealth customer

This screen should ONLY be used if you marked (NONE) in the previous step or if you wish to add an additional receiver.
If user selected an existing RelayHealth receiver, do not select RelayHealth on the New Receiver screen
If user did not select an existing RelayHealth receiver, select RelayHealth on the New Receiver screen
Click Next to continue

The following example indicates a NEW receiver for RelayHealth

Additional Receiver Information and Identification Details

Identification Details

Click Next

Edit Receivers - At this screen, the only values that may need to be changed unless instructed otherwise are as follows:

Suppress Legacy: RelayHealth customers uncheck this option.
Send Drug Loop: Select this option if you send drug claims with NDC Codes.
If you need to further edit the EDI receivers, this is where you will need to complete the edits
Click Next

Click FINISH on the next screen.

Name: *
Practice name:
Phone:
email address:
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