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Herfert Software

Life Force for your practice

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Appointments

Enter endless number of  appointments for a patient.  Multiple appointments can automatically be set up by days, weeks, or months.  It also allows you to change, delete, or view existing appointments.  Print or email a patient's appointment list  or care plan schedule. An on screen appointment schedule is located on the tool bar. More about appointments.

Post Patient Payments

Post payments received by a patient.  Payments can be applied to the oldest transactions first or the most recent transactions first.  A payment can also be posted manually to individual transactions as well as group posted to selected transactions.  Patient write offs can also be posted here.  

Post Insurance Payments

Post payments received by insurance companies. Payments can be posted manually to individual transactions as well as group posted to selected transactions. Unpaid balances can be charged to the patient and/or written off.  Status inquiry and extra narrative information can also be entered to aid in the payment of individual transactions. We also offer an auto posting feature from you 835 electronic response files.

Master File

Add, change, delete, or view personal information about a patient such as name, address, birth date, gender, etc.  Scan patients drivers licenses and and display photo as patient image. Scan documents and forms. Import digital camera images. Free form notes can also be entered per patient. Unlimited patients per clinic.

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Claims

Add, change, delete, or view claim information which reflect the patient's diagnosis and insurance. Unlimited claims can be entered per patient.  Care plan and payment options features. Free form notes can also be entered per claim. On screen Clam Tracking Schedule, set reminders, keep track important tasks and track referrals. Set popup alerts per screen. Learn about our claim tracking feature.

Transaction History

View payments and adjustments made to a patient's account.


Account Adjustments

Adjust patient and insurance balances.

Payments

View or delete patient and/or insurance payments.  This option can also be used to print or email a list of payments for a specified date range.

Transactions

View or change a patient's transactions for a specific claim.  Billing and payment details can also be viewed per transaction.  Print or email an individual patient statement (quick statement) for any date range.


Insurance Headers

Add, change, delete, or view a patient's insurance information.  Unlimited insurance files can be entered per patient claim. Electronically scan the front and back of insurance cards. Track co-pays, deductibles and number of visits allowed. Also accommodates HMO’s.

Exams

Enter or view test findings and examination notes for every visit.  Visit notes can also be printed for a specified date range. Import digital camera images of x-rays. Enter an unlimited amount of notes per patient. More about our exam notes.

Patient Registration

Register a patient’s visit in just seconds including services and payments. You also have the option to have procedures automatically registered from exam notes. Setup appointments or multiple appointments. Print standard or statement style patient receipts with or without a custom message. Quickly and easily print CMS-1500 forms. View the Patient Registration Screen.

Visit our features page for more information.

Appointments

Patient Records

The Patient Menu is used to edit or view a patient’s personal data, register a patient including setting appointments and posting patient and insurance payments.  



Claim Tracking SOAP Notes Patient Registration
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