Document Management

Attach documents to patients, providers, referring doctors, insurance plans and employers.


Store scanned images, Microsoft Word or Excel Files, PDF files, etc.

File documents to Document Types that you define

Specify those Operators, by role or specifically, who may view those documents

Automatically Notify those operators, if any, by role and/or specifically who are to be automatically notified when a document is filed

Indicate, by Document Type, how long the document needs to be retained

Copies of Statements

Provide better patient-service by having copies of statements readily available!

As statements are printed, copies are automatically stored

View the statement copy from the Ledger or the document section of the patient folder

Electronic EOBs

Save time, paper and money with the most intuitive electronic remittance posting tool in the industry!

Receive the Explanation of Benefits (EOB) in electronic format

If desired, produce a paper EOB

View an Exceptions Report showing discrepancies between the contracted (allowed) amounts and those on file in MDsuite

Automatically transfer payments, adjustments and reason codes, line-by-line, from the electronic EOB into the MDsuite Post Insurance Payment screen

Make changes and additions, as needed

Allow the payment and all associated data to be posted to all applicable accounts

From the Ledger, view or print the entire EOB or just that portion pertaining to the patient

Faster, more accurate posting of the EOB allows re-allocation of resources to more people-oriented activities such as patient relations, collections, etc.

Copies of Insurance Forms

View printed forms on screen to more effectively work with patients and payers!

MDsuite automatically stores a copy of each insurance form that is printed

View a copy of the insurance form from the Ledger or the document section of the patient folder

Create Your Own Patient Documents

Communicate more effectively with your patients!

Send to those patients matching your criteria

Store copies, if desired, in the Correspondence section of the Ledger

Wait! Don't Print- Export!

Creating electronic files saves time and paper!

Most reports can be exported to Excel or saved as HTML or PDF files

Custom Reports can be created and exported in delimited files for use by third parties, e.g., Collection Agencies

Scan & OCR- Insurance Cards & Drivers' Licenses

It’s faster, more accurate and results in fewer errors!

Fields such as policy numbers can automatically be placed into corresponding MDsuite fields