Medisoft Custom Reports & Upgrading

rachelr · Post by **rachelr** » Thu Aug 13, 2015 2:02 pm

Hello,
We are currently in the process of upgrading from Medisoft V17 to V20. How do we get our custom reports and bills that we created transferred from V17 to V20 without loosing them? Will they convert automatically or is there a way to manually import the reports into the new version of Medisoft?
Thank you.

Post by **Gavin Walker** » Thu Aug 13, 2015 2:29 pm

Yes, they will auto-convert, but there is a new CMS-1500 form so you'll probably want to redo any customization starting with a report template designed for the new claim form.

rachelr · Post by **rachelr** » Thu Aug 13, 2015 2:39 pm

Will the Medisoft Reports Professional custom reports auto convert as well?

Post by **Gavin Walker** » Thu Aug 13, 2015 2:49 pm

Yes!