Searching - Databases

When searching for information in CESoft - if you enter an invoice number you may get multiple invoices appearing - this is due to the SEARCH function matching other data ie. Medicare number - however if you put a + in front, it will only show complete matches.  This works for names also.  You can search via first name, surname, phone number, Medicare number or Invoice number.  

• Related Articles

• Adding surgeons or referring doctors

  To add a new referrer or surgeon, go to the Databases > Referrers and click + icon on the top tool bar The following information is required: Code – three letters or numbers (or a combination), created by you Family Name, First Name and Title. ...

• How to create Custom Items/User Items

  The User Items screen allows you to create custom items to add to your invoice, such as a "Thank you for your payment" or "This invoice has been submitted to Medicare for rebate processing" etc. To add a new User Item, go to the Databases/User Items ...

• No Gap & Known Gap Settings - Bupa and HCF

  Bupa and HCF allow providers to register individual provider numbers for either KNOWN GAP or NO GAP. To update your individual Hospitals/Provider numbers - this is done in the facilities database - select the relevant fee schedule from the dropdown ...

• Adding Hospitals or Facilities

  Facilities or Hospitals are required for Procedure Details on an Invoice. To add a new Facility, go to the Databases/Facilities or Databases/Hospitals screen and click the + icon in the top right. The following information is required: Code – three ...

• Adding Referrer's Specialty to Printed Invoices

  In order to display the specialty of a referrer on a printed invoice, first you need to go into the referring provider's entry in Databases > Referrers, and add a specialty in the field. Then, you need to make sure the "Use Specialty on Invoices" box ...