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weve gotten a few calls in to support regarding a common issue in medisoft when creating a new case for a patient you may notice that theres case data from an existing patient that pulls over into that new case well take a look at an example of what that will look like here and go ahead and open up the transaction entry window and then were going to select a chart for this example were just going to use John in the system here with our demo and were going to go ahead and right-click and make a new case for John now we can see that it pulled up with some pre-existing information regarding his insurance this also has Medicare only we can see hit the policyholder is a different patient in the system indicating that this information might be for a different patient and not necessarily for him this issue typically occurs when this button over here set default is pressed what that will do is itll take the values from these fields and allow those to be created on all new cases moving f
