MedSoft Knowledgebase

We are constantly enhancing and improving MedSoft's funcationality.
Here's a collection of resources to help you stay up-to-date.

Multi-Location Clinics

Tips and Tools for Multi-Location Clinic Users Last updated 12/22/17   Multi-Location Clinic Users can identify their locations through the Location Drop-Down box above the Menu Navigation bar:   You can use this drop-down to alternate between locations for all your MedSoft interactions.   Be aware of what information is shared! MedSoft shares some, but..

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Tips for the new Insight Analytics page

  The new Insight Analytics page gives your clinic a more streamlined approach to the data you need on a daily basis. Here, we’ve compiled a few tips and tricks to help you get the most out of the new format.   1. Adding and Saving widgets When you navigate to the Insight Analytics page..

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Announcement: Insight Analytics Upgrade Coming Soon!

As part of our ongoing efforts to continue to improve the User Experience, MedSoft is excited to announce an upcoming refresh of the Insight Analytics page! All widgets will be getting a complete refresh, with a specific focus on providing information to users in the most efficient way possible. Your new Insight Analytics page will..

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Quick Tips: Policy “N/A” box for Visits

Reminder: N/A Option Available for┬áVisit Count On September 4, a MedSoft update was released that allowed users to select “N/A” as an option for the Policy Visit Count. This option is available: when Adding A Policy at initial Registration when Editing A Policy in the Patient Center   When Should the “N/A” box be checked?..

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2018 Annual Policy Reset

It’s that time of year again – we are approaching the Annual Policy Reset!   What is the Annual Policy Reset? We at CAVU realize that most patients’ policies will reset as we begin the new calendar year. In an effort to decrease the workload for your clinic in updating policies, MedSoft will automatically reset..

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Referrals By Type Report

  If you are interested in tracking where your patients are coming from, the Referrals By Type report is an excellent place to begin. This report, available to Front Office and Admin users, shows the Referral Types and Notes for all patients added within a particular timeframe.   To access the report, navigate to Admin..

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Transaction Totals By Therapist Report

  MedSoft offers a multitude of reports to help you analyze your clinic’s performance. One such report is the Transaction Totals by Therapist report.   This report, available to Admin users only, displays Charges, Adjustments, and Payments within a specific timeframe. These totals are differentiated by Therapist. Frequently Asked Questions: I made an adjustment to..

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MedSoft’s Expiring Authorizations Widget

There are many subtle nuances to clinic management. One of these is ensuring that you are always up-to-date with Patient Insurance Policies, Authorizations, and Prescriptions. Treating a patient whose Policy/Authorization/Prescription has already expired costs your clinic money. If you’re not finding out about an expiration until billing gets rejected, you’ve lost valuable time and money…

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