MedSoft Knowledgebase

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

Average Collections per Visit Widget

The Average Collections per Visit widget is found on the Financials tab when adding a new widget. This widget shows the trends of revenue coming into the clinic on a per-visit average, month by month. As with all financial data, the further in the past the user is looking, the more accurate the data will..

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Appointment Calendar “Quick Search”

The “Quick Search” box on MedSoft’s Appointment Calendar allows users to quickly locate one patient, view upcoming and previous appointments, and generate appointment PDFs. The Quick Search box is found at the top right of the Appointment Calendar. Search for any patient by Last Name, then select the appropriate patient from the Find-As-You-Type search results…

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2020 Changes to PTA Documentation

Beginning January 1, 2020, CMS requires the use of the CQ modifier to denote outpatient therapy services furnished in whole or in part by a physical therapist assistant (PTA) in physical therapist (PT) private practices, skilled nursing facilities, home health agencies, outpatient hospitals, rehabilitationagencies, and comprehensive outpatient rehabilitation facilities. A similar modifier, identified as CO,..

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Medicare Plan of Care Tracking Widget

The “Medicare POC Tracking” widget shows Medicare patients who have had a Plan of Care sent to a doctor, and helps the front office track if/when the signed Plan of Care is returned. The widget on the Insight Analytics page shows the # of Unsigned Plans of Care in 3 different time-frames: Less Than 30..

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