MedSoft Knowledgebase

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

MedSoft Text Replacement

We are excited to announce MedSoft’s newest time-saving feature: Text Replacement   Do you often use the same sentence or paragraph of text across multiple patients? Do you have a standard goal or assessment that might be beneficial to have stored for quick and easy insertion? MedSoft’s Text Replacement feature is designed for exactly this..

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Appointment Calendar Right Click Menu

Appointment Calendar Right Click Menu Options MedSoft’s Appointment Calendar has multiple options available on the menu that pops up when users right click in on a particular day: Quick Links: New Appointment New Recurring Appointment Go to today Show 24 hours… Print Front Office Schedule Print Therapist Schedule Paste   New Appointment Users can schedule..

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Best Practices – Authorizations and Policies

Authorizations and Policies – Visit Counts   MedSoft separates Patient Policies and Authorizations into two separate locations. Since each has a visit count listed on it, the question sometimes arises:   What do we do if the Policy initially provides 5 visits, but we are later granted authorization for an additional 5 visits? Should we..

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Productivity Detail Report

The Productivity Detail report shows detailed visits and charge amounts within the requested date range, differentiated by calendar resource. Filters: This report utilizes filters. Users should select the appropriate Report Details they would like to view on the “Report Details” window that pops up before running the report to ensure accuracy. Report Sample:   FAQ:..

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Therapist Fax Options

  MedSoft “Fax Options” Allows Therapists to Customize Faxes With the 5/18/18 release, MedSoft has given therapists greater customization with faxing.   On each exam, therapists will now see a “Fax Options” tab:   Click this tab to customize your outgoing fax.   Prescription Pad Want to send a blank prescription pad to your patient’s..

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Previous Findings Report

MedSoft’s Previous Findings Report With the 5/18/18 release, MedSoft’s Previous Findings Report feature is live.   What is a Previous Findings Report? The Previous Findings Report is a summary of key information from the last 3 exam dates.     The report has 3 sections: Objective Findings from exams When the therapist completes an exam,..

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Appointment “Border Boxes”

  Appointment Colors MedSoft has a system-wide Appointment Color Code system that is based on the Patient’s Policy Type. This is not a configurable element within MedSoft.   Appointment Borders The client configurable element of the calendar display is a border box around appointments. Clinics can customize their list of appointment types (examples are: New..

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