MedSoft Knowledgebase

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

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:..

Read more

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..

Read more

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,..

Read more

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..

Read more

Cash Patient Billing in MedSoft

  Billing for Cash Patients Some MedSoft clients choose to do their own billing for cash patients. The process is simple once you’ve done it a few times, but here’s a guide to help until you’ve got the hang of things.   Step 1 – Take a Payment MedSoft allows you to take client payments..

Read more

Incomplete Documentation Widget

  MedSoft’s Incomplete Documentation Widget MedSoft’s Incomplete Documentation widget displays a list of all visits for which documentation has not yet been completed. This information is segmented by the individual Therapist/PTA responsible for the exam.     Widget Details When users click on their portion of the graph, a Details page is displayed. The Details..

Read more

Exercise Flow Sheet

PT Exercise Flow Sheet MedSoft offers a digital Exercise Flow Sheet for use with patients. This can be found under the “Exercise” tab in the Documentation window of the Patient Center:   Adding an Exercise To create an exercise plan for a patient, click “Add Exercise.” Fill in the necessary fields, then click “Save.” This..

Read more

MedSoft’s Patient Designation Feature

Using Patient Designations to Share Information Quickly   MedSoft’s Patient Designation features allows you to use system-provided icons to relay information about patients across your clinic in a subtle, easy-to-identify manner. At present, MedSoft offers the following Icons/Designations:   Users in a Supervisor role can set designations for Patients within the Patient Center on the..

Read more

How to Register a New Patient

New Patient Registration The first step in the clinic process is to register your new patient. To do so, click on “Registration” in the Menu Navigation Bar.     Pending Registrations When the Registration page loads, any Pending Registrations that have previously been saved will show up on the Registrations screen. For more details on..

Read more