This widget shows patients whose appointment date has passed but who are still in Pending status on the Appointment calendar. This widget is used to identify patients who still need to have their appointment status updated to “Checked In,” “No Show,” or “Canceled.” Patients will show up on this widget after the date/time of their..
The “Registrations” widget shows a total of all Pending Registrations. It also shows Year to Date numbers for Completed Registrations and Appointment Cancellations. Finally, this widget shows a grid of all Completed Registrations by month in comparison to Canceled Appointments in the same month. The “Pending Registration” box shows the total number of Registrations..
The “Visits Per Month” widget shows Checked In, Canceled, No Show, and Pending visits per month. This graph shows a monthly breakdown of visits. Hovering over the columns on the graph will show numerical data for Checked In, Canceled, No Show, and Pending appointments. Note: this widget only counts appointments where the patient name was..
A Policy is linked to a specific Insurance in MedSoft. Thus, a Policy cannot be entered until the Patient has an Insurance Provider listed on their Patient Account. See Linking an Insurance Provider to a Patient for details. Policies can be added to a Patient Account through either the Registration screen or through the Patient..
Adding an Insurance Provider to MedSoft Insurances are added in MedSoft through the Admin → Insurances screen. More information about the process to Add Insurances is outlined here. Linking an Insurance Provider to a Patient Insurances can be added to a Patient Account through either the Registration screen or through the Patient Center. Adding an..
Insurances are added in MedSoft through the Admin → Insurances screen. A grid displays all Insurance Providers already entered for the clinic. An existing Insurance can be edited by clicking the icon in the far left column. The Insurance can be deleted by clicking the trash can icon in the far right. NOTE: An Insurance..
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..
The Average Units Billed widget can be found on the Financials tab when adding a new widget. This widget shows the average number of units billed for each month of the year displayed. The goal of this widget is to help clinics identify any trends or changes in their billing units over time. Important information..
Even though it’s 2020, some insurances still require paper billing. MedSoft tracks Insurances as either Paper or Electronic on the Admin -> Insurances screen. When an Insurance is set up in the system as “Paper,” bills will not be sent electronically. Instead, the CAVU Billing team will print off HCFAs directly from MedSoft and mail..
As more clinics are treating for Telehealth and E-visits in the current health climate, we are seeing rapid updates from insurance providers. Each insurance provider is choosing the codes, modifiers, and place of service (POS) that will need to be displayed on their bills. To adapt to these changes, MedSoft previously added the “Telehealth” checkbox..