Author: cavuadmin - page 2

Visits Per Month Widget

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..

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Adding an Insurance Policy to a Patient

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..

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Linking an Insurance to a 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..

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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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