Downloading and Saving Patient Documentation Each time a PT at your clinic completes documentation, the individual exam is stored and saved on the “Completed Documentation” tab. These exams are then searchable by Date of Service (DOS). From the Completed Documentation screen, your clinic can: View completed exams Fax completed exams and Create exam Addendums..
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There are many subtle nuances to clinic management. One of these is ensuring that you are always up-to-date with Patient Insurance Policies, Authorizations, and Prescriptions. Treating a patient whose Policy/Authorization/Prescription has already expired costs your clinic money. If you’re not finding out about an expiration until billing gets rejected, you’ve lost valuable time and..
The Many Features of the Appointment Check-In Window To provide your front office with as much information as possible, the MedSoft Check-In window allows you access to many features in one window. Appointment tab The “Appointment” tab shows Patient name, address, phone number, and appointment time, as well as any upcoming and previous appointments. Additionally,..
Scheduling an Appointment Scheduling an appointment in MedSoft can be done either directly from the Appointment Calendar, or from the Free Time calendar. To schedule on the Appointment Calendar, click on the “Appointments” button, then “Calendar” in the Navigation Menu: Select the appropriate date/time slot in the appropriate column to schedule by therapist,..
The Payments Received Detail Report is found with the “Financial” reports. This report gives you a detailed breakdown of every payment that came into your clinic in the requested timeframe. The Report Filters allow you to narrow down your Report Parameters in many ways: Date Range Your report will pull back all payments that..
Multi-Location Clinics And Documentation Faxing If your clinic has multiple locations, you may be wondering how this impacts your documentation faxing. If you fax out documentation from one location, how does the return fax number generate for the correct location? For clinics with Auto-Faxing turned on, all Auto-Fax documentation will generate with a return..
Tips and Tools for Multi-Location Clinic Users Last updated 12/22/17 Multi-Location Clinic Users can identify their locations through the Location Drop-Down box above the Menu Navigation bar: You can use this drop-down to alternate between locations for all your MedSoft interactions. Be aware of what information is shared! MedSoft shares some, but..
The new Insight Analytics page gives your clinic a more streamlined approach to the data you need on a daily basis. Here, we’ve compiled a few tips and tricks to help you get the most out of the new format. 1. Adding and Saving widgets When you navigate to the Insight Analytics page..
As part of our ongoing efforts to continue to improve the User Experience, MedSoft is excited to announce an upcoming refresh of the Insight Analytics page! All widgets will be getting a complete refresh, with a specific focus on providing information to users in the most efficient way possible. Your new Insight Analytics page will..
Reminder: N/A Option Available for Visit Count On September 4, a MedSoft update was released that allowed users to select “N/A” as an option for the Policy Visit Count. This option is available: when Adding A Policy at initial Registration when Editing A Policy in the Patient Center When Should the “N/A” box be checked?..