Does your clinic like to recognize patients on their birthdays? Our new Birthday report is designed to assist with this! Select the “Monthly Birthday Report” from the list of Front Office Reports. Then, select the month for which you’d like to pull birthdays: The resulting Excel report will show Patient Names, Account Numbers,..
Author: cavuadmin - page 8
With our 10/19/17 Release, MedSoft now provides more clarity in regards to documentation for Current and Previous Visits. Prior to this Release, within the Patient Center – Financials – Billing window, the Current Visits and Previous Visits tabs have always shown “Yes” in the Documentation column, even if the Visit was created by a Cancel..
With our latest Release, we’re making Charges even easier to update! As a reminder, only Admin users have access to modify clinic charges. These users will see the following options under the “Admin” tab in the Menu Navigation bar: Clicking “Charges” will load a page with all of your clinic’s Charge Codes. From this..
As outlined in our post about Updating Appointment Statuses, MedSoft’s Appointment Calendar allows you the option to charge patients a No Show or Cancellation fee*. After selecting a Reason for the Cancellation or No Show, users will opt to have a “Charge” or “No Charge” for the Missed Visit. Clicking “Charge” will generate a visit..
Admin Users of MedSoft have access to modify System Configuration settings. These settings impact the overall clinic, and are outlined below. To access System Configuration, click on “Admin,” in the Menu Navigation Bar, then “Configuration.” Appointment In the “Appointment” section, users can enter: No Show Charge – This is the default charge associated with the “999MA..
Updating an Appointment (Check-in, Cancel, No Show) Updating the status of appointments allows all users to see patient status at a glance, and also makes this information available for reporting purposes To update an appointment’s status on the Appointment Calendar, right click on the appointment. A status menu will populate: Open “Open” will allow you..
MedSoft utilizes a different patient account for each treated body part. If a patient previously came in to the clinic for PT for his/her ankle, but is now coming back in for treatment on his/her wrist, a separate patient account will be created. Likewise, if a patient has an account for PT on his her..
Since most of the billing processes in MedSoft are driven by an appointment being checked in, the question can sometimes arise: What do you do when a patient stops by, not for a scheduled appointment, but just to purchase a supply in between appointments? MedSoft allows “Non-Documented Visits” for exactly this purpose. Within the Patient..
Resetting your password in MedSoft is a great best practice to maintain account security. This process is both quick and simple within your User Configuration settings. From your Menu Navigation Bar, select Admin, then “Configuration.” The User Config tab allows you to modify personal settings for your User Account. To modify your Password,..
So, you’ve moved beyond just navigating through the calendar to see today’s schedule. You’re ready to get a bit more out of the app by tracking notes, scheduling tasks, and maybe even accepting a payment! From the calendar, tap on any patient’s name on the schedule to open the Appointment Detail window. This window shows you..