How do I see my schedule for today? From the home screen, click the icon in the top right to open the Menu Navigation Bar. Tap “Calendar.” Tap the date for which you would like to view appointment schedule. Individual Patient appointments will populate below the calendar. How do I check in an appointment?..
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MedSoft’s calendar shares directly over to the new Mobile App. The current version of the app allows each user to view one calendar resource. This means that each therapist can view his/her own calendar, but not other calendars. You’ll see the number of appointments scheduled for today and tomorrow on the App Home Screen. Click..
MedSoft’s Mobile App allows you to view your scheduled and overdue tasks. The App Home Screen will show you the number of tasks you have due today, as well as any overdue. You can access those tasks through the menu in the upper right corner of your home screen. Once on the Tasks window, you..
With the latest release of MedSoft Mobile (version 1.0) users will notice some exciting updates to the Home Screen. Revenue Data For Admin users only (see our post about access levels), the app will display revenue data. This YTD and MTD Revenue number comes directly from the information captured on the Financials page of MedSoft…
When MedSoft updates are made, you’ll frequently hear the recommendation to Refresh a particular screen, or to “clear your cache” in your web browser. We know you probably get sick of hearing it. Here’s the skinny behind what’s going on: When we release new MedSoft builds, they often include new JavaScript. All web browsers, though,..
With our latest release, MedSoft has unlocked Task Management for Supervisors. As you already know, when a User Group is created in MedSoft, the Supervisor of that group becomes the recipient of all Time Off Requests for the Employees listed within that group. The User Group functionality has been enhanced, and Supervisors of a User Group will now also be..
MedSoft offers you two dynamic tools for marketing to potential clients: Prospects (found in the Organizer) and Marketing Campaigns. To get the most out of these tools, you want to begin by entering your prospective clients in the Organizer, on the “Contacts” window. Within Contacts, you can enter all new Prospects by clicking..
MedSoft’s Authorizations and Prescriptions tracking features are designed to help your Front Office to easily manage these aspects of medical care. That management has become even easier with the latest MedSoft release. Active Authorizations and Prescriptions will now show up in separate grid than Archived Authorizations and Prescriptions, as shown below: The Active Authorizations and Prescriptions are referenced in the Expiring widgets. The Archive will..
MedSoft’s PTA Role MedSoft recently released the Physical Therapy Assistant (PTA) user role. This role is specifically for employees with the PTA designation at your clinic. If your clinic utilizes PTAs, you are likely already familiar with the distinctions of the PTA from a Physical Therapist, and the billing restrictions in place for PTAs. PTA..
MedSoft offers a multitude of standard reports on the Admin – Reports tab. These reports are sorted into four categories, outlined below: MedSoft users will have access to certain report categories that pertain to their User Role in MedSoft, as shown below: Each report includes a brief synopsis of the data it..