Learn the ins and outs of MedSoft Reports and Widgets!
Widgets prompt you with proactive information at a quick glance.
Reports provide you with historical data.
Looking for data that is not included in the standard reports and widgets? Email support@getcavu.com for a custom report request. Most custom reports can be created through our reporting module and emailed to you on a consistent subscription schedule.
Reports
Reference Guides:
Individual Report Details, by Category
Front Office Reports
- Productivity Detail
- No Show/Canceled Report
- Monthly Birthday Report
- Date of Discharge Report
- Referrals by Type Report
- PTPN Detail Report
Billing Reports
- Aging Summary
- Aging Detail
- Productivity Detail
Financial Reports
Admin Reports
- Transaction Totals
- Performance
- Productivity Summary
- Productivity Detail
- New Registrations Per Month
- New Patients
- Patients By Status Report
- No Show/Canceled Report
- Monthly Comparison Report
- Appointment Detail Log
- Referrals by Type Report
- Referrals by Doctor Report
- Referrals by Insurance Report
Widgets
Analytics Widgets:
- Pending Appointments
- Upcoming Visits with Exams Needed
- Visits Per Month
- Registrations
- Dormant Patients
- Marketing – Referral/Diagnosis
- Marketing – Gender/Age
Financials Widgets:
- Patients with Collections, Delayed, Denied, and Past Due Billing Status
- Upcoming Patients (5 Days) With Balance Over $200
- Secondary Billing
- Aging
- Medicare Used
- Aging Patients Needing Contact
- Average Units Billed
- Average Collections Per Visit
Incomplete Records Widgets:
Authorizations Widgets: