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 email@example.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.
- Front Office Reports
Individual Report Details, by Category
Front Office Reports
- Aging Summary
- Aging Detail
- Productivity Detail
- Pending Appointments
- Upcoming Visits with Exams Needed
- Visits Per Month
- Dormant Patients
- Marketing – Referral/Diagnosis
- Marketing – Gender/Age
- Patients with Collections, Delayed, Denied, and Past Due Billing Status
- Upcoming Patients (5 Days) With Balance Over $200
- Secondary Billing
- Medicare Used
- Aging Patients Needing Contact
- Average Units Billed
- Average Collections Per Visit
Incomplete Records Widgets:
- Incomplete Billing
- Incomplete Documentation
- Medicare Plan of Care Tracking