The “Quick Search” box on MedSoft’s Appointment Calendar allows users to quickly locate one patient, view upcoming and previous appointments, and generate appointment PDFs. The Quick Search box is found at the top right of the Appointment Calendar. Search for any patient by Last Name, then select the appropriate patient from the Find-As-You-Type search results…
Category: Appointments
Appointment Calendar Right Click Menu Options MedSoft’s Appointment Calendar has multiple options available on the menu that pops up when users right click in on a particular day: Quick Links: New Appointment New Recurring Appointment Go to today Show 24 hours… Print Front Office Schedule Print Therapist Schedule Paste New Appointment Users can schedule..
On your appointment calendar in MedSoft, you’ll notice that patient names sometimes turn red. A patient’s name on the calendar will display in red font when the Policy Remaining Visit count drops to 4 or fewer visits. This font color change is to alert users that the visit count is getting low, and..
Appointment Colors MedSoft has a system-wide Appointment Color Code system that is based on the Patient’s Policy Type. This is not a configurable element within MedSoft. Appointment Borders The client configurable element of the calendar display is a border box around appointments. Clinics can customize their list of appointment types (examples are: New..
MedSoft has built-in appointment reminders for your clinic. These can go out via email, phone, or text message. Email Appointment Reminders Email reminders are provided by CAVU at no cost to you. All email appointment reminders are sent out on the day prior to a patient’s appointment at 7:00 a.m. Phoenix, AZ time (GMT/UTC –..
On 8/20/17, MedSoft released the Free Time Calendar. Accessible through the Appointment link on the Menu Navigation Bar, the Free Time Calendar will show users the inverse of the Appointment Calendar. If staff members are looking for availability on a particular day/time, the Free Time calendar shows only the Available blocks of time, so that..