Category: Best Practices - page 3

MedSoft’s Expiring Authorizations Widget

There are many subtle nuances to clinic management. One of these is ensuring that you are always up-to-date with Patient Insurance Policies, Authorizations, and Prescriptions. Treating a patient whose Policy/Authorization/Prescription has already expired costs your clinic money. If you’re not finding out about an expiration until billing gets rejected, you’ve lost valuable time and money…

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Referral Types at Registration

When Registering a New Patient in MedSoft, you have the ability to make multiple selections that enhance your clinic’s reporting. One such option is the selection of a patient’s Referral Source. MedSoft includes a comprehensive list of Referral Sources for patients:   The referral source defaults to “Doctor,” as this is the most frequent referral..

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Charges window

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..

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Missed Appointment Charges

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..

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Adding Non-Documented Visits in MedSoft

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..

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Updating Your MedSoft Password

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,..

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Unlocking Task Management

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..

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Maximizing Your Marketing

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..

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