Category: Guides

Cash Patient Billing in MedSoft

  Billing for Cash Patients Some MedSoft clients choose to do their own billing for cash patients. The process is simple once you’ve done it a few times, but here’s a guide to help until you’ve got the hang of things.   Step 1 – Take a Payment MedSoft allows you to take client payments..

Read more

Multi-Location Clinics

Tips and Tools for Multi-Location Clinic Users Last updated 12/22/17   Multi-Location Clinic Users can identify their locations through the Location Drop-Down box above the Menu Navigation bar:   You can use this drop-down to alternate between locations for all your MedSoft interactions.   Be aware of what information is shared! MedSoft shares some, but..

Read more

2018 Annual Policy Reset

It’s that time of year again – we are approaching the Annual Policy Reset!   What is the Annual Policy Reset? We at CAVU realize that most patients’ policies will reset as we begin the new calendar year. In an effort to decrease the workload for your clinic in updating policies, MedSoft will automatically reset..

Read more

Using the PTA Role effectively in MedSoft

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..

Read more

MedSoft User Roles Guide

MedSoft offers six different user roles. As a Business Owner or Admin User, it’s imperative for you to understand the access levels of your employees.   Identifying the correct access level begins with determining what each user needs to view within the system. What functionality does your user need in order to perform his or..

Read more