Category: Onboarding

Pending Appointments Widget

This widget shows patients whose appointment date has passed but who are still in Pending status on the Appointment calendar. This widget is used to identify patients who still need to have their appointment status updated to “Checked In,” “No Show,” or “Canceled.” Patients will show up on this widget after the date/time of their..

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Registrations Widget

The “Registrations” widget shows a total of all Pending Registrations. It also shows Year to Date numbers for Completed Registrations and Appointment Cancellations. Finally, this widget shows a grid of all Completed Registrations by month in comparison to Canceled Appointments in the same month.   The “Pending Registration” box shows the total number of Registrations..

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Visits Per Month Widget

The “Visits Per Month” widget shows Checked In, Canceled, No Show, and Pending visits per month. This graph shows a monthly breakdown of visits. Hovering over the columns on the graph will show numerical data for Checked In, Canceled, No Show, and Pending appointments. Note: this widget only counts appointments where the patient name was..

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Adding an Insurance Policy to a Patient

A Policy is linked to a specific Insurance in MedSoft. Thus, a Policy cannot be entered until the Patient has an Insurance Provider listed on their Patient Account. See Linking an Insurance Provider to a Patient for details. Policies can be added to a Patient Account through either the Registration screen or through the Patient..

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Linking an Insurance to a Patient

Adding an Insurance Provider to MedSoft Insurances are added in MedSoft through the Admin → Insurances screen. More information about the process to Add Insurances is outlined here. Linking an Insurance Provider to a Patient Insurances can be added to a Patient Account through either the Registration screen or through the Patient Center. Adding an..

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Average Collections per Visit Widget

The Average Collections per Visit widget is found on the Financials tab when adding a new widget. This widget shows the trends of revenue coming into the clinic on a per-visit average, month by month. As with all financial data, the further in the past the user is looking, the more accurate the data will..

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Appointment Calendar “Quick Search”

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…

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