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…
This widget shows a list of patients who have a positive aging balance of 61+ days, and who have not had a Billing Note documented in MedSoft in 25+ days. This widget is designed for the CAVU Billing team and/or Clinic to be notified of patients with an aging balance who need a contact attempt…
The “Medicare POC Tracking” widget shows Medicare patients who have had a Plan of Care sent to a doctor, and helps the front office track if/when the signed Plan of Care is returned. The widget on the Insight Analytics page shows the # of Unsigned Plans of Care in 3 different time-frames: Less Than 30..
MedSoft’s Daily Note templates have historically skipped the Objective information, since most therapists are not making Objective measurements at each and every patient visit. We recognize, however, that for a true SOAP note, the Objective tab should be included. To accommodate differing opinions on this topic, MedSoft has introduced a clinic-configurable setting that allows you..
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..
Are you looking for a list of all patients in a particular status? A list of all patient email addresses? A quick count of how many patients are currently in a Hold status? The Patients by Status Report is a standard report built to assist with these types of queries. All Admin users..
The Productivity Detail report shows detailed visits and charge amounts within the requested date range, differentiated by calendar resource. Filters: This report utilizes filters. Users should select the appropriate Report Details they would like to view on the “Report Details” window that pops up before running the report to ensure accuracy. Report Sample: FAQ:..
Does your clinic utilize the Physical Therapy Provider Network (PTPN)? If so, the PTPN Detail report can provide you with information about these specific patients. Found under the Front Office reports category, the PTPN report only needs a date range in order to run it. For your requested date range, you’ll see the..
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..