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..
Category: Onboarding - page 2
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..
Insurances are added in MedSoft through the Admin → Insurances screen. A grid displays all Insurance Providers already entered for the clinic. An existing Insurance can be edited by clicking the icon in the far left column. The Insurance can be deleted by clicking the trash can icon in the far right. NOTE: An Insurance..
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..
The Average Units Billed widget can be found on the Financials tab when adding a new widget. This widget shows the average number of units billed for each month of the year displayed. The goal of this widget is to help clinics identify any trends or changes in their billing units over time. Important information..
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..