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..
Category: Onboarding - page 3
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..
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..
MedSoft’s Incomplete Documentation Widget MedSoft’s Incomplete Documentation widget displays a list of all visits for which documentation has not yet been completed. This information is segmented by the individual Therapist/PTA responsible for the exam. Widget Details When users click on their portion of the graph, a Details page is displayed. The Details..
New Patient Registration The first step in the clinic process is to register your new patient. To do so, click on “Registration” in the Menu Navigation Bar. Pending Registrations When the Registration page loads, any Pending Registrations that have previously been saved will show up on the Registrations screen. For more details on..
Pending Registrations When the Registration page loads, any Pending Registrations that have previously been saved will be listed on the screen (in the order that their registrations were begun). A patient becomes a “Pending Registration” when users click “Save” rather than “Complete” in the New Registrations screen. This typically occurs when you are still awaiting..
MedSoft Payments Applied Reports MedSoft offers two reports that will show your clinic information about the funds received that have been applied. The Payments Applied report is a summary report, and shows a high-level look at how much money was applied from checks in each category. For Insurance payments, all payments are summed by insurance..