MedSoft Payments Received Reports MedSoft offers two reports that will show your clinic the payments you have received in a particular time period: the Payments Received report, and the Payments Received Detail report. Any payments logged on the Financials screen, the check-in screen, or in the Patient Center will be reflected on these reports…
Category: Onboarding - page 4
Dormant Patients The “Dormant Patients” widget shows patients who have not had a visit recently. This allows users to follow up with patients to get them back on the schedule. The grid in the widget shows total number of patients who have been “dormant” – not checked in for a visit – for four different..
Upcoming Visits with Exams Needed This widget shows a list of patients who need a Progress Report (or other evaluation) completed at their next appointment. This widget is typically used to identify when patients need a Progress Report. Medicare patients will show up on this widget if 8 visits have elapsed since their last..
MedSoft has built-in appointment reminders for your clinic. These can go out via email, phone, or text message. Email Appointment Reminders Email reminders are provided by CAVU at no cost to you. All email appointment reminders are sent out on the day prior to a patient’s appointment at 7:00 a.m. Phoenix, AZ time (GMT/UTC –..
Color Coding The MedSoft Appointment Calendar utilizes color coding to assist your clinic in easily identifying a patient’s policy type. The color of each appointment corresponds with the patient’s Policy Type. In the screen shot below, you can see each of the designated colors; Policy types have been included as the appointment subject line for..
There are many subtle nuances to clinic management. One of these is ensuring that you are always up-to-date with Patient Insurance Policies, Authorizations, and Prescriptions. Treating a patient whose Policy/Authorization/Prescription has already expired costs your clinic money. If you’re not finding out about an expiration until billing gets rejected, you’ve lost valuable time and..
Scheduling an Appointment Scheduling an appointment in MedSoft can be done either directly from the Appointment Calendar, or from the Free Time calendar. To schedule on the Appointment Calendar, click on the “Appointments” button, then “Calendar” in the Navigation Menu: Select the appropriate date/time slot in the appropriate column to schedule by therapist,..
The Payments Received Detail Report is found with the “Financial” reports. This report gives you a detailed breakdown of every payment that came into your clinic in the requested timeframe. The Report Filters allow you to narrow down your Report Parameters in many ways: Date Range Your report will pull back all payments that..
Multi-Location Clinics And Documentation Faxing If your clinic has multiple locations, you may be wondering how this impacts your documentation faxing. If you fax out documentation from one location, how does the return fax number generate for the correct location? For clinics with Auto-Faxing turned on, all Auto-Fax documentation will generate with a return..
The new Insight Analytics page gives your clinic a more streamlined approach to the data you need on a daily basis. Here, we’ve compiled a few tips and tricks to help you get the most out of the new format. 1. Adding and Saving widgets When you navigate to the Insight Analytics page..