As part of our ongoing efforts to continue to improve the User Experience, MedSoft is excited to announce an upcoming refresh of the Insight Analytics page! All widgets will be getting a complete refresh, with a specific focus on providing information to users in the most efficient way possible. Your new Insight Analytics page will..
Category: Onboarding - page 5
It’s that time of year again – we are approaching the Annual Policy Reset! What is the Annual Policy Reset? We at CAVU realize that most patients’ policies will reset as we begin the new calendar year. In an effort to decrease the workload for your clinic in updating policies, MedSoft will automatically reset..
If you are interested in tracking where your patients are coming from, the Referrals By Type report is an excellent place to begin. This report, available to Front Office and Admin users, shows the Referral Types and Notes for all patients added within a particular timeframe. To access the report, navigate to Admin..
MedSoft offers a multitude of reports to help you analyze your clinic’s performance. One such report is the Transaction Totals report. This report, available to Admin users only, displays Charges, Adjustments, Insurance Payments, Patient Payments, and the Remaining Balance within a specific timeframe. Prior to running the report, users have the option to select which..
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 money…
When Registering a New Patient in MedSoft, you have the ability to make multiple selections that enhance your clinic’s reporting. One such option is the selection of a patient’s Referral Source. MedSoft includes a comprehensive list of Referral Sources for patients: The referral source defaults to “Doctor,” as this is the most frequent referral..
With our latest Release, we’re making Charges even easier to update! As a reminder, only Admin users have access to modify clinic charges. These users will see the following options under the “Admin” tab in the Menu Navigation bar: Clicking “Charges” will load a page with all of your clinic’s Charge Codes. From this..
As outlined in our post about Updating Appointment Statuses, MedSoft’s Appointment Calendar allows you the option to charge patients a No Show or Cancellation fee*. After selecting a Reason for the Cancellation or No Show, users will opt to have a “Charge” or “No Charge” for the Missed Visit. Clicking “Charge” will generate a visit..
Admin Users of MedSoft have access to modify System Configuration settings. These settings impact the overall clinic, and are outlined below. To access System Configuration, click on “Admin,” in the Menu Navigation Bar, then “Configuration.” Appointment In the “Appointment” section, users can enter: No Show Charge – This is the default charge associated with the “999MA..