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…
Category: Reports and Widgets
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..
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..
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..
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..
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…
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..
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..