Category: Reports and Widgets - page 3

Tips for the new Insight Analytics page

  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..

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Announcement: Insight Analytics Upgrade Coming Soon!

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..

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Referrals By Type Report

  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..

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Transaction Totals Report

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..

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MedSoft’s Expiring Authorizations Widget

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…

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Appointment Detail Log

MedSoft’s newest report, the Appointment Detail Log, is designed to assist you in answering questions you may have in regards to interactions that occur on the Patient Appointment Calendar. The report is found on the Admin Reports page, and users with the Admin* and Data Analyst* roles have access to run it. After clicking on..

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Patient Date of Discharge Report

 Looking for a quick way to see how many patients your clinic discharged in a particular timeframe? The new Date of Discharge report (found with the Front Office reports) is just the tool you need! Enter in the date range for which you’d like to see Discharged patients, and this report will generate an Excel..

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Patient Birthday Report

Does your clinic like to recognize patients on their birthdays? Our new Birthday report is designed to assist with this!   Select the “Monthly Birthday Report” from the list of Front Office Reports. Then, select the month for which you’d like to pull birthdays:   The resulting Excel report will show Patient Names, Account Numbers,..

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Understanding MedSoft’s Standard Reports

  MedSoft offers a multitude of standard reports on the Admin – Reports tab. These reports are sorted into four categories, outlined below:   MedSoft users will have access to certain report categories that pertain to their User Role in MedSoft, as shown below:   Each report includes a brief synopsis of the data it..

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