MedSoft offers you the ability to monitor your clinic’s marketing efforts. This functionality is broken up in two different Screens. Contacts The Contacts tab is found under “Organizer” in the Menu Nav Bar. The Contact Type can be either Contact or Prospect. Contacts are any contacts that the clinic may need to have a record..
MedSoft’s Daily Note templates have historically skipped the Objective information, since most therapists are not making Objective measurements at each and every patient visit. We recognize, however, that for a true SOAP note, the Objective tab should be included. To accommodate differing opinions on this topic, MedSoft has introduced a clinic-configurable setting that allows you..
We are excited to announce MedSoft’s newest time-saving feature: Text Replacement Do you often use the same sentence or paragraph of text across multiple patients? Do you have a standard goal or assessment that might be beneficial to have stored for quick and easy insertion? MedSoft’s Text Replacement feature is designed for exactly this scenario…
Appointment Calendar Right Click Menu Options MedSoft’s Appointment Calendar has multiple options available on the menu that pops up when users right click in on a particular day: Quick Links: New Appointment New Recurring Appointment Go to today Show 24 hours… Print Front Office Schedule Print Therapist Schedule Paste New Appointment Users can schedule..
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..
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..
Authorizations and Policies – Visit Counts MedSoft separates Patient Policies and Authorizations into two separate locations. Since each has a visit count listed on it, the question sometimes arises: What do we do if the Policy initially provides 5 visits, but we are later granted authorization for an additional 5 visits? Should we..
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..