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…
With all the time you invest in patient care, you may not have a lot of time or resources left over for marketing your clinic. To grow your clinic, however, that marketing is crucial. MedSoft offers your clinic multiple tools to capitalize on the information you already have on hand. Your referring doctors, for example,..
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..
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..
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..