MedSoft Knowledgebase - page 7

We are constantly enhancing and improving MedSoft's funcationality.
Here's a collection of resources to help you stay up-to-date.

System Configuration

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..

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Updating Appointment Status

Updating an Appointment (Check-in, Cancel, No Show) Updating the status of appointments allows all users to see patient status at a glance, and also makes this information available for reporting purposes To update an appointment’s status on the Appointment Calendar, right click on the appointment. A status menu will populate:   Open “Open” will allow you..

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Adding Non-Documented Visits in MedSoft

Since most of the billing processes in MedSoft are driven by an appointment being checked in, the question can sometimes arise: What do you do when a patient stops by, not for a scheduled appointment, but just to purchase a supply in between appointments?   MedSoft allows “Non-Documented Visits” for exactly this purpose. Within the Patient..

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Updating Your MedSoft Password

Resetting your password in MedSoft is a great best practice to maintain account security. This process is both quick and simple within your User Configuration settings.   From your Menu Navigation Bar, select Admin, then “Configuration.”     The User Config tab allows you to modify personal settings for your User Account. To modify your Password,..

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Enhancing Check-In Through The App

So, you’ve moved beyond just navigating through the calendar to see today’s schedule. You’re ready to get a bit more out of the app by tracking notes, scheduling tasks, and maybe even accepting a payment! From the calendar, tap on any patient’s name on the schedule to open the Appointment Detail window. This window shows you..

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A New Spin On An Old Classic: How MedSoft’s App Calendar Changes The Game

MedSoft’s calendar shares directly over to the new Mobile App. The current version of the app allows each user to view one calendar resource. This means that each therapist can view his/her own calendar, but not other calendars. You’ll see the number of appointments scheduled for today and tomorrow on the App Home Screen. Click..

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Best Features of the Mobile App Home Screen

With the latest release of MedSoft Mobile (version 1.0) users will notice some exciting updates to the Home Screen. Revenue Data For Admin users only (see our post about access levels), the app will display revenue data. This YTD and MTD Revenue number comes directly from the information captured on the Financials page of MedSoft…

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