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..
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..
MedSoft utilizes a different patient account for each treated body part. If a patient previously came in to the clinic for PT for his/her ankle, but is now coming back in for treatment on his/her wrist, a separate patient account will be created. Likewise, if a patient has an account for PT on his her..
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..
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,..
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..
How do I see my schedule for today? From the home screen, click the icon in the top right to open the Menu Navigation Bar. Tap “Calendar.” Tap the date for which you would like to view appointment schedule. Individual Patient appointments will populate below the calendar. How do I check in an appointment?..
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..
MedSoft’s Mobile App allows you to view your scheduled and overdue tasks. The App Home Screen will show you the number of tasks you have due today, as well as any overdue. You can access those tasks through the menu in the upper right corner of your home screen. Once on the Tasks window, you..
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…