MedSoft Knowledgebase - page 8

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

Maximizing Your Marketing

MedSoft offers you two dynamic tools for marketing to potential clients: Prospects (found in the Organizer) and Marketing Campaigns.   To get the most out of these tools, you want to begin by entering your prospective clients in the Organizer, on the “Contacts” window.   Within Contacts, you can enter all new Prospects by clicking..

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Creating Clarity: Authorizations and Prescriptions

MedSoft’s Authorizations and Prescriptions tracking features are designed to help your Front Office to easily manage these aspects of medical care. That management has become even easier with the latest MedSoft release.   Active Authorizations and Prescriptions will now show up in separate grid than Archived  Authorizations and Prescriptions, as shown below:   The Active Authorizations and Prescriptions are referenced in the Expiring widgets. The Archive will..

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Using the PTA Role effectively in MedSoft

MedSoft’s PTA Role MedSoft recently released the Physical Therapy Assistant (PTA) user role. This role is specifically for employees with the PTA designation at your clinic. If your clinic utilizes PTAs, you are likely already familiar with the distinctions of the PTA from a Physical Therapist, and the billing restrictions in place for PTAs. PTA..

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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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MedSoft User Roles Guide

MedSoft offers six different user roles. As a Business Owner or Admin User, it’s imperative for you to understand the access levels of your employees.   Identifying the correct access level begins with determining what each user needs to view within the system. What functionality does your user need in order to perform his or..

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MedSoft Automatic Timeout

MedSoft utilizes a one-hour timeout system. After 1 hour of inactivity in the system, you will be prompted to continue working; if this prompt is not clicked, you will be auto-logged out.   A note on multiple open tabs/windows: If you have multiple tabs/windows open for MedSoft, and you log out of one window, every..

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Time Savers: Introducing the “Free Time” Calendar!

On 8/20/17, MedSoft released the Free Time Calendar. Accessible through the Appointment link on the Menu Navigation Bar, the Free Time Calendar will show users the inverse of the Appointment Calendar. If staff members are looking for availability on a particular day/time, the Free Time calendar shows only the Available blocks of time, so that..

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Time Savers: Auto-Faxing

  Auto-Fax Configuration MedSoft offers an Auto-Faxing feature for therapist documentation. Each clinic has the option to turn this feature ON/OFF on the Admin – Configuration tab in MedSoft. Please note that only Admin users have access to the System Configuration tab.   On the System Config tab, Admin users have three available options: Require..

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CAVU Billing: Policy Hints

Insurance and Policy Tips   Insurance Effective Date: The date the patient got insurance Insurance Term Date: This should be left blank unless the patient’s insurance has actually termed. Please do NOT term a Medicare policy if the patient switches over to cash. Leave the term date blank, open a Cash account, and link the two accounts…

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