Tag: Access Levels

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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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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