Tag: Admin

Daily Notes – Objective Tab

MedSoft’s Daily Note templates have historically skipped the Objective information, since most therapists are not making Objective measurements at each and every patient visit. We recognize, however, that for a true SOAP note, the Objective tab should be included. To accommodate differing opinions on this topic, MedSoft has introduced a clinic-configurable setting that allows you..

Read more

Payments Applied Reports

MedSoft Payments Applied Reports MedSoft offers two reports that will show your clinic information about the funds received that have been applied. The Payments Applied report is a summary report, and shows a high-level look at how much money was applied from checks in each category. For Insurance payments, all payments are summed by insurance..

Read more

Payments Received Reports

MedSoft Payments Received Reports   MedSoft offers two reports that will show your clinic the payments you have received in a particular time period: the Payments Received report, and the Payments Received Detail report. Any payments logged on the Financials screen, the check-in screen, or in the Patient Center will be reflected on these reports…

Read more

Transaction Totals Report

  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, and Payments within a specific timeframe. Prior to running the report, users have the option to select which Therapists they would like..

Read more

Appointment Detail Log

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..

Read more

Charges window

With our latest Release, we’re making Charges even easier to update! As a reminder, only Admin users have access to modify clinic charges. These users will see the following options under the “Admin” tab in the Menu Navigation bar:   Clicking “Charges” will load a page with all of your clinic’s Charge Codes. From this..

Read more

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 –┬áThis is the default charge associated with the..

Read more

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…

Read more