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…
Tag: Admin - page 2
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..
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..
One of MedSoft’s greatest features is the time-saving measures it provides to your clinic. By entering a bit of information at initial setup, you will provide your clinic with ease of use and reporting for years to come. The Vendor portal is one example. All users of MedSoft have the ability to add, view, and..
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..