Tag: Appointments

Appointment Calendar Right Click Menu

Appointment Calendar Right Click Menu Options MedSoft’s Appointment Calendar has multiple options available on the menu that pops up when users right click in on a particular day: Quick Links: New Appointment New Recurring Appointment Go to today Show 24 hours… Print Front Office Schedule Print Therapist Schedule Paste   New Appointment Users can schedule..

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Appointment “Border Boxes”

  Appointment Colors MedSoft has a system-wide Appointment Color Code system that is based on the Patient’s Policy Type. This is not a configurable element within MedSoft.   Appointment Borders The client configurable element of the calendar display is a border box around appointments. Clinics can customize their list of appointment types (examples are: New..

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Pending Registrations

Pending Registrations When the Registration page loads, any Pending Registrations that have previously been saved will be listed on the screen (in the order that their registrations were begun). A patient becomes a “Pending Registration” when users click “Save” rather than “Complete” in the New Registrations screen. This typically occurs when you are still awaiting..

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Appointment Reminders

MedSoft has built-in appointment reminders for your clinic. These can go out via email, phone, or text message. Email Appointment Reminders Email reminders are provided by CAVU at no cost to you. All email appointment reminders are sent out on the day prior to a patient’s appointment at 7:00 a.m. Phoenix, AZ time (GMT/UTC –..

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Color Coding on Appointment Calendar

Color Coding The MedSoft Appointment Calendar utilizes color coding to assist your clinic in easily identifying a patient’s policy type. The color of each appointment corresponds with the patient’s Policy Type. In the screen shot below, you can see each of the designated colors; Policy types have been included as the appointment subject line for..

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Scheduling an Appointment

Scheduling an Appointment Scheduling an appointment in MedSoft can be done either directly from the Appointment Calendar, or from the Free Time calendar.   To schedule on the Appointment Calendar, click on the “Appointments” button, then “Calendar” in the Navigation Menu:   Select the appropriate date/time slot in the appropriate column to schedule by therapist,..

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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..

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Billing Screen Clarification

With our 10/19/17 Release, MedSoft now provides more clarity in regards to documentation for Current and Previous Visits. Prior to this Release, within the Patient Center – Financials – Billing window, the Current Visits and Previous Visits tabs have always shown “Yes” in the Documentation column, even if the Visit was created by a Cancel..

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Missed Appointment Charges

As outlined in our post about Updating Appointment Statuses, MedSoft’s Appointment Calendar allows you the option to charge patients a No Show or Cancellation fee*. After selecting a Reason for the Cancellation or No Show, users will opt to have a “Charge” or “No Charge” for the Missed Visit. Clicking “Charge” will generate a visit..

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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 – This is the default charge associated with the..

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