Tag: Best Practices

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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Therapist Fax Options

  MedSoft “Fax Options” Allows Therapists to Customize Faxes With the 5/18/18 release, MedSoft has given therapists greater customization with faxing.   On each exam, therapists will now see a “Fax Options” tab:   Click this tab to customize your outgoing fax.   Prescription Pad Want to send a blank prescription pad to your patient’s..

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Cash Patient Billing in MedSoft

  Billing for Cash Patients Some MedSoft clients choose to do their own billing for cash patients. The process is simple once you’ve done it a few times, but here’s a guide to help until you’ve got the hang of things.   Step 1 – Take a Payment MedSoft allows you to take client payments..

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Incomplete Documentation Widget

  MedSoft’s Incomplete Documentation Widget MedSoft’s Incomplete Documentation widget displays a list of all visits for which documentation has not yet been completed. This information is segmented by the individual Therapist/PTA responsible for the exam.     Widget Details When users click on their portion of the graph, a Details page is displayed. The Details..

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Medicare MBI Numbers

Medicare Changes! New MBI to be released 4/1/2018 The Centers for Medicare & Medicaid Services (CMS) is removing Social Security numbers from Medicare cards. This change will involve new identification numbers and new Medicare cards for all people with Medicare beginning in April 2018.  Your patients will start to see new Health Insurance Claim Numbers..

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Upcoming Visits With Exams Needed

Upcoming Visits with Exams Needed This widget shows a list of patients who need a Progress Report (or other evaluation) completed at their next appointment.   This widget is typically used to identify when patients need a Progress Report. Medicare patients will show up on this widget if 8 visits have elapsed since their last..

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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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Accessing Patient Medical Records

  Downloading and Saving Patient Documentation Each time a PT at your clinic completes documentation, the individual exam is stored and saved on the “Completed Documentation” tab. These exams are then searchable by Date of Service (DOS). From the Completed Documentation screen, your clinic can: View completed exams Fax completed exams and Create exam Addendums..

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Expiring Policies, Authorizations, and Prescriptions

  There are many subtle nuances to clinic management. One of these is ensuring that you are always up-to-date with Patient Insurance Policies, Authorizations, and Prescriptions. Treating a patient whose Policy/Authorization/Prescription has already expired costs your clinic money. If you’re not finding out about an expiration until billing gets rejected, you’ve lost valuable time and..

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