Tag: Best Practices - page 4

How (and Why) to Clear Your Cache

When MedSoft updates are made, you’ll frequently hear the recommendation to Refresh a particular screen, or to “clear your cache” in your web browser. We know you probably get sick of hearing it. Here’s the skinny behind what’s going on: When we release new MedSoft builds, they often include new JavaScript. All web browsers, though,..

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Maximizing Your Marketing

MedSoft offers you two dynamic tools for marketing to potential clients: Prospects (found in the Organizer) and Marketing Campaigns.   To get the most out of these tools, you want to begin by entering your prospective clients in the Organizer, on the “Contacts” window.   Within Contacts, you can enter all new Prospects by clicking..

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Creating Clarity: Authorizations and Prescriptions

MedSoft’s Authorizations and Prescriptions tracking features are designed to help your Front Office to easily manage these aspects of medical care. That management has become even easier with the latest MedSoft release.   Active Authorizations and Prescriptions will now show up in separate grid than Archived  Authorizations and Prescriptions, as shown below:   The Active Authorizations and Prescriptions are referenced in the Expiring widgets. The Archive will..

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MedSoft Automatic Timeout

MedSoft utilizes a one-hour timeout system. After 1 hour of inactivity in the system, you will be prompted to continue working; if this prompt is not clicked, you will be auto-logged out.   A note on multiple open tabs/windows: If you have multiple tabs/windows open for MedSoft, and you log out of one window, every..

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Time Savers: Introducing the “Free Time” Calendar!

On 8/20/17, MedSoft released the Free Time Calendar. Accessible through the Appointment link on the Menu Navigation Bar, the Free Time Calendar will show users the inverse of the Appointment Calendar. If staff members are looking for availability on a particular day/time, the Free Time calendar shows only the Available blocks of time, so that..

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Time Savers: Auto-Faxing

  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..

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