Even though it’s 2020, some insurances still require paper billing. MedSoft tracks Insurances as either Paper or Electronic on the Admin -> Insurances screen. When an Insurance is set up in the system as “Paper,” bills will not be sent electronically. Instead, the CAVU Billing team will print off HCFAs directly from MedSoft and mail..
We are in an unprecedented time with COVID-19. Updates about how PT is impacted are almost daily; please continue to refer to APTA for the most recent updates. Make sure you are knowledgeable about Telehealth & Evisits so you can still treat your patients! Telehealth Many insurances are allowing Telehealth as an option for continued..
This widget shows a list of patients who have a positive aging balance of 61+ days, and who have not had a Billing Note documented in MedSoft in 25+ days. This widget is designed for the CAVU Billing team and/or Clinic to be notified of patients with an aging balance who need a contact attempt…
The Productivity Detail report shows detailed visits and charge amounts within the requested date range, differentiated by calendar resource. Filters: This report utilizes filters. Users should select the appropriate Report Details they would like to view on the “Report Details” window that pops up before running the report to ensure accuracy. Report Sample: FAQ:..
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..
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..
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…
The Payments Received Detail Report is found with the “Financial” reports. This report gives you a detailed breakdown of every payment that came into your clinic in the requested timeframe. The Report Filters allow you to narrow down your Report Parameters in many ways: Date Range Your report will pull back all payments that..
It’s that time of year again – we are approaching the Annual Policy Reset! What is the Annual Policy Reset? We at CAVU realize that most patients’ policies will reset as we begin the new calendar year. In an effort to decrease the workload for your clinic in updating policies, MedSoft will automatically reset..
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, Insurance Payments, Patient Payments, and the Remaining Balance within a specific timeframe. Prior to running the report, users have the option to select which..