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..
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..
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 –..
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..
Tips and Tools for Multi-Location Clinic Users Last updated 12/22/17 Multi-Location Clinic Users can identify their locations through the Location Drop-Down box above the Menu Navigation bar: You can use this drop-down to alternate between locations for all your MedSoft interactions. Be aware of what information is shared! MedSoft shares some, but..
Since most of the billing processes in MedSoft are driven by an appointment being checked in, the question can sometimes arise: What do you do when a patient stops by, not for a scheduled appointment, but just to purchase a supply in between appointments? MedSoft allows “Non-Documented Visits” for exactly this purpose. Within the Patient..
So, you’ve moved beyond just navigating through the calendar to see today’s schedule. You’re ready to get a bit more out of the app by tracking notes, scheduling tasks, and maybe even accepting a payment! From the calendar, tap on any patient’s name on the schedule to open the Appointment Detail window. This window shows you..
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..