Tasks are MedSoft’s electronic To-Do List for all clinic users. They allow you to schedule items for yourself – or for other users – and then prompt you to complete those items on the due date. Tasks are accessible through the Patient Center and on the Tasks screen. Tasks The Tasks screen is..
Tag: CAVU Billing
Insurances are added in MedSoft through the Admin → Insurances screen. A grid displays all Insurance Providers already entered for the clinic. An existing Insurance can be edited by clicking the icon in the far left column. The Insurance can be deleted by clicking the trash can icon in the far right. NOTE: An Insurance..
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..
As more clinics are treating for Telehealth and E-visits in the current health climate, we are seeing rapid updates from insurance providers. Each insurance provider is choosing the codes, modifiers, and place of service (POS) that will need to be displayed on their bills. To adapt to these changes, MedSoft previously added the “Telehealth” checkbox..
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…
Insurance and Policy Tips Insurance Effective Date: The date the patient got insurance Insurance Term Date: This should be left blank unless the patient’s insurance has actually termed. Please do NOT term a Medicare policy if the patient switches over to cash. Leave the term date blank, open a Cash account, and link the two accounts…