Tag: Employee

Updating Appointment Status

Updating an Appointment (Check-in, Cancel, No Show) Updating the status of appointments allows all users to see patient status at a glance, and also makes this information available for reporting purposes To update an appointment’s status on the Appointment Calendar, right click on the appointment. A status menu will populate:   Open “Open” will allow you..

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Updating Your MedSoft Password

Resetting your password in MedSoft is a great best practice to maintain account security. This process is both quick and simple within your User Configuration settings.   From your Menu Navigation Bar, select Admin, then “Configuration.”     The User Config tab allows you to modify personal settings for your User Account. To modify your Password,..

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Unlocking Task Management

With our latest release, MedSoft has unlocked Task Management for Supervisors. As you already know, when a User Group is created in MedSoft, the Supervisor of that group becomes the recipient of all Time Off Requests for the Employees listed within that group. The User Group functionality has been enhanced, and Supervisors of a User Group will now also be..

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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 User Roles Guide

MedSoft offers six different user roles. As a Business Owner or Admin User, it’s imperative for you to understand the access levels of your employees.   Identifying the correct access level begins with determining what each user needs to view within the system. What functionality does your user need in order to perform his or..

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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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