Tag: Exam Documentation - page 2

Upcoming Visits With Exams Needed

Upcoming Visits with Exams Needed This widget shows a list of patients who need a Progress Report (or other evaluation) completed at their next appointment.   This widget is typically used to identify when patients need a Progress Report. Medicare patients will show up on this widget if 8 visits have elapsed since their last..

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Accessing Patient Medical Records

  Downloading and Saving Patient Documentation Each time a PT at your clinic completes documentation, the individual exam is stored and saved on the “Completed Documentation” tab. These exams are then searchable by Date of Service (DOS). From the Completed Documentation screen, your clinic can: View completed exams Fax completed exams and Create exam Addendums..

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Multi-Location Clinics

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..

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Billing Screen Clarification

With our 10/19/17 Release, MedSoft now provides more clarity in regards to documentation for Current and Previous Visits. Prior to this Release, within the Patient Center – Financials – Billing window, the Current Visits and Previous Visits tabs have always shown “Yes” in the Documentation column, even if the Visit was created by a Cancel..

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System Configuration

Admin Users of MedSoft have access to modify System Configuration settings. These settings impact the overall clinic, and are outlined below. To access System Configuration, click on “Admin,” in the Menu Navigation Bar, then “Configuration.” Appointment In the “Appointment” section, users can enter: No Show Charge – This is the default charge associated with the “999MA..

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Using the PTA Role effectively in MedSoft

MedSoft’s PTA Role MedSoft recently released the Physical Therapy Assistant (PTA) user role. This role is specifically for employees with the PTA designation at your clinic. If your clinic utilizes PTAs, you are likely already familiar with the distinctions of the PTA from a Physical Therapist, and the billing restrictions in place for PTAs. PTA..

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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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