On your appointment calendar in MedSoft, you’ll notice that patient names sometimes turn red. A patient’s name on the calendar will display in red font when the Policy Remaining Visit count drops to 4 or fewer visits. This font color change is to alert users that the visit count is getting low, and..
Authorizations and Policies – Visit Counts MedSoft separates Patient Policies and Authorizations into two separate locations. Since each has a visit count listed on it, the question sometimes arises: What do we do if the Policy initially provides 5 visits, but we are later granted authorization for an additional 5 visits? Should we..
Multi-Location Clinics And Documentation Faxing If your clinic has multiple locations, you may be wondering how this impacts your documentation faxing. If you fax out documentation from one location, how does the return fax number generate for the correct location? For clinics with Auto-Faxing turned on, all Auto-Fax documentation will generate with a return..
As outlined in our post about Updating Appointment Statuses, MedSoft’s Appointment Calendar allows you the option to charge patients a No Show or Cancellation fee*. After selecting a Reason for the Cancellation or No Show, users will opt to have a “Charge” or “No Charge” for the Missed Visit. Clicking “Charge” will generate a visit..
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..
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,..
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..
How do I see my schedule for today? From the home screen, click the icon in the top right to open the Menu Navigation Bar. Tap “Calendar.” Tap the date for which you would like to view appointment schedule. Individual Patient appointments will populate below the calendar. How do I check in an appointment?..
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…