Tag: Front Office

Appointment Calendar “Quick Search”

The “Quick Search” box on MedSoft’s Appointment Calendar allows users to quickly locate one patient, view upcoming and previous appointments, and generate appointment PDFs. The Quick Search box is found at the top right of the Appointment Calendar. Search for any patient by Last Name, then select the appropriate patient from the Find-As-You-Type search results…

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Appointment Calendar Right Click Menu

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..

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Productivity Detail Report

The Productivity Detail report shows detailed visits and charge amounts within the requested date range, differentiated by calendar resource. Filters: This report utilizes filters. Users should select the appropriate Report Details they would like to view on the “Report Details” window that pops up before running the report to ensure accuracy. Report Sample:   FAQ:..

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Appointment “Border Boxes”

  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..

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Cash Patient Billing in MedSoft

  Billing for Cash Patients Some MedSoft clients choose to do their own billing for cash patients. The process is simple once you’ve done it a few times, but here’s a guide to help until you’ve got the hang of things.   Step 1 – Take a Payment MedSoft allows you to take client payments..

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Medicare MBI Numbers

Medicare Changes! New MBI to be released 4/1/2018 The Centers for Medicare & Medicaid Services (CMS) is removing Social Security numbers from Medicare cards. This change will involve new identification numbers and new Medicare cards for all people with Medicare beginning in April 2018.  Your patients will start to see new Health Insurance Claim Numbers..

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Color Coding on Appointment Calendar

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..

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Expiring Policies, Authorizations, and Prescriptions

  There are many subtle nuances to clinic management. One of these is ensuring that you are always up-to-date with Patient Insurance Policies, Authorizations, and Prescriptions. Treating a patient whose Policy/Authorization/Prescription has already expired costs your clinic money. If you’re not finding out about an expiration until billing gets rejected, you’ve lost valuable time and..

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