Adding an Insurance Provider to MedSoft Insurances are added in MedSoft through the Admin → Insurances screen. More information about the process to Add Insurances is outlined here. Linking an Insurance Provider to a Patient Insurances can be added to a Patient Account through either the Registration screen or through the Patient Center. Adding an..
Tag: Front Office - page 2
The Average Collections per Visit widget is found on the Financials tab when adding a new widget. This widget shows the trends of revenue coming into the clinic on a per-visit average, month by month. As with all financial data, the further in the past the user is looking, the more accurate the data will..
The Average Units Billed widget can be found on the Financials tab when adding a new widget. This widget shows the average number of units billed for each month of the year displayed. The goal of this widget is to help clinics identify any trends or changes in their billing units over time. Important information..
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…
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..
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:..
Does your clinic utilize the Physical Therapy Provider Network (PTPN)? If so, the PTPN Detail report can provide you with information about these specific patients. Found under the Front Office reports category, the PTPN report only needs a date range in order to run it. For your requested date range, you’ll see the..
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..
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..
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..