Dormant Patients The “Dormant Patients” widget shows patients who have not had a visit recently. This allows users to follow up with patients to get them back on the schedule. The grid in the widget shows total number of patients who have been “dormant” – not checked in for a visit – for four different..
Tag: Front Office - page 3
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..
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..
Scheduling an Appointment Scheduling an appointment in MedSoft can be done either directly from the Appointment Calendar, or from the Free Time calendar. To schedule on the Appointment Calendar, click on the “Appointments” button, then “Calendar” in the Navigation Menu: Select the appropriate date/time slot in the appropriate column to schedule by therapist,..
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..
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..
It’s that time of year again – we are approaching the Annual Policy Reset! What is the Annual Policy Reset? We at CAVU realize that most patients’ policies will reset as we begin the new calendar year. In an effort to decrease the workload for your clinic in updating policies, MedSoft will automatically reset..
If you are interested in tracking where your patients are coming from, the Referrals By Type report is an excellent place to begin. This report, available to Front Office and Admin users, shows the Referral Types and Notes for all patients added within a particular timeframe. To access the report, navigate to Admin..
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 money…