Tag: Front Office - page 4

Referral Types at Registration

When Registering a New Patient in MedSoft, you have the ability to make multiple selections that enhance your clinic’s reporting. One such option is the selection of a patient’s Referral Source. MedSoft includes a comprehensive list of Referral Sources for patients:   The referral source defaults to “Doctor,” as this is the most frequent referral..

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Patient Date of Discharge Report

 Looking for a quick way to see how many patients your clinic discharged in a particular timeframe? The new Date of Discharge report (found with the Front Office reports) is just the tool you need! Enter in the date range for which you’d like to see Discharged patients, and this report will generate an Excel..

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Patient Birthday Report

Does your clinic like to recognize patients on their birthdays? Our new Birthday report is designed to assist with this!   Select the “Monthly Birthday Report” from the list of Front Office Reports. Then, select the month for which you’d like to pull birthdays:   The resulting Excel report will show Patient Names, Account Numbers,..

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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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Missed Appointment Charges

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..

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Updating Appointment Status

Updating an Appointment (Check-in, Cancel, No Show) Updating the status of appointments allows all users to see patient status at a glance, and also makes this information available for reporting purposes To update an appointment’s status on the Appointment Calendar, right click on the appointment. A status menu will populate:   Open “Open” will allow you..

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Adding Non-Documented Visits in MedSoft

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..

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Creating Clarity: Authorizations and Prescriptions

MedSoft’s Authorizations and Prescriptions tracking features are designed to help your Front Office to easily manage these aspects of medical care. That management has become even easier with the latest MedSoft release.   Active Authorizations and Prescriptions will now show up in separate grid than Archived  Authorizations and Prescriptions, as shown below:   The Active Authorizations and Prescriptions are referenced in the Expiring widgets. The Archive will..

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