Tag: Insurance

Adding an Insurance Policy to a Patient

A Policy is linked to a specific Insurance in MedSoft. Thus, a Policy cannot be entered until the Patient has an Insurance Provider listed on their Patient Account. See Linking an Insurance Provider to a Patient for details. Policies can be added to a Patient Account through either the Registration screen or through the Patient..

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Linking an Insurance to a Patient

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..

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How to Register a New Patient

New Patient Registration The first step in the clinic process is to register your new patient. To do so, click on “Registration” in the Menu Navigation Bar.     Pending Registrations When the Registration page loads, any Pending Registrations that have previously been saved will show up on the Registrations screen. For more details on..

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CAVU Billing: Policy Hints

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…

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