Tag: New Users

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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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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Pending Registrations

Pending Registrations When the Registration page loads, any Pending Registrations that have previously been saved will be listed on the screen (in the order that their registrations were begun). A patient becomes a “Pending Registration” when users click “Save” rather than “Complete” in the New Registrations screen. This typically occurs when you are still awaiting..

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Payments Received Reports

MedSoft Payments Received Reports   MedSoft offers two reports that will show your clinic the payments you have received in a particular time period: the Payments Received report, and the Payments Received Detail report. Any payments logged on the Financials screen, the check-in screen, or in the Patient Center will be reflected on these reports…

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Scheduling an Appointment

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,..

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Tips for the new Insight Analytics page

  The new Insight Analytics page gives your clinic a more streamlined approach to the data you need on a daily basis. Here, we’ve compiled a few tips and tricks to help you get the most out of the new format.   1. Adding and Saving widgets When you navigate to the Insight Analytics page..

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2018 Annual Policy Reset

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..

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Referrals By Type Report

  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..

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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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System Configuration

Admin Users of MedSoft have access to modify System Configuration settings. These settings impact the overall clinic, and are outlined below. To access System Configuration, click on “Admin,” in the Menu Navigation Bar, then “Configuration.”   Appointment In the “Appointment” section, users can enter: No Show Charge –┬áThis is the default charge associated with the..

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