MedSoft offers six different user roles. As a Business Owner or Admin User, it’s imperative for you to understand the access levels of your employees. Identifying the correct access level begins with determining what each user needs to view within the system. What functionality does your user need in order to perform his or..
Tag: New Users - page 3
On 8/20/17, MedSoft released the Free Time Calendar. Accessible through the Appointment link on the Menu Navigation Bar, the Free Time Calendar will show users the inverse of the Appointment Calendar. If staff members are looking for availability on a particular day/time, the Free Time calendar shows only the Available blocks of time, so that..
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…