Tag: Patient Center

Cash Patient Billing in MedSoft

  Billing for Cash Patients Some MedSoft clients choose to do their own billing for cash patients. The process is simple once you’ve done it a few times, but here’s a guide to help until you’ve got the hang of things.   Step 1 – Take a Payment MedSoft allows you to take client payments..

Read more

Exercise Flow Sheet

PT Exercise Flow Sheet MedSoft offers a digital Exercise Flow Sheet for use with patients. This can be found under the “Exercise” tab in the Documentation window of the Patient Center:   Adding an Exercise To create an exercise plan for a patient, click “Add Exercise.” Fill in the necessary fields, then click “Save.” This..

Read more

MedSoft’s Patient Designation Feature

Using Patient Designations to Share Information Quickly   MedSoft’s Patient Designation features allows you to use system-provided icons to relay information about patients across your clinic in a subtle, easy-to-identify manner. At present, MedSoft offers the following Icons/Designations:   Users in a Supervisor role can set designations for Patients within the Patient Center on the..

Read more

Multi-Location: Faxing Documentation

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..

Read more

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..

Read more

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..

Read more

Time Savers: Auto-Faxing

  Auto-Fax Configuration MedSoft offers an Auto-Faxing feature for therapist documentation. Each clinic has the option to turn this feature ON/OFF on the Admin – Configuration tab in MedSoft. Please note that only Admin users have access to the System Configuration tab.   On the System Config tab, Admin users have three available options: Require..

Read more