Tag: Patient Center

Good Faith Estimate for Uninsured or Self-Pay Patients

The No Surprises Act was passed in 2020 to protect consumers from surprise medical bills, often called “balance billing.” Details from the APTA on how this impacts Physical Therapists can be found here.   In an effort to help clinics save time in generating these Good Faith Estimates, clinics will now see a “Good Faith..

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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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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..

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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..

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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 can set designations for Patients within the Patient Center on the Detail screen:   Once..

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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..

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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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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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