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..
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..
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..
Medicare Changes! New MBI to be released 4/1/2018 The Centers for Medicare & Medicaid Services (CMS) is removing Social Security numbers from Medicare cards. This change will involve new identification numbers and new Medicare cards for all people with Medicare beginning in April 2018. Your patients will start to see new Health Insurance Claim Numbers..
When Registering a New Patient in MedSoft, you have the ability to make multiple selections that enhance your clinic’s reporting. One such option is the selection of a patient’s Referral Source. MedSoft includes a comprehensive list of Referral Sources for patients: The referral source defaults to “Doctor,” as this is the most frequent referral..
MedSoft utilizes a different patient account for each treated body part. If a patient previously came in to the clinic for PT for his/her ankle, but is now coming back in for treatment on his/her wrist, a separate patient account will be created. Likewise, if a patient has an account for PT on his her..