Are you looking for a list of all patients in a particular status? A list of all patient email addresses? A quick count of how many patients are currently in a Hold status? The Patients by Status Report is a standard report built to assist with these types of queries. All Admin users..
The Productivity Detail report shows detailed visits and charge amounts within the requested date range, differentiated by calendar resource. Filters: This report utilizes filters. Users should select the appropriate Report Details they would like to view on the “Report Details” window that pops up before running the report to ensure accuracy. Report Sample: FAQ:..
Does your clinic utilize the Physical Therapy Provider Network (PTPN)? If so, the PTPN Detail report can provide you with information about these specific patients. Found under the Front Office reports category, the PTPN report only needs a date range in order to run it. For your requested date range, you’ll see the..
MedSoft Payments Applied Reports MedSoft offers two reports that will show your clinic information about the funds received that have been applied. The Payments Applied report is a summary report, and shows a high-level look at how much money was applied from checks in each category. For Insurance payments, all payments are summed by insurance..
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…
The Payments Received Detail Report is found with the “Financial” reports. This report gives you a detailed breakdown of every payment that came into your clinic in the requested timeframe. The Report Filters allow you to narrow down your Report Parameters in many ways: Date Range Your report will pull back all payments that..
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..
MedSoft offers a multitude of reports to help you analyze your clinic’s performance. One such report is the Transaction Totals report. This report, available to Admin users only, displays Charges, Adjustments, Insurance Payments, Patient Payments, and the Remaining Balance within a specific timeframe. Prior to running the report, users have the option to select which..
MedSoft’s newest report, the Appointment Detail Log, is designed to assist you in answering questions you may have in regards to interactions that occur on the Patient Appointment Calendar. The report is found on the Admin Reports page, and users with the Admin* and Data Analyst* roles have access to run it. After clicking on..
Looking for a quick way to see how many patients your clinic discharged in a particular timeframe? The new Date of Discharge report (found with the Front Office reports) is just the tool you need! Enter in the date range for which you’d like to see Discharged patients, and this report will generate an Excel..