Tag: Reports - page 2

Referrals By Type Report

  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..

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Transaction Totals Report

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..

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Appointment Detail Log

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..

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Patient Date of Discharge Report

¬†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..

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Patient Birthday Report

Does your clinic like to recognize patients on their birthdays? Our new Birthday report is designed to assist with this!   Select the “Monthly Birthday Report” from the list of Front Office Reports. Then, select the month for which you’d like to pull birthdays:   The resulting Excel report will show Patient Names, Account Numbers,..

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Best Features of the Mobile App Home Screen

With the latest release of MedSoft Mobile (version 1.0) users will notice some exciting updates to the Home Screen. Revenue Data For Admin users only (see our post about access levels), the app will display revenue data. This YTD and MTD Revenue number comes directly from the information captured on the Financials page of MedSoft…

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Understanding MedSoft’s Standard Reports

  MedSoft offers a multitude of standard reports on the Admin – Reports tab. These reports are sorted into four categories, outlined below:   MedSoft users will have access to certain report categories that pertain to their User Role in MedSoft, as shown below:   Each report includes a brief synopsis of the data it..

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