As part of our ongoing efforts to continue to improve the User Experience, MedSoft is excited to announce an upcoming refresh of the Insight Analytics page! All widgets will be getting a complete refresh, with a specific focus on providing information to users in the most efficient way possible. Your new Insight Analytics page will..
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..
Admin Users of MedSoft have access to modify System Configuration settings. These settings impact the overall clinic, and are outlined below. To access System Configuration, click on “Admin,” in the Menu Navigation Bar, then “Configuration.” Appointment In the “Appointment” section, users can enter: No Show Charge – This is the default charge associated with the..
Resetting your password in MedSoft is a great best practice to maintain account security. This process is both quick and simple within your User Configuration settings. From your Menu Navigation Bar, select Admin, then “Configuration.” The User Config tab allows you to modify personal settings for your User Account. To modify your Password,..
How do I see my schedule for today? From the home screen, click the icon in the top right to open the Menu Navigation Bar. Tap “Calendar.” Tap the date for which you would like to view appointment schedule. Individual Patient appointments will populate below the calendar. How do I check in an appointment?..
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..
MedSoft utilizes a one-hour timeout system. After 1 hour of inactivity in the system, you will be prompted to continue working; if this prompt is not clicked, you will be auto-logged out. A note on multiple open tabs/windows: If you have multiple tabs/windows open for MedSoft, and you log out of one window, every..