Downloading and Saving Patient Documentation Each time a PT at your clinic completes documentation, the individual exam is stored and saved on the “Completed Documentation” tab. These exams are then searchable by Date of Service (DOS). From the Completed Documentation screen, your clinic can: View completed exams Fax completed exams and Create exam Addendums..
Tag: Time Savers - page 2
Reminder: N/A Option Available for Visit Count On September 4, a MedSoft update was released that allowed users to select “N/A” as an option for the Policy Visit Count. This option is available: when Adding A Policy at initial Registration when Editing A Policy in the Patient Center When Should the “N/A” box be checked?..
It’s that time of year again – we are approaching the Annual Policy Reset! What is the Annual Policy Reset? We at CAVU realize that most patients’ policies will reset as we begin the new calendar year. In an effort to decrease the workload for your clinic in updating policies, MedSoft will automatically reset..
With our latest Release, we’re making Charges even easier to update! As a reminder, only Admin users have access to modify clinic charges. These users will see the following options under the “Admin” tab in the Menu Navigation bar: Clicking “Charges” will load a page with all of your clinic’s Charge Codes. From this..
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..
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..
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,..
Auto-Fax Configuration MedSoft offers an Auto-Faxing feature for therapist documentation. Each clinic has the option to turn this feature ON/OFF on the Admin – Configuration tab in MedSoft. Please note that only Admin users have access to the System Configuration tab. On the System Config tab, Admin users have three available options: Require..
Insurance and Policy Tips Insurance Effective Date: The date the patient got insurance Insurance Term Date: This should be left blank unless the patient’s insurance has actually termed. Please do NOT term a Medicare policy if the patient switches over to cash. Leave the term date blank, open a Cash account, and link the two accounts…