Tag: Widgets

Pending Appointments Widget

This widget shows patients whose appointment date has passed but who are still in Pending status on the Appointment calendar. This widget is used to identify patients who still need to have their appointment status updated to “Checked In,” “No Show,” or “Canceled.” Patients will show up on this widget after the date/time of their..

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Registrations Widget

The “Registrations” widget shows a total of all Pending Registrations. It also shows Year to Date numbers for Completed Registrations and Appointment Cancellations. Finally, this widget shows a grid of all Completed Registrations by month in comparison to Canceled Appointments in the same month.   The “Pending Registration” box shows the total number of Registrations..

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Visits Per Month Widget

The “Visits Per Month” widget shows Checked In, Canceled, No Show, and Pending visits per month. This graph shows a monthly breakdown of visits. Hovering over the columns on the graph will show numerical data for Checked In, Canceled, No Show, and Pending appointments. Note: this widget only counts appointments where the patient name was..

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Medicare Plan of Care Tracking Widget

The “Medicare POC Tracking” widget shows Medicare patients who have had a Plan of Care sent to a doctor, and helps the front office track if/when the signed Plan of Care is returned. The widget on the Insight Analytics page shows the # of Unsigned Plans of Care in 3 different time-frames: Less Than 30..

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Incomplete Documentation Widget

  MedSoft’s Incomplete Documentation Widget MedSoft’s Incomplete Documentation widget displays a list of all visits for which documentation has not yet been completed. This information is segmented by the individual Therapist/PTA responsible for the exam.     Widget Details When users click on their portion of the graph, a Details page is displayed. The Details..

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Dormant Patients Widget

Dormant Patients The “Dormant Patients” widget shows patients who have not had a visit recently. This allows users to follow up with patients to get them back on the schedule. The grid in the widget shows total number of patients who have been “dormant” – not checked in for a visit – for four different..

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Upcoming Visits With Exams Needed

Upcoming Visits with Exams Needed This widget shows a list of patients who need a Progress Report (or other evaluation) completed at their next appointment.   This widget is typically used to identify when patients need a Progress Report. Medicare patients will show up on this widget if 8 visits have elapsed since their last..

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Expiring Policies, Authorizations, and Prescriptions

  There are many subtle nuances to clinic management. One of these is ensuring that you are always up-to-date with Patient Insurance Policies, Authorizations, and Prescriptions. Treating a patient whose Policy/Authorization/Prescription has already expired costs your clinic money. If you’re not finding out about an expiration until billing gets rejected, you’ve lost valuable time and..

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