Incomplete Documentation This widget shows patients who have been checked in for an appointment but whose documentation for that appointment is not yet complete. Once a patient is checked in for an appointment, s/he will show on this list as having “Incomplete Documentation.” The “View Details” button gives you details including Patient Name, Patient..
Incomplete Billing Widget This widget shows patients who are ready for billing. This widget is used by the billing team and by clinics managing their own billing for cash patients. It functions as a “to do” list of patients who need their billing completed. Patients who have been checked in for an appointment and..
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..
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..
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..
The Average Units Billed widget can be found on the Financials tab when adding a new widget. This widget shows the average number of units billed for each month of the year displayed. The goal of this widget is to help clinics identify any trends or changes in their billing units over time. Important information..
This widget shows a list of patients who have a positive aging balance of 61+ days, and who have not had a Billing Note documented in MedSoft in 25+ days. This widget is designed for the CAVU Billing team and/or Clinic to be notified of patients with an aging balance who need a contact attempt…
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..
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..
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..