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..
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..
MedSoft has built-in appointment reminders for your clinic. These can go out via email, phone, or text message. Email Appointment Reminders Email reminders are provided by CAVU at no cost to you. All email appointment reminders are sent out on the day prior to a patient’s appointment at 7:00 a.m. Phoenix, AZ time (GMT/UTC –..
Multi-Location Clinics And Documentation Faxing If your clinic has multiple locations, you may be wondering how this impacts your documentation faxing. If you fax out documentation from one location, how does the return fax number generate for the correct location? For clinics with Auto-Faxing turned on, all Auto-Fax documentation will generate with a return..
The new Insight Analytics page gives your clinic a more streamlined approach to the data you need on a daily basis. Here, we’ve compiled a few tips and tricks to help you get the most out of the new format. 1. Adding and Saving widgets When you navigate to the Insight Analytics page..
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..
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..
When Registering a New Patient in MedSoft, you have the ability to make multiple selections that enhance your clinic’s reporting. One such option is the selection of a patient’s Referral Source. MedSoft includes a comprehensive list of Referral Sources for patients: The referral source defaults to “Doctor,” as this is the most frequent referral..