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..
Tag: Workflow - page 3
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…