Best Practices for Searching and Organizing Your Favorite Medisoft Reports
Medisoft is known for the hundreds of reports available to help a practice get a clear picture of its finances, schedule, and patients. When a practice uses these reports, they’ll have the insights to manage the practice effectively.
However, the challenge lies in navigating and finding the correct report(s) to give you the data you want. What keywords should you use? What happens if you are unsure of the exact report name or don’t know what you should search for? This can be especially frustrating if you are searching for a new report that you have never viewed before. You’re pulling new data from Medisoft or finding multiple reports that look the same, making you wonder which one will provide you with the correct information.
On top of this, how will you recall that selected report once you find one you like and want to use again?
Level up your Medisoft Reports skills with this video. In this video, we show tips on searching reports to find the data you’re looking for and how to set those reports as a favorite so you can quickly access them in the future.
Watch this video to learn how to work quickly and efficiently with Medisoft Reports.
As always, we would be happy to help if you have questions regarding Medisoft. Please give us a call at (480) 730-3055 to talk to a Medisoft specialist and we’ll help you get the most out of Medisoft!
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If you are having any problem with Medisoft whatsoever, we can solve it for you. Also, if you’d like to get more out of Medisoft…meaning, if you’d like to take Medisoft to the next level and have it become a powerful tool for your practice, we can help you get there!
We can help with speeding up your electronic claims process and help you save time. We can help you streamline your patient statements process, and make it so your patients can pay you online while you sleep. We can set Medisoft up for you to automatically remind your patients of their appointments and confirm their attendance. We can help with more as well.
Please give us a call at 480-730-3055 to talk to a Medisoft specialist and we’ll help you get the most out of Medisoft!