Do you find yourself constantly navigating through multiple menus in Medisoft just to reach the tools you need? We’ll show you how to save valuable time by customizing your Medisoft menu bar, making your most-used tools and websites just one click away. By creating a custom menu and adding shortcuts for essential programs, you can significantly enhance your workflow and reduce time spent on repetitive tasks.
Simplify Your Workflow with a Custom Menu Bar
Medisoft offers a convenient way to simplify your practice’s daily tasks through the Custom Menu Bar feature. This tool allows you to add shortcuts for frequently used programs and websites directly into your Medisoft interface. Whether it’s accessing your clearinghouse website or opening Excel, you can now do it all without leaving Medisoft.
Step-by-Step Guide:
- Creating a Custom Menu:
- Navigate to the Tools menu and select Custom Menu Items.
- Add a custom menu label, such as “Favorites,” and save it.
- This new “Favorites” menu will appear at the top of your screen for
easy access.
- Adding Programs to Your Favorites Menu:
- Add frequently used programs like Connect Center or Excel.
- For example, to add Connect Center, simply browse for the executable
file (e.g., chrome.exe) and input the website URL. - Repeat this process for any program or website you want quick access to, saving
you time and effort navigating through multiple windows.
- Launch with One Click:
- After saving, your “Favorites” menu will contain the programs you’ve added. One
click will launch the selected program or website directly within
Medisoft. - You can open Excel or your Connect Center website with just a
click, streamlining your workflow.
- After saving, your “Favorites” menu will contain the programs you’ve added. One
- Adding Shortcuts to the Toolbar:
- For even quicker access, add the programs to your shortcut bar.
- Click on the down arrow, select Add or Remove Buttons, and drag
the program directly onto the shortcut bar.
By customizing your toolbar, you eliminate the need to open separate applications or websites. This not only saves time but also helps you maintain focus within Medisoft, enhancing your efficiency.
For a more detailed explanation of how to set up your custom menu bar and toolbar, check out our tutorial video. We walk you through the entire process, so you can get started customizing your Medisoft setup today!
Watch the video:
Stay Informed:
For more Medisoft tips and insights, keep an eye on our blog. Whether you’re looking to optimize your billing process or enhance your Medisoft experience, we’ve got you covered. Contact us today to learn more about how Medisoft can help streamline your practice management.
AZCOMP Technologies – the Number 1 CGM reseller for Medisoft since 2005.
We are the ultimate source for all things Medisoft. Whatever your question or problem or need with Medisoft, we can help you. AZCOMP can help with sales, training, coaching, installation, support, EHR, add-on tools such as the Medisoft preferred clearinghouse, or patient statements, patient payments, appointment reminders and more.
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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 866-932-9642 to talk to a Medisoft specialist and we’ll help you get the most out of Medisoft!
