{"id":978,"date":"2025-05-13T22:24:06","date_gmt":"2025-05-13T22:24:06","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=978"},"modified":"2025-05-13T22:42:07","modified_gmt":"2025-05-13T22:42:07","slug":"how-to-setup-medisoft-mobile-v4-0-app-for-windows","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/how-to-setup-medisoft-mobile-v4-0-app-for-windows\/","title":{"rendered":"How to setup Medisoft Mobile v4.0 app for Windows"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The&nbsp;<strong>Medisoft Mobile v4.0 App for Windows<\/strong>, now available with&nbsp;<strong>Medisoft v29, <\/strong>gives providers the freedom to manage patient data on-the-go using a Windows laptop or tablet.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With the new app, users can:<br>&#x2705; Schedule appointments<br>&#x2705; Complete patient intake<br>&#x2705; Generate and submit superbills in real-time<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No more paper. No more delays. Just faster, more accurate billing<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#x1f449;&nbsp;<a href=\"https:\/\/apps.microsoft.com\/detail\/9N52SPKXW2PW?hl=en-us&amp;gl=US&amp;ocid=pdpshare\" title=\"\">Download the CGM Medisoft Windows App<\/a>&nbsp;from the&nbsp;<strong>Microsoft Windows App Store<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"688\" style=\"aspect-ratio: 1280 \/ 688;\" width=\"1280\" controls src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/CGM-Medisoft-Mobile-App-4.0-1.mp4\"><\/video><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">1. Upon starting the CGM Medisoft Mobile App, you will be prompted for an \u201cAPI Key\u201d and \u201cAPI Code\u201d (<em>these can be found within Medisoft 29<\/em>).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"613\" height=\"325\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-1.png\" alt=\"\" class=\"wp-image-985\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-1.png 613w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-1-300x159.png 300w\" sizes=\"auto, (max-width: 613px) 100vw, 613px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2.\u00a0 In Medisoft, go to \u201cTools\u201d, then \u201cServices\u201d, then \u201cMobile Interface Configuration\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"973\" height=\"489\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-2.png\" alt=\"\" class=\"wp-image-986\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-2.png 973w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-2-300x151.png 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-2-768x386.png 768w\" sizes=\"auto, (max-width: 973px) 100vw, 973px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">3.\u00a0 Enable the Mobile Interface if it is not already \u201cENABLED\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"520\" height=\"348\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-3.png\" alt=\"\" class=\"wp-image-987\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-3.png 520w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-3-300x201.png 300w\" sizes=\"auto, (max-width: 520px) 100vw, 520px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"520\" height=\"348\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-4.png\" alt=\"\" class=\"wp-image-988\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-4.png 520w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-4-300x201.png 300w\" sizes=\"auto, (max-width: 520px) 100vw, 520px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">4.&nbsp; Enter the \u201cAPI Key\u201d and \u201cAPI Code\u201d, found in your Medisoft database, into the CGM Medisoft Mobile app, then click \u201cSave\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5.\u00a0 Enter your Medisoft \u201cUsername\u201d and \u201cPassword\u201d, then click \u201cLogin\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"613\" height=\"566\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-5.png\" alt=\"\" class=\"wp-image-989\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-5.png 613w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-5-300x277.png 300w\" sizes=\"auto, (max-width: 613px) 100vw, 613px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>LAYOUT \/ NAVIGATION<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"973\" height=\"169\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-6.png\" alt=\"\" class=\"wp-image-990\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-6.png 973w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-6-300x52.png 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-6-768x133.png 768w\" sizes=\"auto, (max-width: 973px) 100vw, 973px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>A<\/td><td>Date Selection<\/td><td>&nbsp;<\/td><td>G<\/td><td>Week View<\/td><\/tr><tr><td>B<\/td><td>Resource Selection<\/td><td>&nbsp;<\/td><td>H<\/td><td>Patient Search<\/td><\/tr><tr><td>C<\/td><td>Patient Intake<\/td><td>&nbsp;<\/td><td>I<\/td><td>Refresh<\/td><\/tr><tr><td>D<\/td><td>Add Charges<\/td><td>&nbsp;<\/td><td>J<\/td><td>Edit Superbill<\/td><\/tr><tr><td>E<\/td><td>Schedule Appointment<\/td><td>&nbsp;<\/td><td>K<\/td><td>Logout<\/td><\/tr><tr><td>F<\/td><td>Dark Mode \/ Light Mode<\/td><td>&nbsp;<\/td><td>L<\/td><td>Font Sizing<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>APPOINTMENT SCHEDULING<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.\u00a0 Click the \u201cSchedule Appt\u201d button.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.&nbsp; Select a date and timeslot, then click the \u201cblue\/calendar\/+\u201d button.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3.&nbsp; Search for and select a patient, then click \u201cAdd Patient\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4.\u00a0 Make adjustments to appointment details\/settings, then click \u201cSave\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"973\" height=\"514\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-7.png\" alt=\"\" class=\"wp-image-991\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-7.png 973w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-7-300x158.png 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-7-768x406.png 768w\" sizes=\"auto, (max-width: 973px) 100vw, 973px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">5.\u00a0 Click \u201cBack\u201d to return to the main screen.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CHARGE ENTRY<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.&nbsp; Click the \u201cMagnifying Glass\u201d icon, then search for and select a patient.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.&nbsp; Click the \u201cAdd Charges\u201d icon.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3.&nbsp; Select procedure\/diagnosis codes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4.\u00a0 Click \u201cSubmit\u201d to continue.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"973\" height=\"263\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-8.png\" alt=\"\" class=\"wp-image-992\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-8.png 973w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-8-300x81.png 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-8-768x208.png 768w\" sizes=\"auto, (max-width: 973px) 100vw, 973px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">5.&nbsp; Click the \u201cProvider\u201d, \u201cDate of Service\u201d, \u201cFacility\u201d, and \u201cCase\u201d fields to assign values as needed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6.\u00a0 Adjust \u201cUnits\u201d and optionally add \u201cMod 1\/2\/3\/4\u201d and \u201cNotes\u201d as needed.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"973\" height=\"345\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-9.png\" alt=\"\" class=\"wp-image-993\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-9.png 973w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-9-300x106.png 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-9-768x272.png 768w\" sizes=\"auto, (max-width: 973px) 100vw, 973px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">7.\u00a0 Click \u201cSubmit\u201d to finish.<br><br><strong>PATIENT INTAKE<\/strong><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.&nbsp; Click the \u201cMagnifying Glass\u201d icon.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.&nbsp; Click the \u201cIntake\u201d button.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3.\u00a0 The Patient Intake questions can then be completed by the patient.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"973\" height=\"448\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-10.png\" alt=\"\" class=\"wp-image-994\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-10.png 973w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-10-300x138.png 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-10-768x354.png 768w\" sizes=\"auto, (max-width: 973px) 100vw, 973px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">4.\u00a0 When the patient completes the intake questions, a lock screen will appear, at which point the device should be returned to staff to finalize.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"369\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-11.png\" alt=\"\" class=\"wp-image-995\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-11.png 975w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-11-300x114.png 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-11-768x291.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>NEW FEATURE (SCROLLING APPOINTMENTS)<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can now scroll through the patient\u2019s appointments using new buttons. These buttons will be disabled if the patient has no previous or next appointment. Appointments will scroll backwards up to the previous two years from the current date and forward two years from the current date. This feature is available only for those with CGM MEDISOFT v29 or CGM MEDISOFT 2025 and newer.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"289\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-12.png\" alt=\"\" class=\"wp-image-996\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-12.png 975w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-12-300x89.png 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-12-768x228.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>NEW FEATURE (FONT SIZE ADJUSTMENT)<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click the \u201cA^\u201d (increase) or \u201cA\u2c7d\u201d (decrease) buttons to adjust font size.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"973\" height=\"188\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-13.png\" alt=\"\" class=\"wp-image-997\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-13.png 973w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-13-300x58.png 300w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2025\/05\/image-13-768x148.png 768w\" sizes=\"auto, (max-width: 973px) 100vw, 973px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The&nbsp;Medisoft Mobile v4.0 App for Windows, now available with&nbsp;Medisoft v29, gives providers the freedom to manage patient data on-the-go using a Windows laptop or tablet. With the new app, users can:&#x2705; Schedule appointments&#x2705; Complete patient intake&#x2705; Generate and submit superbills in real-time No more paper. No more delays. Just faster, more accurate billing &#x1f449;&nbsp;Download the &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/how-to-setup-medisoft-mobile-v4-0-app-for-windows\/\"> <span class=\"screen-reader-text\">How to setup Medisoft Mobile v4.0 app for Windows<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":979,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[9],"tags":[],"class_list":["post-978","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-medisoft-training"],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/978","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/comments?post=978"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/978\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/979"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=978"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=978"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}