Add a Prefix to the MR Number

1. Click on the Setup Module and choose Practice, the Practice page will be displayed as shown below. 2. Click on Set Practice Options button to open the Practice Options page. Set the different options as mentioned below. Credit Card Accepted Set the credit cards accepted by your Practice, you have the option to select […]

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Customize Number, Currency, Date etc formats

  1. Click on the Setup Module and choose Practice, the Practice page will be displayed as shown below. 2. Click on Set Practice Options button to open the Practice Options page. Set the different options as mentioned below. Credit Card Accepted Set the credit cards accepted by your Practice, you have the option to […]

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How do I set up Practice Working Hours

1. Click on the Setup module and choose Practice, the Practice page will be displayed. 2. Set up the Practice Working Hours as mentioned below under Working Hours section. Week Days In this area set the practice working hours for regular week days. To set the Working Hours, set the Start Time and End Time […]

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How do I set Practice Options

1. Click on the Setup Module and choose Practice, the Practice page will be displayed as shown below. 2. Click on Set Practice Options button to open the Practice Options page. Set the different options as mentioned below. Credit Card Accepted Set the credit cards accepted by your Practice, you have the option to select […]

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How do I edit Practice details

A Practice with default data will be created by PracticeSuite.com for you. All the details of this Practice can be edited and changed to suit your requirements. 1. Click on the Setup module and choose Practice, the Practice page will be displayed. 2. Add/edit the required information, Practice Information Payable-To Information Same as Practice If […]

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To-Do List

1. Click on the icon on the top bar to select the TO-DO List. 2. Click the icon to add a new entry to the list. Enter the required fields: a. Type: The type of task to be added. b. Assigned To: The user to which task is assigned. c. Priority: Priority of the task. […]

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Setup Email and Text Messaging Appointment Reminders

Appointment Reminder Setup 1) Select the menu “Appt. Reminders” from Advanced Setup module. 2) Configure the details in the E-Mail & SMS tab under the Appointment Reminder Configuration page to send the E-Mail & SMS Alerts to patient. a) Auth Mail: Mail id from which the Alert is to be send. b) Auth Password: Password […]

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Important information regarding Legal Entity Setup

Legal Entity is an important setup screen, and you need to ensure you have the information correctly updated here to have your claims filed correctly. The following are the pertinent information regarding a Legal Entity : a. Legal Entity holds your Practice’s Physical and Pay to Address and also controls whether the billing is done […]

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How do I add a Service Location

1. From main menu navigate to Advanced Setup and then click on Service Location, the Service Locations page will be displayed. 2. On the Service Locations window, click on button to Add a new Service Location 3. Enter Service Location Name 4. The Code will be automatically generated once clicked on the code box. 5. […]

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How do I set Scheduler options

PracticeSuite.com gives you the flexibility to customize the Scheduler to suit your needs and requirements. 1. Click on Master Setup and choose Scheduler Options, a list of all the Legal Entities of the Practice will be displayed as shown below. 2. From the Legal Entities list that appears, click on the Edit button next to […]

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