Enter Payment

1. To make a payment entry for the selected patient, click on the Enter Payment button, the Payment Entry screen will be displayed as shown below. The current Legal Entity and Provider will already be selected by default; but it can be changed if required by clicking in the respective boxes and choosing the appropriate […]

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Recall

1. To add a patient recall, select the patient from the Patient Search page and click on the Recalls button, the Recalls dialog box will be displayed as shown below. 2. Enter the details as mentioned below. Initiate Date Click on the date icon and choose the date of initiation of this Recall. Due Date […]

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Ledger

To view the Detailed Aging Report for the selected patient, click on the Ledger button. The Ledger gives a snapshot of the details of the Last Claim and also the Total Amounts i.e. Billed, Paid by Patient, Paid by insurance, Adjustment, Refund etc. A detailed view of the patient aging is also provided.  

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Schedule History

1. To view the schedule history for any patient, select the patient from the Patient Search page. 2. Click on the Schedule History button to view a history of the Visit schedule for the patient. The Schedule History gives details like the Provider, Date, Start Time, End Time, Status and the Reas 3. Click on […]

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How to do Case Switch?

1. To do the case switch edit the Case information of an existing patient, open the Search Patient page and search for the patient whose case is to be edited by entering the Last Name, First Name, Home Phone, MR# or DOB. For example to search for a patient named Smith Kimberly, type Smith in […]

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Editing an existing case:

1. To edit the Case information of an existing patient, open the Search Patient page and search for the patient whose case is to be edited by entering the Last Name, First Name, Home Phone, MR# or DOB. For example to search for a patient named Smith Kimberly, type Smith in Last Name box to […]

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Creating/adding a case for patient:

Before adding a case, Patient Information and Insurance information must be completed. 1. Click the Case button, the ¬†Case window opens as shown below. The details of the case like Name, Type, Status, Start Date etc are automatically filled in except when the patient has multiple Primary/Secondary/Tertiary insurances. The Name of the case is given […]

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What is a Case?

In PracticeSuite, a case is established on every patient and is necessary for every visit. A case identifies who the payer is for the patient’s visit. This enables the system to maintain a single patient record even when a patient has a situation that would require billing to more than one entity. Scenario: Patient Andy […]

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How to add Authorization?

Before adding Authorization, Patient Information and Insurance information must be completed. 1. Click the Authorization button, the ¬†Authorization window opens as shown below 2. Click on the Add button on top of this screen to add a new Authorization. 3. Select the type of Authorization by selecting Payer either as Insurance or Self 4. To […]

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How to Add Patients?

To add a new patient, click on the Patients module , the Patient Search page will be displayed as shown below. Click on the button to open Patient Information page Enter the relevant information’s in the required fields like below: All the fields marked with asterisk (star) * are required fields Patient Address a) Enter […]

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