Set notifications on Authorization status updates

Any updates on the authorization status can be made notifiable in Practicesuite. 1. Open  Notifications page under Advanced Setup menu. 2. Go to the Authorization tab. Image 1 3. Select the Enable (refer to Image 1) checkbox to activate authorization notification. 4. From the Authorization Reminder Setup 1 section, select the authorization status. The system […]

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Link Authorization to Charge

The below steps show how to link authorization to a charge line through the Enter Charges screen in the system. Performing this action will prompt the system to adjust the calculation of Visits Used and Visits Remaining.  E.g., for the patient Test,Test in the Authorization # 333333, suppose the current value of Visits Used is 4 and Visits […]

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Authorization Desk

Pre-authorization or precertification refers to the process by which a patient is pre-approved for coverage of a specific medical procedure or prescription drug. Health insurance companies may require that patients meet specific criteria before they extend coverage for some surgeries or certain medications. To pre-approve such a drug or service, the insurance company will generally […]

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Add authorized CPT & ICD to an authorization

The key to a solid pre-authorization is to provide the correct CPT code. Here are the steps to add CPT and ICD codes for an authorization. 1. Select Patient from the main menu. 2. Search for the patient to insert the CPT and ICD codes. 3. Click on the patient name to open the Patient […]

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Assign Authorization to a specific user

Authorization can be assigned to a specific user who would bear the responsibility of handling all the information and updates regarding the authorization. 1. Select Patient from the main menu. 2. Search for the patient whose authorization is to be assigned. 3. Click on the patient name to open the Patient demographics page. 4. Click […]

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Add an activity note for a patient from Authorization page

The activity note allows you to document additional information of a patient record and authorization. PracticeSuite gives you the flexibility to add these notes from the Authorization Information page. 1. Select Patient from the main menu. 2. Search for the patient. 3. Click on the patient name to open the Patient demographics page. 4. Click […]

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Auto Create a Payment for an Authorization using Authorized Amount

Practicesuite provides you the flexibility to generate payments automatically for an authorized amount. To create Payments automatically, select the Auto-Create Payment checkbox in the Authorization Information page. 1. Select Patient from the main menu. 2. Search for the patient to edit the activity notes. 3. Click on the patient name to open the Patient Demographics […]

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Set alert for an Authorization

Practicesuite permits you to set up alerts for a patient when the number of visits remaining falls below a particular value. The following specifies the steps to accomplish this. 1. Select Patient from the main menu. 2. Search for the patient whose authorization is to be edited. 3. Click on the patient name to open […]

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Deactivate an Authorization

Invalid or expired authorizations can be deactivated in PracticeSuite by editing the Effective End date field of the authorization. The following are the steps to do the same. 1. Select Patient from the main menu. 2. Search for the patient whose authorization has to be edited. 3. Click on the patient name to open the […]

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Create Self Pay authorization

Self Pay is the payment made by the patient for healthcare at the time they receive it at a provider’s facility. Shown below are the steps to create a self-pay authorization. 1. Select Patient from the main menu. 2. Search for the patient to add Authorization. 3. Click on the patient name to open the […]

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