Category: FAQs – Patient & Patient Account

A Case is used to differentiate between the charges if the client has multiple insurance, or self pay and case drives a coverage on claim.

If the relationship under insurance screen is Child: Add the Guarantor, the Insurance ad add the case manually. If the relationship under insurance screen is anything except Child: Add the Guarantor and the Insurance. The case will be automatically created.

Go to Payments section from the main menu and choose Mass Posting. Search for postings using any of the options and select one from the results. Enter the required details and click on the Post button.

In order to flag patients to stop statements for them, go to Patient from the main menu, search for the patient and select them. From the Demographics page click on Other Attributes option. Check the box labelled Do Not Send Statements and click on Save.

In the Scheduler, click on the name of a patient to view a shortcut menu. This shortcut menu gives you the following options. Edit : Click on the icon to edit the patient information Follow Up : Click on the  icon to follow up on the patient and create Recurring Appointments. Eligibility Verification : Click on […]

TECHNICAL REQUIREMENTS:- HARDWARE JRE version 6 or above & Twain standard supporting scanner is recommended SOFTWARE Windows XP/ VISTA/ 7/ 8/ 8.1 are recommended SUPPORT Our Support team can assist you with your questions. Please contact Technical Support: (510) 284-2424 or  email: support@practicesuite.com   To begin with, navigate towards Main Menu & Select Patient to […]

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 […]

  To add a new patient, select Patient module from the left side menu to open the Patient Search page Click on the   button to open Patient Demographics page. Enter all the relevant information in the required fields like below: All the fields marked with an asterisk (star) * are required fields. Patient Details Enter the Last Name, […]

Patient Merge is used to merge the records of two patients into a single Patient Record. Choose the Patient module from the left side menu to open up the Patient Screen. Click on the    icon on the top right side of the Patient screen. This will open up the Patient Merge screen with the Primary Patient Record on […]

Identify patient to be edited and Invoke Patient Menu from the Billing Menu to search the patient. Patient search can be done using Patient Last Name, First Name, Patient Insurance, SSN, Home Phone, MR# or DOB (Date of Birth). Select the appropriate Patient from the search result and go to the patient’s demographics. Click on any box […]