How do I create a Legal Entity

When starting a new medical practice or reorganizing an existing practice, one of the first things you will need to do is choose a Legal Entity through which the practice will be conducted. More than one Legal Entity would be used in a multi-office scenario when you want to setup the second office as a […]

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How do I set up Practice Working Hours

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

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How Do I Set Practice Options

Click on the Setup module and choose Practice. The Practice page will be displayed as shown below. Click on Set Practice Options button to open the Practice Options page. Set the different options as mentioned below. Generate MR# Using  To generate the MR# (Medical Record Number) sequentially or using the SSN, click on the required option […]

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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. Click on the Setup module and choose Practice. The Practice page will be displayed. Add/ edit the required information. Practice Information Payable-To Information a) If the Payable to address […]

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How Do I Add A Service Location?

From the main menu, navigate to Advanced Setup and then click on Service Location. The Service Location screen will be displayed as shown below. On the Service Location screen, click on  button to add a new Service Location. Enter Service Location Name. The Code will be automatically generated once clicked on the code box. Enter the Address […]

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How Do I Block Lunch Time?

Click on the Setup module and choose Practice, the Practice page will be displayed. 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 options. Lunch […]

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Add Guarantor Information

Invoke Patient Menu to enable patient search where a patient can be searched. Select the Patient from the search result and go to the patient Demographics page. To add guarantor information, click on the Guarantor link and the Guarantor screen will appear as shown below. Mandatory fields have to be filled to save the guarantor. […]

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How do I edit or update the Custom Fee Schedule?

To edit or update the Custom Fee Schedule, click on Setup module from the menu and choose Custom Fee Schedule. In the  Fee Schedule page that appears, select the fee schedule to be edited and click on the  button. The Custom Fee Schedule screen will appear as shown below. Make the required changes for the Fee […]

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