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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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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How do I Edit Encounter Procedure?

The below steps can be carried out to edit encounter procedures. Click on Setup module from the menu and choose Procedures. In the Search Encounter Procedure screen that appears, type the Procedure you want to edit and click on the  button. The search result will be displayed in a list below. Click on the edit […]

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How to setup reminder for missed appointments?

There are two procedures to set up a reminder for missed appointments. Procedure I: Setting up a reminder Procedure II: Adding the required details for the reminder to be sent. Procedure I Click on Advanced Setup and choose Appt. Reminders to open Appointment Reminder Configuration. Appointment Notification/ Reminder window will open up where you can […]

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How to setup reminder for appointment cancellation?

There are two procedures to setup a reminder for appointment cancellation. Procedure I: Setting up a reminder Procedure II: Adding required details for the reminder to be sent. Procedure I Click on Advanced Setup and choose Appt. Reminders to open Appointment Reminder Configuration. Appointment Notification/ Reminder Setup window will open up where you can enter the required details. […]

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