Patient Data Upload PracticeSuite now facilitates bulk patient record upload into the system from a CSV file or Excel file. Users can access the Patient module to upload patient data from a system-compatible file to the system. Requisite Import File Type: CSV file/Excel File Format: Structure and format should be compatible with PracticeSuite. To view […]
Category: Patient & Patient Account
Document Scanner
Scanner Software PracticeSuite has upgraded its scanner software to provide a cross-platform document-scanning application for its customers. This enterprise-level scanning software can handle thousands of pages with unmatched speed. Setup The new service requires merely a one-time setup during the first access. 1. Go to Patient Demographics->Documents->Document Scan and click on ‘Launch’. Image 1 2. […]
Patient Demographics
All about Demographics Patient Demographics is the patient master page where all the personal information about a patient and his or her insurance details are entered and edited. 1. To access Patient Demographics, select Patient from the main menu. A patient search screen opens up (see Image 1). Image 1 2. To search a patient […]
Insurance
Insurance Information: Beneath the demographic details of the patient, all insurances related to the patient are listed(see Image 1). A warning is displayed (highlighted in Image 3) beside the insurance listing in the patient demographics screen if the plan is no longer active in the insurance master setup. Multiple primary, secondary and tertiary insurances can […]
Case
What is a Case A Case is a mapping between a patient’s insurance and an encounter. A case is established for every patient and is necessary for every visit. A case identifies who the payer is for the patient’s visit. Each patient can have multiple cases, depending on the class, coverage type, or contract. Before […]
Case Switch
A case is an intermediary that relates Insurance and Date of Service (DOS). It is mandatory to switch the case when 1. There is a change in the existing insurance, or 2. It is required to submit a claim for a DOS to another insurance. Important: 1. You can switch cases even for paid encounters. […]
Merge Patients
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 […]
Locate Statement# for Bill Payment
Where to Look for Statement#? As bills can be formatted differently based on the type of bill or frequency, please review the formats below to locate the statement #. For the protection of your information, statement # is mandatory to view the balance or to pay the bill. Please refer to the highlighted portion to […]
C2. Generate Patient Statement
Description This report screen is used for statement generation. The report provides various filters to list patients with balances and generate their statements. The statements can be generated in different formats, including e-statements, generic PDFs, and CSV, with the option of direct submission to the clearinghouse. A C2 report can be used to generate installment […]
Patient Inbox
Description The Inbox tab of the Patient Demographics page facilitates interoffice communication regarding matters related to a patient. How to Access Patient Inbox Open the Patient Demographics page of a patient and click on the Inbox tab. The below-listed sections will open up when the screen is accessed from Patient module. 1. Inter Office Messages […]