• Home
  • Academy
    • Training Videos
    • Webinars
  • Release Docs
  • FAQs
  • Contact
PracticeSuite – Help
  • Home
  • Academy
    • Training Videos
    • Webinars
  • Release Docs
  • FAQs
  • Contact

Category: Patient & Patient Account

/Patient & Patient Account /

Installment Plan

PracticeSuite  provides installment facility for patients/guarantors. The installment details screen can be accessed from the Patient Demographics screen; see the highlighted portion in Image 1. It can also be accessed from the Patient tab in the Edit Charges screen. Image 1 On clicking the Installment Plan Link, the installment screen as in Image 2 opens […]

Read More →

Patient Inbox

The Inbox tab of the Patient Demographics page facilitates interoffice communication regarding matters related to a patient. Inbox also promotes sending messages to the patient through the patient portal. The following are the steps in accessing the Inbox. 1. Login to Practicesuite using login credentials provided. 2. From the main menu, select Patient. Patient Search […]

Read More →

Generate Patient Labels

PracticeSuite facilitates the generation of Demographic labels and Avery 5160 Lab (Adhesive type) labels. In order to create the labels, follow the below-given steps. 1. Select Patient from the main menu. The Patient Search screen opens up. Search for a patient by typing in either patient’s Last Name, First name, MR#, or the PCRef#. 2. […]

Read More →

Demographic Sheet Report

Demographic Sheet Report displays the demographic information of a patient in a printable form in order to get the signed consent of the patient regarding treatment costs. In order to go to a patient’s demographics report, follow the below-given steps. 1. Select Patient from the main menu. The Patient Search screen opens up. Search for […]

Read More →

Patient Demographics

Patient Demographics is the patient master page where all the personal information about a patient and his/her insurance details are entered. 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 for an existing patient, use any of the search criteria […]

Read More →

View Case Payer & Case Type

To view case details such as Case Payer(s) and Case Type, go to the patient demographic screen and click on the button (highlighted in Image 1). Image 1 The Case screen opens in a new window. Once we select the appropriate case from the list, the Case Type and the Case Payer(s) will be displayed […]

Read More →

Recalls and Alerts

To create Recalls & alerts for a patient, follow the below-given steps. 1. Invoke Patient Menu from the main 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). See Image 1. Image 1 2. Select the appropriate […]

Read More →

Patient Account

A patient account is a consolidated view of the charges billed and the claims generated for the patient to date. To access the patient account, follow the below-given steps. 1. Choose Patient Account from the main menu. 2. Select the patient from the Patient field by entering the first three letters of the Last Name […]

Read More →

C2. Generate Patient Statement

Description Statements can be generated for patients who have a patient responsible balance which is either a BILL_TO_PT or BILL_TO_GR. PracticeSuite provides a variety of options for statement generation such as E-statement, PDF, CSV, private statement, or else statements can be sent to clearinghouse. This report can also be used to generate Installment letters for […]

Read More →

Patient Account Type

Patient account type can be set up from the Patient Demographics page. The following lines explain how to set up the account type for a patient. 1. Select Patient from the main menu; the patient Search screen opens up. 2. Enter appropriate search parameters, and from the listed patients, click on the required patient. The […]

Read More →
123
Older Entries →
Copyright © 2021 PracticeSuite Inc. All Rights Reserved.
Support