All about Demographics Patient Demographics is the patient master page where all the personal information about a patient and his/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 record, use […]
Category: Patient & Patient Account
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is displayed (highlighted in Image 3) beside the insurance listing in the patient demographics screen if the plan is no longer active in the insurance master setup.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
A Case is a mapping between a patient’s insurance and an encounter. 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. Each patient can have multiple cases depending on the class, coverage type or contract. A case is automatically created […]
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 for generating their statements. The statements can be generated in different formats including e-statements, generic PDF, CSV, and with the option for direct submission to the clearinghouse. C2 report can be used to generate Installment […]
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 […]
Recalls and Alerts
How to Access Recalls & Alerts of a Patient 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 Patient from the […]
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 […]