Category: Patient & Patient Account

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Custom letters include Appointment Excuse Slip, Consent of treatment of Minor, Disability certificate, etc. To generate custom letters for the patient, follow the below-given steps. 1.  From the main menu, select Patient module. 2. On the Patient Search screen, enter the first three letters of the Last Name, First Name, MR#, or PCRef# in the […]

To add a Referral Source to a patient’s file, follow the below-given steps. 1. Click on Other Attributes from patient demographics screen (highlighted in Image 1). Image 1 2. The Other Attributes page opens up, as shown in Image 2. Image 2 3. Select the appropriate Referral Source from the Source field list and then […]