Category: Patient & Patient Account

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 edit a patient record, use any of the search […]

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. A case is automatically created when primary insurance is added to the patient’s profile. However, there are occasions where a […]

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. The following steps explain the process of case switch. 1. […]

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 […]

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 […]

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 […]

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 […]