Category: Patient & Patient Account

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

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). Select the appropriate Patient from the search result and go to the patient’s demographics. Click on Recall/Alerts button from the patient demographics page […]

Choose Patient Account from the left main menu. Select the patient from Patient box by entering the first 3 letters of the Last Name or the MR#. Enter the Case# to view the encounters and details under the selected case. Enter DOS Date Range to view the encounters in the selected date range. Patient Information […]

Go to the Patient module from the main menu. From the Patient Search screen, search for the patient using any of the given parameters. Click on the  icon and select Generate Letter(s) option from the menu. The Patient Letter List opens in a new window. From the letter list, select PRE_COLLECTION_LETTER and click on Print Letter. The letter opens […]

From the main menu click on the Patient module. On the Patient Search screen, enter the first three letters of the Last Name/ First Name in the box provided. A list of patients fulfilling the search criteria will be displayed. Click on the  icon corresponding to the patient whose letter is to be generated. Select Generate […]

To add a Referral Source to a patient’s file, click on Other Attributes from patient demographics screen Other Attributes page opens up as shown below. Select the appropriate Referral Source from the Source field list and then click on Save.  

Attorney information of the patient can be added to the Practicesuite system. The following explains the steps in doing so. 1.  Choose the existing Patient to which Attorney is to be added. 2.  Click on the Other Attributes option to update the Attorney information. 3.  When Other Attributes page is opened up, attorney details can […]

Employer information of the patient can be added to the Practicesuite system. The following explains the steps in doing so. 1.  Choose the existing Patient to which an employer is to be added. 2.  Click on the Other Attributes option to update the Employer information. 3.  When Other Attributes page is opened up, employer details […]

In order to save an insurance card in Practicesuite system, scan both the front and back sides of the insurance card and save them on to the computer and then follow the below instructions. Invoke Patient Menu to enable patient search where a patient can be searched. Select the Patient and on the Patient demographic […]