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 […]
Category: 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 […]
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 […]
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. […]
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 […]
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 […]
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-statements, PDF, CSV, private statement, and statements can even be sent to clearinghouse. C2 report displays statements generated for the patients. It can also […]
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 […]
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 […]
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 […]