Category: Patient & Patient Account

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 […]

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 […]

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 […]

Attorney information of the patient can be added to the Practicesuite system. The following explains the steps in doing so. 1.  Choose the Patient to which Attorney is to be added. 2.  Click on the Other Attributes (highlighted In Image 1) to update the Attorney information. Image 1 3.  When Other Attributes page opens up, […]

Employer information of the patient can be added to the Practicesuite system. The following explains the steps in doing so. 1.  Choose the Patient to which the employer Information is to be added. 2.  Click on the Other Attributes option (highlighted in Image 1). Image 1 3.  When Other Attributes page opens up (refer to […]

The ‘Other Attributes’ page of the patient Demographics contains miscellaneous information about a patient. 1. To access the ‘Other Attributes’ page, select the Patient module from the left side menu. Image 1 2. Search for the patient (as in Image 1) and click on the name to open up the Patient Demographics screen. Image 2 […]

The guarantor is the person who is responsible for the medical bill if all other payment options (e.g., Medicaid, personal health insurance, etc.) fall short of covering the full cost of treatment. Generally, the patient himself is the guarantor. If the patient is a minor, guarantor information entry is mandatory. To add guarantor information, follow […]

Document Manager All the documents and images of a patient are available in the Documents tab of the Patient Demographics page. Categorization of documents aids in easy search and retrieval. To access the documents/images of a patient, follow the below-given steps. How to Access Documents 1. Invoke Patient Menu from the Main Menu to search […]

Notes: It is essential to update the notes for a patient for billing and record use. There are mainly four kinds of notes. They are: a. Patient Notes b. Case Notes c. Encounter Notes d. Line Notes ** Patient note is inserted from the Demographics page. Case notes, encounter notes, and line notes are entered […]