How to Access Recalls & Alerts of a Patient 1. Invoke Patient Menu from the main menu to search for 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 […]
Category: Patient & Patient Account
Patient Account
The Patient Account Screen 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 steps below. 1. Choose Patient Account from the main menu. 2. Select the patient from the Patient field by entering the first three letters […]
Patient Account Type
How to Set the Patient Account Type Info 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 […]
Referral Source
How to Add a Referral for a Patient To add a referral source to a patient’s file, follow the steps below. 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 […]
Attorney
How to Add Attorney Information 1. Choose the patient record to which the 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, type the first three characters of the attorney name in the field highlighted […]
Employer
How to Add Employer Employer information of the patient can be added to the PracticeSuite. The following explains the steps in doing so. 1. Choose the patient record 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 […]
Other Attributes of a Patient
The Other Attributes Page 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. […]
Guarantor
Guarantor 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, […]
Document Manager
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 steps below. How to Access Documents 1. Invoke the Patient Menu from the Main Menu to […]
Notes
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 Key Features 1. Notes are accessed from the Notes menu on the left of Patient Demographics page. 2. […]