Category: Patient & Patient Account

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 of 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 […]

All the documents and images of a patient are available in the Documents tab of the Patient Demographics page. The same reports are available in the Doc. Mngt tab of EHR module as well. Categorization of documents aids in easy search and retrieval. To access the documents of a patient, follow the below-given steps. How […]

It is essential to update notes of 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 All the above notes can be viewed from the Patient’s Demographics page. The notes are ordered inverse chronologically. Patient Notes […]

Patient Eligibility for particular insurance for a given period can be checked anytime at the Eligibility screen. 1. Invoke Patient Menu to enable patient search where a patient can be searched (refer to Image 1). Image 1 2. Select the Patient and click on the Eligibility button from the patient demographic page (highlighted in Image […]

Statement History contains a list of patient statements generated for the selected patient. A patient statement presents the details of the due amount, such as statement date, charges billed, the amount paid by insurance, the amount paid by the patient, adjusted amount, balance, generation date and time, etc. 1. Select Patient from the main menu […]