Category: Patient & Patient Account

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 […]

Ledger in Practicesuite is the Financial summary of a patient. In other words, it is the window where you can view the summary of all financial transactions related to the patient. It gives a snapshot of the details of the individual Claims like DOS, diagnoses, units, charges billed, Amount Paid by Patient, Paid by insurance, […]

A case is an intermediary that relates Insurance and Date of Service (DOS). It is mandatory to switch the case when 1. there is a change in the existing insurance, or 2. it is required to submit a claim for a DOS to another insurance. The following steps explain the process of case switch. 1. […]

To edit the Case information of an existing patient, select Patient from the main menu. 1. Search for the patient whose case is to be edited by entering the Last Name, First Name, Home Phone, MR# or DOB (See Image 1). Image 1 2. Select the name of the patient from the list to open […]

A Case is a mapping between a patient’s insurance and an encounter. A case is automatically created when primary insurance is added to the patient’s profile. However, there are occasions where a case needs to be manually created. The following are the steps for creating a case manually. Before adding a case, Patient Information and […]

PracticeSuite’s patient portal provides a number of functionalities beneficial for the patients. Some of them are a. Schedule appointment: Patients can request an appointment online for a provider/practice giving preferred date and time. Rescheduling and canceling of appointments can be done as well. b. The patient portal provides the option to view all statements for […]