Resource Scheduling / First Available

1. Open Scheduler and click on the First Available option. 2. The Resource Schedule: Search Availability screen opens and in here select the Appt. Type (Each Set of Resource is mapped to an Appointment type from Resource Schedule Setup page) and then choose the appointment date and hit Search. Image 1 3. All the available […]

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Collect Patient Payment from Scheduler

Patient payments can be collected from the scheduler screen. Links provided in the scheduler help in collecting a payment from a patient upfront either by cash, check, credit card, or through EFT Pay. Below are the steps to process patient payments from the scheduler. 1. Select Scheduler from the main menu. 2. Patient payments can […]

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Change the Default Schedule Status

The schedule status is a drop-down field in the Schedule screen, as highlighted in Image 1. Image 1 Practicesuite provides a way in which we can change the default schedule status in the scheduler.  The following are the steps to do the same. 1.  Select Scheduler from the main menu. 2.  When the scheduler screen […]

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Provider Off Time

Provider off time is the absence of a provider. It could be an absence for a while during a day or a holiday break, which can last for days. Such off-times could be saved in advance to block scheduling for the provider during those hours. Below are the steps to create an off-time. 1.  From […]

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Schedule Appointment for New Patient

Practicesuite handles the entire scheduling needs of the practice through a module called Scheduler. To schedule an appointment, follow the below-given steps. 1. Select Scheduler from the main menu. 2. The Scheduler screen opens up, as shown in Image 1. Image 1 3. To select a particular Legal entity/provider, click on the Search button on […]

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Generate Custom Letters From Scheduler

To generate a letter from the scheduler, first, the letter has to be saved in Letter Master under the group code PATIENT_ENCOUNTER_FORMS. All letters with this group code will be available in the scheduler for selection and can be generated as required. Follow the below-given steps to create a letter and generate it from the […]

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View Ledger from Scheduler

A ledger is a summary of all financial transactions related to the patient. To review a patient ledger from the scheduler, follow the below-given steps. 1. Select Scheduler module from the main menu. The Appointment Scheduler screen will open up, as shown in Image 1. Image 1 2. Click on the patient appointment whose ledger is […]

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Setup Alerts from Scheduler

Alerts can be set up from Patient Demographics and scheduler. The following steps explain how to set up alerts from the scheduler screen. 1. Choose the Scheduler module from the main menu. The Appointment Scheduler screen will be displayed, as shown in Image 1. Image 1 2. Click on the patient for whom scheduling alerts are […]

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Eligibility Verification from Scheduler

Eligibility Verification for a patient can be done from the Patient Demographics as well as Scheduler. Succeeding lines explain how to verify eligibility from the scheduler. Choose the Scheduler module from the main menu. The Appointment Scheduler screen will be displayed as in Image 1. Image 1 2. Click on the patient whose eligibility is to […]

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Setup Holidays

Holidays applicable to the practice can be saved in the system to block the scheduling of appointments for those days. See the below steps for setting up holidays. 1. From the main menu, select the Scheduler module. 2. Click on the  icon and select Setup Holiday option from the drop-down. See Image 1. Image 1 […]

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