Collect Patient Payment from Scheduler

Patient payments can be collected from the scheduler screen as well. 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 […]

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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. Succeeding lines detail how to set up the provider off […]

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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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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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Setup Lunch Time

Any breaks for the practice during working hours, including lunch breaks, could be set up to block scheduling of appointments in those hours. Succeeding steps explain the setting up of breaks. 1. From the main menu, select the Scheduler module. 2. Click on the  icon and select the Setup Holiday option from the drop-down. Refer […]

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Print Labels from Scheduler

Different kinds of Patient labels can be generated from the Scheduler screen. To generate the various patient labels from the Scheduler screen, follow the below steps. 1. From the main menu, select Scheduler. In the schedule screen, click on the scheduled appointment of the patient. A menu appears as in Image 1. Image 1 2. […]

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Schedule Appointments on a Holiday

By default, holidays are grayed out so that they are unavailable for scheduling. Practicesuite provides a way to allow scheduling on holidays. The below-given steps explain the method to accomplish this. 1. Select Scheduler from the main menu. The appointment scheduler screen opens up. 2. Click on Search provided on the right-most corner (highlighted in Image […]

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