Add a New Payment Entry from Scheduler

Adding a new payment at the time of scheduling an appointment is now easier with the New Payment option in the Scheduler. This would 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 new payments from scheduler. 1. Select […]

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Provider Off Time

Provider off time is the absence of a provider in a practice. This 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 so as to block scheduling for the provider during those hours. Succeeding lines detail how to […]

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Schedule Appointment for New Patient

The entire scheduling needs of the practice is handled by Practicesuite through a module called Scheduler. Scheduler is available on the main menu. On clicking Scheduler, the Scheduler screen opens which is as shown below. To schedule for a particular Legal entity/provider, click on Search button on the right end (highlighted in the screen shot […]

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View Ledger from Scheduler

A ledger is a summary of all financial transactions related to the patient. In order 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 below. 2. Click on the patient appointment whose ledger is to be […]

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Setup Alerts from Scheduler

Alerts can be set up from Patient Demographics and scheduler. The following steps show the way to set up alerts from the scheduler screen. Choose the Scheduler module from the main menu. The Appointment Scheduler screen will be displayed as shown below. Click on the patient for whom scheduling alerts are to be set up and […]

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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 shown as displayed below. Click on the patient whose eligibility is to be checked and select […]

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Setup Holidays

Holidays applicable to the practice can be saved in the system so as 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. 3. List of […]

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Setup Lunch Time

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

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Collect Patient Payments And Print Receipt

Practicesuite permits payment entry from the scheduler screen as well. In order to make a payment entry from the scheduler screen, follow the below given steps. 1. Click on the Scheduler module from the main menu. 2. Click on the Patient whose payment is to be made and from the menu that appears, select the  icon. […]

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Print Labels from Scheduler

Different kinds of Patient labels can be generated from Scheduler screen. To generate the various patient labels from 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. 2. From the menu that appears, select L1(label 1) or L2 (Label […]

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