Schedule An Appointment

To schedule an appointment, select the Scheduler module from the left side menu. The Scheduler screen opens in a new window as shown below. Click on the time slot for which the appointment need to created. This will open up the Schedule screen. Type in the name of the patient. You can either type in […]

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Personalize – Schedule Type And Duration

From the main menu select Advanced Setup and then click on All Lookups. To view the list of all Schedule Type, select SCHEDULED_TYPE from the list shown under Common Lookup Types on the left of the screen. To add a new Schedule Type, click on the  button. Enter a Value and Value Description. Enter a Code […]

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Personalize – Schedule Colors

Select the Scheduler  module from the main menu to open up the Appointment Scheduler. Click on the  icon to open the Legend pop up. Click on the  icon to open up the Configure Appointment Status screen as shown below. Click on corresponding to the appointment status for which the color needs to be changed. Click on Pick to change […]

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Print receipt for Copay, Deductible or Co-insurance

1. From the Scheduler, move the mouse over the name of a patient to view a short cut menu. Click on the Payment link to directly go to the Payment Entry Screen. 2. The Payment Entry screen appears as shown below. 3. To make a Payment Entry: (a) Choose the Acct Date (Accounting Date), Pmt […]

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Patient wants to know his/ her appointment date

To search for the appointment date for a patient, navigate to the Scheduler module from the left side menu. Click on the  button on the top right of the Scheduler screen and select Search Appointment from the menu. In the page that appears, type the Last Name or First Name of the patient. To search […]

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Create a schedule for a Machine or Equipment

To create a scheduler for a Machine or Equipment, simply define the Machine or Equipment as a new Provider. 1. Click on the Master Setup module and choose Provider, the Provider page will be displayed. 2. Click the button, the Provider Information page will be displayed. This page comprises of four tabs namely Personal, Specialty, […]

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Change The Appointment Time Delta

PracticeSuite.com gives you the flexibility to customize the Scheduler to suit your needs and requirements. Click on Scheduler module from the main menu to open the Appointment Scheduler screen. Click on  and choose Scheduler Options to display the following screen. The Legal Entity will be selected by default. This may be changed from the Appointment […]

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Appointment Scheduler Overview

The Appointment Scheduler window displays all the scheduled appointments. You can also add new appointments from this window. To view the Appointment Scheduler window, click the Scheduler module ,the Appointment Scheduler window will be displayed as shown below.   Using the Appointment Scheduler, you can view all the appointments for the selected Provider. You can also […]

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