Category: Setup & Advanced Setup

Work Queue Assignments A user-driven tasking feature is introduced for the revenue cycle management system. The configuration allows the creation of similar functional user groups (known as “teams”) and the setting up of predefined workflow assignments that would essentially drive the provisioning and allocation of a user’s daily tasks and user worklists. The benefits of […]

Significance 1. The referring provider details are important in billing and hence it is important to maintain an inventory of referring providers. 2. Ref. Provider Master Screen is where you can add new referring providers and edit exiting referring provider info. 3. Select Advanced Setup from the main menu and click on Ref. Provider to […]

ePayments in PracticeSuite In PracticeSuite, ePayments are handled by Payment Data Systems. Follow the below-given steps to enroll yourself in Payment Data Systems through an in-app banner ad. How to Enroll 1. A banner will be displayed at the bottom of the home page, as shown in Image 1. The banner is visible as long […]

PracticeSuite takes into consideration that each practice has its own way of Customer Relationship Management, MR number generation, date and number formatting. Also, time zones, financial year, payment set up (especially in case of credit cards), etc. can be different in different practices. Hence, PracticeSuite permits the configuration of a variety of options independently for […]

Physicians need to verify each patient’s eligibility and benefits to ensure they will receive payment for services rendered. The main objective of eligibility verification is to prevent denials and avoid delays in payment, save time on the back end, and also enhance patient satisfaction. The following are the steps in the configuration of eligibility verification. […]

CRM stands for Customer Relationship Management. Users of the software need help/support and require assistance in using the system. For this purpose, CRM can be configured individually for each practice. The following explains the steps in the CRM configuration. 1. Select Setup from the main menu and then choose Practice. Select the required Practice from […]

This section is for information purposes only. The setup would be completed by PracticeSuite Implementation team. The third-party software provides PracticeSuite with the API key and ID for setup in PracticeSuite. Payment gateway tab in the Practice options page is used for configuring the payment gateway of a particular practice. The payment gateway is used […]

This is used for configuring the document management functionalities of a particular practice. This mainly includes total storage limit, individual file size limit, authentication code for server access, etc. The following are the steps in the configuration of document management. 1. Select Setup from the main menu and then choose Practice. Select the required Practice […]

1. Go to Advanced Setup -> Billing Options. 2. Click on Configure beside the EMC Receiver in the Batch Grouping Rule section which will open the Claims Receiver List window. 3. Click on the button of the clearinghouse which you want to edit. This will bring up the EDI Sender Receiver Configuration window. 4. Do […]