Category: Advanced Setup

Significance 1. Service Location Master screen can be used to add new service locations and edit existing service location info. 2. Go to Advanced Set up and click on Service location to access the Service Location Master screen. 3. Click on button to add new service location; click on any service location on the left […]

The setup and configuration for the General ledger Accounts is done through the GL Master In the Advanced Setup. GL Master 1. To add new General Ledger Account, Click on the icon  on the top right hand side of the GL Master page; see Image 1. Image 1 2. Enter the details for the new […]

A Practice needs to configure different billing parameters such as claim number generation, rules for grouping claims and claim batches, setting up of clearinghouse information, etc. for efficient billing and accountability. Billing Options under the Advanced Setup menu helps such configurations.  Find Billing Options under the Advanced Setup menu and click on it. The Billing […]

Clearing House Information is to be provided on the Billing Options page. 1. To set up claims receiver, navigate to Advanced Setup and then click on Billing Options. 2. On the Billing Options screen, click on Configure in the Batch Grouping Rule section (highlighted in Image 1) which will open the EDI Sender Receiver Config. […]

Reconciliation is used to ensure that the money leaving an account matches the actual money spent. To run the reconciliation report, follow the below-given steps. 1. Choose the Advanced Setup module from the main menu and select Open- Close Period. 2. Click on the Reconciliation Report link (highlighted in Image 1) and run the report […]

Practicesuite uses an accounting (transaction) date concept for financial reconciliation. All transactions in the system are captured along with an accounting date and this field is generally editable, unless, if the entered accounting date falls in a closed month period. Closing a month, hence, prevents the editing of transactions that fall in the closed period. […]

ICD codes are found in the ICD lookup repository. However, they can also be searched on the Favorite Diag. Codes screen. 1. Select Advanced Setup from the main menu and select Favorite Diag. Codes screen. Image 1 2. From the ICD TYPE drop-down select ICD9 or ICD10 as appropriate. 3. To search by ICD codes, […]

PracticeSuite permits you to send appointment reminders through email and text message. Email Appointment Reminder Setup at the Practice level Each PracticeSuite account can send email reminders using any of the 2 methods below Using PracticeSuite’s default email credentials Using Account’s custom email credentials. To Setup with PracticeSuite’s default email credentials Go to Advanced Setup and choose Notifications and […]

Letters are setup from the Letter Master, which contains many customizable letter templates. You can add new letters or edit and customize existing ones to suit your needs. Follow the below-given steps to setup letters. 1. Select the Advanced Setup from the main menu. Click on the Letter Master to open the Custom Letter Templates […]

To add a new case type, follow the below-given steps. 1. From the main menu, select Advanced Setup and then click on All Lookups. 2. On the Billing Lookups tab, click on CASE_TYPE from the Claim Lookup Types on the left and click button (highlighted in Image 1) to add a new Case Type. Image […]