Resource Scheduling / First Available

1. Open Scheduler and click on the First Available option. 2. The Resource Schedule: Search Availability screen opens and in here select the Appt. Type (Each Set of Resource is mapped to an Appointment type from Resource Schedule Setup page) and then choose the appointment date and hit Search. Image 1 3. All the available […]

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Billing Options

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 […]

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Setup Claims Receiver (Clearing House)

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. […]

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Month End Reconciliation Report

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 […]

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Month End Close & Reopen

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. […]

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ICD codes

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, […]

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Setup Appointment Reminders

Practicesuite permits you to send appointment reminders through email and text message. Appointment Reminder Setup at the Practice level 1. Select  Advanced Setup from the menu and click on Notifications. The email tab opens up, as in Image 1. Image 1 2. Provide details regarding the notification according to Table 1. Field Description From (email) […]

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Setup Custom Letters

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 […]

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Case Type

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 […]

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Configure Modifiers

To view modifiers, double click on the Modifier field of Enter Charges. To add a modifier to the list, select  Claims Lookup under the Advanced Setup menu. On the Search Claim Lookups screen, click on the  button to add a new Claim Lookups. A new claim lookup window opens up for configuring Modifiers. Enter the Type by […]

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