Category: Advanced Setup

All about Service Location Master 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. Mandatory Fields are: Name, […]

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. […]

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 the entered accounting date falls within a closed-month period. Closing a month, hence, prevents the editing of transactions that fall in the closed period. This action […]

This screen is available under Advanced Setup-> Favorite Diag. Codes. This screen is used to save a sub set of ICD codes which are frequently used by the practice more than any other code. Saving a sub set of codes specific to the practice makes searching and charting easier. The complete list of ICD codes […]

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

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. * Letters can be grouped according to their purpose like Collections, appointment reminders, etc.; use appropriate group codes while creating the letters to categorize […]

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 […]

Add Modifier 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. Image 1 A new claim lookup window opens up for configuring Modifiers. Image 2 Enter the Type by selecting and choosing MODIFIER from […]