Getting Started with PracticeSuite
Welcome to PracticeSuite
System requirements
Start Using PracticeSuite
What do I do first
How to disable popup blocker?
How to get instant help
How do I edit NPI# and DEA License #?
Search Patients
How to add Patients
How to Merge patient?
How to edit Patient Information
How to add patient image/photo
How to add Insurance?
How to add Authorization
What is a Case?
Creating/adding a case for patient:
Editing an existing case:
How to do Case Switch?
Schedule History
Ledger
Recall
Enter Payment
Statement History
Generate Statement
Eligibility
Add Notes for a Patient
Load a document/ image related to a patient
How to scan an insurance card?
How to scan an insurance card?
How do I add Guarantor information
How do I add other information
Attach patient insurance card
Scheduler
Scheduler Classsic View
Setup email and text messaging appointment reminders
How to setup appointment reminder for a combination of Appointment Status and Type?
How to setup appointment reminder for appointment cancellation?
How to setup appointment reminder for missed appointments?
Appointment Scheduler Overview
Can I check Patient Eligibility Online
Check Patient Ledger from Scheduler
Can I change Legends in the Scheduler
How do I check Patient Scheduler History
How do I cancel an Appointment
How do I Wait list an Appointment
How do I create a Follow up Appointment
How do I create a Recurring Appointment
Creating a Case from the Scheduler
Change the Appointment Time delta
How do I block Lunch Time
Create a schedule for a Machine or Equipment
Send letters to Missed/Canceled Appointments
Patient called and wants to know his/her Appointment date
How do I search for an Appointment
Print receipt for Copay, Deductible or Co-insurance
Personalize - Schedule Colors
Personalize - Schedule Type and Duration
Schedule an Appointment
Check Patient In
Double Book Appointment
Hide Provider from Scheduler
Search for an Appointment
Mark Missed Appointments
Mark Cancelled Appointment and take it off the scheduler
Mark Cancelled Appointment and leave it in the Scheduler
Display holidays and unavailable days on the scheduler
Change Provider Display Sequence
Appointment Schedule Report
Print Missed and Cancelled Appointment Report
Generate Labels
Print Demographics Sheet
Print Superbill
Attach patient insurance card
Inter-office Messaging
Collect Copay and Print Receipt
Collect Patient Payments and Print Receipt
Review Insurance Balance, Patient Balance & On Acct
Block Lunch Time
Block a Provider for Recurring Times
Block Recurring Times
Block Holidays
Generate Custom letters from Patient Search Screen
Recall Report
Eligibility Verification
Setup Scheduling Alerts
Review Patient Ledger
Setup custom letters
Generate Custom letters from Scheduler
Patient Registration
Patient Account Type
Generate Patient Statement
Block Provider Off-Time
Schedule an Appointment for a new patient
Schedule an Appointment for an existing patient
EMR
How to get into the Electronic Medical Records
How to look for Appointment
How do I start Charting
Charting
How to fill out Chief Complaint?
How do I record vitals during the visits?
How do I work on a Follow-up visit?
Leave a chart as incomplete; come back to later and finish it
I want to VOID a chart that I was working on?
How do I make final changes to the narratives after I have completed my chart?
How do I setup fax sending options
How do I fax the narration to a Referring Provider after completing my chart?
How do I fax a chart from previous visit to a Referring Provider?
How do I print orders to file to paper chart?
How do I make use of my Canned Sheet?
Charting functions
How do I review the Past Visit?
How do I reprint/re-fax/re-email an order from a previous visit?
How do I review the patients Past history (Face Sheet)?
Patient reports a change in his past medical history, how do I update his medical record?
How do I Update or add Additional Information to a completed chart?
How do I review patient’s previous diagnosis?
How do I load a document/ image to the medical record of a patient?
How do I create a report of the medical record to give to the patient?
Patient Alerts
Clinical Reminders
Data Entry
Dictation
Using pen and touch screen
Prescription
Prescription
How do I write a prescription during Charting
Sending Rx requests to Pharmacies
Interactions
Leave for the Staff to finish the Order
Letters
How to setup a Letter
Adding a letter to a Consultation Sheet
Generating a letter from the Chart
Lab
How do I write a Lab request?
How do I write a Radiology Request
Lab Orders
Customizations
How do I create a Canned Sheet?
How do I edit a Canned Sheet?
How to add a Consultation sheet?
How do I add Level-1 (components) in Charting?
How do I change the name of a component?
How do I remove a Level-1 (component)?
How to quickly add a Level-2
How do I add a Level-2 (component Item)
How do I change the name of a Level-2 (component Item)
How do I remove a Level-2 (Component Item)?
How do I add Level-2 Down / Level-2 Right options?
How do I remove a Level-2 Down / Right Option/Value?
Terminology
Consultation Sheet
Canned Sheet
Pending Charts
Continuity of Care Record (CCR)
Addendum to a Chart
Copy from Paper Chart
View the Patient's Clinical Note
Billing
EDI Claim Submission
EDI setup
Setting up the NPI (National Provider Identifier)
Setting up Provider ID
Claim Submission and EDI Generation
Print Claims
Charge Master
Charge Master
How to Add an Encounter
Encounter Lines
How do I view details of an Encounter
Case Sheet Details
Case and Encounter
How to Search for a Case
Charge Entry
Charge Entry
Payment
Payment Entry
Search and Edit Payment Entry
How to make a Payment Entry form the Payment Posting screen
Payment Posting
Batch claims
Claims Validation
How to print a claim while entering Charge
Posting Patient Payments
Posting Insurance Payments
Add or Edit a Case
Search for a Diagnosis Code by description
Copy Last claim information
View or List the Unapplied Payments for the patient
SuperBill Activity Report
Print- HCFA/CMS Form
Selectively batch claims for a specific DOS
Download the claim batch file to my computer
View any previously submitted electronic claim batches
Remove an un-submitted electronic batch
Remove a Paper claim from the un-submitted list
View my New Paper claims
View the prior Dowloaded or Transmitted Electronic Batches
Why Am I - seeing multiple options- CMS & HCFA for paper claim printing? What's the difference?
Why am I - seeing lot more claims batched, whereas, I had mass rebilled & generated a lesser number?
How do I – Print Claim Status Report with Batch Upload/Download Status
How do I – Print Line level report to view a list of submitted claims for a date or date range.
Process Refund
Reverse a Payment
Mass Patient Payments Posting
Pre-Collection Letters
Collection Agency Data File
Month End Close
Month End Reconciliation Report
Billing Dashboard
Authorization and Visits Tracking
Keep being asked to choose a Provider inspite of selecting 'Same' on the Referring
Not see the Auth on the list to choose on a charge, even if it has been added to the patient.
Re-print a single electronic claim or multiple claims to paper
Rebill & Batch multiple claims together, without having to do them separately
List claims by Insurance Level (Primay, Secondary or Tertiary) on the Print/Rebill screen
Convert a Machine Readable 997/277 Report to a User Friendly format
Claims Log Report - Daily or Date range of Batched claims
Patient Account
HOLD Batches
Mass Write Off
Recalls and Alerts
Installment Billing Setup and Patient Bill
How do I Post the charge to the new insurance
How do I Add a Charge without an Appointment
Preview the Case Payer(s) & Case Type
Add a Copay and apply it immediately after charge posting.
How do I Put a posted charge on hold
How do I Change the transaction date on a charge
Enter charge with a different Service Location/Facility
Create a macro for set of CPT codes and populate charges using macro
Add a new patient from Charge entry
Override the insurance claim line to bill it to patient or to write it off
Enter a Procedure Level Note or Anesthesia Time
Add a Comment for the Charge
Where do I Enter Box 10d and/or Box 19
Put an un-posted charge on Hold (and add comment) from charge entry
See Different Colors on the Appointment Lists and why do they change
How Do I Run charges on hold reports
Auto upload claim batch(es) to a partner clearing house
How Do I Change the EDI version to 5010 or the EDI Sender or Receiver Information?
How Do I Read a Claim Log Report?
How Do I Correct claims and rebill claims
Select the Billing Method to switch the submission method between Electronic or Paper
Add/Edit the Claims Receiver (Clearing House) Information
Change the Claims Receiver for a Payer(s) (to create separate electronic batches or submission methods)
View what claims are/were in the claims batch
View current line status and any previous claim or line activity on the Print/Rebill screen
Submitting Insurance Batches
Re-Bill Claims
Review Batch Log
Printing batches of claims
How do I – bill the claim for the Supervis. Provider when the Provider’s Asst. has rendered the service.
How Do I Batch and Submit claims
VOID Batches
How do I – Track the claims submitted to Emdeon clearing house.
To generate Patient statement
Understanding the Billing Workflow
Report Central
Scheduler
Appointment Schedule Report
Appointment Worksheet Report
Appointment Status Report
Missed/Canceled Appointments Report
Patient Examination Summary
Eligible Visits Bill Report
Appointment End of day Reconciliation Sheet
Superbill
Super Bill Report
Super Bill Tally Report
Super Bill Activity Report
Pre-Billing Charges Report
Patient
New Recall Report
Patient Statement
Patient Statement Summary Report
Print Patient Labels
Patient Details
Aging
Summary -Insurance Aging Report
Detailed Insurance Aging Report
Summary Patient/Guarantor Aging Report
Summary- Patient Aging Report
Detailed- Patient Aging Report
A/R Aging Summary Report
Accounts Receivable Aging Report
Provider wise A/R Aging Report
Aging Report by Case type
Running A/R Report
Listing
Referring Provider Patient Count
Patients by Insurance Co
New Patients Report
Patient List by POS and Service Location
Security
Active User Report
Claims and Denials
Claims Detail Report
Denial Report
Collection Activities
Dashboard
Billing Dashboard
Charges and Payments
Charges By POS By Provider
Charges Billed by Month by Provider
Payment Deposit Report
On Account Payment Report
Posting Details Report
Payments By POS By Provider
Summary Encounter Line Activities Report
Detailed Encounter Line Activities Report
Procedure Productivity by Insurance
Financials
System Financial Summary Report
Provider Productivity Report
Charges Payments Reconciliation Report
Monthly Activity Analysis
Financial Productivity by Month
Daily/Month End Close Report
Year-To-Date Receipts and Adjustments Analysis Report
Financials By Facility By Month of Service
A/R by Provider Previous Year Comparison Report
Provider Procedure Count
Provider Procedure Count By POS
Billing Activity by Provider
Payments By Month By Provider
Procedure Count By Month
Top 10 Diagnosis Count By Provider By POS
Monthly Charges By Month By POS
Monthly Payments By Month By POS
Clinical Reports
Uncharted Visits by Provider
Incomplete Patient Records
Master Setup
Practice
How do I edit Practice details
How do I set Practice Options
How do I set up Practice Working Hours
Customize Number, Currency, Date etc formats
Add a prefix to the MR Number
How do I block Holidays
Legal Entity
How do I create a Legal Entity
Providers
How do I add Providers
How do I add Provider Insurance
How do I set Provider Off Time
How do I create dummy Providers
Referring Physician
How to add a Referring Physician
Insurance
How to add an Insurance Company
How do I edit Insurance company information?
How do I add a plan to the Insurance company?
How do I edit or update a plan?
How to add third party payer id?
How do I set Scheduler options
How do I add a Service Location
Important information regarding Legal Entity Setup
Setup Email and Text Messaging Appointment Reminders
To-Do List
Billing Setup
How do I update/add ICD codes?
How do I Add Encounter Procedures?
How do I edit Encounter Procedure
How do I update the Standard Fee Schedule?
How do I create a Custom Fee Schedule?
How do I edit or update the Custom Fee Schedule
Add a Patient Account Type
Setup Secondary Cross Over [COB]
Setup Individual or Group NPI/FTID/SSN through LE
Assign Provider(s) to Multiple Legal Entities
Setup Secondary Non NPI Insurance specific PIN
Insurance Companies
Setup Secondary as Electronic / Paper
Setup Product Billing Category
Generate a Receipt for Product Billing
Configure Adjustment Reason Codes
Configure Modifiers
Case Type
Employer
Attorney
Referral Source
CPT Codes / Encounter Procedures
ICD Codes - Favorite Diagnosis
How do I – Track the claims submitted to Emdeon clearing house.
Workflow
Security
Creating a new User
Role based menu access
Activate/Deactivate a User Account
How do I change my Password
Collections Manager
Collections Manager
Meaningful Use FAQ
Adjust notifications for Drug/Allergy interactions
Check the Drug Formulary
Maintain up to date Problem List
Maintain active Medication List
Maintain active Medication Allergy List
Enter Vital Signs
Calculate and display Body Mass Index
Plot and display Growth Charts
Enter patient Smoking Status
Incorporate Laboratory Test Results
Generate Patient List
Medication Reconciliation
Submission to Immunization Registries
Public Health Surveillance
Patient specific education resources
Automate Measure Calculation
Emergency Access
Audit Log
Integrity
Encryption when exchanging Electronic Health Information
Computerized Provider Order Entry
Electronic Prescribing
Record Demographics
Patient Reminders
Clinical Decision Support
Electronic Copy of Health Information
Patient access to Clinical Information
Clinical Summaries
Exchange Clinical Information and Patient Summary Record
Calculate and Submit Clinical Quality Measures