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Introduction to Practice Management system(5)

  • Welcome to our Practice Management system
  • System requirements
  • Initiating Practice Management system

Authorization(3)

  • All About Authorization Screen
  • Authorization Desk
  • Set notifications on authorization status updates

Security(6)

  • User Roles & Accessibility
  • Security Preferences
  • Two-Factor Authentication

Scheduler(28)

  • Tabular View Appointment Search
  • Appointment Reason through Lookups
  • Scheduler Calendar

Setup & Advanced Setup(40)

  • Lookups
  • Setup ePayments
  • Work Queue Assignments

Patient & Patient Account(31)

  • Patient Upload
  • Document Scanner
  • Patient Demographics

Patient Portal(13)

  • Kiosk
  • Messages & Notifications from Portal
  • Consent Forms

Charges & Claims(38)

  • Insurance Discovery Feature
  • PML for UB04 Claims
  • Custom EDI Rules

Referrals(1)

  • Referral Management

Payments(20)

  • Payment Entry
  • Payment Search Screen
  • Reverse Payment

Add-On Services(5)

  • Claims Scrubbing
  • eFax
  • e-Statement

Report Central(138)

  • About Report Central
  • I1. Charges By POS By Provider Report
  • E10. Daily Imported Charges Report

Collections(4)

  • Work Queue
  • Rank Based KPIs in WorkQueue
  • Collection Manager

HIPAA Office(6)

  • HIPAA Office Group
  • HIPAA Office Chat
  • HIPAA Office Files

Inter-Office Messaging(4)

  • Need More Info Queue
  • Patient Communication
  • Inter Office Messages

Time Card(1)

  • Time Card Report

Product Release(55)

  • Protected: Product Release Document v25.6.0
  • Protected: Product Release Document v25.5.0
  • Protected: Product Release Document v25.3.1

FAQs(110)

  • How do I update/add ICD codes?

Miscellaneous(5)

  • Work Queue Assignments
  • Present Accounting Logic in PracticeSuite
  • Audit Viewer

Training Videos(1)

  • Training Videos
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