
University
Practice Management Sales Training
Patient Menu
View This Lesson on YouTube
In This Video You Will Learn
Patient Registration Process and review Patient Options such as- Prior Authorization, Alerts and running Eligibility checks and reviewing Patient Financials Ledger/Financial Summary.
Go to patient on left hand menu bar>search for a completed patient record Show a completed patient record in PM
Demographics tab
Also, standard demographics including insurance policy information
To the left there are icons like enter payment (taking payment over the phone), Eligibility (checking on-demand), and Authorization
Click into Authorization button
– Authorization can be stored here. Include basic information like authorization number and payer or advanced information like visits allowed (PM will track visits used, visits remaining and alert when x number is remaining)
– Schedule History
– History of patients past and future appointments
– Statement History
– History of all statements issues to patient
Video/Training Link
https://vimeo.com/304740413
https://vimeo.com/manage/309579274
https://vimeo.com/309583163
https://academy.practicesuite.com/category/patient-patient-account/