Patient Menu


PracticeSuite Sales Training University

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/304742517
https://vimeo.com/manage/309579274
https://vimeo.com/309583163
https://academy.practicesuite.com/category/patient-patient-account/

Questions from above video

    1. How to quickly view a Patient’s financial summary such as their balance due and collectibles as of the day?
    Search for the Patient and click on the ellipsis towards the right hand side and click on Financial Summary.Search and open the Patient and click on the Ledger tab.Search and open the Patient and click on the Financial Summary label towards far rigth hand side of the Patient screen.Search and open the Patient and click on the Notes tab to view the info.

    2. Case will still create for a Patient even if the Guarantor or required demographics information is missing for the patient?
    TrueFalse

    3. Where to find the Patient Notes and Claim or Line Activities on a single screen?
    On the Patient screen in the Notes.On the Patient screen in Other Attributes.On the Patient screen in Inbox tab.On the Patient screen in Schedule History tab.

    4. How to add a Patient Billing Alert?
    Open the Patient and click on Recalls/Alerts option and add a new alert with Category – Billing and Type -Alert.Open the Patient and click on Recalls/Alerts option and add a new alert with Category – Billing and Type – Reminder.Open the Patient and click on Recalls/Alerts option and add a new alert with Category – Follow Up and Type – Alert.Open the Patient and click on Recalls/Alerts option and add a new alert with Category – Follow Up and Type – Reminder.

    5. When bringing up a patient, how can a user know if a Patient’s Authorization has very few visits remaining?
    Authorization report in the Patient screen shows the visits remaining.Authorization pop up alert notifes the user when opening the Patient.Patients with expired auths or few visits remaining are flagged on the Patient Search list.There is no such tracking available in the system.

    6. In which screen on the Patient is the ‘Do Not Send Statement’ option located?
    Portal AccessGuarantorOther AttributesCase

    7. Where in the Patient screen can you view the On Account/Patient credit money & their details?
    Patient LedgerDemographicsFinancial SummaryGuarantor screen in Patient Demographics

    8. Both options- Insurance Card and Document Management provides the ability to scan directly into the system?
    TrueFalse

    9. Storage space – the default storage space provided for a database is?
    2 GB3 GB5 GB10 GB

    10. You can upload all standard file types such as image, word, text, pdf but can only edit image type of files?
    TrueFalse