Training Videos

138 Results

Paid.MD – A Billing Managers Best Friend

Paid.MD – A Billing Managers Best Friend

Introducing Paid.MD

Introducing Paid.MD

Online Reputation Management

Online Reputation Management

Secure Office – User Management

Secure Office – User Management

Secure Office – Client ID

Secure Office – Client ID

Secure Office – Notepad

Secure Office – Notepad

Secure Office – Task App

Secure Office – Task App

Secure Office – Calendar App

Secure Office – Calendar App

Secure Office – File Sharing

Secure Office – File Sharing

Secure Office – Groups

Secure Office – Groups

Secure Office – Secure Chat app

Secure Office – Secure Chat app

Secure Office – Configure Email Account

Secure Office – Configure Email Account

Secure Office – Email App

Secure Office – Email App

Secure Office and Direct Trust

Secure Office and Direct Trust

Secure Office cloud desktop

Secure Office cloud desktop

Secure Office: Cloud Desktop and Secure Collaboration Suite

Secure Office: Cloud Desktop and Secure Collaboration Suite

Generate E- Statement

Generate E- Statement

E-Statement Setup

E-Statement Setup

E- Fax : User Guide

E- Fax : User Guide

E-Fax : Setup

E-Fax : Setup

E- Fax : Introduction

E- Fax : Introduction

Patient Portal

Patient Portal

Patient Statements: Add a Dunning Message

Patient Statements: Add a Dunning Message

View Patient on Account Amount

View Patient on Account Amount

Post Patient Payment

Post Patient Payment

Enter Patient Payment and Print Receipt

Enter Patient Payment and Print Receipt

Setup a Patient Alert

Setup a Patient Alert

Patient Alerts and Recalls

Patient Alerts and Recalls

Switch Cases

Switch Cases

Change Patient’s Case for an Encounter

Change Patient’s Case for an Encounter

Setup a Cash (Self Pay) Case

Setup a Cash (Self Pay) Case

Patient Case Overview and Management

Patient Case Overview and Management

Track Authorizations

Track Authorizations

Electronic Prior Authorization Automation

Electronic Prior Authorization Automation

Reviewing Patient’s Ledger

Reviewing Patient’s Ledger

Scan and Attach Patient Documents

Scan and Attach Patient Documents

Eligibility Verification

Eligibility Verification

Attach Patient’s Insurance Card to the Patient Chart

Attach Patient’s Insurance Card to the Patient Chart

Modify Guarantor Information

Modify Guarantor Information

Minor Patients – Add a Guarantor

Minor Patients – Add a Guarantor

Add Patient Account Types

Add Patient Account Types

Add Patients from the Charge Entry Screen

Add Patients from the Charge Entry Screen

Merging and Deactivating Patients

Merging and Deactivating Patients

Enter Patient

Enter Patient

PracticeSuite Telehealth ( Short Demo)

PracticeSuite Telehealth ( Short Demo)

Med Entry

Med Entry

Start a Clinical Note For Scheduled Patients

Start a Clinical Note For Scheduled Patients

Clinical Desktop: Add New Patient from EHR

Clinical Desktop: Add New Patient from EHR

Start a Clinical Note For Walk-In Patients

Start a Clinical Note For Walk-In Patients

Statements History and Balance Aging – C3. Patient Statement Summary Report

Statements History and Balance Aging – C3. Patient Statement Summary Report

Create Patient Statements

Create Patient Statements

Daily / Month Close Report

Daily / Month Close Report

Patient List & Details- C6. Patient Details Report

Patient List & Details- C6. Patient Details Report

Claims and Collections Manager

Claims and Collections Manager

Copay Auto Posting

Copay Auto Posting

Apply Self Pay Cash Payment

Apply Self Pay Cash Payment

Void Refunds

Void Refunds

Void Payment(s)

Void Payment(s)

Bulk Reverse Payments

Bulk Reverse Payments

Reverse a Payment

Reverse a Payment

Mass Posting: Quick Patient Payment Posting

Mass Posting: Quick Patient Payment Posting

Post Payments and Run Deposit Report

Post Payments and Run Deposit Report

Manual Payment Posting: Crossover Claims – Flag as CoB

Manual Payment Posting: Crossover Claims – Flag as CoB

Edit Payments

Edit Payments

Mass Write Off Claims

Mass Write Off Claims

Manual Payment Posting: EoB Posting and Balance Write Off

Manual Payment Posting: EoB Posting and Balance Write Off

Add Adjustment Reason Codes

Add Adjustment Reason Codes

Manual Posting: Posting Denials

Manual Posting: Posting Denials

ePayments-Product Demo

ePayments-Product Demo

Manual Payment Posting

Manual Payment Posting

Process ERA Payment

Process ERA Payment

Claims receiver (Clearing House)

Claims receiver (Clearing House)

Change Billing Method of an Insurance

Change Billing Method of an Insurance

Add Insurance for Patients

Add Insurance for Patients

Add New Insurance Plans

Add New Insurance Plans

Add a New Insurance Company

Add a New Insurance Company

UB04 Patient & Case Setup

UB04 Patient & Case Setup

Enter Institutional (UB04) Charge

Enter Institutional (UB04) Charge

Add Attorney

Add Attorney

View Previously Submitted Claim Batches

View Previously Submitted Claim Batches

Download the electronic 837 file

Download the electronic 837 file

Download a Claims Batch File

Download a Claims Batch File

Print a Paper Claim

Print a Paper Claim

Batch Claims for a Date of Service

Batch Claims for a Date of Service

Batch and Submit Claims (Claims Dashboard)

Batch and Submit Claims (Claims Dashboard)

Override line status

Override line status

Void a Claim or Claim Line(s)

Void a Claim or Claim Line(s)

Re-bill Claim(s)

Re-bill Claim(s)

Edit Charge and Rebill Claim

Edit Charge and Rebill Claim

View Line Activity

View Line Activity

Modify Charge Accounting Date

Modify Charge Accounting Date

Manual Charge Entry: Hold Charge with a Note

Manual Charge Entry: Hold Charge with a Note

Put Charge on Hold

Put Charge on Hold

Enter Claim Note

Enter Claim Note

Product Billing

Product Billing

Manual Charge Entry: Change PoS or Service Location

Manual Charge Entry: Change PoS or Service Location

Manual Charge Entry: Create Charge for No Appointment Patients

Manual Charge Entry: Create Charge for No Appointment Patients

Manual Charge Entry: Selecting an Insurance for the Charge

Manual Charge Entry: Selecting an Insurance for the Charge

Add modifiers

Add modifiers

Setup Procedure Groups (Macros)

Setup Procedure Groups (Macros)

Manual Charge Entry: Copy Last Charge

Manual Charge Entry: Copy Last Charge

Enter Charges

Enter Charges

Billing One Minute Overview

Billing One Minute Overview

Add Provider Vacations

Add Provider Vacations

Add holidays

Add holidays

Recurring Provider Off Times

Recurring Provider Off Times

Change provider listing order

Change provider listing order

Scheduler: Print Letter

Scheduler: Print Letter

Missed Appointments

Missed Appointments

Cancel appointments

Cancel appointments

Check In Patients

Check In Patients

Search Appointments

Search Appointments

Custom Canceled Status

Custom Canceled Status

Add New Schedule Status

Add New Schedule Status

Double Book Appointments

Double Book Appointments

Single Provider Blocks

Single Provider Blocks

Scheduler Overview

Scheduler Overview

Deactivating User(s)

Deactivating User(s)

Reset User Password

Reset User Password

User Management- Remote Access Restriction

User Management- Remote Access Restriction

User Management – Add Additional Access

User Management – Add Additional Access

Add New User

Add New User

Security Screen – User and Access Management

Security Screen – User and Access Management

Month End Close Process

Month End Close Process

Add a New Case Type

Add a New Case Type

Fee Schedule & Procedure Code Setup

Fee Schedule & Procedure Code Setup

Attach a Provider to Legal Entities for Scheduling and/or Billing

Attach a Provider to Legal Entities for Scheduling and/or Billing

Setup Place of Service – Home (PoS -12)

Setup Place of Service – Home (PoS -12)

Setup a New Service Location/Place of Service

Setup a New Service Location/Place of Service

Setup a New Provider

Setup a New Provider

Setup Practice Work Hours

Setup Practice Work Hours

Practice/Legal Entity Setup

Practice/Legal Entity Setup

PracticeSuite: Software Demonstration

PracticeSuite: Software Demonstration

Overview & Dashboard

Overview & Dashboard

PracticeSuite: Tour Guide

PracticeSuite: Tour Guide

PracticeSuite: Platform Highlights

PracticeSuite: Platform Highlights

PracticeSuite – Practice Profitably

PracticeSuite – Practice Profitably

PracticeSuite Promo Video

PracticeSuite Promo Video