PracticeSuite Training Videos

Try PracticeSuite for free and learn at your own pace using our video library training with over 100 training videos.

Overview

Master Setup

Scheduler

Billing

EHR

Patient

Add-Ons

Overview

Master Setup

Scheduler

Billing

EHR

Patient

Add-Ons

1	PracticeSuite Promo Video
2	PracticeSuite – Practice Profitably
3	PracticeSuite: Platform Highlights
4	PracticeSuite: Tour Guide
5	Overview & Dashboard
6	PracticeSuite: Software Demonstration

1	Practice/Legal Entity Setup
2	Setup Practice Work Hours
3	Setup a New Provider
4	Setup a New Service Location/Place of Service
5	Setup Place of Service – Home (PoS -12)
6	Attach a Provider to Legal Entities for Scheduling and/or Billing
7	Fee Schedule & Procedure Code Setup
8	Add a New Case Type
9	Month End Close Process
Security
1	Security Screen – User and Access Management
2	Add New User
3	User Management – Add Additional Access
4	User Management- Remote Access Restriction
5	Reset User Password
6	Deactivating User(s)

1	Scheduler Overview
2	Single Provider Blocks
3	Double Book Appointments
4	Add New Schedule Status
5	Custom Canceled Status
6	Search Appointments
7	Check In Patients
8	Cancel appointments
9	Missed Appointments
10	Scheduler: Print Letter
11	Change provider listing order
12	Recurring Provider Off Times
13	Add holidays
14	Add Provider Vacations

1	Billing One Minute Overview
2	Enter Charges
3	Manual Charge Entry: Copy Last Charge
4	Setup Procedure Groups (Macros)
5	Add modifiers
6	Manual Charge Entry: Selecting an Insurance for the Charge
7	Manual Charge Entry: Create Charge for No Appointment Patients
8	Manual Charge Entry: Change PoS or Service Location
9	Product Billing
10	Enter Claim Note
11	Put Charge on Hold
12	Manual Charge Entry: Hold Charge with a Note
13	Modify Charge Accounting Date
14	View Line Activity
15	Edit Charge and Rebill Claim
16	Re-bill Claim(s)
17	Void a Claim or Claim Line(s)
18	Override line status
19	Batch and Submit Claims (Claims Dashboard)
20	Batch Claims for a Date of Service
21	Print a Paper Claim
22	Download a Claims Batch File
23	Download the electronic 837 file
24	View Previously Submitted Claim Batches
25	Add Attorney
26	Enter Institutional (UB04) Charge
27	UB04 Patient & Case Setup
Insurance
1	Add a New Insurance Company
2	Add New Insurance Plans
3	Add Insurance for Patients
4	Change Billing Method of an Insurance
5	Claims receiver (Clearing House)
Payments
1	Process ERA Payment
2	Manual Payment Posting
3	ePayments-Product Demo
4	Manual Posting: Posting Denials
5	Add Adjustment Reason Codes
6	Manual Payment Posting: EoB Posting and Balance Write Off
7	Mass Write Off Claims
8	Edit Payments
9	Manual Payment Posting: Crossover Claims – Flag as CoB
10	Post Payments and Run Deposit Report
11	Mass Posting: Quick Patient Payment Posting
12	Reverse a Payment
13	Bulk Reverse Payments
14	Void Payment(s)
15	Void Refunds
16	Apply Self Pay Cash Payment
17	Copay Auto Posting
Collections
1	Claims and Collections Manager
Reports
1	Patient List & Details- C6. Patient Details Report
2	Daily / Month Close Report
3	Create Patient Statements
4	Statements History and Balance Aging – C3. Patient Statement Summary Report

1	Start a Clinical Note For Walk-In Patients
2	Clinical Desktop: Add New Patient from EHR
3	Start a Clinical Note For Scheduled Patients
4	Med Entry
5	PracticeSuite Telehealth ( Short Demo)

PracticeSuite Training Videos

PracticeSuite Overview

Master Account Setup Videos

Security

Scheduler

Billing

Insurance

Payments

Collections

Reports

EHR

Patient

Patient Portal

Add-Ons

E- Fax

E- Statement

Secure Office

Online Review Management

Paid.MD

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