PracticeSuite Training Videos

Over 100 Training Videos

Try PracticeSuite for free and learn at your own pace using our video library training. Starting with our Free Edition is the perfect way to experience a fully functional version of our advanced billing system without a sales process or software purchase.

PracticeSuite Overview

1	PracticeSuite Promo Video
2	PracticeSuite - Practice Profitably
3	PracticeSuite: Platform Highlights

5	PracticeSuite: Tour Guide
6	Overview & Dashboard
7	PracticeSuite: Software Demonstration

Master Account Setup Videos

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
10	Security Screen - User and Access Management
11	Add New User
12	User Management - Add Additional Access
13	User Management- Remote Access Restriction
14	Reset User Password
15	Deactivating User(s)

Scheduler

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	Add Provider Vacations
12	Scheduler: Print Letter

Billing

1	Billing One Minute Overview
2	Enter Charges
3	Manual Charge Entry: Copy Last Charge
4	Setup Procedure Groups (Macros)
5	Manual Charge Entry: Selecting an Insurance for the Charge
6	Manual Charge Entry: Create Charge for No Appointment Patients
7	Manual Charge Entry: Change PoS or Service Location
8	Enter Claim Note
9	Put Charge on Hold
10	Manual Charge Entry: Hold Charge with a Note
11	Modify Charge Accounting Date
12	View Line Activity
13	Edit Charge and Rebill Claim
14	Re-bill Claim(s)
15	Void a Claim or Claim Line(s)
16	Batch and Submit Claims
17	Batch Claims for a Date of Service
18	Print a Paper Claim
19	Download a Claims Batch File
20	View Previously Submitted Claim Batches
21	Add Attorney
22	Enter Institutional (UB04) Charge
23	UB04 Patient & Case Setup
Insurance
24	Add a New Insurance Company
25	Add New Insurance Plans
26	Add Insurance for Patients
27	Change Billing Method of an Insurance
Payments
28	Process ERA Payment
29	Manual Payment Posting
30	Manual Posting: Posting Denials
31	Add Adjustment Reason Codes
32	Manual Payment Posting: EoB Posting and Balance Write Off
33	Mass Write Off Claims
34	Edit Payments
35	Manual Payment Posting: Crossover Claims - Flag as CoB
36	Post Payments and Run Deposit Report
37	Mass Posting: Quick Patient Payment Posting
38	Reverse a Payment
39	Bulk Reverse Payments
40	Void Payment(s)
41	Void Refunds
42	Apply Self Pay Cash Payment
43	Copay Auto Posting
Reports
44	Patient List & Details- C6. Patient Details Report
45	Daily / Month Close Report
46	Create Patient Statements
47	Statements History and Balance Aging - C3. Patient Statement Summary Report
Interface
48	Overview of Elation Health Interface
49	Quest Shorter Demo
50	Quanum Collections Manager

EHR

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

Patient

1	Enter Patient
2	Merging and Deactivating Patients
3	Add Patients from the Charge Entry Screen
4	Add Patient Account Types
5	Minor Patients - Add a Guarantor
6	Modify Guarantor Information
7	Attach Patient's Insurance Card to the Patient Chart
8	Eligibility Verification
9	Scan and Attach Patient Documents
10	Reviewing Patient's Ledger
11	Electronic Prior Authorization Automation
12	Track Authorizations
13	Patient Case Overview and Management
14	Setup a Cash (Self Pay) Case
15	Change Patient's Case for an Encounter
16	Switch Cases
17	Patient Alerts and Recalls
18	Setup a Patient Alert
19	Enter Patient Payment and Print Receipt
20	Post Patient Payment
21	View Patient on Account Amount
22	Patient Statements: Add a Dunning Message
Patient Portal
23	Patient Portal

HIPAA Office

1	HIPAA Office: Cloud Desktop and Secure Collaboration Suite
2	HIPAA Office cloud desktop
3	Secure Email - HIPAA Office
4	Configure Email Account- HIPAA Office
5	Secure File Sharing - HIPAA Office
6	Secure Chat - HIPAA Office
7	Secure Task App - HIPAA Office
8	Secure Notepad - HIPAA Office
9	Secure Groups - HIPAA Office
10	Calendar App - HIPAA Office
11	User Management - HIPAA Office
12	Direct Trust and HIPAA Office
13	Client ID - HIPAA Office

Paid.MD

1	Introducing Paid.MD
2	Paid.MD - Billing Managers Best Friend

Online Review Management

Introduction to Online Review Management System

Need Help

Finding a Solution?

Contact an advisor at (510) 284-2425

Need Help

Finding a Solution?

Contact an advisor at (510) 284-2425

June Newsletter – THE PULSE – PracticeSuite

Claimocity Selects PracticeSuite as Its EHR & In-Office Practice Management Platform

EHR : Easing Patient Security Fears About Electronic Medical Records

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PracticeSuite Training Videos

PracticeSuite Training Videos

Over 100 Training Videos

Master Account Setup Videos

Security

Scheduler

Billing

Insurance

Payments

Reports

Interface

EHR

Patient

Patient Portal

HIPAA Office

Paid.MD

Online Review Management

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