PracticeSuite Training Videos

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
4 PracticeSuite: Tour Guide
5 Overview & Dashboard
6 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


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


1Billing One Minute Overview
2Enter Charges
3Manual Charge Entry: Copy Last Charge
4Setup Procedure Groups (Macros)
5Add modifiers
6Manual Charge Entry: Selecting an Insurance for the Charge
7Manual Charge Entry: Create Charge for No Appointment Patients
8Manual Charge Entry: Change PoS or Service Location
9Product Billing
10Enter Claim Note
11Put Charge on Hold
12Manual Charge Entry: Hold Charge with a Note
13Modify Charge Accounting Date
14View Line Activity
15Edit Charge and Rebill Claim
16Re-bill Claim(s)
17Void a Claim or Claim Line(s)
18Override line status
19Batch and Submit Claims (Claims Dashboard)
20Batch Claims for a Date of Service
21Print a Paper Claim
22Download a Claims Batch File
23Download the electronic 837 file
24View Previously Submitted Claim Batches
25Add Attorney
26Enter Institutional (UB04) Charge
27UB04 Patient & Case Setup


1Add a New Insurance Company
2Add New Insurance Plans
3Add Insurance for Patients
4Change Billing Method of an Insurance
5Claims receiver (Clearing House)


1Process ERA Payment
2Manual Payment Posting
3ePayments-Product Demo
4Manual Posting: Posting Denials
5Add Adjustment Reason Codes
6Manual Payment Posting: EoB Posting and Balance Write Off
7Mass Write Off Claims
8Edit Payments
9Manual Payment Posting: Crossover Claims - Flag as CoB
10Post Payments and Run Deposit Report
11Mass Posting: Quick Patient Payment Posting
12Reverse a Payment
13Bulk Reverse Payments
14Void Payment(s)
15Void Refunds
16Apply Self Pay Cash Payment
17Copay Auto Posting


1Claims and Collections Manager


1Patient List & Details- C6. Patient Details Report
2Daily / Month Close Report
3Create Patient Statements
4Statements 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)


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

1 Patient Portal


E- Fax

1 E- Fax : Introduction
2 E-Fax : Setup
3 E- Fax : User Guide

E- Statement

1 E-Statement Setup
2 Generate E- Statement

Secure Office

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

Online Review Management

1 Online Reputation Management


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