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


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)


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


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


24 Add a New Insurance Company
25 Add New Insurance Plans
26 Add Insurance for Patients
27 Change Billing Method of an Insurance


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


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


48 Overview of Elation Health Interface
49 Quest Shorter Demo
50 Quanum Collections Manager


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


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


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


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

Online Review Management

1 Introduction to Online Review Management System