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

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)

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 Change provider listing order
12 Recurring Provider Off Times
13 Add holidays
14 Add Provider Vacations

Billing

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
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

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
5 PracticeSuite Telehealth ( Short Demo)

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

1 Patient Portal

Add-Ons

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

Paid.MD

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