Learn how to scan the insurance card, upload it into PracticeSuite, and correctly attach it to the patient’s chart. This ensures that all insurance details are easily accessible for billing and verification purposes.

We'll walk through the process of attaching scanned documents to the relevant patient files ensuring that all necessary information is readily accessible.

Accurate billing sometimes requires adjustments after initial charge entry. Learn how to locate and edit existing charges, correct any errors or update details as needed.

Entering charges, especially in a medical facility, involves accurately recording the costs associated with patient care and services provided. It involves a few key steps to ensure accurate and efficient billing. Here's a guide to help you navigate the process:

Eligibility verification is a crucial step in the medical billing process. It involves confirming that a patient's insurance plan covers the services they are scheduled to receive. To check eligibility verification in PracticeSuite, you will need to access the patient's insurance information, verify coverage details, and update the patient's records accordingly.

This step involves collecting and inputting essential details such as the patient's full name, date of birth, address, contact information, and insurance details into the PracticeSuite system. Accurate patient data entry is critical for ensuring seamless communication between the healthcare provider, insurance companies, and the patient.

This resource guides you in forwarding the Google Sheet sharing link to the client, using the client reports email template, and noting other important reminders.

This resource provides comprehensive guidance on how to effectively work with Google Drive folders and Google Sheets sharing.

This resource provides guidance on generating and managing Production Sheet Reports for Laboratory Facilities. It covers step-by-step instructions for data selection, chart creation, and customization to ensure accurate and comprehensive production sheets. This guide also highlights the differences between lab and non-lab facility reporting processes.

This resource provides a detailed overview of key financial management aspects for facilities, including quarterly charges, payment charts, quarter payments, and counts, patients, and visits tables. It aims to equip you with the knowledge and skills needed to manage and analyze financial data, ensuring accurate reporting.