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Billing Training Webinar (Session 1)
PracticeSuite has organized daily webinars for its clients to provide training on the use of Billing Software.

Monday 9 am EST

Section I - 50 Minutes

The Webinar will contain the following:

How to Login
Overview/ Dashboard screen
Contacting Customer Service
Adding new Users / modifying existing users
Important Basic Setups - Practice, Provider, Insurance, Finding Payer Ids, Edit or add new codes to fee schedule
Legal Entities - what is the need for setting up additional LEs viz. for billing/scheduling
Service Location (Facility setup) for billing
Adding Lookups such as - Account Types or Adjustment Reasons
Search Patient
Add New Patient
Inactivating / Reactivating Patients
Add Patient Insurance
Inactivating Insurance
Importance of Case for Billing & features
Why to inactivate insurance and not overwrite them
Case switch and why to use this
Adding a Cash patient
Adding a Cash case
Adding Guarantors and its importance for statements
How to setup a Case and add Guarantor if patient is a minor
Run Eligibility and what is important for it to run successfully
Setup Billing Alerts
Adding Patient Notes

Scheduler Overview & Views - Day/Week/Month
Changing default time delta or Appointment Status
Setup Offtimes for Providers
Setup Holidays/ Breaks for Practice
How to filter scheduler view
Adding Appointment Status Legends
Add appointments for new and existing patients
Overview of the appointment screen
Double booking appointments
Edit appointments
Drag/Drop appointments
Print Superbill/Demographics sheets
How to access the appointment shortcuts
Review the various shortcuts - Payment, Superbill, Ledger, History etc.
How to setup schedule types and auto default time duration for Schedule Types
Appointment Reports
Appointment Schedule Report
Appointment Status Report
Appointment End of Day Reconciliation Report
Appointment Reminder Report

Q&A - 10 minutes
You can choose to attend one or more of following webinars.

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