PracticeSuite Overview

1PracticeSuite Promo VideoPlay Video
2PracticeSuite – Practice ProfitablyPlay Video
3PracticeSuite: Platform HighlightsPlay Video
4PracticeSuite OverviewPlay Video
5PracticeSuite: Tour GuidePlay Video
6Overview & DashboardPlay Video
7PracticeSuite: Software DemonstrationPlay Video

Master Account Setup Videos

1Practice/Legal Entity SetupPlay Video
2Setup Practice Work HoursPlay Video
3Setup a New ProviderPlay Video
4Setup a New Service Location/Place of ServicePlay Video
5Setup Place of Service – Home (PoS -12)Play Video
6Attach a Provider to Legal Entities for Scheduling and/or BillingPlay Video
7Fee Schedule & Procedure Code SetupPlay Video
8Add a New Case TypePlay Video
9Month End Close ProcessPlay Video


10Security Screen – User and Access ManagementPlay Video
11Add New UserPlay Video
12User Management – Add Additional AccessPlay Video
13User Management- Remote Access RestrictionPlay Video
14Reset User PasswordPlay Video
15Deactivating User(s)Play Video


1Scheduler OverviewPlay Video
2Single Provider BlocksPlay Video
3Double Book AppointmentsPlay Video
4Add New Schedule StatusPlay Video
5Custom Canceled StatusPlay Video
6Search AppointmentsPlay Video
7Check In PatientsPlay Video
8Cancel appointmentsPlay Video
9Missed AppointmentsPlay Video
10Scheduler: Print LetterPlay Video
11Add Provider VacationsPlay Video
12Scheduler: Print LetterPlay Video



1Billing One Minute OverviewPlay Video
2Enter ChargesPlay Video
3Manual Charge Entry: Copy Last ChargePlay Video
4Setup Procedure Groups (Macros)Play Video
5Manual Charge Entry: Selecting an Insurance for the ChargePlay Video
6Manual Charge Entry: Create Charge for No Appointment PatientsPlay Video
7Manual Charge Entry: Change PoS or Service LocationPlay Video
8Enter Claim NotePlay Video
9Put Charge on HoldPlay Video
10Manual Charge Entry: Hold Charge with a NotePlay Video
11Modify Charge Accounting DatePlay Video
12View Line ActivityPlay Video
13Edit Charge and Rebill ClaimPlay Video
14Re-bill Claim(s)Play Video
15Void a Claim or Claim Line(s)Play Video
16Batch and Submit ClaimsPlay Video
17Batch Claims for a Date of ServicePlay Video
18Print a Paper ClaimPlay Video
19Download a Claims Batch FilePlay Video
20View Previously Submitted Claim BatchesPlay Video
21Add AttorneyPlay Video
22Enter Institutional (UB04) ChargePlay Video
23UB04 Patient & Case SetupPlay Video


24Add a New Insurance CompanyPlay Video
25Add New Insurance PlansPlay Video
26Add Insurance for PatientsPlay Video
27Change Billing Method of an InsurancePlay Video


28Process ERA PaymentPlay Video
29Manual Payment PostingPlay Video
30Manual Posting: Posting DenialsPlay Video
31Add Adjustment Reason CodesPlay Video
32Manual Payment Posting: EoB Posting and Balance Write OffPlay Video
33Mass Write Off ClaimsPlay Video
34Edit PaymentsPlay Video
35Manual Payment Posting: Crossover Claims – Flag as CoBPlay Video
36Post Payments and Run Deposit ReportPlay Video
37Mass Posting: Quick Patient Payment PostingPlay Video
38Reverse a PaymentPlay Video
39Bulk Reverse PaymentsPlay Video
40Void Payment(s)Play Video
41Void RefundsPlay Video
42Apply Self Pay Cash PaymentPlay Video
43Copay Auto PostingPlay Video


44Patient List & Details- C6. Patient Details ReportPlay Video
45Daily / Month Close ReportPlay Video
46Create Patient StatementsPlay Video
47Statements History and Balance Aging – C3. Patient Statement Summary ReportPlay Video


48Overview of Elation Health InterfacePlay Video
49Quest Shorter DemoPlay Video
50Quanum Collections ManagerPlay Video


1Start a Clinical Note For Walk-In PatientsPlay Video
2Clinical Desktop: Add New Patient from EHRPlay Video
3Start a Clinical Note For Scheduled PatientsPlay Video
4Med EntryPlay Video


1Enter PatientPlay Video
2Merging and Deactivating PatientsPlay Video
3Add Patients from the Charge Entry ScreenPlay Video
4Add Patient Account TypesPlay Video
5Minor Patients – Add a GuarantorPlay Video
6Modify Guarantor InformationPlay Video
7Attach Patient’s Insurance Card to the Patient ChartPlay Video
8Eligibility VerificationPlay Video
9Scan and Attach Patient DocumentsPlay Video
10Reviewing Patient’s LedgerPlay Video
11Electronic Prior Authorization AutomationPlay Video
12Track AuthorizationsPlay Video
13Patient Case Overview and ManagementPlay Video
14Setup a Cash (Self Pay) CasePlay Video
15Change Patient’s Case for an EncounterPlay Video
16Switch CasesPlay Video
17Patient Alerts and RecallsPlay Video
18Setup a Patient AlertPlay Video
19Enter Patient Payment and Print ReceiptPlay Video
20Post Patient PaymentPlay Video
21View Patient on Account AmountPlay Video
22Patient Statements: Add a Dunning MessagePlay Video

Patient Portal

23Patient PortalPlay Video

HIPAA Office

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

Online Review Management

1Introduction to Online Review Management SystemPlay Video

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