Master Account Setup Videos

1 Practice Play Video
2 Legal Entity Play Video
3 Provider Play Video
4 Service Location Play Video
5 Insurance Companies Play Video
6 Enter Patient Play Video
7 How To Attached A Patient Insurance Card Play Video
8 How To Set Up Practice Working Hours Play Video


1 Scheduler Overview Play Video
2 How Do I Schedule An Appointment Play Video
3 Personalize – Schedule Type and Duration Play Video
3 How Do I Schedule an Appointment Play Video
4 How Do I Check Patient in Play Video
5 How Do I Double Book Appointment Play Video
6 How Do I Create Recurring Appointment Play Video
7 How Do I Mark Missed Appointment Play Video
8 How Do I Mark Cancelled Appointment and Take it off the Scheduler Play Video
9 How Do I Mark Cancelled Appointment and Leave it in the Scheduler Play Video
10 Display Holidays and Unavailable Days on the Scheduler Play Video
11 How Do I Change Provider Display Sequence Play Video
12 Setup Custom Letters Play Video
13 Generate Custom Letters from Scheduler Play Video
14 Generate Custom Letters for Patients Through Search Patients Coming Soon
15 How To Scan And Attach Documents Play Video
16 Collect Copay and Print Receipt Play Video
17 Collect Patient Payments and Print Receipt Play Video
18 Block Lunch Time Play Video
19 Block Provider Off Time Play Video
20 Block Recurring Times Play Video
21 Block Holidays Play Video
22 Block Vacation Days Play Video
23 Setup Email And Text Reminders for Appointments Play Video
24 How To Search For An Appointment Play Video
25 How To Review Insurance, Patient Balance And On Account From The Scheduler Play Video
26 How To Setup Scheduling Alerts Play Video


1 Billing One Minute Overview Play Video
2 How Do I Enter Charges Play Video
3 Print a Claim in One Minute Play Video
4 How Do I Batch Claims Play Video
5 How Do I Print a Single Claim Play Video
6 How Do I Printing Batches of Claims Coming Soon
7 How To Post Payments Manually Play Video
8 How Do I Post Insurance Payment Play Video
9 How Do I Post Self-Pay / Cash Payment Play Video
10 How Do I Post the Charge to the New Insurance Play Video
11 How Do I Add a Charge Without an Appointment Play Video
12 How Do I Preview the Case Payer(s) & Case Type Play Video
13 How Do I Add or Edit a ‘Case’ Play Video
14 How Do I Search for a Diagnosis Code by Description Play Video
15 How Do I Put a Charge on Hold Play Video
16 How Do I Update Charge With a Different Service Location / Facility Play Video
17 How Do I Create a Macro for Set of CPT Codes and Populate Charges Using Macro Play Video
18 How Do I Add a New Patient From Charge Entry Play Video
19 How Do I Copy Last Claim Information Play Video
20 Where Do I Enter a Procedure Level Note or Anesthesia Time Play Video
21 Where Do I View or List the Unapplied Payments for the Patient Play Video
22 Where Do I Put a Charge on Hold With Comments Play Video
23 How Do I Print Superbill Activity Report (Include and Exclude Amounts) Play Video
24 How do I Print HCFA / CMS Form Coming Soon
25 How do I Run Charges on Hold Reports Play Video
26 How Do I Batch and Submit Claims Play Video
27 How Do I Selectively Batch Claims for a Specific DOS Play Video
28 How Do I Auto Upload Claim Batch(es) to a Partner Clearing House Play Video
29 How Do I View any Previously Submitted Electronic Claim Batches? Play Video
30 How Do I Remove an Unsubmitted Electronic Batch Play Video
31 How Do I Remove a Paper Claim From the Unsubmitted List Play Video
32 How Do I Change the EDI Version to 5010 or the EDI Sender or Receiver Information? Play Video
33 How Do I Rebill Batch Multiple Claims Together, Without Having to do Them Separately Play Video
34 How Do I List Claims by Insurance Level (Primay, Secondary or Tertiary) on the Print / Rebill Screen Play Video
35 How Do I Read a Claim Log Report? Play Video
36 How To Correct Claims and Rebill Claims Play Video
37 How To Enter A Patient Payment And Print Its Receipt Play Video
38 Auto Populate Modifier Play Video
39 Create a Macro for Set of CPT Codes and Populate Charges Using Macro Play Video
40 How to Track Authorization Play Video
41 Charge Entry Play Video
42 Patient Account Play Video
43 Printing Claims Play Video
44 Submitting Insurance Batches Play Video
45 Rebill Claims Play Video
46 Reprint Claims Coming Soon
47 Review Claims Log Play Video
48 HOLD Batches Play Video
49 VOID Batches Play Video
50 Insurance EOB Payment Posting Play Video
51 Patient Payment Posting Play Video
52 How to post an ERA payment Play Video
53 Process Refund Coming Soon
54 Reverse a Payment Play Video
55 Mass Patient Payments Posting Play Video
56 How To Generate Patient Statements Play Video
57 How To Do Mass Write Offs Play Video
58 How To Do Month-End Close Play Video
59 Reconciliation Play Video
60 Installment Billing Setup and Patient Bill Play Video
61 Recalls and Alerts Play Video
62 Eligibility Verification Play Video
63 Authorization and Visits Trackings Play Video
64 Setup Additional Offices / Legal Entities Play Video
65 Setup Individual NPI / FTID / SSN Through Legal Entity Play Video
66 Setup Group NPI / FTID / SSN Through Legal Entity Play Video
67 Assign Provider(s) to Multiple Legal Entities / Multiple Locations Play Video
68 Setup Secondary Non-NPI Insurance Specific PIN Play Video
69 Custom Fee Schedule – Multiple Payer Fee Schedules / Contracts Play Video
70 Custom Fee Schedule – Setup Self-Pay / Cash Fee Schedule Play Video
71 CPT Codes / Encounter Procedures Play Video
72 ICD Codes – Favorite Diagnosis Play Video
73 Setup Secondary Cross Over [COB] Play Video
74 Setup Secondary as Electronic / Paper Play Video
75 Setup a Category for Product Billing Play Video
76 How To Add An Adjustment Reason Codes Play Video
77 Modifiers Play Video
78 Case Type / Financial Class Play Video
79 Setup Employer Play Video
80 Setup Attorney Play Video
81 How to Post Payments Manually Play Video
82 How to Review Claim Logs Play Video
83 How to Switch Claim Submission Method Between Electronic And Paper Play Video
84 How to Add/Edit the Claim Receiver Information Play Video
85 How to Change the Claim Receiver for A Payer Play Video
86 How to View Current Line Status and Any Previous Claim or Line Activity Play Video
87 How to Re Print a Single Electronic Claim or Multiple Claims to Paper Play Video
88 How to Mark Claim as Cross Over (COB) Play Video
89 How to Download the Claim Batch File To Computer Play Video
90 How to Add A Copay and Immediately Apply While Charge Posting Play Video
91 How to Generate Pre Collection Letters Play Video
92 How to Change the Transaction Date On A Charge Play Video
93 How to Generate A Collection Agency Data File Play Video
94 How to View My New Paper Claim Play Video
95 How to Print Claim Status Reports with Batch Upload Play Video
96 How to Override The Insurance Claim Line To Bill It To Patient Play Video
97 Where to Enter Box 10d and Box 19 Play Video
98 How to Search Claims in Relay Health Play Video
99 How to Change A Case Play Video
100 How to Review A Patient Ledger Play Video
101 How to Search Remittance in Relay Health Play Video
102 How to Create Custom Superbills Play Video
103 How to Configure Internet Explorer for PracticeSuite Play Video
104 How to Configure Safari for PracticeSuite Play Video
105 How to Configure Google Chrome for PracticeSuite Play Video
106 How to Configure Firefox for PracticeSuite Play Video


1 Document a SOAP Note Overview Play Video
2 MU Criteria 1 – Problem List Play Video
3 MU Criteria 2 – Medication List Play Video
4 MU Criteria 1 – Allergy List Play Video
5 MU Criteria 4 Stage II Lab Orders Play Video
6 MU Criteria 4 Stage II Radiology Orders Play Video
7 MU Criteria 5 Stage I & II Play Video
8 MU Criteria 6 Stage I & II Play Video
9 MU Criteria 7 All In Scope Stage 1Alt & 2 Play Video
10 MU Criteria 7 BP Out of Scope Stage 1Alt & 2 Play Video
11 MU Criteria 7 Ht/Wt Out of Scope Stage 1Alt & 2 Play Video
12 MU Criteria# 7 Vital Signs Ht Wt Out of Scope Latest Play Video
13 MU Criteria 8 Stage 1 & 2 Smoking Status Play Video
14 MU Criteria 9 Use Clinical decision support Play Video
15 MU Criteria 10 Stage 1 & 2 VDT Play Video
16 MU Criteria 10 Stage 1 & 2 Timely Access Play Video
17 MU Criteria 11 Clinical Summary Stage 1 Play Video
18 MU Criteria 11 Clinical Summary Stage 2 Play Video
19 MU Criteria 13 Lab Results Stage 1 & 2 Play Video
20 MU Criteria 14 Stage 1 General List of Patients Play Video
21 MU Criteria 15 Patient Reminders Stage 1 Play Video
22 MU Criteria 15 Patient Reminders Stage 2 Play Video
23 MU Criteria 16 Patient Education Stage 1 Play Video
24 MU Criteria 16 Patient Education Stage 2 Play Video
25 MU Criteria 17 Medication Reconciliation Stage 1 & 2 Play Video
26 MU Criteria 18 Summary of Care Stage 1 & 2 Play Video
27 MU Criteria 20 Secure Electronic Messaging Stage 2 Play Video
28 MU Criteria 22 Provide Patient Electronic Copy of Health Information Stage 1 Play Video
29 MU Criteria 23 Report Ambulatory Clinical Quality Measures Stage 1 Play Video
30 MU Criteria 24 Capability to exchange key clinical information Stage 1 Play Video
31 MU Criteria 4 Stage 1 & 2 Medication Orders Play Video
32 MU Criteria 12 Stage 1 Protect Electronic Health Info Play Video
33 MU Criteria 19 Stage 1 Submit Electronic Data to Immunization Registries Play Video
34 MU Criteria 21 Stage 1 Enable Functionalities for Drug Allergy Interaction Checks Play Video
35 MU Menu Objective 1 Stage 1 Submit Electronic Syndromic Surveillance Data to Public Health Agencies Play Video
36 MU Menu Objective 2 Electronic Notes Play Video
37 MU Menu Objective 3 Stage 2 Family Health History Play Video
38 MU Menu Objective 4 Stage 2 Image Results Play Video
39 MU-Menu Objective 5 – Provide Patients with Timely Electronic Access to Health Information Play Video
40 MU Menu Objective 6 Stage 1 Implement Drug Formulary Check Play Video
41 How to Document A Chart Play Video

Patient Portal

1 Patient Portal Overview Play Video

HIPAA Office

1 HIPAA Office Overview Play Video
2 Desktop Overview Play Video
3 DirectTrust Connectivity Overview Play Video
4 Email App Overview Play Video
5 Chat App Overview Play Video
6 File Sharing App Overview Play Video
7 Task App Overview Play Video
8 Calendar App Overview Play Video
9 Notepad App Overview Play Video
10 Group Overview Play Video
11 Setting Up Email In HIPAA Office Play Video
12 Adding users and managing permissions Play Video

Online Review Management

1 Online Review Management Overview Play Video

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