Other
How to Bulk Release Claims on Hold
If the Claims on Hold option was selected in new account setup for training purposes, the claims within that status can be released with Bulk Rebill. First, use the Advanced Claim Management Tool to sort claims you would like to bulk rebill and ...
How to update the Policy / Group number field for Workers Compensation Plans
Please follow these steps to update the Policy/Group No for patients with Workers Compensation Insurance Plans: Billing manager > Claim General> PT ACCT# (?) > Click on (...) for patient demographics page > On the Patient Info Tab Click on (...) to ...
ProviderSuite WebApp 7.4 Release Notes
ProviderSuite 7.4 Release Notes are attached to this article.
How to add an Appointment Reason?
How to add an Appointment Reason? Here are the steps to add an Appointment Reason to Scheduling: From the ProviderSuite Web Application, go to the Appointments Tab Click the "Launch Scheduling" button (top left corner) Click on the Settings Lookup ...
How to Schedule a New Patient Appointment
How to Schedule a New Patient Appointment on Scheduling Applet 2.0 From the Scheduling Applet in the top left corner click on (+) New and select "New Appointment" or you can click (Control N) on your keyboard. Click on "Add New" to Add New Patient ...
User Guide - ProviderSuite Mobile - Login
To launch the app, tap the application icon on the home screen of your Android or iOS device. Note: This app requires your device to be connected to the Internet. If you have not configured a Wi-Fi connection for your device, refer to the ...
Error: Launch Billing .NET Framework Compatibility
Are you having trouble Launching Billing? Are you getting an error message regarding .NET Framework compatibility? Please follow these steps to resolve: Click Start, type update in the search box, in the list of results, click Windows Update. In the ...
Documents tab used as search screen for Attachments
Documents is where users can search for files uploaded and attached to Patient Notes in ProviderSuite. Attachments to Notes is a feature available in the Billing Manager. When the Documents tab is clicked by user, a screen will display where users ...
How to change email address used for ProviderSuite login
When logging in to ProviderSuite, the email address registered with your user account is used, along with your password and Organization ID, to confirm you who are. If you would like to change the email address on your user account: Log into ...
Document Attachments
Attachment feature in Patient Notes Ever wanted to attach an EOB, Denial Letter, or other document to a Patient in ProviderSuite? Now you can with the Attachment feature in the Billing applet. With Attachments, you can upload any PDF, TIFF, JPEG, or ...
Patient Notes Feature
Notes allows the user to enter or view any Patient or Claim notes that are either system generated or entered by the user. Each note will display the Note Date, Claim Number, the note itself and the user that generated the note. Enter the necessary ...
Undelete / Unarchive a Patient record
If a Patient record has been marked as "Deleted" (also known as "Archived"), the Patient record is still in ProviderSuite, it is just hidden. You can return the Patient to active status by gong to Billing Manager > Patients and search for the deleted ...
Zoho Assist Remote Session
Please refer to the steps below when accepting a Remote Session link from Zoho Assist. Locate and open the email from PracticeAdmin: Click on Join Session in the body of the email: Click Join Session under your email address: Download the Zoho Assist ...
Screenshot with Snip & Sketch Tool
To record a screenshot and attach to your ticket, search "Snip" in the Windows search field. Click on Snip & Sketch App. Click the blue "New" button in the left top corner to start a new snip. Using your mouse, click in the left top corner, holding ...
Speed Test
During an unexpected performance issue, please follow the steps below to rule out any possible ISP issues. Click on this link to access the Ookla Speed Test. Click "Go" to begin. Once completed, please take a snip/screenshot and attach it to the ...
How to add a Facility as the Referring Provider
Below are the steps to create a Referring Provider instance of a Facility. Launch Billing Manager and select Settings > Referring Providers on the top menu bar. Select "Non-Person" for Entity Type: Enter the name of the facility in the Last Name ...
How to add payer to Practice Insurance list from Master Insurance List
If you received the response below for an insurance validation request OR you are adding a payer by searching the Master Insurance List Lookup tool, please see steps below. “This plan is currently available in our master plan list. Please search ...
How do I adjust printer alignment for the CMS 1500 form?
ProviderSuite creates claims to the exact specifications of the CMS 1500 form. If you are printing using the PrePrinted format onto a CMS-1500 claim form and it is not lining up properly, you will need to adjust your printer settings. Note: There ...
Original Reference Number (ICN) Search Instructions
The ICN is pulled from the claim unless there is an ICN from an EOB. This means that for all claims where the payment was posted from an ERA, there is no need to add the ICN in the Original Reference #: field on Claim Final, because it will not ...
How to write-off a claim line balance in the Claim Transaction History
From the Claim Transaction Detail Screen for a specific Claim: 1. Click on the Red CPT transaction line with the Balance and/or Charge with the CPT Description 2. In the box that opens below use the drop-down box next to Transactions and choose an ...
How to Add a Payer for Paper Claims
To add a payer for paper claims: Under the A/C#, go to the Insurance Tab and respective Insurance Type (Primary Insurance, Secondary Insurance) Use the Plan drop-down list to search for the plan and details, if already in your database. If the plan ...
How to Set Up a Workers Compensation Insurance Company
Please add/update all insurance plans, including work comp plans on the settings/insurance tab first. Then you can link the insurance/work comp plans to the patient in the billing manager, patient demographics screen. Navigate through the Billing ...
Assistance/Re-setting Password for Change Healthcare Patient Payment Portal
Please see below for the contact information for initial password reset with the vendor, Change Healthcare regarding your Admin Portal for the Change Healthcare SmartPay service. PBPS Support’s direct callback no. – (877)-334-8608. Once the password ...
Unable to Launch Billing Issue
If your question concerns an issue launching the Billing or Scheduling applets, please collect the version of Microsoft Windows you are using as we will need this information to assist you. Please review and complete any steps below that you have not ...
How to contact the support department during the holidays
On days when PracticeAdmin closes early, after hours support is available until 8 PM EST. When the company is closed for a holiday, the support department will be unavailable by phone or chat, but our ticketing system is available 24 hours a day and ...
How to Activate a Deleted Patient:
How to Activate a Deleted Patient: Login to PracticeAdmin Click on the ‘Billing ’ tab Click on ‘ Launch Billing’ While on Billing Manger Click on the ‘Practice Management’ Module Select ‘Patients’ Click on the Binoculars search Enter the Patient A/C# ...
How to Set up Statement Address Overrides
How to Set up Statement Address Overrides: Alternate addresses can now be provided for facilities and providers to be printed on statements. Statement addresses will only be overridden if the corresponding checkboxes are checked for the corresponding ...
How to Review Primary and Secondary Claims Rejections
How to Review Primary and Secondary Claims Rejections: Login to PracticeAdmin Click on the ‘Billing’ tab Click on the ‘Edi Portal’ tab Click on ‘Manage Claims’ Click on ‘Work Rejected Claims’ Select ‘Primary Claims Rejections’ or ‘Work Pended ...
How to Download a Missing Era
How to Download a Missing Era: Login to PracticeAdmin Verify the Check no, Amount, Date and the Payer Confirm that the ERA is not present in ‘PracticeAdmin’. While in ‘PracticeAdmin’ Click on the Billing tab > Edi Portal> Manage Payments> Receive ...
How to obtain proof of timely filing
Question- How do I obtain proof of timely filing to send to the insurance company? Answer- To obtain proof of timely filing, please follow these steps. Login to PracticeAdmin Click on the ‘Billing’ Tab Click on the ‘Edi Portal’ tab Click on “Manage ...
How to add a Non-Standard CPT Code
Question- How do I enter a custom or non-standard CPT code to use in my practice? Answer- If the CPT is not a standard CPT that can be found in the yearly CPT publication, then you can add it in as a Non-Standard CPT. Note: You must be an "Account ...
How to edit a patient payment in the Claims Transaction Details screen
Question- How can I edit or remove a payment amount on a patient claim after it has posted? Answer- Try these steps to resolve your payment from PracticeAdmin Billing Manager. 1. Enter the claim ID at the Claim-General tab (upper right) and click ...
How to enter a Patient Co-pay Payment
Question- How do you enter a patient co-pay paid at the time of service and give the patient a receipt? Answer- Here are the steps for adding a patient co-pay from PracticeAdmin Billing Manager. Note- Currently you cannot add a patient co-pay from ...
How to print Patient Statements
Question- How do you print patient statements? Answer- There is an option in the program to allow a third party printing service to print statements. You can turn on this feature on PracticeAdmin ProviderSuite Website under the Setup tab. Note- Only ...
How to use Mail Merge to Print Labels from ProviderSuite using Excel and Word
How to use Mail Merge to Print Labels from ProviderSuite using Excel and Word 2010 From Reports run Report “Patient List By Address Detail” Click Open in Excel Remove Report Name Header Remove Columns - A/C#, SSN, Work Phone, Home Phone and Email ...
Remove and Re-install Billing Applet
Remove and Re-install Billing Application 1. Login to the PA Web application. 2. On the right side of the screen, just above the Online Support button, there is a link to "Launch Support Tool" 3. Please click this link. If Windows prompts you to run ...
How to remove the header or footer from reports that are printed
How to remove the header or footer from reports that are printed In order to get rid of the report header or footer (source report URL, date), you need to change the Internet Explorer settings in the Page Setup dialog called by File/Page Setup… ...