Practice Manager offers a wide variety of financial reports that allow you to stay on top of your account receivables in both detail and in summary. Each office becomes familiar with certain reports that will satisfy their office’s basic financial questions, yet every day users are still discovering reports that work better for their unique…Read More

Running out of Appointment Schedules?  Here’s instructions on how to copy for next year (assuming your providers are keeping the same hours/days). Copying same schedule for next year Click the Appointment tab. Click the Schedule Maintenance tab. Select the Practice (if there is more than one). Select the Provider. Click the Add Schedule button.  CHECK…

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Reporting the CLIA # as Required by the Insurance Carrier for Laboratory Charges When the insurance carrier requires the CLIA # to be submitted, check the following areas of PM to confirm your setup is correct. 1. Practice Screen (Administration -> Practice Tables -> Practice): Enter the practice IH code and press enter. Select Billing…

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Whether it’s for a follow up, a test, an immunization or any other reminder, Practice Manager Recalls can prevent your patients from falling through the cracks potentially increasing your revenue. Practice Manager Recalls allows you to track patients who need to return for a future appointment but haven’t scheduled that appointment. Here are great examples…

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Spring Cleaning – Removing Old Diagnoses Do your patient charts have so many diagnoses that you have to scroll to see medications? Take a minute for each chart this week and remove any old codes. Both ICD-9 and expired/corrected codes should be removed for better organization. Note that the history of onset date for any…

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