On-Demand Onboarding

Practice Mate - Manage Insurance List

In this video, learn how to add insurance entries in Practice Mate’s Insurance List to streamline your workflow and improve claim accuracy. This simple setup step helps boost efficiency in your practice.

Practice Mate – Set Up Time Schedules

In this video, learn how to set up office hours in Practice Mate using Time Schedules to define availability for your team and resources. This optional, customizable feature is perfect for practices using the Appointments tab.

Understanding Payer Enrollment for Electronic Transactions

In this video, discover the four types of EDI enrollment and how each streamlines claims processing and payment tracking to enhance your practice’s efficiency, accuracy, and cash flow.

Complete EDI Enrollment with Office Ally

In this video, learn how to complete EDI enrollment using Office Ally's Service Center, with step-by-step guidance on finding payer-specific forms and instructions to help you submit electronic claims quickly and accurately.

Complete ERA Enrollment with Office Ally

In this video, you'll learn how to complete ERA enrollment using Office Ally's resources, with step-by-step guidance on locating payer-specific forms and instructions to start receiving electronic remittance advice quickly and efficiently.

Practice Mate – Create Your First Patient Record

In this video, you'll learn how to create your first patient record in Practice Mate using the Manage Patients tab, with step-by-step guidance to accurately enter and save all required information.

Practice Mate – Patient Ally Introduction

In this video, you'll get an introduction to Patient Ally, an optional Practice Mate feature for secure messaging, bill payments, and appointment requests, with a step-by-step guide to activating it, customizing settings, and inviting patients.

Practice Mate – Book An Appointment

In this video, you'll learn how to schedule your first appointment in Practice Mate using the Appointments tab, including entering patient details, setting visit reasons, reserving resources, and completing the booking with ease.

Practice Mate – The Role of Patient Visits

In this video, you'll discover how patient visits serve as the essential connection between care, billing, and accounting in Practice Mate, along with an overview of the various ways to create visits to optimize your workflow.

Practice Mate – Create a Visit Manually

In this video, you’ll learn how to manually create a patient visit in Practice Mate, including entering patient, provider, and billing details, with step-by-step guidance to ensure accurate documentation for billing.

Practice Mate – Creating a Visit from an Appointment

In this video, you’ll learn how to create a patient visit from a scheduled appointment in Practice Mate, guiding you step-by-step through selecting the appointment, entering visit details, and completing the process with ease.

Practice Mate – Create a Visit within the Templates Tab

In this video, you'll learn how to create your first visit template in Practice Mate by adding diagnosis and CPT codes. We walk you through saving and applying the template to make future visit creation faster and more consistent.

Practice Mate – Submit Your First Claim

In this video, you'll learn how to create and submit your first claim in Practice Mate, with a focus on linking claims to visits for accurate accounting and streamlined payment processing. We guide you through reviewing and managing claim details to keep your workflow organized and efficient.

Practice Mate – Record a Payment

In this video, you'll learn how to accurately record payments in Practice Mate, helping you keep your accounting current and streamline billing. We guide you step-by-step—from choosing payment types to submitting and sending receipts—to ensure clear, accurate records for your practice and patients.

Practice Mate – Generate Billing Statements

In this video, you'll learn how to generate a detailed billing statement in Practice Mate, covering charges, payments, and outstanding balances. We guide you step-by-step—from selecting visits to viewing, sending, and optionally mailing statements through PLD Group.