Practice Mate

This article provides step-by-step instructions for importing data to Office Ally using the Data Import Wizard in EHR 24/7 or Practice Mate.

This article provides step-by-step instructions for importing data to Office Ally using the Data Import Wizard in EHR 24/7

The User Defined CPT Code List is where Office Ally users can store codes, descriptions, modifiers, and charges for billable services.

Superbills are customizable lists of Diagnosis and/or CPT Codes that can be printed, downloaded, or used in workflows in both Practice Mate and EHR 24/7.

Reminder Mate is Office Ally’s appointment reminder service that lets you send automated email, text, or voice call reminders for scheduled appointments.

Follow the steps below to update the required fields in the Patient Demographics section.

If you need to disable the SMS Self Check-In feature for patients, you can do so in the Manage Office tab.

Claims can be resubmitted following multiple workflows in Practice Mate

The Accounting module in Practice Mate provides full accounting capabilities, allowing users to report and apply payments, create billing statements, and generate detailed reports.

Adjustments allow you to update a balance without recording a payment.

If you’re getting started with Office Ally’s EDI tools or preparing to submit claims electronically

If you’ve received an ERA (Electronic Remittance Advice) and need to record the payment

In, this article, we’ll take an in-depth look at the Options and Reports menus located at the top of the Appointments page.

If a patient is accidentally entered twice in your account, you can merge the two records into one.

You can add patients in either Practice Mate or EHR 24/7. You can add patients in either Practice Mate or EHR 24/7.

Follow these steps to manually record a payment in Practice Mate that was not received through

In Practice Mate, Patient Visits serve two important purposes: they’re used to generate claims

If you need to generate billing statements for patients who owe a balance to your practice,

Keeping patient and insurance balances accurate starts with correctly applying

While holidays, work hours, and lunches can be adjusted through the Manage Office

Time Schedules is a feature found under the Manage Office tab in Practice Mate

To process ERA payments as efficiently as possible through Practice Mate's Auto-Post

If you're working in the Accounting tab and need to apply insurance payments,

If you are adding patient intake forms for the first time in Practice Mate/EHR

Follow the steps below to add an insurance entry to your Insurance List.

The Appointments tab—available in both EHR and Practice Mate

Fullscript is a platform that allows providers to prescribe high-quality supplements

Follow the steps below to update the required fields in the Patient Demographics section

Patient Visit Statements are documents that summarize key details from a patient’s visit

Reminder Mate is Office Ally’s automated appointment reminder service that allows you

Reminder Mate is Office Ally’s appointment reminder service that lets

If you need to add a Billing Provider in Practice Mate, you can do so through the Manage

Keeping your records accurate starts with properly receiving and recording payments

Adjustments allow you to update a balance without recording a payment

Adding insurance upfront prevents manual re-entry later when checking eligibility, submitting claims

To add a new user in Practice Mate

Follow the steps below to add an insurance entry to your Insurance List.

In accounting, a Chart of Accounts (COA) is a structured list used