Practice Mate

Find answers to your Practice Mate questions around functionaliy, workflows and best practices

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Setting Patient Demographic Required Fields in Practice Mate

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

Printing Visit Statements in Practice Mate

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

Using Reminder Mate in Office Ally

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

Settings for Reminder Mate

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

Adding a Billing Provider in Practice Mate

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

How to Record a Payment in Practice Mate

Keeping your records accurate starts with properly receiving and recording payments

How to Apply an Adjustment in Practice Mate

Adjustments allow you to update a balance without recording a payment

Adding Insurance Entries in Practice Mate

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

Add a New User in Practice Mate

To add a new user in Practice Mate

Adding Insurance Entries in Practice Mate

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

How to Manage Chart of Accounts in Practice Mate

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