Practice Mate

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

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Understanding Payer Enrollment for Electronic Transactions

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

Recording ERA Payments in Practice Mate

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

Appointment Settings and Reports

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

How to Merge Patient Records in Practice Mate or EHR 24/7

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

Adding Patients to Practice Mate and EHR

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

How to Manually Record Payments in Practice Mate

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

Creating a Patient Visit

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

Generating Patient Billing Statements

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

How to Apply a Payment in Practice Mate

Keeping patient and insurance balances accurate starts with correctly applying

How to Block a Provider or Staff Schedule for Events

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

How to Set Up Time Schedules in Office Ally

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

Applying Payments in Practice Mate

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

Applying ERA Payments Manually in Practice Mate

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

How to Create Your First Intake Forms

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

Adding Insurance Entries in Practice Mate

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

How to Use the Appointments Tab in Practice Mate or EHR

The Appointments tab—available in both EHR and Practice Mate

Fullscript Integration FAQ

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

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