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Practice Mate
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