Getting StartedUpdated Dec 12, 2025

Setting Up Your First Patient

Walk through adding your first patient, verifying eligibility, and creating an initial plan of care in PRACTIS.

1

Navigate to the Patients page

Click 'Patients' in the dashboard sidebar. Click 'Add Patient' to open the new patient form. You can also import patients in bulk from a CSV file or through your EHR integration.

2

Enter patient demographics

Fill in the patient's name, date of birth, contact information, and insurance details. PRACTIS auto-validates insurance member IDs and flags potential formatting errors before submission.

3

Run eligibility verification

Click 'Verify Eligibility' to instantly check the patient's insurance coverage, copay amounts, deductible status, and remaining therapy visits. PRACTIS checks eligibility in real-time against 2,000+ payers, taking an average of 3 seconds per verification.

4

Create a plan of care

Once eligibility is confirmed, create the patient's initial plan of care with diagnosis codes, treatment goals, and visit frequency. PRACTIS suggests ICD-10 codes based on the referral diagnosis and flags any codes that commonly trigger denials with the patient's payer.

Frequently Asked Questions

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