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All Staff Training

Training on how to best utilize Suno

Written by Blake Bays
Updated over 3 weeks ago

In the series of documentation and videos below, you'll learn how to utilize Suno as a beginning user. Be sure to also take advantage of the practice items with each section in order to best familiarize yourself with the fundamentals of using Suno.

Getting Started (17 minutes)

  1. Logging in to Suno (3 minutes)

  2. Changing Your Temporary Password (1 minute)

  3. Managing Your Signature (1 minute)

  4. Setting Up Your Schedule (3 minutes)

  5. Manage Work Shifts (2 minutes)

  6. Create and Manage Tags (2 minutes)

  7. Create and Manage Templates (5 minutes)
    ​

Patients (20 minutes)

  1. Quick Add a New Patient (2 minutes)

  2. Patient Header Overview (4 minutes)

  3. Searching and Filtering (2 minutes)

  4. Chart Notes (6 minutes)

  5. Patient Portal (2 minutes)

  6. Merge Patient Profiles (2 minutes)

  7. Deactivating Patients (2 minutes)

Practice Items

  • Create a new patient

  • Edit a patient's demographics and contact info

  • Merge two patients

  • Deactivate a patient

  • Add a note, alert, and task on a patient

Full Patient Documentation for Further Learning

Scheduling (21 minutes)

  1. Creating and Managing Appointment Types (3 minutes)

  2. Using the Scheduling Module (3 minutes)

  3. Creating Appointments for Existing Patients (5 minutes)

  4. Appointment Statuses (2 minutes)

  5. When a Patient Arrives at the Clinic (4 minutes)

  6. Rescheduling Appointments (2 minutes)

  7. Marking Appointments as No-Show (2 minutes)

Practice Items

  • Create an appointment type if there isn’t one already (under Settings)

  • Schedule an appointment

  • Reschedule an appointment to another day/time/provider

  • Mark a patient as arrived, no-show, and completed

  • Experiment with ways to view the schedule

Full Scheduling Documentation for Further Learning

Inventory (11 minutes)

If you do not have the Administrator group as a User, this section will not apply.

  1. Introduction to the Inventory Module (9 minutes)

  2. Adding to the Master Catalog (2 minutes)

Billing (38 minutes)

  1. Adding Insurance Policies to a Patient's Profile (5 minutes)

  2. Add New Hearing Aids (required to add hearing aids to an invoice) (9 minutes)

  3. Creating a New Invoice (4 minutes)

  4. Accepting Patient Payment (2 minutes)

  5. Filing an Insurance Claim (4 minutes)

  6. Filing Insurance Claims for Binaural Hearing Aids (1 minute)

  7. ERAs (3 minutes)

  8. Insurance Payments and Adjustments (5 minutes)

  9. Refunding a Patient (2 minutes)

  10. Generating Purchase Agreement Templates (3 minutes)

Practice Items

  • Create and edit an invoice

  • Prepare an invoice to submit to Claim.MD (but don't actually submit it)

  • Record a test payment (cash, check)

  • View payment history on the patient account

  • Issue a refund

Full Billing Documentation for Further Learning

Tasks and Patient Communications (24 minutes)

  1. Clinic Tasks (4 minutes)

  2. Touchpoints (4 minutes)

  3. 2-Way Texting with Patients (4 minutes)

  4. How to Fax Documents (3 minutes)

  5. Campaigns (4 minutes)

  6. Sending Bulk Emails (2 minutes)

  7. Scanning in Suno (3 minutes)

Practice Items

  • Send a test SMS to yourself

  • Send a test email to yourself

  • Add a task for yourself and for a coworker

Reaching Support

Getting Help and Providing Feedback

Related Articles
2-Way Texting with Patients
Searching and Filtering
Reporting Overview
Learning Suno Video Series
Verify Insurance Eligibility with Claim MD
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