This article assumes your office has setup the Ortho Plan module correctly within in Power Practice.
See the Additional Resources section at the bottom of this page for a link to the setup article.
Description
If you have setup and started using the Ortho plan feature in Power Practice, you can update/post your monthly fees with great ease. This brief guide will walk you through the process.
Step-by-Step
- Visit the Transactions module.
- Select the blue calendar icon found in the upper right, the “Month End Tasks” icon.
- Select the “Ortho Plan Fees” option.
- Select the “Ok” button to continue.
- Set the date you would like to use; the program will post charges where needed up to and including this date. It should never double-post fees for anyone if used correctly.
- Select the “Ok” button to proceed.
- The Ortho module can be setup to produce paper claims and auto-post payments when this task is performed.
- If you have set it up to do so, you can follow the claim print outs to the appropriate patient files to bill their newly posted fees via EDI.
- If you have not setup automatic claim printouts, you can use your Day End report to find the names of all the patients who had a new Ortho treatments posted (93331-93333).
Additional Resources
