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Processing Ortho Plan Fees

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

  1. Visit the Transactions module.
  2. Select the blue calendar icon found in the upper right, the “Month End Tasks” icon.
  1. Select the “Ortho Plan Fees” option.
  2. Select the “Ok” button to continue.
  1. 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.
  2. Select the “Ok” button to proceed.
  1. The Ortho module can be setup to produce paper claims and auto-post payments when this task is performed.
  2. 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.
  1. 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