Power Practice
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Joyce Chua

In 5.1, How To Articles

Password Protect Document Manager Files

version 5.1+ The Document Manager is used as a digital file cabinet for each patient account. You can lock and password protect files added to the Document Manager, or the Forms Manager, within the Document Manager module. You will need a Daily Password from support to delete password protected files.…
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In 5.1, Best Practices, Reports, Transactions, Tx Plan

Case Acceptance Report

version 5.1+ The Case Acceptance Report will allow you to review vital statistics on Planned, Incomplete, and Proposed treatments. It will clearly demonstrate the acceptance and completion rates of your producers, giving you an opportunity to identify weak points in your treatment planning, booking, and completion so you can further…
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In 5.1, Patient Information

Patient Audit Trail

version 5.1+ Review a patient file's change history using the Audit Trail feature. This will provide information about changes made to the Patient File module only. Open the Patient File module. Activate the right patient. Right click in the module window. Choose Audit Trail. Set the Date Range to search…
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In 5.1, Patient Information

Letter Merge Options

version 5.1+ In the past, only patients who had a Referred By record could utilize the Letter Merge feature. Starting in version 5.1, this feature is now available for any patient with information in their Referral tab.Some of the steps in this article require some pre-requisite Microsoft Word settings to…
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In 5.1, How To Articles, Insurance and EDI, Ortho

Separate Ortho Limit

version 5.1+ Insurance Ortho Charges and Limits can now be tracked separately from the Total Patient Limit. With this change, the treatment will split patient/insurance fees based on the category limit only and not on the general insurance balance remaining. Visit the Patient File module. Activate the appropriate patient file.…
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In 5.1, How To Articles, Insurance and EDI

Insurance Details Screen

version 5.1+ Find the same Insurance Details information window in various parts of the program. This uniform update will help reduce confusion when reviewing the insurance information from different parts of the program. Transactions: Visit the Transactions module. Select the Treatment tab. Right click the insurance company listed in the…
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In 5.0, Tx Plan

Proposal Case Presentation

version 5.0+ Starting in version 5.0 you can break up your proposal into a multi-stage appointment plan which, when accepted, is preserved and transcribed into separate planned appointments with the appropriate planned treatments. This will significantly improve your proposal workflow and simplify the booking process.This article covers the use of…
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