Recalls (video)

7.31 minBeginnerRecallsSetting up and using Recalls in Power Practice is simple. This video will show you how to add a recall to a patient’s file, how to book it, and how to update it after the appointment. We will also learn to link Recall codes to existing appointments.Topics Covered: Recalls:…
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Treatment Entry | Transactions Module (video)

6:02 minBeginnerTransactionsEnter treatments using the Transactions module, build claims, edit their fees and submit them electronically to the insurance carrier.Topics Covered: Post: Enter treatments using the Transactions module. Learn about the different claim status’, splits, and producer selection. Edit: Make changes and corrections to your claim before submission. Submit: How…
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Adjustments (video)

7:37 minBeginnerTransactionsAdjustments are an important part of Office operation. We will perform a few common adjustments in this video, visiting the ledger after each one to help refine our understanding of the ledger.Topics Covered:  Transfers: Move fees from patient to insurance, and vice-versa. Allocation: Adjustment allocations require a certain level…
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Adding a Producer (video)

5.46 minBeginnerProducersLearn how to create a new Producer, new chairs and how to link them. We will also create a weekly schedule for our producer, before adding them to our scheduler view settings.Topics covered: Producers: Create a new Producer and fill in their details. Chairs: Create a new Chair(s) for…
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Setting up an Insurance Policy (video)

11:24 minIntermediateInsuranceThrough this video we'll learn how to use the Insurance tab of the Patient File Module by adding two policies, the first of which is found in the system and the second is filled in manually. We'll discuss the necessary fields and their function before getting into the details…
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Selling or Buying an Existing Practice

Are you selling your practice or buying an existing practice? We have found that when a practice has been bought or sold, information that may make the transition go smoothly has either been overlooked or forgotten when it comes to the production and collections figures of the practice. The following…
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Wrapping Up The Year

Year end is fast approaching, in order to keep your Power Practice software running at its optimal level please consider the following suggestions: Statements Change the comments for November and December to reflect your holiday hours and remind patients to pay off the balance of the account prior to year…
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