Power Practice Blog - Practice Pointers

Marielle Mercado In Patient Information, Reports, Scheduler

Patients Without A Recall Report

Run this report to find patients without any recall information in Power Practice. Patients without a recall suggests they have not been in the clinic for a regular cleaning appointment. The list generated may include fake patients created by your office for practice or note purposes.This is a warning blockThis…

Marielle Mercado In Reports, Scheduler

Send a mass recall reminder email

You can send email reminders to a list of patients for their recall directly from Power Practice as part of your recall list workflow. This article assumes you are familiar with working with the recall list. Please see the linked article below to learn how to use the report before…

Marielle Mercado In Reports, Scheduler

Patient Recall List

The patient recall list will provide a list of patients due for their recall or hygiene appointments. Use this as a working list to call patients or send an email directly from the Power Practice. Only patients with a recall line will be in this report. Run a report of…

Marielle Mercado In Best Practices

Monthly Tasks

Print or Email StatementsPatient Recall ListPatients without a recallProcess Held PaymentsInsurance Outstanding ReportOrtho report and processing feesAged Receivables ManagerMonth End Report - run at the end of the day on the last day of the month

Marielle Mercado In Best Practices

End of Day Tasks

Review and sign notesDaily Trial Bank DepositDay End ReportAppointment verificationPrint daysheet for the next dayAttach documents to claimsLink treatments to next day appointmentsBlock time off

Marielle Mercado In Charting

Posting Existing Conditions and Treatments

For a more efficient charting method, enter existing conditions and treatments at the same time with the conditions window. The conditions window allows for the entry of a select number of existing treatments and conditions while updating the patient's dentition making new patient charting faster.This is a warning blockIf the…

Marielle Mercado In Patient Information

Using Patient Forms

Patient Forms are used in office through a secure wifi connection. The forms are sent from Power Practice to a mobile device such as an ipad, tablet, or a laptop for the patient to fill in before their appointment. The form can automatically update basic patient information to ensure you…

Marielle Mercado In Patient Information

Using the Document Manager

The Document Manager is an electronic file folder which can hold various types of documents for each patient. Organize, password protect, and add files directly from your computer or your scanner.This is a warning blockRead this article to find out how to password protect files in your Document Manager.This is…

Marielle Mercado In Scheduler

Booking a Regular Appointment

There are three types of appointments to be entered into the Scheduler: Regular appointment, Planned appointment, and a Recall appointment. Each is created by a unique method. Regular appointments are created directly in the Scheduler tab and is the focus of this article.This is a warning blockThis is an information…

Marielle Mercado In Tx Plan

Email or Print Estimates for Planned Treatments

An estimate for the treatment planned procedures may be required for many reasons. Therefore, it is part of the Checkout process and can also be re-printed or emailed if necessary. This article focuses on printing and emailing the estimates for posted procedures. To learn how to enter the planned treatments,…