Best Practices Archives - Power Practice

Mehdi Poptani In 5.2, Best Practices, Patient Information

Tracking Lab Using Patient Referrals

version 5.2+ This article covers the ways in which the referrals manager can be used to track in-office or external lab requests. This will enable users to produce reports that on active and completed labs that will help them keep track of these procurements.To set up a lab as a…

Mehdi Poptani In 5.2, Best Practices, Reports, Tx Plan

Updating Planned Fees Utility

version 5.2+ Planned Fees can now be easily updated using this new utility available to you directly from the Month End Tasks. From the Transactions screen, Select Month End Tasks Select Update Planned Fees Select OK Adjust the Start and End Dates of the period in which planned fees need…

Mehdi Poptani In 5.2, Best Practices, Power Practice Settings, Scheduler

Assigning Default Producers and Units to Recalls

version 5.2+ Power Practice 5.2 will now enable you to add default producers and units to recall codes. When those recall codes are then assigned to patients, the producer and units will be auto filled depending on the code selected.If no default producer is assigned to a recall code, it…

Marielle Mercado In Best Practices

Monthly and Yearly Reports

Month End Report - run at the end of the day on the last day of the monthSummary Report - change the date to your office year for your Year End ReportProcedure Analysis ReportProductivity ReportCase AcceptanceMonthly Goals ( video / article )Producer Production and Payment Analysis ReportProduction Reporting for the ODAAnnual…

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 Best Practices

Handling an existing patient visit

Check the patient inFill in digital patient formsUpdate patient medicationsUpdate the appointment status to in chairEnter perio readingsComplete the planned treatments performed todayPrepare the next appointmentEnter clinic notesSign the notesSubmit claim to insurancePrint estimate for planned treatmentsCollect patient paymentPrint patient receipt or statementBook the next appointmentUpdate today's appointment status to…

Marielle Mercado In Best Practices

Handling a new patient visit

Create the new patient fileAdd insurance coverageBook an appointmentTake a patient photoCheck the patient inFill in digital patient formsSave documents to the Document ManagerUpdate patient medicationsUpdate the appointment status to in chairUpdate the Odontogram dentitionEnter pre-existing treatments and conditionsEnter perio readingsEnter planned treatments and treatments completed todayPrepare the next appointmentAdd…

Nicole 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…

Nicole In Best Practices, Patient Communication

Setting up Microsoft Word for Email Attachments

Power Practice interfaces with Microsoft Word and Outlook for several tasks. We can setup Word to include an easy-to-use email link option. This will significantly reduce the steps required to send items directly to their destination. Open Microsoft Word. Select the File menu in the top left corner. Visit Options.…

Best Practices

Tracking Lab Using Patient Referrals

Updating Planned Fees Utility

Assigning Default Producers and Units to Recalls

Monthly and Yearly Reports

Monthly Tasks

End of Day Tasks

Handling an existing patient visit

Handling a new patient visit

Case Acceptance Report

Setting up Microsoft Word for Email Attachments

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