Administrative Reports Month End Report - run at the end of the day on the last day of the month Summary Report - change the date to your office year...
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Administrative Tasks Print or Email Statements Patient Recall List Patients without a recall Process Held Payments Insurance Outstanding Report Ortho report and processing fees Aged Receivables Manager Month End Report...
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For clinicians Review and sign notes For admin Daily Trial Bank Deposit Day End Report Appointment verification Print daysheet for the next day Attach documents to claims Link treatments to...
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During the appointment- Reception - Check the patient in Fill in digital patient forms Update patient medications - Clinical Staff - Update the appointment status to in chair Enter perio...
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Before the appointment Create the new patient file Add insurance coverage Book an appointment During the appointment- Reception - Take a patient photo Check the patient in Fill in digital...
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Description 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...
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Description 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...
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Description version 5.1+ The New Patient Report will provide a means to track patient database activity with ease. Offices may consider patients to be new patients based on: when they...
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Description version 5.1+ The Monthly Goals tab of the new Practice Analysis module will help you quickly review your financial goals and progress, as well as allowing you to easily...
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Description version 5.1+ Enable a setting to automatically adjust the patient/insurance fee split for planned treatments. This feature will only affect planned treatments when submitted for pre-authorization and will not take...
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