How To Articles Archives - Page 4 of 24

Mehdi Poptani In Insurance and EDI, Transactions

Moving an Insurance Payment to Another Patient

This article is a guide of how to reallocate an insurance payment from one patient in a family to another patient part of a different family.In this scenario, the insurance company is asking you to move the payment from this patient since the treatments were reversed, to another patient part…

Mehdi Poptani In Insurance and EDI, Transactions

Refunding an Insurance Payment

This article will guide you on how to enter an insurance refund adjustment for a reversed claim.When a claim is reversed (CV status), and the insurance company is asking for a refund of the payment, you will need to post a refund adjustment. Select the Adjustments tab from the Patient…

Mehdi Poptani In Charting, Transactions

Adding Treatment to a Supernumerary Tooth

This article will outline how to post treatments for a supernumerary tooth from the Odontogram and from the Transaction screen. In the Odontogram, select the treatment code Select the status of your treatment From the Select Tooth window, enter 99 in the Tooth field Select Accept Review your entry in…

Mehdi Poptani In Insurance and EDI, Power Practice Settings, Transactions

Consolidate Labs from the Insurance Company Settings

This article is a guide on how to consolidate labs in the insurance company settings. Select the Practice menu Select Maintenance Manager Double-click on Insurance Companies from the Insurance tab In the Criteria field, add the insurance company code Select Search Select the company from the results of your search.…

Mehdi Poptani In 5.0, Insurance and EDI

Printing Purged EDI Claims

version 5.0+ This article is a guide on how to search for and print purged EDI responses. Select the Office menu Select EDI Manager from the drop-down Right-click on the table and select View Purged EDI Claims From the Archived EDI Claims window, Select Patient to search for patient Select…

Mehdi Poptani In Insurance and EDI, Patient Information

Adding Patient Insurance

This article is a guide to add existing and new insurance policies into your patient files.Adding a Policy That Exists in Your Power Practice1 Select the Create Record icon. 2 Select the Policy Holder from the dropdown list. NOTE: If the Policy Holder is not in the dropdown list, they…

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 5.0, Reports, Scheduler

Appointment Status Tracker Report

version 5.0+ The Appointment Status Tracker, allows you to review the history of status changes made to appointments within a given date range. This will help you identify when the appointment status was changed and by whom. Visit the Scheduler module. Select the Utilities icon, the cog wheel in the…

Nicole In Insurance and EDI

Keeping your Office Insurance Company Settings Up to Date

This is a warning block Features used by specific insurance companies Eligibility - supported by ADSC, Autoben, Beneva, HPEI- Public Health Dental Programs, Quickcard, and TELUS Adjudicare Multi-Page Predetermination - supported by Alberta BC, Group Health Benefits Solution, Group Source, HPEI- Public Health Dental Programs, Manion Wilkins and Simply Benefits…

Nicole In Fee Schedule

Updating a custom Office (O) Fee Schedule

This is a warning blockThis is an information blockThis is a note blockThis article explains how to back up and update a custom office (O) fee schedule if your office has this in place of/in conjunction with a regular fee schedule. If you are unsure if your office uses an…

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