How To Articles Archives - Page 8 of 24

Nicole In 5.1, Best Practices, Patient Information, Reports

New Patients Report

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 are entered into the program, when they first come in for any treatment or when they come in for a specific…

Nicole In 5.1, Best Practices, Reports

Monthly Goals

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 compare production over different timelines. Visit the Practice Menu atop the program window. Select Practice Analysis. Setup: We will need to…

Nicole In 5.1, Tx Plan

Changing Producers for Planned Treatments

version 5.1+ Edit planned and incomplete treatments before their completion to update/change the producer associated. You no longer need to delete the treatment to post it again under a different producer. Visit the Transactions module. Activate the appropriate patient file. Visit the Treatments Tab. Select the Planned/Incomplete tab near the…

Nicole In 5.1, Transactions

Hide Producer Last Names on Statements/Receipts

version 5.1+ Choose to hide your producer's last names from statements and receipts. This article will help you quickly enable this option for your desired producers. Receipts: Visit the Transactions module. Select the appropriate patient file. Select the Print icon. Select Patient receipt. Select Ok. If it isn't already, enable…

Nicole In 5.1, Patient Information

Referral Revamp

version 5.1+ Use the new Referral Audit Trail to help you review your patient's referral history.The new audit trail records will not work retroactively. Only new referral data will be detailed and tracked. Therefore, you may not see referral records in the Audit Trail history if they were made before…

Nicole In 5.1, Scheduler

Review Work Schedules

version 5.1+ The new Work Scheduler report utility was created to help you establish finer control over your producer's work schedules. This utility will allow you to review the work entries for the given date range, gathering all producer work schedule information in one convenient, easy to read report. Visit…

Nicole In 5.1, Patient Information

No Default Providers Required

version 5.1+ Typically, when adding a new patient to your database Power Practice will require a default producer and hygienist are set. Moving forward, the Patient File module no longer requires a default Hygienist. The dropdown starts blank and allows you to fill it in manually. The program can be…

Nicole In 5.1, Best Practices, Insurance and EDI

Enabling Automatic EOB adjustments for Preauthorization

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 effect for Complete or Incomplete treatments. Visit the Transactions module. Select the Treatments tab. Select the wrench icon in the upper…

Nicole In 5.1, Ortho, Transactions

Optional Ortho Codes

version 5.1+ In version 5.1 and above, you can now set custom treatment codes to be used for individual patient plan Ortho fees. This will be instrumental for provinces in which the Ortho codes can vary between plans.This guide covers the use of Optional Ortho billing codes. It does not…

Nicole In 5.1, Scheduler

Find Appointments Report

version 5.1+ The Find Appts option resides within the Search Blocked Off Report, added in version 5.1. Find Appts will aide you in searching for specific appointments such as planned appointments, appointments with a Reschedule type, or those with selections such as "Lab", "Short Notice" and other tick box options…

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