Reports Archives - Power Practice

Mehdi Poptani In 5.2, Reports, Scheduler

Patients Not on Recall List Enhancement

version 5.2+ This article highlights enhancements made to the 'Patients Not on Recall' list in the reports manager. This enhancement allows users to look up patients who do not have a recall line added from when their accounts were created, or since their last visit. This makes it easier to…

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…

Marielle Mercado In Reports, Transactions

Process Held Payments Report

Overtime payments can be left unallocated to any treatments or "floating" in the ledger. To help clean up your aged receivables, we suggest running a report of all unallocated payments to ensure they are applied to the correct claims on a regular basis.This is a warning blockThis is an information…

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…

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 5.1, Reports

Practice Analysis Tab

[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”steadysets-icon-stopwatch” color=”Accent-Color”]2.29 min[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-user” color=”Accent-Color”]Beginner[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Accent-Color”]Reports[/text-with-icon][/vc_column_inner][/vc_row_inner][divider line_type=”Full Width…

Nicole In 5.1, Reports

Audit Log

version 5.1+ The Practice Analysis module added in version 4.8 has been renamed Audit Log and given two entirely new tabs. The Audit Log records the date, time, user login, and changes made within the program.To use this feature, Extended Auditing must be enabled on in the Environment Settings. Only…

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