Transactions Archives - Power Practice

Mehdi Poptani In 5.2, Insurance and EDI, Transactions

EDI – Reprint Response from Transactions

version 5.2+ This article will guide you on how to reprint EDI responses directly from Transactions. The feature will only let you reprint the latest EDI response from the primary insurance carrier. Secondary responses will be needed to printed from the EDI Manager. Go to Transactions In the treatment tab,…

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 Transactions

Auto Print Receipt or Walk Out Statements

Receipts and walk out statements can be set to print automatically after posting a patient payment for a smoother workflow. Follow the steps below to set it up for your clinic.Edit only the options shown in this article to avoid disruptions to your clinic. Do not edit the other options…

Marielle Mercado In Transactions

Print or Email Receipts and Walk Out Statements

Prior to a patient leaving a dental office, it is recommended that a Receipt or Walk Out Statement be provided. The patient has the option to have a printed copy or an emailed copy. A Receipt details the patients’ treatments, the patients’ financial responsibility per item, and payments applied to…

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.…

Nicole In 5.1, Insurance and EDI, Transactions

Insurance Attachments

version 5.1+ You can now submit attachments electronically to support your insurance claims. For a more streamlined workflow, you can also enable multipage predeterminations and enable attachments along the way.Only certain carriers support the Attachment function. Check the supported transaction types for each provider with CDAnet here.This article applies to…

Nicole In 5.1, Insurance and EDI, Transactions

Enabling Multipage Predeterminations

version 5.1+ Submissions for pre-approval have previously been limited to seven items per claim. You can now submit your entire treatment plan at once instead of manually breaking it up into separate seven item claims, so long as the insurance company supports the feature.This feature will only be available to…

Transactions