Tx Plan Archives - Power Practice

Mehdi Poptani In 5.2, Power Practice Settings, Tx Plan

Adding Labs to Existing Procedure Codes

version 5.2+ The steps below outline the steps of adding a lab to an existing procedure code. This enhancement comes into effect with the 5.2.04 update. With the update, users will be able to add labs codes to existing procedure codes without deleting them, which was how labs users added…

Mehdi Poptani In 5.2, Insurance and EDI, Tx Plan

Changing the Claim Doctor for Planned Treatments

version 5.2+ This article covers the steps to change the billing doctor for all planned treatments. The steps covered here are to mass change the claim doctor from the Treatment Status report. Select Month End Tasks from Transactions. Check Treatment Status Select OK You may set the Billing Dr. whose…

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 Tx Plan

Email or Print Estimates for Planned Treatments

An estimate for the treatment planned procedures may be required for many reasons. Therefore, it is part of the Checkout process and can also be re-printed or emailed if necessary. This article focuses on printing and emailing the estimates for posted procedures. To learn how to enter the planned treatments,…

Nicole In 5.1, Best Practices, Reports, Transactions, Tx Plan

Case Acceptance Report

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 your producers, giving you an opportunity to identify weak points in your treatment planning, booking, and completion so you can further…

Nicole In 5.0, Tx Plan

Proposal Case Presentation

version 5.0+ Starting in version 5.0 you can break up your proposal into a multi-stage appointment plan which, when accepted, is preserved and transcribed into separate planned appointments with the appropriate planned treatments. This will significantly improve your proposal workflow and simplify the booking process.This article covers the use of…

Nicole In 5.1, Tx Plan

Retaining Proposal Phase Breakdowns

version 5.1+ New to version 5.1, you can now retain your Phase breakdown information and use it to automatically create planned appointments with linked planned treatments. The module will review your Case Presentation phases and breakdowns to mimic your drafted planned appointment stages when accepting the proposal.This article covers how…

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 Tx Plan

Proposals – Creating a Proposal

In this guide, we will learn how to create a Proposal within the Proposals Module. Enabling the Proposal Work Flow setting: To ensure your module functions as described in this article, we must enable the proposal acceptance workflow options. Visit the Patient menu. Select Treatment Proposals. Activate the patient file…

Nicole In Charting, Scheduler, Tx Plan

Linking Planned Treatments to Appointments

This article will guide you through the steps of linking planned treatments to an appointment with prioritization. To schedule the appointment, please check out the linked article: Scheduling Planned Appointments with Linked Treatments Select Patient from the top menu bar Click on Odontogram from the dropdown Hold down the control key while left clicking…

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