1.5.2 Entering (Posting) Treatment 

With the Claim fields addressed, we can now discuss the remaining fields and how to build a claim.

Creating a Completed Treatment Claim

The first field, Trt Date, defaults to today’s date. It is the date on which the Treatment was rendered.

1. Enter the Procedure Code, then tab twice to bypass the (ellipses) button.
   Note: The ellipses box can be used to find a treatment code.
2. Add the Tooth #, and Surfaces if required. Some procedures will require a sextant or arch instead.
3. If the patient has an insurance policy on file, the program will split the total cost based on the given coverage percentages set.
   Note: The splits provided by Power Practice are not insurance provided estimates. They are based on the category coverage % set on their insurance page.
   To adjust splits manually, click on the Splits button. You will also find messages pertaining to the splits in the highlighted box (eg. Deductible added)
   
   
4. Procedure costs are based on the Fee Schedule in use. The Total amount can be changed manually, and should affect the Split estimate as well.
5. The Pr. drop-down allows you to choose the producer who provided the treatment.
6. Click Save.
   
   Note: The treatment is added to the current Claim box and the cursor is automatically returned to the Code field, allowing for quick entry of the next code.
7. Repeat the above steps until all procedure codes are entered, then review the information listed. If one or more lines are incorrect highlight one line at a time. The information will populate the data fields again allowing you to make the necessary changes (date, procedure code, tooth # and surface, dollar amount or producer). Save to keep any changes made.
   
   Note:Click the Delete button to remove a line, click the New button to add a line.
8. Click the Submit button. The Treatment Flow window will open giving access to a series of action windows in order to complete the transaction.
   
9. Use the drop-down menus to perform specific tasks as required:

• Update Recalls: Select No in the Update Recalls field if there is a future recall due date displayed. Select Yes if there is no future recall due date displayed. The system will then access the Patient Recall window.
• Submit Claim:Select Yes if printing a Standard Claim Form (Patient to sign). Select No if not submitting to an insurance company. Select EDI if submitting electronically to an insurance company.
• Add Payments: Yes will move you to the Patient Payment screen. No leaves you on the current tab

Click OK to initiate the processes.

You can review the claim you just created by investigating the Treatment sub tab (bottom left).

Creating a Planned Treatment Claim

1. Create a New Claim and change the Claim Status to “P” (Planned)
2. Once the Claim status is set, the process for data entry is the same as Completed Claims. Fill in all the data fields available as before.
3. Once the claim is fully built you can submit it using the Submit button.

The Treatment Flow window appears as before. The key difference when working with Planned claims is that Submission to EDI will provide an insurance Estimate.

Submitting Planned claims is the best method for providing accurate insurance coverage estimates. These estimates are provided based directly on the Patient’s remaining coverage balance.

Similar to Completed claims, you can review the claim you just created by investigating the Planned/Incomplete sub tab (bottom left).

Adding Labs

When procedure codes involve labs are entered, Power Practice will automatically add the code immediately after adding the treatment line. Simply adjust the cost if you wish, then save the lab line to add it to the claim. Continue entering data as before. Once the claim is fully described, Submit your work to initiate the Treatment Flow window again.