Important: Training Service Changes During COVID-19 – Details Here
Common Assistance (kb)
The quickest way to get help with the most common supported questions.
Bite Sized Learning (videos)
Have a free moment between patients? Watch a quick video to further refine your workflow and skills.
| Adding a Producer | 5.46 min |
| Adjustments | 7.37 min |
| Adding a New Patient | 8.38 min |
| Treatment Entry | 6.02 min |
| Bulk Insurance Cheques | 6.29 min |
New to the Software?
Whether you’re a self learner, prefer the interaction of groups or tailored private sessions, we have you covered.
Video Library
Short videos focused on single topics to quickly get you up to speed.
Online Courses
Work at your own pace type courses that are broken into specific, manageable lessons related to the most common job tasks you’ll perform in the software.
Private Training
Private Training options are geared directly to your practice’s wants and needs. We will work with you in advance of your training day to ensure the training is exactly what you are looking for.
Newest Version – 4.9
Read about the latest enhancements in version 4.9 or watch below as we give you a detailed tour of the major changes.
Ready to upgrade?
- FAQ
- Best Practices
- Setup
Scheduler
EDI / Claims
Reports
Payments and Adjustments
User Accounts
Insurance
Settings
Daily
Running Day End
End of Day Reporting At the end of each day it is recommended to run the Bank Deposit and Day End Report. These reports are located in the Reports Manager to the Billings tab where these two reports are located. These reports have many options and settings to suit the practice needs and can be set to default.
Print an Appointment Day Sheet
This article will guide you through configuring and printing an appointment day sheet. This sheet is typically printed so the office has a paper record of appointments for the day.
| Common Reports | FAQ |
| Daily Trial Bank Deposit | |
| Day End Report | |
| Appointment Day Sheet | |
| Appointment Verification Report |
Monthly
Charge Interest
The charge interest options allows you to manually trigger the software to charge interest on overdue balances.
Update Ortho Plan Fees
Found in the Transaction Module under the Month End Tasks icon, the Ortho Plan Fees options will find all Active Ortho Plans with outstanding Fees or Payments and post them on the system.
Process Held Payments
Found in the Transaction Module under the Month End Task icon, the Process Held Payments is a working report which can generate a list of patients with held payments and credits and allows you to allocate them to open treatments. Doing this monthly helps keep your accounts up-to-date and clean.
Treatment Status
Found in the Transaction Module under the Month End Task icon, there is an interactive Treatment Status report that can be used to track outstanding treatment plans or treatments in progress.
| Common Reports | FAQ |
| Month End Report | Running Month End |
| Statements | Adjust Insurance Balances |
| Producer Production Analysis Report |
General
Downloads
Server
Workstation
Software Bridges
Common Troubleshooting
- Video Library
- Online Courses
- Tailored Services
6.29 min Beginner Transactions Description Learn how to use the Bulk Insurance Tab to enter payments and take-backs. This brief guide will demonstrate the process and provide guidelines on Insurance...
8.38 min Beginner Patient File Description In this basics video, we will learn how to create a new family, add a family member, and make basic profile notes. We will...
7.31 min Beginner Recalls Description Setting up and using Recalls in Power Practice is simple. This video will show you how to add a recall to a patient’s file, how...
6:02 min Beginner Transactions Description Enter treatments using the Transactions module, build claims, edit their fees and submit them electronically to the insurance carrier. Topics Covered: Post: Enter treatments using...
7:37 min Beginner Transactions Description Adjustments are an important part of Office operation. We will perform a few common adjustments in this video, visiting the ledger after each one to...
5.46 min Beginner Producers Description Learn how to create a new Producer, new chairs and how to link them. We will also create a weekly schedule for our producer, before...
11:24 min Intermediate Insurance Description Through this video we'll learn how to use the Insurance tab of the Patient File Module by adding two policies, the first of which is...
9:01 min Beginner Transactions Description This video reviews the different Ledger types and then demonstrates how to enter a payment, allocate funds, and perform simple refunds. Topics covered: Ledger: Learn...
PX 101 Basics
This entry level course is for new administrative (reception) or clinical staff with little or no experience using Power Practice software. We have provided basic instruction for managing patient data, insurance, scheduling, treatment entry, taking payments, simple adjustments, and performing day/month end procedures. We suggest using this course in conjunction with the Power Practice training database installed on every workstation Power Practice is installed on. Please note the training database is connected to the software and cannot be installed on personal computers.
| Topics Covered: | |
| Power Practice Introduction | Appointment Scheduler |
| Data Entry | Patient Payments |
| Insurance Entry | Basic Adjustments |
| Treatment Entry | Day End Procedures |
| General Ledger | |
PX 201 Advanced
This advanced course is designed to provide participants with a greater understanding of Power Practice. We will provide instruction on processing insurance payments, understanding insurance reports, treatment proposals, managing planned treatment, managing recalls, processing held payments, adjustments, using the accounts receivable manager, practice analysis reporting, and custom reports.
| Topics Covered: | |
| Understanding Insurance Policies | Adjustments |
| Treatment management | Managing Financials |
| Recall Lists | Extras |
| Payments | |
PX 301 Advanced
This advanced course is designed to provide participants with a greater understanding of the Power Chart module and it’s features. The aim of this course is to bring to your attention the available functions and conveniences added with Power Chart and help you get the most out of them.
We will discuss the settings available within each module in detail, along with creating Super Codes and Comment Templates, setting unique producer colours, filtering treatment history and much more . We’ll explore the Treatment Proposals module, the improved Chart Alerts, the Document Manager and even custom reports using the Info Manager.
This course is not intended to teach the basics of daily use for the Odontogram or Periodontal charts. For help in those topics, please call our Training department.
| Topics Covered: | |
| Odontogram settings | Treatment codes & Super Codes |
| Treatment Proposals | Notes modules & Comment Templates |
| Periodontal settings | Document Manager use & integrations |
| Info Manager | |
Onsite Training
Onsite training allows us to work face to face with your staff, minimizing misunderstandings and gaining a better understanding of the software.
Remote Training
Online training is also customized to your office needs and can be fit in over an extended lunch hour. This option is great for one to five people when travelling is not an option.
Consultation
A Power Practice professional will work with you to review your current Power Practice processes and optimize the software to work harder for you. We will also take this one step further to ensure we align your software processes to meet the needs of you clinic processes and business goals.
Upcoming Live Events
If you have any question about our training, consultation or live events, please feel free to contact us.
Mon to Fri: 6am – 5pM PST
Saturday & Sunday: Closed
Tel: 604-468-6820 option 2
TF: 1-888-808-6223 option 2
UPDATE - April 14th: Our live phone support is now available again. March 16, 2020 Dear Power Practice Clients, In light of COVID19, our support and training team members...
Type: Email Sent: 04-30-2019 We’ve received reports that CDA.Net has been sending out communication to practices requesting they update their Itrans version to 4.0. Power Practice has put together a knowledge-base article to help guide you through these settings. This update needs to be completed prior to July 1st, 2019. Please…
Type: Email Sent: 04-30-2019 Good Day, We have received reports that CDA.Net has been sending out communication to practices requesting they update their Itrans version to 4.0. Power Practice has put together a knowledge-base article to help guide you through these settings. This update needs to be completed prior to July 1st, 2019. Please take…
Type: Email Sent: 04-10-2019 Good Day, We have received reports that Green Shield Canada (GSC) has been sending out communication to practices requesting they enable Coordination of Benefits (COB) in their Practice Management Software. For Power Practice customers that have received this request from GSC, we’ve put together a knowledge-base article to help guide…
Claimsecure has been experiencing an issue with their claims adjudicating system since Monday, Mar 25th. The issue is EXTERNAL to ITRANS. For more details and to follow the status of this issue, please visit https://www.goitrans.com/
iTrans has announced support of their Windows ICA application before version 3.0, will end June 30, 2019. Offices running an old Windows ICA need to be updated to v4.1 before this date to avoid interruption to their EDI processing of claims. Power Practice is already compatible with this new version…
Microsoft has announced that after January 14, 2020, they will no longer provide security updates or support for PCs running Windows 7. Regular updated from Microsoft are a crucial part of maintaining the stability, compatibility and security of your system. We recommend you speak with your office tech or I.T….
Are you selling your practice or buying an existing practice? We have found that when a practice has been bought or sold, information that may make the transition go smoothly has either been overlooked or forgotten when it comes to the production and collections figures of the practice. The following…
Year end is fast approaching, in order to keep your Power Practice software running at its optimal level please consider the following suggestions: Statements Change the comments for November and...
If the office will be closed for the Holidays, you can easily update your Power Practice scheduler to reflect that. Office closed for multiple days: 1. Set your scheduler to...
Team Huddle Having a morning meeting can be an important part of your day and the Team Huddle can help with that. Available in version 4.8 is a new reporting option that can...
Practice Analysis Available in version 4.8, this new module is designed for the practitioners and office managers. Track and analyze the movements of Power Practice staff by their login. This module works to its...
