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EDI / Claims
Payments and Adjustments
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.
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.
|Daily Trial Bank Deposit|
|Day End Report|
|Appointment Day Sheet|
|Appointment Verification Report|
The charge interest options allows you to manually trigger the software to charge interest on overdue balances.
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.
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.
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.
|Month End Report||Running Month End|
|Statements||Adjust Insurance Balances|
|Producer Production Analysis Report|
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.
|Power Practice Introduction||Appointment Scheduler|
|Data Entry||Patient Payments|
|Insurance Entry||Basic Adjustments|
|Treatment Entry||Day End Procedures|
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.
|Understanding Insurance Policies||Adjustments|
|Treatment management||Managing Financials|
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.
|Odontogram settings||Treatment codes & Super Codes|
|Treatment Proposals||Notes modules & Comment Templates|
|Periodontal settings||Document Manager use & integrations|
Info Manager – An in Depth Guide to Reporting
This course is designed to help you navigate and build prowerful custom reports in the info manager module.
|Labels and Mail Merge|
Onsite training allows us to work face to face with your staff, minimizing misunderstandings and gaining a better understanding of the software.
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.
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
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….