eaglesoft how to run a new patient report

by Dr. Kyler Schultz MD 4 min read

Videos of Eaglesoft How to Run a New Patient Report

30 hours ago To generate the report, go to Reports | Patients tab. Select the Patient Analysis Report. The Patient Analysis Report summarizes your patient database. It includes information such as: The number of male and female patients; Active and inactive patients; The different age ranges of … >> Go To The Portal


To generate a report of new patients seen: Go to Reports.
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Eaglesoft - New Persons Report
  1. Go to Reports | Patient | New Persons Report.
  2. In the Primary Report Filter, enter the date range for the time frame you want to be included on the report.
  3. Click on Preview Report.

How do I run report on code in eaglesoft?

EaglesoftGo to Reports.Click on Services tab.Select Service Code Productivity Master.Report should show MTD and YTD totals of all procedures for practice by ADA code (no input of date ranges—only MTD and YTD)

How do I export a report in eaglesoft?

Exporting Eaglesoft Report to ExcelRight-Click anywhere on the report | Save Data As.Choose a Save in location | Type a File Name | Click the drop down next to Save as Type and choose Comma Delimited File (*. csv) or Microsoft Excel File (*. ... The report is now available to be opened from the saved location.

How do I link patients in eaglesoft?

Go to Utilities | Patient Transfer with History. Click on the top Patient hyperlink, to select the Patient you will be transferring; click on the bottom Patient hyperlink, to select the Responsible Party you want to transfer the patient to. Click OK. You will receive a Warning, click Yes to continue.

How do you find a patient in eaglesoft?

Go to Activities | Patient Summary....Eaglesoft - Locate a Patient or Family AppointmentClick on "Search Criteria". This will display the search criteria filter. ( See below)In the Classification section, checkmark Family.At the bottom of the filter screen, checkmark Include Family Members.Click the Apply button.

How do I run an aging report in eaglesoft?

How do I run the outstanding insurance aging report in Dentrix, OpenDental, and Eaglesoft?Go to the Office Manager Tab in Dentrix.Then go to “Reports” at the top left of the screen in the toolbar area.Select “Ledger”Select “Insurance Aging Report”If you are trying to get a baseline.More items...•

How do you perform a predetermination on eaglesoft?

Print or Electronically Submit a Pre-AuthorizationGo to Activities | Treatment Plan.Review or create a needed Treatment Plan. ... Make sure Quick Process (at the bottom right of the window) is NOT checked. ... Check the box to Print/Submit Pre-Authorization.Highlight the plan you wish to create a Pre-Authorization for.More items...

What is a dental walkout statement?

A Walkout Statement Walkout statements provide each patient with a quick overview of their dental standing. A walkout statement summarizes their payment balance, logs applicable credit card payments, details insurance information and recaps what appointment they just attended.

How do you add a patient photo on eaglesoft?

Go to the Edit Patient screen for the patient you want to assign the image to.Click on the Patient Photo button (on the right side of the screen). A browse screen will appear.Browse to the location of the image file, select it and click Open. This will import the image into Eaglesoft and assign it as a patient photo.

How do I delete a patient in eaglesoft?

Patients that cannot be deleted can be inactivated in the Eaglesoft system....A patient without any activity or history can be deleted.Go to Lists | Person.Highlight the patient to be deleted.Click the Delete button at the bottom of the window.Click Yes if the message 'Are you sure....' appears.

How do I run the audit trail in eaglesoft?

Go to Reports, Scheduler tab, Scheduler Audit Trail. In the Scheduler Audit Trail Filter, the 'Server Audit Trail Logs' tab will be selected. Choose either Date/Time Recorded or Appt Start Date/Time in the Date Type field. Enter the desired filter criteria and click OK to generate the report preview.

How do you write chart notes in eaglesoft?

2:224:24Eaglesoft - Patient Chart - Clinical Notes - YouTubeYouTubeStart of suggested clipEnd of suggested clipFrom the chart module. We can just click here on the dynamic drop down button. We're then going toMoreFrom the chart module. We can just click here on the dynamic drop down button. We're then going to select new text note. And then here on the upper.

How do I create a treatment plan in eaglesoft?

0:261:54Eaglesoft Training: Andre Talks about How to Treatment Plan in 60 secsYouTubeStart of suggested clipEnd of suggested clipFirst we start with treatment. Plan patient there's no plan for this patient we're going to create aMoreFirst we start with treatment. Plan patient there's no plan for this patient we're going to create a new page a new treatment plan name I'm gonna call this extraction. And implant number 18.