eaglesoft master patient report instruction

How do I access Eaglesoft patient notes?

Tip: This is just one way to access Eaglesoft Patient Notes, to learn other ways, use the link below to access Eaglesoft documentation. Launch Eaglesoft from your desktop. Click on the Account button to find the patient you'd like to see notes for.

Can I run reports in Eaglesoft to match dental Intel metrics?

An accurate report in Eaglesoft that will match Dental Intel metrics is possible. This article shows you how. Eaglesoft has a number of reports that can be run to derive production, collection, and adjustment numbers. These reports can also be run in several different ways. We do NOT recommend running reports using an “ End of Days ” period.

How do I view notes made by a patient?

Click on the Account button to find the patient you'd like to see notes for. At the patient account screen, use the patient notes () icon to see all of the note history for the patient. This sections provides an example of Patient Notes entries made by various YAPI features.

How do I run a new patient report in eaglesoft?

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

How do I run statements in eaglesoft?

There are a few ways to access the Statement Wizard in Eaglesoft:On the Practice Management, Integrated or Clinical main screens, click on the Statement Wizard icon in the main toolbar.While in the Integrated Mode, you can easily click on the Statement Wizard icon on the desktop.More items...

How do I create a patient chart in eaglesoft?

Double click directly on the schedule where you'd like to appoint the new patient. This will open a Patient Appointment screen. In the upper left corner, double click on the blue, underlined word “Patient”. A Patient List screen will appear, click the “New” button.

How do I see how many active patients are in eaglesoft?

Take a look at the 'Active' and 'Inactive' patients in the middle of the page on this report. A patient is considered active in Eaglesoft if the Active box is checked in their preferences.

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...•

What is walkout in eaglesoft?

Answer ID 9249. Eaglesoft - Learn about what the walkout is and how it will help your office. Environment: Eaglesoft, all versions. Answer: The Walkout Statement is the invoice of services rendered for each patient.

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.

Is eaglesoft hard to learn?

Eaglesoft is best for our dental practice because we can pull so many reports for patients, insurance, billing, the list is endless. It is user friendly and very easy to learn.

How do I change the chart view in eaglesoft?

6:418:34Eaglesoft - Patient Chart - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo we're going to change the chart status to referred. Click back onto the number three and then we'MoreSo we're going to change the chart status to referred. Click back onto the number three and then we're gonna go to our Quick Pick buttons there is a button for RCT for broken out treatment.

What database does Eaglesoft use?

SybaseCareful consideration needs to be given when deciding on a backup strategy for this software. The biggest problem is that Eaglesoft uses Sybase for its backend database and not SQL.

How do you close a chair in Eaglesoft?

From the Practice Management Screen in Eaglesoft, go to Lists | Provider/Staff....Open the Schedule.Go to the correct date on the Schedule.Right-Click on any Chair name | Close Chair.Enter a Description | click OK.Confirm hours are updated.

How do you do end of day in Eaglesoft?

Eaglesoft Version 21 and AboveGain Exclusive Use of Eaglesoft by having all users Exit Eaglesoft. ... From the Practice Management screen in Eaglesoft, go to Activities | Process End of Period.Select End of Day | Expand End of Day Processing | Select Run Manually.Enter a Description reflecting the End of Day being processed.More items...

How Do I Link Patients In Eaglesoft?

To transfer a patient’s history, go to Utilities. On the top of the Patient hyperlink, select the Patient who will be transferred; bottom Patient hyperlink, specify whom the Patient will transfer to; middle Patient hyperlink, specify who will have the responsibility for the transfer. Click OK. When the Warning button is pressed, you will be given the option to continue.

Where Can I Find Active Patients In Eaglesoft?

Find out more in this report’s middle page about the Active (> Inactive) and inactive patients. In Eaglesoft, they are defined as active if the Active button appears in the preferences.

What Is A Patient’S Past Medical History?

A patient’s past medical history (abbreviated PMH), is what medical doctors believe has been prepared as part of their evaluation.