4 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: Here is an example (click on the image to pull up the full report): The Patient Analysis Report is a real-time report. There are no filtering capabilities. >> Go To The Portal
Welcome to seamless integration. Eaglesoft is your entire dental practice management solution, from patient scheduling and insurance claims to paperless charting and digital image manipulation. Eaglesoft’s simple and easy-to-use interface streamlines your day-to-day operations and increases your practice’s efficiency. Now that’s smart.
Utilize Eaglesoft to process reports that will show you the total new patients seen for a certain time frame. Eaglesoft’s Patient Master Report and filter by first visit date – this can give your office a key indicator of how many new patients are seen monthly.
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.
Detailed Treatment Plans Report Another area of reporting that is crucial to track on a regular basis, is the practice’s outstanding treatment proposed, found under the Detailed Treatment Plans report. Analyze your practice and review what treatment has been proposed to your patients and how much was accepted and scheduled.
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.
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.
3:364:44Check In & Check Out Patients - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo check out a patient. Select the patient. And right click click on checkout.MoreTo check out a patient. Select the patient. And right click click on checkout.
Eaglesoft - Walkout Services from the Patient's ChartSelect the service(s) to be walked out. ... Ensure the service(s) wanting to be included on the walkout have the status set to walkout.Click the Fast Walkout button on the right side of the Chart window.More items...
The Practice Analysis report is used to provide a breakdown of the charges, payments and adjustments for the CPT and HCPCS codes, a breakdown of the method of payments and adjustments, and a breakdown, by provider, of the total number of claims, charges, payments, and adjustments..
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 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...•
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.
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...
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.
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.
0:264:20Eaglesoft - Patient Perio Chart - YouTubeYouTubeStart of suggested clipEnd of suggested clipIf you click on the drop down under process there are other paths already created in there but youMoreIf you click on the drop down under process there are other paths already created in there but you will have to make sure that you change the process every single time before you get started charting.
Every office should be looking at this on a monthly, if not a weekly basis.
Many software programs have an accounts receivable report that can be filtered with different methods. Make sure to look at your report without filtering to ensure an accurate number. Any credits on your Accounts Receivable are part of your practice and should be taken into consideration when calculating a percentage of monthly production.
Many practices that accept insurance payments, whether participating with insurance plans or not, need to look at the Outstanding Insurance Claims reports and balances out to insurance, to be sure there is a consistent flow of collection into the practice from these outstanding insurance claims.
Review your Provider reports to look at the procedures that were performed by the specific providers, as well as the production, collection and adjustment totals.
Service Productivity Reports will show your practice production by service category and coding. These reports will show how many were charged out for the month/year, this year average fee and the productivity total for the current month and year to date.
Another area of reporting that is crucial to track on a regular basis, is the practice’s outstanding treatment proposed, found under the Detailed Treatment Plans report. Analyze your practice and review what treatment has been proposed to your patients and how much was accepted and scheduled. If not scheduled, research the reason why.
New patient numbers and current patient retention are built on the patients’ trust with your team. Evaluating the practice growth with all team members helps to motivate and grow the practice! Utilize Eaglesoft to process reports that will show you the total new patients seen for a certain time frame.