32 hours ago To access the report: Go to Reports | Patients tab and scroll down the list to find the Patient Master Report. Filter for Patients only, Policy Holders only or Responsible Parties only: Click the drop-down arrow next to the Marked As: box. Select from people that are check marked in Edit Person screen as a: Patient; Responsible Party; Policy Holder >> 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.
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.
Running a Production Report in EagleSoftFirst, go into All Reports in EagleSoft.Highlight the Daily Production/Collection Summary report.Click the Process button.Under “Dates” select “Other Range of Dates” from the drop-down.Under Range – choose the begin and end date for the report.Click Preview Report.
Open OnSchedule and click on the Month At A Glance (MAAG) icon. In this view in the bottom left corner, Eaglesoft will show the total number of patients with their first appointment scheduled in the selected month. For a more detailed list, double click on the New Patients hyperlink.
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.
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...•
From the Activities Menu, choose Process End-of-Year. Select the checkboxes associated with the reports you wish to print, they will default to being checked. Select OK. The prompt 'All report data will be reset after EOY is processed.
Patients that cannot be deleted can be inactivated in the Eaglesoft system....Inactivate a Patient/PatientsGo to Lists | Per.Edit the person you wish to inactivate.Click on the Preferences button.Uncheck the box marked Active in the Financial Preferences area.
Eaglesoft - Add / Edit an Insurance CompanyGo to Lists | Insurance Companies. If you are in Practice Management mode, choose Insurance Companies from the Lists menu. ... Choose New or Edit. The New or Edit Insurance Company window is displayed.Enter the information for the insurance company.
Access the option to Schedule Family Appointments:Right-click on any blank time unit. Click Schedule Family.Click on File | New. Click Family Appointment. - or you can click Create Family Appointment from the drop-down list on the toolbar icon.
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...
Epic Basic Appointment Scheduling. When a patient has completed their appointment, you can check her out directly from the Appointment Desk window by jumping to the Check Out Patient window. You can also check patients out from other places in Epic, including the Department Appointments report.
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.
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.