eaglesoft total 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.

How can Eaglesoft help my practice?

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.

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.

What is other range of end of days in Eaglesoft?

Essentially, Other Range of End of Days assumes that practices run their End of Days procedures perfectly each night in Eaglesoft, that nothing is entered after the End of Days from yesterday.

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 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 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 you check out 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 a production report on eaglesoft?

Running a Production Report in EagleSoftFirst, go into All Reports in EagleSoft.Highlight the Daily Production/Collection Summary report.Click the Process button.

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...

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 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 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 walk out patients in eaglesoft?

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...

How do I check out a patient on Softdent?

To check the patient out, click the appointment tile once and select Check Out. The appointment card is displayed over the patient's ledger. Click Post. The charges are posted to the ledger and the appointment tile is completely grayed out.

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...

How Do I Change My Medical History In Eaglesoft?

Medical History Forms can be found in the List menu. On the Medical History page, see the default history. Alternatively, you can modify or add new forms by New or editing. A medical history form can be viewed in the date field.

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 Eaglesoft Medical History?

Starting with Eaglesoft version 11, the SmartDoc functionality has been integrated. Add Medical History to your computer database (0.0000) so you have an accurate record of important information about your patients. Ensure that patient medical records, such as medication lists, physician orders, allergies, and much more, are viewed and print out.

Why Is It Important To Get Past Medical History?

By knowing one’s family medical history, such as the family’s history of diabetes, a person can reduce her or his risk of developing the disease. The recommended early screening starts as young as 7 – a person whose risk of certain cancers has grown.

How Do You Find A Patient In Eaglesoft?

Filter options on search criteria may appear at the bottom of the screen (in the below link).

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.