how to look up patient production report on eaglesoft

by Elna Abbott 9 min read

Eaglesoft and Production Reports | Practice By Numbers …

23 hours ago  · Choose what you would like to see listed on the report: Financial: displays accounts receivable, production, collections, deposits. Patient: gathers specific patient … >> Go To The Portal


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:

Running a Provider Production Report in Eaglesoft
  1. First, go into Providers Reports in EagleSoft.
  2. Highlight the Provider Productivity.
  3. Click the Process button.
  4. Under “Dates” select “Other Range of Dates” from the drop-down.
  5. Under Range – choose the begin and end date for the report.
  6. Click Preview Report.

Full Answer

What are the different types of production reports in Eaglesoft?

Eaglesoft has many types of reports including End of Day, (Month, Year), Production Reconciliation, Provider Productivity, etc. Sometimes offices try to match the production numbers from a Practice IQ dashboard to an End of Day report from Eaglesoft. These reports will not match and each is designed for a different need.

How to find a patient or family appointment in Eaglesoft?

To find a patient or family appointment - you need to use the Appointment Search icon. To pull in the patient, by click on either the " Use Last Patient " button OR the " Patient " hyperlink to bring up Eaglesoft's Patient list.

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 the difference between Eaglesoft's end and practice IQ reports?

Practice IQ reports do not filter by when the date was entered whereas in Eaglesoft's End reports there is a different criteria. One issue is that a "Day" in Eaglesoft is the time that begins after and End of Day is processed until the next End of Day is processed.

How do I run a report in eaglesoft?

From the Practice Management Screen in Eaglesoft, Select Reports | Quick Reports.Select the Quick Report description | Edit Report.Select a Report Included in the Quick Report batch | Edit Filter or Remove it.Select OK to save changes.

How do I find the number of active patients 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 reprint end of day in eaglesoft?

Reprint End of Day Reports through Reports:In Eaglesoft, go to Reports.Find each individual report and filter by 'range of end of days'.Select the End of Day that you need to reprint reports for.Then select Preview Report.

How do I link patients in eaglesoft?

Go to Lists | Person | find your person and Edit. Click on the blue Resp Party hyperlink. Search for the new Responsible Party, you will be moving the patient to; click USE, then click OK. You will receive a warning, click Yes to continue.

What is practice analysis report?

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..

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 can I reprint a batch report?

Look for a "Review" or "Settle" button on your credit card machine. ... Navigate to the correct credit card batch by looking at the ending batch balance number. ... Press the "Close" or "Print" button on your credit card machine to reprint the batch report.

How do I reprint my end of the day?

0:091:18Reprint your 'End of Day' or EOD report - YouTubeYouTubeStart of suggested clipEnd of suggested clipPress the large F key to enter the main menu of your terminal. Then use the down arrow to scrollMorePress the large F key to enter the main menu of your terminal. Then use the down arrow to scroll through the menu screens.

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 I check a patient in eaglesoft?

To pull in the patient, by click on either the "Use Last Patient" button OR the "Patient" hyperlink to bring up Eaglesoft's Patient list. If an incorrect patient is pulled in, use the Change Patient icon in the upper left.

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 put a patient picture 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.