13 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
Eaglesoft makes it easy to move appointments in the scheduler. Move an Appointment to Another Time Slot on the Same Day: Left click on the appointment and drag it to the open time slot.
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.
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.
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...
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...•
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.
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...
From the Practice Management Screen in Eaglesoft, go to Activities | Process End of Period.Choose the End of Year tab on the left | Expand End of Year Scheduling.Set the Date and Time for Scheduling. ... Click Save Schedule.Go to the Summary tab to see a summary of the scheduled End of Year Processing.More items...
A Walkout Statement Walkout statements provide each patient with a quick overview of their dental standing. A walkout statement summarizes their payment balance, logs applicable credit card payments, details insurance information and recaps what appointment they just attended.
Recreate an Insurance ClaimLocate the correct service(s) on the Account screen.Click on the service to highlight it. ... Select the Smart Claim button.Click OK | Yes in the Recreate Claim screen.Make any necessary changes to the Insurance Questions screen and click OK to process the claim.
To Add the New Alert to a Patient:Open the patient's Edit Patient screen.Click on the Alerts button.The 'available alerts' are on the left. Highlight the needed alert and click on the Add button. This will move the alert to the Alerts for this Patient section.Click OK.