Eaglesoft, a Patterson Technology. New Features Guide

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1 Eaglesoft, a Patterson Technology New Features Guide

2 Volume XVI 2015 Patterson Dental Supply, Inc. All rights reserved. Microsoft and Windows are trademarks of Microsoft Corporation. All other trademarks, which appear in these pages, are the property of their respective owners. Adobe and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Subject to the terms of our Agreement, Adobe is distributed through a non-exclusive, non-transferable, worldwide, royalty-free license to reproduce and distribute the software Althoff Drive P.O. Box 1267 Effingham, IL Corporate Sales Fax Technical Support Technical Support Fax Web Site Address:

3 Contents Overview 1 Eaglesoft, a Patterson Technology... 1 Search by Cell Phone Number... 1 Masked Social Security Number... 2 Employers by Group Number... 2 Provider Password... 3 X-Charge Upgrade for EMV cards... 4 Provider Merchant ID/Username Setup... 5 ID Policy Holder by Patient Member ID... 6 Walkout Insurance Estimation... 8 Insurance Payments via Credit Card... 8 Schick 33 changes... 9 Hygiene Task... 9 Sidexis 4 Integration Add link to FAQ search in Reports Discontinued Features Corrected Issues Known Issues Index 15

Overview Eaglesoft, a Patterson Technology Welcome to Eaglesoft version 18. The following guide will introduce and breakdown all of the enhancements and features included in this new version.

5 Overview Eaglesoft, a Patterson Technology Welcome to Eaglesoft version 18. The following guide will introduce and breakdown all of the enhancements and features included in this new version. Search by Cell Phone Number We have added Cell Phone as a searchable area for locating patients. In the Person List, search for patients using cell phone number. When using Search, sort by cell phone number using the drop-down list under Sort. Select Cell Phone. You can also sort the results by cell phone number by selecting the column header Cell Phone. Page 1

Masked Social Security Number Social Security numbers are now displayed as masked in the Person and

The masking takes place after you enter the number in the Person window.

The Social Security Number appears masked on all reports.

6 Masked Social Security Number Social Security numbers are now displayed as masked in the Person and Edit Patient, Provider windows. The masking takes place after you enter the number in the Person window. To view the number in an unmasked form, place your cursor in the Soc.Sec field and select the field. The Social Security Number appears masked on all reports. Employers by Group Number Search or filter for Employers by Group Number. In the Employers/Coverage List, select the Group Number header to resort the list by Group Number. To Search by Group Number, simply enter the number in the Find field. Page 2

Provider Password Add a Provider password under the Edit Provider/Staff Password area.

This Provider Password combines with your Time Clock password to reduce the number of passwords needed to secure your office.

three security questions (and answers) to help you safely reset your forgotten password.

7 Provider Password Add a Provider password under the Edit Provider/Staff Password area. NOTE: Passwords are case sensitive This function has been moved from the Security area to the Provider/Staff area. This Provider Password combines with your Time Clock password to reduce the number of passwords needed to secure your office. If the password is forgotten when you are logging into the system, the Security Question and Answer section allows you to set up three security questions (and answers) to help you safely reset your forgotten password. If the Security Questions are not answered correctly, the following message appears. Select the Or contact Patterson Support hyperlink to receive the identification number needed for Patterson Support to help you reset your password securely. Page 3

Contact Support and give them the Identification number. The specialist will then provide you with a password that allows them to assist you in resetting your password.

Merchant ID Setup Enter the Merchant ID and Merchant ID Description. To add another Merchant ID, select Save and enter another ID.

8 Contact Support and give them the Identification number. The specialist will then provide you with a password that allows them to assist you in resetting your password. X-Charge Upgrade for EMV cards A new X-Charge Credit Card setup form will be available to integrate credit card payments in Eaglesoft. To begin, go to Utilities Credit Card Setup. Merchant ID Setup Enter the Merchant ID and Merchant ID Description. To add another Merchant ID, select Save and enter another ID. Workstation Setup for Transactions To process both credit and debit cards, select both checkboxes in this section. Provider Merchant ID/Username Setup There are multiple arrangements that can be made in this area to suit your practice needs. See Provider Merchant ID below for more. User Name Setup Enter the Username, Password and Password Confirm (re-enter the password again). To enter multiple Usernames, select Save and enter additional information. Path to Credit Card Processor Executable Use the browse button or enter the path for XCharge. Select the Find X-Charge on your Machine to locate the X- Charge executable. Page 4

Provider Merchant ID/Username Setup Current Eaglesoft User for just this Workstation Use

Current Eaglesoft user for all workstations (Global) Use these settings for the current user

You can also set it up that a Selected User only has permissions to make transactions as

Selected User for just this Workstation Use these settings for selected user, specify the

9 Provider Merchant ID/Username Setup Current Eaglesoft User for just this Workstation Use these settings for current user on the current workstation. Current Eaglesoft user for all workstations (Global) Use these settings for the current user on all workstations in your network. You can also set it up that a Selected User only has permissions to make transactions as seen here. Selected User for just this Workstation Use these settings for selected user, specify the user an on the current workstation. Selected user for all Workstations (Global) Use these settings for Selected User, specify the user and all workstations in your network. As with Current User and Selected User, you can setup transactions permissions for All Users. Page 5

If you have multiple Merchant ID and Usernames to set up, use the Merchant ID and Username to designate the additional settings.

10 All Users for just this Workstation Use these settings for All Users in Eaglesoft on the current workstation. All Users for all Workstations Use these settings for All Users in Eaglesoft on all workstations in your network. If you have multiple Merchant ID and Usernames to set up, use the Merchant ID and Username to designate the additional settings. ID Policy Holder by Patient Member ID Member IDs for Insurance plans help your practice get paid faster by making individual plans easier to identify. Page 6

Go to List Employer/Coverage List and select the desired employer. 2. Select Edit. 3.

11 The Primary and Secondary Member ID now allow you to have unique Policy Holder ID numbers for each patient under the same Responsible Party. To identify the Policy Holder by Patient Member ID: 1. Go to List Employer/Coverage List and select the desired employer. 2. Select Edit. 3. In the Edit Employer window, select Preferences. In the ID Policy Holder By section, select the radio button Patient Member ID. Select OK to save your preference. Page 7

12 The Patient Member ID number will appear on the claim under Policyholder/Subscriber ID (SSN or ID#). Walkout Insurance Estimation The Walkout Estimation information has been moved to allow you to review the details of the estimation during the Walkout process. To access the Walkout Estimation in the Account window, right-click on the desired transaction. Select Show Estimation from Walkout. The Estimation window appears. Insurance Payments via Credit Card To accommodate Insurance entities that wish to make payments via credit card, Eaglesoft now allows you to accept card payments in the Insurance Payments area. Page 8

Select the desired Enhancement Mode for your needs after acquiring images.

13 Schick 33 changes Enhancement Mode A/B Enhancement Mode A is the default mode. To switch to Enhancement Mode B, select the checkbox Enhancement Mode B. Enhancement Mode B is softer and less grainy. Select the desired Enhancement Mode for your needs after acquiring images. Hygiene Task In addition to the existing tasks, Hygiene has been added. From the Task menu, select General Dentistry, Endodontic, Hygiene, Periodontic and Restorative. The default for the Hygiene task is 60%. Page 9

Sidexis 4 Integration Setting Your Preferences On the General tab for Preferences within the Eaglesoft application, the machine name for the location of the data share should be listed under the

14 Sidexis 4 Integration Setting Your Preferences On the General tab for Preferences within the Eaglesoft application, the machine name for the location of the data share should be listed under the Computer field. The Share name should be configured as the Data folder. The Sidexis Mailbox Path must also be set in Eaglesoft. This will be automatically set if either Sidexis is installed on the same machine, or the setting is retrieved from the Eaglesoft server when the Eaglesoft client application starts up. Browse to your path at File Preferences X-Ray. If Sidexis is installed on an independent machine, the location of the Sidexis mailbox will need to be manually configured in Eaglesoft. The ideal location for this is the Eaglesoft data share folder, since all should have access to that for Eaglesoft use, but it can be where ever the mailbox file is configured to be stored within Sidexis. Page 10

Acquiring and Importing This Integration provides an easy interface between Eaglesoft and Sidexis 4. Acquire your image and quickly import that image back into Eaglesoft patient record.

15 Acquiring and Importing This Integration provides an easy interface between Eaglesoft and Sidexis 4. Acquire your image and quickly import that image back into Eaglesoft patient record. To use the Sidexis interface in Eaglesoft, first select the patient in Eaglesoft. Select Launch Sidexis and acquire an image. In the Sidexis exam, select the Send Image to Communication Partner button to send this image to the interface dialog where you can choose to import it into Eaglesoft. No image template will be created. Use the Import Selected button to import multiple images. Use the Delete Selected button to delete the selected. Note: deleting an image only removes the image from the mailbox and not from Sidexis. If Sidexis is configured to automatically send images to the communication partner, a copy of the image taken will be placed in the Sidexis mailbox to be picked up by the Eaglesoft server. Images sent can be imported from the Eaglesoft Sidexis dialog. Add link to FAQ search in Reports Not sure which report you need? Access our Advanced Report Search feature in FAQ from a direct link in the Reports menu. In the Report Listing, use the hyperlink at the bottom of the screen to use the FAQ Report finder. The link takes you directly to FAQ Page 11

16 Follow the steps provided in FAQ 6700 to select the options and find the report desired. After you find the desired report, return to Eaglesoft and search for the report by name. Discontinued Features Discontinued features include: The Patient Sync Utility Walkout Statement Utilities Free form entry in OnSchedule Page 12

17 Corrected Issues The following areas have been modified in Eaglesoft 18 Update: RX Writer Prescriptions with expiration dates display correctly on the Prescription History Report. OnSchedule The Next Arrival Indicator is displaying correctly on the Appointment as well as the rest of the appointment information. Walked out appointments are turning gray after the walkout is complete. OnSchedule no longer need to be refreshed for new appointments to appear. Treatment Plan In the Treatment Plan, the primary estimation remains the same after making changes to the secondary estimation. SmartDoc Errors Performance issues have been addressed Scanning errors pertaining to the sti.dll have been addressed. Fast Checkin As of Eaglesoft 18, Fast Checkin can no longer be installed on a Server Only configuration. Known Issues Pre-Authorizations Pre-authorizations are only showing primary insurance in the Claims screen. Preferences Preferences and Dropbox items are being cropped from view. Treatment Plan Treatment Plan approved amounts cannot exceed remaining benefits. If the approved by insurance treatment is the last item in your Treatment Plan, the insurance may not calculate correctly. Claims Screen The top claim is closing instead of the highlighted claim. OnSchedule When dragging an appointment to a new location, the appointment doesn t display as Page 13

18 moved until you close and reopen OnSchedule. Employer Screen When added a new insurance company via the Insurance company hyperlink in Employer, the Use option is disabled. Arrival Indicators Arrival Indicators are not updating correctly across the network. Person Screen When linking the primary insurance to the responsible party, the responsible party primary member ID is appearing as the new patient primary member ID. Patient Search Search by middle initial is not searching correctly. Page 14

19 Index C Cell Phone Number 1 D Discontinued Features 11 E Employers by Group Number 2 EMV cards 4 I ID Policy Holder by Patient Member ID 7 Insurance Payments 8 P Provider Password 3 R Release Notes 12 Reports 11 S Schick 33 changes 9 Sirona 10 W Walkout Insurance Estimation 8 Page 15

Eaglesoft, a Patterson Technology. New Features Guide

Eaglesoft, a Patterson Technology New Features Guide Volume XVI 2016 Patterson Dental Supply, Inc. All rights reserved. Microsoft and Windows are trademarks of Microsoft Corporation. All other trademarks,