EagleSoft 17. Quick Reference Guide. Printed copies of this document are considered uncontrolled Rev

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1 EagleSoft 7 Quick Reference Guide 900..Rev00..0

2 Eaglesoft 7 Quick Reference guide Steps provided within this document are based on access from the Front Office screen and only reflect a few of the many ways to access these features. Making an Appointment in OnSchedule Open OnSchedule by selecting Activities>OnSchedule>Day at a Glance OR Select the computer on the desktop. 8 Use the Services Tab located at the bottom of the window to add service codes to the appointment. 9 Create an appointment by right-clicking on an empty timeslot in OnSchedule and choose Schedule Appointment. Select a patient by simply typing in the patients name or select the patient hyperlink. Select the Add Service button to assign services to this appointment. Select the Add Tx Item button to include items from the selected patient s existing Treatment Plan. If the patient has treatment planned services, a window will prompt you to select from these services to be scheduled. 0 Select the Save button to schedule the appointment. Icons appear on the appointment as reminders of patient information such as Alerts, Prescriptions and Lab Cases. Use the drop-down arrow to select an Appointment Type and Chair assignment. 6 7 Enter the time and duration of the appointment. From the appointment, you can also print appointment cards, add lab cases, process a Fast Walkout or send the selected appointment to the Appointment Queue to be scheduled at another time. For more information on scheduling appointments or OnSchedule in general, please refer to the following FAQ articles: In the Provider Time area, select the drop-down arrow to select a Provider other than the Preferred Provider, if necessary. OnSchedule Appointment Types FAQ Answer ID: 9 OnSchedule Template FAQ Answer ID: Rev00..0

3 Walkout Open Walkout by selecting Activities>Walkout Statement. OR Select the door on the desktop. 9 Select a patient by simply typing in the patient s name or select the patient hyperlink. If the patient has treatment planned services, a window will prompt you to select from these services. 0 In the payment area, enter the desired payment options and select the apply button The payment information will appear in the Walkout alongside the services. Apply multiple payments to this walkout. For example, apply a cash payment and a credit card payment to the same Walkout. Select Save to process this walkout and follow the prompts. Add a service by typing in the service code or select the drop-down arrow to select a Service Code from the service code list. 6 Select the drop-down arrow to designate a Tooth and/or Surface. Distribute the payment among multiple Providers, multiple Patients or services. Select Oldest Bal. First or Oldest Non-Ins Bal. First to distribute payments according to those criteria. Credits will automatically distribute to services on the walkout first, unless this preference option is unchecked. Note: The Walkout Credit Distribution window will only open if the Credit Distribution box is checked on the Walkout tab. Select the Apply button and follow the prompts for insurance claim processing. Select the Show Estimation button to view the specifics pertaining to insurance estimation amounts. For more information on the Walkout or Account in general, please refer to the following FAQ articles: 7 How to Complete Walkout Processing in Eaglesoft Version 6 FAQ Answer ID: 97 Accounting Action Items FAQ Answer ID: 90 8 Select the Recall/Appointment drop-down arrow to view patient recall and appointment information. Select the D button to go to OnSchedule. For more information on Recalls, please refer to the following FAQ article: Tracking Recalls FAQ Answer ID: 90 To add a payment to a walkout, select Add Payment. The Payment panel appears. RECREATE A CLAIM AND/OR RECEIPT To recreate a claim in Account, multi-select the desired services by holding the control key and selecting each service. Then select the Smart Claim button and follow the prompts. To recreate a receipt in Account, multi-select the desired transactions by holding the control key and selecting each transaction. Then select the Smart Invoice button and follow the prompts Rev00..0

4 Making an Account Payment Open Account Payment by selecting Activities>Receive Payment OR Select the checkbook on the desktop. Select a patient by simply typing in the patients name or select the patient hyperlink. Enter the payment information such as type, number and amount. Print a receipt if desired. Select the distribute button to break down the payment among providers, patients or services. Select Line-Item, Provider or Patient to determine where to apply the payment. Select the Oldest Bal. First button or the Oldest Non-Ins Bal First to determine how the payment is distributed among the existing charges. Select Save. For more information on Account payments or the Account in general, please refer to the following FAQ articles: Line-Item Distribution FAQ Answer ID: 9 How to Remove Distribution from Payments/Adjustments FAQ Answer ID: 0 Making an Insurance Payment Open Insurance Payment by selecting Activities>Receive Insurance Payment OR Select the document on the desktop. Select a patient by simply typing in the patients name or select the patient hyperlink. Select Save to process your payment. In the additional screens, determine how the remaining balance and secondary insurance claim will be handled (if applicable). For more information on Insurance Payments please refer to thefollowing FAQ articles: Select from the available open claims. Insurance Payment Distribution FAQ Answer ID: 6 How to Receive Bulk Insurance Payments FAQ Answer ID: 8 Enter the payment information including type, number and amount. Select the Final Payment checkbox if no further payments are expected on this claim. Select Print Payment Receipt if desired. What is faq? Frequently Asked Questions (FAQ) is an online knowledge-base where users can easily get answers about Patterson software products. We encourage you to check out FAQ to learn about your system and find thousands of answers to your questions. To access FAQ from Eaglesoft, select Help>FAQ. FAQ can also be accessed online at Select the CUSTOMER CARE tab and chose FAQ - ONLINE KNOWLEDGEBASE Rev00..0

5 0 Althoff Drive, P.O. Box 67 Effingham, IL Copyright 0. Patterson Dental Supply, Inc. All rights reserved. T006 (9/) 900..Rev00..0