Eaglesoft, a Patterson Technology. New Features Guide

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1 Eaglesoft, a Patterson Technology New Features Guide

2 Volume XVI 2016 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. Eaglesoft 18 device ID Eaglesoft 18 Dual Database device ID U Eaglesoft 18 Dual Database CA device ID C Eaglesoft 18 Digital device ID DICOM Media device ID DICOM Network device ID Lorin Library device ID 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 Provider Password... 1 Search by Cell Phone Number... 2 Masked Social Security Number... 3 Masked Social Security in Claims... 3 Employers by Group Number... 4 Fee Manager... 5 Importing Fee Schedules... 5 Exporting Fee Schedules in Fee Manager... 6 Update Standard Fees... 7 XCharge Upgrade for EMV cards... 7 Provider Merchant ID/Username Setup... 8 ID Policy Holder by Patient Member ID Walkout Insurance Estimation Insurance Payments via Credit Card Schick 33 changes Hygiene Task Sidexis 4 Integration Add link to FAQ search in Reports Online Menu Release Notes Index 19

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.

4 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. Provider Password Eaglesoft requires each user to have a password assigned. We require that passwords should be at least 8 characters long and include an uppercase letter, a lowercase letter, a number and a special character. After the initial log in, the Provider Password will appear, prompting you to enter a password and set up security questions and answers. 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. Page 1

password securely. Contact Support and give them the Identification number.

5 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. 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. 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. Page 2

When using Search, sort by cell phone number using the drop-down list under Sort. Select Cell Phone.

Masked Social Security Number Social Security numbers are now displayed as masked in the Person and Edit Patient, Provider

To view the number in an unmasked form, place your cursor in the Soc.Sec field and select the field.

6 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. 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. Masked Social Security in Claims In the Claim screen, the Social Security number is now masked in the View Claim area. To view the masked number: 1. Select the desired claim. 2. Select View Claim. Page 3

3. In View Individual Insurance Claim, select Show SSN.

7 3. In View Individual Insurance Claim, select Show SSN. The Social Security number will be displayed for 15 seconds and then masked again. Show SSN Hide SSN 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 4

Fee Manager Use the Fee Manager to easily copy fees from one location to another.

To access Fee Manager, go to Utilities Mass Updates Fee Manager.

8 Fee Manager Use the Fee Manager to easily copy fees from one location to another. Export data pertaining to Standard Fees, Fee Schedules and Coverage Books from one location to another. To access Fee Manager, go to Utilities Mass Updates Fee Manager. Importing Fee Schedules Import a file or choose Replace the Fees in an Existing Fee Schedule(s), Create a New Fee Schedule(s) or Skip Fee Schedules. Note: Any services that are not included in the import file will not update or change. Available Fee Schedules Summary of selected Fee Schedules Choose Replace Fees in Existing Fee Schedule(s) to replace the current fee with the fee schedule of your choice. Page 5

Choose Create a New Fee Schedule(s) to create a new fee schedule based on the current fee selected. Choose Skip Fee Schedules to bypass the current fee in the list.

Select the checkbox next the Fee Schedule name to create a new Fee Schedule. You can rename the Fee Schedule by selecting the name field and entering a new name.

9 Choose Create a New Fee Schedule(s) to create a new fee schedule based on the current fee selected. Choose Skip Fee Schedules to bypass the current fee in the list. Note: No services will be removed from the existing Fee Schedule. Treatment Plan Fees and OnSchedule Fees will not be updated automatically. Those fees will need to be manually updated. Select the checkbox next the Fee Schedule name to create a new Fee Schedule. You can rename the Fee Schedule by selecting the name field and entering a new name. To move patients to the newly created Fee Schedule: 1. Select Move Patient/Employers to New Fee Schedule(s). 2. Select either or both Move Employers and Move Patients checkboxes. 3. Select the drop-down list next the existing Fee Schedule(s) and select the new Fee Schedule. Follow the same steps to Import Standard Fees and Import Coverage Books. Exporting Fee Schedules in Fee Manager Fees can also be exported using the Fee Manager. To access Fee Manager, go to Utilities Mass Updates Fee Manager. Quickly create a file with fees to be imported to another Eaglesoft location. To begin, select Export Fee Schedule, Coverage Book and/or Standard Fee in the Fee Manager. Page 6

In the Fee Manager, select the Fee or Fees you wish to export. Select Finish to export fees to a file location on your computer. Note: Only service codes and fees will be exported.

Update Standard Fees XCharge Upgrade for EMV cards Update the Master Standard Fee either by selecting the Master Standard Fee under Current Item when Replacing Fees in Existing Standard Fee(s) or by

10 In the Fee Manager, select the Fee or Fees you wish to export. Select Finish to export fees to a file location on your computer. Note: Only service codes and fees will be exported. Additional information such as Use Write Off will need to be manually configured. Update Standard Fees XCharge Upgrade for EMV cards Update the Master Standard Fee either by selecting the Master Standard Fee under Current Item when Replacing Fees in Existing Standard Fee(s) or by selecting to Update Master Standard Fees when Creating New Standard Fees. Open Edge s XCharge is a credit card processing service that works with Eaglesoft. To sign up for an XCharge account, contact your eservices Sales Specialist at A new XCharge Credit Card setup form will be available to integrate credit card payments in Eaglesoft. To begin, go to Utilities Credit Card Setup. Page 7

11 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 XCharge on your Machine to locate the XCharge executable. Provider Merchant ID/Username Setup Current Eaglesoft User for just this Workstation Use these settings for current user on the current workstation. Page 8

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

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

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

Selected user for all Workstations (Global) Use these settings for Selected User,

12 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 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. All Users for just this Workstation Use these settings for All Users in Eaglesoft on the current workstation. Page 9

If you have multiple Merchant ID and Usernames to set up, use the Merchant ID and Username to

13 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 10

Select Edit. 3. In the Edit Employer window, select Preferences.

14 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. The Patient Member ID number will appear on the claim under Policyholder/Subscriber ID (SSN or ID#). Page 11

Walkout Insurance Estimation The Walkout Estimation information has been moved to allow you to review the details of the estimation that was calculated during the Walkout process.

15 Walkout Insurance Estimation The Walkout Estimation information has been moved to allow you to review the details of the estimation that was calculated 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 12

Enhancement Mode B is softer and less grainy.

16 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. Page 13

of the data share should be listed under the Computer field. The Share name should be configured as the Data folder.

17 The default for the Hygiene task is 60%. 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. Page 14

18 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. 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 15

Online Menu Changes have been made to the Online Menu to include only links to websites that take you outside of Eaglesoft.

19 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. Online Menu Changes have been made to the Online Menu to include only links to websites that take you outside of Eaglesoft. Note: You can also customize your toolbar to add the Electronic Claims and Statements to your standard toolbar options. Newly included areas are: eservices Websites Patterson Websites Partner Websites Page 16

20 The Electronic Claims and Statements have been removed from the Online Menu but can still be found on the Activities menu similar to previous versions. Release Notes As with any software release, we rely on the valuable discovery and feedback process of our beta cycles to ensure the highest quality of our product. However, unforeseen situations can arise when upgrading to a new version of Eaglesoft. Please visit our Frequently Asked Questions website Answer ID to review these instances and their associated troubleshooting tips, along with other release notes. Page 17

21 Index C Cell Phone Number 2 E Employers by Group Number 4 EMV cards 7 I Insurance Payments 12 P Provider Password 1 R Reports 15 S Schick 33 changes 13 W Walkout Insurance Estimation 12 Page 19

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Eaglesoft, a Patterson Technology. New Features Guide

Eaglesoft, a Patterson Technology New Features Guide Volume XVI 2015 Patterson Dental Supply, Inc. All rights reserved. Microsoft and Windows are trademarks of Microsoft Corporation. All other trademarks,