Adding reports to SmartDoc prior to running your EOM

To add a report to SmartDoc, open the Reports menu and select a report. In the Report Preview window, select the SmartDoc button.

Use the drop-down lists to select the proper designation under Document History, Document Type,
Document Group and Document Name. Select OK.

Have you reviewed your eClaims Payer ID’s lately?

Although an insurance company’s payer ID number seldom changes, insurances are added (sometimes removed) to the payer ID list on a monthly basis.  It is Patterson’s recommendation that you keep a current copy of our eClaims Payer ID list to refer to as needed.  Our eClaims Payer list can be found on our Frequently Asked Questions (FAQ) page, using Answer ID 2453.  In addition to our eClaims service, our Electronic Attachment, Real-Time Eligibility, and ERA Payer ID lists are also updated on a monthly basis and can be found using Answer ID 5071.

All payer lists can be downloaded and saved as .pdf documents on your office computers; we recommend making a folder on your computer’s desktop and saving these lists for quick reference when adding a new insurance inside of Eaglesoft or simply for review of a currently used payer ID.  If you ever have questions on a specific payer ID and need guidance, please reach out to our eServices Support Department by calling 800-475-5036.

Updating Your Service Fees

How do I update my service fees?
To update your standard office fees, select Utilities | Change Service Fees.
*Exclusive use is required when changing service fees. We also recommend completing this Utility only after you are certain a current backup has been completed.

The Change Service Fee options include:

Use the drop-down list to select the Service Type(s) you wish to update. Use the default, (All Service
Types), to update all fees.

Update Treatment Plan Fees -
Select this check box to automatically update any treatment plans with the new fees. Note: This option will close all existing Pre-Authorizations.

Update OnSchedule Fees -
Select this check box to automatically update any existing appointments with the new fees.

Changing Fees Using Percentages
To change fees by a percentage, enter the percentage number into the Markup Services By area and
hit the Tab key on your keyboard. Use the drop-down list to select Round Fees to the Nearest options. Select the checkboxes Update Treatment Plan Fees and Update OnSchedule Fees if applicable. Select the Apply% button to create a preview of the fees in the list below. Select OK to complete the changes.

Changing Fees Manually
Enter the new fee amount in the New Fee area. Select the checkboxes Update Treatment Plan Fees and Update OnSchedule Fees if applicable. Select OK to apply manual changes.

Please note when changing fees manually: ·       Outstanding Pre-Authorizations will be closed if electing to Update Treatment Plan fees. ·       Appointments that have been scheduled using fees from Fee Schedules will not be changed. Note: This option does not update fees associated with any Fee Schedule that may be assigned to either a Patient or an Employer. These may be updated under Lists | Fee Schedule lists.

Resetting Insurance Balances

I forgot to reset insurance balances during the EOM process. Can I do this now? Go to the Utilities menu and select Mass Updates, then select Reset Insurance Balances. You will then see the same option as you would have during the EOM process. Be sure to input the anniversary month range of 1 to 1 (for January).

Note: Any patients who have been walked out during this time will have to have their totals reset manually.

I elected to reset my insurance balances but I still see several patients whose information was not reset. Why is this?

During the EOM processing, you have the ability to select the month in which you want to reset benefits. By default, if you processed the EOM / EOY on a day in January, the Anniversary month would have been listed as 2 to 2 rather than 1 to 1. It also depends on the setting under Lists | Employers Coverage List. Edit an Employer and make sure the Beg. Month (Beginning Month) is set to 1 (for January). The Employer setup for Lifetime Maximum Applies and Lifetime Deductible Applies can also impact the reset of insurance balances. If these boxes are selected in the Employer Coverage List | Preferences, then the Employer's benefits will not update when insurance balances are reset.