For example, the Money Finder will help you find patients who have had an endo service, have not followed it up with a crown service, have met their deductible ad have at least $500 in remaining benefits. Imagine the revenue opportunity when you have this information at your fingertips!
Tuesday, March 31, 2015
Money Finder
The Money Finder is appropriately named,
as it does just that - finds the hidden money in your practice. It performs
this function by accessing a variety of areas in your system, including
appointment status, insurance status, recommended work and planned treatment
status, and completed service status. Depending on the parameters you
determine, The Money Finder
queries your patient base and produces a concise list of patients who fit your
practice's particular needs at any given moment.
For example, the Money Finder will help you find patients who have had an endo service, have not followed it up with a crown service, have met their deductible ad have at least $500 in remaining benefits. Imagine the revenue opportunity when you have this information at your fingertips!
For example, the Money Finder will help you find patients who have had an endo service, have not followed it up with a crown service, have met their deductible ad have at least $500 in remaining benefits. Imagine the revenue opportunity when you have this information at your fingertips!
Wednesday, March 18, 2015
Provider Hours and Custom Hours
Provider Hours determine what time the schedule is opened
and closed for the chair it is assigned to. Provider Hours also determine what
time each provider is available for appointments. Hours are setup individually
under each Provider. To setup Provider Hours go to Lists |
Provider/Staff | Edit the Provider & select Hours button. For more
information on how to setup your provider hours reference FAQ 11279.
Additionally, Custom Hours per Provider is a feature
designed to allow you to customize provider hours by individual calendar dates that are different from the provider’s
normal working hours. To setup Custom Hours go to Lists | Provider/Staff
| Edit the Provider, select Hours button,
and select the Custom Hours button. For more information on how to setup custom
hours for your providers reference FAQ 11395.
Monday, March 16, 2015
Common Eaglesoft Report Questions
How can I see how many active and
inactive patients I have?
You can view the Patient Analysis report.
See Eaglesoft - Patient Analysis Report or the System Inquiry - FAQ 14713
See Eaglesoft Utility - System Inquiry - FAQ 14709
Can I get a list of all the active patients in Eaglesoft?
You can use the Patient Master report to find the list;
See Eaglesoft - Filter the Patient Master Report - FAQ 20457
How can I see how many patients were seen in our office over a specific time frame?
The Provider Productivity report, found under Reports | Providers shows the total number of visits, it is broken down by provider as well as giving the office total.
See Eaglesoft - Total Patients Seen on Provider Productivity Report - FAQ 102
Can I tell how many new patients we saw over a specific time frame?
The New Persons report allows you to pull this information.
See New Persons Report or you use the Patient Master Report - FAQ 404
See Eaglesoft - Filter the Patient Master Report - FAQ 20457 for additional information on how to filter by first visit date.
What report will show the total production and collections for each provider?
The Provider Productivity report, found under Reports | Providers, breaks down the totals for each provider as well as showing the office total for the specified time frame.
How can I tell where the collections total on the Day Sheet and the Provider Productivity report is pulling from?
The Collections Reconciliation report, found under Reports | Financial, shows all transactions that are affecting the total collections on the Day Sheet and Provider Productivity; these report totals are designed to match.
How can I tell where the production total on the Day Sheet and the Provider Productivity report is pulling from?
The Production Reconciliation report, found under Reports | Financial, shows all transactions that are affecting the total production on the Day Sheet and Provider Productivity; these report totals are designed to match.
How can I tell where the adjustments total on the Day Sheet and the Provider Productivity report is pulling from?
The Adjustments Reconciliation report, found under Reports | Financial, shows all transactions that are affecting the total adjustments on the Day Sheet and Provider Productivity; these report totals are designed to match.
How can I find all accounts that have a credit balance?
The Accounts Receivable by Responsible Party report can be used.
See Eaglesoft - Run a Report to Show Accounts with a Credit Balance - FAQ 166
How can I tell how much is owed to our practice by patients and how much is due from insurance claims?
The Accounts Receivable by Responsible Party report, found under Reports | Financial, shows this information. The report breaks out each account into Current, 30 Days, 60 Days, 90 Days, Contract (Payment Plan), Total A/R which is the total amount due on the account. Then it lists the Estimated Insurance for all open claims on the account, due from the insurance company as estimated based on information entered into Eaglesoft, which is subtracted from the Total A/R and gives the Due Now. This is the patient portion total for all patients on the account. The last page of the report will show you the total of all accounts.
Can I see the number of times a service code was performed in a specific time frame?
The Service Type Productivity - Detailed report has this information available; however, this is a report that shows month-to-date and year-to-date totals so it does reset after each End-of-Month is processed.
See Eaglesoft - Productivity Report - FAQ 103 for details on running and saving the report.
My End of Day reports didn't print, how can I reprint them?
See Eaglesoft - Reprint the End-of-Day (EOD) Reports - FAQ 309 for steps on how to reprint.
I chose not to print my End of Year reports but now I need some information from them, how can I access to reprint?
See Eaglesoft - How to Reprint End-of-Year Reports After EOY Processing has been Completed - FAQ 12745
How can I get the list of patients that have remaining insurance benefits?
The Money Finder can be used to pull this list.
See Eaglesoft - Report to Show Patients with Remaining Insurance Benefits - FAQ 3062
I am trying to match the totals on my reports and they aren't the same numbers. Why is this?
The reports in Eaglesoft are designed to pull from different areas so some will not match when compared to others.
Eaglesoft - End-of-Day Reports that are Designed to Match- FAQ 3116 shows the reports that are designed to match so you can verify the numbers are showing correctly.
You can view the Patient Analysis report.
See Eaglesoft - Patient Analysis Report or the System Inquiry - FAQ 14713
See Eaglesoft Utility - System Inquiry - FAQ 14709
Can I get a list of all the active patients in Eaglesoft?
You can use the Patient Master report to find the list;
See Eaglesoft - Filter the Patient Master Report - FAQ 20457
How can I see how many patients were seen in our office over a specific time frame?
The Provider Productivity report, found under Reports | Providers shows the total number of visits, it is broken down by provider as well as giving the office total.
See Eaglesoft - Total Patients Seen on Provider Productivity Report - FAQ 102
Can I tell how many new patients we saw over a specific time frame?
The New Persons report allows you to pull this information.
See New Persons Report or you use the Patient Master Report - FAQ 404
See Eaglesoft - Filter the Patient Master Report - FAQ 20457 for additional information on how to filter by first visit date.
What report will show the total production and collections for each provider?
The Provider Productivity report, found under Reports | Providers, breaks down the totals for each provider as well as showing the office total for the specified time frame.
How can I tell where the collections total on the Day Sheet and the Provider Productivity report is pulling from?
The Collections Reconciliation report, found under Reports | Financial, shows all transactions that are affecting the total collections on the Day Sheet and Provider Productivity; these report totals are designed to match.
How can I tell where the production total on the Day Sheet and the Provider Productivity report is pulling from?
The Production Reconciliation report, found under Reports | Financial, shows all transactions that are affecting the total production on the Day Sheet and Provider Productivity; these report totals are designed to match.
How can I tell where the adjustments total on the Day Sheet and the Provider Productivity report is pulling from?
The Adjustments Reconciliation report, found under Reports | Financial, shows all transactions that are affecting the total adjustments on the Day Sheet and Provider Productivity; these report totals are designed to match.
How can I find all accounts that have a credit balance?
The Accounts Receivable by Responsible Party report can be used.
See Eaglesoft - Run a Report to Show Accounts with a Credit Balance - FAQ 166
How can I tell how much is owed to our practice by patients and how much is due from insurance claims?
The Accounts Receivable by Responsible Party report, found under Reports | Financial, shows this information. The report breaks out each account into Current, 30 Days, 60 Days, 90 Days, Contract (Payment Plan), Total A/R which is the total amount due on the account. Then it lists the Estimated Insurance for all open claims on the account, due from the insurance company as estimated based on information entered into Eaglesoft, which is subtracted from the Total A/R and gives the Due Now. This is the patient portion total for all patients on the account. The last page of the report will show you the total of all accounts.
Can I see the number of times a service code was performed in a specific time frame?
The Service Type Productivity - Detailed report has this information available; however, this is a report that shows month-to-date and year-to-date totals so it does reset after each End-of-Month is processed.
See Eaglesoft - Productivity Report - FAQ 103 for details on running and saving the report.
My End of Day reports didn't print, how can I reprint them?
See Eaglesoft - Reprint the End-of-Day (EOD) Reports - FAQ 309 for steps on how to reprint.
I chose not to print my End of Year reports but now I need some information from them, how can I access to reprint?
See Eaglesoft - How to Reprint End-of-Year Reports After EOY Processing has been Completed - FAQ 12745
How can I get the list of patients that have remaining insurance benefits?
The Money Finder can be used to pull this list.
See Eaglesoft - Report to Show Patients with Remaining Insurance Benefits - FAQ 3062
I am trying to match the totals on my reports and they aren't the same numbers. Why is this?
The reports in Eaglesoft are designed to pull from different areas so some will not match when compared to others.
Eaglesoft - End-of-Day Reports that are Designed to Match- FAQ 3116 shows the reports that are designed to match so you can verify the numbers are showing correctly.
Monday, March 9, 2015
Treatment Plan Estimation
In Eaglesoft Version 17, changes have been made to the
Treatment Plan window to increase efficiency.
You can easily obtain accurate insurance estimations on each
service code by simply selecting the show estimation button in the Treatment
Plan. In previous versions of Eaglesoft,
you were only able to select the last service code in each Treatment Plan.
Wednesday, March 4, 2015
Eaglesoft 17.00.49
Several months ago we deployed Eaglesoft
17.00.49 using the Patterson Auto Updater (PAU) to all customers on a previous
build of Eaglesoft 17.0. This version
contains several vital updates and it is recommended that you complete this
installation on all of your Eaglesoft computers.
To verify the build you currently have
installed on your computer, simply go to Help|About Eaglesoft. The version number will be displayed at the
top of the Window.
If you do not have Eaglesoft 17.00.49
available to download, please contact Support at 800-475-5036 to have the
latest build sent to your office via Patterson Auto Updater (PAU).
Subscribe to:
Posts (Atom)