Thursday, December 14, 2023

End of Year Processing Support

It’s that time of year again to prepare for a successful end of year processing at your practice! Our End of Year Processing Guide can help you get started with some useful resources such as:

  • Valuable checklists
  • Step-by-step instructions
  • Video tutorials
Other resources are also available as you update Eaglesoft for the new year:
It is also a best practice to confirm that your end of year was processed. View Answer 39959 for more information on: 
  • Confirming end of year was processed
  • Resetting insurance benefits
  • Reconciling reports
  • Updating service fees
  • Reprinting end of year reports
  • What to do if you forgot to process end of year

We know that preparing for the end of the year can seem overwhelming, which is why our support team at Patterson is committed to make this process as easy as possible for you. Download our End of Year Processing Guide to get started now.