Your Training, Your Schedule: Explore Eaglesoft On-Demand Webinars

We know your time is valuable—and learning should be simple, not stressful. That’s why we’ve created a series of Eaglesoft On-Demand Webinars, giving you the flexibility to train whenever it works best for you. The best part? These videos are completely free as an added value we’re proud to provide to all Eaglesoft customers. 

Start Learning Today

These webinars are free for all Eaglesoft customers. Visit our Eaglesoft webinars page to watch our available webinars below.

Available On-Demand Webinars:

Clinical Setup Best Practices

Enhance your Eaglesoft experience by tailoring clinical settings to fit your workflow.

• Use Smart Notes and Auto Notes for consistent documentation.
• Improve claim accuracy with Smart Codes and Quick Pick buttons.
• Simplify multi-step procedures using Exploding Codes.
• Adjust Clinical Preferences to match your office protocols.

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Front Office 101

Perfect for new team members or cross-training clinical staff for front desk duties.

• Navigate Eaglesoft and access helpful resources.
• Enter new patients and link family members accurately.
• Add insurance details and coverage info.
• Schedule appointments efficiently.
• Post payments correctly to maintain accurate balances.

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The Secret to a Full Schedule

Discover the full potential of the QuickFill feature in Eaglesoft beyond deleted appointments.

• Manage your QuickFill list for maximum effectiveness.
• Use sort and filter options for fast scheduling.
• Improve appointment tracking to keep your schedule full.
• Leverage QuickFill reporting to grow your practice.

Eaglesoft 25.00 Is Here. Upgrade Now

Eaglesoft version 25.00 is now available. We strongly encourage you to upgrade and take advantage of new features and important security updates. If you are an Eaglesoft Service Club member, your upgrades are always free (valued at $1,800 per upgrade).

What's new in Eaglesoft 25.00?

eService Integrations

1.       Pearl Second Opinion Update in Eaglesoft Advanced Imaging 

Eaglesoft 25.00 introduces dynamic enhancements to Pearl AI annotations in Advanced Imaging, allowing you to flip, mirror, and rotate images while maintaining accurate diagnostic overlays. 

When making post-capture edits to an image, the updated image is automatically sent to Pearl Second Opinion. This ensures image consistency between both Eaglesoft and Pearl. After the image is sent to Pearl, you will see a ‘new PearlAI results pending’ message in red on the image until the new results are ready.

New Image Analysis

Pearl will update the image with the new analysis, which may look different from what was saved before. If there is a problem sending or receiving the updated image, Eaglesoft will still show the latest annotations without any error messages.

Figure 1: Image after post capture edits

Figure 2: Image with new analysis from Pearl

*Offer valid for new Pearl customers using Eaglesoft version 25.00. Promotion applies only to Pearl Second Opinion. The first 60-day free offer begins once Pearl is activated. After the first 60 days, the standard subscription rate of $349/month will be charged. No contract term or commitment required. Practices receiving reimbursement from federal or state healthcare programs are not eligible.

2. eClaim Updates

Eaglesoft now bypasses the ‘In Process’ status for eClaims and Pre-Authorizations that are submitted electronically to DentalXChange. What this means for you:

• Existing 'In Process' claims remain unchanged. 
• You can still filter and view claims in the 'In Process' status.
• No reports will be returned from DentalXChange after a claim is submitted. 
• Rejected claims must be closed and recreated for resubmission. 

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Feature Enhancements

1.       Enhanced Appointment Display Options

Managing patient appointments just got more informative. New fields have been added to both the Appointment Detail Popup and Appointment Display Layout, giving front office staff a clearer snapshot of patient and account information. These fields are also available in the Print Tab, which can be customized to be different than the screen layout.

New fields added to the Appointment Detail Popup within the setup menu include:

• Primary, Secondary, and Supplemental Employers

• Primary, Secondary, and Supplemental Insurance

• Patient and Account Balances

• Work Phone Extension (next to the existing work phone field) NOTE: If no extension is present in Edit Patient, no Ext will appear on the Appointment Detail 

New fields added to the Appointment Display (OnSchedule, Setup, Appointment Display Information/ Layout Field) include:

• Primary, Secondary, and Supplemental Employers

• Primary, Secondary, and Supplemental Insurance

• Patient and Account Balances

• Work Phone Extension

• Appointment Type

2. Revised ADA 2024 Dental Claim Form

Eaglesoft 25.00 now supports the ADA 2024 Dental Claim Form with the Approved OMB No. 0938-1471 (Form CMS-10883). This ensures providers can submit claims to Medicare using the latest approved format. This will print on both the ADA 2024 and Blank ADA 2024 paper claim forms only. 

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System Optimization and Security

Other improvements and fixes are included in this release to provide more seamless functionality in your practice:

• Large Address Aware enabled by default for better memory usage on each machine. 
• CDT 2025 codes added. 
• Upgrade to .net 4.8 Framework.
• Resolved Vyne claim remarks disappearing after re-opening change answers. 
• Resolved tooth numbers added to incorrect procedure lines when printing claims. 
• Resolved DataShare Error when accessing SmartDoc
• Addressed previously usable Smart Code configurations in service codes no longer saving.
• Resolved error attempting to assign default scanner with no Twain driver installed. 
• Fixed error 'Could not update toolbar registry!' when resetting the toolbar in Advanced Imaging. 

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IMPORTANT INFORMATION BEFORE UPGRADING

Microsoft ended support for Windows 10 on October 14, 2025. Microsoft will no longer provide security updates or technical support for systems running Windows 10.

Recommended action: Upgrade to Windows 11 Professional and ensure that you are on Eaglesoft version 23 or higher to stay secure and compatible.

Learn more about this change on Microsoft’s website.

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Ready to upgrade to Eaglesoft version 25.00? Visit the Eaglesoft Upgrade Website to see detailed upgrade instructions and access the installation link. 

For questions on the upgrade or to obtain your license number, contact our support team via live chat.

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Interested in free Eaglesoft upgrades and unlimited Patterson support at no extra cost? Sign up for Service Club today by contacting an Account Management Specialist at 800.397.8191. 

Avoid Year-End Chaos: Do These 2 Things Now!

End of Year isn’t just about closing the books—it’s the perfect time to perform cleanup and maintenance. These 2 small steps will help you start the new year with a streamlined, efficient system.

1. Inactivate Providers

If there are providers who are no longer working in your practice, inactivate them before processing End of Year. This ensures they won’t appear in report filters moving forward.

Need help? Check out Inactivate a Provider – Answer 260 for detailed instructions.

2. Clean Up Expired Custom Hours

Expired custom hours can clutter your system and cause confusion. Delete these from each provider to keep your data accurate and organized.

Watch this quick video: Cleaning Up Custom Hours 

Pearl Release Notes (November-December)

Link to all Pearl release notes here. 

11.24 Release Notes 

New Feature: Panoramic Detections in Pearl Second Opinion Standalone 

Panoramic detections for caries, periapical radiolucencies, impactions, and tooth parts are now available.These detections will apply to all new panoramic x-rays taken after 11/21/2025.

12.11 Release Notes 

Bug Fixes in Pearl Practice Intelligence  

• Fixed an issue where location filter was not applying for multi-office orgs in Recently Canceled section.
• Fixed an issue where Recently Cancelled view was not loading correctly based on date ranges selected.

5 End-of-Year Tips to Set Your Practice Up for Success in 2026

As 2025 comes to a close, it’s the perfect time to wrap up your end-of-year tasks in Eaglesoft and set your practice up for success in 2026. These quick tips will help ensure smooth operations and give you confidence heading into the new year.

Tip 1: Review our End-of-Year Processing Guide

Our comprehensive guide walks you through:

• Helpful resources for closing out the year

• How to automate End-of-Year processing

• Patterson Technology Center holiday hours

Access the End-of-Year Processing Guide here.

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Tip 2: Watch a Step-by-Step Video

Learn from certified Patterson Software Trainers with a detailed video on how to process your End-of-Year in Eaglesoft.

Watch the Recording here.

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Tip 3: Download Your New Year Resolution Checklist

Stay organized with our checklist, featuring links to detailed instructions and helpful videos for each task.

Download My New Year Resolution Checklist here.

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Tip 4: Subscribe to Our Eaglesoft Monthly Newsletter

Get free monthly tips, tricks, updates, and promotions straight to your inbox—helping your practice make the most of Eaglesoft.

Subscribe Now here.

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Tip 5: Read Our End-of-Year Blog Post

Our blog post covers these tips and answers common questions to help you prepare and succeed during this busy season.

Check Out Our Blog here.

Access Your 2025 Year-End Dental Practice Playbook

Every year, dental practices fight the same holiday season fight: packed calendars, benefit deadlines, and patients who need to be seen now. But blanket marketing and manual workflows don’t get the job done.

Pearl’s Playbook gives you a month-by-month strategy to drive more dentistry from October to January – without burning out your front desk.

Download the playbook and learn how to:
 

• Build strategic call lists that actually convert
• Align treatment plans with patients’ insurance timelines
• Simplify verification (and save hours per week)
• Fill cancellations faster than ever before
• Increase case acceptance before benefits expire

Access your free guide here.

Learn more about Pearl on our website. 

Is Your System Ready for Year-End?

As the year wraps up, it’s important to prepare your system for a smooth End-of-Year process. This is the perfect opportunity to tackle essential tasks—like updating provider information and cleaning up hours—to keep everything accurate and organized. A little maintenance now can save you time and headaches later.

Check out our End of Year Pre-Processing Checklist FAQ here. 

New Pearl Enhancement in Eaglesoft Advanced Imaging: Enhanced Pediatric Model

On November 4, 2025, a new enhancement from Pearl was made available in Eaglesoft Advanced Imaging for all Pearl customers. This update introduces an enhanced pediatric model, designed to make reviewing children’s x-rays easier and more accurate than ever. With this improvement, dentists can now evaluate pediatric images with greater clarity and confidence, ensuring better diagnostics and patient care.

What’s new in the enhanced pediatric model in Eaglesoft Advanced Imaging:

• Smarter detection logic: When a pediatric patient is detected (based on age <12 or mixed dentition), Second Opinion automatically applies a pediatric-specific model.
• Simplified findings: The system now focuses only on caries, filtering out adult-only findings like bone measurements, calculus, or periapical radiolucencies.

• Updated tooth parts: For pediatric x-rays, only the enamel and dentin are highlighted. This makes it easier to see which cavities can be monitored (incipient) and which require treatment (progressed).

Support Hours During The Holiday Season

Planning to upgrade Eaglesoft while your office is closed for the holidays? Good news — we’re here to help! Our support team will be available with limited hours during the holiday season to assist with upgrades and answer your questions.

Whether you're prepping for the new year or just want to check something off your to-do list, we’re ready to support you. Don’t hesitate to reach out and make the most of your downtime!

Check our holiday support hours here: 

• Thanksgiving: Closed
• Day after Thanksgiving: 8AM - 4PM
• Christmas Eve: 8AM - 4PM
• Christmas Day: Closed
• New Years Day: 8AM - 4PM 

Or visit our FAQ page for more information.

Vyne Trellis Release Notes - October

10/15/2025 Release Notes

Unified Practice Settings and Profile Menu ​

• Practice settings are now consolidated into a single location, simplifying management and administration. ​

• The profile drop-down menu across features has been standardized, enhancing consistency and reducing user confusion.

Eligibility and Claims Enhancements

• Eligibility checks now validate insurance carriers by both ID and name, improving accuracy in displayed information. ​
• Pre-determination claims are automatically combined into a single continued claim, streamlining submissions and reducing administrative overhead.

User Experience Improvements ​

The Essentials View has been replaced by the ClearCoverage View, offering a more detailed view to ensure practices have the most accurate and actionable eligibility information in a single view. If ClearCoverage is not enabled, users will now only see the Carrier Response tab.

Form Upload and Outstanding Accounts Updates 

Form image uploads now begin immediately upon attachment, reducing missing uploads on patient forms. The Outstanding Accounts interface has been streamlined for clarity, merging contact information and emphasizing requested amounts, delivering two key benefits:

• Improved usability and visual clarity. The page now looks cleaner and is easier to navigate even when contact data is incomplete. 
• Enhanced user confidence and engagement. Showing the total value of batch requests helps users recognize the financial importance of sending them which increases follow through and accelerates collections.

PMS Payment Plan Filtering

A new filter in the Outstanding Accounts tab allows billing specialists to exclude patients on PMS payment plans, facilitating more frequent payment requests and reducing manual verification efforts.

10/24/2025 Release Notes

Seamless Perio Chart Attachments in Vyne Trellis

Perio Chart Integration is a new enhancement in Vyne Trellis that allows practices to seamlessly sync, view, and attach perio chart data directly from Eaglesoft. This feature is available to all Vyne Trellis customers with Vyne Sync enabled.

Users can now retrieve perio charts with a single click, preview them with patient and service details, and attach one or multiple charts directly to claims, eliminating the need for manual screenshots and streamlining the claims workflow.

How does it work?

• During claim preparation, click the Perio Sync button to fetch available charts for a patient
• Trellis displays perio charts with dates, identifiers, and thumbnails
• Users can preview charts (with patient name and date of service) before attaching
• The chart preview displays tooth numbers and quadrants, probing depths, recession and attachment loss indicators, bleeding points, as well as metadata such as patient name and date of service.
• Single or multiple perio charts can be attached directly to a claim
• Built-in error handling ensures clear messaging if retrieval fails

10/29/2025 Release Notes

Mark Patient Messages Unread

Users can now mark Patient Messages as Unread even after viewing them. ​This feature allows offices to prioritize important messages for follow-up actions.

Insurance Totals on Payment Report

• A new summary section for insurance payments has been added to the PDF Payment Report. ​
• This section includes total counts and dollar amounts for insurance payments, simplifying reconciliation for practices.

Practice Logo in Email Requests

• The practice logo is now included in email payment requests, matching SMS requests for consistency.
• This addition helps build patient trust and reduces the likelihood of phishing concerns.

Is Your Eaglesoft Version Holding You Back?

If your practice is still running an older version of Eaglesoft, you could be missing out on powerful tools, enhanced security, and smoother workflows that make a real difference in patient care and operational efficiency. 

Visit our Eaglesoft upgrade page to learn more and access the latest download link. 

Here’s why upgrading is more than just a recommendation—it’s a strategic move for your practice.

Security & Compliance

New versions include critical updates that protect patient data and ensure HIPAA compliance. Older versions may rely on outdated integrations, increasing your risk of data breaches and system instability.

Integrated Clinical Tools

Recent releases introduced integration of AI-powered imaging tools like Pearl Second Opinion, which help improve diagnostic accuracy and streamline case presentations—all within Eaglesoft.

Performance & Compatibility

Upgrades bring faster performance, bug fixes, and support for the latest hardware and integrations. Older versions may lose compatibility with sensors, scanners, and third-party tools—impacting your ability to deliver care efficiently.

New Features from Versions 20–24.20

Below are some of the most notable and exciting enhancements introduced in recent Eaglesoft updates. Practices using these versions have consistently reported meaningful improvements in their daily workflows and overall efficiency:

Eaglesoft 24.20

⚠️ Note: The measurement tool was removed in Eaglesoft Advanced Imaging in version 24.00.

• Smart CDT code logic for anterior/posterior procedures
• Edit, save, and view Word documents directly in Eaglesoft
• TWAIN scanning updates for broader scanner compatibility

Eaglesoft 24.10

• Pearl Second Opinion and Eaglesoft Advanced Imaging integration enhancements (new automatic AI analysis on images, hot keys toggling, images for patients 12 years+ with primary teeth will be sent to Pearl for analysis)

Eaglesoft 23.10

• Patterson CarePay+ integration: Patient financing, dental plans, and credit card payment processing solution

Eaglesoft 23.00

• Search patients by Date of Birth

Eaglesoft 22.00

• View and save PDF documents with a built-in SmartDoc viewer in Eaglesoft

Eaglesoft 21.30

• New password security settings and account lockout feature to prevent unauthorized access

Eaglesoft 20 & 20.10

• Smart Notes: Streamline workflows and speed up clinical documentation

Support & Upgrade Checklist

Upgrading ensures full access to technical support, training, and resources. Be sure to review the Version Requirements and Pre-Upgrade Check List to ensure a smooth transition.

Ready to Upgrade?

Visit our Eaglesoft upgrade page to get started and access the latest download link. For assistance, connect with our support team via Live Chat or call 800-475-5036.

 

Schick Sensors with IOSS after Windows Updates

On October 14, 2025, Microsoft released Windows updates which impacted customers using Schick Sensors with IOSS drivers on Eaglesoft 24.20. As a result, image capture functionally may stop working. If you're experiencing this issue, here's what you need to know: 

• Dentsply Sirona has published a Technical Bulletin with detailed instructions to resolve the problem. View Technical Bulletin here to download the instructions.
• Work with your IT Provider to complete the steps outlined in FAQ 44883 to restore image capture functionality.

Unlock the Full Potential of Eaglesoft with a Free Wellness Check

Your Eaglesoft software is packed with powerful features designed to streamline your dental practice — but are you using it to its fullest potential?

Our complimentary Wellness Check is here to help you uncover hidden opportunities within Eaglesoft to boost productivity, improve workflows, and empower your team. Request for your free Wellness Check here.

What’s Included in Your Free Wellness Check?

• Comprehensive Review: A certified Software Trainer will assess how your team is currently using Eaglesoft’s key features and processes.
• Tailored Recommendations: You’ll receive a detailed report with actionable insights to help your practice grow and operate more efficiently.
• Collaborative Consultation: Engage in a personalized discussion about potential improvements and training opportunities for your team.

How Does It Work?

The Wellness Check is conducted remotely by a certified Software Trainer who will remote directly to your system. In less than an hour — and scheduled at your convenience — you’ll gain clarity on how to optimize Eaglesoft for your unique practice needs.

Whether you're a long-time Eaglesoft user or just getting started, this free Wellness Check helps ensure you're leveraging every tool available to support your patients, your team, and your bottom line. 

Request for your free Wellness Check here.

Planning Holiday Hours? Here's How to Update Them Easily

As the holiday season approaches, many practices consider adjusting their hours—whether it's closing early, giving staff some well-deserved time off, or simply streamlining operations for the season. If you're wondering how to update your hours to reflect these changes, we've got you covered.

This FAQ guide walks you through the process of customizing your hours in Eaglesoft, whether you're closing the office for a day (or several), adjusting lunch breaks, blocking off time during the day, or setting temporary hours. Keeping your patients informed and your team aligned is easy with these step-by-step instructions. Holiday schedules like Thanksgiving, Christmas, and New Year’s are the perfect time to update your hours in Eaglesoft. See how to customize your hours in Eaglesoft here. 

Windows 10 Support Ends Soon – What Your Practice Needs to Know

Patterson is committed to being a trusted partner and understands the importance of data security. We are informing your practice of a change to Microsoft Windows 10 that may impact your practice and require action on your part.

Microsoft will officially end support for Windows 10 on October 14, 2025. After this date, computers running Windows 10 will no longer receive security updates or technical support. 

Visit Microsoft’s official website to learn more.

Why this matters to your practice

• Security Risks: Unsupported systems are more vulnerable to cyber threats and may not meet HIPAA requirements.
• Eaglesoft Compatibility: While Eaglesoft version 23 and above are compatible with Windows 11, we strongly recommend upgrading to the latest version of Eaglesoft to ensure optimal security and performance.  

What can I do to make sure my computers are protected?

1. Check your operating system

• Open Settings and search for Control Panel
• Select System
• Look under Edition to see if you're running Windows 11

2. Upgrade to Windows 11 Professional

Visit FAQ 5073 or talk to your IT consultant to ensure your computers meet the Windows 11 hardware and network requirements. 

3. Upgrade Eaglesoft if applicable

Visit FAQ 22724 to upgrade to the latest version of Eaglesoft.

 

We appreciate your attention to this matter. Our team is here to guide you every step of the way, ensuring your Eaglesoft experience stays current, secure, and optimized for your success.

Eaglesoft Service Club Price Increase

Important updates regarding Eaglesoft Service Club

As an Eaglesoft Service Club member, you receive the following benefits: 

• Free Eaglesoft software upgrades: Receive your Eaglesoft license for each upgrade at no cost.

• Unlimited Eaglesoft and Schick support: Enjoy unlimited live chat, email and phone support from our Eaglesoft support team. Schick support is included for Eaglesoft Advanced Imaging customers, including discounted replacement costs for eligible out of warranty equipment.

• Eaglesoft mobile access: Stay connected to your practice and view practice and patient information and assign tasks – all from your smartphone or tablet.

• Eaglesoft tips and tricks: Receive a monthly Eaglesoft e-newsletter, access to on-demand training videos, and exclusive training opportunities with Eaglesoft software trainers.

Free Eaglesoft software upgrades are an important value within your Eaglesoft Service Club membership. Upgrading to each new version of Eaglesoft ensures access to the latest security updates, along with new features and enhancements. We’re committed to ongoing investment in Eaglesoft development to empower your practice - streamlining office workflows, enhancing team management and supporting exceptional patient care delivery. 

As part of our commitment to delivering high-quality software solutions, we periodically review our pricing to ensure we can continue to meet your needs while investing in new developments, support, and reliability. Effective on your October invoice for your November services, we are increasing our Eaglesoft Service Club price. Customers who purchased Eaglesoft on or after May 1, 2025, will have 12 months from the date of purchase before the price increase goes into effect.

Please reference your October monthly statement for details. If you have any questions, please contact our billing team at 866.784.8662 to review your bill.

Master Your Imaging Workflow with One Powerful Report

Did you know Eaglesoft offers a powerful tool to help you manage and audit your digital imaging activity? The Digital Image Exams Master report provides a quick snapshot of which patients had images taken, what types of exams were performed, and how many images were acquired—all in one place. This is especially helpful for tracking productivity or verifying imaging records.

Accidentally saved images under the wrong patient? No problem. This report can also help identify patients who have images saved but were not seen, making it easier to correct errors and maintain accurate records.

How to access the Digital Image Exams Master Report

1. Go to Reports > Clinical > Digital Image Exams Master

2. Select the appropriate date range and click Process

3. The report will look like this: 

The Bottom Line

The Digital Image Exams Master report is a simple yet powerful tool to help your practice stay organized, accurate, and efficient. Whether you're tracking daily imaging activity or correcting patient file errors, this report gives you the visibility you need—all in just a few clicks. Make it part of your routine and keep your imaging workflow running smoothly.

The Clock’s Ticking: How To Use Money Finder to Maximize Year-End Insurance Benefits

As the end of the year approaches, now is the perfect time for you to take action and maximize remaining patient insurance benefits. Many patients still have unused coverage—and with the right tools, your office can help them get the care they need while significantly boosting production. Using Eaglesoft’s Money Finder tool, you can quickly identify patients with remaining benefits and planned treatments. 

Why this matters to your practice

Many patients end the year with unused insurance benefits. By leveraging Eaglesoft's Money Finder tool, you can:

• Identify patients who still have coverage available and reach out to them to schedule care
• Match remaining benefits with planned treatments
• Encourage timely scheduling to maximize both patient care and practice revenue

How to use Money Finder

1. From the Eaglesoft Practice Management screen: Navigate to Activities > Practice Management > Money Finder

2. In the Categories field, select Maximize Insurance

3. Adjust the Primary Benefits and Last Visit Date fields as needed
4. Choose your preferred Print Method (report, letter, postcard, etc.)

5. Click on the desired Sort By option

6. Customize the report title (e.g., “Maximize Insurance – Call List”) for clarity. This is how the title will appear at the top of your report: 

This report helps you create targeted outreach lists, making it easier to follow up with patients who could benefit from additional care before their benefits reset next year.

The Bottom Line

Using Eaglesoft’s Money Finder is a win-win: patients receive the care they need while your practice captures value that might otherwise be lost. Whether you’re sending reminders, printing call lists, or generating letters, these tools help you stay ahead of the curve.

Eaglesoft User Group: Mastering Reports

Join our Certified Patterson Dental Software Trainers at an Eaglesoft User Group to learn how to make the most of Eaglesoft's powerful features and keep advancing your practice. What are you waiting for? Register today!

Topic: Mastering Reports

Date: September 12, 2025

Time: 10:00 AM - 12:00 PM CST

Registration Link: https://events.teams.microsoft.com/event/a597a25f-e152-439f-b5c9-94ce65e40f49@390d1495-7e6d-4009-ad40-9a29b6067f63

Learning Objectives:

• Learn how to easily create a list of favorite reports and how to print multiple reports at a time

• Learn how to use the report filter and sort to get the data you need

• Learn about the importance of certain reports and why you should add them as favorites

A recording of the session will be available on FAQ 6959 after the session. 

Vyne Trellis Release Notes (8/22 and 9/2)

Multi-Clinic Trellis | Feature launch date: 8/22/2025

Summary

Multi-Clinic Trellis is a new enhancement for group practices and DSOs that enables a unified experience across locations. Users can now be assigned to multiple practices using a single login and toggle between offices inside Vyne Trellis, at no extra charge with your Trellis subscription.

Multi-location support allows dental practices to manage their revenue cycle across multiple locations from a single, centralized platform. This results in productivity and reduces the need for duplicate records and manual entry because all staff members can access patient records and enable users to send, track, manage, and ensure timely reimbursement from insurance carriers and patients.

Watch this video to see how Multi-Clinic Trellis works: https://vimeo.com/1102322977

How does it work?

• PMGs organize locations under one hierarchy
• Users are assigned to one or more locations
• Location is selected at login or switched via the in-app toggler
• Claims/statements are routed by location

Key benefits

• One login for all locations
• Toggle between practices in real time
• No duplicate user creation
• Supports multi-site team operations
• Enables centralized control over user access
• Improves onboarding and reduces friction
• Easier claims workflow across multiple locations and fewer errors

ClearCoverage View | Feature launch date: 9/2/2025

Summary

From the View Response action within Eligibility, the new ClearCoverage View in Vyne Trellis shows procedure-level data, plan limitations, coinsurance, disclaimers, age/frequency rules, and more - it's more than just the top 45 ADA codes in the Essentials View. 

Customers enrolled in Vyne Trellis Core, Intake, and Activate tiers will have ClearCoverage View included at no extra charge ($99 value). No verification workflow changes are required. 

Watch this video to see how ClearCoverage View works: https://vimeo.com/1100656253

How does it work?

• Filters: Filter the displayed benefits based on network type. Further drill-down based on categories like: Preventative, Basic, Major, and Ortho.
• Plan Highlights and Callouts: Includes deductible, maximums, and ortho remaining limits. 
• Detailed Benefit Category Sections: Clear, structured format for key coverage information by category. Displays items like Frequency limits, age restrictions, coinsurance details, and much more. 

Key benefits

• Get instant clarity on coinsurance, frequency limits, and coverage status by ADA code, so you can schedule and explain treatment better to your patients. 
• Plan same-day treatment with confidence, reducing delays and improving case acceptance. 
• Reduce rejections and write-offs, and speed up reimbursement.
• No more spending hours on the phone with payers.
• Build trust and help patients make informed decisions with their care.
• Fewer surprises and more confidence with expanded visibility beyond just the top 45 codes.

Click here to get started with ClearCoverage View: https://vynedental.com/getting-started_eligibility_clearcoverage-view/