Complete Integration. Complete Control. Connect with Eaglesoft
Complete Integration. Complete Control. Connect with Eaglesoft
2 Eaglesoft
The convenience of a digitally integrated office.The full support of an industry leader.
•Direct,seamlessintegrationwithmoreleadingdigitalsolutions
•Onetrustedsourcetodependonfortechnologyplanningandinstallationandongoingsupport
•Numeroussupportoptionstomeettheneedsofyourpractice
•Afull-servicesuppliercommittedtorock-solidcustomerrelationshipslongafterthepurchase
•Acompletetechnologyoffering–software,digitalX-ray,hardwareandCAESYpatienteducationsystems
Dentiststodayareinundatedwithtechnologychoices.That’spreciselywhyapartnershipwithPattersonDentalissocritical.We’vedonealltheresearchforyou,soyouknowourrecommendationsforyourpracticearerighton.Patterson’sreputationasthetechnologyleader,combinedwiththeinsightgainedfromservingdentalprofessionalsforover130years,isacombinationtheotherssimplycan’tmatch.
Readytoupgradeyourpractice?Investinateammemberyouknowwillalwaysbearoundtosupportyou.Enjoyallthebenefitsofatrusted,dependablepartnerwithyourbestinterestsinmind–PattersonDental.
Eaglesoft — a Patterson Technology
Eaglesoft 3
Eaglesofthasthemostadvancedtoolstomakeyourofficerunlikeclockwork.Frompatientschedulingandinsuranceclaimtrackingtotreatmentplansandrecalls–allofthetoolsyouneedtomanageyourfrontofficearejustaclickaway.Useourtimesavingelectroniccapabilitiestocaptureandstoreoriginalpatientsignaturesanddocuments,transmitclaimsandstatementsandverifypatientbenefitinformation.Yourfrontofficehasneverrunmoresmoothly.
Eaglesoft Practice Management Software It’sthetotalpackage,andit’stotallyfree.
4 Eaglesoft
OnScheduleisaflexibleappointmentmanagementtoolthatenablesyoutocreateanefficient,productiveandprofitableworkschedule.Byschedulingformultipleprovidersinmultipleoperatories,you’reabletoquicklyidentifytheopportunitiesthatexistwithinyourappointmentbook.Color-codedappointmenttypesandidealdaytemplateshelpyoucreatetheperfectday’sschedule.Inaddition,patientinformationdisplayedintheappointmentblockisfullycustomizable,makingHIPAAcomplianceasnap.
Expanded Appointment Search Options Searchforavailableappointmentsthatfitanycriteria.
Title Bar Convenientlydisplaysthedate,yearandScheduledvs.GoalSummary.
Fully Customizable Toolbar OffersquickaccesstootherareasofthesoftwareandtotheDay,WeekorMonthataGlanceviews,theQuickFillListandtheAppointmentSearchwindow.
Quick Fill List Trackspatientswhopreferanearlierappointmentifonebecomesavailable.
Patient Bar Providescustomizediconsthatletyoueasilynavigateandaccesspatient-specificinformation.
Provider View Checkaprovider’sscheduleataglance.
Open/Close A Day Closeanentiredayorindividualchairsatonetime.
OnSchedule
Eaglesoft 5
IndicatorsIndicatorshelpyoukeeptheentireofficeupdatedonapatient’sappointmentstatus.Asmallicondisplaysinthetopleftoftheappointmentblockforeachindicatortype.IndicatorscanbesetforNextArrivalIndicator,PatientAlerts,Prescriptions,PatientPhoto,LabCases,AppointmentStatus,AccountAlerts,HIPAA,IntelliCareAlerts,PatientNotesandSoonerifPossible.
Custom HoursWiththeCustomHoursfeatureyoucansetcustomhoursandreallygetahandleonyourtime–andchangetimeunitsontheflywithoutaffectingexistingappointments.Plus,schedulebycalendardatesandbreakfreefromthestandardday-of-the-weekformat!
Patient Arrival TrackingTrackanindividualpatient’slatearrivaltime,waittimeandin-chairtime.
Dockable PanelsDockablePanelsarecustomizablewindowsavailableinOnScheduleandAccount.Theseminiaturewindowsareworkstationspecificandcanbeopened,closed,movedandattachedtodifferentareasofexistingscreens.Inshort,youaregiventhepowertoselecthowmuchinformationyouwanttodisplayandwhereyouwanttodisplayit.
Appointment Queue EasilyscheduleFamilyAppointments,moveexistingappointmentswithdraganddropfunctionalityorcreateUnscheduledAppointments;UnscheduledAppointmentsallowyoutocaptureallappointmentinformationwithoutcommittingtoaspecifictime,chairordate.
Right-Click Functionality Providesquickaccesstoafullmenuoffunctions,includingOnSchedulefeatureslikeprintingappointmentcards,PracticeManagementfeatureslikePrescriptionWriterandClinicalareaslikeChart.
Date Provider FeeSurfaceTth
George Young, D.D.S.12533 Lindbergh Blvd.
Ste. 305St. Louis, MO 63124
(314)542-3645 (314)542-3646
ID: 8
St. Louis, MO 63122
Current $952.9230 Day $0.0060 Day $0.0090 Day $0.00
Contract $251.96
Estimated Ins $462.50
Balance Due Now $742.38
Account Aging
Balance Due $1,204.88
124556 Union Ave.Angie Abbott
June 10, 2005May 11, 2005
Patient Transaction0111005/11/05 50.00PROPHYLAXIS-ADULT
(Est Insurance $50.00)Debra Davis Angie
00120 25.00PERIODIC ORAL EVALUATION(Est Insurance $25.00)
George Young, D.D.S Angie
00274 37.50BITEWINGS-4 FILMS(Est Insurance $37.50)
Debra Davis Angie
Subtotal: 112.50
THANK YOU FOR VISITING OUR OFFICE. HAVE A GREAT DAY!
0.00742.380.00251.96
0.00Tax:
112.50Today's Charges:
ContractBalance
EstimatedInsurance
PreviousBalance
ChargesToday
PaymentsToday
AdjustmentsToday
BalanceDue Now
0.00 -112.50 112.50 0.00 0.00
Balance Due: $0.00- Estimated Insurance:
Future Family Appointments:Patient: Next Appointment: Patient: Next Appointment: Patient: Next Appointment:8 Angie Abbott 11/15/2005 @ 1:30 pm
1092.38462.50 0.00
1204.88462.50
6 Eaglesoft
TheAccountwindowisthehubofyourdigitalaccountingoffice.Reviewaccounthistory,printaccounthistoryreports,posttransactionsviatheWalkoutStatement,acceptpaymentontheaccount,recordadjustmentsorreturnedchecksandmuchmore.
Account
Account Types Createcustomizableaccounttypeslike“collection”or“ortho”totrackaccounts.
Line Item Accounting Applyapaymentdirectlytoaspecificlineitem;seewhichservicesarestilldueintheaccountandpatientbalanceandwhichhavebeenpaidinfull.
Patient Transfer Includepasttransactionhistorywhentransferringpatients to a differentorseparateaccount.
Customized Colors Viewledgerentriesincustomizedcolors.
Custom Account Filters Filterbyanycolumnheading,orforunpaidtransactions.
Today’s Receipt Printadailyreceiptofalltheaccountactivityforall patients ontheaccount.
Automatic Account Aging AllowsyoutosavetimeonEnd-of-DayandStatementProcessingbykeepingbalancesuptodateforyou.
Right-Click Functionality AccessvirtuallyanyareainEaglesoft.
Eaglesoft 7
Walkout Features:
Walkout
Improved Bulk Payment Window
UsetheWalkouttorecordservicesrendered,acceptpayments,generateinsuranceclaims,updatetreatmentplansandprintpatientreceiptsorwalkoutstatementsforeachpatient.WiththeabilitytoentermultiplepatientsonthesameWalkout,touseexplodingcodesformultipleservicesandtoestimateinsurancecoverageperservice,Walkouthelpsyouprovideahigherlevelofcustomerservice.
Minimizewindowandfinishpostingwhenready.
PostitemsfromaTreatmentPlantothe Walkout.
CreateaLabcaseaspartoftheWalkout.
DisplayfuturescheduledappointmentsontheWalkoutStatement.
Seeinsurancecompanyandpaymentgrouplists.
ProcessaFamilyWalkoutforallfamily membersatonceandgenerateonereceipt.
WalkoutiseasilyaccessedfromAccount.
Printpost-opinstructions.
Enterbulkinsurancepaymentsquicklyfromonescreen.
SelectorcreateacustomWalkoutStatementMessage.
Selectfromavarietyofinsuranceclaimformsorsubmitelectronically.
Applymultipleformsofpayment(cash,credit,etc.)tooneWalkout.
8 Eaglesoft
SmartDocisEaglesoft’sdynamicdocumentmanager.Createandsavenewdocumentsforpatients,providersandthepractice.AccessiblefromPerson,Provider,Insurance,PracticeInformation,LabTracking,ReferralSourcesandtoolbarsandright-mouseclicksthroughouttheprogram,easilysaveanelectroniccopyofanydocumentorreportprintedfromthesoftware.IntegratedwithInTouchletters,createdocumenttemplatesandattachelectronicsignaturestodocumentsusingthedigitalsignaturepad.Oncethedocumenthasbeensigned,thesignatureisembeddedinthedocumentandthedocumentcannotbealtered.Markdocumentsasprivateandonlytheuserwhocreatedthedocumentwillhaveaccesstoviewit.
SmartDoc
SmartDocgivesyourpracticethetoolsyouneedtobepaperlessinanefficientmanner.Younolongerneedtoscaninthemedicalhistorybecause the original signed document is saved in SmartDoc. When apatientcallsinwithaquestionaboutabillingstatement,viewanexactcopyofthepatient’sstatementinSmartDoc.PriorEndofDayandEndofMonthfinancialreportsarerightatyourfingertips,andyouwon’thavetosearchthroughfilestofindthereportyouneed.
Eaglesoft 9
With integrated SmartDoc functionality, use MedicalHistorytoenhanceyourabilitytostoreimportantpatientinformation.View,printandmodifyvitalpatientmedicalinformation,includingmedications,physicians,allergiesandmuchmore.
Createdjustliketheformsnewpatientscomplete,MedicalHistorycanbeprintedasablankformorwithcurrentmedicalhistory,includingquestionsandanswers,printedontheform.Inaddition,informationissavedsequentiallysoyoucanviewpreviousformsandtrackprogressandchangingmedicalconditions.
PrintindividualorbulkPatientRegistrationformsasablankformorwithcurrentinformationincluded.FormsareconvenientlyconfiguredtomirrortheEditPersonscreen.Transferringandupdatingpatientinformationissimple,andtheformscanbescannedintothepatient’sSmartDocrecordforfuturereference.
Medical History
Savetimeandputyourpatientsincontrol!Setupakiosk-stylecheckincenterwithadesktopcomputer,TabletPCoriPadandletyourpatientscheckthemselvesin.Includespatientdemographics,medicalhistory,HIPAAforms,customdocumentsandCAESYaccess.
Fast CheckIn
Patient Registration
10 Eaglesoft
ManageyourtreatmentplanrecommendationswitheasewithEaglesoftTreatmentPlan.Withtheabilitytoestimateinsurancecoverage,TreatmentPlanisausefultoolforexplainingthepotentialfinancialimpactofproposedtreatment.Createinsurancepre-authorizationformstoverifytheexpectedamountofinsurancecoverage.
RecordpatientacceptanceorrefusalofrecommendedtreatmentbyprintingtheTreatmentPlan.Orusethedigitalsignaturepadtoelectronicallysignandstoretheplaninthepatient’sSmartDoc,makingitapermanentpartofthepatient’selectronichealthrecord.
Treatment Plan
Multiple Plans Createmultipletreatmentplansforpatientstopresenttreatmentoptions.
Providers Entermultipleprovidersonthesametreatmentplan.
Images AttachX-rayorcameraimagestotreatmentplansforbettercasepresentations.
Phases Usephasenumberstostageorgrouptreatmentrecommendations.
Presentation CreateaDetailedTreatmentPresentationwithplaninformationand imagestobettereducatepatientsontherecommendedtreatment.Status
InformationintheTreatmentPlanisseamlesslyintegratedwithChart,andthestatusoftheTreatmentPlanisautomaticallyupdatedbytheWalkoutprocess.
Appointments CreateanUnscheduledAppointmentfromtheTreatmentPlan,capturingallappointmentinformationwithoutcommittingtoaspecifictime,chairor date.
Eaglesoft 11
Thepremierpracticemanagementandpatienteducationsoftwareprogramsareintegrated,givingyoumorepowerthanevertobeproductiveinyourpractice.CreateprofessionaltreatmentplansandprovideeffectivepatienteducationwithEaglesoftandCAESYpatienteducation.CAESYpresentationsareassociatedwithservicecodesinEaglesoft.Playingapresentationisassimpleasright-clickingonaserviceintheChartorTreatmentPlan.
Withthesimple-to-usePowerPresentationWizard,youcanseamlesslycreateimpressivecasepresentationsthatincluderecommendedtreatment,patientimagesandinformation,notesandmultimediapatienteducationpresentations.CombinethepowerofCAESYpatienteducationwithEaglesoftpracticemanagement,clinicalandimagingsoftwaretocreateafullyintegrated,digitalpractice.
FromtheEaglesoftTreatmentPlan,createPatientInformedConsentAgreementrecordstoeasilytrackpatientacknowledgementandacceptanceoftreatmentrecommendations.Informedconsentrecordsincludeinformationonrecommendedtreatment,patientimages,notesandviewedCAESYpatienteducationpresentations.Patientssigntherecord,indicatingtheiracknowledgementandacceptanceoftherecommendedtreatment.Usethedigitalsignaturepadtoacquireanelectronicsignatureandstoretheoriginal,signedconsentagreementinthepatient’sSmartDoc.
Informed Consent
CAESY Integration
12 Eaglesoft
Eliminatemanualprocessesandallowmoretimetofocusonpatientcareby processing insurance claims through Eaglesoft. You can easily trackwhichclaimshavebeensubmitted,acceptbulkinsurancepaymentsandcloseclaims.Generatereportstoidentifyoutstandinginsuranceclaimsbyinsurancecompany,insurancecompanyproductivity,managedcareutilizationandmore.
Electronic ClaimsIncreaseefficiencyevenmorewithelectronicclaims(eClaims)fromEaglesoft.eClaimswillacceleratepaymentandwillreducerejections,receivablesandpaperwork.
Claim Status and Real-time EligibilityWiththeaddedbenefitsofClaimStatusandReal-timeEligibility,youcancheckonthestatusofanopenclaimanddeterminepatientinsurancecoveragewithouteverpickingupthephone.
Electronic AttachmentsSubmitEOBs,charts,X-raysandanyotherpatienthealthrecordselectronically.It’squick,easyandsecure.ThisnewfeatureprovidesabridgebetweenNEA’sattachmentsoftware(FastAttach)andEaglesofteClaims.
eRAsEaglesoft’snewElectronicRemittanceAdvice(eRA)servicereplacesorsupplementstheEOBsyoucurrentlyreceive.EachelectroniceRAincludespaymentinformationthatshowsyou,inadvance,whichclaimshavebeenpaidandinwhatamount.Checknumbers,EFTnumbersandpaymentinformationpopulateautomatically!
Insurance Claims
Eaglesoft 13
UsetheStatementWizardtocreatebillingstatementsforaccountswithbalancesinafewsimplesteps.Createcustommessagesforaccountswith30-,60-or90-dayoverduebalances,addpersonalnotestoindividualstatements,applyfinanceandbillingcharges,excludeaccountswithlowbalancesandincludeorexcludetransactiondetails.Inaddition,youcancreatestatementsforallaccounts,individualaccountsorarangeofaccountsandpreviewstatementdetailandaccountinformationbeforeprocessingthestatements.TheStatementQueueallowsyoutobatchstatementsforprinting,simplifyingthestatementgenerationprocessevenmore.
Electronic StatementsEasilycreateandcustomizeyourstatements.Simplyreviewandsendelectronicallywithnoworries.Yourpatientswillstillreceivetheirstatementsinthemail,butnowallprinting,stuffingandmailingaredoneforyou.eStatementsimprovecollectionsandreduceprocessingcostsandaccountsreceivable,whileallowingyoutomaintainfullcontroloveryourstatements.Produceprofessionalstatementsinminutes,givingyoumoretimetofocusonmoreproductivetasks.
Credit Card IntegrationProcesscreditcardsrightinyourEaglesoftsoftware.Withintegratedprocessing,you’llcheckyourpatientsoutfaster,eliminatemultiplereceipts,automateyourpaymentformsandsaveonyourcurrentcostsforacceptingelectronicpayments.
Statements
14 Eaglesoft
TheRecallWizardgeneratesreports,postcards,mailinglabels,envelopesorletterstoremindpatientsofanupcomingappointmentortheneedtoscheduleanappointment.YoucanalsotransferalistofrecallpatientstoEaglesoft’scontactmanager,InContact.
Createmultiplerecalltypestotrackrecallsforcleanings,perio,whiteningandmore.Addcustomizedmessagestorecalls.
Thisconvenientserviceusesoutboundmessagingthroughphonecalls,emailsand/ortextmessagestoremindpatientsaboutupcomingappointments.eRemindersalsoautomaticallyupdatestheconfirmationstatusonyourschedule.
IntelliCareletsyousetupautomatedalertspertainingtopatientsbasedonuser-definedcriteria.Forinstance,youcansetupanalerttotellyou,uponaccessinganypatientrecord,whetherornotthatpatienthasacurrentpanoramicX-rayonfileorifyouaremissingapatient’semailaddress.Thepossibilitiesarelimitless!
Recalls
eReminders
IntelliCare
Eaglesoft 15
Thisconvenientserviceusesoutboundmessagingthroughphonecalls,emailsand/ortextmessagestoremindpatientsaboutupcomingappointments.eRemindersalsoautomaticallyupdatestheconfirmationstatusonyourschedule.
QuicklycommunicatethroughouttheofficewithoutleavingyourworkareausingMessenger.Nomoreraisedvoicesasyouyellbackandforthdownthehallway.Simplytypeandsendyourmessage,andasoundwillplaytonotifytherecipientwhenitarrives.Createandstorecommonmessages,andyoucanquicklysendeveryoneintheofficeanotethatthecoffeeisready.
CreatecustomizedPatientRouteSheetswithpatientsummaryinformationforuseinyouroperatories.Routesheetscanbeprintedindividuallyoringroupsforpatientswithappointmentsonspecifieddates.Includenotes,alerts,medicalhistory,recallandappointmentinformation,referraltracking,prescriptions,labtrackingandmore.AlsoaccessiblefromOnSchedule,useacustomizablefeesheetontheroutesheetsothatservicescompletedforthepatient’sappointmentcanbeeasilymarked.
Messenger
Patient Route Sheet
16 Eaglesoft
PrescriptionWriterisafullyautomatedfeaturethatenablesyoutocreate,processandprintprescriptionsforyourpatients,whilekeepingahistorywithinthepatient’srecord.Setuplocalpharmacies,prescriptiontemplates,premedicationalertsandmoretosimplifytheprescriptionwritingprocess.
Useplainorperforatedpapertoprintprescriptionsforpatientsbeforetheyleavetheoffice.PrescriptionWriterevenaccommodatesfordifferentstateregulations;simplyselectyourlocationfromthedropdownlist,andtherequiredinformationisinstantlyprinted.
MonitorlabworkbeingcompletedforpatientswithLabTracking.Createlabcasesforalllabworkandmarkwhenthecasewascreatedandwhenitisexpectedtoreturn.CreatetaskstohelptracklabcasesandattachcasestoappointmentsinOnSchedule.CloselabcasesinWalkoutwhenserviceshavebeencompleted.Alargedescriptionfieldallowsforeasycommunicationtothelab.Usetheautonotesfeaturetostoreyourmostcommonlyusednarrativesforlabcases.
Lab Tracking
Prescription Writer
Eaglesoft 17
EmployeescanclockinandoutusingtheTimeClockprogram.EasilymanageemployeehoursusingtheEmployeeTimeSheetsprogram.Printoutdetailedtimesheetstoassistwithpayrollcalculations.
Eaglesoftworksthewayyouwork.ThatiswhyEaglesoftcontainsafullrangeofcustomizablepreferences.FromHIPAApreferencestoChartcolors,fromspellcheckingtoOnScheduletimeunits,frominsuranceestimationtodigitalX-rayintegrations,usePreferencestoadaptEaglesofttomeetyourneeds.
Employee Time Clock
Preferences
18 Eaglesoft
Eaglesoftcontainsover200reports.Usetheuniquetabinterfacetoquicklyfindthereportsyouneedbycategory(Financial,Insurance,etc.).AddindividualreportstoMyFavoritestoalwayshaveaccesstoyourmostfrequentlyusedreports.Filterreportstoobtaininformationforspecificdays,specificpatients,etc.Inaddition,allreportscanbesavedtoSmartDocforthepatient,providerorpractice.
Quick ReportsCreatecustomizedgroupingsofreportsforfasteraccesstoinformationwhenyouneedit.QuickReportsletsyoucreateabatch(orqueue)ofthereportsyouusemostoftenandprintthemwithjustoneclick.
Reports
Accounts Receivable By Responsible Party
− Identifythoseaccountswithoutstandingbalances
Referral Productivity – Detailed
− Reviewyourreferralsourcesandtheproductionthey’veaddedtoyourpractice
New Persons
− Gettoknowthenewfacesinyourpractice
Date-Based Reporting
− Runfinancialreportsforanyrangeofdates
Eaglesoft 19
TrackingyourdailyfinancialrecordsiseasywithEaglesoftEnd-of-DayReports.DuringtheEnd-of-Dayprocess,youhavetheoptiontoprint15differentreports,including:
End-of-Day Reports
Provider Productivity Report
− IncludesMonth-to-DateandYear-to-Date totalwhenprintedatEnd-of-Day
− Convenientlygroupedbyprovider,includinghygienists
Bank Deposit Slip
− Createsdepositreportforbank–customizabletoexcludecreditcardpayments
− Canbeprintedbyprovider
Audit Trail
− Acompleterecordoftoday’sactivitieslisted byprovider
− Protectsagainstembezzlement
Day Sheet
− Providesacompletebreakdownof production,collectionsandadjustments
20 Eaglesoft
Account Alerts Master
Account Balances By Provider
Account History By Patient
Account History Report
Account History Report – Mailable
Account Summary
Account Types Report
Accounts By Account Types
Accounts Marked Not To Receive A Statement
Accounts Receivable By Provider – Detailed
Accounts Receivable By Provider – Summary
Accounts Receivable By Responsible Party
Accounts With Offsetting Debits and Credits
Accounts Written Off
Adjustment Types Report
Adjustments By Type
Adjustments Reconciliation
Annotations Master
Application Interfaces
Appointment Time Scheduled By Service Type
Appointments
Audit Trail
Audit Trail – Detailed
AutoNotes Master
Clinical Exams Master
Collection Exceptions
Collections Reconciliation
Conditions Master
Contact List
Coverage Book Master
Coverage Production
Credit Distribution Audit Trail
List of ReportsCustomized Hours Report
Daily Fee Exceptions
Daily Production/Collection Summary
Day Sheet
Deleted Transactions
Delinquent Accounts
DenOptix Scan Types Master
Deposit Report
Deposit Report With Itemized Cash
Detailed Contact List
Detailed Exploding Codes Master
Detailed Production By Doctor
Detailed Treatment Plans
Digital Image Exams For Patient
Digital Image Exams Master
Discounts Master
Document Groups
Electronic Claims Submission Summary Report
Electronic Submission Summary Report
Employee Time Sheets
Employer Coverage Book Report
Employer Master – Detailed
Employer Master – Summary
Employer Prompts Master
Employers By Insurance Company
Example Groups
Exploding Codes Master
Fee Schedules – Detailed
Fee Schedules Master
Finance Charge Report
Image Template Master
Incomplete Clinical Exams
Informed Consent Master
Insurance Companies Master
Insurance Company History
Insurance Company Productivity
IntelliCare Report
Lab Case Types Master
Lab Cases Master
Laboratory Master
Letters Master
Medical History Answers
Medical History Exam
Messages Master
New Persons
Office Chairs Master
Orthodontic Patient Master
Orthodontic Patients By Insurance Billing Period
Outstanding Balances By Preferred Dentist
Outstanding Claims By Aging Category
Outstanding Claims By Insurance Company
Outstanding Payment Plans
Outstanding Pre-Authorizations By Insurance
Patient Alerts Master
Patient Analysis Report
Patient Arrival Tracking Reports
Patient Chart Labels
Patient Chart Laser Labels
Patient Fee Schedules
Patient History
Patient Informed Consent Master
Patient Labels
Patient Laser Labels
Patient Master
Eaglesoft 21
Patient Notes Audit Trail
Patient Notes By Other Referral Source
Patient Notes Master
Patient Privacy Information
Patient Prompts Master
Patient Registration Form
Patient Registration Form With Patient Information
Patient Signatures
Patients By Account Alert
Patients By Discount
Patients By Employer
Patients By Fee Schedule
Patients By Insurance Company
Patients By Other Referral Sources
Patients By Patient Alert
Patients By Preferred Dentist
Patients By Preferred Hygienist
Patients By Responsible Party
Patients Currently Referred Out
Patients On Short Notice
Patients Seen
Patients With Duplicate Names
Patients With Duplicate Social Insurance Numbers
Patients With Email Addresses
Patients Without Recalls
Patients Without Visits
Payment Groups – Detailed Report
Payment Reconciliation
Payment Types Master
Performance Summary
Pharmacy Master
Post-Op Calls
Post Procedure Notes
Practice Audit Trail
Practice Audit Trail Analysis
Practice Audit Trail – Detailed
Practice Information Report
Prescription History Report
Prescription Template Master
Procedures By Provider
Production By Account
Production By Patient
Production Exceptions
Production Reconciliation
Provider Facts
Provider Goals
Provider History
Provider On Insurance Master
Provider Productivity
Provider Prompts Master
Providers Master
Quick Fill List
Quick Pick Assignment Master
Recall Statuses Master
Recall Types Master
Referral Productivity – Detailed
Referral Productivity – Summary
Referral Productivity – Yearly Summary
Referral Recipient and Source Labels
Referral Recipient and Source Laser Labels
Referral Recipient and Source Master
Referral Recipients Master
Referral Sources Master
Referred Patients
Returned Checks Report
Rx Drugs Master
Scheduled Appointments Not Walked Out
Scheduled Versus Goals
Scheduled Versus Goals By Provider
Scheduler Audit Trail
Secondary Deposit Report
Security Profile Master
Service Codes By Fee Schedule
Service Codes By Type
Service Codes Master
Service Codes Productivity Master
Service History
Service History By Other Referral Source
Service Type Productivity – Detailed
Service Type Productivity – General
Service Types Master
Staff Positions Master
Standard Fee Master
System Activity Report
Task Categories
Task Manager
Time Sheet Employees
Time Sheet Work Types
Today’s Appointments
Top Referral Sources
Treatment Plans Master
Trends Practice Management
Unassigned Credit Report
Unpaid Debits Report
ZIP/Postal Codes Master
22 Eaglesoft
TheMoneyFinderisappropriatelynamed,asitwilldojustthat…helpyoufindthehiddenmoneyinyourpractice!Itperformsthisrevolutionaryfunctionbyaccessinganumberofareasinyoursystem,includingAppointmentStatus,InsuranceStatus,RecommendedWork,PlannedTreatmentStatusandCompletedTreatmentStatus.Youspecifythecriteria,andTheMoneyFinderwillqueryyourpatientdatabasetoproduceaconciselistofpatientswhofityourpractice’sneedsatanygivenmoment.
Forexample,TheMoneyFinderwillhelpyoufindpatientswhohavehadscalingandrootplaningbuthavenotfollowedupwithaperiodontalexam.Imaginetherevenueopportunitywhenyouhavethisinformationatyourfingertips!
Print a call list, labels or postcards, or send The Money Finder list
to InContact.
The Money Finder
Eaglesoft 23
SnapShot is a truly amazing management feature. With one clickofthemouse,SnapShotpresentsa“state-of-the-practice”overviewinaneasy-to-readgraphicaldisplay.Youcanviewgraphscoveringsuchessentialareasasproductionversuscollectiontotals,accountsreceivabletotals,adjustmentsandpatientproduction. Youcanchart historical trends and view comparisons for any monthly timesegment.SnapShotisagreattoolformorning“huddle”meetings.
SnapShot
24 Eaglesoft
TracktheperformanceofyourpracticewithTrends.Viewofficetotals according to specified criteria. Import and enter dataaccordingtomonthoryear,andthenpreview,printandsavetheinformation.Withcolor-codedfields,youcanview40keyproductivityindicatorsatonceandrespondproactivelytobusinesstrends.
Trends
Eaglesoft 25
InContact is an interactive contact manager that simplifiestrackingyourpatientbase.InContactenablesyoutostoredifferenttypesofpatientgroupsbasedonrecalls,post-opcallsanddifferenttypesofreports.InContactassistsinthefollowingtasks:callingpatientswithrecalls,callingpatientswithdelinquentaccounts and tracking responses from calls and generatingmailings.InContact’sintegrationwithkeydataareasofEaglesoft–Recalls,Post-OpCalls,TheMoneyFinderandReports–givesyoumorecontroloveryourpractice.
Right-clickintheInContactwindowledgertoperformotherfunctions.YoucanaddapatienttotheInContactlistorselectapatientandeditthepatientrecord.Youcanalsoselectapatientandaddacontactnote,scheduleanappointmentorviewthepatientaccount.TheInContactprintoptionenablesyoutoprintthedataonmailinglabels,postcards,envelopes,lettersandmore.
TheRevenueOpportunitiesoptionhighlightsareasthatmightbeoverlookedbutarefullofrevenuepotential:recallsnotscheduled,overduerecalls,patientswithoutrecalls,plannedtreatmentsnotyetscheduledandothers.Thisalsoallowsyoutoperformsome“whatif”scenariosbyspecifyingthepercentageofpatientswhoarelikelytocomplywiththeproposedareaofopportunity.
InContact
Revenue Opportunities
26 Eaglesoft
EveryWarefortheWeballowsyoutoviewpracticeinformationsecurelyfromanyInternetbrowser.OnceyourofficedatahasbeenuploadedtotheWeb,youcanlogontothesecureEveryWarewebsitetomanageyourpracticedata.Withaneasy-to-useinterface,youcanpointandclickyourwaythroughyourappointments,post-opcalls,prescriptions,phonenumbersandtasks.YoucanalsocreateandedittaskstobeuploadedtoEaglesoft.
EveryWare for the Web
Eaglesoft 27
Staying in touch and sharing information with otherpracticesareimportantaspectsofyourbusiness.Referralsimprovenotonlytheseworkingrelationshipsbutalsoyourdoctor-patientrelationships.Eaglesoft’seReferralWizardenablesyoutoimproveyourrelationships and profits with just a few mouse clicks.Turndays–andsometimesweeks–ofwaitingintominutesbyelectronicallysendingpatientinformation,images,examsandtreatmentplanstootherhealthcareproviders.AllinformationisuploadedtotheEaglesoftsecureserverasaWebpage,andthereceivingproviderreceivesanemaillinktotheserver.
eReferral
28 Eaglesoft
EaglesoftClinicalsoftwaremakesyouroperatoryincrediblyconvenientandproductive.Capturingandstoringvitaltreatmentandexaminformationarefasterandeasierthaneverbefore.Nowyoucandoitall–recorddigitalX-rays,makeclinicalandaudioexamnotes,reviewintraoralimages,presentcosmeticimagingcapabilitiesandaccessapatient’schart–rightfromyouroperatory.Theseefficiencieswilltrulytakeyouroperatorytothenextlevelandwillallowyoutotreatpatientswithadegreeofprofessionalismandefficiencythat’ssuretomakeapositiveimpression.
Eaglesoft ClinicalOneintegratedpackagethatconnectsitall
Now, everybody is on the same page
Eaglesoft 29
Inaddition,ImageDNAguaranteestheintegrityofyourimagesbytrackingchangessinceimageswereacquiredbytheoriginalimagingdevice.Youcanrestassuredthatyourpatientimagehistorycanbeprovenunchanged.Anddon’tforgetthatyoucaneasilyattachimagestocasepresentationswiththeEaglesoft/CAESYPowerPresentation.
Advanced ImagingYoucandovirtuallyeverything–acquire,saveandenhancedigitalX-raysandvideoimages–fromtheAdvancedImagingwindow.Allofyourimagingenhancementsaredonefromthissinglewindow.Youcancolorize,invertandmeasureyourimagesandmuch,muchmore.Eaglesoftalsoincludesfeaturestohelpyouobtainthebestpossiblediagnosticimages:
Exposure Advisor ImmediatelysenseswhenanX-rayhasbeenunderexposedoroverexposedandadvisesyoutoadjustyoursettingstoachievethebestpossibleimage.
EagleEye Viewareasoftheimageinhighcontrast,colorizedorinverted;instead ofapplyingbroadchangestoanentireimage,EagleEyegivesyoutheabilitytochoosespecificareasoftheimage.
Enlighten Adaptivelymodifiesimagebrightnessandcontrasttoadjustforandcorrectoverexposureorunderexposure.
Clarify Accentuatesunseendetailinanimageandallowsyoutodiagnosebasedondetailsthatwouldneverbeseenonfilm.
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Youhaveheardthephrase“seamlessdigitalintegration”,butwhatdoesitmean?WithEaglesoft,weeliminatetheguesswork.SeamlessdigitalintegrationmeansthatyouacquirebothyourintraoralandextraoraldigitalimagesdirectlyintoEaglesoftwithouttheneedforbridgesorlinksfromdifferentbusinesspartners.Inaddition,allyourimagesarestoredsecurelyinonedatabase,inonepatientrecord.Noadditionalsoftwaretopurchase,learn,installormaintain.Digitalfinallymadesimple!
Eaglesoftisproudtoofferintegrationstomanydigitalradiographyandimagingproducts.Thisallowsyouunrivaledflexibilityinselectingthedigitalproductsthatspecificallycomplementthewayyoupractice.
Digital Integrations
As the leader in integrated technologies, Patterson partners with leading digital equipment companies:
Schick PLANMECA Air Techniques Instrumentarium Soredex Sirona Progeny
Please visit our website, www.eaglesoft.net, for a complete list of integrated digital equipment.
Live Video Exam AdvancedImaginggetstrulyadvancedwiththenewLiveVideoExamfeature,whichallowsyoutocapturelivestreamingvideoandsaveyourfootageasmoviefiles.Useforreviewingprocedureswithpatients,trainingordiscussingcaseswithcolleagues.
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CosmeticImagingcontainsthebestimagingtoolstomakeapplyingcosmeticenhancementstoyourimagessimple–savingyoutimeandmoneyandimprovingyourcasepresentations.Allcosmeticimagesaresavedandretainedinthepatient’srecord.Theycanthenbeassignedtotreatmentplans,teethorotherpartsofthepatienthistory.Thecosmeticallyenhancedimagewillalwaysretainitsrelationshiptotheoriginalimage,allowingabefore-and-aftercomparisontobejustoneclickaway.
Cosmetic Imaging
Features:
Rebuildbroken-down,chippedorcrackedteeth
Selectteeth(allteethareautomaticallyfoundandselectedintheimage)
Lengthenandreshapeteeth
Teethwhitening
CustomizableSmileLibrary
SmileTry-in
Customizablepresentationsandreports
Before-and-aftercomparison
LorinSmileLibraryof72images(optional)
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Easilycreateacomprehensive,legiblerecordofpatientcarewithChart.Withcustomizablecolor-codinganddrawtypes,chartconditions,andproposed,existingorcompletedtreatments.ItemschartedherearedisplayedgraphicallyontheChartandareaddedtothepatient’shistory.Inaddition,youcanuseTransparencyChartingtoviewtreatmentcompletedpriortothecurrentproposedtreatmentonthesametooth.
Chart
Treatment Plan EasilyaccessTreatmentPlantocreateplanscontainingproposedtreatmentandtocreateEaglesoft/CAESYPowerPresentations.
Watch Tooth Addorremoveawatchtoatooth,entercommentsandselectsurfacestowatch.
Right-Click Functionality Viewimages,historyandmoreforagiventooth.
Walkout PerformaWalkoutfromChart,anditemsmarkedPosttoWalkoutwillbeautomaticallypopulated.
Quick Pick ConvenientlygroupsimilarservicestogetherontheQuickPickbuttons.
Unscheduled Appointment Right-clickonanitemintheLedgertoquicklycreateanUnscheduledAppointment.
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Periodontaldiseaseisagrowingpublichealthconcern.EducateandtreatyourpatientswithconfidenceusingEaglesoftPerioChart.Recordpocketdepth,gingivalmargin,furcationinvolvement,mobilitygrade,mucogingivaljunction,bleedingandsuppurationwitheasetocreateacompleterecordfordiagnosis.Createyourowntemplatefortheorderinwhichyouwanttorecordmeasurements.Withanatomicallycorrectteeth,visuallycompareprogressionorimprovementofperioconditionsbyviewingacomparisongraphofuptothreeexamdatesofchoiceorbyprintingacolor-codedreport.
Perio Chart
UseVoiceinPerioChartandthroughoutEaglesoftClinicalsoftwaretofreeyourhandsformoreimportanttasks.SinceEaglesoft’sVoicemoduleusestheMicrosoft®Speechengine,youcanlearntouseitquicklyandeasilytrainittounderstandyourspeech.Witheachuse,Voiceisfine-tunedforincreasedaccuracy.
Voice
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CombineChartandallpatientexaminformationintotheClinicalExamforquickandeasyaccesstoinformationrecordedduringcurrentandpastexams.
Clinical Exam
Viewing,recordingandmanagingnotesareeasywithNoteHistory.Fromonefullyintegratedwindow,youcanrecordaudio,scribbleandtextnotes.Theeasy-to-usenotesledgerenablesyoutosearch,filterandprintnotes.Trackalldeletionsandeditsmadetoapatient’snotewhilekeepingtheoriginalnoteintact,sinceoperatorynotesareanimportantpartofmedicalhistory.Inaddition,youcanassignnotestoteethandtoproceduresforeasyaccessfromthetoothandperiochart.
Patient Notes
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Legendary Support Patterson’s renowned support team offers you many benefits and services specially designed to help your practice grow.
One Phone CallTheEaglesoftsupportteamisjustonephone callaway:800-475-5036.ServiceClubmembersreceivefreepriorityservice,butnon-ServiceClubmembersreceiverapidsupportforafee.
Software UpdatesWhensoftwareupdatesforyourcurrentEaglesoftproductsareavailable,ServiceClubmemberspayno updatefee.Non-ServiceClubmemberspayforeachupdatemissed.
eNewsletterReceivesoftwaretipsandtricksdirectlyfromoursupportteam.
Unlimited Email SupportSimplyemailthesupportteamatsupport@eaglesoft.netorgototheOnlineMenuinEaglesoft.
Live HelpGetanswerswithoutpickingupthephone!AccessLiveHelpdirectlyfromwithinEaglesoftorby visiting www.eaglesoft.net. Simply select LiveHelp,thenchoosefromthelistingofsupportedproducts.Withinsecondsachatwindowappears,connectingyoutothefirstavailablesupportspecialist.
Remote SupportThisdiagnostictoolallowstheEaglesoftsupport teamtoworkdirectlywithyourcomputersystemtopinpointconcerns.Havingyoursupportspecialistphysicallyseetheproblemmakesiteasytowalkthroughsolutionsonscreen.
FAQFindanswerstoyourquestionswiththis24/7supporttool.Searchoursolutiondatabase,emailquestionsdirectlytooursupportteamandevencheckthestatusofyourquestion.Simplyvisitourwebsiteatwww.eaglesoft.netandselectFAQ.Inaddition,youmayaccessFAQfromtheEaglesoftOnlineMenu.JustselectFAQ.
System SnapshotCustomer-authorized,Internet-basedsupportserviceenablesyoutoprovidesystemspecifications,runningprograms,memoryandmoreinareportsentelectronicallytothesupportteam.Nomoreguesswork.
The Compliance CheckerEasilyidentifynoncomplianthardwareandsystemsettings.
Patterson Technology Center1201 Althoff Drive P.O. Box 1267 Effingham, Illinois 62401eaglesoft.net
Support: 800.475.5036 Sales: 800.294.8504 Fax: 217.342.6950
Copyright©2011PattersonDentalSupply,Inc.Allrightsreserved.T120083(11/11)
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