Let’s start with… There is NO report like that in Eaglesoft. Why? Because there is no way to do a walkout in Eaglesoft without the services posted being sent to insurance. But I’ll explain more in this bloag page.

The ADA introduced Code D9985 SALES TAX on January 1, 2014, to use in jurisdictions that implemented a tax on dental services and required that practices include this code and fee on each claim submission. This is how I add this to Eaglesoft.

I know everyone wants to have the Eaglesoft Toolbars (the row of icons at the top of each Eaglesoft page) the way they “like” them. Well you CAN have it your way. Each Toolbar CAN be customized. That being said. We don’t recommend it.

There are many practices where one Provider is In-Network and one Provider is Out-of-Network, this is fine until they BOTH see the same Patient. Typically, this happens with “Hygiene checks”. Here is how I get this to work in Eaglesoft.

This will be my ongoing “Best Printers for Eaglesoft” page. I’ll add to it as I get suggestions from User.

You create the PERFECT Treatment Plan in Eaglesoft. You’re ready to present it and BOOM! Doctor says:

“Can you add #28 on just in case we need to do that one too!”

Really simple.

Chart Colors in Eaglesoft don’t have to be limited to Blue and Red. Here is how Andre uses all TEN Colors available in Eaglesoft.

While this is NOT the answer to all “disconnection” problems, it’s a good first attempt to address it. As always, tech issues should be addressed by you IT help people or the Patterson Technology Center (“Support”).

This will be my ongoing “Best Scanners for Eaglesoft” page. I’ll add to it as I get suggestions from User.

When I try to edit my Fee Schedules I get an Exclusive use warning. Can I work on Fee Schedules while other users are in Eaglesoft? Don’t worry. There is a way around this.

Question: Insurance Paid More than allowance. Should I:

A) Edit the Original Date of Service and Change the Fee to the New Fee.

B) Something Else

Answer: ANTHIN' BUT A!!!!

There are times when an Insurance Carrier will recoup a previous Claim Adjudication payment from a totally different patients’ payment. On the EOB it shows that they are paying for a service but then show a $0 payment because they are taking away money from a previous EOB. Typically, you’ll see a message like: “a reduction has taken place due to an overpayment on a prior claim”.

Prior to the 21st Century Cures Act (Cures Act) signed into law on December 13, 2016, many people recommended storing Explanation of Benefits statements (EOBs) in the SmartDoc of Each Patient. I never have stored an EOB in Eaglesoft.

Charting dental implants can be tricky in Eaglesoft. Many systems were updated with Service Codes over the years but were not properly attached to Implant Draw Types and the sequence codes are entered can determine is the implant will look properly in the chart.

To create a View of your schedule that is limited to specific Chairs (“Columns”) you have to create a new OnSchedule View. Here are the steps.

Many Eaglesoft users have found that the End of Year (EOY) process gets “stuck” or “freezes”. Many times, it is because the Referral Productivity report is taking a long time to reconcile. Eaglesoft isn’t actually stuck or frozen. Just “thinking” and needs time.

Typically, the Patterson Technology Center (PTC) gets a VERY high volume of calls for the End of Year (EOY). The process of doing the EOY is really the same as the End of Month (EOM) just with a higher stress level. Here are some of Andre’s End-Of-Year Eaglesoft suggestions

There are times in Eaglesoft when a claims or two can get stuck “In Process” and you’ve received a payment and can’t post it. Here is how to fix that.

Eaglesoft allows users to use the Ctrl+H command to hide Protected Health Information (“PHI”) but I find that most offices are using that AFTER the patient in the chair has been staring at the screen for a few minutes.

If you notice a previously posted Insurance Payment was incorrectly distributed by Procedure, Patient or Provider in Eaglesoft, there is a “back door” way to correct this.