How Andre Adds a Forgotten Services to an Open Claim in Eaglesoft

Let’s say the Walkout is “complete” and then someone from the Clinical Crew comes up and says: “I forgot we also to a PA!  Can you add it to the Walkout?”

You sure can if you have not submitted that claim!

  • Walkout the PA and Edit the Service.

  • Uncheck the Submit On Insurance check box

  • Select Apply

  • Right Click on the PA.

  • Select Add To Outstanding Claim

  • A pop-up window will open, and you can select the new UNSUBMITTED claim to add this service.

  • Click the Add to Selected Claim button.

Done!

DISCLAIMER:

This is a resource guide and all decisions on each dental office setup should remain the sole decision of the dentist/owner of the practice. Eaglesoft is a registered trademark of Patterson Dental Company.  All other software or products mentioned are the property of their respective owners. Although Andre Shirdan was an employee of Patterson Dental, he is not associated with Eaglesoft or Patterson Dental Company or endorsed by Patterson or any other Company Mentioned in this blog


Andre Shirdan

Andre is a compelling speaker and storyteller and delivers high-energy presentations on creating the perfect practice with humor and a genuine, down-to-earth style. He lives his message and reveals simple, effective strategies that anyone can use to get on track, build resiliency, reduce stress, and cultivate a strong dental business.

https://TheCrewProcess.com
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How Andre Redistributes a Previously Posted Insurance Payment in Eaglesoft

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How Andre Reschedules a Patient Appointment in Eaglesoft