Andre Explains Why There are 2 Claims for 1 Visit in Eaglesoft
Question: Anyone know why we get two separate claims for a single recall appointment?
Answer: Easy. Each Dentist should be marked as Self for Provider on Insurance (POI) in the Provider set-up and each Hygienist should have a Dentist as their POI. The best situation is to select the Dentist the Hygienist works with “most often”.
In a “Check Up” visit (Evaluation, Imaging and Prophy) the Evaluation will submit on one claim (for the Dentist) and a separate claim will send for the Prophy and Images (for the Hygienist) if the Hygienist is set to “Self” in the POI field.
There are some who have suggested that to file one claim for the Associate Doctor (Eval + Hygiene services), I must create a second Provider for each Hygienist. At the walkout, select the correct Hygienist for the Associate Doctor. OR the Hygienist logs in and out depending on which Doctor is doing the eval.
This is not the case. There is a setting in File>Preferences>Accounting that allows sets the system to “ask” for the Provider on the Claim (see picture).
At the end of the Walkout when you select Save, you will open the Claims Submission window. In this window, you can select the POI that matches the Provider that matches the dentist who performed the Evaluation during the Check-up (see picture)
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. Although I have gone to great lengths to make sure the information is accurate and useful, I recommend you consult a lawyer if you are seeking legal advice.
In no event will the creator of this document be liable for loss of profits or special, indirect, or consequential damages. No action relating to obligations here under may be brought by the reader or author more than one year after the occurrence of the event giving rise to any cause of action. The writer accepts no legal responsibility for the correctness and completeness of this material and its application to specific factual situations.
