How Andre Gets an “Active” Patient Count in Eaglesoft
I’ll start with:
What is an “Active” Patient? In my opinion, it’s a Patient with a Scheduled Appointment. If they are not scheduled they are not in a “active” cycle. Someone in a tracksuit standing on the sidelines is not in the race.
One of the best reports to start with in Eaglesoft is the Patient Analysis Report (PAR). It’s the first report I run when I do Eaglesoft Training. Take a look at the upper right of the report. You’ll see # of Active Seen in Last 12 Months.
This will give you a count of the number of individual patients you have posted Service Codes in Walkouts during the last 12 month and “should” reflect the number of patients who have been “actively” being treated in the last 12 months. But there could be false information lurking in that number.
If Bob walked in and bought an electric Toothbrush head but had no other treatment in the last 12 months and the office did a Walkout for an in-office made up Service Code for a “Sonicare Toothbrush head 2-pack”, Bob counts in the “Patients seen” numbers.
This gets compounded when practices walkout the ADA codes for Failed and Cancelled appointments instead of using the “proper” deleting Appointments process. Each time that happens, the same result muddies the “Patients Seen” numbers.
The database in Eaglesoft defines “Active” as a Patient who has the "Active" box checked in their Patient Preferences. That’s it.
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.
