How Andre deals with The Referral Productivity report freezing the EOY Process in Eaglesoft.

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.

Unchecking the report can sometimes help but, unchecking in versions after 19, only stop a “paper” report form printing. The report is still generated and saved in the Practice Information SmartDoc.

The “best” advice is to just “walk away” and come back. Much like the idiom “a watched pot never boils”. You may walk away and, in an hour, or so, the EOY will complete.

The only thing that I have heard of that works is to restart the server. Then before doing anything else in Eaglesoft, process the EOY again to see if it proceeds without getting stuck.

WARNING: When you get the “Would you like to finish processing the EOY” make sure to answer “Yes” or the EOY will not complete, and you’ll have to start all over again.

 

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 Creates a View of the Schedule with Just Hygienists in Eaglesoft

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Andre’s Eaglesoft End of Year (EOY) Guide.