Andre Explains the Difference Between a Person and a Patient in Eaglesoft
What’s the difference between a Patient and a Person in Eaglesoft?
You might have never notice that in the virtual Practice Management (“front desk”) screen the icon that is typically the first on the toolbar says “Person” and in the virtual Clinical (“operatory”) screen the icon that is typically the first on the toolbar says “Patient”.
On the OnSchedule toolbar there is only the Edit Patient icon and no link to Person.
So, what’s the Difference? A Patient in Eaglesoft is a Person who gets Treatment, has Appointments and has Service Codes posted to the account.
A Person is a Policy Holder or a Responsible Party who does not get Treatment, Appointments or has Service Codes posted to the account.
This is typically why when a Policy Holder or Responsible Party calls to finally get an appointment they can’t be found. The schedule only shows Patient and not Persons.
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.
