How Andre Can improve dental practice efficiency with Eaglesoft training

#! Independent Eaglesoft Trainer

Improving a dental practice’s efficiency with Eaglesoft training comes down to using the software the way it was designed to be used, not just the basics staff pick up on their own. Here’s a clear, practical breakdown of how targeted Eaglesoft training directly improves efficiency—and where most practices leave money and time on the table.

1. Reduce Daily Bottlenecks Through Role-Based Training

Most inefficiencies happen because everyone knows a little, but no one knows their full workflow.

What to do

  • Train by role (front desk, clinical, hygiene, billing, management)

  • Focus on end-to-end workflows, not isolated features

Efficiency gains

  • Faster check-in/check-out

  • Fewer handoffs and interruptions

  • Less “Who knows how to do this?” moments

2. Master Scheduling & Chair Utilization

Eaglesoft’s scheduler is powerful—but often underused.

Training focus

  • Proper appointment types & time blocks

  • Smart use of provider columns

  • Identifying production vs. hygiene gaps

Efficiency gains

  • Fewer holes in the schedule

  • Better production per hour

  • Reduced overtime and rushed days

3. Eliminate Duplicate Work & Manual Entry

Many practices unknowingly do the same task twice.

Training focus

  • Auto-posting procedures

  • Linking clinical notes to billing

  • Using templates, shortcuts, and defaults

Efficiency gains

  • Less charting time

  • Fewer billing errors

  • Faster end-of-day close

4. Improve Billing Accuracy & Cash Flow

Poor Eaglesoft training often shows up as:

  • Insurance delays

  • Rejected claims

  • Confusing patient balances

Training focus

  • Clean insurance setups

  • Correct claim workflows

  • Using reports to catch errors early

Efficiency gains

  • Faster reimbursements

  • Fewer reworked claims

  • Less front-desk stress

5. Use Reports to Make Better Decisions (Not Just “Run Them”)

Most offices run reports—but don’t interpret them.

Training focus

  • Production vs. collection reports

  • Unscheduled treatment tracking

  • Provider performance metrics

Efficiency gains

  • Data-driven scheduling

  • Smarter staffing decisions

  • Targeted growth instead of guesswork

6. Shorten Onboarding Time for New Team Members

Untrained new hires slow everyone down.

Training focus

  • Standardized Eaglesoft workflows

  • Written + video SOPs tied to Eaglesoft steps

Efficiency gains

  • Faster ramp-up

  • Fewer mistakes

  • Less reliance on “that one person who knows everything”

7. Ongoing Training (Not One-Time)

Eaglesoft updates + staff turnover = lost efficiency over time.

Best practice

  • Quarterly refreshers

  • Annual deep-dive optimization

  • On-demand training for new features

Efficiency gains

  • Consistent performance

  • Long-term scalability

  • Reduced burnout

Bottom Line

Eaglesoft doesn’t slow practices down—partial training does.
Well-structured Eaglesoft training leads to:

  • More patients seen

  • Higher production per hour

  • Less stress for the team

  • Better patient experience


DISCLAIMER:

This document is made available by Andre Shirdan and provides general information related to dental treatment progress notes.  It is designed to help users cope with their own treatment documentation. This document is not intended to provide legal or claim submission advice. Although Andre has gone to great lengths to make sure the information is accurate and useful, we 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 information and suggestions contained in the structure of this document have been developed from sources believed to be reliable. However, the writer accepts no legal responsibility for the correctness and completeness of this material and its application to specific factual situations.

#1 Independent Eaglesoft Trainer
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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