Andre’s Eaglesoft Blog Page
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Andre’s Eaglesoft End of Year (EOY) Guide.
Typically, the Patterson Technology Center (PTC) gets a VERY high volume of calls for the End of Year (EOY). The process of doing the EOY is really the same as the End of Month (EOM) just with a higher stress level. Here are some of Andre’s End-Of-Year Eaglesoft suggestions
Hey Andre, Can you recommend experts in dental team skill development?
Can you recommend experts in dental team skill development?
How Andre Fixes Eaglesoft Claims Stuck “in Process”
There are times in Eaglesoft when a claims or two can get stuck “In Process” and you’ve received a payment and can’t post it. Here is how to fix that.
How Andre gets a HIPAA Friendly View of the Schedule in Eaglesoft without Ctrl+H
Eaglesoft allows users to use the Ctrl+H command to hide Protected Health Information (“PHI”) but I find that most offices are using that AFTER the patient in the chair has been staring at the screen for a few minutes.
Podcast Episode How To Squeeze All The Juice Out of Your Dental Practice with Andre Shirdan
In this episode of The Truth Behind Dentistry, Dr. Matthew Norton of People Plus Purpose talks with Andre Shirdan. Andre is an author, inspirational/motivational speaker, certified software trainer, CAD/CAM/CBCT training professional and National Speaker. They talk about how Andre got into the business of dentistry and how it became his passion to help dentists “squeeze all the juice out of dentistry” as he always says. Andre was the founder of Systems Practice Management, a dental practice management, training and consulting firm. Creator of the CREW team building and training process, contributing creator of the companies DentaLife, Dynamic Dental Systems and HMS and co-author of the periodontal protocol Stat-Ck.
How Andre Redistributes a Previously Posted Insurance Payment in Eaglesoft
If you notice a previously posted Insurance Payment was incorrectly distributed by Procedure, Patient or Provider in Eaglesoft, there is a “back door” way to correct this.
How Andre Adds a Forgotten Services to an Open Claim in Eaglesoft
Let’s say the Walkout is “complete” and then someone from the Clinical Crew comes up and says: “I forgot we also to a PA! Can you add it to the Walkout?”
How Andre Reschedules a Patient Appointment in Eaglesoft
Rescheduling an Appointment is a simple process but there are multiple ways of doing it in Eaglesoft.
How Andre Recovers a Lost Toolbar in Eaglesoft
If you lose your Toolbar the BEST thing you can do is to contact the Patterson Technology Center (“Support”) at (800) 475-5036.
The second-best thing you can do is delete the config file to get it back.
How Andre Deals with Duplicate Patients in Eaglesoft.
Eaglesoft does warn users if you happen to try to save a “duplicate” patient, right? Kind of. You will be warned if the name is “identical”. Charles Smith and Charles A. Smith won’t get a warning.
How Andre Can improve dental practice efficiency with Eaglesoft training
How Andre Can improve dental practice efficiency with Eaglesoft training
How to Choose the Right Team Building Keynote Speaker (From a Speaker Who Builds High-Performing Teams)
How to Choose the Right Team Building Keynote Speaker (From a Speaker Who Builds High-Performing Teams)
Andre Explains Where “Deleted Credits” Come from in Eaglesoft.
You’re reviewing your Eaglesoft Day Sheet Report and notice there are Deleted Credits. What are they and how do they typically show up?
How Andre Adds A Photo ID into Eaglesoft
Patient photos are an important part of my workflow. Knowing who a patient is when they are in the reception area is as important as it is to identify the Patient for insurance or collections. To make this easier, I began to scan photo ID cards into Eaglesoft and tagging them as Patient Photo in Eaglesoft Advanced Imaging.
How Andre Recommends a Proper Log Off and Exit from Eaglesoft
If you are the last users and you do not receive a message, there is a good chance that other users are not exiting Eaglesoft “properly”. The first this I would recommend is to remove the "Exit" button/icon from each workstation’s toolbar and replace with the "Log Off" button/icon.
Andre’s Eaglesoft Error Database
This is the Eaglesoft Field Guide's Official Error Report Blog Page. When I get an Error Report, I will post the Error and any SOLUTIONS or SUGGESTIONS. I'm going to "try" to keep it as simple and clean as possible so IF you have a particular error, you can get some feedback from other Eaglesoft users. This is the best place on the web to find Eaglesoft Training!
How Andre Uses Appointment Types in Eaglesoft.
Eaglesoft How-to: What Choices have you made for Appointment Types in Eaglesoft? Andre (The Eaglesoft Field Guide) explains how to you can make this work in Eaglesoft.
Are Your Impactions Showing Up in Your Perio Chart? Andre Shows You How to Fix That in Eaglesoft.
Eaglesoft How-to: Impacted Teeth sometime Show Up in the Perio Charting. They shouldn’t? Andre (The Eaglesoft Field Guide) explains how to you can make this work in Eaglesoft.
How Andre Uses Customizable Patient Prompts in Eaglesoft
Eaglesoft How-to: How to set up Custom Prompts to add a few more questions to your Registration Form Like Emergency Contacts or Physician info? Andre (The Eaglesoft Field Guide) explains how to you can make this work in Eaglesoft. The best place on the net to find Eaglesoft training
How Andre Gets a List of Patients Scheduled With A Particular Insurance (Maybe To Verify Coverage) In Eaglesoft
Eaglesoft How-to: Need a List of Patients coming in “tomorrow” to Verify Insurance? Andre (The Eaglesoft Field Guide) explains how to you can make this work in Eaglesoft.