Treatment FAQ

how to change your patterson dental treatment plan

by Leslie Ondricka III Published 2 years ago Updated 1 year ago
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Call the Patterson Technology Center at 800.475.5036. Press 0 to speak to a First Impressionist and ask to speak with a member of the Change of Ownership (CPO) team. An expert will then assist you through the entire process! Email [email protected] to initiate a Change of Ownership.

Full Answer

How do I update the fees for existing treatment plans?

Check the box for Update Treatment Plan Fees if you want it to update existing treatment plans. Check the box for Update OnSchedule Fees if you want it to update existing fees for scheduled appointments.

How do I create multiple treatment plans for one patient?

Eaglesoft - Learn how to create multiple treatment plans for one patient in the treatment plan window: In the Treatment Plan window, type the full or partial last name of the patient in the Patient field and press the Tab key. You can also tab to the ID field, enter the patient ID and press the Tab key.

How do I process a treatment plan in Eaglesoft?

Click Process to access the Treatment Plan Processing window and select Ok to save. To print a treatment plan estimate and/or submit a pre-authorization.see Eaglesoft-Process a Treatment Plan FAQ 10476.

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How do I change a treatment plan template in eaglesoft?

Eaglesoft - Treatment plans can be printed with a specific message of your choosing....Go to List | Practice Management | Messages tab.Click on the Treatment Plan Message drop-down arrow to change the message.Click OK. Note: When you make the change here, this will change for every patient that have a treatment plan.

How do I change my eaglesoft service code?

To edit an existing service code in Eaglesoft, please perform the following: From the Front Desk view, click Lists | click Service Codes | Highlight the code you want to modify | click Edit.

How do you enter a treatment plan in eaglesoft?

0:261:54Eaglesoft Training: Andre Talks about How to Treatment Plan in 60 secsYouTubeStart of suggested clipEnd of suggested clipMy visit numbers if that's what you want to call it. I. Put my tooth number. In. And I can processMoreMy visit numbers if that's what you want to call it. I. Put my tooth number. In. And I can process this treatment plan I'm gonna print through the treatment plan for the patient.

How do I change the service code for therapy notes?

Edit an Existing Service CodeClick the User Icon > Settings > Service Codes.Click on the hyperlinked code.Edit the details of the service code as necessary. The service code itself cannot be changed.Click the Save Changes button.

How do I change my Eaglesoft fee?

From the Practice Management screen in Eaglesoft, click Lists | Employers/Coverage List.Select the employer and click Edit.Click the drop down next to Fee Schedule and choose the correct fee schedule. Click OK to save changes.Click Yes to the confirmation message.

How do I change the default provider in eaglesoft?

Eaglesoft - Change the Preferred Provider for a Patient or for the PracticeGo to Lists | Person.Edit the patient.Click on Preferences. There is a preference for the preferred dentist and hygienist in this window.Click on the down-arrow for dentist or hygienist to change to another provider.

How do I add a service code in eaglesoft?

Eaglesoft - Add/Change a Draw Type to a Service Code:Go to Lists | Services or Service Codes.Edit an existing Service Code or click New to create a new code.If you want to create a new Service Code, ensure that the Affected Area is set up correctly. ... Select the Chart Setup button to set up this area.More items...

How do I resubmit a claim in eaglesoft?

Recreate an Insurance ClaimLocate the correct service(s) on the Account screen.Click on the service to highlight it. ... Select the Smart Claim button.Click OK | Yes in the Recreate Claim screen.Make any necessary changes to the Insurance Questions screen and click OK to process the claim.

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