Treatment FAQ

how to phases treatment plans in eagelsoft software

by Cyril McDermott Published 3 years ago Updated 2 years ago
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Sort items in the treatment plan by clicking on any column heading. For example, click on the # button to sort the treatment plan items by phase, Tooth to sort by tooth number or Status to group all items of the same status together.

Part of a video titled Andre Talks about How to Treatment Plan in 60 secs - YouTube
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Full Answer

How can Eaglesoft help you create a treatment plan?

Give your patients the information they need to come to an informed decision and accept the treatment you recommend. Eaglesoft allows its users to effortlessly create comprehensive treatment plans in minutes and with the right knowledge, maybe even seconds! Here are a few tips to help you master the treatment plan window…

How do I sort items in the treatment plan?

Sort items in the treatment plan by clicking on any column heading. For example, click on the # button to sort the treatment plan items by phase, Tooth to sort by tooth number or Status to group all items of the same status together.

How do I rearrange treatment items?

To rearrange treatment items, use the arrow buttons. Selected services can be moved up or down accordingly, as treatment changes. Insurance will automatically be recalculated as services are reorganized. Select View All Items to view all services from all treatment plans on one page.

Why did April Mills choose Eaglesoft?

April Mills set her sights on growth as a new co-owner of a Columbia, South Carolina, dental practice, and she saw Eaglesoft as a tool to help her get there. “Since using Eaglesoft, we have been able to implement systems that have increased our production exponentially,” she says. “This practice is hitting record numbers and production threefold.”

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How do I process a treatment plan in eaglesoft?

Eaglesoft - Process a Treatment PlanFrom the Treatment Plan window, click Process. ... Check the box next to Print Treatment Plan Estimate to print a proposal. ... Select one of the following Method radio buttons: ... Select the checkbox Group By Appointment to group items by appointment date/name.More items...

How do I change my treatment plan 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 email an eaglesoft treatment plan?

Go to the Front Office screen of Eaglesoft. Click File | Preferences | SmartDoc tab. Check mark to save your Treatment Plans. Click OK....If you have Outlook or Outlook Express setup and are able to email directly from Eaglesoft:Edit the patient.Click on SmartDoc.Choose the Treatment Plan.Click File | Email.

How do you perform a predetermination on eaglesoft?

Print or Electronically Submit a Pre-AuthorizationGo to Activities | Treatment Plan.Review or create a needed Treatment Plan. ... Make sure Quick Process (at the bottom right of the window) is NOT checked. ... Check the box to Print/Submit Pre-Authorization.Highlight the plan you wish to create a Pre-Authorization for.More items...

How do I run the audit trail in eaglesoft?

Go to Reports, Scheduler tab, Scheduler Audit Trail. In the Scheduler Audit Trail Filter, the 'Server Audit Trail Logs' tab will be selected. Choose either Date/Time Recorded or Appt Start Date/Time in the Date Type field. Enter the desired filter criteria and click OK to generate the report preview.

How do I run an aging report in eaglesoft?

How do I run the outstanding insurance aging report in Dentrix, OpenDental, and Eaglesoft?Go to the Office Manager Tab in Dentrix.Then go to “Reports” at the top left of the screen in the toolbar area.Select “Ledger”Select “Insurance Aging Report”If you are trying to get a baseline.More items...•

How do I run statements in eaglesoft?

There are a few ways to access the Statement Wizard in Eaglesoft:On the Practice Management, Integrated or Clinical main screens, click on the Statement Wizard icon in the main toolbar.While in the Integrated Mode, you can easily click on the Statement Wizard icon on the desktop.More items...

How do I run reports in eaglesoft?

Running a Production Report in EagleSoftFirst, go into All Reports in EagleSoft.Highlight the Daily Production/Collection Summary report.Click the Process button.Under “Dates” select “Other Range of Dates” from the drop-down.Under Range – choose the begin and end date for the report.Click Preview Report.

How do you do end of day in eaglesoft?

Eaglesoft Version 21 and AboveGain Exclusive Use of Eaglesoft by having all users Exit Eaglesoft. ... From the Practice Management screen in Eaglesoft, go to Activities | Process End of Period.Select End of Day | Expand End of Day Processing | Select Run Manually.Enter a Description reflecting the End of Day being processed.More items...

A Perfect Pairing, Zuub and Eaglesoft!

Zuub and Eaglesoft work perfectly together! Connect your Eaglesoft with Zuub and experience how a modern day treatment plan should be presented to your patients.

A Perfect Pairing, Zuub and Eaglesoft!

Zuub and Eaglesoft work perfectly together! Connect your Eaglesoft with Zuub and experience how a modern day treatment plan should be presented to your patients.

Eaglesoft Dental Practice Management Software (PMS) Is Suitable For Both Small And Large Dental Practices

Eaglesoft provides comprehensive clinical and management tools to dentists. Eaglesoft users are able to manage patient scheduling, patient portal, reminders, e-prescriptions, scheduling, automated appointments, etc.

Request Your Demo Today!

Experience for yourself the difference Zuub can make to your Eaglesoft PMS by taking advantage of our Demo. Contact our office to see how seamlessly Zuub integrates with Eaglesoft, and take the first step towards making your dental practice more profitable by increasing your case acceptance rates.

How to contact Eaglesoft support?

As always, remember our support team is just a phone call away, so please call us with any questions or concerns (1-800-475-5036) . Our goal is to help you to become as efficient as possible, using Eaglesoft’s convenient tools.

How to move items from one treatment plan to another?

Easily move items from one plan to another by right-clicking on the service. Sort items in the treatment plan by clicking on any column heading. For example, click on the # button to sort the treatment plan items by phase, Tooth to sort by tooth number or Status to group all items of the same status together.

The power of proven performance

Welcome to seamless integration. Eaglesoft is your entire dental practice management solution, from patient scheduling and insurance claims to paperless charting and digital image manipulation. Eaglesoft’s simple and easy-to-use interface streamlines your day-to-day operations and increases your practice’s efficiency. Now that’s smart.

Craft your most productive schedule yet

Imagine a digital solution that helps you easily track business performance and create a more productive practice.

Find more time in your front office workday

Simplify your day-to-day schedule so you can focus on building stronger patient relationships.

Insurance

Create coverage books to accurately estimate the amount an insurance company will pay on individual services.

Scheduling

Create timely notifications concerning patient care or records and place specific icons on a patient’s appointment record.

Advance your practice, impress your patients

Wait until you see Eaglesoft’s clinical features – introducing practice management made easy.

Eaglesoft case studies

Reluctant to make the switch to new practice management software? Office manager Pam McDonald was initially overwhelmed by this prospect, in part because she considers herself not very computer-savvy. Patterson’s unmatched expertise and support made the transition to a new process easy.

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