From the Treatment Plan window, click Process. The Treatment Plan Processing window is displayed (see the following image). It includes the patient's recall and appointment information. Check the box next to Print Treatment Plan Estimate to print a proposal.
Full Answer
How do I create a new treatment plan in Eaglesoft?
324 •Treatment Plan Patterson EagleSoft Overview 15.00 2. Click Yesto begi following win n creating a new treatment plan for this patient. The dow appears. This note only appears on the Treatment Plan Presentation. 3. Enter a Description(name) for the new trea enter any notes about the new plan. tment plan. You can also
How do I enter a serviceo condition in Eaglesoft?
Just click Quick Pick or menu item in the Enter Serviceo Conditionwindow, then select the tooth i Patterson EagleSoft Overview 15.00 Charting Treatment •317 Treatment Plan Treatment Planner
How do I print new patient information in Eaglesoft?
To print the new patient information, select the checkbox next to Include New Patient Information At Top Of Questions. Once you have selected the report you w Previewwindow appears to allow you to review the report before actually print it. Patterson EagleSoft Overview 15.00 Clinical Exam •369
How do I edit an unscheduled appointment in Eaglesoft?
to an unscheduled appointment. Edit Unscheduled Appointment – Select this option to open an existing or new unscheduled appointment. Remove Item From <Plan Name> – Remove item from the current plan. M Patterson EagleSoft Overview 15.00 Treatment Plan •323
How do I add treatments in eaglesoft?
0:261:54Eaglesoft Training: Andre Talks about How to Treatment Plan in 60 secsYouTubeStart of suggested clipEnd of suggested clipFirst we start with treatment. Plan patient there's no plan for this patient we're going to create aMoreFirst we start with treatment. Plan patient there's no plan for this patient we're going to create a new page a new treatment plan name I'm gonna call this extraction. And implant number 18.
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 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 I submit pre D to 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 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 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 I post an insurance payment in eaglesoft?
To post account payments, go to the Account Payment tab. This tab includes new screens for distribution and overall layout of the account information. When ready to start posting, choose the form of payment from the Payment Type drop-down menu.
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 create an alert in eaglesoft?
To Add the New Alert to a Patient:Open the patient's Edit Patient screen.Click on the Alerts button.The 'available alerts' are on the left. Highlight the needed alert and click on the Add button. This will move the alert to the Alerts for this Patient section.Click OK.