Dental.com Transition Frequently Asked Questions

1
Dental.com TransitionFrequently Asked Questions

• In Dental.com, the patient remained selected when
  switching between modules. How does EagleSoft
  handle this?
• EagleSoft offers many options for patient
  selection
• Use the right mouse click from OnSchedule or
  Account to navigate between areas of the software
  using the same patient
• In OnSchedule, using the OnSchedule Navigation
  Toolbar will take you to other areas of the
  program based on the patient you have selected on
  the schedule
• F5 button
• Last Person Button and Last Person Hyperlink

2
Dental.com TransitionFrequently Asked Questions

• The ledger in Dental.com displayed less
  information. How can I change the Account Screen
  in EagleSoft to be similar to what I am used to?
• Several options are available
• Default account filter allows you to hide ledger
  items by default
• The filter button in account allows you to filter
  on a view-by-view basis
• The view history on account right-click menu
  provides you with the service history for the
  selected patient only

3
Dental.com TransitionFrequently Asked Questions

• Does EagleSoft have a feature similar to the
  Patient Display screen in Dental.com?
• Yes, EagleSoft has a feature called Patient
  Summary. This screen provides you with the
  patients insurance information, balance, last
  payment, basic demographics and much more.
• Found under Activities
• Can also add this to your toolbar for easier
  access
• Accessible in Account Screen- right mouse click

4
Dental.com TransitionFrequently Asked Questions

• Dental.com allowed me to complete the entire
  walkout from one screen. Is there a way to do
  that in EagleSoft?
• EagleSoft offers several options for walkout
  processing
• Fast Walkout from the edit appointment screen
  will automatically pull any services attached to
  the appointment into the walkout eliminating the
  need to manually key in the services
• Quick Walkout allows you to skip the payment and
  insurance screens during the walkout process
• Uses default option for submitting claims
• Disabling prompt to distribute will
  automatically distribute any payment posted to
  oldest balance which eliminates distribution
  screen
• Only can be disabled if office does is not on
  Payment Disbursements
• Can be disabled under File/Preferences/Accounting

5
Dental.com TransitionFrequently Asked Questions

• Dental.com provided me with a list of explosion
  codes in the walkout eliminating the need to
  memorize service codes. Does EagleSoft offer
  anything like this?
• Yes, EagleSoft does have the ability to create
  exploding codes
• Setup through Lists/Exploding Codes
• Begin each Exploding Code with a . so they will
  be grouped together
• Remember to use easy to remember descriptions

6
Dental.com TransitionFrequently Asked Questions

• Can I print a receipt for an entire family and
  include as many days as I would like within
  EagleSoft?
• Yes, you have a few options
• Select the Report button in the Account screen
  and choose desired date range
• Select specific services and/or payments in the
  Account screen and right mouse click to select
  View Walkout. You can then print the items you
  selected
• Select Todays receipt which will print all
  detail for the current day if the family was seen
  all on the same day

7
Dental.com TransitionFrequently Asked Questions

• Is there an option in EagleSoft chart to view
  both existing and proposed treatment on the same
  tooth?
• Yes, you can setup viewing options upon opening a
  patients chart under Chart Preferences
• If you want to modify the view on the fly, while
  in the patients chart, simply click on the Show
  What button for a one time viewing option
• You may also right click on a tooth and choose
  history to see what services are attached to that
  tooth

8
Dental.com TransitionFrequently Asked Questions

• In Dental.com, I did not have to close insurance
  claims as it was done automatically. Does
  EagleSoft offer this as well?
• In Version 13.00, we created a preference to
  automatically enable the final payment option
  when posting an insurance claim.
• To set this up, simply go to File/Preferences/Insu
  rance and check When making insurance payments,
  default Final Payment as checked.

9
Dental.com TransitionTips and Tricks

• EagleSoft has Alerts that you can create in your
  system.
• 3 categories
• Account- can create list under Lists/General
  Setup/Account Alerts
• Patient- can create list under Lists/General
  Setup/Patient Alerts
• Prescription- when assigning a prescription to a
  patient, you have a checkbox option to create
  alert based on current prescription
• Preferences can be setup to define when the
  alerts should appear on a patient under
  File/Preferences/Alerts

10
Dental.com TransitionTips and Tricks

• EagleSoft has Notes that you can create in your
  system.
• Patient Notes- free form section to enter
  specific information regarding patient selected
• Account Notes- free form section to enter
  specific information regarding account selected
• Can create alert See Patient Notes or See
  Account Notes if you want staff to view notes
• Auto Notes- Allows you to save frequently used
  notes so you can assign to a service code which
  will automatically create a post-procedure note
  when the service code is walked out
• If you would like to edit an Auto note assigned
  to a patient, go to note history window and make
  modifications
• Can also assign an Auto Note to an Insurance
  claim Remarks for Unusual Services section

11
Dental.com TransitionTips and Tricks

• Payment disbursements (Provider Payment
  Distribution)
• Setup under File/Preferences/Accounting
• EagleSoft has a 2 options on how payments are
  posted on family accounts
• Distribute amount to Preferred Dentist-
  automatically distributes payment to the
  patients preferred dentist- regardless of who
  performed the services
• Prompt to Distribute Payments- will pay off the
  provider with the oldest balance first, but will
  allow you to over ride the distribution at the
  time payment is being posted

12
Dental.com TransitionTips and Tricks

• OnSchedule- Appointment Queue
• Family Appointments- Allows easier creation of
  Family Appointments.
• Accessible from
• Edit Patient
• Account Screen
• Drag and drop desired family member into schedule
  time slot
• Unscheduled Appointments- Allows you to capture
  all appointment information without committing to
  a specific time, chair and date.
• Accessible from
• Treatment Plan
• Chart

13
Dental.com TransitionTips and Tricks

• Task Manager is a way to schedule recurring tasks
  for a day, week, month or once a year.
• Suggested Tasks/reminders
• End of Day
• End of Month
• End of Year
• Resetting of Insurance Benefits
• Aging