Account Screen Features

1
Account Screen Features

• The Account window offers a central place to
  perform most of your daily accounting procedures
  as well as carry a patient from one area of the
  program to another with just a few simple clicks.
  
• The Account window is broken down into 3 areas
• Account Names
• Displays all patients assigned to the Responsible
  Party and will summarize for each patient listed
• Patient Balance and Due Now (excludes Ins Est.)
• NPA, NRA and Next Recall Date
• Last Bitewing, Pano and FMX
• Account Balance Summary
• Will display account balance breakdown by
  category
• Current, 30, 60 or 90 Days
• Contract Balance
• Balance, Insurance, and Due Now
• Account Ledger
• Displays all transactions that are specific to
  the specific account
• Can assign colors to specific transaction
  categories in order to fit the needs of your
  practice

2
Account Screen Features

• Standard Account Screen Features include
  accessing the
• Walkout window
• Insurance Payment window
• Account Payment window
• Create Adjustments
• Edit ledger transactions
• Delete ledger transactions
• Show Distributed amount on payments VS. Show
  entire payment as one entry
• Access Report window
• Access Account Preferences Window
• Access Patient Notes
• Access Account Alerts
• Access Edit Patient Window
• Access Todays Receipt window
• Expand/Retract Ledger option

3
Account Screen Features

• Using Integrated options within the account
  window enables you to access virtually every area
  within EagleSoft. By utilizing the Right Mouse
  Click option on the desired patient name you can
• Call patient (using Autodialer) - Schedule
  Patient
• Access Treatment Plan - Schedule Family
• Access Insurance Info - Access all Clinical
  screens
• View Claims for Patient - View Referral
  Information
• View Claims for Account - View/Reprint Walkouts
• View RX Information - View Patient Summary
• Send Letters or emails - View Note History
• View History - Create Patient Route Sheets
• Print/Queue Statement - View Patient Signatures
• Reprint Last Statement - Access Fast CheckIn
• Access SmartDoc

4
Account Screen Features

• Within the Ledger of the account you can utilize
  the expanded features available in the account
  window. By utilizing the Right Mouse Click
  option within the account ledger area you can
• View Distribution of the selected Payment
• View Claim of the selected service
• Create Adjustment
• Edit selected ledger item
• Delete selected ledger item
• Filter Account Screen
• View selected Walkout
• View RX History
• View Eligibility
• Expand Ledger
• Add service to Outstanding Claim
• Create new Claim for selected service
• View Related Claim items for selected service
• View Related Walkout items for selected service