Patterson EagleSoft Overview 15.00

Transcription

Initial Setup – Unit 1
This unit contains the following chapters:
Patterson EagleSoft 15.00
Logging On
Security Administration
Using Patterson EagleSoft 15.00
Menu Tour
Quick Start Basics
Initial Setup – Unit 1 • 1
Patterson EagleSoft 15.00
Welcome to Patterson EagleSoft!
Welcome to Patterson EagleSoft, the Windows®-based dental practice
management system.
With EagleSoft, your office and operatory are more efficient, more productive and
more profitable. EagleSoft has developed a system that takes control of your
practice management and leaves you with more time to concentrate on your patients
and profits.
About EagleSoft
With EagleSoft, data is automatically updated throughout the system once it is
entered; there is no need for constant keying of the same information. Reports are
available on most topics and are accessible from several different areas. Employers,
insurance companies, service codes and fee schedules can be linked for simple
insurance processing. The flexibility of the design enables you to customize
EagleSoft to the ultimate benefit of your office.
The information within the User’s Guide is also available in the online Help.
Things to Remember
When using this guide, remember:
2 • Patterson EagleSoft 15.00
•
When pointing you to certain areas of the software, the guide is written
as if you are viewing the Integrated Mode window. For example, if
you are going to set up patients, you need to access the Lists menu,
then Practice Management Lists and then choose the Person option.
If you are viewing the Practice Management Front Office window,
there is one less step involved. For example, to set up a patient, you
would go to the Lists menu and select Person
•
Both Practice Management (Practice Management software) and
Clinical (Operatory software) instructions are available in the same
guide. This enables you to learn the software more quickly and easily
Logging On
Starting EagleSoft
The first step in getting started each day is to log on to the system. The logon
process identifies the user and the date that is associated with each transaction. It is
recommended that you log off and log back on each time you wish to change users
or change the current date.
After installing EagleSoft, select the Windows Start button in the lower left-hand
corner of your Windows desktop.
With your mouse, scroll to the Programs selection.
From Programs, go to EagleSoft.
You have the option of using EagleSoft or the Assistant. EagleSoft is the
option you’ll choose to use your “live” database of patients in the “live” application
of EagleSoft. Assistant is the option to choose if you want to train a new staff
person or if you wish to learn a new area of EagleSoft but not on your “live”
database (so any changes you make do not affect your actual database). The
Assistant has all of the same features of EagleSoft but with sample/test data.
Learn all that you can!
If you are using Multi-User EagleSoft, you must first choose Start EagleSoft
Server to start the database engine, then choose EagleSoft from this or any
EagleSoft workstation.
To use EagleSoft or the Assistant, you may:
1.
From the Programs menu, select the EagleSoft or Assistant icon.
-or-
2.
Double-click the EagleSoft or Assistant icon (if you have set up a
shortcut on your Windows desktop).
Logging On • 3
EagleSoft Log On/Off
Before you log on, you may want to read the chapter concerning security options and
features.
Before utilizing the many features of EagleSoft, you need to log on to the system
by selecting your name from the list of users, entering your password (if one has
been set up) and confirming the date. Logging on to the system with the correct
name enables EagleSoft to record your User Name/ID with each patient
transaction.
Logging On to EagleSoft
1.
From the Logon window, choose the user’s name in the User field.
2.
Enter a Password. A password is only required if the security
administrator has set up passwords for the staff members.
3.
Verify the Date. If the date is incorrect, you should verify that the
system date on your computer is correct.
4.
Select Logon. The EagleSoft Integrated Mode desktop is displayed.
Viewing Users Logged On
There are two ways to view who is logged on to EagleSoft:
1.
From the Utilities menu, select User Summary.
The user(s) are displayed in this window, including the logon time.
Select Exit to leave this window.
-or2.
Simply check the bottom of the virtual screen.
The user’s initials are displayed next to the day, month, date and year.
The Compliance Checker
The Compliance Checker informs the user when a machine is out of compliance
with EagleSoft’s hardware requirements. The Compliance Checker is a
diagnostic tool designed to identify potential performance issues before they become
problems.
The Compliance Checker appears when the EagleSoft program is started on a
machine where components do not conform to EagleSoft’s specifications. Your
options on the Compliance Checker are to Print Report, E-mail Report, Save
Report or Ignore. Selecting Ignore simply closes the window.
4 • Logging On
Select in the number box and enter a suitable number in the Remind Me Again In _
Day(s) section. The Compliance Checker appears again after the number of
designated days has been exceeded.
Use the FAQ link on the Compliance Checker to review articles on each incident
listed on the Compliance Checker.
From here, you can access articles pertaining to the issues stated in the Compliance
Checker.
Logging Off and Exiting in EagleSoft Integrated
Mode
Logging Off
Use the logoff function when logging off and quitting EagleSoft Integrated Mode.
You also need to log off to allow other persons in the office to log on under their
name.
To log off EagleSoft Integrated Mode:
1.
From the File menu, choose Logoff. The Logon window appears.
Select Exit to exit EagleSoft.
Exiting
To exit EagleSoft Integrated Mode:
1.
From the Integrated Mode window, select the Exit icon (an exit
button in the bottom right of the Integrated Mode window).
-or-
2.
Select Exit on the toolbar.
Exiting EagleSoft Practice Management or Clinical
Logging Off
Use the logoff function when logging off and quitting EagleSoft Practice
Management or Clinical. You also need to log off to allow another person in the
office to log on under the user’s name.
To log off EagleSoft Practice Management or Clinical:
From the File menu, choose Logoff. The Logon window appears. Select the Exit
button to exit the program.
Exiting
To exit EagleSoft Practice Management or Clinical:
From the Practice Management Front Office or Clinical Operatory window,
select the Exit icon.
-orSelect Exit on the toolbar.
Select File⏐Exit.
Logging On • 5
Security is one of the most important features when it comes to ensuring that your
data remains protected and accurate. This chapter explains how to utilize the
security options in EagleSoft to specify access levels for staff members.
Before you set up user profiles for your staff, you need to choose a person or persons
to have Security Access rights. This person is usually a dentist or owner of the
practice and maintains the passwords and access levels of each person who uses
EagleSoft.
To use the Assign Provider Security item initially after installing EagleSoft
Version 15.00, the current Security Administrator will need to login as usual. The
Security Administrator will then need to edit a provider/staff profile to assign
administration rights. In the selected profile, select the Security button.
1.
6 • Security Administration
Select Provider from the Show Security Zone dropdown list.
2.
Scroll the list to locate the Assign Provider Security item.
3.
Double-click to enable. Enabled items will have a green “x” next to them.
Administrative User
To give a staff member full administrative rights over the entire system, select the
Administrator profile.
In the Security screen, select Administrator from the Security Profile dropdown
list.
Security Profiles can be
deleted.
The Assign Provider Security item is selected by default.
You will need to log out and log back in before these changes can take effect.
Security Profiles
A Security Profile is a set of security access items that can be applied to specific
users, positions or as defaults for new employees. Profiles can be centrally managed
so a change to the profile changes the access for all users assigned to the profile.
Security Zones
Security Zones are areas of focus and functionality designed to group protocols into
easy to locate groups. Security items may be assigned to multiple security zones.
The items should display in any logical zone based on its application.
Setting Up Security Profiles
The purpose of Security Profiles is they predetermine the security needs of each staff
position. Establish basic security profiles for staff positions and change them as
needed. Profiles allow you to quickly apply security items to new staff. Four default
profiles are provided: Administrator, Basic User, Clinical User and Practice
Management User.
Security Administration • 7
Under Lists | Security Profile, select New to create a new profile.
Name – Enter the desired name for the Security Profile.
Reset to Security Profile – Use the dropdown menu to select an existing profile
from which to start.
Show Security Zone – Use the dropdown menu to select a Security Zone.
Allow All – Select this option to allow all available options for the selected Zone.
Block All – Select this option to block all available options for the selected Zone.
Double-click a list item to manually select to allow or block the individual item.
The text box located at the bottom of the window briefly explains the selected
security item.
Assigning Security Profiles
To access the new Security access, go to Lists | Provider/Staff. In the
Provider/Staff list, select and Edit the desired staff member.
You must have Administration
rights to assign security
profiles.
Select the Security button to Edit/View Provider Security window.
8 • Security Administration
Creating Passwords
1.
In the New Password field, enter the desired password for the selected
provider.
2.
In the Confirm Password field, reenter the password from the New
Password field.
3.
In the next section, establish the security questions and answers needed to
retrieve this provider’s password when lost, forgotten or not established.
In the Security Settings section, use the dropdown arrow to change a Security
Profile.
Current Security Profile – Use the dropdown menu to select a Security Profile.
Show Security Zone – Use the dropdown menu to select a Security Zone.
Allow All – Select this option to allow all available options for the selected Zone.
Block All – Select this option to block all available options for the selected Zone.
Double-click a list item to manually select to allow or block the individual item.
The text box located at the bottom of the window briefly explains the selected
security item.
Security Administration • 9
Using EagleSoft 15.00
The Virtual Screen
Select File on the menu bar.
The Virtual Screen allows
you to move easily between
Practice Management and
Clinical Functions.
If there is a check mark by Show Virtual Screen, the Virtual Screen window is
enabled. To disable it, simply select the option from the dropdown menu, removing
the check mark beside it. One of the unique features of EagleSoft is the virtual
screen. The purpose of this interface is to provide quick access to the most
frequently used areas of Practice Management and Clinical from one window.
To view the Practice Management Front Office window, select the Window
menu and choose Practice Management Mode. Keep reading to find out more
information about the different modes.
Viewing the Virtual Screens in Alternate Modes
When you first log on to EagleSoft, the virtual screen is displayed in Integrated
Mode by default. This window gives you access to several modules in Clinical and
Practice Management. The Toolbar and Menu Bar are also available from this
window.
The following is a picture of the virtual screen in the Integrated Mode:
10 • Using EagleSoft 15.00
If you prefer using the Practice Management Front Office, the ESToday or the
Clinical Operatory windows, these options are available from the Windows menu.
From the Windows menu, you can choose Practice Management, Clinical, the
Integrated Mode or ESToday. This same Window menu is available from each
module’s main window. If you are in Practice Management mode, you can
easily flip back to the Integrated Mode by selecting on Window and choosing
Integrated Mode.
The virtual screen in Practice Management mode:
The virtual screen in Clinical mode:
Using EagleSoft 15.00 • 11
The Virtual screen in ESToday mode:
To display the labels as shown in the previous images, press the F2 key. Remove the
labels by pressing the F2 key a second time.
To quickly access one of the areas shown previously, simply select the picture that
represents the area in which you desire to work. For example, select the printer to
the left side of the desk to access your reports.
To resize the virtual screen, right-click on the EagleSoft Title Bar and choose
Minimize.
Terminology
F5 Key
The F5 key enables you to quickly open the ID of the last patient, responsible party
or policyholder who was accessed. When you are prompted to key in the ID, press
the F5 key or select the button to the left of the name, policyholder or responsible
party name.
There are Last Policy Holder and Last Responsible Party buttons available when
the Person List window is accessed from areas requiring a policyholder or
responsible party.
Hyperlink
A hyperlink is a link from one location to another location or file, typically activated
by selecting on a highlighted word or icon at a particular location on the screen.
Sort and Search by First Name
From the Person List window, choose the option to sort by First Name. The
Person List is re-sorted with first names first. Enter in the first name for the patient,
such as John or Tammy. Press the Tab key, and the patients with that first name
appear in the top part of the list.
Patient List from Activities
From any of the Activities windows (Walkout Processing, Receive Payments and so
on), enter the last name of the person you want to access. Then, enter a comma
followed by the person’s first name or an abbreviated form of the first name. This
pulls up a window with a list of possible person names based on the name entered.
Select a name and select OK.
Last Patient Button
Select the Last Patient button to perform the same function as the F5 key.
Select Last Patient, and the last patient accessed in the system is automatically
selected.
Active/Inactive Status
Specifying an Active status means the patients are currently being used by the
system. Inactive means that the patient may have been active in the system in the
past and may appear in history and records, but they are not currently being used by
the system. For example, if a patient no longer comes into the office, it might be
tempting to simply delete him from the system. Because of the importance of
maintaining clinical history, EagleSoft allows you to mark the patient as Inactive.
If the patient is specified as Inactive, the patient remains in the system to be
included in patient and provider history and reports but does not appear in the active
patients list; therefore, the patient does not receive letters or postcards.
The areas of the software where you can select Active/Inactive:
Providers
Referral Sources
Exploding Codes
Payment Types
Service Codes
Patients
Insurance Companies
Employer
Show Inactives
Select the Show Inactive checkbox to display inactive providers, patients, service
codes and so on.
Reports
Reports are available from all quick boxes and many other windows. In addition,
you can use the Report button on selected windows to view or print a report.
Using Reports
1.
From the menu bar, choose Reports or select the Reports Toolbar
item. A listing of specific reports is displayed under the appropriate
Report tab.
2.
Select the desired tab and Report to preview and print. Choose OK to
generate the report. If more information, such as a range of dates, is
required, you are prompted to enter that information. The Report
Preview window is displayed.
The following functions are also available from the right-click menu in
the Report Preview window.
3.
Select Zoom to view the report at different magnifications.
4.
Select Filter to select a group of items to appear in the report.
5.
Select Sort to change the order of items in the report.
6.
Select Rulers to remove the ruler lines from the window.
7.
Select SmartDoc to launch the SmartDoc application.
8.
Choose the |< button to view the first page of the report.
9.
Choose the > button to view the next page of the report.
10. Choose the < button to view the prior page of the report.
11. Choose the >| button to view the last page of the report.
12. Choose Print to access more print options and to print the report.
13. Choose Printer to set the printer the report prints on.
14. From the right-click menu only, choose SaveData As to save the report
information as a Text file (*.txt), Microsoft Excel file (*.xls) or a
Comma Delimited file (*.csv).
15. Choose Cancel to end the preview and return to the Reports quick box.
Notes
Notes are available on most windows that allow information entry. You can use
notes for almost any purpose. For example, you might want to write notes about
patients’ interests or hobbies. When notes exist for a topic, the Note button displays
lines on the notepad. When notes do not exist for a topic, the notepad is blank. This
is another of the customizable features of EagleSoft.
Using Notes
1.
From the Edit Person window, choose Notes. The Notes window is
displayed.
2.
Type any notes. An example of a person note is: “John enjoys playing
golf.”
3.
Choose OK to save the note and return to the Edit Person window.
EagleSoft Virtual Screen Toolbar
Other frequently accessed options of EagleSoft have been provided on the
Integrated Mode toolbar. When you switch modes, a different toolbar is available
from each window. The toolbar provides a quick and easy way to access various
options in each module. You can customize the toolbar with items your office uses
the most. Instead of selecting the option from a menu, you may select an item on the
toolbar for quick access.
To customize your toolbar:
1.
Anywhere on the Toolbar, right-click and select Customize.
2.
Under Available Toolbar Options, highlight the icon and select Add.
3.
If you want to replace current buttons with different features, select
another item from the Available Toolbar Options and select Add. If
you are not happy with your customization, select the Reset button to
change the toolbar button back to its original appearance.
Toolbar Buttons
Choose:
To:
Practice Management Functions
Open the Person list.
Open the Account window.
Open the Account Payment window.
Open the Insurance Payment window.
Open the Walkout Statement window.
Open the Treatment Plan window.
Open the InContact window.
Print, reprint, view and/or close insurance claims.
Print or view reports.
Open OnSchedule.
View Practice Management result totals.
Open the Bulk Payment window.
Open Clinical, EagleSoft’s operatory software
(only if installed).
Open the Lab Tracking window.
View a patient’s summary information.
View and process payment plans.
Open the Rx Writer.
Open the Task List.
Open the Trends practice management feature.
Open the Statements Wizard.
Open the Age Accounts module.
Open the Process EOD module.
Open the Process EOM module.
Open the Route Sheets module.
Open the Recall Wizard.
Open the Revenue Opportunities module.
Open the Messenger feature.
Open the Web Sync function.
Open the SmartDoc function.
Open the Post Procedure Notes function.
Open the Money Finder feature.
Launch the eMagine program.
Open the Family Appointments scheduler.
Open the Track Arrival window
Deselect the current Patient
Open the ESToday Mode.
Open the Integrated Mode.
Clinical Functions
Open the Chart window.
Open the Clinical Exam window.
Open a DenOptix Template.
Open eReferral Manager.
Open the eReferral Wizard.
Open the Medical History.
Open the Notes History.
Open the Perio window.
Open the PSR window.
Open the new ScanX template.
Open a Scanner template.
Open a Sensor template.
Open the Time Clock window.
Open the Trends module.
Open Video Images window.
Open the Advanced Imaging window to view
images.
Open the Advanced Imaging window to acquire a
3D image.
Open the Advanced Imaging window to acquire a
Ceph image.
Exit EagleSoft.
Logoff EagleSoft.
Customize
Select the Customize option on the menu. The following window appears.
Adding and Removing
To add new buttons to the toolbar, select Available toolbar buttons in the left
column. Select Add to transfer the button to the right column. When you select
Close, the new button appears on the toolbar.
Moving Up and Down
To move the buttons to different locations on the toolbar, select a button and select
the Move Up or Move Down button.
Drag and Drop
The Drag and Drop feature enables you to select a button, drag it and move it to a
different location.
Example for the Toolbar (Advanced Imaging Toolbar)
Press and hold the Shift key. Select the Spot Color button. Drag the button by
holding down the shift key and then the left-select mouse button. Move the feature
to another location on the toolbar and press the Shift key and the left-select mouse
button to drop the button.
Show Text
Select this option to show the text on each toolbar button.
Reset
Select this option to set the toolbar back to its original default state.
Frequently Asked Questions About Initial Setup
How do I customize the Toolbar?
To customize your toolbar:
1.
Anywhere on the Toolbar, right-click and select Customize.
2.
Under Available toolbar buttons, highlight the icon and select Add.
3.
If you want to replace current buttons with different features, select
another item from the Available toolbar buttons and select Add. If
you are not happy with your customization, select the Reset button to
change the toolbar button back to its original appearance.
How do I go from Clinical to ESToday?
From the Window menu, you can choose Practice Management, Clinical, the
Integrated Mode or ESToday. This same Window menu is available from each
module’s main window. If you are in Practice Management mode, you can
easily flip back to the Integrated Mode by selecting Window and choosing
Integrated Mode.
Is there a quick way to access list boxes?
Select F2 on your keyboard to launch a list box such as Service Code List or
Messages.
I don’t see the Front Office Screen?
In the File menu, select Show FrontOffice.
Menu Tour
Overview
EagleSoft, like most Windows software applications, begins with a main menu.
The EagleSoft Main menu options are File, Activities, Lists, Reports, Online,
Utilities, Window and Help. The File, Activities, Lists and Reports menus are
subdivided into Practice Management and Clinical menus.
Use Menu Option:
To:
File
Configure system preferences for Practice
Management or Clinical, show or hide the virtual
screen for any mode, set up printers in the printer
administration, log off EagleSoft, or exit.
Activities
Use various features from Practice Management or
Clinical. From the Practice Management Activities
menu, you can access the Account window, generate a
walkout statement, receive payments, process insurance
claims and more. From the Clinical Activities menu,
you can create record charting, record perio depths and
more.
Lists
Create or modify lists of information necessary for your
office or operatory. The Practice Management and
Clinical lists include: Patients, Providers, Referral
Sources, Insurance Companies, Employers, Image
Templates, Fee Schedules, Clinical Exam Types,
Insurance Coverage Books, Service Codes, Exploding
Codes, Letters, Practice Information, Scheduler and
General Setup information.
Reports
Generate and print reports and graphs for Practice
Management or Clinical.
Online
Access the Online Center, eClaims, eStatements,
EagleSoft EveryWare, eMagine and World Wide Web
Links.
Utilities
Access system summary information, transfer a patient
to a different account, reprint walkout statements or
generate new claims for patients, change service fees,
delete appointments, purge various data and mass
updates, validate the integrity of your data, navigate
through your database, view a listing of users on the
system, view an activity log and access the calculator.
Window
Change the mode you are currently viewing. You can
switch to Practice Management Mode, Clinical
Mode, Integrated Mode or ESToday and cascade, tile
or display windows that are currently open.
Help
Access the EagleSoft Online User’s Guide,
EagleSoft Highlights, Frequently Asked Questions,
Patient Education information and System Information.
Quick Start Basics
Learning the Basics
This section is provided as a primer of basic everyday functions that can be used as a
quick reference source or a training guide for new staff. More in-depth information
pertaining to EagleSoft functions is available throughout the rest of this User’s
Guide.
Enter a New Patient
In EagleSoft, only a minimum amount of information is necessary to enter a patient
into the system. You can always go back later to add or modify the patient’s
information. Here is a list of the minimum information needed:
22 • Quick Start Basics
•
Patient ID (if Auto Numbering is used, you do not need to enter
this information.)
•
First and last name
•
Responsible party designation
Using Quick Setup
1.
From the Lists menu, you can choose Person or choose Person from
the toolbar. The Person List quick box is displayed.
2.
Choose New. The New Person window is displayed.
3.
Type the Patient ID. If Auto Numbering is used, an ID is assigned
once the patient information is saved.
4.
Type the patient’s name. (Last name is all that is required, but it would
be a good idea to include the first name.)
5.
Specify the patient’s Responsible Party and Policy Holder status.
6.
If the patient is a Patient Only, type the responsible party’s ID. The
responsible party’s name is displayed.
7.
Type or select the patient’s address, including city, state and ZIP code.
8.
Type the patient’s telephone number.
9.
Choose OK to save and return to the Patient List quick box.
Make an Appointment
To schedule or modify an appointment:
1.
Highlight the appointment slot where the new appointment begins.
Select Schedule or double-click in the open appointment slot. You can
also right-click in the appointment slot and choose the Schedule
Appointment command.
2.
Choose a patient name from the Select Patient window by highlighting
the patient name and selecting Use. If the patient has an existing
treatment plan, you are prompted to utilize the service codes from the
treatment plan. If the patient has any alerts, they appear here as well.
The New Appointment window is displayed.
Confirm Status
Patient Photo
Family Appointments
Quick Start Basics • 23
3.
Choose the Appt Type from the dropdown list. Appointment types can
be set up through Lists | OnSchedule | Appointment Types.
4.
Choose the Primary Provider scheduled for this appointment from the
dropdown list box. The patient’s preferred provider is chosen by
default.
5.
Choose the Secondary Provider, if applicable.
6.
Enter the duration of the appointment by keying in the number of Time
Units. Notice that the Provider Time/Provider ID listing on the right
side reflects the number of time units for the appointment.
7.
Enter the Amount of revenue that this appointment is expected to
generate for the office. This is automatically entered if you have an
amount set up for the appointment type or if you have already entered
any services for this appointment.
8.
Note: This field is optional in scheduling appointments. You can enter
a two-character free-form Prefix for the appointment. This
abbreviation appears next to the appointment detail displayed on the
main OnSchedule window. Some offices have used this to represent
tray setups (for example, T1 for Tray #1), insurance information, user
who scheduled the appointment or Appointment Types.
9.
Select Service to add services to the appointment. The Service Codes
List window appears. Select a service code and select Use. If a service
is already attached to the appointment, edit it by selecting the service
and selecting Edit.
10. When any services are added to the appointment, the Display
Abbreviation for the service is displayed.
11. Select Edit, Delete or Add to Tx plan.
12. Indicate the time units that the provider is expected to be working with
the patient by selecting on the appropriate units in the Provider Time
listing.
13. Select OK to save the appointment.
Optional Features That Can Be Accessed from the
Appointment
14. Type any free-form Notes for the appointment. If there is room for
them in the appointment display, these notes appear in the OnSchedule
display and printouts.
15. Select Print Card to print a patient appointment card from EagleSoft.
16. Select Patient to view patient information through the Edit Person
window. From this window, you can edit and save information to the
patient’s file.
17. If Imaging is installed, and this patient has a photo, a patient photo
button is available. Select this button to view the patient’s photo.
18. Select Lab Case to create a lab case that is attached to this
appointment.
19. Select Fast Walkout to process a walkout with any existing services
attached to this appointment. You are prompted to save the
appointment before continuing.
20. Select Family Appts to view the scheduled appointments for other
family members.
21. Select the Appt Queue to save this appointment to the Appointment
Queue instead of scheduling.
22. Select Eligibility to view the patient’s insurance eligibility summary.
Walkout Processing
1.
Important Things to Remember when
Using this Option:
The Production goes to the Provider
on the service.
The Collections and Insurance* go
to the selected Provider for
Walkout.
*Note: Provider on Insurance can
be different depending on your
preferences
From the Activities menu, choose Practice Management Activities
and then Walkout Statement. The Walkout Statement window is
displayed (see the following image).
2.
Type the partial or full last name of the patient and press the Tab
key. You can also select Patient to get the Patient List box. When
selected, the account and insurance information is displayed.
3.
To change the provider for walkout, select the Provider for
Walkout dropdown list box. If the patient’s preferred provider is
not the provider on this walkout, you need to select a new
provider.
4.
If the patient has services attached to a scheduled appointment,
you are prompted to add those items first. Select Yes to use these
services and skip to step 7. If you select No, you are then
prompted to add any treatment plan items marked Post to Walkout.
If the Provider for Walkout is
not set up to receive
Collections or Insurance in the
Edit Provider window, the
provider does not receive the
collections or insurance.
For more information on
Provider options, see the
Accounting Preferences
section.
5.
When you have selected the treatment plan items, select OK to return
to the Walkout Statement window.
6.
Under Options, select the checkbox Use Date of Service From
Planned Procedure or Use Fee From Treatment Plan (If applicable).
7.
The provider automatically appears. (Note: This provider is based on
how the service code is set up for the Normally Performed By field
under the service code and the preferred dentist and preferred
hygienist fields in the patient setup.)
8.
If desired, change the provider by selecting the Provider box. A
dropdown list box appears. Choose a new provider from those listed.
9.
If you are receiving a message stating that the tooth/surface/quadrant is
not allowed, edit the service code and modify the Affected Area box to
match your requirement for this service. For this change to take effect,
you need to cancel the current walkout and start over.
10. To delete a service code from the Walkout Statement window,
highlight the service and select Delete.
11. Choose Process to process the walkout statement. The Walkout
Statement Processing window is displayed.
Entering Payments
1.
Under Activities| Receive Payment, type the full or partial last name
of the patient and press the Tab key, or enter the ID of the patient in the
ID field and then press the Tab key. (If more than one patient exists in
your database with the same last name, choose the correct name, and
select OK.) The account balance information is displayed.
2.
In the Date field, you can modify the date of the payment, if necessary.
Otherwise, press the Tab key.
3.
Select the Payment Type from the dropdown list provided.
4.
Type the answer to the Number/Payment Prompt (if a prompt is set
up for the payment type). This field usually refers to the check number
or credit card number.
5.
Enter the Amount of the payment and press the Tab key. This amount
is applied to the patients who have balances in the oldest aging
categories.
6.
In the Distribution section, the preferred dentist is listed in the
Provider field. If you wish to assign the payment to a different
provider, select the Add button.
7.
Select the Print Payment Receipt checkbox to print a receipt for the
patient.
8.
Select OK to save and enter the next payment.
Adding or Editing a New Insurance Company
1.
From the Lists menu, choose Insurance Companies. If you are in
Practice Management mode, choose Insurance Companies from
the Lists menu. The Insurance Companies List is displayed.
2.
Choose New or Edit. The New or Edit Insurance Company window
is displayed.
3.
Enter the information for the insurance company.
Name – The name of the insurance company. This is the name that
appears in the Insurance Company list box.
Address, City, State, ZIP Code – The address where claims are
mailed.
Contact – The name of a contact at the insurance company.
Phones/Fax – The phone and fax numbers of the insurance company.
Active – Select or deselect the active checkbox to indicate the status of
the insurance company.
Pymnt Grp (Payment Group) – This is the payment group the
insurance company belongs to if you are receiving bulk payments.
Since you probably receive insurance payments from more than one
insurance company under the same payment group, you need to assign
the same payment group name to all insurance companies that fall
under this group.
For more information on payment groups, see the Receiving Payments
chapter in the Account Management unit.
eClaim Payer ID – Enter your assigned eClaims ID. Select the
word eClaims ID to access the eClaim Payer ID Setup window.
From this window, you can view, edit and assign IDs to insurance
companies.
For more information on setting up the eClaims IDs, see the eBusiness
chapter in the Daily Procedures unit.
Claim Office ID – The number assigned for some specific insurance
companies. The Payer ID list indicates if a Claim Office ID is
required. If needed, contact the EagleSoft eBusiness Department at
1-800-294-8504.
NEA Payer ID – Enter your NEA number for use on insurance claims.
Pymt Source (Payment Source) – Select the type of payment source.
This identifies what type of insurance company it is (for example,
Medicare, Commercial Insurance, Self and so on).
Mgd Care Number – Enter a Managed Care number for this
insurance company.
4.
Choose OK to save and return to the Insurance Companies List quick
box.
Additional Options
Notes – Any notes that pertain to this insurance company.
Employer – This section displays those employers linked to this
insurance company. It does not display data until you have set up this
insurance company and returned to this window by choosing Edit from
the Insurance Companies List quick box.
Associate Companies – This section displays those insurance
companies with the same payment group name as this insurance
company.
Label/Env – Select Label/Env to print mailing labels for this
insurance company.
Letter – Select Letter to print a letter directed to the insurance
company.
SmartDoc – Select the SmartDoc button to launch the application.
Adding or Editing an Employer
1.
From the Lists menu, choose Employers/Coverage list. The
Employers/Coverage List is displayed.
2.
Choose New or Edit. The New or Edit Employer window is
displayed.
3.
Enter the basic information for the employer.
4.
Enter the Group Name and Group Number for this employer.
5.
Enter the Deductible, Maximum amount of coverage and the
Beginning Month for the insurance company.
6.
Enter the Insurance Company or select the word Ins. Company to
select an existing insurance company or to set up a new one.
7.
Select the Ins. Form. This is the insurance form that is used by default
for all patients with this employer.
8.
If the employees use fees that differ from your standard fees, select the
Fee Schedule, or select Fee Schedule to select an existing fee schedule
or to enter a new fee schedule.
9.
Select a Coverage Book from the coverage book dropdown list box.
Instead of having to set up several coverage books for several
companies, you can create one coverage book to be used by multiple
companies or select the word Coverage Book to enter a new one.
10. Select an Adjustment Type from the dropdown list.
11. Review and update the Percent covered for each service type and
indicate whether this classification should be applied against the
deductible.
12. Choose Notes, Prompts, Productivity, Coverage Book or
Preferences to add more information to the employer/insurance
coverage.
13. Choose OK to save and return to the Employers/Coverage List.
(This page has been left blank intentionally.)

Patterson EagleSoft Overview 15.00

Transcription

Similar documents

How to the Google Toolbar

Google Toolbar removal

Scarica e installa Google Toolbar to translate automatically

MEET ME NOW

View our Events Brochure

User Guide

APSPDCL Recruitment Fee Payment Service Payment

Flatbed

Untitled - CooGiE`s Cafe Santa Monica

WELCOME TO Cleartrack - Schenectady City School District