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Complete Integration. Complete Control. Connect with Eaglesoft

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Page 1: Complete Integration. Complete Control. - Patterson Dentalcontent.pattersondental.com/images/web/DSP/EQ Promos/Patterson... · Eaglesoft Practice Management Software ... See insurance

Complete Integration. Complete Control. Connect with Eaglesoft

Page 2: Complete Integration. Complete Control. - Patterson Dentalcontent.pattersondental.com/images/web/DSP/EQ Promos/Patterson... · Eaglesoft Practice Management Software ... See insurance

2 Eaglesoft

The convenience of a digitally integrated office.The full support of an industry leader.

•Direct,seamlessintegrationwithmoreleadingdigitalsolutions

•Onetrustedsourcetodependonfortechnologyplanningandinstallationandongoingsupport

•Numeroussupportoptionstomeettheneedsofyourpractice

•Afull-servicesuppliercommittedtorock-solidcustomerrelationshipslongafterthepurchase

•Acompletetechnologyoffering–software,digitalX-ray,hardwareandCAESYpatienteducationsystems

Dentiststodayareinundatedwithtechnologychoices.That’spreciselywhyapartnershipwithPattersonDentalissocritical.We’vedonealltheresearchforyou,soyouknowourrecommendationsforyourpracticearerighton.Patterson’sreputationasthetechnologyleader,combinedwiththeinsightgainedfromservingdentalprofessionalsforover130years,isacombinationtheotherssimplycan’tmatch.

Readytoupgradeyourpractice?Investinateammemberyouknowwillalwaysbearoundtosupportyou.Enjoyallthebenefitsofatrusted,dependablepartnerwithyourbestinterestsinmind–PattersonDental.

Eaglesoft — a Patterson Technology

Page 3: Complete Integration. Complete Control. - Patterson Dentalcontent.pattersondental.com/images/web/DSP/EQ Promos/Patterson... · Eaglesoft Practice Management Software ... See insurance

Eaglesoft 3

Eaglesofthasthemostadvancedtoolstomakeyourofficerunlikeclockwork.Frompatientschedulingandinsuranceclaimtrackingtotreatmentplansandrecalls–allofthetoolsyouneedtomanageyourfrontofficearejustaclickaway.Useourtimesavingelectroniccapabilitiestocaptureandstoreoriginalpatientsignaturesanddocuments,transmitclaimsandstatementsandverifypatientbenefitinformation.Yourfrontofficehasneverrunmoresmoothly.

Eaglesoft Practice Management Software It’sthetotalpackage,andit’stotallyfree.

Page 4: Complete Integration. Complete Control. - Patterson Dentalcontent.pattersondental.com/images/web/DSP/EQ Promos/Patterson... · Eaglesoft Practice Management Software ... See insurance

4 Eaglesoft

OnScheduleisaflexibleappointmentmanagementtoolthatenablesyoutocreateanefficient,productiveandprofitableworkschedule.Byschedulingformultipleprovidersinmultipleoperatories,you’reabletoquicklyidentifytheopportunitiesthatexistwithinyourappointmentbook.Color-codedappointmenttypesandidealdaytemplateshelpyoucreatetheperfectday’sschedule.Inaddition,patientinformationdisplayedintheappointmentblockisfullycustomizable,makingHIPAAcomplianceasnap.

Expanded Appointment Search Options Searchforavailableappointmentsthatfitanycriteria.

Title Bar Convenientlydisplaysthedate,yearandScheduledvs.GoalSummary.

Fully Customizable Toolbar OffersquickaccesstootherareasofthesoftwareandtotheDay,WeekorMonthataGlanceviews,theQuickFillListandtheAppointmentSearchwindow.

Quick Fill List Trackspatientswhopreferanearlierappointmentifonebecomesavailable.

Patient Bar Providescustomizediconsthatletyoueasilynavigateandaccesspatient-specificinformation.

Provider View Checkaprovider’sscheduleataglance.

Open/Close A Day Closeanentiredayorindividualchairsatonetime.

OnSchedule

Page 5: Complete Integration. Complete Control. - Patterson Dentalcontent.pattersondental.com/images/web/DSP/EQ Promos/Patterson... · Eaglesoft Practice Management Software ... See insurance

Eaglesoft 5

IndicatorsIndicatorshelpyoukeeptheentireofficeupdatedonapatient’sappointmentstatus.Asmallicondisplaysinthetopleftoftheappointmentblockforeachindicatortype.IndicatorscanbesetforNextArrivalIndicator,PatientAlerts,Prescriptions,PatientPhoto,LabCases,AppointmentStatus,AccountAlerts,HIPAA,IntelliCareAlerts,PatientNotesandSoonerifPossible.

Custom HoursWiththeCustomHoursfeatureyoucansetcustomhoursandreallygetahandleonyourtime–andchangetimeunitsontheflywithoutaffectingexistingappointments.Plus,schedulebycalendardatesandbreakfreefromthestandardday-of-the-weekformat!

Patient Arrival TrackingTrackanindividualpatient’slatearrivaltime,waittimeandin-chairtime.

Dockable PanelsDockablePanelsarecustomizablewindowsavailableinOnScheduleandAccount.Theseminiaturewindowsareworkstationspecificandcanbeopened,closed,movedandattachedtodifferentareasofexistingscreens.Inshort,youaregiventhepowertoselecthowmuchinformationyouwanttodisplayandwhereyouwanttodisplayit.

Appointment Queue EasilyscheduleFamilyAppointments,moveexistingappointmentswithdraganddropfunctionalityorcreateUnscheduledAppointments;UnscheduledAppointmentsallowyoutocaptureallappointmentinformationwithoutcommittingtoaspecifictime,chairordate.

Right-Click Functionality Providesquickaccesstoafullmenuoffunctions,includingOnSchedulefeatureslikeprintingappointmentcards,PracticeManagementfeatureslikePrescriptionWriterandClinicalareaslikeChart.

Page 6: Complete Integration. Complete Control. - Patterson Dentalcontent.pattersondental.com/images/web/DSP/EQ Promos/Patterson... · Eaglesoft Practice Management Software ... See insurance

Date Provider FeeSurfaceTth

George Young, D.D.S.12533 Lindbergh Blvd.

Ste. 305St. Louis, MO 63124

(314)542-3645 (314)542-3646

ID: 8

St. Louis, MO 63122

Current $952.9230 Day $0.0060 Day $0.0090 Day $0.00

Contract $251.96

Estimated Ins $462.50

Balance Due Now $742.38

Account Aging

Balance Due $1,204.88

124556 Union Ave.Angie Abbott

June 10, 2005May 11, 2005

Patient Transaction0111005/11/05 50.00PROPHYLAXIS-ADULT

(Est Insurance $50.00)Debra Davis Angie

00120 25.00PERIODIC ORAL EVALUATION(Est Insurance $25.00)

George Young, D.D.S Angie

00274 37.50BITEWINGS-4 FILMS(Est Insurance $37.50)

Debra Davis Angie

Subtotal: 112.50

THANK YOU FOR VISITING OUR OFFICE. HAVE A GREAT DAY!

0.00742.380.00251.96

0.00Tax:

112.50Today's Charges:

ContractBalance

EstimatedInsurance

PreviousBalance

ChargesToday

PaymentsToday

AdjustmentsToday

BalanceDue Now

0.00 -112.50 112.50 0.00 0.00

Balance Due: $0.00- Estimated Insurance:

Future Family Appointments:Patient: Next Appointment: Patient: Next Appointment: Patient: Next Appointment:8 Angie Abbott 11/15/2005 @ 1:30 pm

1092.38462.50 0.00

1204.88462.50

6 Eaglesoft

TheAccountwindowisthehubofyourdigitalaccountingoffice.Reviewaccounthistory,printaccounthistoryreports,posttransactionsviatheWalkoutStatement,acceptpaymentontheaccount,recordadjustmentsorreturnedchecksandmuchmore.

Account

Account Types Createcustomizableaccounttypeslike“collection”or“ortho”totrackaccounts.

Line Item Accounting Applyapaymentdirectlytoaspecificlineitem;seewhichservicesarestilldueintheaccountandpatientbalanceandwhichhavebeenpaidinfull.

Patient Transfer Includepasttransactionhistorywhentransferringpatients to a differentorseparateaccount.

Customized Colors Viewledgerentriesincustomizedcolors.

Custom Account Filters Filterbyanycolumnheading,orforunpaidtransactions.

Today’s Receipt Printadailyreceiptofalltheaccountactivityforall patients ontheaccount.

Automatic Account Aging AllowsyoutosavetimeonEnd-of-DayandStatementProcessingbykeepingbalancesuptodateforyou.

Right-Click Functionality AccessvirtuallyanyareainEaglesoft.

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Eaglesoft 7

Walkout Features:

Walkout

Improved Bulk Payment Window

UsetheWalkouttorecordservicesrendered,acceptpayments,generateinsuranceclaims,updatetreatmentplansandprintpatientreceiptsorwalkoutstatementsforeachpatient.WiththeabilitytoentermultiplepatientsonthesameWalkout,touseexplodingcodesformultipleservicesandtoestimateinsurancecoverageperservice,Walkouthelpsyouprovideahigherlevelofcustomerservice.

Minimizewindowandfinishpostingwhenready.

PostitemsfromaTreatmentPlantothe Walkout.

CreateaLabcaseaspartoftheWalkout.

DisplayfuturescheduledappointmentsontheWalkoutStatement.

Seeinsurancecompanyandpaymentgrouplists.

ProcessaFamilyWalkoutforallfamily membersatonceandgenerateonereceipt.

WalkoutiseasilyaccessedfromAccount.

Printpost-opinstructions.

Enterbulkinsurancepaymentsquicklyfromonescreen.

SelectorcreateacustomWalkoutStatementMessage.

Selectfromavarietyofinsuranceclaimformsorsubmitelectronically.

Applymultipleformsofpayment(cash,credit,etc.)tooneWalkout.

Page 8: Complete Integration. Complete Control. - Patterson Dentalcontent.pattersondental.com/images/web/DSP/EQ Promos/Patterson... · Eaglesoft Practice Management Software ... See insurance

8 Eaglesoft

SmartDocisEaglesoft’sdynamicdocumentmanager.Createandsavenewdocumentsforpatients,providersandthepractice.AccessiblefromPerson,Provider,Insurance,PracticeInformation,LabTracking,ReferralSourcesandtoolbarsandright-mouseclicksthroughouttheprogram,easilysaveanelectroniccopyofanydocumentorreportprintedfromthesoftware.IntegratedwithInTouchletters,createdocumenttemplatesandattachelectronicsignaturestodocumentsusingthedigitalsignaturepad.Oncethedocumenthasbeensigned,thesignatureisembeddedinthedocumentandthedocumentcannotbealtered.Markdocumentsasprivateandonlytheuserwhocreatedthedocumentwillhaveaccesstoviewit.

SmartDoc

SmartDocgivesyourpracticethetoolsyouneedtobepaperlessinanefficientmanner.Younolongerneedtoscaninthemedicalhistorybecause the original signed document is saved in SmartDoc. When apatientcallsinwithaquestionaboutabillingstatement,viewanexactcopyofthepatient’sstatementinSmartDoc.PriorEndofDayandEndofMonthfinancialreportsarerightatyourfingertips,andyouwon’thavetosearchthroughfilestofindthereportyouneed.

Page 9: Complete Integration. Complete Control. - Patterson Dentalcontent.pattersondental.com/images/web/DSP/EQ Promos/Patterson... · Eaglesoft Practice Management Software ... See insurance

Eaglesoft 9

With integrated SmartDoc functionality, use MedicalHistorytoenhanceyourabilitytostoreimportantpatientinformation.View,printandmodifyvitalpatientmedicalinformation,includingmedications,physicians,allergiesandmuchmore.

Createdjustliketheformsnewpatientscomplete,MedicalHistorycanbeprintedasablankformorwithcurrentmedicalhistory,includingquestionsandanswers,printedontheform.Inaddition,informationissavedsequentiallysoyoucanviewpreviousformsandtrackprogressandchangingmedicalconditions.

PrintindividualorbulkPatientRegistrationformsasablankformorwithcurrentinformationincluded.FormsareconvenientlyconfiguredtomirrortheEditPersonscreen.Transferringandupdatingpatientinformationissimple,andtheformscanbescannedintothepatient’sSmartDocrecordforfuturereference.

Medical History

Savetimeandputyourpatientsincontrol!Setupakiosk-stylecheckincenterwithadesktopcomputer,TabletPCoriPadandletyourpatientscheckthemselvesin.Includespatientdemographics,medicalhistory,HIPAAforms,customdocumentsandCAESYaccess.

Fast CheckIn

Patient Registration

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10 Eaglesoft

ManageyourtreatmentplanrecommendationswitheasewithEaglesoftTreatmentPlan.Withtheabilitytoestimateinsurancecoverage,TreatmentPlanisausefultoolforexplainingthepotentialfinancialimpactofproposedtreatment.Createinsurancepre-authorizationformstoverifytheexpectedamountofinsurancecoverage.

RecordpatientacceptanceorrefusalofrecommendedtreatmentbyprintingtheTreatmentPlan.Orusethedigitalsignaturepadtoelectronicallysignandstoretheplaninthepatient’sSmartDoc,makingitapermanentpartofthepatient’selectronichealthrecord.

Treatment Plan

Multiple Plans Createmultipletreatmentplansforpatientstopresenttreatmentoptions.

Providers Entermultipleprovidersonthesametreatmentplan.

Images AttachX-rayorcameraimagestotreatmentplansforbettercasepresentations.

Phases Usephasenumberstostageorgrouptreatmentrecommendations.

Presentation CreateaDetailedTreatmentPresentationwithplaninformationand imagestobettereducatepatientsontherecommendedtreatment.Status

InformationintheTreatmentPlanisseamlesslyintegratedwithChart,andthestatusoftheTreatmentPlanisautomaticallyupdatedbytheWalkoutprocess.

Appointments CreateanUnscheduledAppointmentfromtheTreatmentPlan,capturingallappointmentinformationwithoutcommittingtoaspecifictime,chairor date.

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Eaglesoft 11

Thepremierpracticemanagementandpatienteducationsoftwareprogramsareintegrated,givingyoumorepowerthanevertobeproductiveinyourpractice.CreateprofessionaltreatmentplansandprovideeffectivepatienteducationwithEaglesoftandCAESYpatienteducation.CAESYpresentationsareassociatedwithservicecodesinEaglesoft.Playingapresentationisassimpleasright-clickingonaserviceintheChartorTreatmentPlan.

Withthesimple-to-usePowerPresentationWizard,youcanseamlesslycreateimpressivecasepresentationsthatincluderecommendedtreatment,patientimagesandinformation,notesandmultimediapatienteducationpresentations.CombinethepowerofCAESYpatienteducationwithEaglesoftpracticemanagement,clinicalandimagingsoftwaretocreateafullyintegrated,digitalpractice.

FromtheEaglesoftTreatmentPlan,createPatientInformedConsentAgreementrecordstoeasilytrackpatientacknowledgementandacceptanceoftreatmentrecommendations.Informedconsentrecordsincludeinformationonrecommendedtreatment,patientimages,notesandviewedCAESYpatienteducationpresentations.Patientssigntherecord,indicatingtheiracknowledgementandacceptanceoftherecommendedtreatment.Usethedigitalsignaturepadtoacquireanelectronicsignatureandstoretheoriginal,signedconsentagreementinthepatient’sSmartDoc.

Informed Consent

CAESY Integration

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12 Eaglesoft

Eliminatemanualprocessesandallowmoretimetofocusonpatientcareby processing insurance claims through Eaglesoft. You can easily trackwhichclaimshavebeensubmitted,acceptbulkinsurancepaymentsandcloseclaims.Generatereportstoidentifyoutstandinginsuranceclaimsbyinsurancecompany,insurancecompanyproductivity,managedcareutilizationandmore.

Electronic ClaimsIncreaseefficiencyevenmorewithelectronicclaims(eClaims)fromEaglesoft.eClaimswillacceleratepaymentandwillreducerejections,receivablesandpaperwork.

Claim Status and Real-time EligibilityWiththeaddedbenefitsofClaimStatusandReal-timeEligibility,youcancheckonthestatusofanopenclaimanddeterminepatientinsurancecoveragewithouteverpickingupthephone.

Electronic AttachmentsSubmitEOBs,charts,X-raysandanyotherpatienthealthrecordselectronically.It’squick,easyandsecure.ThisnewfeatureprovidesabridgebetweenNEA’sattachmentsoftware(FastAttach)andEaglesofteClaims.

eRAsEaglesoft’snewElectronicRemittanceAdvice(eRA)servicereplacesorsupplementstheEOBsyoucurrentlyreceive.EachelectroniceRAincludespaymentinformationthatshowsyou,inadvance,whichclaimshavebeenpaidandinwhatamount.Checknumbers,EFTnumbersandpaymentinformationpopulateautomatically!

Insurance Claims

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Eaglesoft 13

UsetheStatementWizardtocreatebillingstatementsforaccountswithbalancesinafewsimplesteps.Createcustommessagesforaccountswith30-,60-or90-dayoverduebalances,addpersonalnotestoindividualstatements,applyfinanceandbillingcharges,excludeaccountswithlowbalancesandincludeorexcludetransactiondetails.Inaddition,youcancreatestatementsforallaccounts,individualaccountsorarangeofaccountsandpreviewstatementdetailandaccountinformationbeforeprocessingthestatements.TheStatementQueueallowsyoutobatchstatementsforprinting,simplifyingthestatementgenerationprocessevenmore.

Electronic StatementsEasilycreateandcustomizeyourstatements.Simplyreviewandsendelectronicallywithnoworries.Yourpatientswillstillreceivetheirstatementsinthemail,butnowallprinting,stuffingandmailingaredoneforyou.eStatementsimprovecollectionsandreduceprocessingcostsandaccountsreceivable,whileallowingyoutomaintainfullcontroloveryourstatements.Produceprofessionalstatementsinminutes,givingyoumoretimetofocusonmoreproductivetasks.

Credit Card IntegrationProcesscreditcardsrightinyourEaglesoftsoftware.Withintegratedprocessing,you’llcheckyourpatientsoutfaster,eliminatemultiplereceipts,automateyourpaymentformsandsaveonyourcurrentcostsforacceptingelectronicpayments.

Statements

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14 Eaglesoft

TheRecallWizardgeneratesreports,postcards,mailinglabels,envelopesorletterstoremindpatientsofanupcomingappointmentortheneedtoscheduleanappointment.YoucanalsotransferalistofrecallpatientstoEaglesoft’scontactmanager,InContact.

Createmultiplerecalltypestotrackrecallsforcleanings,perio,whiteningandmore.Addcustomizedmessagestorecalls.

Thisconvenientserviceusesoutboundmessagingthroughphonecalls,emailsand/ortextmessagestoremindpatientsaboutupcomingappointments.eRemindersalsoautomaticallyupdatestheconfirmationstatusonyourschedule.

IntelliCareletsyousetupautomatedalertspertainingtopatientsbasedonuser-definedcriteria.Forinstance,youcansetupanalerttotellyou,uponaccessinganypatientrecord,whetherornotthatpatienthasacurrentpanoramicX-rayonfileorifyouaremissingapatient’semailaddress.Thepossibilitiesarelimitless!

Recalls

eReminders

IntelliCare

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Eaglesoft 15

Thisconvenientserviceusesoutboundmessagingthroughphonecalls,emailsand/ortextmessagestoremindpatientsaboutupcomingappointments.eRemindersalsoautomaticallyupdatestheconfirmationstatusonyourschedule.

QuicklycommunicatethroughouttheofficewithoutleavingyourworkareausingMessenger.Nomoreraisedvoicesasyouyellbackandforthdownthehallway.Simplytypeandsendyourmessage,andasoundwillplaytonotifytherecipientwhenitarrives.Createandstorecommonmessages,andyoucanquicklysendeveryoneintheofficeanotethatthecoffeeisready.

CreatecustomizedPatientRouteSheetswithpatientsummaryinformationforuseinyouroperatories.Routesheetscanbeprintedindividuallyoringroupsforpatientswithappointmentsonspecifieddates.Includenotes,alerts,medicalhistory,recallandappointmentinformation,referraltracking,prescriptions,labtrackingandmore.AlsoaccessiblefromOnSchedule,useacustomizablefeesheetontheroutesheetsothatservicescompletedforthepatient’sappointmentcanbeeasilymarked.

Messenger

Patient Route Sheet

Page 16: Complete Integration. Complete Control. - Patterson Dentalcontent.pattersondental.com/images/web/DSP/EQ Promos/Patterson... · Eaglesoft Practice Management Software ... See insurance

16 Eaglesoft

PrescriptionWriterisafullyautomatedfeaturethatenablesyoutocreate,processandprintprescriptionsforyourpatients,whilekeepingahistorywithinthepatient’srecord.Setuplocalpharmacies,prescriptiontemplates,premedicationalertsandmoretosimplifytheprescriptionwritingprocess.

Useplainorperforatedpapertoprintprescriptionsforpatientsbeforetheyleavetheoffice.PrescriptionWriterevenaccommodatesfordifferentstateregulations;simplyselectyourlocationfromthedropdownlist,andtherequiredinformationisinstantlyprinted.

MonitorlabworkbeingcompletedforpatientswithLabTracking.Createlabcasesforalllabworkandmarkwhenthecasewascreatedandwhenitisexpectedtoreturn.CreatetaskstohelptracklabcasesandattachcasestoappointmentsinOnSchedule.CloselabcasesinWalkoutwhenserviceshavebeencompleted.Alargedescriptionfieldallowsforeasycommunicationtothelab.Usetheautonotesfeaturetostoreyourmostcommonlyusednarrativesforlabcases.

Lab Tracking

Prescription Writer

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Eaglesoft 17

EmployeescanclockinandoutusingtheTimeClockprogram.EasilymanageemployeehoursusingtheEmployeeTimeSheetsprogram.Printoutdetailedtimesheetstoassistwithpayrollcalculations.

Eaglesoftworksthewayyouwork.ThatiswhyEaglesoftcontainsafullrangeofcustomizablepreferences.FromHIPAApreferencestoChartcolors,fromspellcheckingtoOnScheduletimeunits,frominsuranceestimationtodigitalX-rayintegrations,usePreferencestoadaptEaglesofttomeetyourneeds.

Employee Time Clock

Preferences

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18 Eaglesoft

Eaglesoftcontainsover200reports.Usetheuniquetabinterfacetoquicklyfindthereportsyouneedbycategory(Financial,Insurance,etc.).AddindividualreportstoMyFavoritestoalwayshaveaccesstoyourmostfrequentlyusedreports.Filterreportstoobtaininformationforspecificdays,specificpatients,etc.Inaddition,allreportscanbesavedtoSmartDocforthepatient,providerorpractice.

Quick ReportsCreatecustomizedgroupingsofreportsforfasteraccesstoinformationwhenyouneedit.QuickReportsletsyoucreateabatch(orqueue)ofthereportsyouusemostoftenandprintthemwithjustoneclick.

Reports

Accounts Receivable By Responsible Party

− Identifythoseaccountswithoutstandingbalances

Referral Productivity – Detailed

− Reviewyourreferralsourcesandtheproductionthey’veaddedtoyourpractice

New Persons

− Gettoknowthenewfacesinyourpractice

Date-Based Reporting

− Runfinancialreportsforanyrangeofdates

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Eaglesoft 19

TrackingyourdailyfinancialrecordsiseasywithEaglesoftEnd-of-DayReports.DuringtheEnd-of-Dayprocess,youhavetheoptiontoprint15differentreports,including:

End-of-Day Reports

Provider Productivity Report

− IncludesMonth-to-DateandYear-to-Date totalwhenprintedatEnd-of-Day

− Convenientlygroupedbyprovider,includinghygienists

Bank Deposit Slip

− Createsdepositreportforbank–customizabletoexcludecreditcardpayments

− Canbeprintedbyprovider

Audit Trail

− Acompleterecordoftoday’sactivitieslisted byprovider

− Protectsagainstembezzlement

Day Sheet

− Providesacompletebreakdownof production,collectionsandadjustments

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20 Eaglesoft

Account Alerts Master

Account Balances By Provider

Account History By Patient

Account History Report

Account History Report – Mailable

Account Summary

Account Types Report

Accounts By Account Types

Accounts Marked Not To Receive A Statement

Accounts Receivable By Provider – Detailed

Accounts Receivable By Provider – Summary

Accounts Receivable By Responsible Party

Accounts With Offsetting Debits and Credits

Accounts Written Off

Adjustment Types Report

Adjustments By Type

Adjustments Reconciliation

Annotations Master

Application Interfaces

Appointment Time Scheduled By Service Type

Appointments

Audit Trail

Audit Trail – Detailed

AutoNotes Master

Clinical Exams Master

Collection Exceptions

Collections Reconciliation

Conditions Master

Contact List

Coverage Book Master

Coverage Production

Credit Distribution Audit Trail

List of ReportsCustomized Hours Report

Daily Fee Exceptions

Daily Production/Collection Summary

Day Sheet

Deleted Transactions

Delinquent Accounts

DenOptix Scan Types Master

Deposit Report

Deposit Report With Itemized Cash

Detailed Contact List

Detailed Exploding Codes Master

Detailed Production By Doctor

Detailed Treatment Plans

Digital Image Exams For Patient

Digital Image Exams Master

Discounts Master

Document Groups

Electronic Claims Submission Summary Report

Electronic Submission Summary Report

Employee Time Sheets

Employer Coverage Book Report

Employer Master – Detailed

Employer Master – Summary

Employer Prompts Master

Employers By Insurance Company

Example Groups

Exploding Codes Master

Fee Schedules – Detailed

Fee Schedules Master

Finance Charge Report

Image Template Master

Incomplete Clinical Exams

Informed Consent Master

Insurance Companies Master

Insurance Company History

Insurance Company Productivity

IntelliCare Report

Lab Case Types Master

Lab Cases Master

Laboratory Master

Letters Master

Medical History Answers

Medical History Exam

Messages Master

New Persons

Office Chairs Master

Orthodontic Patient Master

Orthodontic Patients By Insurance Billing Period

Outstanding Balances By Preferred Dentist

Outstanding Claims By Aging Category

Outstanding Claims By Insurance Company

Outstanding Payment Plans

Outstanding Pre-Authorizations By Insurance

Patient Alerts Master

Patient Analysis Report

Patient Arrival Tracking Reports

Patient Chart Labels

Patient Chart Laser Labels

Patient Fee Schedules

Patient History

Patient Informed Consent Master

Patient Labels

Patient Laser Labels

Patient Master

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Eaglesoft 21

Patient Notes Audit Trail

Patient Notes By Other Referral Source

Patient Notes Master

Patient Privacy Information

Patient Prompts Master

Patient Registration Form

Patient Registration Form With Patient Information

Patient Signatures

Patients By Account Alert

Patients By Discount

Patients By Employer

Patients By Fee Schedule

Patients By Insurance Company

Patients By Other Referral Sources

Patients By Patient Alert

Patients By Preferred Dentist

Patients By Preferred Hygienist

Patients By Responsible Party

Patients Currently Referred Out

Patients On Short Notice

Patients Seen

Patients With Duplicate Names

Patients With Duplicate Social Insurance Numbers

Patients With Email Addresses

Patients Without Recalls

Patients Without Visits

Payment Groups – Detailed Report

Payment Reconciliation

Payment Types Master

Performance Summary

Pharmacy Master

Post-Op Calls

Post Procedure Notes

Practice Audit Trail

Practice Audit Trail Analysis

Practice Audit Trail – Detailed

Practice Information Report

Prescription History Report

Prescription Template Master

Procedures By Provider

Production By Account

Production By Patient

Production Exceptions

Production Reconciliation

Provider Facts

Provider Goals

Provider History

Provider On Insurance Master

Provider Productivity

Provider Prompts Master

Providers Master

Quick Fill List

Quick Pick Assignment Master

Recall Statuses Master

Recall Types Master

Referral Productivity – Detailed

Referral Productivity – Summary

Referral Productivity – Yearly Summary

Referral Recipient and Source Labels

Referral Recipient and Source Laser Labels

Referral Recipient and Source Master

Referral Recipients Master

Referral Sources Master

Referred Patients

Returned Checks Report

Rx Drugs Master

Scheduled Appointments Not Walked Out

Scheduled Versus Goals

Scheduled Versus Goals By Provider

Scheduler Audit Trail

Secondary Deposit Report

Security Profile Master

Service Codes By Fee Schedule

Service Codes By Type

Service Codes Master

Service Codes Productivity Master

Service History

Service History By Other Referral Source

Service Type Productivity – Detailed

Service Type Productivity – General

Service Types Master

Staff Positions Master

Standard Fee Master

System Activity Report

Task Categories

Task Manager

Time Sheet Employees

Time Sheet Work Types

Today’s Appointments

Top Referral Sources

Treatment Plans Master

Trends Practice Management

Unassigned Credit Report

Unpaid Debits Report

ZIP/Postal Codes Master

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22 Eaglesoft

TheMoneyFinderisappropriatelynamed,asitwilldojustthat…helpyoufindthehiddenmoneyinyourpractice!Itperformsthisrevolutionaryfunctionbyaccessinganumberofareasinyoursystem,includingAppointmentStatus,InsuranceStatus,RecommendedWork,PlannedTreatmentStatusandCompletedTreatmentStatus.Youspecifythecriteria,andTheMoneyFinderwillqueryyourpatientdatabasetoproduceaconciselistofpatientswhofityourpractice’sneedsatanygivenmoment.

Forexample,TheMoneyFinderwillhelpyoufindpatientswhohavehadscalingandrootplaningbuthavenotfollowedupwithaperiodontalexam.Imaginetherevenueopportunitywhenyouhavethisinformationatyourfingertips!

Print a call list, labels or postcards, or send The Money Finder list

to InContact.

The Money Finder

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Eaglesoft 23

SnapShot is a truly amazing management feature. With one clickofthemouse,SnapShotpresentsa“state-of-the-practice”overviewinaneasy-to-readgraphicaldisplay.Youcanviewgraphscoveringsuchessentialareasasproductionversuscollectiontotals,accountsreceivabletotals,adjustmentsandpatientproduction. Youcanchart historical trends and view comparisons for any monthly timesegment.SnapShotisagreattoolformorning“huddle”meetings.

SnapShot

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24 Eaglesoft

TracktheperformanceofyourpracticewithTrends.Viewofficetotals according to specified criteria. Import and enter dataaccordingtomonthoryear,andthenpreview,printandsavetheinformation.Withcolor-codedfields,youcanview40keyproductivityindicatorsatonceandrespondproactivelytobusinesstrends.

Trends

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Eaglesoft 25

InContact is an interactive contact manager that simplifiestrackingyourpatientbase.InContactenablesyoutostoredifferenttypesofpatientgroupsbasedonrecalls,post-opcallsanddifferenttypesofreports.InContactassistsinthefollowingtasks:callingpatientswithrecalls,callingpatientswithdelinquentaccounts and tracking responses from calls and generatingmailings.InContact’sintegrationwithkeydataareasofEaglesoft–Recalls,Post-OpCalls,TheMoneyFinderandReports–givesyoumorecontroloveryourpractice.

Right-clickintheInContactwindowledgertoperformotherfunctions.YoucanaddapatienttotheInContactlistorselectapatientandeditthepatientrecord.Youcanalsoselectapatientandaddacontactnote,scheduleanappointmentorviewthepatientaccount.TheInContactprintoptionenablesyoutoprintthedataonmailinglabels,postcards,envelopes,lettersandmore.

TheRevenueOpportunitiesoptionhighlightsareasthatmightbeoverlookedbutarefullofrevenuepotential:recallsnotscheduled,overduerecalls,patientswithoutrecalls,plannedtreatmentsnotyetscheduledandothers.Thisalsoallowsyoutoperformsome“whatif”scenariosbyspecifyingthepercentageofpatientswhoarelikelytocomplywiththeproposedareaofopportunity.

InContact

Revenue Opportunities

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26 Eaglesoft

EveryWarefortheWeballowsyoutoviewpracticeinformationsecurelyfromanyInternetbrowser.OnceyourofficedatahasbeenuploadedtotheWeb,youcanlogontothesecureEveryWarewebsitetomanageyourpracticedata.Withaneasy-to-useinterface,youcanpointandclickyourwaythroughyourappointments,post-opcalls,prescriptions,phonenumbersandtasks.YoucanalsocreateandedittaskstobeuploadedtoEaglesoft.

EveryWare for the Web

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Eaglesoft 27

Staying in touch and sharing information with otherpracticesareimportantaspectsofyourbusiness.Referralsimprovenotonlytheseworkingrelationshipsbutalsoyourdoctor-patientrelationships.Eaglesoft’seReferralWizardenablesyoutoimproveyourrelationships and profits with just a few mouse clicks.Turndays–andsometimesweeks–ofwaitingintominutesbyelectronicallysendingpatientinformation,images,examsandtreatmentplanstootherhealthcareproviders.AllinformationisuploadedtotheEaglesoftsecureserverasaWebpage,andthereceivingproviderreceivesanemaillinktotheserver.

eReferral

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28 Eaglesoft

EaglesoftClinicalsoftwaremakesyouroperatoryincrediblyconvenientandproductive.Capturingandstoringvitaltreatmentandexaminformationarefasterandeasierthaneverbefore.Nowyoucandoitall–recorddigitalX-rays,makeclinicalandaudioexamnotes,reviewintraoralimages,presentcosmeticimagingcapabilitiesandaccessapatient’schart–rightfromyouroperatory.Theseefficiencieswilltrulytakeyouroperatorytothenextlevelandwillallowyoutotreatpatientswithadegreeofprofessionalismandefficiencythat’ssuretomakeapositiveimpression.

Eaglesoft ClinicalOneintegratedpackagethatconnectsitall

Now, everybody is on the same page

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Eaglesoft 29

Inaddition,ImageDNAguaranteestheintegrityofyourimagesbytrackingchangessinceimageswereacquiredbytheoriginalimagingdevice.Youcanrestassuredthatyourpatientimagehistorycanbeprovenunchanged.Anddon’tforgetthatyoucaneasilyattachimagestocasepresentationswiththeEaglesoft/CAESYPowerPresentation.

Advanced ImagingYoucandovirtuallyeverything–acquire,saveandenhancedigitalX-raysandvideoimages–fromtheAdvancedImagingwindow.Allofyourimagingenhancementsaredonefromthissinglewindow.Youcancolorize,invertandmeasureyourimagesandmuch,muchmore.Eaglesoftalsoincludesfeaturestohelpyouobtainthebestpossiblediagnosticimages:

Exposure Advisor ImmediatelysenseswhenanX-rayhasbeenunderexposedoroverexposedandadvisesyoutoadjustyoursettingstoachievethebestpossibleimage.

EagleEye Viewareasoftheimageinhighcontrast,colorizedorinverted;instead ofapplyingbroadchangestoanentireimage,EagleEyegivesyoutheabilitytochoosespecificareasoftheimage.

Enlighten Adaptivelymodifiesimagebrightnessandcontrasttoadjustforandcorrectoverexposureorunderexposure.

Clarify Accentuatesunseendetailinanimageandallowsyoutodiagnosebasedondetailsthatwouldneverbeseenonfilm.

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30 Eaglesoft

Youhaveheardthephrase“seamlessdigitalintegration”,butwhatdoesitmean?WithEaglesoft,weeliminatetheguesswork.SeamlessdigitalintegrationmeansthatyouacquirebothyourintraoralandextraoraldigitalimagesdirectlyintoEaglesoftwithouttheneedforbridgesorlinksfromdifferentbusinesspartners.Inaddition,allyourimagesarestoredsecurelyinonedatabase,inonepatientrecord.Noadditionalsoftwaretopurchase,learn,installormaintain.Digitalfinallymadesimple!

Eaglesoftisproudtoofferintegrationstomanydigitalradiographyandimagingproducts.Thisallowsyouunrivaledflexibilityinselectingthedigitalproductsthatspecificallycomplementthewayyoupractice.

Digital Integrations

As the leader in integrated technologies, Patterson partners with leading digital equipment companies:

Schick PLANMECA Air Techniques Instrumentarium Soredex Sirona Progeny

Please visit our website, www.eaglesoft.net, for a complete list of integrated digital equipment.

Live Video Exam AdvancedImaginggetstrulyadvancedwiththenewLiveVideoExamfeature,whichallowsyoutocapturelivestreamingvideoandsaveyourfootageasmoviefiles.Useforreviewingprocedureswithpatients,trainingordiscussingcaseswithcolleagues.

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CosmeticImagingcontainsthebestimagingtoolstomakeapplyingcosmeticenhancementstoyourimagessimple–savingyoutimeandmoneyandimprovingyourcasepresentations.Allcosmeticimagesaresavedandretainedinthepatient’srecord.Theycanthenbeassignedtotreatmentplans,teethorotherpartsofthepatienthistory.Thecosmeticallyenhancedimagewillalwaysretainitsrelationshiptotheoriginalimage,allowingabefore-and-aftercomparisontobejustoneclickaway.

Cosmetic Imaging

Features:

Rebuildbroken-down,chippedorcrackedteeth

Selectteeth(allteethareautomaticallyfoundandselectedintheimage)

Lengthenandreshapeteeth

Teethwhitening

CustomizableSmileLibrary

SmileTry-in

Customizablepresentationsandreports

Before-and-aftercomparison

LorinSmileLibraryof72images(optional)

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32 Eaglesoft

Easilycreateacomprehensive,legiblerecordofpatientcarewithChart.Withcustomizablecolor-codinganddrawtypes,chartconditions,andproposed,existingorcompletedtreatments.ItemschartedherearedisplayedgraphicallyontheChartandareaddedtothepatient’shistory.Inaddition,youcanuseTransparencyChartingtoviewtreatmentcompletedpriortothecurrentproposedtreatmentonthesametooth.

Chart

Treatment Plan EasilyaccessTreatmentPlantocreateplanscontainingproposedtreatmentandtocreateEaglesoft/CAESYPowerPresentations.

Watch Tooth Addorremoveawatchtoatooth,entercommentsandselectsurfacestowatch.

Right-Click Functionality Viewimages,historyandmoreforagiventooth.

Walkout PerformaWalkoutfromChart,anditemsmarkedPosttoWalkoutwillbeautomaticallypopulated.

Quick Pick ConvenientlygroupsimilarservicestogetherontheQuickPickbuttons.

Unscheduled Appointment Right-clickonanitemintheLedgertoquicklycreateanUnscheduledAppointment.

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Periodontaldiseaseisagrowingpublichealthconcern.EducateandtreatyourpatientswithconfidenceusingEaglesoftPerioChart.Recordpocketdepth,gingivalmargin,furcationinvolvement,mobilitygrade,mucogingivaljunction,bleedingandsuppurationwitheasetocreateacompleterecordfordiagnosis.Createyourowntemplatefortheorderinwhichyouwanttorecordmeasurements.Withanatomicallycorrectteeth,visuallycompareprogressionorimprovementofperioconditionsbyviewingacomparisongraphofuptothreeexamdatesofchoiceorbyprintingacolor-codedreport.

Perio Chart

UseVoiceinPerioChartandthroughoutEaglesoftClinicalsoftwaretofreeyourhandsformoreimportanttasks.SinceEaglesoft’sVoicemoduleusestheMicrosoft®Speechengine,youcanlearntouseitquicklyandeasilytrainittounderstandyourspeech.Witheachuse,Voiceisfine-tunedforincreasedaccuracy.

Voice

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34 Eaglesoft

CombineChartandallpatientexaminformationintotheClinicalExamforquickandeasyaccesstoinformationrecordedduringcurrentandpastexams.

Clinical Exam

Viewing,recordingandmanagingnotesareeasywithNoteHistory.Fromonefullyintegratedwindow,youcanrecordaudio,scribbleandtextnotes.Theeasy-to-usenotesledgerenablesyoutosearch,filterandprintnotes.Trackalldeletionsandeditsmadetoapatient’snotewhilekeepingtheoriginalnoteintact,sinceoperatorynotesareanimportantpartofmedicalhistory.Inaddition,youcanassignnotestoteethandtoproceduresforeasyaccessfromthetoothandperiochart.

Patient Notes

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Legendary Support Patterson’s renowned support team offers you many benefits and services specially designed to help your practice grow.

One Phone CallTheEaglesoftsupportteamisjustonephone callaway:800-475-5036.ServiceClubmembersreceivefreepriorityservice,butnon-ServiceClubmembersreceiverapidsupportforafee.

Software UpdatesWhensoftwareupdatesforyourcurrentEaglesoftproductsareavailable,ServiceClubmemberspayno updatefee.Non-ServiceClubmemberspayforeachupdatemissed.

eNewsletterReceivesoftwaretipsandtricksdirectlyfromoursupportteam.

Unlimited Email SupportSimplyemailthesupportteamatsupport@eaglesoft.netorgototheOnlineMenuinEaglesoft.

Live HelpGetanswerswithoutpickingupthephone!AccessLiveHelpdirectlyfromwithinEaglesoftorby visiting www.eaglesoft.net. Simply select LiveHelp,thenchoosefromthelistingofsupportedproducts.Withinsecondsachatwindowappears,connectingyoutothefirstavailablesupportspecialist.

Remote SupportThisdiagnostictoolallowstheEaglesoftsupport teamtoworkdirectlywithyourcomputersystemtopinpointconcerns.Havingyoursupportspecialistphysicallyseetheproblemmakesiteasytowalkthroughsolutionsonscreen.

FAQFindanswerstoyourquestionswiththis24/7supporttool.Searchoursolutiondatabase,emailquestionsdirectlytooursupportteamandevencheckthestatusofyourquestion.Simplyvisitourwebsiteatwww.eaglesoft.netandselectFAQ.Inaddition,youmayaccessFAQfromtheEaglesoftOnlineMenu.JustselectFAQ.

System SnapshotCustomer-authorized,Internet-basedsupportserviceenablesyoutoprovidesystemspecifications,runningprograms,memoryandmoreinareportsentelectronicallytothesupportteam.Nomoreguesswork.

The Compliance CheckerEasilyidentifynoncomplianthardwareandsystemsettings.

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Patterson Technology Center1201 Althoff Drive P.O. Box 1267 Effingham, Illinois 62401eaglesoft.net

Support: 800.475.5036 Sales: 800.294.8504 Fax: 217.342.6950

Copyright©2011PattersonDentalSupply,Inc.Allrightsreserved.T120083(11/11)

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PattLockiscompatiblewithallpracticemanagementsoftwaresolutionsandfiletypes.WithPattLock,yourpracticecanschedulewhenandhowoftentobackupyourdata,verifythatithasbeensuccessfullybackedupandrestorelostdata.

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