How do you do end of year in eaglesoft?
How to run year-end reports in Eaglesoft
- Inactivate any providers that are no longer working in your office.
- Confirm that you can save EOM and EOY reports to SmartDoc.
- When running EOM, ensure that “Reset Insurance Balances for Insurance Plans with an Anniversary Month” between 1 and 1 is checked.
How do you do end of day in eaglesoft?
Eaglesoft Version 21 and Above
- Gain Exclusive Use of Eaglesoft by having all users Exit Eaglesoft.
- From the Practice Management screen in Eaglesoft, go to Activities | Process End of Period.
- Select End of Day | Expand End of Day Processing | Select Run Manually.
- Enter a Description reflecting the End of Day being processed.
How do I add treatments in eaglesoft?
Eaglesoft – Learn how to create multiple treatment plans for one patient in the treatment plan window:
- In the Treatment Plan window, select the patient who needs the treatment plan created.
- If no plans currently exist for the patient a prompt will appear.
- Enter a Description (name) for the new treatment plan.
How do I run reports in eaglesoft?
- From the Practice Management Screen in Eaglesoft, Select Reports | Quick Reports.
- Select the Quick Report description | Edit Report.
- Select a Report Included in the Quick Report batch | Edit Filter or Remove it.
- Select OK to save changes.
How many customers does eaglesoft have?
Eaglesoft offers a 25+ year track record of reliably serving nearly 30,000 active users.
How do I check my production on EagleSoft?
Running a Production Report in EagleSoft
- First, go into All Reports in EagleSoft.
- Highlight the Daily Production/Collection Summary report.
- Click the Process button.
What is Eaglesoft?
EagleSoft is a practice management software that has features to help you manage your daily routine from patient scheduling and insurance claim tracking to treatment plans and recalls, and more tools you need to manage your front office.
How do I get the OnSchedule toolbar back on Eaglesoft?
Click on Customize | Choose the tab labeled Toolbars. Highlight the missing toolbar (Main Menu, OnSchedule, or Activities toolbar). Click on the Reset button | Click Yes to are you sure. Close the Customize window and confirm the toolbar is back on your screen.