EagleSoft Features - Practice Management

Transcription

1 EagleSoft Features - Time in Hours Custom Only (Enter X) 2 Days 3 Days including Caesy 4 Days including Caesy and 1/2 Day Live 5 Days including Caesy and 1&1/2 Days Live Introductions Review of Agenda, goals for training, software support, FAQ, LiveHelp Hardware and Software Review How EagleSoft runs using Server/workstation relationship, Files to backup, Overview of EagleSoft Front Desk Screen Setup of Security Administrator Setup and assigning Provider Security, Setup and assigning of Security Profiles, Creating new 1.00 X X X X Security Profiles General Setup - Enter Information, Preferences, Providers/Staff, payment and adjustment types, messages, alerts, customizable prompts, 1.75 X X X X service types Fee and Code Setup Setup service codes, fees, exploding codes Employer/Insurance Setup Setup Employers and Insurance companies, setup fee schedules and coverage books 1.50 X X X X New Patient Setup How to setup Patients, policy holders, responsible parties, patient insurance and employer information, Medical History Account Screen View patients/family account information including posted services, posted payments, adjustments, notes, distributions, accessing other areas of the program from the Account Walkout Processing Processing services, discounts, distribution Insurance Processing Processing services to insurance, printing/viewing claims, pre-authorizations, 1.00 X X X X tracking/closing claims ebusiness Items Electronic submission of insurance claims and pre-authorizations, billing statements, Patient Eligibility, Claim Status, ERA's, Fast Attach Receiving/Posting Payments Posting account and insurance payments, reviewing account balances, distributing collections to providers and patients Treatment Planning Creating treatment plans, printing estimates and pre-authorization forms, using treatment plans with walkouts, Informed Consent End of Day Processing How to process End of Day and review end of day reports Recall and Statement Processing How to process recalls and statements 1.00 X X X X Scheduler Setup Setup chairs, hours, appointment types, custom hours, templates/views, provider goals

2 OnSchedule Utilization Utilizing templates and appointment types, appointment cards, details of appointment 1.75 X X X X viewing and scheduling, e-reminders End of Month/End of Year Processing How to process End of Month and End of Year, review associated reports Smart Doc and EagleSoft Today How to use Smart Doc (built in electronic storage system) and EagleSoft Today 1.00 X X X Reports, Graphs, Letters, InContact Reviewing beneficial reports and graphs, Quick Reports, using report filters, creating and using 1.00 X X X letters, using InContact Caesy How to use the Caesy Enterprise system and integration within EagleSoft 4.00 X X X Revenue Opportunity Features Money Finder, Snapshot, Trends, Reports 0.75 X X X Time Clock Setup Setup providers/staff for using time clock 0.25 X X X Overview of Utilities and Available Tools On-Line Center, auto dialer, Everyware for the web and palm, transferring patients, user summary, activity log, purge options, 1.75 X X validations, assign payer ID's for eclaims, IntelliCare Reminders and IntelliCare Bin Overview of Areas Prescription Writer, Lab Tracking, Messenger 0.50 X X Patient Summary, Patient route sheets, Payment Plans, Task Manager 0.50 X X Office seeing patients for 1/2 day, trainer assists with questions, review of outstanding questions, 4.00 X X back data entry Live Day Review outstanding questions, oversee office daily activity in using EagleSoft, back data entry 7.00 X Time (in Days) Time (in Hours) Office Signature of approval: Patterson Representative: EagleSoft Features - Clinical Time in Hours Custom Clinical Only (Enter X) 1 Day Clinical Tooth Charting and Perio Only 2 Day Clinical Tooth Perio, Voice, 1 Day Advanced Imaging Only 2 Day Advanced Imaging, Cosmetic Imaging, 1/2 Day Live Introductions Review of Agenda, goals for training, software support, FAQ, Live Help 0.25 X X Preference Setup - Clinical General Preference setup including clinical modules purchased 1.00 X X X X Clinical Exam Setup and review clinical exam types Chart

3 Assign quick pick buttons, assign services, setup affected areas on service codes, smart codes, chart setup/action codes, treatment planning, Informed Consent, unscheduled appointments Perio Setup perio preferences, review features including graphs Patient Notes Setup and use notes - Auto-Notes, Text, Audio, Scribble, Patient Memo, post procedure notes Other Medical History, ereferral Wizard/Manager, IntelliCare Reminders and IntelliCare Bin Caesy Overview only (detailed training provided during Days) Overview of how Caesy integrates and works within clinical modules Voice Setup profiles, training voice and utilizing within EagleSoft Imaging 3.00 X X 0.75 X X 3.00 X Preference setup, digital x-ray image template setup, accessing and storing images, taking x X X rays, video, and scanned images, overview of Advanced Imaging features Digital X-ray, Intraoral Camera Hands on Showing proper use of digital x-ray and intraoral camera equipment and its use within the 2.00 X X program Cosmetic Imaging Using Cosmetic Imaging and it's features 2.00 X Review of Helpful Features Smart Doc, Custom Print, Letters 1.00 X Office seeing patients for 1/2 day, trainer assists with questions, review of outstanding questions 4.00 X X Time (in Days) Time (in Hours) Office Signature of approval: Patterson Representative: EagleSoft Features - and Clinical Introductions Review of Agenda, goals for training, software support, FAQ, Live Help Time in Hours Custom and Clinical (Enter X) 3 Days - 2 Days & 1 Day Clinical (Tooth Perio) 4 Days - 3 Days (Caesy) & 1 Day Clinical (Tooth Perio) 5 Days - 3 Days (Caesy) & 2 Days Clinical (Tooth Perio, Voice), 6 Days - 3 Days (Caesy) & 3 Days Clinical (Advanced Imaging, Cosmetic Imaging, Tooth Perio, Voice)

4 Hardware and Software Review How EagleSoft runs using Server/workstation relationship, Files to backup, Overview of EagleSoft Front Desk Screen Set up of Security Administrator Setup and assigning Provider Security, Setup and assigning of Security Profiles, Creating new 1.00 X X X X Security Profiles General Setup Enter Information, Preferences, Providers/Staff, Setup security levels, payment and adjustment types, messages, alerts, 1.75 X X X X customizable prompts, service types Fee and Code Setup Setup service codes, fees, exploding codes Employer/Insurance Setup Setup Employers and Insurance companies, setup fee schedules and coverage books 1.50 X X X X New Patient Setup How to setup Patients, policy holders, responsible parties, patient insurance and employer information, Medical History Account Screen View patients/family account information including posted services, posted payments, adjustments, notes, distributions, accessing other areas of the program from the Account Walkout Processing Processing services, discounts, distribution Insurance Processing Processing services to insurance, printing/viewing claims, pre-authorizations, tracking/closing claims, electronic submission of 1.00 X X X X claims and pre-authorizations ebusiness Items Electronic submission of insurance claims and pre-authorizations, billing statements, Patient Eligibility, Claim Status, ERA's, Fast Attach Receiving/Posting Payments Posting account and insurance payments, reviewing account balances, distributing collections to providers and patients Treatment Planning Creating treatment plans, printing estimates and pre-authorization forms, using treatment plans with walkouts, Informed Consent End of Day Processing How to process End of Day and review end of day reports Recall and Statement Processing How to process recalls and statements 1.00 X X X X Scheduler Setup Setup chairs, hours, appointment types, custom hours, templates/views, provider goals OnSchedule Utilization Utilizing templates and appointment types, appointment cards, details of appointment viewing and scheduling, e-reminders End of Month/End of Year Processing How to process End of Month and End of Year, review associated reports Smart Doc and EagleSoft Today How to use Smart Doc (built in electronic storage system) and EagleSoft Today Reports, Graphs, Letters, InContact Reviewing beneficial reports and graphs, Quick Reports, using report filters, creating and using letters, using InContact 1.75 X X X X 1.00 X X X 1.00 X X X

5 Caesy How to use the Caesy Enterprise system and integration within EagleSoft 4.00 X X X Revenue Opportunity Features Money Finder, Snapshot, Trends, Reports 0.75 X X X Time Clock Setup Setup providers/staff for using time clock 0.25 X X X Overview of Utilities and Available Tools On-Line Center, auto dialer, Everyware for the web and palm, transferring patients, user summary, activity log, purge options, 1.75 X validations, assign payer ID's for eclaims, Intellicare Reminders and IntelliCare Bin Overview of Areas Prescription Writer, Lab Tracking, Messenger 0.50 Patient Summary, Patient route sheets, Payment Plans, Task Manager 0.50 X X Preference Setup - Clinical General Preference setup including clinical modules purchased 1.00 X X X X Clinical Exam Setup and review clinical exam types Chart Assign quick pick buttons, assign services, setup affected areas on service codes, smart codes, chart setup/action codes, treatment 3.00 X X X planning, Informed Consent, unscheduled appointments Perio Setup perio preferences, review features including graphs Patient Notes Setup and use notes - Auto-Notes, Text, Audio, Scribble, Patient Memo, post procedure notes Other Medical History, ereferral Wizard/Manager, IntelliCare Reminders and IntelliCare Bin Caesy Overview only (detailed training provided during Days) Overview of how Caesy integrates and works within clinical modules Voice Setup profiles, training voice and utilizing within EagleSoft Imaging 0.50 X X X 0.50 X X X 3.00 X X Preference setup, digital x-ray image template setup, accessing and storing images, taking x X rays, video, and scanned images, overview of Advanced Imaging features Digital X-ray, Intraoral Camera Hands on Showing proper use of digital x-ray and intraoral camera equipment and its use within the 2.00 X program Cosmetic Imaging Using Cosmetic Imaging and it's features 2.00 X Review of Helpful Features Smart Doc, Custom Print, Letters 1.00 X Office seeing patients for 1/2 day, trainer assists with questions, review of outstanding questions, back data entry 4.00 X X Time (in Days) Time (in Hours) Office Signature of approval:

6 Patterson Representative: