We will be reviewing ing in Eaglesoft

Transcription

1 Thank you for joining us today! We will be reviewing ing in Eaglesoft Agenda: Review some ways in which can benefit your office Review requirements for ing Review preferences Review what areas of the software have an option Review sending Images through You will be asked to complete a short survey after the session to provide feedback to us on the Webinar content Question and Answer time utilizing the Q&A panel

2 Benefits of Utilizing ing in Eaglesoft» will allow for a paperless way to communicate with patients, vendors and other providers as well» It may reduce your front office staff ss phone time which will free them up for other tasks» You can also attachments such as scanned documents or x-rays» No more costly stamps

3 How to Get Started ing in Eaglesoft The office will need to contact their local ISP (Internet Service Provider). The ISP will:» Set up and support the office s internet connection and service» Set up a MAPI-Compliant program as the default MAPI-Compliant program:» Eaglesoft only works with programs that are MAPI-Complaint. (MAPI stands for Messaging g Application Programming g Interface)» MAPI-Compliant programs include: Microsoft Outlook, Outlook Express, Microsoft Exchange, Lotus Notes, Eudora Light or later and Eudora Pro» AOL, Hotmail, Yahoo or G-mail are not MAPI-Compliant

4 Preferences» File / Preferences / Images tab ing in Eaglesoft Check the box Create note when Image is ed This will put a note in the patient s Note History This preference IS workstation specific

5 What Areas Have Options in Eaglesoft» Edit Patient» Recall Wizard» Letters (InContact, Edit Patient, Account)» Advanced Imaging» SmartDoc» ereferral Wizard» ereferral Manager» ereminders

6 What Areas Have Options in Eaglesoft (cont d)» Edit Patient address area if patient is a minor may choose the responsible party s address Ability to send an here by clicking on the hyperlink If office checkmarks, Receives Correspondences, then the patient can receive ed ed letters and recalls (they will not receive s if this box is unchecked)

7 What Areas Have Options in Eaglesoft (cont d)» Recall Wizard Can replace the need for postcards, phone calls, letters Option is found on the last screen of the recall wizard It will send to all patients that have an address in the edit patient screen and are checked to Receive Correspondences

8 What Areas Have Options in Eaglesoft (cont d)» Letters (InContact, Edit Patient, Account) When processing letters from any area of the system, you can check the box Send To and Eaglesoft will send the patient the letter in an instead of printing or in conjunction with printing Eaglesoft will send to all patients that have an address in the edit patient screen and are checked to Receive Correspondences

9 What Areas Have Options in Eaglesoft (cont d)» Advanced Imaging From this screen you can choose to either one entire exam ( All) or one individual x-ray ( ) When the box pops up, you can either key in the address of the person you are sending to, or you can search for them in the box under TO User can specialists The patient must have an address in the edit patient screen and be checked to Receive Correspondences to x-rays

10 What Areas Have Options in Eaglesoft» SmartDoc Anytime you can save a document to SmartDoc, you can it. Go to File / and then either type in the address for the contact or find them by clicking on TO and looking at the contact list. To from SmartDoc, the patient must have an address in the edit patient t screen and be checked ed to Receive correspondences ces Some examples: treatment plans, reports, Perio charts, etc.

11 What Areas Have Options in Eaglesoft» ereferral Wizard The ereferral Wizard will allow your office to export data and send patient information to other offices via , letters, etc. Choose the option Selected Specialist Electronically to send the information via to another provider/office Please Note: Electronic referrals are sent via the System Snapshot connection to a server at the PTC. The referral recipient will receive an containing a link to access the ereferral. (The customer s actual program is not utilized for this transmission.)

12 What Areas Have Options in Eaglesoft (cont d)» ereferral Manager The ereferral Manager allows the office to view referrals generated in the ereferral Wizard, and allows the practice to easily communicate additional information to the referral recipient regarding the patient case Choose Specialist to generate an to the specialist to whom the patient was referred Please Note: These s are sent using the default MAPI-Compliant program (as opposed to using the System Snapshot connection)

13 What Areas Have Options in Eaglesoft (cont d)» ereminders When an office enrolls in the ereminder program, they will be able to send appointment confirmation s, phone calls, or text messages to patients The office will have the option of either sending an in addition to a reminder phone call or instead of the phone call.

14 What Areas Have Options in Eaglesoft (cont d)» ereminders When an office enrolls in the ereminder program, they will be able to send appointment confirmation s, phone calls, or text messages to patients The office will have the option of either sending an in addition to a reminder phone call or instead of the phone call Please Note: ereminders are sent via the clearinghouse. The ereminder recipient will receive an (or phone call or text message) (The customer s actual program is not utilized for this transmission.)

15 Check Your Understanding After this webinar, you should understand: Ways in which can benefit your office Requirements for ing preferences What areas of the software have an option Sending Images through I will be standing by to answer any questions you may have. Please input your question into the Q&A panel on the right hand side of your screen and I would be happy to respond We would like to invite you to share your feedback regarding this webinar by completing a short survey that is now open. (We select our topics based on Survey Results)