EagleSoft Training - Practice Management Pre Training Checklist Prior To The Training

Transcription

1 EagleSoft Training - Practice Management Pre Training Checklist Prior To The Training Received confirmation letter with complete installation details. Hardware and network are set up and running properly. Software installed and working. If you have questions regarding the installation of your software, please contact the Patterson Technology Center support team at All appointments are rescheduled for the dates of training. Answering service or machine is set up to take all calls during the training session. Review documentation from the Patterson Technology Center. If not familiar with Windows, it is helpful to review the Windows Tutorial (Windows XP or higher) prior to

2 Features Included in each Training Package Option Training Features Introductions Review of Training Agenda for entire training proces Review of Getting Started Workbook Software Support o Support Team o Dr. SmileGood Introductions Review of Educator and Office Staff s Goals for training General Set Up Install Conversion Verification of A/R General Set Up Enter Practice Information Enter Preferences Providers/Staff Enter Dentist Enter Hygienists Enter other Staff Set up Security Levels Practice Management Set Up Payment Types Adjustment Types Messages Alerts Prescription Templates Lab Case Templates Customizable Prompts Service Types Clinical Set Up Custom Colors Quick Pix o Edit Display Abr. o Edit Draw Types Set Up Scheduler Setting Chair Hours Appointment Types Set Up Fees & Codes Service Fees Service Codes Exploding Codes Set Up Time Clock Set Up Employers 0.25 Set Up Insurance Carriers 0.25

3 Enter New Patients Relationships of Persons Setting up Patient Insurance Setting up Policy Holders Setting up Responsible Party Setting up Scheduling Appointments Hardware Review Server/Workstation Relationship if Multi-User General Maintenance Software Review Overview of Desktop and Major features Front Office: Logging On/Off, Security Options Walkout Processing Patients with/without Insurance Show estimation Discounts Distribution Insurance Processing Batch Printing Claims and Pre-Authorizations Viewing and Reprinting Claims Submit/In Process Closing Claims and Pre-Authorizations Electronic Claims and Electronic Pre-Authorizations Receiving Payments Account Balances Insurance Payment Payment Plan Payment End of Day Processing and Reports Overview Printing Daily Reports through Reports Menu Backup Process What to backup What to do with the backup Treatment Planning Creating Treatment Plans Printing Estimates and Pre-Authorization Forms Utilizing Treatment Plans through a Walkout 0.25 InContact 0.25 Task Manager 0.25 Recall Processing InTouch Reports and Graphs Using the Report Filter Printing Graphs Enter Back Data

4 Account Screen Viewing Patients on the Account Accessing the Walkout Statement from the Account Screen Recording Payments in the Account Screen Returned Check and Writing Off an Account Account Notes Adjustments Modifying or Deleting Past Transactions Right Mouse Button Distribution Statement Wizard End of Month Processing Aging Accounts Processing the End of Month-Section 0.25 Resetting Insurance Benefits Processing End of Year Overview of Practice Management Tools Overview Snapshot Revenue Opportunities Money Finder Overview of Utilities Menu System Inquiry Transferring Patients Purge Options Database Validation Database Navigator Remove All Users Recover OnSchedule Audit Trails User Summary Activity Log Assign Envoy Payor IDs Overview of Other Areas Patient Summary Route Sheets Payment Plans On-Line Center Prescription Writer Lab Tracking Medical History Auto Dialer EagleSoft EveryWare Instant Messenger OnSchedule Utilizing Templates and Appointment Types Scheduling Appointments Moving Appointments Blocking Unavailable Appointment Types Changing the Appointment Day Deleting Appointments Finding Available Appointment Times Viewing Details About the Appointment Printing the Daily Schedule

5 Consecutive Live Training Day Review of any Outstanding Features Question and Answer Period Final Data Entry from Conversion Trainer Oversight of use of Software with Patients in Chair 7.00 Follow Up Training Day Trainer Returns to Office 30 Days after Initial Training Question and Answer Period Review of any Outstanding Concerns Tips on Using Software to Full Potential In Depth Review of Features Important to Office 7.00 Total Training Time (in Days) Total Training Time (in Hours)