A New Eaglesoft Users First Things to Know

A New Eaglesoft Users First Things to Know with Andre
The presentation and the presenter are not affiliated with or endorsed by Eaglesoft or Patterson Dental Company
Need Training to get more out of Eaglesoft go to www.thecrewprocess.co/skill-development
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Looking for the help with Eaglesoft? Ever want to know "more" about Eaglesoft. I see Eaglesoft like an orange that is pinched and not squeezed. Want to know about Eaglesoft? Well, I created a group to squeeze ALL the juice out of it.
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Пікірлер: 9

  • @metal.kittens
    @metal.kittens Жыл бұрын

    Very useful, thank u! I like this better than dentrix

  • @scottnoren8858
    @scottnoren8858 Жыл бұрын

    For chart ID we put Met for metlife etc and that shows up on the desktop on Eaglesoft next to their name

  • @TheCrewProcess

    @TheCrewProcess

    5 ай бұрын

    @scottnoren8858 I get the MetLife icon to automatically show on the schedule using a Custome Intellicare so a manual entry in Chart ID would be unnecessary work. Also, I reserve the Chart ID for important personally identifying information.

  • @michellemccullough5683
    @michellemccullough568311 ай бұрын

    Is there an eaglesoft manual you can buy? One that has a step by step for most all thing needed to know? Thanks

  • @TheCrewProcess

    @TheCrewProcess

    5 ай бұрын

    There isn't @michellemccullough5683 . I've built one but it can't be "published" because it's ever changing with new versions of the software. You should check out what I have in my blog post www.thecrewprocess.com/eaglesoft-blog

  • @scottnoren8858
    @scottnoren8858 Жыл бұрын

    if their insurance changes then if you still have preferences with their old member iD can't that mess things up?

  • @TheCrewProcess

    @TheCrewProcess

    5 ай бұрын

    @scottnoren8858 if insurance changes, yes, you'd need to update a Member ID. I default to SS# so 80% of the time, this isn't an issue for me.

  • @reneea3180
    @reneea3180 Жыл бұрын

    Can you reuse an employer? We have several inactive.

  • @TheCrewProcess

    @TheCrewProcess

    5 ай бұрын

    @reneea3180 I would not recommend reusing an Employer. It's tied to past transactions.