Andre Shirdan / The Crew Process

Andre Shirdan / The Crew Process

Andre Shirdan and The Crew Process are focused on helping Dental Practices Squeeze more juice out of existing Processes. IF you are an Eaglesoft use you HAVE to become a member of Andre's Eaglesoft Field Guide. It's Facebook's #1, fastest Growing, Best Ever Source for Eaglesoft Information, How-tos, Eaglesoft Training Video, Tips and Tricks and almost 15,000 voices of users across the US and Canada/

Andre in Charlotte 2022

Andre in Charlotte 2022

Пікірлер

  • @GoodmanDental
    @GoodmanDental19 күн бұрын

    is there a way to show our UCR on our tx plans and our ledger using fee shcedules?

  • @TheCrewProcess
    @TheCrewProcess18 күн бұрын

    Yes. In File>Preferences>Insurance you can check the box for Show Standard Fee and Adjust On Walkout Statements and Treatment Plans to show the Standard Fee

  • @outdoorsywannabe1888
    @outdoorsywannabe1888Ай бұрын

    Please tell me what the coverage book is for? I really need help in this department😅

  • @TheCrewProcess
    @TheCrewProcess18 күн бұрын

    A Coverage Books for In-Network plans helps estimate Services that don't follow the traditional Service Type plans like Post Resins. For Out-of-Network Coverage Books help to Estimate Out-of-Network coverage based on the Maximum Considered Fee of those plans.

  • @outdoorsywannabe1888
    @outdoorsywannabe1888Ай бұрын

    Do I need the coverage book if we are out of network? I’ll start new job and my boss needs help in this department. What do you charge for a webinar like this?

  • @TheCrewProcess
    @TheCrewProcess18 күн бұрын

    Coverage Books "help" with estimating Out-of-Network Benefits. Example: Your crown is $1,000. But the Out-of-Network Maximum Considered Fee is $800. So 50% would be $500 BUT in your Coverage Book you can say that $800 is the Maximum Considered Fee (in the UCR Column) and then Eaglesoft will estimate 50% of $800 ($400) and hten the patient is responsible for the $600 difference. You can book one-on-one help here: www.thecrewprocess.com/services/virtual-skill-development

  • @outdoorsywannabe1888
    @outdoorsywannabe1888Ай бұрын

    I have to binge watch your videos. I just accepted a position in front office manager and I need to know the nooks and cranny of this software. I

  • @TheCrewProcess
    @TheCrewProcess18 күн бұрын

    AWESOME! Congrats!

  • @marisolr.-c.7253
    @marisolr.-c.7253Ай бұрын

    can you do one for EOB/ERA

  • @TheCrewProcess
    @TheCrewProcess18 күн бұрын

    Difficult since I'm not working on a "live" patient base. Sorry

  • @outdoorsywannabe1888
    @outdoorsywannabe1888Ай бұрын

    Thank you for this

  • @TheCrewProcess
    @TheCrewProcess18 күн бұрын

    My pleasure!

  • @outdoorsywannabe1888
    @outdoorsywannabe1888Ай бұрын

    Is there a video how to set up intellicare?

  • @TheCrewProcess
    @TheCrewProcess18 күн бұрын

    kzread.info/dash/bejne/p3WXpKWBp9e0ctI.htmlsi=xQ9UiiH9ZpQi2_EU

  • @dratonbalat3423
    @dratonbalat3423Ай бұрын

    Hi Andre and / or someone who knows the answer to this. Do you have a video about Account Receivable By Responsible Party report? How to generate statements for patients and ways to track who paid (report) for the statements sent. Thanks!

  • @TheCrewProcess
    @TheCrewProcessАй бұрын

    I do not have a Video but there are blog posts about Statements here: www.thecrewprocess.com/eaglesoft-blog/statements

  • @outdoorsywannabe1888
    @outdoorsywannabe18882 ай бұрын

    Thank you for this video. I need to watch more. Do you also have prepayment video for future tx that is scheduled for later? And how to correctly distribute it

  • @TheCrewProcess
    @TheCrewProcess18 күн бұрын

    I don't have a Prepayment video but will look into doing one!

  • @christygrimes7904
    @christygrimes79042 ай бұрын

    Will the payment go to the provider or the patient if we are classified out of network with medical?

  • @TheCrewProcess
    @TheCrewProcessАй бұрын

    There is an Assignment of Benefits option on each claim submission

  • @dodo1234646
    @dodo12346463 ай бұрын

    This is supposed to be a 'tutorial', yet it appeared as though he was trying to figure out how to navigate it in real time. Just Go with Dentrix, it's a considerably more intuitive interface and far more forgiving in terms of bulk payments and post editing claims. Dentists Notes: Claims CANNOT be edited after post. Claims with addt'l payments, or in the case where a VCC is reissued as a check will require generating a new claim where the Hx of office / aging notes WILL NOT carry over to the newly generated claim (Tedious Work).

  • @maryatwood1497
    @maryatwood14973 ай бұрын

    Phase numbers here I haven't used on exploding codes. I plan on adding them. On my drop downs I don't use a period in front of exploding codes but I use a + at the end to show the exploding code contains all procedures needed.

  • @TheCrewProcess
    @TheCrewProcess3 ай бұрын

    The "+" seems like a good addition.

  • @tracystrachan9366
    @tracystrachan93663 ай бұрын

    When doing a bulk payment will it close that claim?

  • @TheCrewProcess
    @TheCrewProcess3 ай бұрын

    Yes

  • @ScottNoren
    @ScottNoren4 ай бұрын

    cost of Imagn software and support?

  • @TheCrewProcess
    @TheCrewProcess4 ай бұрын

    You would need to reach out to DevDent to get that info

  • @ScottNoren
    @ScottNoren4 ай бұрын

    The second person was a little muffled microphone. Also the big case employer was Boeing (deep pockets)..since you have to balance the account in Eaglesoft, how does your software integrate with Eaglesoft so that the patient is accounted for?

  • @brodygoodwine4448
    @brodygoodwine44484 ай бұрын

    Any known changes to improve stability?

  • @TheCrewProcess
    @TheCrewProcess4 ай бұрын

    Lots. Removing the dependence on Adobe Reader was a BIG improvement.

  • @bridgetpeek1955
    @bridgetpeek19554 ай бұрын

    Your screen is so small I can’t see. Please redo video with full screen please.

  • @TheCrewProcess
    @TheCrewProcess5 ай бұрын

    So many Fielders asked for this information! What have YOU Found in Verion 22-23 that has been a great new feature?

  • @christyfrancis5524
    @christyfrancis55245 ай бұрын

    If we are FFS practice, do we need to reset insurance balances? I’m guessing no, but want to make sure.

  • @TheCrewProcess
    @TheCrewProcess5 ай бұрын

    @christyfrancis5524 if you do any form of Estimation of insurance you should be resetting insurance. If you have Eaglesoft set as "Patient Responsible for All" then no need.

  • @RegalReflectionsYT
    @RegalReflectionsYT5 ай бұрын

    Thank you ❤❤❤

  • @TheCrewProcess
    @TheCrewProcess5 ай бұрын

    You're welcome 😊

  • @user-oe2oc5pu2i
    @user-oe2oc5pu2i5 ай бұрын

    What if I accidentally applied back to patients account 😢?

  • @jenncosgrove7562
    @jenncosgrove75628 ай бұрын

    Andre, I would love to see a video on electronic claim submission and attachments. Is there one available that I may have missed?

  • @cassandramcfarland8277
    @cassandramcfarland82779 ай бұрын

    Do you have a video on statements?

  • @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
    @TheCrewProcess5 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

  • @RoshDroz
    @RoshDroz Жыл бұрын

    This is excellent. I never knew this was an option. Thank you so much for the explainer!

  • @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
    @TheCrewProcess5 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.

  • @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
    @TheCrewProcess5 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.

  • @metal.kittens
    @metal.kittens Жыл бұрын

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

  • @589lowboy
    @589lowboy Жыл бұрын

    Should you enter the Primary Insurance ID also in the secondary ID line? I work in an office that does this. Patient does not have secondary insurance but they put the Primary # on this line?

  • @TheCrewProcess
    @TheCrewProcess Жыл бұрын

    There is NO need to enter a Secondary ID. Eaglesoft will pull the Secondary ID from the Secondary Primary Holders Preferences Julie Lo

  • @valdepenas01
    @valdepenas01 Жыл бұрын

    Your videos are always so helpful and informative. My question is: can you select more than one option from your smart notes, if so is that in the settings I would need to set up?

  • @TheCrewProcess
    @TheCrewProcess Жыл бұрын

    You can not select more than one BUT you can make one of your selections a "combo" of the two choices. Example: Use XXX and XXX

  • @Airtouch67
    @Airtouch67 Жыл бұрын

    How do you make extracted teeth disappear off the chart? It's so annoying. There is no reason to have big huge black X's through the teeth if they are missing. It looks horrible and makes the chart look too busy. Dentrix you literally just select the tooth, hit 1 icon, and BAM its gone.

  • @TheCrewProcess
    @TheCrewProcess Жыл бұрын

    Removing the teeth has to be done with a Custome Draw type. I do this are part of my Eaglesoft Clinical Mastery training. thecrewprocess.squarespace.com/services/skill-development

  • @moniquemartin9817
    @moniquemartin9817 Жыл бұрын

    Andre, thank you for this video, very helpful! Question is if you posted a payment and something was incorrect, I.e. wrong date, added to account and should have been adjusted, etc, how do you go back to correct the posting?

  • @Alisokidsdental
    @Alisokidsdental Жыл бұрын

    I love it! Very useful - thank you.

  • @reneea3180
    @reneea3180 Жыл бұрын

    Can you reuse an employer? We have several inactive.

  • @TheCrewProcess
    @TheCrewProcess5 ай бұрын

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

  • @brianforeman481
    @brianforeman481 Жыл бұрын

    Why did you “remove from appointment” the 4BWX versus “Delete” them from the plan/accepted chart?

  • @TheCrewProcess
    @TheCrewProcess Жыл бұрын

    Because bitewings will be used for NEXT visit if refused today (or the patient will be dismissed)

  • @brianforeman481
    @brianforeman481 Жыл бұрын

    @@TheCrewProcess we only take BWX every 12 months (for most patients), not every 6 months. I was just thinking if it was deleted, then the chart ledger would look cleaner and there would be less likelihood to duplicate it a year from the FMX appointment.

  • @TheCrewProcess
    @TheCrewProcess Жыл бұрын

    @@brianforeman481 if you only do 12 months then the same applies. If they were scheduled for BWX it would have been that 12th month visit. If they said "no" it's STILL due on next visit. No difference in my previous statement

  • @dreenadreena578
    @dreenadreena578 Жыл бұрын

    RDH I need guide to post notes

  • @TheCrewProcess
    @TheCrewProcess Жыл бұрын

    Look here kzread.info/dash/bejne/qKFqxsdtkdXXqNo.html

  • @TheCrewProcess
    @TheCrewProcess Жыл бұрын

    here: kzread.info/dash/bejne/i2iclpt_f9yok7Q.html

  • @TheCrewProcess
    @TheCrewProcess Жыл бұрын

    Here: kzread.info/dash/bejne/imd_x6NrlNjYg8o.html

  • @hollyslattery5010
    @hollyslattery5010 Жыл бұрын

    Not sure if you are still checking comments do you have a video on Debiting, if insurance allowed more than what was estimated for example a cleaning.

  • @TheCrewProcess
    @TheCrewProcess Жыл бұрын

    If an adjustment was made, you reverse it

  • @tejaysteph8374
    @tejaysteph8374 Жыл бұрын

    I came across this video looking for tips on scheduling multiple offices with eaglesoft from a central hub. Are you familiar with any practices doing that?

  • @TheCrewProcess
    @TheCrewProcess Жыл бұрын

    Yes. There are offices using Eaglesoft nSite for multiple locations. There is also called a Dual Database setup that can be used for two locations. Each one allows a user to schedule at multiple locations Tejay

  • @openandaffordabledental4586
    @openandaffordabledental4586 Жыл бұрын

    With all the blatant issues with Eaglesoft we've been dealing with since version 18, these are the updates they came up with? So disappointing yet again. Combine the COM P/COM A into one button. Put a larger Edit Employer screen, so we don't have to scroll through breakdown percentages. Customizable confirmation statuses. Eaglesoft doesn't update MAAG when you reach your production goal. What is PTC doing? WE DON'T NEED MORE CARE CREDIT INTEGRATION!!!!!!!

  • @melodybarneso1312
    @melodybarneso1312 Жыл бұрын

    Hello! Is there any video where you can show us how to send claims?

  • @TheCrewProcess
    @TheCrewProcess Жыл бұрын

    "Sending" is typically a 3rd party process and depending on the eClaims service provider the process will be different. You'd have to find out their process

  • @MuhammadKamran-kw7ld
    @MuhammadKamran-kw7ld Жыл бұрын

    Yeah I can tell you

  • @arieljuday500
    @arieljuday5002 жыл бұрын

    If an office is using fee schedules, how do we calculate what their gross production actually is since we are posting the adjusted fee?

  • @TheCrewProcess
    @TheCrewProcess2 жыл бұрын

    The managed Care Utilization report

  • @ritaruchlin900
    @ritaruchlin9002 жыл бұрын

    Hi Andre, From the hygiene appointments, what we do just click the icon of waking person as a quick walk out, add the services if need be, then save and close. To do a quick walk out like that, do you see any problems with this? Thank you.

  • @TheCrewProcess
    @TheCrewProcess2 жыл бұрын

    The optimal situation is the Patient is scheduled 6 months ago with the Exam prophy and any needed imaging. That way, THOSE services can be posted to the walkout in the chart. In theory, if all that was scheduled was done, FWO could be done without issue. Adding the services "today" works but should have been done.

  • @drab31s
    @drab31s2 жыл бұрын

    Inspiring!

  • @kelsseerubenstein1001
    @kelsseerubenstein10012 жыл бұрын

    Can you run a report on patients who failed or cancelled during a certain time period?

  • @TheCrewProcess
    @TheCrewProcess2 жыл бұрын

    Yes. Using the Schedule Audit trail report

  • @kelsseerubenstein1001
    @kelsseerubenstein10012 жыл бұрын

    Love that you mentioned Rosh Hashana and Yom Kippur

  • @implantperiocare5756
    @implantperiocare57562 жыл бұрын

    Great job, Shavonne - I'm so impressed by your accomplishments!

  • @shilinn9073
    @shilinn90732 жыл бұрын

    Every video explains blocking, can you explain the basics of scheduling for new people ? Like actually how to schedule patients?

  • @TheCrewProcess
    @TheCrewProcess2 жыл бұрын

    Shi Linn the "basics" of scheduling 101 Part 1 is here kzread.info/dash/bejne/fZdlzZWeosvMj84.html

  • @TheCrewProcess
    @TheCrewProcess2 жыл бұрын

    Scheduling 101 part 2 is here: kzread.info/dash/bejne/f2iIvNOqZrvUppc.html

  • @maryharris6523
    @maryharris65232 жыл бұрын

    So...someone. with a fee schedule is charged differently ?

  • @TheCrewProcess
    @TheCrewProcess2 жыл бұрын

    A fee schedule is a negotiated fee an office charges an in-network patient

  • @ScottCollins5586
    @ScottCollins55862 жыл бұрын

    Hey Shaina! It’s so good to see you in this format and congrats on the practice!

  • @greenk6340
    @greenk63402 жыл бұрын

    Very well said! Great tidbits!-Kandi