EagleSoft and Front Office Rocks Webinar Notes

Introduction

• First 2019 Front Office Rocks and EagleSoft webinar.
• Launch of Back Office Rock.
• Hosts: Andre Sheridan (EagleSoft) and Laura (Front Office Rocks).

What's New

• Andre's EagleSoft Field Guide group is expanding.
• Upcoming EagleSoft Field Guide live national event on September 27, 2019, in Chicago.
• Expected attendance of 250 people.
• Early bird pricing ends May 1, 2019.

Front and Back Office Integration

• Importance of communication between front and back offices.
• Discussed using EagleSoft to streamline processes and improve workflow.
• IntelliCares: Alerts and pop-ups in EagleSoft to inform staff about patient needs.
• Benefit: Eliminates the need for paper route sheets, reducing miscommunication.

Features in EagleSoft

Two Screens for Different Teams

• Front office staff use one screen while clinical staff use another to maintain clarity.
• Clinical staff should operate independently in their area (no front desk involvement).

Patient Charting and Communication

• IntelliCares provides crucial patient information at a glance (e.g., medical history, treatment plans).
• Ability to attach documents (e.g., letters from specialists) to specific teeth.
• Use imaging module to scan documents into the patient's chart.

Document Management

• Discussion on how to manage letters from specialists:
  • Scan and attach to patient chart.
  • Utilize the imaging recycling bin for document management (yearly cleanup suggested).

Handoff Procedures

• Posting to Walkout: Critical for ensuring proper handoff between clinical and front office staff.
• Process for verifying what treatments were completed before patients check out.
• Importance of ensuring the correct provider is assigned during handoffs.

Scheduling and Appointment Management

• Use appointment prefixes to indicate special notes for each patient.
• Stagger confirmation calls for new patients to ensure they arrive early.
• Use the schedule to identify lab cases that are in or out to avoid confusion.
• Pinned appointments must be managed at the end of the day to ensure all patients are scheduled.

Additional Tips

• Use the memo field for patient-specific notes that don't need to pop up on the schedule.
• Regularly update insurance information in EagleSoft for efficient practice management.
• Encourage team collaboration to ensure everyone understands the codes and processes in use.

Conclusion

• Andre emphasized maximizing the use of EagleSoft features for efficient workflow.
• Importance of sharing knowledge and systems among the team.
• Reminder to check out the EagleSoft Field Guide Facebook group for more resources.

Event Information

• EagleSoft Field Guide National Event: September 27, 2019, in Chicago.
• Early bird pricing ends May 1, 2019.
• Website: www.thecrewprocess.com/events