A New Eaglesoft Users First Things to Know

[@michellemccullough5683]

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

[@TheCrewProcess]

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]

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

[@TheCrewProcess]

@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]

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

[@scottnoren8858]

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

[@TheCrewProcess]

@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.

[@jeaned2138]

Does the software automatically perform insurance verification?

[@TheCrewProcess]

@@jeaned2138 no. But software like Practice by Numbers does

[@reneea3180]

Can you reuse an employer? We have several inactive.

[@TheCrewProcess]

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