EagleSoft Features - Practice
Management
TrainingTime in Hours
Custom Practice Management Only Training
(Enter X)
2 Days Practice Management
3 Days Practice Management
including Caesy
4 Days Practice Management
including Caesy and 1/2
Day Live
5 Days Practice Management
including Caesy and 1&1/2 Days
Live Introductions
Review of Training Agenda, goals for training,
software support, FAQ, LiveHelp 0.25 X X X X
Hardware and Software Review
How EagleSoft runs using Server/workstation relationship, Files to backup, Overview of EagleSoft Front Desk Screen
0.25 X X X X
Setup of Security Administrator
Setup and assigning Provider Security, Setup and assigning of Security Profiles, Creating new Security Profiles
1.00 X X X X
General Setup - Practice Management
Enter Practice Information, Preferences, Providers/Staff, payment and adjustment types, messages, alerts, customizable prompts, service types
1.75 X X X X
Fee and Code Setup
Setup service codes, fees, exploding codes 0.75 X X X X
Employer/Insurance Setup
Setup Employers and Insurance companies,
setup fee schedules and coverage books 1.50 X X X X
New Patient Setup
How to setup Patients, policy holders, responsible parties, patient insurance and employer information, Medical History
0.75 X X X X
Account Screen
View patients/family account information including posted services, posted payments, adjustments, notes, distributions, accessing other areas of the program from the Account
0.75 X X X X
Walkout Processing
Processing services, discounts, distribution 0.50 X X X X
Insurance Processing
Processing services to insurance, printing/viewing claims, pre-authorizations, tracking/closing claims
1.00 X X X X
eBusiness Items
Electronic submission of insurance claims and pre-authorizations, billing statements, Patient Eligibility, Claim Status, ERA's, Fast Attach
0.25 X X X X
Receiving/Posting Payments
Posting account and insurance payments, reviewing account balances, distributing collections to providers and patients
0.25 X X X X
Treatment Planning
Creating treatment plans, printing estimates and pre-authorization forms, using treatment plans with walkouts, Informed Consent
0.75 X X X X
End of Day Processing
How to process End of Day and review end of
day reports 0.50 X X X X
Recall and Statement Processing
How to process recalls and statements 1.00 X X X X
Setup chairs, hours, appointment types, custom
hours, templates/views, provider goals 0.75 X X X X
OnSchedule Utilization
Utilizing templates and appointment types, appointment cards, details of appointment viewing and scheduling, e-Reminders
1.75 X X X X
End of Month/End of Year Processing
How to process End of Month and End of Year,
review associated reports 0.25 X X X X
Smart Doc and EagleSoft Today
How to use Smart Doc (built in electronic
storage system) and EagleSoft Today 1.00 X X X
Reports, Graphs, Letters, InContact
Reviewing beneficial reports and graphs, Quick Reports, using report filters, creating and using letters, using InContact
1.00 X X X
Caesy
How to use the Caesy Enterprise system and
integration within EagleSoft 4.00 X X X
Revenue Opportunity Features
Money Finder, Snapshot, Trends, Reports 0.75 X X X
Time Clock Setup
Setup providers/staff for using time clock 0.25 X X X
Overview of Utilities and Available Tools
On-Line Center, auto dialer, Everyware for the web and palm, transferring patients, user summary, activity log, purge options, validations, assign payer ID's for eclaims, IntelliCare Reminders and IntelliCare Bin
1.75 X X
Overview of Practice Management Areas
Prescription Writer, Lab Tracking, Messenger 0.50 X X
Patient Summary, Patient route sheets, Payment
Plans, Task Manager 0.50 X X
1/2 Day Live
Office seeing patients for 1/2 day, trainer assists with questions, review of outstanding questions, back data entry
4.00 X X
Live Training Day
Review outstanding questions, oversee office daily activity in using EagleSoft, back data entry
7.00 X
nSite
nSite setup, training and preferences- per
location 7.00
Training Time (in Days) 0.00 2 3 4 5
EagleSoft Features - Clinical
Training Time in Hours Custom Clinical Only Training (Enter X)1 Day Clinical Tooth Charting and
Perio Only
2 Day Clinical Tooth Charting, Perio, Voice, 1/2 Day Live
1 Day Advanced Imaging Only 2 Day Advanced Imaging, Cosmetic Imaging, 1/2 Day Live Introductions
Review of Training Agenda, goals for training,
software support, FAQ, Live Help 0.25 X X
Preference Setup - Clinical
General Preference setup including clinical
modules purchased 1.00 X X X X
Clinical Exam
Setup and review clinical exam types 0.50 X X X X
Chart
Assign quick pick buttons, assign services, setup affected areas on service codes, smart codes, chart setup/action codes, treatment planning, Informed Consent, unscheduled
i t t
3.00 X X
Perio
Setup perio preferences, review features
including graphs 0.75 X X
Patient Notes
Setup and use notes - Auto-Notes, Text, Audio, Scribble, Patient Memo, post procedure notes
0.50 X X X X
Other
Medical History, eReferral Wizard/Manager,
IntelliCare Reminders and IntelliCare Bin 0.50 X X X X
Caesy Overview only (detailed training provided during Practice Management Days)
Overview of how Caesy integrates and works
within clinical modules 0.50 X X X X
Voice
Setup profiles, training voice and utilizing within
EagleSoft 3.00 X
Imaging
Preference setup, digital x-ray image template setup, accessing and storing images, taking x-rays, video, and scanned images, overview of Advanced Imaging features
2.00 X X
Digital X-ray, Intraoral Camera Hands on
Showing proper use of digital x-ray and intraoral camera equipment and its use within the program
2.00 X X
Cosmetic Imaging
Using Cosmetic Imaging and it's features 2.00 X
Review of Helpful Features
Smart Doc, Custom Print, Letters 1.00 X
1/2 Day Live
Office seeing patients for 1/2 day, trainer assists with questions, review of outstanding questions
4.00 X X
nSite
nSite setup, training and preferences- per
location 7.00
Training Time (in Days) 0.00 1 2 1 2
Training Time (in Hours) 0.00 7.00 14.00 7.00 14.00
EagleSoft Features - Practice
Management and Clinical
Training Time in Hours Custom Practice Management and Clinical Training (Enter X)
3 Days - 2 Days Practice
Management & 1 Day Clinical (Tooth Charting,
Perio)
4 Days - 3 Days Practice
Management (Caesy) & 1 Day Clinical
(Tooth Charting,
Perio)
5 Days - 3 Days Practice
Management (Caesy) & 2 Days Clinical
(Tooth Charting, Perio, Voice),
1/2 Day Live Introductions
Review of Training Agenda, goals for training,
software support, FAQ, Live Help 0.50 X X X
Hardware and Software Review
How EagleSoft runs using Server/workstation relationship, Files to backup, Overview of EagleSoft Front Desk Screen
0.25 X X X
Set up of Security Administrator
6 Days - 3 Days Practice
Management (Caesy) & 3 Days Clinical
(Advanced Imaging, Cosmetic Imaging, Tooth Charting, Perio, Voice)
Setup and assigning Provider Security, Setup and assigning of Security Profiles, Creating new
Security Profiles 1.00
X X X
General Setup X
Enter Practice Information, Preferences, Providers/Staff, Setup security levels, payment and adjustment types, messages, alerts, customizable prompts, service types
1.75 X X X
Fee and Code Setup X
Setup service codes, fees, exploding codes 0.75 X X X
Employer/Insurance Setup X
Setup Employers and Insurance companies,
setup fee schedules and coverage books 1.50 X X X
New Patient Setup X
How to setup Patients, policy holders, responsible parties, patient insurance and employer information, Medical History
0.75 X X X
Account Screen X
View patients/family account information including posted services, posted payments, adjustments, notes, distributions, accessing other areas of the program from the Account
0.75 X X X
Walkout Processing X
Processing services, discounts, distribution 0.50 X X X
Insurance Processing X
Processing services to insurance, printing/viewing claims, pre-authorizations, tracking/closing claims, electronic submission of claims and pre-authorizations
1.00 X X X
eBusiness Items X
Electronic submission of insurance claims and pre-authorizations, billing statements, Patient
Eligibility, Claim Status, ERA's, Fast Attach 0.25 X X X
Receiving/Posting Payments X
Posting account and insurance payments, reviewing account balances, distributing collections to providers and patients
0.25 X X X
Treatment Planning X
Creating treatment plans, printing estimates and pre-authorization forms, using treatment plans with walkouts, Informed Consent
0.75 X X X
End of Day Processing X
How to process End of Day and review end of
day reports 0.50 X X X
Recall and Statement Processing X
How to process recalls and statements 1.00 X X X
Scheduler Setup X
Setup chairs, hours, appointment types, custom
hours, templates/views, provider goals 0.75 X X X
OnSchedule Utilization X
Utilizing templates and appointment types, appointment cards, details of appointment viewing and scheduling, e-Reminders
1.75 X X X
End of Month/End of Year Processing X
How to process End of Month and End of Year,
Smart Doc and EagleSoft Today X
How to use Smart Doc (built in electronic
storage system) and EagleSoft Today 1.00 X X
Reports, Graphs, Letters, InContact
X
Reviewing beneficial reports and graphs, Quick Reports, using report filters, creating and using letters, using InContact
1.00 X X
Caesy X
How to use the Caesy Enterprise system and
integration within EagleSoft 4.00 X X
Revenue Opportunity Features X
Money Finder, Snapshot, Trends, Reports 0.75 X X
Time Clock Setup X
Setup providers/staff for using time clock 0.25 X X
Overview of Utilities and Available Tools X
On-Line Center, auto dialer, Everyware for the web and palm, transferring patients, user summary, activity log, purge options, validations, assign payer ID's for eclaims, Intellicare Reminders and IntelliCare Bin
1.75
Overview of Practice Management Areas X
Prescription Writer, Lab Tracking, Messenger 0.50 Patient Summary, Patient route sheets, Payment
Plans, Task Manager 0.50 X X
Preference Setup - Clinical
General Preference setup including clinical
modules purchased 1.00 X X X X
Clinical Exam
Setup and review clinical exam types 0.50 X X X
Chart X
Assign quick pick buttons, assign services, setup affected areas on service codes, smart codes, chart setup/action codes, treatment planning, Informed Consent, unscheduled appointments
3.00 X X X
Perio X
Setup perio preferences, review features
including graphs 0.75 X X X
Patient Notes X
Setup and use notes - Auto-Notes, Text, Audio, Scribble, Patient Memo, post procedure notes
0.50 X X X
Other
Medical History, eReferral Wizard/Manager,
IntelliCare Reminders and IntelliCare Bin 0.50 X X
Caesy Overview only (detailed training provided during Practice Management Days)
X
Overview of how Caesy integrates and works
within clinical modules 0.50 X X
Voice X
Setup profiles, training voice and utilizing within
EagleSoft 3.00 X
Imaging X
Preference setup, digital x-ray image template setup, accessing and storing images, taking x-rays, video, and scanned images, overview of Advanced Imaging features
2.00
Digital X-ray, Intraoral Camera Hands on X
Showing proper use of digital x-ray and intraoral camera equipment and its use within the program
2.00
Cosmetic Imaging X
Using Cosmetic Imaging and it's features 2.00
Review of Helpful Features X
1/2 Day Live X
Office seeing patients for 1/2 day, trainer assists with questions, review of outstanding questions, back data entry
4.00 X
nSite X
nSite setup, training and preferences- per
location 7.00
Training Time (in Days) 0.00 3 4 5 X
Training Time (in Hours) 0.00 21.00 28.00 35.00
X
Office Signature of approval: _________________________________ Date: ____________
6 42.00
