Patterson EagleSoft User Guide

Below you will find brief information for EagleSoft. This user guide covers the daily procedures involved in using EagleSoft. You can find information on how to process claims and pre-authorizations, manage aging accounts, process statements, and use online center. You can also find information on how to submit electronic claims and pre-authorizations.

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EagleSoft User Guide: Processing Claims, Aging Accounts, Statements | Manualzz

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Key features

  • Processing claims and pre-authorizations
  • Aging accounts
  • Processing statements
  • Submitting electronic claims
  • Online Center
  • EagleSoft EveryWare
  • End-of-Day/End-of-Month and Year

Frequently asked questions

From the Process Insurance Claims window, you can reprint any claim up until the claim has been closed.

Double-check the claim form that you have chosen to print. Ensure that it says ‘Blank <> ADA’ form.

You can age accounts using Category Aging or True Date Aging.

You can customize messages for accounts with 30, 60, and 90 day balances, apply finance charges and/or billing charges, exclude accounts with a small balance, and include or exclude the details of the transactions.

Submitting claims electronically reduces the hours spent printing statements or claims while eliminating the extra days waiting for payments by insurance carriers.

Creating an eClaim is not much different from creating a regular insurance claim. Anytime you walk out a patient or create a pre-authorization, you will be prompted to create an insurance claim. Instead of using one of the paper forms, you will be submitting electronically.
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