Eaglesoft Training: Posting EOBs & Insurance Checks

Eaglesoft Field Guide Posting EOBs & Insurance Checks 101 with the help of Theresa Yanicak of the Reimels Dental Group [e-mail]
The presentation and the presenter are not affiliated with or endorsed by Eaglesoft or Patterson Dental Company
Disclaimer: This is a resource guide and all decisions on each dental office setup should remain the sole decision of the dentist/owner.
Please like, comment, share, and subscribe!
Follow me on Instagram :
@TheCrewProcessDental
Looking for the help with Eaglesoft? Ever want to know "more" about Eaglesoft. I see Eaglesoft like an orange that is pinched and not squeezed. Want to know about Eaglesoft? Well I created a group to squeeze ALL the juice out of it.
/ andreeaglesoftfieldguide
Want to schedule a Day Squeezing more out of Eaglesoft In-Office or Virtually? www.thecrewprocess.com/andres-eaglesoft-field-guide
Music by :
/ andreaggg

[@karisahart1013]

My new team member found this very helpful! Thank you!

[@mickihardasnailz02sykes3]

Thank you preparing for be an office manager this was a really helpful overview❤️

[@TheCrewProcess]

Happy to help!

[@robertporter1817]

Can scan eobs to the payment in eagle soft??

[@moniquemartin9817]

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?

[@melodybarneso1312]

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

[@TheCrewProcess]

"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]

Yeah I can tell you

[@jenncosgrove7562]

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

[@user-oe2oc5pu2i]

What if I accidentally applied back to patients account 😢?

[@ScottCollins5586]

Thanks for the video! I looked for the Auto Notes and did not find them. What is the title to look it up?

[@TheCrewProcess]

Scott check this out: th-cam.com/video/vm6de4arqxw/w-d-xo.html

[@cassandramcfarland8277]

Do you have a video on statements?

[@hollyslattery5010]

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]

If an adjustment was made, you reverse it

[@FoothillsDental-x5x]

Hello Andre, if the charge amount is different from the allowed amount on the eob, can I change the charge amount o the system? or how do I post the allowed amount?

[@TheCrewProcess]

You post what you received and do a Debit or Credit Adjustment (impacting Production) for the difference. Sorry for the slow reply.

[@marisolr.-c.7253]

can you do one for EOB/ERA

[@TheCrewProcess]

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

[@chyshyxoxo]

and can’t really see what you’re doing

[@TheCrewProcess]

Are you watching this on a phone or a computer???? I'm rewatching on my phone and I can see every mouse click.

[@chyshyxoxo]

@@TheCrewProcess I was watching on my phone :(

[@TheCrewProcess]

@@chyshyxoxo oh. Yep!! Try the desktop