It seems like all we hear about today is computers, but there are still many people who haven’t tried to use them yet. Computers are an important part of our practice and they will be an important part of your work with us. If you are a beginner, don’t feel overwhelmed. You’ll only be expected to learn a few basic functions initially. Then month-by-month you can add new functions. In time, you’ll be cruising through Dentrix or EagleSoft with the best of them.
Here are some tips to help you:
We use computer software obtained in good faith from many outside companies. The practice does not own this software or its related documentation. Unless specifically authorized by the software manufacturer, the practice does not have the right to reproduce it except for backup purposes. With this understanding, all employees agree to use software provided by the practice only in accordance with the manufacturers’ licensing agreements. Employees agree not to use unauthorized software obtained over the Internet on our system. Employees agree not to duplicate, trade or use unauthorized software or copies of our proprietary software to anyone within or outside the practice. Employees who learn of software misuse must notify their dentist immediately. Employees who make, acquire or us unauthorized software copies will be subject to disciplinary actions ranging from financial penalties and legal costs to and including termination.
I fully understand these policies and agree to abide by them during the full tenure of my employment.
_____________________________ __________________ Name Date
Understands Windows and can check out patients
Your goal for this section is to become familiar with the basics of Windows. If you are already comfortable with Windows, just refresh your memory.
Introduction to Dentrix / EagleSoft
You will be going through the various menus and submenus to become familiar with the screens, where information is located, and what information is there.
The five modules of Dentrix are:
You are welcome to practice with our demo database (patients with AA in front of their last name). When you are comfortable working with fake patients, we will start letting you work with real ones under the supervision of another secretary.
Introduction to Dentrix
Select patient – review each box, what info is available?
Review icons – quick letters, continuing care, prescriptions, office journal
Review the information for an account (red = personal pyt; black = treatment; green = insurance payment; blue = insurance claim
Review each box – aging, payment agreement (look at – osborn,hanna), today’s charges
Review icons – especially the last 4
Review each page of the schedule – open, closed colors, black outlines
Look at your page – provider colors, views (day/week), notes
Review icons – locate appointment, set complete
Reports show here, can view on screen or print, then throw in trash
To Print the Schedule:
Open the appointment book module and look at the day and providers you want to print
To Check your Production:
Checking patients in – Click on the appointment and choose Status: here (it will turn the side of the appointment blue)
The home screen in EagleSoft looks like you’re sitting at a desk. If you press F2, labels will appear on all the items that have links to take you to the major screens where you work in this program. These are:
OnSchedule – for scheduling appointments
Clinical – for clinical exams and viewing images, treatment planning is located here
TimeClock – to clock/in out
InContact – to send letters to a group of patients
SmartDoc – to save documents digitally
One of the best things about EagleSoft is the ease of moving to different screens. For example, you can chart new treatment from the OnSchedule page, from the home screen and from the clinical screen. It’s easier to think about the functions you need to accomplish and learn where these are located. There are different icons/tabs at the top of each screen – home screen, OnSchedule and Clinical. Look through the top task bar on each to see the differences.
To look up a patient or enter a new patient – Either go to the home screen and select the Person icon (top left) or Go to the OnSchedule and select Edit patient (the icon middle screen top).
To print the schedule:
In OnSchedule, Select File, Print – this brings up a window where you can select the start & end time
Confirm the times will include all the appointments on the day – click ok.
To see your production for the day:
Click the M icon in the task bar – stands for Month at a glance – this will show you the scheduled production for each day. D – Day at a glance is the normal view of the schedule where you can see the patients appointments for the day. W – Week at a glance shows one week and is used to quickly find open time.
To check a patient in:
Patient signs in at the front desk
If the practice uses a sticker – pull that patient’s sticker with their signature and place it onto the matching router (the back side of the router has the patient’s name). Generally, restorative patients are kept on the right side and hygiene patients are kept on the left. Be sure to select the correct route sheet. Put this router on the desk for the clinical person to grab when they come up to seat the patient.
Find their appointment and right click and select “Set Next Arrival Indicator” – this turns the yellow ball in the appointment yellow and tells the clinical team that the patient has arrived. The clinical staff will come get the patient and upon seating them, will double click this yellow ball in the appointment and select “in chair”.
To check in a new patient:
You’ll know a patient is new if their name is in white. Existing patients names are in black letters.
Follow the same router process as above
Right click on the patient’s appointment and select “Send patient to fast check in” and select okay – this sends a health history, registration forms and finanical consent forms to the iPad. Hand the iPad to the patient and ask them to answer the questions.
When the patient is finished and hands the iPad back to you, click Edit Patient, Medical history – and make sure that everything is checked off. This also automatically puts this document into SmartDoc.
If for some reason the iPad isn’t working – or not all the documents come across, then give the patient a paper version of these forms – and scan them into SmartDoc.
Is there anything that can be done to help you be more comfortable when working with our computers?
_________________________ ________________ Office manager Date
I believe this person is comfortable with the basics of our computer system.