How Andre Explains Why the Secondary Insurance won’t “save” in Eaglesoft

Question: I add a Primary Employer/Coverage Plan to the Patient then I add the Secondary Employer/Coverage Plan, and I save the Patient and “POOF” the Secondary is gone, and the Primary Plan is duplicated as the Secondary!! Why?

Answer: This is a “known glitch” and the "best" advice I've gotten is:

  • Save the Patient with just the Primary Employer/Coverage Plan attached.

  • Edit the Patient again.

  • Add the Secondary Employer/Coverage Plan.

  • Save the Patient.

This seems to solve the issue.


DISCLAIMER:

This is a resource guide and all decisions on each dental office setup should remain the sole decision of the dentist/owner of the practice. Eaglesoft is a registered trademark of Patterson Dental Company.  All other software or products mentioned are the property of their respective owners. Although Andre Shirdan was an employee of Patterson Dental, he is not associated with Eaglesoft or Patterson Dental Company or endorsed by Patterson or any other Company Mentioned in this blog.

Andre Shirdan

Andre is a compelling speaker and storyteller and delivers high-energy presentations on creating the perfect practice with humor and a genuine, down-to-earth style. He lives his message and reveals simple, effective strategies that anyone can use to get on track, build resiliency, reduce stress, and cultivate a strong dental business.

https://TheCrewProcess.com
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Andre Talks About Balance Not Matching “Glitch” in Eaglesoft

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How Andre Enters and Distributes Prepayments/Deposits into Eaglesoft